Agenda

Tomorrow’s Economy: Investing for a Sustainable World.

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

Saturday Nov 3
Sunday Nov 4
Monday Nov 5
Tuesday Nov 6
All Days

Saturday November 3rd

Time		Session/Event	Speakers/Presenters/Sponsor

10:00 AM - 2:00 PM		Community Investing Working Group: Strategy Session
11:00 AM - 12:15 PM		First Affirmative Financial Network, LLC Annual Meeting of Investors	George R. Gay, Steve Schueth
12:00 PM - 1:30 PM		Lunch for Representatives of Progressive Asset Management This is an "invitation only" lunch meeting for investment professionals affiliated with Progressive Asset Management.	Progressive Asset Management/FWG
12:00 PM - 5:00 PM		Sponsor Set-Up
12:30 PM - 2:00 PM		First Affirmative Financial Network Advisory Board Lunch and Meeting The First Affirmative Advisory Board will meet over lunch to review business strategy and discuss company priorities for the future. Invitation only!
1:30 PM - 6:00 PM		Conference Registration Make the Conference Registration Desk your first stop at Tamaya. Pick up your Conference Notebook and your name badge?you will need it to access conference sessions, receptions, and meals.
2:15 PM - 3:15 PM		New Participant Orientation Session 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 Tamaya. Veteran conference participants are also encouraged to attend!
3:30 PM - 4:45 PM		Breakout Sessions
	*	What Really Creates Value: Fear or Greed? Always entertaining as well as informative, Mel Miller, in his 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.	Mel Miller
		Sustainable Innovations: Portfolio Company Popcorn Presentations Companies commonly found in SRI portfolios will have an opportunity to make quick "popcorn" presentations. Each company representative will focus on his/her company's commitment to sustainability and the innovative approach being taken to become a more sustainable company. There won't be enough time to tell the whole story, so the representatives will be around during the conference to talk with those who may be interested in more details.	Shari Carle, Jeffrey Sturchio, Suzanne Fallender, Mary Jane Klocke, Steve Schueth
	*	Emerging Alpha: A Guide to SRI in Emerging Markets In this session, a panel of experts will examine the current quality of social research being done in the emerging markets arena. Panelists will discuss currently available and expected investment options in this asset class, and ways the SRI industry can try to be as relevant and effective as possible in the future.	Jeffrey MacDonagh, Jacob Park, Sonia Wildash, Michelle Lapolla
		The Changing Face of the Securities and Exchange Commission, and What it Means for Socially Conscious Investors Many issues of concern to social investors are impacted by SEC oversight, including board proxy access, the right to file shareholder resolutions, and environmental disclosure by companies. The SEC has been at the center of a political debate heating up as the 2008 elections approach. This panel of experts will provide insight on things to come.	Damon Silvers, Sanford Lewis, Cynthia Williams, Adam Kanzer
		The Painful Reality of Forced Labor and Slavery: What Can Corporations and Investors Do? Forced labor and slavery is estimated to victimize from 13 to 27 million people worldwide. For example, you may proudly drive a Prius, but the steel in it may have come from forced labor. This session will document how slave labor conditions persist, and discuss how human rights activists, corporations, and shareholders are getting involved to deal with this disturbing problem.	Conrad MacKerron, Bama Athreya, Monica Oberkofler, Monique Oxender
4:45 PM - 6:15 PM		Reception and Networking Grab something cold to drink, reconnect with old friends, and meet new friends who are joining us for their first SRI in the Rockies Conference!	Forward Management
6:15 PM - 7:15 PM		Dinner	Hewlett Packard
7:15 PM - 8:00 PM		Conference Kick-Off and Tamayame Welcome	Steve Schueth, Lisa Woll
8:00 PM - 9:00 PM		Indian Country Renaissance: Self-Reliance in Action Joseph Garcia is a visionary Native American. He is President of the National Congress of American Indians (AIPC) representing 275 tribal governments and hundreds of thousands of Indian people, and Chairman of the All Indian Pueblo Council (AIPC) of New Mexico. Educational and economic strides are beginning to close the gap between Native people and their non-native neighbors, and Chairman Garcia believes that much more can be accomplished with the ?many tribes, one voice? approach. He is committed to creating collaborations that will preserve the cultural traditions of Indian Nations while respecting and protecting their future. He has a plan that will utilize innovative ideas consistent with the principles of self-determination and respect for tribal sovereignty as a foundation for creating diverse and sustainable economic development in Indian Country.	Joseph Garcia
9:00 PM - 9:30 PM		Ice Cream Social	Pax World Management LLC

