2008 photo gallery is available for viewing. The slideshow shown at the conference can be seen here.
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Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits.
- Oct 26, 2008
- Oct 27, 2008
- Oct 28, 2008
- Oct 29, 2008
- All Days
Sunday October 26
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 7:30 AM | Sunrise Devotional | |||
| Dale Fletcher | 12:00 PM - 5:00 PM | Sponsor Set-Up | ||
| 1:00 PM - 2:15 PM | Stress and Your Personal Wellness: What's Your Faith and God Have to Do With It? | |||
| Dale Fletcher View | ||||
| Life and stress, they go hand in hand and if left unchecked, chronic stress will impact on your health in negative ways. However, God designed us in a marvelous way such that when we apply his principles of mind, body and spirit health, our emotional and physical well-being will be healthier. Learn how the mind, body and spirit are interconnected, gain insight as to how the body is affected by internal stress and how a strong faith can affect your personal wellness. | 1:30 PM - 6:30 PM | Conference Registration | ||
| Make the Conference Registration Desk your first stop at The Fairmont. Pick up your Conference Notebook and your name badge. You will need your badge to access conference sessions, receptions, and meals. | 2:15 PM - 3:15 PM | New Participant Orientation | ||
|
Fran Teplitz Managing Director, Social Investment Forum View Meg Voorhees Deputy Director & Research Director, Social Investment Forum Lisa Woll CEO, Social Investment Forum | ||||
| The New Participant Orientation is designed to help newcomers maximize the value of their first SRI in the Rockies Conference experience. Orientation includes background information on the social investment industry, the conference, and the organizations that partner to produce it. This is a great opportunity to settle in, ask questions, share advice, and prepare for an exciting three days at Whistler. Veteran conference participants are also encouraged to attend! | 3:30 PM - 4:45 PM | Breakout Sessions | ||
| PE-01 Next Generation High Impact Venture Funds for a New Generation of Investors * Listen | ||||
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David Berge Managing Member, Underdog Ventures William Rosenzweig Managing Director, PHYSIC Ventures LLC Joel Solomon President and CEO, Renewal Partners | ||||
| Many professionals understand the importance of an allocation to alternative assets, but few know the details of how social and environmental funds work on the ground. Three seasoned fund managers known for maximizing social impact give attendees a look under the hood at high impact venture funds, giving examples of real deals, structures, successes and failures. | PE-02 SRI and the Law: Evolution of Fiduciary Duties * Listen | |||
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Adam Kanzer JD Managing Director, General Counsel, Domini Social Investments Peter D. Kinder JD President, KLD Research & Analytics View Benjamin J. Richardson PhD Professor, Osgoode Hall Law School, York University Cheryl Smith PhD Executive Vice President, Senior Portfolio Manager, Trillium Asset Management Corporation View | ||||
| Institutional investors are subject to fiduciary duties which shape and constrain their ability to invest responsibly, particularly if socially motivated investment choices may hurt financial returns. This panel examines the evolving relationship between fiduciary duties and SRI, focusing on recent developments in US trust law, the interpretation of fiduciary duties in practice in the investment community, and the application of fiduciary standards to specific SRI issues such as climate change. | SI-01 SRI Basics: Making Money and Making a Difference Listen | |||
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Frank Altman President and CEO, Community Reinvestment Fund View Joanne Dowdell Senior Vice President, Director Corporate Responsiblity, Sentinel Investments View Alya Kayal Vice President, Social Research, Calvert View Fran Teplitz Managing Director, Social Investment Forum View | ||||
| This session will provide an introduction to the field of socially responsible investing, and is especially geared toward meeting the information needs of people new to the SRI industry. The panelists will define common SRI terms, provide an overview of the industry, explain major trends, and discuss core SRI strategies: portfolio screening on environmental, social, and governance factors; shareholder advocacy; and community investing. Questions from the audience are welcome to enrich the educational nature of this session. | SI-02 From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement Listen | |||
|
Rebecca Adamson President and Founder, First Peoples Worldwide Cheryl Brooks President, Indigenuity Consulting Group Jeffrey Davidson Principal Adviser, International and Community Relations, Rio Tinto plc David Hircock PhD Advisor to the President of Aveda (natural resources), Estee Lauder Companies, Inc. Michael Rae Indigenous Peoples Advisory Board, International Council on Mining and Metals | ||||
| Some corporations with economic and political power have resisted Free, Prior and Informed Consent (FPIC) on the grounds that it gives one side a veto, but other corporations are recognizing that FPIC represents good business - by ceding some control of projects through co-management and equity-sharing, business risks can be reduced. | SI-03 Shareholder Engagement and Labor Rights in Emerging Markets Listen | |||
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Lauren Compere Director of Shareholder Advocacy, Boston Common Asset Management View Richard Coyle Senior Director, International Corporate Affairs, Wal-Mart Stores View Bennett Freeman Senior Vice President, Social Research and Policy, Calvert Heather White Founder and President, New Standards View | ||||
| Working conditions in factories and farms around the world are key supply chain issues that corporations must manage and investors should evaluate. Labor problems can affect sales, a company's reputation, and its financial performance. This panel will review different ways companies address labor issues and how shareholders can influence them. The discussion will focus on forced labor in the Uzbek cotton industry, Chinese factories that supply major brands and retailers, and Korean companies' dependence on domestic workforces. SIRAN's (Sustainable Investment Research Analyst Network) Emerging Markets Disclosure Initiative will also be highlighted. | ||||
| 4:45 PM - 6:15 PM | Reception and Networking Sponsored By Sentinel Investments | |||
| 6:15 PM - 7:30 PM | Dinner Sponsored By The Ethical Funds Company | 7:30 PM - 7:45 PM | Conference Kick-Off | |
|
Steven J. Schueth President, First Affirmative Financial Network Lisa Woll CEO, Social Investment Forum | 7:45 PM - 8:45 PM | Where in the World is the World Headed? Listen | ||
| Stephen Lewis, Co-director, AIDS-Free World; former Canada Ambassador to the United Nations | ||||
| Stephen Lewis will make a panoramic sweep of international affairs, concentrating especially on globalization, conflict, poverty, disease and the role of socially responsible investors in all of it. | ||||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Management LLC | |||
Monday, October 27, 2008
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:00 AM - 7:30 AM | Morning Meditation / Silent Prayer | |||
| Take advantage of this time to relax, get in touch with your spirit, or focus on the day ahead. | ||||
| 6:45 AM - 8:00 AM | Breakfast Sponsored By Folio Institutional | |||
| 6:45 AM - 7:55 AM | Private Breakfast for the Social Investment Forum Board of Directors | |||
| 6:45 AM - 7:55 AM | Private Breakfast for Community Investment Working Group | 8:00 AM - 8:15 AM | Official Conference Welcome | |
| George R. Gay CEO, First Affirmative Financial Network | 8:15 AM - 9:05 AM | Cultural Intelligence: The Adaptive Leader Listen | ||
| Jennifer James PhD Urban Cultural Anthropologist | ||||
| We tend to adapt easily to new technology, we accommodate new economic structures, we welcome new workers, but we resist changing patterns and models of operation. One of the most difficult aspects of adapting to rapid change is the ability to give up an old construct about "the way things ought to be" and develop a new one based on the current realities. Accepting a new version of reality - essentially telling a new story - requires cultural intelligence. Cultural intelligence is the ability to observe, learn, and understand our own culture as well as the culture of others. It is an essential leadership skill. | 9:05 AM - 10:00 AM | A Natural Step for the 2010 Winter Games Listen | ||
| Linda Coady Vice President Sustainability, Vancouver Organizing Committee for the 2010 Olympic & Paralympic Winter Games (VANOC) View , Ken Melamed Mayor, Resort Municipality of Whistler View | ||||
| Strategic development for the City of Whistler is based on The Natural Step. This science-based framework has guided city planners onto an ecologically, socially, and economically sustainable path, and has created a model city where innovation is leading the transition to a truly sustainable future. As the Host Mountain Resort of the 2010 Olympic and Paralympic Winter Games, Whistler has encouraged an Olympic commitment to sustainability and the Vancouver Organizing Committee (VANOC) has embraced sustainability in a deep, system-wide manner. | ||||
| 10:00 AM - 10:30 AM | Break Sponsored By Strongtower Financial | 10:30 AM - 11:45 AM | Breakout Sessions | |
| PE-03 Improving Market Returns: Real World Applications of Universal Ownership Theory * Listen | ||||
|
Peter Kinder JD President, KLD Research & Analytics Adam Seitchik PhD, CFA Executive Vice President; Chief Investment Officer, Trillium Asset Management View Ariane van Buren PhD Director of Investor Engagement, Ceres View | ||||
| Market returns do not occur in a vacuum, but are the product of social and environmental trends that investors themselves help influence. Universal owner (UO) theory is emerging as a financial rationale for reducing negative market externalities (such as pollution and poverty) to ensure better long-term returns. The presenters will apply UO theory and engage the audience in dialogue on the relevance of these powerful ideas for the SRI community. | PE-04 The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors * Listen | |||
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David Buchholz Senior Policy Anaylst, Federal Reserve Board of Governors Julie Goodridge President, NorthStar Asset Management Lisa Hall Director, Lending and Advisory Services, Calvert Foundation View Deborah Momsen-Hudson Vice President, Self-Help Credit Union View | ||||
| The so-called "subprime mortgage crisis" continues to affect investors, the economy, and a growing number of families and individuals. This panel will address the price that communities, particularly low-income people in urban areas, are paying for Wall Street greed; the use of the shareholder resolution process to address the crisis; and responses by leaders in the Community Investing field. | SI-04 Brands and CSR: How Integration Builds Value for SRI Investors Listen | |||
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Pam Cohen PhD Co-Founder and Partner, Communications Consultants Worldwide and Predictiv View Cynthia Figge Partner and Co-founder, Ekos International View Bob Helmuth Vice President, Advisor Markets, Pax World Management Corporation Carol Holding President and Founder, Holding Associates, Inc. View | ||||
