Trustee Leadership Forum: Peer Mentoring Project

Our Work

The Trustee Leadership Forum’s (TLF) Peer Mentoring Project (PMP) at the Center for Labor and a Just Economy (CLJE) organizes and supports labor pension fund trustees to step into their power and foster more effective stewardship and responsible investment in service of their beneficiaries. Rooted in authentic relationships, the PMP arranges participants into pairs (two Trustees) for 1:1 conversations and pods (several participants plus an experienced advisor) so trustees can go both deep and broad on the issues most important to them. 

In its inaugural year, 16 trustees and 4 advisors participated in the PMP. Participants ranged in age from 40 – 73, lived across four time zones, and collectively represented 100 years of experience as trustees. 

We are currently accepting applications. To apply to participate in the 2024-2025 cohort, please fill out the Expression of Interest form below by September 13, 2024.

Peer Mentoring Project Team

Eric Horvath
Peer Mentoring Project Manager
ehorvath@law.harvard.edu

Erin Shackelford
Director, Workers’ Capital Project
eshackelford@law.harvard.edu

Content

In addition to supporting participants navigate their roles and duties as trustees, the PMP helps participants better understand and effectuate change related to responsible investment. Topics for learning are being finalized for this year, but the following list is a representative sample of topics raised from participants in the PMP’s inaugural year: 

• Engaging with investment Managers on performance, fees and impact 

• Understanding Private Equity and Private Credit, including societal impacts 

• Leveraging shareholder advocacy and proxy voting power 

• Understanding fiduciary duty 
• Following the latest diversity, equity and inclusion initiatives 
• Challenges of hiring internal staff and educating members in financial literacy