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Welcome to the 20th anniversary SRI in the Rockies Conference!
Show Descriptions to see details about sessions and speakers or Hide Descriptions for a simplier view depending upon your browsing preference.
Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits.
If you have any questions, feel free to contact Krystala Kalil, Conference Coordinator, at Krystala@SRIintheRockies.com, 888.774.2663.
- Oct 25, 2009
- Oct 26, 2009
- Oct 27, 2009
- Oct 28, 2009
- All Days
Sunday October 25
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 12:00 PM - 5:00 PM | Sponsor Set-Up | |||
| 1:30 PM - 6:30 PM | Conference Registration | |||
| 2:15 PM - 3:15 PM | Welcome Aboard! New Participant Orientation | |||
| Steve Schueth Presenter, Meg Voorhes Presenter View , Lisa Woll Presenter | 3:30 PM - 4:45 PM | Breakout Sessions | ||
| San Luis | SI-1 REDD Alert? The Trading of Carbon Credits and Protecting Indigenous Peoples' Rights Listen | |||
| Andrea Carmen Presenter View , Warren Evans Presenter View , Jonny BearCub Stiffarm Moderator View | Tucson AB | SI-2 SRI Basics: Making Money and Making a Difference Listen | ||
| Frank Altman Presenter View , Stu Dalheim Presenter View , Jonathan Jacoby Presenter View , Meg Voorhes Moderator | Tucson CD | SI-3 Leveraging Public Relations to Build Your Business in a Cluttered Marketplace Listen | ||
| Celia Mueller Presenter, Morrison Shafroth Presenter, Scott Stapf Presenter, Matt Alsted Moderator View | Tucson E | PE-1 Is It Safe to Get Back in the Water? * Listen | ||
| Mel Miller Presenter View | Tucson F | PE-2 ESG and Mission-Driven Investing: Transforming the Investment Landscape * Listen | ||
| Kimberly Gladman Presenter View , Kyle Johnson Presenter View , Christa Velasquez Presenter View , Timothy Smith Moderator | ||||
| 4:45 PM - 6:15 PM | Reception and Networking | |||
| 6:15 PM - 7:30 PM | Dinner Sponsored By Hope Community Credit Union | 7:30 PM - 7:45 PM | Conference Kick-Off | |
| Steve Schueth Presenter, Lisa Woll Presenter | 7:45 PM - 8:45 PM | Behind the Curve: Deploying Capital to Fight Climate Change | ||
| Mark Fulton Presenter, Mindy S. Lubber Presenter | ||||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Investments | |||
Monday, October 26, 2009
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 8:00 AM | Breakfast | |||
| 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 View | 8:15 AM - 9:15 AM | Creative Collaborations: Oxfam and Rainforest Alliance Raise the Bar on Corporate Partnerships Listen Watch Session | ||
| Raymond Offenheiser Presenter, Cees Talma Presenter View , Mark Way Presenter View , Tensie Whelan Presenter View , Bennett Freeman Moderator | 9:15 AM - 10:00 AM | Green-Collar Jobs: Connecting the Dots between Green Business Leaders and Workers Listen Watch Session | ||
| Phaedra Ellis-Lamkins Presenter View | ||||
| 10:00 AM - 10:30 AM | Break Sponsored By Moxy Vote LLC | 10:30 AM - 11:45 AM | Breakout Sessions | |
| San Luis | SI-4 Measuring Impact - Defining and Evaluating Social Return on Investment (SROI) Listen | |||
| Preston Pinkett III Presenter, Beth Sirull Presenter, Elisabeth Zeller Presenter, Sara Olsen Moderator | Tucson AB | PE-3 Responsible Property Investing after the Crash * Listen | ||
| Robin Hacke Presenter, Gary Pivo Presenter, Jonathan F. P. Rose Presenter View , David Wood Moderator | Tucson CD | SI-5 SRI and Emerging Markets: The Big Picture Listen | ||
| Geeta Aiyer Presenter View , Sonia Kowal Presenter View , Brunno Faria Maradei Presenter, Craig Metrick Moderator View | Tucson E | PE-4 Fast or Slow? The $64,000 Question * Listen | ||
