How Hamilton Lane's Dave Helgerson Deploys Impact Across Private Markets

Applying Fiduciary Duties to System Level Investing | Maurits Dolmans, TIIP 2026 Symposium

Fiduciary Duty in Focus Applying Fiduciary Duties to System-level Investing   Tools and dashboards are only actionable if they are grounded in fiduciary clarity. Maurits Dolman (Cleary Gottlieb Steen & Hamilton LLP, speaking in his own capacity) and George Suttles (Commonfund Institute) examine how fiduciary duty—properly understood—requires investors to consider risks and responsibilities that arise at the level of the financial system itself. Drawing on trust and pension law and comparative fiduciary practice, they argue that prudence today must account for foreseeable, material systemic risks such as climate change, inequality, and financial instability. The session makes the case that system-level investing is not a departure from fiduciary duty, but it’s necessary evolution in an era where long-term portfolio performance depends on system resilience.   Discussants: Maurits Dolmans, Senior Counsel @ Clearly Gottlieb George Suttles, Executive Director @ Commonfund Institute

Amy Jaffe on Energy Risk, Climate Justice & What Institutional Investors Need Now

Amy Jaffe, Director of the Energy, Climate Justice & Sustainability Lab at NYU, joins Georges Dyer for a rigorous, wide-ranging conversation on how institutional investors need to be thinking about energy risk, climate justice, and long-term capital allocation right now. As one of the most respected voices at the intersection of energy markets, sustainability, and institutional finance, Jaffe brings analytical precision and on-the-ground perspective to questions that every CIO, endowment leader, and asset manager navigating the energy transition needs to engage with seriously. -- Key themes explored in this episode: - How NYU's Energy, Climate Justice & Sustainability Lab is training the next generation of investors and practitioners to operate across traditional energy systems and sustainability frameworks simultaneously - Why sustainability must function as a genuine risk lens rather than a screening product, and what that distinction means for how institutional portfolios are actually built and managed - The state of the global energy transition in 2026: AI data center demand, LNG supply disruptions, Pakistan's rapid solar buildout, and why natural gas is structurally too slow to manage the new load curve - How adaptation finance and climate justice work are being deployed at the community level and whether capital is actually reaching the populations and geographies that need it most The Future of Finance is produced by the Intentional Endowments Network, supporting institutional investors in aligning capital with long-term value and resilience.   –   General Timestamps: 00:00 Introduction: Amy Jaffe & NYU's Energy, Climate Justice & Sustainability Lab 03:20 How Amy Jaffe's Career Spans Energy Markets, Policy & Institutional Investment 08:45 What the NYU Lab Does — and Who It Serves 16:10 Student-Corporate Partnerships: Google, National Grid & Fusion Energy Research 22:00 Sustainability as a Risk Lens vs. a Screening Product 28:30 The Opportunity Side: Affordable Housing & Climate Solutions Investing 35:00 The New NYU Sustainability Master's Program: What It Teaches and Why Now 42:15 Climate Justice, Adaptation Finance & Community-Level Work in New York City 49:00 Energy Transition Outlook: Iran, LNG Disruption & Global Renewable Momentum 58:30 AI Data Centers, Battery Storage & the Limits of Natural Gas 1:05:00 Advice for Institutional Investors Navigating the Energy Transition   –   Resources:   Podcasts The Energy Gang: https://www.woodmac.com/podcasts/energy-gang/ [https://www.woodmac.com/podcasts/energy-gang/] Books "Choke Points: American Power in the Age of Economic Warfare" by Edward Fishman (2025) "Energy's Digital Future" by Amy Myers Jaffe: https://cup.columbia.edu/book/energys-digital-future/9780231196826/ [https://cup.columbia.edu/book/energys-digital-future/9780231196826/] Organizations: Solar One; https://solar1.org/ [https://solar1.org/] East New York Farms: https://www.eastnewyorkfarms.org/ [https://www.eastnewyorkfarms.org/] Research Index ND-GAIN Country Index: https://gain.nd.edu/our-work/country-index/ [https://gain.nd.edu/our-work/country-index/]   --   Disclaimer The information presented in this episode reflects the views and opinions of the guest and does not constitute investment, legal, or regulatory advice. The Intentional Endowments Network does not endorse any specific products, services, or organizations referenced herein.

State of the Industry: What Markets Miss | CEO Bill Burckart, TIIP 2026 Symposium

US SIF: https://web.cvent.com/event/e6c2819f-b8d1-4861-bc7c-21a6e47c6c66/summary [https://web.cvent.com/event/e6c2819f-b8d1-4861-bc7c-21a6e47c6c66/summary]   Institutional investors are confronting a structural shift in how risk, return, and resilience are shaped. Climate instability, inequality, democratic fragility, and market concentration are no longer peripheral concerns—they are system-level forces that increasingly determine portfolio outcomes. Yet the dominant tools of modern investment practice, from portfolio theory to ESG integration, were not designed to manage recursive, market-wide risks. Drawing on a decade of field-building and recent work with leading asset owners, Burckart will share how system-level investing has moved from an emerging idea to an operating imperative and reflect on our central challenge: how to translate system-level ambition into repeatable governance, portfolio-wide decision-making, and durable influence on the systems that underpin long-term value creation.   -   Disclaimer The information presented in this episode reflects the views and opinions of the guest and does not constitute investment, legal, or regulatory advice. The Intentional Endowments Network does not endorse any specific products, services, or organizations referenced herein.