| Everybody acknowledges a strong relationship between brand/reputation and sustainability, yet quantifying this link has been elusive. This panel offers a look at the latest findings and methodologies for putting hard numbers behind the interdependence of brand and Corporate Social Responsibility (CSR), and for distributing it to retail investors and consumers. | SI-05 Scaling Up Community Investment and Social Finance: Local and Global Opportunities Listen | |||
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Tim Draimin CEO, Tides Canada Foundation View Donna Katzin Executive Director, Shared Interest View Don Shaffer President and CEO, RSF Social Finance View Tamara Vrooman CEO, Vancity Savings Credit Union | ||||
| Community investment and social finance has a long history in areas such as affordable housing and community economic development. The challenge today is to scale up community investment and social finance into a definable asset class attractive to institutional investors and the investing public. This session will look at trends in Europe, the U.S. and Canada, and strategies to expand the size and scale of community development investing. | SI-06 Clean Energy & Clean Tech from an Investor Perspective Listen | |||
|
Rafael Coven Managing Partner, Cleantech Indices LLC View Bruce Jenkyn-Jones Investment Director, Impax Asset Management Ltd. View Ken Locklin Director, Finance and Investment, Clean Energy Group View Polly Shaw Director of External Relations, Suntech America, Inc. View | ||||
| Referred to as the "mother of all markets", Clean Tech promises expanding investment opportunities for both individual and institutional investors, but it is not all clear sailing. Public and private equity investments and specialized Clean Tech/Clean Energy indices, all hold challenges for investors. Join these panelists for a discussion of investment trends and opportunities in the clean energy and clean technology space, with a special focus on the solar energy market. | ||||
| 11:45 AM - 1:00 PM | Lunch: Topic Tables Sponsored By Self-Help Credit Union | 1:00 PM - 2:00 PM | International SIF Leaders: Building a Global Industry Listen | |
| Melissa Brown Founder, former Executive Director, Association for Sustainable and Responsible Investment in Asia (ASrIA), Matt Christensen Executive Director, European Social Investment Forum (EuroSIF), Eugene Ellmen Executive Director, Social Investment Organization, Lisa Woll CEO, Social Investment Forum, Karl Yang Executive Director, Founder, Korea Sustainability Investing Forum | ||||
| From its inception, socially responsible investing has sought to impact societies and companies across the globe. Recent developments and initiatives, such as the United Nation's Principles for Responsible Investing, and improved environmental, social and governance (ESG) research on companies in the developing world, have helped foster greater collaboration and information-sharing among practitioners from around the globe. SIF leaders from Asia, Europe and North America will share their views on the trends affecting our industry, regional differences of how SRI is conducted, and what we can learn from one another. | 2:00 PM - 3:00 PM | Annual Meeting of the Social Investment Forum | ||
|
Cheryl Smith Board Chair, Social Investment Forum Lisa Woll CEO, Social Investment Forum View | ||||
| 3:00 PM - 4:30 PM | Recreation Time | |||
| 3:00 PM - 4:30 PM | Special Film Presentation | |||
| This special film presentation offered during recreation time, "Have You Heard From Johannesburg?: Apartheid and the Club of the West", shows how a nationwide campaign of civil disobedience, campus protest and legislative action, spearheaded by African American leaders, reversed American foreign policy toward South Africa. | 3:00 PM - 5:00 PM | Progressive Asset Management (by invitation) | ||
| Progressive Asset Management | ||||
| Todd Melillo, CEO of Financial West Group, will meet with FWG & Progressive Asset Management represenatives. | ||||
| 4:30 PM - 5:00 PM | Break | 5:00 PM - 6:00 PM | CEO Roundtable: Views from the Top on Industry Trends Listen | |
| David Brancaccio Senior Editor and Host, NOW on PBS, Sarah Forrest PhD Executve Director, GS Sustain, Goldman Sachs International, Barbara Krumsiek CEO, Calvert, Jack Robinson Founder and President, Winslow Green Mutual Funds | ||||
| Awareness of global sustainability issues has increased the demand for socially and environmentally responsible investment products and reinforced the need for more rigorous environmental, social, and governance (ESG) analysis. Recent trends include the development of sell-side SRI research at mainstream banks, the proliferation of SRI products across asset classes, and increased interest in cleaner, greener investment opportunities that pass the sustainability test. Join these industry leaders as they discuss these trends and speculate about changing roles and strategic opportunities for traditional SRI firms, green investors, and mainstream firms. | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| SP-01 Sustainable Investment Solutions for Socially Conscious Investors Listen | ||||
|
First Affirmative Financial Network, LLC
Danielle Burns Business Development Consultant, First Affirmative Financial Network LLC View Johann Klaassen Vice President, Managed Account Programs, First Affirmative Financial Network LLC | ||||
| First Affirmative developed the first Unified Managed Account (UMA) for socially conscious investors five years ago. Our Sustainable Investment Solutions process begins with a Confidential Client Questionnaire which captures information on financial goals, time, horizon, risk tolerance, and societal priorities. An asset allocation strategy is tailored to meet the client's needs, and an Investment Policy Statement guides discretionary management of the account. Assets may be invested in mutual funds or with SRI-capable separate account managers. This is a quick overview of the way we work through a nationwide network of investment advisors to serve the unique needs of socially conscious investors. | SP-02 Proven Green: A New Strategy for the Greening of Companies Listen | |||
|
Green Seal, Inc.
Linda H. Chipperfield Vice President, Marketing & Outreach, Green Seal, Inc. View Stuart T. Valentine President, Iowa Progressive Asset Management Arthur Weissman PhD President and CEO, Green Seal, Inc. View | ||||
| Green Seal, the oldest non-profit ecolabel in the US, introduces a comprehensive program to help companies prove their sustainability. Companies will gain recognition for their achievements that investors find valuable for funding decisions. The impeccable reputation of a 20-year-old environmental organization provides a credible platform for the marketing of sustainability. | SP-03 Put Your Money Where Your Heart Is . . . . Listen | |||
| MicroPlace Ashwini Narayanan, MicroPlace View | ||||
| What if the everyday person could have a way to make socially responsible investments, earn a return, AND address global poverty? Marry financial returns for the wallet with conscious returns for the heart? Microfinance has proven that the world's working poor don't want charity - they prefer small loans that help them start a business, and lift them from poverty with dignity and equality. Learn about a new direction in microfinance to end poverty for the one billion working poor around the world through Microplace.com, the world's first socially responsible online brokerage specializing in microfinance investments with a financial return. | SP-04 Sustainable Investing in Global Markets Listen | |||
|
Pax World Management LLC
Mary Austin Portfolio Manager, Pax World High Yield Bond Fund Bruce Jenkyn-Jones Co-Portfolio Manager, Pax World Global Green Fund Ivka Kalus-Bystricky Portfolio Manager, Pax World International Fund Joe Keefe President and CEO, Pax World Management Corporation | ||||
| A panel of three portfolio managers from Pax World will discuss their particular investment strategies in a global market. Mary Austin of the Pax World High Yield Bond Fund, Ivka Kalus-Bystricky of the new Pax World International Fund and Bruce Jenkyn-Jones of the new Pax World Global Green Fund will discuss opportunities to invest outside of the U.S. domestic market, with particular focus on large cap equity, high yield bond and clean technology strategies. | SP-05 Integrating ESG into Mainstream Investing Listen | |||
| ASSET4 Ted Yarnell Vice President and General Manager Americas, ASSET4 View | ||||
| Today, investors are recognizing that companies able to manage the full range of environmental, social, governance (ESG) issues are best positioned to reduce risk and achieve outperformance over the long term. Come learn how ASSET4 has made the monitoring and integrating of ESG information for investors and corporate executives easy and dynamic. | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| SP-06 Calvert Global Water Fund Listen | ||||
|
Calvert
Bennett Freeman Senior Vice President, Social Research and Policy Jens Peers Lead Portfolio Manager, Calvert Global Water Fund View | ||||
| The investment opportunities associated with the global water imbalance are increasing. Calvert's newest fund is designed to help investors capture the growth in this sector while positively addressing its complex social concerns. Join Jens Peers for a wide-ranging discussion of the geo-political issues, opportunities and his investment strategies for this growing and dynamic asset class. | SP-07 Small and Growing Businesses: High Impact Investing for People and Planet Listen | |||
| E+Co Christine Eibs Singer Co-founder and Executive Vice President, E+Co View | ||||
| Christine Eibs Singer will introduce a new trend in socially responsible investing - small and growing businesses. The bedrock of most economies, small and growing businesses not only fuel progress, but also have the power to impact climate change and poverty. Join Christine Eibs Singer for a discussion on high impact investing through small and growing businesses. | SP-08 The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks Listen | |||
| MMA Praxis Lynn Miller Stewardship Theology and Stewardship Investing Consultant | ||||
| The SRI movement betrays its own values and priorities by making its primary measurement of investment progress non-SRI market indexes. We will describe and explore the development of appropriate benchmarks for total SRI performance, such as the absolute return of social progress, measurable indicators of the betterment of human life, and the quantification of environmental health. | SP-09 Sustainability Without Borders: The Challenge for Investors Listen | |||
|
KLD Research & Analytics
Eric Fernald Director, Research, KLD Research & Analytics Peter D. Kinder President and Co-founder, KLD Research & Analytics Thomas Kuh Managing Director, KLD Indexes, KLD Research & Analytics View | ||||
| In 2006, KLD embarked on a year-long series of discussions with our network of global partners, money managers and investors, to develop a unified global research framework, perspective, and ratings. Our new global research platform and Global Sustainability Index incorporates what we've learned into powerful analytical and investing tools. Join KLD for a discussion of the challenges and opportunities of sustainable global investment. | SP-10 Power of the Platform Listen | |||
