Agenda

 

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Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits.


  • Sun Oct 26
  • Mon Oct 27
  • Tue Oct 28
  • Wed Oct 29
  • All Days
Sunday October 26
Time   Session/Event   Speakers/Presenters/Sponsor
10:00 AM - 2:30 PM   Community Investing Working Group: Strategy Session    
11:00 AM - 12:15 PM   First Affirmative Financial Network, LLC Annual Meeting of Investors    
12:00 PM - 5:00 PM   Sponsor Set-Up    
12:00 PM - 1:30 PM   Lunch for Representatives of Progressive Asset Management    
12:30 PM - 2:00 PM   First Affirmative Financial Network Advisory Board Lunch and Meeting    
1:30 PM - 6:00 PM   Conference Registration    
2:15 PM - 3:15 PM   New Participant Orientation Session   Lisa Woll  
3:30 PM - 4:45 PM Breakout Sessions  
  * Private Equity & Impact   David Berge, Joel Solomon  
    SRI and the Law: Evolution of Fiduciary Duties   Adam Kanzer, Peter Kinder, Ben Richardson, Cheryl Smith  
    SRI Basics: Making Money and Making a Difference   Frank Altman, Joanne Dowdell , Leslie Lowe, Fran Teplitz  
    From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement   Rebecca Adamson, Dave Andrews, David Hircock  
    TBD    
4:45 PM - 6:15 PM   Reception and Networking  
Sentinel Investments
6:15 PM - 7:15 PM   Dinner  
The Ethical Funds Company
7:30 PM - 8:00 PM   Conference Kick-Off   Steve Schueth, Lisa Woll  
7:45 PM - 8:45 PM   Where in the World is the World Headed?   Stephen Lewis  
8:45 PM - 9:30 PM   Ice Cream Social  
Pax World Funds
Monday October 27
Time   Session/Event   Speakers/Presenters/Sponsor
6:15 AM - 7:45 AM   Morning Meditation / Silent Prayer    
6:45 AM - 8:00 AM   Breakfast  
FOLIOfn
6:45 AM - 8:15 AM   Private Breakfast for the Social Investment Forum Board of Directors    
6:45 AM - 8:15 AM   Private Breakfast for Community Investment Working Group    
8:00 AM - 8:15 AM   Official Conference Welcome   George R. Gay  
8:15 AM - 9:00 AM * Cultural Intelligence: The Adaptive Leader   Jennifer James  
9:00 AM - 10:00 AM   A Natural Step for the 2010 Winter Games   Linda Coady
Ken Melamed
 
10:00 AM - 10:30 AM   Break  
Strongtower Financial
10:30 AM - 11:45 AM Breakout Sessions  
  * Improving Market Returns: Real World Applications of Universal Ownership Theory   Jim Hawley, Adam Seitchik, Ariane van Buren  
  * The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors   David Buchholz, Julie Goodridge, Lisa Hall, Deborah Momsen-Hudson  
    Brands and CSR: How Integration Builds Value for SRI Investors   Cynthia Figge, Bob Helmuth, Carol Holding, Peter Verrengia  
    Scaling Up Community Investment and Social Finance: Local and Global Opportunities   Tim Draimin, Michele Giddens, Luther Ragin Jr., Tamara Vrooman  
    Clean Tech from an Investor Perspective   Ken Locklin, Nick Parker, Polly Shaw, Ian Simm  
11:45 AM - 1:00 PM   Lunch - Topic Tables  
Self-Help Credit Union
1:00 PM - 2:00 PM   International SIF Leaders: Building a Global Industry   Melissa Brown
Matt Christensen
Eugene Ellmen
Kim Young Ho
Lisa Woll
 
2:00 PM - 3:00 PM   Annual Meeting of the Social Investment Forum   Cheryl Smith, Lisa Woll  
3:00 PM - 4:30 PM   Recreation Time    
4:30 PM - 5:00 PM   Break    
5:00 PM - 6:00 PM   CEO Roundtable: Views from the Top on Industry Trends   David Brancaccio
Sarah Forrest
Barbara Krumsiek
Jack Robinson
 