Sunday November 4th

Time		Session/Event	Speakers/Presenters/Sponsor

6:00 AM - 7:30 AM		Morning Meditation / Silent Prayer
6:30 AM - 7:30 AM		Non-Denominational Service
6:45 AM - 8:15 AM		Private Breakfast for the Social Investment Forum Board of Directors
6:45 AM - 8:15 AM		Private Breakfast for Community Investment Working Group An opportunity to learn about the 1% or More in Community Investing Program of the Social Investment Forum and ways to join this important work. Community Investing provides basic financial services, access to capital, and technical support to low-income individuals and regions nationally and internationally. RSVP required prior to arrival at the conference.
6:45 AM - 8:15 AM		Breakfast	PROXY Governance Inc.
8:00 AM - 8:15 AM		Official Conference Welcome	George R. Gay
8:15 AM - 9:00 AM	*	Acid Rain and Global Warming: Using Markets to Solve Environmental Problems and Create Wealth Dr. Sandor's presentation will focus on the concept of emissions trading and the work of the Chicago Climate Exchange to reduce air pollutants that contribute to global warming and acid rain. The Chicago Climate Exchange is one example of how markets can be used to solve environmental problems and, simultaneously, create wealth for investors.	Richard Sandor PhD
9:00 AM - 10:00 AM		Community Investing Today: Market Rate Opportunities Across Asset Classes For many investors, community investing has been limited to cash equivalents and below-market debt instruments. This session will showcase a full spectrum of market and below-market community investment options to include a range of market-rate investment vehicles in cash equivalents, targeted fixed income securities, as well as public and private equity. Speakers will describe investment products that offer market returns, liquidity, and diversification, and give clear examples of how those vehicles support social goals.	Luther M. Ragin, Jr., Amy Muska O'Brien, Deborah J. La Franchi
10:00 AM - 10:30 AM		Break	Azzad Asset Management
10:30 AM - 11:45 AM		Breakout Sessions
		Serious Commitments to Sustainability Can Be Found in the Most Unexpected Places Since the first of this year, hundreds of articles on climate change, the energy crisis, corporate social responsibility initiatives, and commitments to sustainability have been published. But have you heard about the U.S. Army's efforts to green Ft. Carson, or the struggles inside of Newmont Mining as management moves that company toward becoming the best in class in the extraction industry? These two massive organizations don't normally come to mind when we talk about sustainability, but maybe they will after this presentation!	Bruce Hutton, Christopher Juniper
	*	In Pursuit of Alpha: Identifying the BEST Companies for Social Investment Portfolios In this session, panelists will present cutting-edge research and analysis techniques designed to identify the best companies for socially responsible investor portfolios -- those companies that are the most profitable while making the most positive contributions to society.	Karl Einolf, Alex Edmans, Alyson Slater, Steve Schueth
		Next Generation Sin Screens: What to do with Alcohol, Gambling, and Tobacco in SRI Investment Portfolios Many socially conscious investors and investment companies are reexamining some of the legacy ?sin? screens to determine what resonates in a 21st century context. This panel of experts will discuss whether there is such a thing as a ?responsible? alcohol company, the positive effects that gaming has created for the economic development of native peoples, and whether we might need to be even more strict in how we apply tobacco screens. While there is clearly no one right answer, this forum will ensure that a lively debate helps shape next generation SRI.	David Loehwing, Conrad MacKerron, Rebecca Adamson, Alana Libow, Paul Hilton
		Marketing 301: Grow Your Business by Telling Your Story Whether your business is a sole proprietorship or a company with 1,000 employees and associates, this session is designed to help you build business success by developing persuasive brand stories based on your history and experience. Featuring recognized leaders in the art of brand storytelling, this session will introduce and illustrate practical concepts that conference participants can put to work immediately to grow their businesses.	Eric Friedenwald- Fishman, Joleen S. Spencer-Oladeinde, Clark F. Driftmier, Matt Alsted
		Investing in Native Communities: Overcoming Historical Barriers to Build Economic Prosperity There is a renaissance occurring in Native Communities! Native American, Native Hawaiian, and Alaska Native people are teaching and guiding their communities toward successful business development without sacrificing their indigenous cultures. This panel of experts will discuss how the Native economic development movement is integrating community values with economic opportunity. You will also learn about new investment opportunities for socially conscious investors in Native communities.	Elsie Meeks, Roland Johnson, Ray Begay, Shyla Sheppard
11:45 AM - 1:00 PM		Lunch - Topic Tables Topic Tables are popular conversation circles that provide an informal opportunity for people with shared interests to identify each other and discuss ideas over lunch. Topics range across a broad spectrum of issues of interest to members of the SRI community. Look for a table sign that sparks your interest and join the group. A few tables will have blank signs to allow groups to form spontaneously?just write your topic on the sign and others will join you.	Self-Help Credit Union
1:00 PM - 1:30 PM		2007 Trends Report: Sneak Preview	Joshua Humphreys