How Hamilton Lane's Dave Helgerson Deploys Impact Across Private Markets

Dave Helgerson, Managing Director and Head of Impact Investing at Hamilton Lane — one of the world's leading private markets firms with over $1 trillion in assets under management — joins Georges Dyer to make the case that impact investing is not a values compromise but a structural opportunity. With over 22 years at Hamilton Lane building impact strategies from the ground up, Dave offers a rare inside view of how institutional-grade private capital can generate market-rate returns while directing investment toward the energy transition, sustainable supply chains, health access, and community development. Key themes covered in this episode: - How Hamilton Lane structures impact investing across verticals — clean energy transition, sustainable solutions, health & wellness, and community development — and why that framework sharpens, not softens, investment discipline - The distinction between ESG as risk management ("playing defense") and impact investing as opportunity identification ("playing offense"), and why both are necessary within a diversified institutional portfolio - How accelerants like AI-driven data center energy demand and geopolitical energy security risks are reshaping the investment case for renewables — independent of policy cycles - Why endowments and foundations are a natural fit for long-duration private markets impact strategies, and how smaller institutions can access this asset class through fund-of-funds structures - For institutional investors evaluating the long-term role of private markets in a sustainable portfolio, this conversation offers both the strategic framework and the on-the-ground evidence to move that conversation forward. Resources: Book: The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race - Walter Isaacson Book: The New Map: Energy, Climate, and the Clash of Nations - Daniel Yergin Book: The Prize: The Epic Quest for Oil, Money, and Power - Daniel Yergin Capital Allocators Podcast - https://www.capitalallocators.com/ [https://www.capitalallocators.com/] Dwarkesh Podcast - https://www.youtube.com/playlist?list=PLd7-bHaQwnthaNDpZ32TtYONGVk95-fhF [https://www.youtube.com/playlist?list=PLd7-bHaQwnthaNDpZ32TtYONGVk95-fhF] – General Timestamps: 00:00:00 Introduction & SIF Announcement 00:01:12 Welcome & Guest Introduction — Dave Helgerson, Hamilton Lane 00:02:45 Hamilton Lane Overview: From Advisory Roots to $1T Platform 00:07:22 The New York State Common Origin Story & Building the First Impact Strategy 00:12:36 ESG vs. Impact — Playing Defense vs. Playing Offense 00:14:52 Energy Security, the Iran War & Why Diversification Matters 00:16:04 Hamilton Lane's Impact Framework: Environmental & Social Verticals 00:22:34 Portfolio Deep Dive: EeroSafe & the Cold Chain Innovation Case 00:25:32 Addressing LP Skepticism — Do Impact Strategies Sacrifice Returns? 00:28:54 Global Momentum: How Europe, Asia & the U.S. Are Moving Differently 00:32:21 AI, Data Centers & the Accelerating Demand for Energy Infrastructure 00:33:55 Google, Intersect Power & What Big Tech's Energy Moves Signal 00:40:52 Endowments & Foundations — Fit, Access & Minimums 00:43:34 Rapid Fire: Books, Resources & Advice for Emerging Investors 00:46:19 Vision for the Future of Finance 00:47:39 Advice for the Next Generation - *Disclaimer* The information presented in this episode reflects the views and opinions of the guest and does not constitute investment, legal, or regulatory advice. The Intentional Endowments Network does not endorse any specific products, services, or organizations referenced herein.

IEN Virtual Forum 2026: 12 Sessions on System-Level Investing & Climate Solutions

The Intentional Endowments Network's 2026 Virtual Forum convenes June 2–4, bringing together institutional investors, legal scholars, climate strategists, and asset management practitioners for three days of structured dialogue on system-level investing, fiduciary duty, and long-term capital markets reform. Register using code IENGUEST at https://www.intentionalendowments.org/2026_virtual_forum [https://www.intentionalendowments.org/2026_virtual_forum] In this preview episode, IEN Executive Director Georges Dyer walks through the full agenda — offering context on why each session was designed and who it's for. Key themes across the three-day forum: System-level investing frameworks and the newly published Handbook of System-Level Investing, featuring co-editors John McCormick and Bill Burkhart Fiduciary duty in the context of climate and ESG — legal perspectives from Keith Johnson and Susan Gary Climate solutions and portfolio alignment, including sessions with Project Drawdown, Climate Interactive, and Cambridge University's fossil-free cash fund case study Responsible AI, diversity in asset management, and the role of consultants in sustainable investing   The forum runs June 2–4, 12:00–2:30 PM Eastern daily. Registration and full agenda available at intentionalendowments.org.