6:15 PM - 6:45 PM Sponsored Presentations  
  Sustainable Investment Solutions for Socially Conscious Investors   Steve Schueth
First Affirmative Financial Network, LLC
    TBD  
Green Seal, Inc.
    Put Your Money Where Your Heart Is . . . .   Tracey Pettengill Turner
MicroPlace
    Sustainable Investing in Global Markets   Mary Austin, Ivka Kalus-Bystricky, Joe Keefe, Ian Simm
Pax World Funds
    Integrating ESG into Mainstream Investing   Ted Yarnell
ASSET4
6:50 PM - 7:20 PM Sponsored Presentations  
  TBD  
Calvert
    Energy and Emerging Markets: Investing in the Future   Christine Eibs SInger
E+Co
    The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks   Lynn Miller
MMA Praxis
    TBD  
KLD Research & Analytics
    Power of the Platform   Greg Verfaillie
Curian Capital
7:30 PM - 8:30 PM   Dinner  
MicroPlace
8:30 PM - 8:40 PM   Moskowitz Prize Presentation   Lloyd Kurtz  
8:40 PM - 11:00 PM   Exhibitor Fair  
All Conference Sponsors
Tuesday October 28
Time   Session/Event   Speakers/Presenters/Sponsor
6:15 AM - 7:00 AM   Morning Meditation / Silent Prayer    
7:00 AM - 8:30 AM   Breakfast - Topic Tables  
Azzad Asset Management
7:00 AM - 8:30 AM   Private Breakfast for Advocacy and Public Policy Working Group    
8:30 AM - 9:15 AM   TBD    
9:15 AM - 10:15 AM   Banker's Reach: The Continued Evolution of Sustainable Finance   Michael Jantzi
Kenneth G. Lay G.
Sandra Odendahl
 
10:15 AM - 10:45 AM   Break  
Boston Common Asset Management, LLC
10:45 AM - 12:00 PM Breakout Sessions  
  * Responsible Property Investing: Opportunities and Risks in Green Real Estate   Stu Dalheim, Clare Golla, Shannon Rohan, David Wood  
  * SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI   Miranda Anderson , Alex Barkawi, Joe Keefe, Craig Metrick  
    Conserving Canada's Boreal Forest - Investing in Global Sustainability   Lewis Fix, Larry Innes, Dave Porter, Karen Shapiro, Robert Walker  
    Climate Change, Dynamic Impacts, Exciting Opportunities for Investors   Doug Arent, Bruce M. Kahn, Pierre Trevet, Bruce M. Usher  
    The Global Water Crisis: A Social Challenge and Investment Opportunity   Mark Bytheway, Alya Z. Kayal, Jens Peers, Gavin Power, Jeff Rodgers  
12:00 PM - 1:15 PM   Lunch  
Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM Breakout Sessions  
  * Quantifying the "S" in ESG   Marlys Appleton, Aaron Bernstein, Julie Gorte, Heidi Welsh  
  * The Good, the Bad, and the Ugly: Economic Update and Market Forecast   Mel Miller  
    Presentation and Discussion of the Moskowitz Prize Winning Study   Lloyd Kurtz, Moskowitz Prize Winner  
    The Young and Restless: SRI on Campus - Next Generation Leaders and Initiatives   Megha Doshi, Michael Kramer, Morgan Simon, Adam Sterling  
    State-of-the-Art ESG Integration: Fiduciary-Level Best Practices, Innovations, and Challenges   Sarah Cleveland, Michael McCauley - invited, Priti Shokeen, Paul Watchman  
2:30 PM - 4:30 PM   Recreation Time    
4:30 PM - 5:00 PM   Break    
5:00 PM - 6:00 PM   Innovations in Philanthropy: A Tipping Point for Mission Related Investing?   Doug Bauer
John Sage - invited
Richard Woo
 