1:30 PM - 3:00 PM		Annual Meeting of Members: Social Investment Forum The annual meeting of the socially responsible investment industry association provides an important opportunity to learn about Social Investment Forum programs, provide feedback to the Board of Directors, and elect new SIF directors. This year's meeting will focus on the Forum's organizational and strategic development. This meeting is open to all SIF members and all conference participants. It is scheduled to extend by 30 minutes in to Recreation Time.	Lisa Woll, Tim Smith Board Chair
2:30 PM - 4:30 PM		Recreation Time - Native American Flute by the Pools 3 - 4 PM Native American Flute Performance, William Clark, Navajo Tribal Member or . . . Take a hike, take a nap, ride a bike, or enjoy the fabulous pool. If necessary, do a meeting. Recreation Time is yours to do with as you wish. Enjoy!
4:30 PM - 5:00 PM		Break Grab some quick refreshment in the Sponsor Exhibit Area and find a seat for the 5:00 PM presentation. You don't want to miss it!	AFL-CIO Office of Investment
5:00 PM - 6:00 PM		Challenges and Opportunities in Indian Country, and Indigenous Communities Around the World	Rebecca L. Adamson
6:15 PM - 6:45 PM		Sponsored Presentations
		Calvert International Opportunities Fund A discussion with Mr. Terry Coles, Portfolio Manager for the Calvert International Opportunities Fund, a new entry in the SMID international equity allocation. Join Mr. Coles as he shares with you the strategy, process, and insight of F&C Asset Management.	Terry Coles Calvert
		Sustainable Investment Solutions for Socially Conscious Investors Two years ago, First Affirmative moved to secure trademark protection for "Sustainable Investment Solutions." It describes our process for designing investment portfolios of mutual funds and/or separate account managers. First Affirmative offers asset management and consulting services to socially conscious individual and institutional investors through a nationwide network of investment advisers. Advisers also have access to a valuable set of resources through a unique member services program.	Steve Schueth, Danielle Burns First Affirmative Financial Network, LLC
		Green Century Funds - Built on Advocacy Green Century Capital Management was founded and is wholly owned by a group of non-profit environmental advocacy and citizen action organizations. Learn more about Green Century's heritage of advocacy work at this session, where we expand on the multi-pronged approach we take to prevail on the tough issues.	Erin Gray Green Century Funds
		Dealing with Uncertainty, Ambiguity, and the Range of Potential Outcomes A brief overview of how SKBA constructs "economic expectations" on both a top-down and bottom-up basis in situations where the range of outcomes is well known or limited (uncertain) as well as situations where the range of possible outcomes is unclear or very broad (ambiguous). We will discuss how SRI investment principles can augment this basic framework for portfolio design.	Andrew Bischel, Matthew Zuck SKBA Capital Management
6:50 PM - 7:20 PM		Sponsored Presentations
		MMA Praxis Enters Small Cap Arena Introducing the new MMA Praxis Small Cap Fund. Meet the portfolio managers from Luther King Capital Management, subadvisor to the fund. Learn about their commitment to stewardship, their experience managing SRI portfolios, their tactical core style of management, and their competitive risk-adjusted returns.	Steven R. Purvis, Mark Johnson MMA Praxis
		The KLD Global Sustainability Index The new KLD Global Sustainability Index (GSI) is designed to represent the global equity market for sustainable investors. The Index holds a broad, diversified sub-set of the largest global companies, selected based on environmental, social and governance factors and sector rankings by region (North America, Europe, and Asia-Pacific). Developing the GSI meant establishing partnerships with leading global sustainable investment research firms in order to collaborate on a common understanding of what it means to be a sustainable company in the global marketplace.	Peter Kinder, Thomas Kuh KLD Research & Analytics
		New Fund Strategies at Pax World Joe Keefe, CEO, Julie Gorte, Senior Vice President for Sustainable Investing, and Sujatha Avutu, Senior Vice President and Portfolio Manager, will discuss new fund offerings at Pax World. They will discuss the new Pax World Value Fund, launched in September, in the context of Pax?s recent efforts to revise and refine its approach to sustainable investing, and share Pax?s thoughts on how to reach a larger segment of the investing public with SRI investment products and strategies.	Joe Keefe, Julie Gorte, Sujatha Avutu Pax World Management LLC
		Protecting Shareholder Value (and Values) with ReFlow? Forward Management operates an investor-centered asset management business. Learn how Forward Funds (including the screened Sierra Club Stock Fund and Forward Progressive Real Estate Fund) enhance shareholder value via ReFlow, an innovative liquidity service that addresses performance "drag" resulting from daily asset inflows and outflows. Forward provides unique solutions to industry-shaping governance issues through its independent board of trustees and its leadership in publishing daily mutual fund flows, portfolio holdings, and officer trading activity.	J. Alan Reid, Jr. , Neil Stallings Forward Management
7:30 PM - 8:30 PM		Dinner	Hope Community Credit Union
8:30 PM - 8:40 PM		Moskowitz Prize Presentation 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. Lloyd will introduce Milton Moskowitz, the namesake of the Prize, and present the 2007 winner.
8:45 PM - 11:00 PM		Exhibitor Fair Mix and mingle with Conference Sponsors. Learn about what they do, what they offer, and how they support the socially responsible investment industry. Cash bar.	All Conference Sponsors