| Curian Capital Greg Verfaillie Senior Vice President, National Sales Manager, Curian Capital View | ||||
| Curian Capital is a leading asset management platform recognized by advisors for our simple process of incorporating a client's personal, social and environmental values into his or her portfolio. Curian's Custom Style Portfolios makes socially responsible investing easy and more personalized than ever before, providing up to 14 social screens. | ||||
| 7:30 PM - 8:30 PM | Dinner Sponsored By MicroPlace | 8:30 PM - 8:40 PM | Moskowitz Prize Presentation | |
| Lloyd Kurtz CFA Senior Portfolio Manager, Nelson Capital Management | ||||
| The Moskowitz Prize is awarded annually for excellence in academic research on a topic germane to the socially responsible investment industry. Lloyd Kurtz leads a group of objective academic judges who choose the winning study. He will present the 2008 winner. | 8:40 PM - 11:00 PM | Exhibitor Fair | ||
| All Conference Sponsors | ||||
| Mix and mingle with Conference Sponsors. Learn about what they do, what they offer, and how they support the sustainable and responsible investment industry. Cash bar. | ||||
Tuesday, October 28, 2008
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:00 AM - 7:30 AM | Morning Meditation / Silent Prayer | |||
| Take advantage of this time to relax, get in touch with your spirit, or focus on the day ahead. | ||||
| 7:00 AM - 8:30 AM | Breakfast - Topic Tables Sponsored By Azzad Asset Management | |||
| 7:00 AM - 8:15 AM | Private Breakfast for Advocacy and Public Policy Working Group | 8:30 AM - 9:15 AM | From Conflict to Collaboration: A New Model for Sustainability in the Great Bear Rainforest Listen | |
| Reynold Hert CEO, Western Forest Products View , Valerie Langer Director of BC Coast Campaigns, ForestEthics, Ross McMillan President and CEO, Tides Canada Foundation, Art Sterritt Executive Director, Coastal First Nations | ||||
| Canada's Great Bear Rainforest is one of the largest remaining coastal temperate rainforests on earth and its rare ecosystem has been home to First Nations communities for millennia. Over the past few decades, the "Great Bear" has become a testing ground for competing interests trying to create new models of economic and ecological sustainability. It is a remarkable story of creative collaboration among environmentalists, forest companies, First Nations, government, and philanthropic foundations. Come listen to the leaders who helped to forge this watershed agreement and establish the $120 million public/private Coastal Opportunities Fund. | 9:15 AM - 10:15 AM | Banker's Reach: The Continued Evolution of Sustainable Finance Listen | ||
| Michelle Chan Program Manager, Green Investments Project, Friends of the Earth - US, Michael Jantzi President and Founder, Jantzi Research, Kenneth G. Lay JD Vice President and Treasurer, The World Bank, Sandra Odendahl Director, Corporate Environmental Affairs, Royal Bank of Canada | ||||
| Bank credit and lending policies are closely linked to global sustainability principles and practices - in both positive and negative ways. Banks are critically positioned to address the impacts of global concerns such as climate change and the human rights of indigenous peoples. The broader field of sustainable finance is being shaped by the banks themselves, concerned investors, and other stakeholders, including NGOs. This plenary panel will engage in dialogue on progress made to date, and challenges that remain for redirecting the flow of capital to sustainable development. | ||||
| 10:15 AM - 10:45 AM | Break Sponsored By Boston Common Asset Management, LLC | 10:45 AM - 12:00 PM | Breakout Sessions | |
| PE-05 Responsible Property Investing: Opportunities and Risks in Green Real Estate * Listen | ||||
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Stuart Dalheim Director, Shareholder Advocacy, Calvert Group Emily Evers Director, Investor Relations/Business Development, RBC Apollo Equity Partners Clare Golla Senior Vice President of Nonprofit and Foundation Banking, ShoreBank Tessa Hebb Managing Director, Carleton Centre for Community Innovation, Carleton University Shannon Rohan Director of Responsible Investment, Shareholder Association for Research & Education (SHARE) | ||||
| Responsible Property Investing (RPI) is a fast growing field in which investors seek to apply the general principles and techniques of responsible investing to the peculiarities of real estate. This panel will cover a range of RPI investment strategies including labor-friendly institutional investment, green investment in underserved communities, and engagement with publicly traded real estate companies over their sustainability practices. | PE-06 SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI * Listen | |||
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Miranda Anderson Director of Corporate Affairs, Sustainability, Wal Mart View Alex Barkawi Managing Director, SAM Indexes View Joe Keefe CEO, Pax World Funds Craig Metrick U.S. head, Responsible Investing, Mercer Investment Consulting View | ||||
| Sustainable investing has emerged out of the growth in socially responsible investing, addressing concerns over fiduciary responsibility and potential value of corporate ESG leadership. Sustainable investing has drawn considerable interest across the globe by focusing on material opportunities and risks deriving from economic, environmental and social developments. An asset manager, an index provider, a consultant and a corporation representative will come together to discuss the benefits of the mainstreaming of sustainability-driven investing. | SI-07 Shifting Oil Sands: Investor Engagement in Canada's Boreal Forest Listen | |||
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Allan Adam Chief, Athabasca Chipeweyan First Nation Bill Arling Senior Environmental Specialist, Nexen Inc. View Simon Dyer Senior Policy Analyst, The Pembina Institute View Larry Innes Executive Director, Canadian Boreal Initiative Karen Shapiro Shareholder Advocacy Associate, Domini Social Investments View Robert Walker Vice President, Sustainability, The Ethical Funds Company View | ||||
| Canada's Boreal region spans more than a billion acres and is the "front line" for responsible investors concerned with oil sands, mining, and forestry development. Partially buried beneath the Boreal Forest, the oil sand deposits are spread over 34 million acres, an area the size of Florida. Join these panelists for an overview of the social and environmental issues surrounding oil sand development, a description of the Canadian Boreal Initiative, and a discussion of how investors are engaging with industry, environmentalists, and First Nations leaders to find sustainable solutions. | SI-08 Climate Change: Portfolio Impacts, Investment Opportunities and Carbon Trading Listen | |||
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Doug Arent PhD Director, Strategic Energy Analysis, National Renewable Energy Laboratory View Bruce M. Kahn PhD Director and Senior Investment Analyst , Deutsche Asset Management View Pierre Trevet Managing Director, Innovest View Bruce M. Usher CEO, EcoSecurities Group Ltd. View | ||||
| This session will cover three aspects of climate change and investing: how climate considerations can impact an investment portfolio, opportunities in carbon trading, and opportunities in technologies which may be advantageous in addressing climate change and investment returns. | SI-09 The Global Water Crisis: A Social Challenge and Investment Opportunity Listen | |||
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Mark Bytheway CEO, Sustainable Investment Research Institute View Alya Z. Kayal Vice President, Social Research, Calvert Jens Peers Portfolio Manager; Head of Eco Funds, KBC Asset Management Gavin Power Head, CEO Water Mandate, United Nations View Jeff Rodgers Analyst, Markets & Enterprise Program, World Resources Institute View | ||||
| Learn about the pending global water crisis, including implications for human rights and the environment. See how companies are beginning to address the challenge through initiatives like the UN Global Compact's Water Mandate. Hear how this crisis can present investment opportunities if pursued with a proper focus on long-term sustainability. | ||||
| 12:00 PM - 1:15 PM | Lunch Sponsored By Wolf Haldenstein Adler Freeman & Herz LLP | |||
| 12:00 PM - 1:15 PM | CEO Summit Lunch | 1:15 PM - 2:30 PM | Breakout Sessions | |
| PE-07 Quantifying the "S" in ESG * Listen | ||||
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Aaron Bernstein Wertheim Fellow, Labor & Worklife Program, Harvard Law School Julie Gorte PhD Senior Vice President for Sustainable Investing, Pax World Management Corporation View Craig Metrick U.S. head, Responsible Investing, Mercer Investment Consulting Heidi Welsh Head of Sustainability Research & Outreach, RiskMetrics Group | ||||
| In the ESG investment analysis equation, a quantifiable "S" continues to elude sustainability practitioners. A key challenge remains gathering and assessing comparable data on a large universe of companies to enable robust and relevant analysis. This panel will consider a pilot sustainability assessment model, and look at pitfalls and opportunities of trying to quantify risk and value in companies based on social criteria. | PE-08 Leveraging Returns in a Deleveraging World * Listen | |||
| Mel Miller CFA Chief Investment Officer, Heartland Financial USA View | ||||
| Always entertaining as well as informative, Mel Miller, in his popular Economic Update, will review economic data and present his economic and interest rate forecast for the coming year. Unlike most economists, Mel never shies away from discussing how the economy has performed relative to his predictions of a year ago. | SI-10 Presentation and Discussion of the Moskowitz Prize Winning Study Listen | |||
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Lloyd Kurtz CFA Senior Portfolio Manager, Nelson Capital Management View Moskowitz Prize Winner View | ||||
| The Moskowitz Prize is awarded annually for excellence in academic research on a topic germane to the socially responsible investment industry. Lloyd Kurtz, Nelson Capital Management, the guiding spirit behind the Prize, will introduce the 2008 winner, review the findings of the prize winning study, and briefly discuss other recent and noteworthy contributions to academic literature in the realm of SRI. | SI-11 The Young and Restless: SRI on Campus - Next Generation Leaders and Initiatives Listen | |||
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Megha Doshi MBA Candidate, Student-Managed SRI fund, University of California, Berkeley Michael Kramer Managing Partner; Director of Social Research, Natural Investments, LLC Morgan Simon Executive Director, Responsible Endowments Coalition Adam Sterling Executive Director, Sudan Divestment Task Force | ||||
| A growing student movement is pushing broader acceptance of SRI among mainstream institutions. Learn about recent student-led initiatives, from divestment campaigns, endowment initiatives, and new student-run SRI portfolios. Discover how the next generation of SRI consumers views the issues and how best to partner with this important audience, whether in marketing or advocacy. | SI-12 State-of-the-Art ESG Integration: Fiduciary-Level Best Practices, Innovations, and Challenges Listen | |||