6:15 PM - 6:45 PM Sponsored Presentations  
  Transformative Investing 2.0 - A Community of Like-Minded Investment Professionals   Steve Schueth
First Affirmative Financial Network, LLC
    TBD   Amy Domini
Domini Social Investments LLC
    Price Theory & Your Portfolio: Building Real Wealth over Time   Matthew Zuck
SKBA Capital Management
    Solution-Set for the Tar Sands: An Investor Proposal   Robert Walker
The Ethical Funds Company
    TBD    
6:50 PM - 7:20 PM Sponsored Presentations  
  Energy Efficiency   Tod Arbogast
Dell Inc.
    After the Merger: Sentinel Investment's Plans for Sustainable Investing  
Sentinel Investments
    Environmental Technology Companies and Climate Change Risk: What are the Opportunities for Investment Professionals?   Winston Hickox
FTSE
    TBD    
7:30 PM - 8:30 PM   Dinner  
Calvert
8:30 PM - 8:40 PM   SRI Service Award Presentation   Conrad MacKerron  
8:40 PM - 9:00 PM   Acknowledgements and Appreciations   George R. Gay  
9:00 PM - 2:00 AM   Celebration / Dance  
Domini Social Investments LLC
Wednesday October 29
Time   Session/Event   Speakers/Presenters/Sponsor
7:00 AM - 8:30 AM   Morning Meditation / Silent Prayer    
8:30 AM - 9:15 AM   Continental Breakfast    
9:15 AM - 10:45 AM   Closing Circle    
10:45 AM - 11:45 AM   Brunch -- Conference Adjourns  
Calvert Social Investment Foundation
11:00 AM - 4:00 PM   Social Investment Forum Board of Directors Meeting    
Sunday, October 26, 2008
Time   Session/Event   Speakers/Presenters/Sponsor
10:00 AM - 2:30 PM   Community Investing Working Group: Strategy Session    
11:00 AM - 12:15 PM   First Affirmative Financial Network, LLC Annual Meeting of Investors    
12:00 PM - 1:30 PM   Lunch for Representatives of Progressive Asset Management    
12:00 PM - 5:00 PM   Sponsor Set-Up    
12:30 PM - 2:00 PM   First Affirmative Financial Network Advisory Board Lunch and Meeting    
1:30 PM - 6:00 PM   Conference Registration    
2:15 PM - 3:15 PM   New Participant Orientation Session   Lisa Woll  
3:30 PM - 4:45 PM Breakout Sessions  
  * Private Equity & Impact   David Berge, Joel Solomon  
    SRI and the Law: Evolution of Fiduciary Duties   Adam Kanzer, Peter Kinder, Ben Richardson, Cheryl Smith  
    SRI Basics: Making Money and Making a Difference   Frank Altman, Joanne Dowdell , Leslie Lowe, Fran Teplitz  
    From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement   Rebecca Adamson, Dave Andrews, David Hircock  
    TBD    
4:45 PM - 6:15 PM   Reception and Networking  
Sentinel Investments
6:15 PM - 7:15 PM   Dinner  
The Ethical Funds Company
7:30 PM - 8:00 PM   Conference Kick-Off   Steve Schueth, Lisa Woll  
7:45 PM - 8:45 PM   Where in the World is the World Headed?   Stephen Lewis  
8:45 PM - 9:30 PM   Ice Cream Social  
Pax World Funds
Monday, October 27, 2008
Time   Session/Event   Speakers/Presenters/Sponsor
6:15 AM - 7:45 AM   Morning Meditation / Silent Prayer    
6:45 AM - 8:00 AM   Breakfast  
FOLIOfn
6:45 AM - 8:15 AM   Private Breakfast for the Social Investment Forum Board of Directors    
6:45 AM - 8:15 AM   Private Breakfast for Community Investment Working Group    
8:00 AM - 8:15 AM   Official Conference Welcome   George R. Gay  
8:15 AM - 9:00 AM * Cultural Intelligence: The Adaptive Leader   Jennifer James  
9:00 AM - 10:00 AM   A Natural Step for the 2010 Winter Games   Linda Coady
Ken Melamed
 