Monday November 5th

Time		Session/Event	Speakers/Presenters/Sponsor

6:00 AM - 7:30 AM		Morning Meditation / Silent Prayer
7:00 AM - 8:30 AM		Breakfast - Topic Tables A second round of Topic Tables. Conversations can be continued from the previous day, or feel free to choose another topic that interests you and get to know a new group of conference participants!	MSCI
7:00 AM - 8:30 AM		Private Breakfast for Advocacy and Public Policy Working Group An opportunity to discuss current advocacy and public policy issues affecting the socially responsible investment industry, particularly developments at the SEC affecting shareholder rights. This breakfast meeting is for Social Investment Forum members only. RSVP prior to the conference required.
8:30 AM - 9:15 AM		Opportunities and Risks of Climate Change: How Investors Can Help Move the Mountain Scientists tell us that our climate is changing even faster than anticipated. Greenhouse gases accumulating in the atmosphere are causing global warming on a scale never before experienced by humanity. New policies are needed and new technologies are being developed, some of them showing great promise. The Honorable Claudine Schneider will discuss the risks and opportunities inherent in the challenge of climate change as investors, consumers, businesses and politicians awaken to this new reality.	Claudine Schneider
9:15 AM - 10:15 AM		Executive Roundtable: Divergent Views on Industry Trends Significant changes are taking place in the investment industry as awareness of global sustainability issues has increased the demand for environmental, social, and governance (ESG) analysis. In the past few years, specialized SRI firms have continued to hone their SRI research and advocacy strategies and diversify their SRI product offerings, while ?mainstream? firms have also begun developing their own rigorous methodologies for analyzing ESG factors and identifying related investment risks and opportunities. Enjoy the debate as these industry leaders discuss these trends and speculate about changing roles and strategic opportunities for traditional SRI firms, faith-based investors, and mainstream firms involved in ESG analysis.	Joe Keefe, Francis G. Coleman, Aron Cramer, Julie Hudson
10:15 AM - 10:45 AM		Break	Boston Common Asset Management, LLC
10:45 AM - 12:00 PM		Breakout Sessions
	*	Responsible Property Investing: Opportunities and Risks in Green Real Estate In recent years, the development and management of properties to maximize environmental benefits and minimize environmental harm has been growing fast. Opportunities for socially conscious investors to invest in and support "green" real estate are proliferating. This panel will address the risks and opportunities associated with real estate in the context of important issues such as climate change, rising energy prices, and water and land conservation.	Peter Liu, Amy Hall, Marc Heisterkamp, David Wood
	*	A Comparative Perspective on Global SRI As investment has become more global, social investors have a growing number of investment options from which to choose. This panel will focus on global and international SRI and sustainability indexes, comparing their methodologies, financial characteristics, and adequacy as benchmarks. Speakers will address the purpose of these indexes; differences between SRI and sustainability strategies; their efficacy as investment vehicles; and their role in asset allocation.	Thomas Kuh, David H. Myers, Craig Metrick, John Prestbo
		Climate Change: Investment Opportunities, Carbon Markets, and Government Policy During the past year, we have seen rapid changes in the corporate world?s response to climate change. Major investment firms have issued reports on investment risks and opportunities related to climate change. Business and environmental leaders have jointly called for federal cap & trade regulations. Carbon trading markets in Europe and the U.S. have continued to evolve. This panel of experts will explore this quickly evolving landscape of market mechanisms addressing climate change and discuss how investors can make a difference.	Julie Hudson, Jeffrey Burks, Anna Skarbek, Truman Semans, Jr.