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Sarah Cleveland Director, Rogerscasey View Murray Gold Partner, Koskie Minsky LLP Mary Jane McQuillen Director, Socially Aware Investment, ClearBridge Advisors, Legg Mason Priti Shokeen Senior Analyst, Innovest Strategic Value Advisors View | ||||
| This panel of experts will review current best practices and limitations for asset owners with fiduciary responsibilities who are engaging SRI/ESG principles or who would like to expand their work in this area. The session will be moderated by a leading institutional investment consultant. The panel itself will include a legal expert on fiduciary duty, an asset manager with experience incorporating ESG principles into a large, multi-beneficiary investment portfolio, and an SRI/ESG researcher who has recently completed a doctoral thesis on the subject of ESG Integration. | 1:30 PM - 2:30 PM | CEO Summit | ||
| 2:30 PM - 3:30 PM | Special Session: The Global Financial Crisis: Where Do We Go From Here? | |||
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Winston Hickox Former Senior Portfolio Manager, Environmental Investment Initiatives, CalPERS Tom Kuh Former Teaching Fellow in Economics, Harvard University, Managing Director; KLD Indexes Lloyd Kurtz Senior Portfolio Manager, Nelson Capital Management Deborah Momsen-Hudson Center for Responsible Lending, Vice President, Self Help Credit Union John Olson Community Development Manager, Federal Reserve Bank at San Francisco | ||||
| This special session will focus on the most pressing global financial topic of the day: the global financial crisis. Join our panel of industry experts as they share different perspectives on the crisis, and discuss its implications for our industry, our economy, and our communities. Then feel free to join in yourself in this off-the-record conversation. Audience participation will be encouraged. | ||||
| 3:00 PM - 4:30 PM | Recreation Time | |||
| 4:30 PM - 5:00 PM | Break Sponsored By Hope Community Credit Union | 5:00 PM - 6:00 PM | Innovations in Philanthropy: A Tipping Point for Mission Related Investing? Listen | |
| Doug Bauer Senior Vice President, Rockefeller Philanthropy Advisors, David Chen Managing Director, Equilibrium Capital Group, Leslie Lowe Program Director, Energy & Environment, ICCR, Richard Russell President, Russell Family Foundation | ||||
| The field of philanthropy has changed dramatically in recent years as donors of all types have recognized that traditional grantmaking models are not always the most effective means of achieving social impact. It is an exciting time: innovative approaches are emerging in both the corporate and private foundation world, and mission-related investing is on the rise. Enjoy the debate as these experts review the changing landscape of philanthropy and discuss its future challenges. | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| SP-11 SRI in the Rockies @ Ning: A New Online Community Listen | ||||
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First Affirmative Financial Network, LLC
George R. Gay CEO, First Affirmative Financial Network, LLC Christie Renner Assistant to the CEO, First Affirmative Financial Network, LLC | ||||
| Each year, the SRI in the Rockies Conference serves as fertile ground for deepening networks and fostering collaboration, but gathering in person once a year is not enough. Only by working together can we hope to address the enormity of the challenges we all face. As we work to redirect the flow of investment capital in transformative ways, we need the assistance and support of a broad group of people and organizations with a shared mission. The new Web 2.0 platform, SRIintheRockies@Ning, is designed to facilitate continuous communication and collaboration between conferences. | SP-12 Speaking for Shareholders Listen | |||
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Domini Social Investments LLC
Adam Kanzer Managing Director and General Counsel, Domini Social Investments Karen Shapiro Shareholder Advocacy Associate, Domini Social Investments | ||||
| Adam Kanzer and Karen Shapiro will discuss how Domini is using the power of shareholder advocacy to address a range of global environmental and human rights issues, and how in-depth research uncovers new challenges and provides tools for addressing them. | SP-13 Prices & Your Portfolio: Building Real Wealth over Time Listen | |||
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SKBA Capital Management
Andrew Bischel CFA CEO & Chief Investment Officer, SKBA Capital Management, LLC Matthew Zuck CFA Senior Vice President, SKBA Capital Management, LLC | ||||
| Prices, whether the interest rate on a loan or the cost of a gallon of gasoline, convey essential economic information. We are currently in an environment in which the prices for many items are changing both in relative and absolute terms. As this information ripples through the economy, how might you protect your wealth, maintain your principles, and potentially profit? | SP-14 Solution-Set for the Tar Sands: An Investor Proposal Listen | |||
| The Ethical Funds Company Robert Walker Vice President, Sustainability, The Ethical Funds Company | ||||
| Climate change, water pollution, threats to human health, Canada's boreal forest, and species at risk. Alberta's tar sands have emerged as a most significant challenge for energy sector investors in Canada - and beyond. Strategies for meeting these challenges are now on the horizon. What can investors do to make potential solutions a reality? | SP-15 Africa Invest - The Case for African Investment Versus Charitable Donation Listen | |||
| cru Investment Management Duncan Parker Develop Director, cru Investment Management View | ||||
| Duncan Parker will introduce Africa Invest, the hugely successful African agricultural investment, launched in February 2008. As well as making significant profits, this investment is providing daily feeding for 2,000 children and vulnerable people in Malawi, and ensuring that UN Millennium goals are met in the communities surrounding their investments. | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| SP-16 Becoming the Greenest Technology Company on the Planet Listen | ||||
| Dell Inc. Tod Arbogast Director of Sustainability for Corporate Responsibility, Dell, Inc. View | ||||
| Dell is committed to becoming the "greenest" technology company on the planet. For more than a decade, we have built environmental considerations into every stage of the product life cycle. We are also committed to helping others to reduce their impact on the planet through programs like GreenPrint and ReGeneration. Tod Arbogast, Director of Sustainability for Corporate Responsibility, will be discussing Dell's commitment and accomplishments in these areas. | SP-17 After the Merger: Sentinel Investment's Plans for Sustainable Investing Listen | |||
| Sentinel Investments Joanne Dowdell Senior Vice President, Director Corporate Responsibility, Sentinel Financial Services Company | ||||
| Gain a better understanding of Sentinel's rich history, what drives our investment philosophy and our strong record of performance. You also will get an update on the Sentinel Sustainable Core Opportunities Fund and the Sentinel Emerging Companies Fund, and an outlook of sustainable investing at Sentinel. | SP-18 Environmental Technology Companies and Climate Change Risk: What are the Opportunities for Investment Professionals? Listen | |||
| FTSE Winston Hickox former Secretary of State of California Environmental Protection Agency (Cal/EPA), Partner, California Strategies, LLC | ||||
| As business and political leaders encourage cleaner products and services in response to climate change risk, companies whose activities provide value-added solutions to environmental problems have the potential to outperform companies who do not. This session will provide a look at the impact of environmental technology companies, alternative energy and peak oil companies, and how investment professionals can benefit from this expanding and lucrative sector. | SP-19 Social Investors and the Future of Security Analysis Listen | |||
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Wells Fargo
Scott Benner CFA President, Nelson Capital Management Lloyd Kurtz CFA Senior Portfolio Manager, Nelson Capital Management View | ||||
| Wall Street firms are conducting national advertising campaigns for SRI products and building up ESG research capabilities. Companies are hiring sustainability executives and putting social/environmental reports on line. But security analysis hasn't changed much. We'll talk about recent academic work and the role social investors (including us) are playing in changing that. | SP-20 Now That's What I Call Transformational Investing! Listen | |||
| cru Investment Management Duncan Parker Develop Director, cru Investment Management View | ||||
| Building upon the Africa Invest pilot scheme, cru Investment Management plc has established a new African Agricultural Asset Management Company (AIAAM), which will launch a Pan African Agricultural Fund in February 2009. Cru Investment Management believes that Sub Saharan poverty can be eradicated by focusing the commitment of the investment community rather than through international initiatives and charitable giving. | ||||
| 7:30 PM - 8:30 PM | Dinner Sponsored By Calvert | 7:30 PM - 12:00 AM | Sponsor Breakdown | |
| 8:30 PM - 8:40 PM | SRI Service Award Presentation | |||
| Conrad MacKerron, 2007 Award Winner | ||||
| The annual SRI Service Award is designed to recognize outstanding contributions to the socially responsible investment industry. Conference participants cast ballots during the first two days of the conference for nominees who have demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other industry leaders. The award is presented by the previous year's winner. | 8:40 PM - 9:00 PM | Acknowledgements and Appreciations | ||
| George R. Gay CEO, First Affirmative Financial Network | ||||
| 9:00 PM - 2:00 AM | Celebration / Dance | |||
| Domini Social Investments LLC | ||||
| Put on your dancing shoes! Last year there were over 100 people on the dance floor at 1:00 AM. Hope to see you there! | ||||
Wednesday, October 29, 2008
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:00 AM - 7:30 AM | Morning Meditation / Silent Prayer | |||
| Take advantage of this time to relax, get in touch with your spirit, or focus on the day ahead. | ||||
| 7:30 AM - 9:30 AM | Continental Breakfast | 9:15 AM - 10:45 AM | Closing Circle | |
| Cheryl Smith PhD Chair, Social Investment Forum | ||||
| The Closing Circle is a facilitated discussion among conference participants who will share their experiences at SRI in the Rockies, offer ideas for future conference sessions and speakers, and suggest ways the SRI industry can more effectively support the movement toward a more socially just and environmentally sustainable economy. | ||||
| 10:45 AM - 11:45 AM | Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation | |||
| 11:00 AM - 4:00 PM | Social Investment Forum Board of Directors Meeting | |||
| 6:30 PM - 8:30 PM | Social Investment Forum Board of Directors Dinner | |||
| Sunday, October 26, 2008 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 7:30 AM | Sunrise Devotional | |||
| Dale Fletcher | 12:00 PM - 5:00 PM | Sponsor Set-Up | ||