10:00 AM - 10:30 AM   Break  
Strongtower Financial
10:30 AM - 11:45 AM Breakout Sessions  
  * Improving Market Returns: Real World Applications of Universal Ownership Theory   Jim Hawley, Adam Seitchik, Ariane van Buren  
  * The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors   David Buchholz, Julie Goodridge, Lisa Hall, Deborah Momsen-Hudson  
    Brands and CSR: How Integration Builds Value for SRI Investors   Cynthia Figge, Bob Helmuth, Carol Holding, Peter Verrengia  
    Scaling Up Community Investment and Social Finance: Local and Global Opportunities   Tim Draimin, Michele Giddens, Luther Ragin Jr., Tamara Vrooman  
    Clean Tech from an Investor Perspective   Ken Locklin, Nick Parker, Polly Shaw, Ian Simm  
11:45 AM - 1:00 PM   Lunch - Topic Tables  
Self-Help Credit Union
1:00 PM - 2:00 PM   International SIF Leaders: Building a Global Industry   Melissa Brown
Matt Christensen
Eugene Ellmen
Kim Young Ho
Lisa Woll
 
2:00 PM - 3:00 PM   Annual Meeting of the Social Investment Forum   Cheryl Smith, Lisa Woll  
3:00 PM - 4:30 PM   Recreation Time    
4:30 PM - 5:00 PM   Break    
5:00 PM - 6:00 PM   CEO Roundtable: Views from the Top on Industry Trends   David Brancaccio
Sarah Forrest
Barbara Krumsiek
Jack Robinson
 
6:15 PM - 6:45 PM Sponsored Presentations  
  Sustainable Investment Solutions for Socially Conscious Investors   Steve Schueth
First Affirmative Financial Network, LLC
    TBD  
Green Seal, Inc.
    Put Your Money Where Your Heart Is . . . .   Tracey Pettengill Turner
MicroPlace
    Sustainable Investing in Global Markets   Mary Austin, Ivka Kalus-Bystricky, Joe Keefe, Ian Simm
Pax World Funds
    Integrating ESG into Mainstream Investing   Ted Yarnell
ASSET4
6:50 PM - 7:20 PM Sponsored Presentations  
  TBD  
Calvert
    Energy and Emerging Markets: Investing in the Future   Christine Eibs SInger
E+Co
    The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks   Lynn Miller
MMA Praxis
    TBD  
KLD Research & Analytics
    Power of the Platform   Greg Verfaillie
Curian Capital
7:30 PM - 8:30 PM   Dinner  
MicroPlace
8:30 PM - 8:40 PM   Moskowitz Prize Presentation   Lloyd Kurtz  
8:40 PM - 11:00 PM   Exhibitor Fair  
All Conference Sponsors
Tuesday, October 28, 2008
Time   Session/Event   Speakers/Presenters/Sponsor
6:15 AM - 7:00 AM   Morning Meditation / Silent Prayer    
7:00 AM - 8:30 AM   Breakfast - Topic Tables  
Azzad Asset Management
7:00 AM - 8:30 AM   Private Breakfast for Advocacy and Public Policy Working Group    
8:30 AM - 9:15 AM   TBD    
9:15 AM - 10:15 AM   Banker's Reach: The Continued Evolution of Sustainable Finance   Michael Jantzi
Kenneth G. Lay G.
Sandra Odendahl
 
10:15 AM - 10:45 AM   Break  
Boston Common Asset Management, LLC
10:45 AM - 12:00 PM Breakout Sessions  
  * Responsible Property Investing: Opportunities and Risks in Green Real Estate   Stu Dalheim, Clare Golla, Shannon Rohan, David Wood  
  * SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI   Miranda Anderson , Alex Barkawi, Joe Keefe, Craig Metrick  
    Conserving Canada's Boreal Forest - Investing in Global Sustainability   Lewis Fix, Larry Innes, Dave Porter, Karen Shapiro, Robert Walker  
    Climate Change, Dynamic Impacts, Exciting Opportunities for Investors   Doug Arent, Bruce M. Kahn, Pierre Trevet, Bruce M. Usher  
    The Global Water Crisis: A Social Challenge and Investment Opportunity   Mark Bytheway, Alya Z. Kayal, Jens Peers, Gavin Power, Jeff Rodgers