		The China-Sudan Connection: Options for Concerned Investors This session will explore the role that Chinese companies play in the Sudan conflict and examine how investors are utilizing different approaches to effect change. Panelists will address the potential effectiveness of undertaking SRI strategies in China, including the underlying issue of shareholder rights in emerging markets and state-owned enterprises, and discuss potential pressures that may be brought to bear on China in the months leading up to the 2008 Olympics.	Sonal Mahida, Bennett Freeman, Elizabeth E. McGeveran, Steve Lippman
		Not Just for Breakfast Anymore: What Every Fiduciary Should Know About Toxic Chemicals Toxic chemicals are hitting the bottom line. For example, DuPont recently settled a lawsuit for over $100 million after exposing consumers to hazardous chemical PFOA used in the production of Teflon. This panel explores why fiduciaries must track this increasingly serious and material issue, and what shareholder advocacy can accomplish.	Richard A. Liroff, Steven Heim, Tim Little
12:00 PM - 1:15 PM		Lunch It's time to refuel for an exciting afternoon and evening!	Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM		Breakout Sessions
		Sustainable (and Patient) Private Equity for Socially Conscious Investors Private equity investing can be treacherous, but this rifle-shot investment approach can also be extremely rewarding for those with specific triple-bottom line objectives. This panel of experts will pick up where we left off last year when we debated the question of how to make more direct investment opportunities available to a broader swath of socially conscious investors. Panelists will provide an overview of the field and discuss real-life experiences, while conveying great wisdom about what works, what doesn?t, and what is possible.	James Lincoln, Woody Tasch, John Fullerton, Tim Freundlich
		As the World Turns: Next Generation Leadership Emerging In this session, Bob Veres, an eminent observer, and commentator on the future of the financial planning profession will facilitate an open forum conversation to identify and explore the challenges facing the world of sustainable investing, and talk about the next-generation leadership it will require to address them.	Bob Veres
		High Impact Social Entrepreneurship: Three Enterprising Solutions to Meeting Old Social and Economic Challenges New business models seem to be popping up everywhere. This panel of experts will share their experiences and discuss their successful high-value high-impact social entrepreneurship strategies. Panelists represent new cutting edge organizations working to harness the power of private enterprise for public benefit: B-Corporation, a certification system that allows businesses to define themselves as socially responsible to consumers and investors; Latino Community Credit Union, the first Latino credit union in the southeastern U.S.; and New Mexico Community Capital, which helps rural businesses achieve scale by assisting with expertise and strategic direction within a capitalistic model.	Alison Yonas, Andrew Kassoy, John Rice, Jan Bryan
		Discussion of the Moskowitz Prize Winning Study The Moskowitz Prize is awarded annually for excellence in academic research on a topic germane to the socially responsible investment industry. Lloyd Kurtz, guiding spirit behind the Prize, will introduce the 2007 winner, review the finding of the prize winning study, and briefly discuss other recent and noteworthy contributions to academic literature in the realm of SRI.	Lloyd Kurtz, Moskowitz Prize Winner
		Institutional Investor Influence: The Wind Tunnel Effect How are major pension funds, private foundations, government trusts, and other large institutional investors getting involved with social investing, shareholder action, and environmental, social, and governance issues? Have the UN Principles for Responsible Investment catalyzed a ?sea change? in global investing practices? What can we learn from the apparent disconnect between mission and investment policy at the Bill & Melinda Gates Foundation? Don?t miss this provocative panel!	Charles Piller, Caroline Williams, Jonathan Naimon, Winston Hickox
2:30 PM - 4:30 PM		Recreation Time - Marimba Band by the Pools 2:45 - 3:45 PM Zuva Marimba Band or . . . . Take a hike, take a nap, ride a bike, or enjoy the fabulous pool. If necessary, do a meeting. Recreation Time is yours to do with as you wish. Enjoy!