| David Haynes Presenter View , Woody Tasch Presenter View , Don Shaffer Moderator | Tucson F | SI-6 Community Investing Today - Rough Terrain or New Opportunity? Listen | ||
| Richard Campbell Presenter, Penelope Douglas Presenter, Ellen Seidman Presenter, Doug Stamm Presenter, Betsy Zeidman Moderator | ||||
| 12:00 PM - 1:30 PM | Lunch: Topic Tables Sponsored By Self-Help Credit Union | 1:30 PM - 2:30 PM | Annual Meeting of the Social Investment Forum | |
| Cheryl Smith Presenter, Lisa Woll Presenter View | ||||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film: "A Sea Change" | |||
| 4:30 PM - 5:00 PM | Break Sponsored By Birge & Minckley PC | 5:00 PM - 6:00 PM | No Return to Normal: The Great Crisis, the Dismal Science and the Exit Strategy Illusion * Listen Watch Session | |
| James K. Galbraith Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| San Luis | SP-01 LEEDing the Green REvolution Listen | |||
| Mariner Asset Management Michael G. Portie Presenter | Tucson AB | SP-02 Winning Strategies for Three of the Parnassus Funds: The Parnassus Fund, the Small-Cap Fund, and the Workplace Fund Listen | ||
| Parnassus Investments Jerome L. Dodson Presenter View | Tucson CD | SP-03 Cutting Edge of Community Investing - Where Money is the Root of all Good Listen | ||
| University Bank James Conrad Presenter View , Needham Hurst Presenter, David Reiling Presenter View | Tucson E | SP-04 Are We There Yet? The Outlook for the Economy and the U.S. Equity Market Listen | ||
| Calvert Richard England Presenter View | Tucson F | SP-05 Stakeholder Engagement with SRIs Listen | ||
| Dell Inc. Rob Williams Presenter View | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| Tucson AB | SP-06 Finding Good Businesses During the Downturn: Parnassus Equity Income Fund Listen | |||
| Parnassus Investments Todd C. Ahlsten Presenter View | Tucson CD | SP-07 The Female Health Company: Capitalism with a Humane Endpoint Listen | ||
| The Female Health Company Donna Felch Presenter View , O.B. Parrish Presenter | Tucson E | SP-08 Pax World Product Update: Actively Managed Strategies Listen | ||
| Pax World Investments Ivka Kalus-Bystricky Presenter, Nathan Moser Presenter, Joe Keefe Moderator View | Tucson F | SP-09 Turnkey Asset Management Solutions for Socially Conscious Investors Listen | ||
| First Affirmative Financial Network, LLC Danielle Burns Presenter View , Johann Klaassen Presenter | ||||
| 7:30 PM - 8:30 PM | Dinner Sponsored By Bloomberg | 8:30 PM - 8:40 PM | Moskowitz Prize Presentation | |
| Lloyd Kurtz Moderator | 8:40 PM - 11:00 PM | Exhibitor Fair | ||
| All Conference Sponsors | ||||
Tuesday, October 27, 2009
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:00 AM - 8:30 AM | Breakfast Sponsored By RiskMetrics Group | |||
| 7:00 AM - 8:25 AM | Private Joint APP & Policy Committee Breakfast | 8:30 AM - 9:30 AM | Reforming the Financial System: Key Issues for SRI Investors Listen Watch Session | |
| Smeeta Ramarathnam Presenter, Damon Silvers Presenter, Michel Lent Moderator | 9:30 AM - 10:15 AM | Getting Green Done: Hard Truths from the Sustainability Front Lines Listen Watch Session | ||
| Auden Schendler Presenter View | ||||
| 10:15 AM - 10:45 AM | Break | 10:45 AM - 12:00 PM | Breakout Sessions | |
| San Luis | SI-7 An Outlook on Climate Change: Policies and Portfolios | |||
| Mark Fulton Presenter, Tom Kuh Presenter, Felicia Marcus Presenter View , Ryan Hodum Moderator View | Tucson AB | PE-5 Fiduciary Duty and ESG: Myths, Aspirations and Realities * Listen | ||
| Sarah Cleveland Presenter, Peter Kinder Presenter, Jonas Kron Presenter, Brian Rice Presenter, Paul Hilton Moderator View | Tucson CD | SI-8 Around the World in 75 Minutes: What's New with ESG? Listen | ||