| 1:00 PM - 2:15 PM | Stress and Your Personal Wellness: What's Your Faith and God Have to Do With It? | |||
| Dale Fletcher View | ||||
| Life and stress, they go hand in hand and if left unchecked, chronic stress will impact on your health in negative ways. However, God designed us in a marvelous way such that when we apply his principles of mind, body and spirit health, our emotional and physical well-being will be healthier. Learn how the mind, body and spirit are interconnected, gain insight as to how the body is affected by internal stress and how a strong faith can affect your personal wellness. | 1:30 PM - 6:30 PM | Conference Registration | ||
| Make the Conference Registration Desk your first stop at The Fairmont. Pick up your Conference Notebook and your name badge. You will need your badge to access conference sessions, receptions, and meals. | 2:15 PM - 3:15 PM | New Participant Orientation | ||
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Fran Teplitz Managing Director, Social Investment Forum View Meg Voorhees Deputy Director & Research Director, Social Investment Forum Lisa Woll CEO, Social Investment Forum | ||||
| The New Participant Orientation is designed to help newcomers maximize the value of their first SRI in the Rockies Conference experience. Orientation includes background information on the social investment industry, the conference, and the organizations that partner to produce it. This is a great opportunity to settle in, ask questions, share advice, and prepare for an exciting three days at Whistler. Veteran conference participants are also encouraged to attend! | 3:30 PM - 4:45 PM | Breakout Sessions | ||
| PE-01 Next Generation High Impact Venture Funds for a New Generation of Investors * Listen | ||||
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David Berge Managing Member, Underdog Ventures William Rosenzweig Managing Director, PHYSIC Ventures LLC Joel Solomon President and CEO, Renewal Partners | ||||
| Many professionals understand the importance of an allocation to alternative assets, but few know the details of how social and environmental funds work on the ground. Three seasoned fund managers known for maximizing social impact give attendees a look under the hood at high impact venture funds, giving examples of real deals, structures, successes and failures. | PE-02 SRI and the Law: Evolution of Fiduciary Duties * Listen | |||
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Adam Kanzer JD Managing Director, General Counsel, Domini Social Investments Peter D. Kinder JD President, KLD Research & Analytics View Benjamin J. Richardson PhD Professor, Osgoode Hall Law School, York University Cheryl Smith PhD Executive Vice President, Senior Portfolio Manager, Trillium Asset Management Corporation View | ||||
| Institutional investors are subject to fiduciary duties which shape and constrain their ability to invest responsibly, particularly if socially motivated investment choices may hurt financial returns. This panel examines the evolving relationship between fiduciary duties and SRI, focusing on recent developments in US trust law, the interpretation of fiduciary duties in practice in the investment community, and the application of fiduciary standards to specific SRI issues such as climate change. | SI-01 SRI Basics: Making Money and Making a Difference Listen | |||
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Frank Altman President and CEO, Community Reinvestment Fund View Joanne Dowdell Senior Vice President, Director Corporate Responsiblity, Sentinel Investments View Alya Kayal Vice President, Social Research, Calvert View Fran Teplitz Managing Director, Social Investment Forum View | ||||
| This session will provide an introduction to the field of socially responsible investing, and is especially geared toward meeting the information needs of people new to the SRI industry. The panelists will define common SRI terms, provide an overview of the industry, explain major trends, and discuss core SRI strategies: portfolio screening on environmental, social, and governance factors; shareholder advocacy; and community investing. Questions from the audience are welcome to enrich the educational nature of this session. | SI-02 From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement Listen | |||
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Rebecca Adamson President and Founder, First Peoples Worldwide Cheryl Brooks President, Indigenuity Consulting Group Jeffrey Davidson Principal Adviser, International and Community Relations, Rio Tinto plc David Hircock PhD Advisor to the President of Aveda (natural resources), Estee Lauder Companies, Inc. Michael Rae Indigenous Peoples Advisory Board, International Council on Mining and Metals | ||||
| Some corporations with economic and political power have resisted Free, Prior and Informed Consent (FPIC) on the grounds that it gives one side a veto, but other corporations are recognizing that FPIC represents good business - by ceding some control of projects through co-management and equity-sharing, business risks can be reduced. | SI-03 Shareholder Engagement and Labor Rights in Emerging Markets Listen | |||
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Lauren Compere Director of Shareholder Advocacy, Boston Common Asset Management View Richard Coyle Senior Director, International Corporate Affairs, Wal-Mart Stores View Bennett Freeman Senior Vice President, Social Research and Policy, Calvert Heather White Founder and President, New Standards View | ||||
| Working conditions in factories and farms around the world are key supply chain issues that corporations must manage and investors should evaluate. Labor problems can affect sales, a company's reputation, and its financial performance. This panel will review different ways companies address labor issues and how shareholders can influence them. The discussion will focus on forced labor in the Uzbek cotton industry, Chinese factories that supply major brands and retailers, and Korean companies' dependence on domestic workforces. SIRAN's (Sustainable Investment Research Analyst Network) Emerging Markets Disclosure Initiative will also be highlighted. | ||||
| 4:45 PM - 6:15 PM | Reception and Networking Sponsored By Sentinel Investments | |||
| 6:15 PM - 7:30 PM | Dinner Sponsored By The Ethical Funds Company | 7:30 PM - 7:45 PM | Conference Kick-Off | |
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Steven J. Schueth President, First Affirmative Financial Network Lisa Woll CEO, Social Investment Forum | 7:45 PM - 8:45 PM | Where in the World is the World Headed? Listen | ||
| Stephen Lewis, Co-director, AIDS-Free World; former Canada Ambassador to the United Nations | ||||
| Stephen Lewis will make a panoramic sweep of international affairs, concentrating especially on globalization, conflict, poverty, disease and the role of socially responsible investors in all of it. | ||||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Management LLC | |||
| Monday, October 27, 2008 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:00 AM - 7:30 AM | Morning Meditation / Silent Prayer | |||
| Take advantage of this time to relax, get in touch with your spirit, or focus on the day ahead. | ||||
| 6:45 AM - 8:00 AM | Breakfast Sponsored By Folio Institutional | |||
| 6:45 AM - 7:55 AM | Private Breakfast for the Social Investment Forum Board of Directors | |||
| 6:45 AM - 7:55 AM | Private Breakfast for Community Investment Working Group | 8:00 AM - 8:15 AM | Official Conference Welcome | |
| George R. Gay CEO, First Affirmative Financial Network | 8:15 AM - 9:05 AM | Cultural Intelligence: The Adaptive Leader Listen | ||
| Jennifer James PhD Urban Cultural Anthropologist | ||||
| We tend to adapt easily to new technology, we accommodate new economic structures, we welcome new workers, but we resist changing patterns and models of operation. One of the most difficult aspects of adapting to rapid change is the ability to give up an old construct about "the way things ought to be" and develop a new one based on the current realities. Accepting a new version of reality - essentially telling a new story - requires cultural intelligence. Cultural intelligence is the ability to observe, learn, and understand our own culture as well as the culture of others. It is an essential leadership skill. | 9:05 AM - 10:00 AM | A Natural Step for the 2010 Winter Games Listen | ||
| Linda Coady Vice President Sustainability, Vancouver Organizing Committee for the 2010 Olympic & Paralympic Winter Games (VANOC) View , Ken Melamed Mayor, Resort Municipality of Whistler View | ||||
| Strategic development for the City of Whistler is based on The Natural Step. This science-based framework has guided city planners onto an ecologically, socially, and economically sustainable path, and has created a model city where innovation is leading the transition to a truly sustainable future. As the Host Mountain Resort of the 2010 Olympic and Paralympic Winter Games, Whistler has encouraged an Olympic commitment to sustainability and the Vancouver Organizing Committee (VANOC) has embraced sustainability in a deep, system-wide manner. | ||||
| 10:00 AM - 10:30 AM | Break Sponsored By Strongtower Financial | 10:30 AM - 11:45 AM | Breakout Sessions | |
| PE-03 Improving Market Returns: Real World Applications of Universal Ownership Theory * Listen | ||||
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Peter Kinder JD President, KLD Research & Analytics Adam Seitchik PhD, CFA Executive Vice President; Chief Investment Officer, Trillium Asset Management View Ariane van Buren PhD Director of Investor Engagement, Ceres View | ||||
| Market returns do not occur in a vacuum, but are the product of social and environmental trends that investors themselves help influence. Universal owner (UO) theory is emerging as a financial rationale for reducing negative market externalities (such as pollution and poverty) to ensure better long-term returns. The presenters will apply UO theory and engage the audience in dialogue on the relevance of these powerful ideas for the SRI community. | PE-04 The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors * Listen | |||
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David Buchholz Senior Policy Anaylst, Federal Reserve Board of Governors Julie Goodridge President, NorthStar Asset Management Lisa Hall Director, Lending and Advisory Services, Calvert Foundation View Deborah Momsen-Hudson Vice President, Self-Help Credit Union View | ||||
| The so-called "subprime mortgage crisis" continues to affect investors, the economy, and a growing number of families and individuals. This panel will address the price that communities, particularly low-income people in urban areas, are paying for Wall Street greed; the use of the shareholder resolution process to address the crisis; and responses by leaders in the Community Investing field. | SI-04 Brands and CSR: How Integration Builds Value for SRI Investors Listen | |||
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Pam Cohen PhD Co-Founder and Partner, Communications Consultants Worldwide and Predictiv View Cynthia Figge Partner and Co-founder, Ekos International View Bob Helmuth Vice President, Advisor Markets, Pax World Management Corporation Carol Holding President and Founder, Holding Associates, Inc. View | ||||
