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Sunday, October 26, 2008 |
| Time |
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Session/Event |
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Speakers/Presenters/Sponsor |
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10:00 AM - 2:30 PM |
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Community Investing Working Group: Strategy Session
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11:00 AM - 12:15 PM |
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First Affirmative Financial Network, LLC Annual Meeting of Investors
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| 12:00 PM - 1:30 PM |
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Lunch for Representatives of Progressive Asset Management
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12:00 PM - 5:00 PM |
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Sponsor Set-Up
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| 12:30 PM - 2:00 PM |
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First Affirmative Financial Network Advisory Board Lunch and Meeting
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1:30 PM - 6:00 PM |
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Conference Registration
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2:15 PM - 3:15 PM |
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New Participant Orientation Session
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Lisa Woll
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3:30 PM - 4:45 PM |
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Breakout Sessions |
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| |
*
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Private Equity & Impact
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David Berge, Joel Solomon
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SRI and the Law: Evolution of Fiduciary Duties
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Adam Kanzer, Peter Kinder, Ben Richardson, Cheryl Smith
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SRI Basics: Making Money and Making a Difference
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Frank Altman, Joanne Dowdell , Leslie Lowe, Fran Teplitz
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From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement
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Rebecca Adamson, Dave Andrews, David Hircock
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TBD
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| 4:45 PM - 6:15 PM |
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Reception and Networking
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Sentinel Investments
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| 6:15 PM - 7:15 PM |
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Dinner
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The Ethical Funds Company
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7:30 PM - 8:00 PM |
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Conference Kick-Off
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Steve Schueth, Lisa Woll
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7:45 PM - 8:45 PM |
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Where in the World is the World Headed?
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Stephen Lewis
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8:45 PM - 9:30 PM |
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Ice Cream Social
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Pax World Funds
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Monday, October 27, 2008 |
| Time |
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Session/Event |
|
Speakers/Presenters/Sponsor |
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6:15 AM - 7:45 AM |
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Morning Meditation / Silent Prayer
|
|
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| 6:45 AM - 8:00 AM |
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Breakfast
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|
FOLIOfn
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| 6:45 AM - 8:15 AM |
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Private Breakfast for the Social Investment Forum Board of Directors
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| 6:45 AM - 8:15 AM |
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Private Breakfast for Community Investment Working Group
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8:00 AM - 8:15 AM |
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Official Conference Welcome
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George R. Gay
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8:15 AM - 9:00 AM |
*
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Cultural Intelligence: The Adaptive Leader
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Jennifer James
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9:00 AM - 10:00 AM |
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A Natural Step for the 2010 Winter Games
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Linda Coady Ken Melamed
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| 10:00 AM - 10:30 AM |
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Break
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Strongtower Financial
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10:30 AM - 11:45 AM |
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Breakout Sessions |
|
| |
*
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Improving Market Returns: Real World Applications of Universal Ownership Theory
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Jim Hawley, Adam Seitchik, Ariane van Buren
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*
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The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors
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David Buchholz, Julie Goodridge, Lisa Hall, Deborah Momsen-Hudson
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Brands and CSR: How Integration Builds Value for SRI Investors
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Cynthia Figge, Bob Helmuth, Carol Holding, Peter Verrengia
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Scaling Up Community Investment and Social Finance: Local and Global Opportunities
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Tim Draimin, Michele Giddens, Luther Ragin Jr., Tamara Vrooman
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Clean Tech from an Investor Perspective
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Ken Locklin, Nick Parker, Polly Shaw, Ian Simm
|
| 11:45 AM - 1:00 PM |
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Lunch - Topic Tables
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Self-Help Credit Union
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1:00 PM - 2:00 PM |
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International SIF Leaders: Building a Global Industry
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Melissa Brown Matt Christensen Eugene Ellmen Kim Young Ho Lisa Woll
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2:00 PM - 3:00 PM |
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Annual Meeting of the Social Investment Forum
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Cheryl Smith, Lisa Woll
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| 3:00 PM - 4:30 PM |
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Recreation Time
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|
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| 4:30 PM - 5:00 PM |
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Break
|
|
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5:00 PM - 6:00 PM |
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CEO Roundtable: Views from the Top on Industry Trends
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David Brancaccio Sarah Forrest Barbara Krumsiek Jack Robinson
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6:15 PM - 6:45 PM |
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Sponsored Presentations | |
| |
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Sustainable Investment Solutions for Socially Conscious Investors
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Steve Schueth
First Affirmative Financial Network, LLC
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TBD
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Green Seal, Inc.
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Put Your Money Where Your Heart Is . . . .
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Tracey Pettengill Turner
MicroPlace
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Sustainable Investing in Global Markets
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Mary Austin, Ivka Kalus-Bystricky, Joe Keefe, Ian Simm
Pax World Funds
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Integrating ESG into Mainstream Investing
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Ted Yarnell
ASSET4
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6:50 PM - 7:20 PM |
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Sponsored Presentations | |
| |
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TBD
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Calvert
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Energy and Emerging Markets: Investing in the Future
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Christine Eibs SInger
E+Co
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The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks
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Lynn Miller
MMA Praxis
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TBD
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KLD Research & Analytics
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Power of the Platform
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Greg Verfaillie
Curian Capital
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| 7:30 PM - 8:30 PM |
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Dinner
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MicroPlace
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8:30 PM - 8:40 PM |
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Moskowitz Prize Presentation
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Lloyd Kurtz
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8:40 PM - 11:00 PM |
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Exhibitor Fair
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All Conference Sponsors
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Tuesday, October 28, 2008 |
| Time |
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Session/Event |
|
Speakers/Presenters/Sponsor |
|
6:15 AM - 7:00 AM |
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Morning Meditation / Silent Prayer
|
|
|
| 7:00 AM - 8:30 AM |
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Breakfast - Topic Tables
|
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Azzad Asset Management
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| 7:00 AM - 8:30 AM |
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Private Breakfast for Advocacy and Public Policy Working Group
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|
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8:30 AM - 9:15 AM |
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TBD
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9:15 AM - 10:15 AM |
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Banker's Reach: The Continued Evolution of Sustainable Finance
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Michael Jantzi Kenneth G. Lay G. Sandra Odendahl
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| 10:15 AM - 10:45 AM |
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Break
|
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Boston Common Asset Management, LLC
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10:45 AM - 12:00 PM |
|
Breakout Sessions |
|
| |
*
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Responsible Property Investing: Opportunities and Risks in Green Real Estate
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Stu Dalheim, Clare Golla, Shannon Rohan, David Wood
|
|
*
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SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI
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Miranda Anderson , Alex Barkawi, Joe Keefe, Craig Metrick
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Conserving Canada's Boreal Forest - Investing in Global Sustainability
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Lewis Fix, Larry Innes, Dave Porter, Karen Shapiro, Robert Walker
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Climate Change, Dynamic Impacts, Exciting Opportunities for Investors
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Doug Arent, Bruce M. Kahn, Pierre Trevet, Bruce M. Usher
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The Global Water Crisis: A Social Challenge and Investment Opportunity
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Mark Bytheway, Alya Z. Kayal, Jens Peers, Gavin Power, Jeff Rodgers
|
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