| Bryan Corbett Presenter, James Gifford Presenter, Lawrence Prager Presenter, Matthew Kiernan Moderator | Tucson E | PE-6 SRI in the Rockies Futurescape Workshop Listen | ||
| Leslie Martel Baer Presenter View , Carol Holding Presenter, Joe Keefe Presenter, John Rooks Presenter View , Reggie Stanley Presenter View , Steve Schueth Moderator | Tucson F | SI-9 14th Annual Moskowitz Prize for Academic Research * Listen | ||
| Moskowitz Prize Winner Presenter View | ||||
| 12:00 PM - 1:15 PM | Lunch Sponsored By Wolf Haldenstein Adler Freeman & Herz LLP | 1:15 PM - 2:30 PM | Breakout Sessions | |
| San Luis | SI-10 Partnering for Conflict-Free Electronics: Taking Controversy out of Your Computer Listen | |||
| Michael Loch Presenter, Muadi Mukenge Presenter, John Norris Presenter, Patricia Jurewicz Moderator View | Tucson AB | SI-11 Microfinance & Beyond: The Profit Motive and Poverty Reduction Listen | ||
| Jill Chen Presenter View , Elizabeth Littlefield Presenter View , Brian Milder Presenter, Deborah Burand Moderator View | Tucson CD | PE-7 Why the Smart Money is Going Green * Listen | ||
| Dallas Kachan Presenter, Bruce M. Kahn Presenter View , Matthew Kiernan Moderator | Tucson E | SI-12 Assessing the Influence of Shareholder Dialogue on Corporate Social Responsibility Listen | ||
| Silvia Garrigo Presenter, Maggie Kohn Presenter, Ed Potter Presenter, John Wilson Moderator | Tucson F | PE-8 Active vs. Passive Revisited: Lessons from the Financial Crisis * Listen | ||
| Scott Budde Presenter, Adam Seitchik Presenter View , Tom Kuh Moderator View | ||||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film: "Fresh" | |||
| 4:30 PM - 5:00 PM | Break | 5:00 PM - 6:00 PM | Transforming Capitalism: From Grabbing It All to Greening It All. A Conversation with L. Hunter Lovins and Gil Friend Listen Watch Session | |
| Gil Friend Presenter, L. Hunter Lovins Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| Tucson AB | SP-10 Time Horizons: Maintaining a Balanced Perspective in Analyzing Equities Listen | |||
| SKBA Capital Management Matthew Zuck Presenter View | Tucson CD | SP-11 Asset Manager Selection: How Investment Consultants Assess ESG Products and Impact Listen | ||
| Managers Investment Group David Wood Presenter View | Tucson E | SP-12 Pax World Product Update: Passively Managed Strategies Listen | ||
| Pax World Investments David Harris Presenter, Tom Kuh Presenter, Joe Keefe Moderator View | Tucson F | SP-13 Optimal Portfolio Diversification Strategies for Socially Conscious Investors Listen | ||
| First Affirmative Financial Network, LLC George R. Gay Presenter, R. Kevin O'Keefe Presenter | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| Tucson AB | SP-14 Mainstreaming ESG: The Expanding Role of Extra Financial Data in Traditional Financial Analysis Listen | |||
| Bloomberg Emil Efthimides Presenter | Tucson CD | SP-15 A New Age of Corporate Governance and Proxy Voting - Changes and Trends You Need to Know About Listen | ||
| PROXY Governance Inc. Scott Fenn Presenter View | Tucson E | SP-16 Calvert Large Cap Value Fund and SAGE Listen | ||
| Calvert Bennett Freeman Presenter, James McGlynn Presenter View | Tucson F | SP-17 Accessing Growth in Environmental Technology and Solutions Listen | ||
| FTSE David Harris Presenter View | 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 | |
| Bob Walker | 8:40 PM - 9:00 PM | Acknowledgements and Appreciations | ||
| George R. Gay | ||||
| 9:00 PM - 2:00 AM | Celebration / Dance | |||
| Sustainalytics | ||||
Wednesday, October 28, 2009