| Everybody acknowledges a strong relationship between brand/reputation and sustainability, yet quantifying this link has been elusive. This panel offers a look at the latest findings and methodologies for putting hard numbers behind the interdependence of brand and Corporate Social Responsibility (CSR), and for distributing it to retail investors and consumers. | SI-05 Scaling Up Community Investment and Social Finance: Local and Global Opportunities Listen | |||
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Tim Draimin CEO, Tides Canada Foundation View Donna Katzin Executive Director, Shared Interest View Don Shaffer President and CEO, RSF Social Finance View Tamara Vrooman CEO, Vancity Savings Credit Union | ||||
| Community investment and social finance has a long history in areas such as affordable housing and community economic development. The challenge today is to scale up community investment and social finance into a definable asset class attractive to institutional investors and the investing public. This session will look at trends in Europe, the U.S. and Canada, and strategies to expand the size and scale of community development investing. | SI-06 Clean Energy & Clean Tech from an Investor Perspective Listen | |||
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Rafael Coven Managing Partner, Cleantech Indices LLC View Bruce Jenkyn-Jones Investment Director, Impax Asset Management Ltd. View Ken Locklin Director, Finance and Investment, Clean Energy Group View Polly Shaw Director of External Relations, Suntech America, Inc. View | ||||
| Referred to as the "mother of all markets", Clean Tech promises expanding investment opportunities for both individual and institutional investors, but it is not all clear sailing. Public and private equity investments and specialized Clean Tech/Clean Energy indices, all hold challenges for investors. Join these panelists for a discussion of investment trends and opportunities in the clean energy and clean technology space, with a special focus on the solar energy market. | ||||
| 11:45 AM - 1:00 PM | Lunch: Topic Tables Sponsored By Self-Help Credit Union | 1:00 PM - 2:00 PM | International SIF Leaders: Building a Global Industry Listen | |
| Melissa Brown Founder, former Executive Director, Association for Sustainable and Responsible Investment in Asia (ASrIA), Matt Christensen Executive Director, European Social Investment Forum (EuroSIF), Eugene Ellmen Executive Director, Social Investment Organization, Lisa Woll CEO, Social Investment Forum, Karl Yang Executive Director, Founder, Korea Sustainability Investing Forum | ||||
| From its inception, socially responsible investing has sought to impact societies and companies across the globe. Recent developments and initiatives, such as the United Nation's Principles for Responsible Investing, and improved environmental, social and governance (ESG) research on companies in the developing world, have helped foster greater collaboration and information-sharing among practitioners from around the globe. SIF leaders from Asia, Europe and North America will share their views on the trends affecting our industry, regional differences of how SRI is conducted, and what we can learn from one another. | 2:00 PM - 3:00 PM | Annual Meeting of the Social Investment Forum | ||
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Cheryl Smith Board Chair, Social Investment Forum Lisa Woll CEO, Social Investment Forum View | ||||
| 3:00 PM - 4:30 PM | Recreation Time | |||
| 3:00 PM - 5:00 PM | Progressive Asset Management (by invitation) | |||
| Progressive Asset Management | ||||
| Todd Melillo, CEO of Financial West Group, will meet with FWG & Progressive Asset Management represenatives. | ||||
| 3:00 PM - 4:30 PM | Special Film Presentation | |||
| This special film presentation offered during recreation time, "Have You Heard From Johannesburg?: Apartheid and the Club of the West", shows how a nationwide campaign of civil disobedience, campus protest and legislative action, spearheaded by African American leaders, reversed American foreign policy toward South Africa. | ||||
| 4:30 PM - 5:00 PM | Break | 5:00 PM - 6:00 PM | CEO Roundtable: Views from the Top on Industry Trends Listen | |
| David Brancaccio Senior Editor and Host, NOW on PBS, Sarah Forrest PhD Executve Director, GS Sustain, Goldman Sachs International, Barbara Krumsiek CEO, Calvert, Jack Robinson Founder and President, Winslow Green Mutual Funds | ||||
| Awareness of global sustainability issues has increased the demand for socially and environmentally responsible investment products and reinforced the need for more rigorous environmental, social, and governance (ESG) analysis. Recent trends include the development of sell-side SRI research at mainstream banks, the proliferation of SRI products across asset classes, and increased interest in cleaner, greener investment opportunities that pass the sustainability test. Join these industry leaders as they discuss these trends and speculate about changing roles and strategic opportunities for traditional SRI firms, green investors, and mainstream firms. | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| SP-01 Sustainable Investment Solutions for Socially Conscious Investors Listen | ||||
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First Affirmative Financial Network, LLC
Danielle Burns Business Development Consultant, First Affirmative Financial Network LLC View Johann Klaassen Vice President, Managed Account Programs, First Affirmative Financial Network LLC | ||||
| First Affirmative developed the first Unified Managed Account (UMA) for socially conscious investors five years ago. Our Sustainable Investment Solutions process begins with a Confidential Client Questionnaire which captures information on financial goals, time, horizon, risk tolerance, and societal priorities. An asset allocation strategy is tailored to meet the client's needs, and an Investment Policy Statement guides discretionary management of the account. Assets may be invested in mutual funds or with SRI-capable separate account managers. This is a quick overview of the way we work through a nationwide network of investment advisors to serve the unique needs of socially conscious investors. | SP-02 Proven Green: A New Strategy for the Greening of Companies Listen | |||
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Green Seal, Inc.
Linda H. Chipperfield Vice President, Marketing & Outreach, Green Seal, Inc. View Stuart T. Valentine President, Iowa Progressive Asset Management Arthur Weissman PhD President and CEO, Green Seal, Inc. View | ||||
| Green Seal, the oldest non-profit ecolabel in the US, introduces a comprehensive program to help companies prove their sustainability. Companies will gain recognition for their achievements that investors find valuable for funding decisions. The impeccable reputation of a 20-year-old environmental organization provides a credible platform for the marketing of sustainability. | SP-03 Put Your Money Where Your Heart Is . . . . Listen | |||
| MicroPlace Ashwini Narayanan, MicroPlace View | ||||
| What if the everyday person could have a way to make socially responsible investments, earn a return, AND address global poverty? Marry financial returns for the wallet with conscious returns for the heart? Microfinance has proven that the world's working poor don't want charity - they prefer small loans that help them start a business, and lift them from poverty with dignity and equality. Learn about a new direction in microfinance to end poverty for the one billion working poor around the world through Microplace.com, the world's first socially responsible online brokerage specializing in microfinance investments with a financial return. | SP-04 Sustainable Investing in Global Markets Listen | |||
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Pax World Management LLC
Mary Austin Portfolio Manager, Pax World High Yield Bond Fund Bruce Jenkyn-Jones Co-Portfolio Manager, Pax World Global Green Fund Ivka Kalus-Bystricky Portfolio Manager, Pax World International Fund Joe Keefe President and CEO, Pax World Management Corporation | ||||
| A panel of three portfolio managers from Pax World will discuss their particular investment strategies in a global market. Mary Austin of the Pax World High Yield Bond Fund, Ivka Kalus-Bystricky of the new Pax World International Fund and Bruce Jenkyn-Jones of the new Pax World Global Green Fund will discuss opportunities to invest outside of the U.S. domestic market, with particular focus on large cap equity, high yield bond and clean technology strategies. | SP-05 Integrating ESG into Mainstream Investing Listen | |||
| ASSET4 Ted Yarnell Vice President and General Manager Americas, ASSET4 View | ||||
| Today, investors are recognizing that companies able to manage the full range of environmental, social, governance (ESG) issues are best positioned to reduce risk and achieve outperformance over the long term. Come learn how ASSET4 has made the monitoring and integrating of ESG information for investors and corporate executives easy and dynamic. | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| SP-06 Calvert Global Water Fund Listen | ||||
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Calvert
Bennett Freeman Senior Vice President, Social Research and Policy Jens Peers Lead Portfolio Manager, Calvert Global Water Fund View | ||||
| The investment opportunities associated with the global water imbalance are increasing. Calvert's newest fund is designed to help investors capture the growth in this sector while positively addressing its complex social concerns. Join Jens Peers for a wide-ranging discussion of the geo-political issues, opportunities and his investment strategies for this growing and dynamic asset class. | SP-07 Small and Growing Businesses: High Impact Investing for People and Planet Listen | |||
| E+Co Christine Eibs Singer Co-founder and Executive Vice President, E+Co View | ||||
| Christine Eibs Singer will introduce a new trend in socially responsible investing - small and growing businesses. The bedrock of most economies, small and growing businesses not only fuel progress, but also have the power to impact climate change and poverty. Join Christine Eibs Singer for a discussion on high impact investing through small and growing businesses. | SP-08 The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks Listen | |||
| MMA Praxis Lynn Miller Stewardship Theology and Stewardship Investing Consultant | ||||
| The SRI movement betrays its own values and priorities by making its primary measurement of investment progress non-SRI market indexes. We will describe and explore the development of appropriate benchmarks for total SRI performance, such as the absolute return of social progress, measurable indicators of the betterment of human life, and the quantification of environmental health. | SP-09 Sustainability Without Borders: The Challenge for Investors Listen | |||
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KLD Research & Analytics
Eric Fernald Director, Research, KLD Research & Analytics Peter D. Kinder President and Co-founder, KLD Research & Analytics Thomas Kuh Managing Director, KLD Indexes, KLD Research & Analytics View | ||||
| In 2006, KLD embarked on a year-long series of discussions with our network of global partners, money managers and investors, to develop a unified global research framework, perspective, and ratings. Our new global research platform and Global Sustainability Index incorporates what we've learned into powerful analytical and investing tools. Join KLD for a discussion of the challenges and opportunities of sustainable global investment. | SP-10 Power of the Platform Listen | |||
| Curian Capital Greg Verfaillie Senior Vice President, National Sales Manager, Curian Capital View | ||||
| Curian Capital is a leading asset management platform recognized by advisors for our simple process of incorporating a client's personal, social and environmental values into his or her portfolio. Curian's Custom Style Portfolios makes socially responsible investing easy and more personalized than ever before, providing up to 14 social screens. | ||||
| 7:30 PM - 8:30 PM | Dinner Sponsored By MicroPlace | 8:30 PM - 8:40 PM | Moskowitz Prize Presentation | |
| Lloyd Kurtz CFA Senior Portfolio Manager, Nelson Capital Management | ||||
| The Moskowitz Prize is awarded annually for excellence in academic research on a topic germane to the socially responsible investment industry. Lloyd Kurtz leads a group of objective academic judges who choose the winning study. He will present the 2008 winner. | 8:40 PM - 11:00 PM | Exhibitor Fair | ||
| All Conference Sponsors | ||||
| Mix and mingle with Conference Sponsors. Learn about what they do, what they offer, and how they support the sustainable and responsible investment industry. Cash bar. | ||||
| Tuesday, October 28, 2008 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:00 AM - 7:30 AM | Morning Meditation / Silent Prayer | |||
| Take advantage of this time to relax, get in touch with your spirit, or focus on the day ahead. | ||||
| 7:00 AM - 8:30 AM | Breakfast - Topic Tables Sponsored By Azzad Asset Management | |||
| 7:00 AM - 8:15 AM | Private Breakfast for Advocacy and Public Policy Working Group | 8:30 AM - 9:15 AM | From Conflict to Collaboration: A New Model for Sustainability in the Great Bear Rainforest Listen | |
| Reynold Hert CEO, Western Forest Products View , Valerie Langer Director of BC Coast Campaigns, ForestEthics, Ross McMillan President and CEO, Tides Canada Foundation, Art Sterritt Executive Director, Coastal First Nations | ||||
| Canada's Great Bear Rainforest is one of the largest remaining coastal temperate rainforests on earth and its rare ecosystem has been home to First Nations communities for millennia. Over the past few decades, the "Great Bear" has become a testing ground for competing interests trying to create new models of economic and ecological sustainability. It is a remarkable story of creative collaboration among environmentalists, forest companies, First Nations, government, and philanthropic foundations. Come listen to the leaders who helped to forge this watershed agreement and establish the $120 million public/private Coastal Opportunities Fund. | 9:15 AM - 10:15 AM | Banker's Reach: The Continued Evolution of Sustainable Finance Listen | ||
| Michelle Chan Program Manager, Green Investments Project, Friends of the Earth - US, Michael Jantzi President and Founder, Jantzi Research, Kenneth G. Lay JD Vice President and Treasurer, The World Bank, Sandra Odendahl Director, Corporate Environmental Affairs, Royal Bank of Canada | ||||
| Bank credit and lending policies are closely linked to global sustainability principles and practices - in both positive and negative ways. Banks are critically positioned to address the impacts of global concerns such as climate change and the human rights of indigenous peoples. The broader field of sustainable finance is being shaped by the banks themselves, concerned investors, and other stakeholders, including NGOs. This plenary panel will engage in dialogue on progress made to date, and challenges that remain for redirecting the flow of capital to sustainable development. | ||||
| 10:15 AM - 10:45 AM | Break Sponsored By Boston Common Asset Management, LLC | 10:45 AM - 12:00 PM | Breakout Sessions | |
| PE-05 Responsible Property Investing: Opportunities and Risks in Green Real Estate * Listen | ||||
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Stuart Dalheim Director, Shareholder Advocacy, Calvert Group Emily Evers Director, Investor Relations/Business Development, RBC Apollo Equity Partners Clare Golla Senior Vice President of Nonprofit and Foundation Banking, ShoreBank Tessa Hebb Managing Director, Carleton Centre for Community Innovation, Carleton University Shannon Rohan Director of Responsible Investment, Shareholder Association for Research & Education (SHARE) | ||||
| Responsible Property Investing (RPI) is a fast growing field in which investors seek to apply the general principles and techniques of responsible investing to the peculiarities of real estate. This panel will cover a range of RPI investment strategies including labor-friendly institutional investment, green investment in underserved communities, and engagement with publicly traded real estate companies over their sustainability practices. | PE-06 SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI * Listen | |||
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Miranda Anderson Director of Corporate Affairs, Sustainability, Wal Mart View Alex Barkawi Managing Director, SAM Indexes View Joe Keefe CEO, Pax World Funds Craig Metrick U.S. head, Responsible Investing, Mercer Investment Consulting View | ||||
| Sustainable investing has emerged out of the growth in socially responsible investing, addressing concerns over fiduciary responsibility and potential value of corporate ESG leadership. Sustainable investing has drawn considerable interest across the globe by focusing on material opportunities and risks deriving from economic, environmental and social developments. An asset manager, an index provider, a consultant and a corporation representative will come together to discuss the benefits of the mainstreaming of sustainability-driven investing. | SI-07 Shifting Oil Sands: Investor Engagement in Canada's Boreal Forest Listen | |||
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Allan Adam Chief, Athabasca Chipeweyan First Nation Bill Arling Senior Environmental Specialist, Nexen Inc. View Simon Dyer Senior Policy Analyst, The Pembina Institute View Larry Innes Executive Director, Canadian Boreal Initiative Karen Shapiro Shareholder Advocacy Associate, Domini Social Investments View Robert Walker Vice President, Sustainability, The Ethical Funds Company View | ||||
| Canada's Boreal region spans more than a billion acres and is the "front line" for responsible investors concerned with oil sands, mining, and forestry development. Partially buried beneath the Boreal Forest, the oil sand deposits are spread over 34 million acres, an area the size of Florida. Join these panelists for an overview of the social and environmental issues surrounding oil sand development, a description of the Canadian Boreal Initiative, and a discussion of how investors are engaging with industry, environmentalists, and First Nations leaders to find sustainable solutions. | SI-08 Climate Change: Portfolio Impacts, Investment Opportunities and Carbon Trading Listen | |||
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Doug Arent PhD Director, Strategic Energy Analysis, National Renewable Energy Laboratory View Bruce M. Kahn PhD Director and Senior Investment Analyst , Deutsche Asset Management View Pierre Trevet Managing Director, Innovest View Bruce M. Usher CEO, EcoSecurities Group Ltd. View | ||||
| This session will cover three aspects of climate change and investing: how climate considerations can impact an investment portfolio, opportunities in carbon trading, and opportunities in technologies which may be advantageous in addressing climate change and investment returns. | SI-09 The Global Water Crisis: A Social Challenge and Investment Opportunity Listen | |||
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Mark Bytheway CEO, Sustainable Investment Research Institute View Alya Z. Kayal Vice President, Social Research, Calvert Jens Peers Portfolio Manager; Head of Eco Funds, KBC Asset Management Gavin Power Head, CEO Water Mandate, United Nations View Jeff Rodgers Analyst, Markets & Enterprise Program, World Resources Institute View | ||||
| Learn about the pending global water crisis, including implications for human rights and the environment. See how companies are beginning to address the challenge through initiatives like the UN Global Compact's Water Mandate. Hear how this crisis can present investment opportunities if pursued with a proper focus on long-term sustainability. | ||||
| 12:00 PM - 1:15 PM | Lunch Sponsored By Wolf Haldenstein Adler Freeman & Herz LLP | |||
| 12:00 PM - 1:15 PM | CEO Summit Lunch | 1:15 PM - 2:30 PM | Breakout Sessions | |
| PE-07 Quantifying the "S" in ESG * Listen | ||||
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Aaron Bernstein Wertheim Fellow, Labor & Worklife Program, Harvard Law School Julie Gorte PhD Senior Vice President for Sustainable Investing, Pax World Management Corporation View Craig Metrick U.S. head, Responsible Investing, Mercer Investment Consulting Heidi Welsh Head of Sustainability Research & Outreach, RiskMetrics Group | ||||
| In the ESG investment analysis equation, a quantifiable "S" continues to elude sustainability practitioners. A key challenge remains gathering and assessing comparable data on a large universe of companies to enable robust and relevant analysis. This panel will consider a pilot sustainability assessment model, and look at pitfalls and opportunities of trying to quantify risk and value in companies based on social criteria. | PE-08 Leveraging Returns in a Deleveraging World * Listen | |||
| Mel Miller CFA Chief Investment Officer, Heartland Financial USA View | ||||
| Always entertaining as well as informative, Mel Miller, in his popular Economic Update, will review economic data and present his economic and interest rate forecast for the coming year. Unlike most economists, Mel never shies away from discussing how the economy has performed relative to his predictions of a year ago. | SI-10 Presentation and Discussion of the Moskowitz Prize Winning Study Listen | |||
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Lloyd Kurtz CFA Senior Portfolio Manager, Nelson Capital Management View Moskowitz Prize Winner View | ||||
| The Moskowitz Prize is awarded annually for excellence in academic research on a topic germane to the socially responsible investment industry. Lloyd Kurtz, Nelson Capital Management, the guiding spirit behind the Prize, will introduce the 2008 winner, review the findings of the prize winning study, and briefly discuss other recent and noteworthy contributions to academic literature in the realm of SRI. | SI-11 The Young and Restless: SRI on Campus - Next Generation Leaders and Initiatives Listen | |||
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Megha Doshi MBA Candidate, Student-Managed SRI fund, University of California, Berkeley Michael Kramer Managing Partner; Director of Social Research, Natural Investments, LLC Morgan Simon Executive Director, Responsible Endowments Coalition Adam Sterling Executive Director, Sudan Divestment Task Force | ||||
| A growing student movement is pushing broader acceptance of SRI among mainstream institutions. Learn about recent student-led initiatives, from divestment campaigns, endowment initiatives, and new student-run SRI portfolios. Discover how the next generation of SRI consumers views the issues and how best to partner with this important audience, whether in marketing or advocacy. | SI-12 State-of-the-Art ESG Integration: Fiduciary-Level Best Practices, Innovations, and Challenges Listen | |||