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:15 AM - 9:15 AM | Continental Breakfast | 9:15 AM - 10:45 AM | Closing Circle | |
| Cheryl Smith Presenter | ||||
| 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 | |||
| Sunday, October 25, 2009 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 12:00 PM - 5:00 PM | Sponsor Set-Up | |||
| 1:30 PM - 6:30 PM | Conference Registration | |||
| 2:15 PM - 3:15 PM | Welcome Aboard! New Participant Orientation | |||
| Steve Schueth Presenter, Meg Voorhes Presenter View , Lisa Woll Presenter | 3:30 PM - 4:45 PM | Breakout Sessions | ||
| San Luis | SI-1 REDD Alert? The Trading of Carbon Credits and Protecting Indigenous Peoples' Rights Listen | |||
| Andrea Carmen Presenter View , Warren Evans Presenter View , Jonny BearCub Stiffarm Moderator View | Tucson AB | SI-2 SRI Basics: Making Money and Making a Difference Listen | ||
| Frank Altman Presenter View , Stu Dalheim Presenter View , Jonathan Jacoby Presenter View , Meg Voorhes Moderator | Tucson CD | SI-3 Leveraging Public Relations to Build Your Business in a Cluttered Marketplace Listen | ||
| Celia Mueller Presenter, Morrison Shafroth Presenter, Scott Stapf Presenter, Matt Alsted Moderator View | Tucson E | PE-1 Is It Safe to Get Back in the Water? * Listen | ||
| Mel Miller Presenter View | Tucson F | PE-2 ESG and Mission-Driven Investing: Transforming the Investment Landscape * Listen | ||
| Kimberly Gladman Presenter View , Kyle Johnson Presenter View , Christa Velasquez Presenter View , Timothy Smith Moderator | ||||
| 4:45 PM - 6:15 PM | Reception and Networking | |||
| 6:15 PM - 7:30 PM | Dinner Sponsored By Hope Community Credit Union | 7:30 PM - 7:45 PM | Conference Kick-Off | |
| Steve Schueth Presenter, Lisa Woll Presenter | 7:45 PM - 8:45 PM | Behind the Curve: Deploying Capital to Fight Climate Change | ||
| Mark Fulton Presenter, Mindy S. Lubber Presenter | ||||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Investments | |||
| Monday, October 26, 2009 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 8:00 AM | Breakfast | |||
| 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 View | 8:15 AM - 9:15 AM | Creative Collaborations: Oxfam and Rainforest Alliance Raise the Bar on Corporate Partnerships Listen Watch Session | ||
| Raymond Offenheiser Presenter, Cees Talma Presenter View , Mark Way Presenter View , Tensie Whelan Presenter View , Bennett Freeman Moderator | 9:15 AM - 10:00 AM | Green-Collar Jobs: Connecting the Dots between Green Business Leaders and Workers Listen Watch Session | ||
| Phaedra Ellis-Lamkins Presenter View | ||||
| 10:00 AM - 10:30 AM | Break Sponsored By Moxy Vote LLC | 10:30 AM - 11:45 AM | Breakout Sessions | |
| San Luis | SI-4 Measuring Impact - Defining and Evaluating Social Return on Investment (SROI) Listen | |||
| Preston Pinkett III Presenter, Beth Sirull Presenter, Elisabeth Zeller Presenter, Sara Olsen Moderator | Tucson AB | PE-3 Responsible Property Investing after the Crash * Listen | ||
| Robin Hacke Presenter, Gary Pivo Presenter, Jonathan F. P. Rose Presenter View , David Wood Moderator | Tucson CD | SI-5 SRI and Emerging Markets: The Big Picture Listen | ||
| Geeta Aiyer Presenter View , Sonia Kowal Presenter View , Brunno Faria Maradei Presenter, Craig Metrick Moderator View | Tucson E | PE-4 Fast or Slow? The $64,000 Question * Listen | ||
| David Haynes Presenter View , Woody Tasch Presenter View , Don Shaffer Moderator | Tucson F | SI-6 Community Investing Today - Rough Terrain or New Opportunity? Listen | ||
| Richard Campbell Presenter, Penelope Douglas Presenter, Ellen Seidman Presenter, Doug Stamm Presenter, Betsy Zeidman Moderator | ||||