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Sarah Cleveland Director, Rogerscasey View Murray Gold Partner, Koskie Minsky LLP Mary Jane McQuillen Director, Socially Aware Investment, ClearBridge Advisors, Legg Mason Priti Shokeen Senior Analyst, Innovest Strategic Value Advisors View | ||||
| This panel of experts will review current best practices and limitations for asset owners with fiduciary responsibilities who are engaging SRI/ESG principles or who would like to expand their work in this area. The session will be moderated by a leading institutional investment consultant. The panel itself will include a legal expert on fiduciary duty, an asset manager with experience incorporating ESG principles into a large, multi-beneficiary investment portfolio, and an SRI/ESG researcher who has recently completed a doctoral thesis on the subject of ESG Integration. | 1:30 PM - 2:30 PM | CEO Summit | ||
| 2:30 PM - 3:30 PM | Special Session: The Global Financial Crisis: Where Do We Go From Here? | |||
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Winston Hickox Former Senior Portfolio Manager, Environmental Investment Initiatives, CalPERS Tom Kuh Former Teaching Fellow in Economics, Harvard University, Managing Director; KLD Indexes Lloyd Kurtz Senior Portfolio Manager, Nelson Capital Management Deborah Momsen-Hudson Center for Responsible Lending, Vice President, Self Help Credit Union John Olson Community Development Manager, Federal Reserve Bank at San Francisco | ||||
| This special session will focus on the most pressing global financial topic of the day: the global financial crisis. Join our panel of industry experts as they share different perspectives on the crisis, and discuss its implications for our industry, our economy, and our communities. Then feel free to join in yourself in this off-the-record conversation. Audience participation will be encouraged. | ||||
| 3:00 PM - 4:30 PM | Recreation Time | |||
| 4:30 PM - 5:00 PM | Break Sponsored By Hope Community Credit Union | 5:00 PM - 6:00 PM | Innovations in Philanthropy: A Tipping Point for Mission Related Investing? Listen | |
| Doug Bauer Senior Vice President, Rockefeller Philanthropy Advisors, David Chen Managing Director, Equilibrium Capital Group, Leslie Lowe Program Director, Energy & Environment, ICCR, Richard Russell President, Russell Family Foundation | ||||
| The field of philanthropy has changed dramatically in recent years as donors of all types have recognized that traditional grantmaking models are not always the most effective means of achieving social impact. It is an exciting time: innovative approaches are emerging in both the corporate and private foundation world, and mission-related investing is on the rise. Enjoy the debate as these experts review the changing landscape of philanthropy and discuss its future challenges. | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| SP-11 SRI in the Rockies @ Ning: A New Online Community Listen | ||||
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First Affirmative Financial Network, LLC
George R. Gay CEO, First Affirmative Financial Network, LLC Christie Renner Assistant to the CEO, First Affirmative Financial Network, LLC | ||||
| Each year, the SRI in the Rockies Conference serves as fertile ground for deepening networks and fostering collaboration, but gathering in person once a year is not enough. Only by working together can we hope to address the enormity of the challenges we all face. As we work to redirect the flow of investment capital in transformative ways, we need the assistance and support of a broad group of people and organizations with a shared mission. The new Web 2.0 platform, SRIintheRockies@Ning, is designed to facilitate continuous communication and collaboration between conferences. | SP-12 Speaking for Shareholders Listen | |||
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Domini Social Investments LLC
Adam Kanzer Managing Director and General Counsel, Domini Social Investments Karen Shapiro Shareholder Advocacy Associate, Domini Social Investments | ||||
| Adam Kanzer and Karen Shapiro will discuss how Domini is using the power of shareholder advocacy to address a range of global environmental and human rights issues, and how in-depth research uncovers new challenges and provides tools for addressing them. | SP-13 Prices & Your Portfolio: Building Real Wealth over Time Listen | |||
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SKBA Capital Management
Andrew Bischel CFA CEO & Chief Investment Officer, SKBA Capital Management, LLC Matthew Zuck CFA Senior Vice President, SKBA Capital Management, LLC | ||||
| Prices, whether the interest rate on a loan or the cost of a gallon of gasoline, convey essential economic information. We are currently in an environment in which the prices for many items are changing both in relative and absolute terms. As this information ripples through the economy, how might you protect your wealth, maintain your principles, and potentially profit? | SP-14 Solution-Set for the Tar Sands: An Investor Proposal Listen | |||
| The Ethical Funds Company Robert Walker Vice President, Sustainability, The Ethical Funds Company | ||||
| Climate change, water pollution, threats to human health, Canada's boreal forest, and species at risk. Alberta's tar sands have emerged as a most significant challenge for energy sector investors in Canada - and beyond. Strategies for meeting these challenges are now on the horizon. What can investors do to make potential solutions a reality? | SP-15 Africa Invest - The Case for African Investment Versus Charitable Donation Listen | |||
| cru Investment Management Duncan Parker Develop Director, cru Investment Management View | ||||
| Duncan Parker will introduce Africa Invest, the hugely successful African agricultural investment, launched in February 2008. As well as making significant profits, this investment is providing daily feeding for 2,000 children and vulnerable people in Malawi, and ensuring that UN Millennium goals are met in the communities surrounding their investments. | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| SP-16 Becoming the Greenest Technology Company on the Planet Listen | ||||
| Dell Inc. Tod Arbogast Director of Sustainability for Corporate Responsibility, Dell, Inc. View | ||||
| Dell is committed to becoming the "greenest" technology company on the planet. For more than a decade, we have built environmental considerations into every stage of the product life cycle. We are also committed to helping others to reduce their impact on the planet through programs like GreenPrint and ReGeneration. Tod Arbogast, Director of Sustainability for Corporate Responsibility, will be discussing Dell's commitment and accomplishments in these areas. | SP-17 After the Merger: Sentinel Investment's Plans for Sustainable Investing Listen | |||
| Sentinel Investments Joanne Dowdell Senior Vice President, Director Corporate Responsibility, Sentinel Financial Services Company | ||||
| Gain a better understanding of Sentinel's rich history, what drives our investment philosophy and our strong record of performance. You also will get an update on the Sentinel Sustainable Core Opportunities Fund and the Sentinel Emerging Companies Fund, and an outlook of sustainable investing at Sentinel. | SP-18 Environmental Technology Companies and Climate Change Risk: What are the Opportunities for Investment Professionals? Listen | |||
| FTSE Winston Hickox former Secretary of State of California Environmental Protection Agency (Cal/EPA), Partner, California Strategies, LLC | ||||
| As business and political leaders encourage cleaner products and services in response to climate change risk, companies whose activities provide value-added solutions to environmental problems have the potential to outperform companies who do not. This session will provide a look at the impact of environmental technology companies, alternative energy and peak oil companies, and how investment professionals can benefit from this expanding and lucrative sector. | SP-19 Social Investors and the Future of Security Analysis Listen | |||
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Wells Fargo
Scott Benner CFA President, Nelson Capital Management Lloyd Kurtz CFA Senior Portfolio Manager, Nelson Capital Management View | ||||
| Wall Street firms are conducting national advertising campaigns for SRI products and building up ESG research capabilities. Companies are hiring sustainability executives and putting social/environmental reports on line. But security analysis hasn't changed much. We'll talk about recent academic work and the role social investors (including us) are playing in changing that. | SP-20 Now That's What I Call Transformational Investing! Listen | |||
| cru Investment Management Duncan Parker Develop Director, cru Investment Management View | ||||
| Building upon the Africa Invest pilot scheme, cru Investment Management plc has established a new African Agricultural Asset Management Company (AIAAM), which will launch a Pan African Agricultural Fund in February 2009. Cru Investment Management believes that Sub Saharan poverty can be eradicated by focusing the commitment of the investment community rather than through international initiatives and charitable giving. | 7:30 PM - 12:00 AM | Sponsor Breakdown | ||
| 7:30 PM - 8:30 PM | Dinner Sponsored By Calvert | 8:30 PM - 8:40 PM | SRI Service Award Presentation | |
| Conrad MacKerron, 2007 Award Winner | ||||
| The annual SRI Service Award is designed to recognize outstanding contributions to the socially responsible investment industry. Conference participants cast ballots during the first two days of the conference for nominees who have demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other industry leaders. The award is presented by the previous year's winner. | 8:40 PM - 9:00 PM | Acknowledgements and Appreciations | ||
| George R. Gay CEO, First Affirmative Financial Network | ||||
| 9:00 PM - 2:00 AM | Celebration / Dance | |||
| Domini Social Investments LLC | ||||
| Put on your dancing shoes! Last year there were over 100 people on the dance floor at 1:00 AM. Hope to see you there! | ||||
| Wednesday, October 29, 2008 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:00 AM - 7:30 AM | Morning Meditation / Silent Prayer | |||
| Take advantage of this time to relax, get in touch with your spirit, or focus on the day ahead. | ||||
| 7:30 AM - 9:30 AM | Continental Breakfast | 9:15 AM - 10:45 AM | Closing Circle | |
| Cheryl Smith PhD Chair, Social Investment Forum | ||||
| The Closing Circle is a facilitated discussion among conference participants who will share their experiences at SRI in the Rockies, offer ideas for future conference sessions and speakers, and suggest ways the SRI industry can more effectively support the movement toward a more socially just and environmentally sustainable economy. | ||||
| 10:45 AM - 11:45 AM | Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation | |||
| 11:00 AM - 4:00 PM | Social Investment Forum Board of Directors Meeting | |||
| 6:30 PM - 8:30 PM | Social Investment Forum Board of Directors Dinner | |||
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