| 12:00 PM - 1:30 PM | Lunch: Topic Tables Sponsored By Self-Help Credit Union | 1:30 PM - 2:30 PM | Annual Meeting of the Social Investment Forum | |
| Cheryl Smith Presenter, Lisa Woll Presenter View | ||||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film: "A Sea Change" | |||
| 4:30 PM - 5:00 PM | Break Sponsored By Birge & Minckley PC | 5:00 PM - 6:00 PM | No Return to Normal: The Great Crisis, the Dismal Science and the Exit Strategy Illusion * Listen Watch Session | |
| James K. Galbraith Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| San Luis | SP-01 LEEDing the Green REvolution Listen | |||
| Mariner Asset Management Michael G. Portie Presenter | Tucson AB | SP-02 Winning Strategies for Three of the Parnassus Funds: The Parnassus Fund, the Small-Cap Fund, and the Workplace Fund Listen | ||
| Parnassus Investments Jerome L. Dodson Presenter View | Tucson CD | SP-03 Cutting Edge of Community Investing - Where Money is the Root of all Good Listen | ||
| University Bank James Conrad Presenter View , Needham Hurst Presenter, David Reiling Presenter View | Tucson E | SP-04 Are We There Yet? The Outlook for the Economy and the U.S. Equity Market Listen | ||
| Calvert Richard England Presenter View | Tucson F | SP-05 Stakeholder Engagement with SRIs Listen | ||
| Dell Inc. Rob Williams Presenter View | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| Tucson AB | SP-06 Finding Good Businesses During the Downturn: Parnassus Equity Income Fund Listen | |||
| Parnassus Investments Todd C. Ahlsten Presenter View | Tucson CD | SP-07 The Female Health Company: Capitalism with a Humane Endpoint Listen | ||
| The Female Health Company Donna Felch Presenter View , O.B. Parrish Presenter | Tucson E | SP-08 Pax World Product Update: Actively Managed Strategies Listen | ||
| Pax World Investments Ivka Kalus-Bystricky Presenter, Nathan Moser Presenter, Joe Keefe Moderator View | Tucson F | SP-09 Turnkey Asset Management Solutions for Socially Conscious Investors Listen | ||
| First Affirmative Financial Network, LLC Danielle Burns Presenter View , Johann Klaassen Presenter | ||||
| 7:30 PM - 8:30 PM | Dinner Sponsored By Bloomberg | 8:30 PM - 8:40 PM | Moskowitz Prize Presentation | |
| Lloyd Kurtz Moderator | 8:40 PM - 11:00 PM | Exhibitor Fair | ||
| All Conference Sponsors | ||||
| Tuesday, October 27, 2009 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:00 AM - 8:30 AM | Breakfast Sponsored By RiskMetrics Group | |||
| 7:00 AM - 8:25 AM | Private Joint APP & Policy Committee Breakfast | 8:30 AM - 9:30 AM | Reforming the Financial System: Key Issues for SRI Investors Listen Watch Session | |
| Smeeta Ramarathnam Presenter, Damon Silvers Presenter, Michel Lent Moderator | 9:30 AM - 10:15 AM | Getting Green Done: Hard Truths from the Sustainability Front Lines Listen Watch Session | ||
| Auden Schendler Presenter View | ||||
| 10:15 AM - 10:45 AM | Break | 10:45 AM - 12:00 PM | Breakout Sessions | |
| San Luis | SI-7 An Outlook on Climate Change: Policies and Portfolios | |||
| Mark Fulton Presenter, Tom Kuh Presenter, Felicia Marcus Presenter View , Ryan Hodum Moderator View | Tucson AB | PE-5 Fiduciary Duty and ESG: Myths, Aspirations and Realities * Listen | ||
| Sarah Cleveland Presenter, Peter Kinder Presenter, Jonas Kron Presenter, Brian Rice Presenter, Paul Hilton Moderator View | Tucson CD | SI-8 Around the World in 75 Minutes: What's New with ESG? Listen | ||
| Bryan Corbett Presenter, James Gifford Presenter, Lawrence Prager Presenter, Matthew Kiernan Moderator | Tucson E | PE-6 SRI in the Rockies Futurescape Workshop Listen | ||
| Leslie Martel Baer Presenter View , Carol Holding Presenter, Joe Keefe Presenter, John Rooks Presenter View , Reggie Stanley Presenter View , Steve Schueth Moderator | Tucson F | SI-9 14th Annual Moskowitz Prize for Academic Research * Listen | ||
| Moskowitz Prize Winner Presenter View | ||||
| 12:00 PM - 1:15 PM | Lunch Sponsored By Wolf Haldenstein Adler Freeman & Herz LLP | 1:15 PM - 2:30 PM | Breakout Sessions | |
| San Luis | SI-10 Partnering for Conflict-Free Electronics: Taking Controversy out of Your Computer Listen | |||
| Michael Loch Presenter, Muadi Mukenge Presenter, John Norris Presenter, Patricia Jurewicz Moderator View | Tucson AB | SI-11 Microfinance & Beyond: The Profit Motive and Poverty Reduction Listen | ||
| Jill Chen Presenter View , Elizabeth Littlefield Presenter View , Brian Milder Presenter, Deborah Burand Moderator View | Tucson CD | PE-7 Why the Smart Money is Going Green * Listen | ||
| Dallas Kachan Presenter, Bruce M. Kahn Presenter View , Matthew Kiernan Moderator | Tucson E | SI-12 Assessing the Influence of Shareholder Dialogue on Corporate Social Responsibility Listen | ||
| Silvia Garrigo Presenter, Maggie Kohn Presenter, Ed Potter Presenter, John Wilson Moderator | Tucson F | PE-8 Active vs. Passive Revisited: Lessons from the Financial Crisis * Listen | ||
| Scott Budde Presenter, Adam Seitchik Presenter View , Tom Kuh Moderator View | ||||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film: "Fresh" | |||
| 4:30 PM - 5:00 PM | Break | 5:00 PM - 6:00 PM | Transforming Capitalism: From Grabbing It All to Greening It All. A Conversation with L. Hunter Lovins and Gil Friend Listen Watch Session | |
| Gil Friend Presenter, L. Hunter Lovins Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| Tucson AB | SP-10 Time Horizons: Maintaining a Balanced Perspective in Analyzing Equities Listen | |||
| SKBA Capital Management Matthew Zuck Presenter View | Tucson CD | SP-11 Asset Manager Selection: How Investment Consultants Assess ESG Products and Impact Listen | ||
| Managers Investment Group David Wood Presenter View | Tucson E | SP-12 Pax World Product Update: Passively Managed Strategies Listen | ||
| Pax World Investments David Harris Presenter, Tom Kuh Presenter, Joe Keefe Moderator View | Tucson F | SP-13 Optimal Portfolio Diversification Strategies for Socially Conscious Investors Listen | ||
| First Affirmative Financial Network, LLC George R. Gay Presenter, R. Kevin O'Keefe Presenter | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| Tucson AB | SP-14 Mainstreaming ESG: The Expanding Role of Extra Financial Data in Traditional Financial Analysis Listen | |||
| Bloomberg Emil Efthimides Presenter | Tucson CD | SP-15 A New Age of Corporate Governance and Proxy Voting - Changes and Trends You Need to Know About Listen | ||
| PROXY Governance Inc. Scott Fenn Presenter View | Tucson E | SP-16 Calvert Large Cap Value Fund and SAGE Listen | ||
| Calvert Bennett Freeman Presenter, James McGlynn Presenter View | Tucson F | SP-17 Accessing Growth in Environmental Technology and Solutions Listen | ||
| FTSE David Harris Presenter View | 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 | |
| Bob Walker | 8:40 PM - 9:00 PM | Acknowledgements and Appreciations | ||
| George R. Gay | ||||
| 9:00 PM - 2:00 AM | Celebration / Dance | |||
| Sustainalytics | ||||
| Wednesday, October 28, 2009 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:15 AM - 9:15 AM | Continental Breakfast | 9:15 AM - 10:45 AM | Closing Circle | |
| Cheryl Smith Presenter | ||||
| 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 | |||
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