4:30 PM - 5:00 PM		Break Grab some quick refreshment in the Sponsor Exhibit Area and find a seat for the 5:00 PM presentation. You don't want to miss it!	Hope Community Credit Union
5:00 PM - 6:00 PM		The Green Industrial Revolution The inventors and architects of California?s Green Wave Initiative will discuss the challenges and opportunities in harnessing the power of the free market system to usher in a new era in which both business and government focus on sustainability. Former California State Treasurer, Phil Angelides and Winston Hickox, former Secretary of the California EPA, will also discuss ?what?s next? for large and powerful institutional investors like CalPERS, CalSTRS. It?s a good bet that some historians may one day look back and call this the beginning of the Green Industrial Revolution!	Phil Angelides, Winston H. Hickox
6:15 PM - 6:45 PM		Sponsored Presentations
		Delivering Shareholder Value Means Delivering Sustainability Learn how BP is integrating sustainability into the delivery of its business strategy. BP is taking a long term approach that seeks to reduce overall risk and provide access to, and accelerate the growth of, opportunities such as Alternative Energy and Biofuels.	Mary Jane Klocke BP
		Investing for Global Impact A panel of Domini?s investment professionals will discuss the opportunities and challenges of investing for change on a global scale?how investors are changing Wall Street, changing companies, and building a more fair and more sustainable world.	Adam Kanzer, Jeff MacDonagh, Celine Suarez Domini Social Investments LLC
		Big Businesses Go Green Without Sacrificing Green Just as cutting edge, innovative companies were early adopters of information technologies in the 1990s because they saw how those technologies could improve operating expenses and augment the bottom line, the same sorts of companies today are thinking in terms of how more sustainable business practices can enhance profitability. Learn how the new Spectra Green Fund embraces these themes to provide a realistic approach to green investing.	Christina Halpern Spectra Funds
		Prosper with Purpose Learn about church mortgage bonds, securities that combine high interest coupons with first mortgage collateral. Before the internet age, "shoe leather due diligence" was the preferred method understanding investment opportunities. Today we "google" and read about our investments instead of experiencing them. Join us as we visit some of the churches behind our church mortgage bonds and consider adding some to your portfolio.	David Blankman Strongtower Financial
6:50 PM - 7:20 PM		Sponsored Presentations
		Calvert Global Alternative Energy Fund A discussion with Mr. Jen Peers, Portfolio Manager for the new Calvert Global Alternative Energy Fund. Join Mr. Peers as he shares the strategy, process, and insights of KBC Asset Management into the new alternative energy opportunities. KBC serves as subadvisor and day-to-day manager of the Fund.	Jens Peers Calvert
		Climate Change News from Europe: Public Policy and Product Updates Join staff from F&C Asset Management?s London and Boston offices to discuss our engagement with Prince Charles and European heads of state on climate change, the heated European biofuels debate, joint efforts to hold retail stores accountable for working conditions, and key stock picks in each area.	Elizabeth McGeveran, Terry Coles F & C Asset Management
		Bringing Renewable Energy to Life With a growing demand for clean, sustainable sources of power, Sierra Geothermal Power Corp is ideally situated for substantial growth. President and CEO, Gary Thompson will share his vision for Sierra Geothermal?s future in the renewable energy sector, discuss the geothermal potential in Western North America, and its significance for socially responsible investors.	Gary Thompson Sierra Geothermal Power Corp
		Milt Moskowitz on the Parnassus Workplace Fund, and Todd Ahlsten on the Parnassus Equity Income Fund Milton Moskowitz, co-author of Fortune Magazine?s ?100 Best Companies to Work For? list, talks about why he believes great workplaces translate into great investments. Parnassus Equity Income Fund portfolio manager, Todd Ahlsten, discusses the importance of strong research for the Equity Income Fund.	Milton Moskowitz, Todd Ahlsten Parnassus Investments
7:30 PM - 8:30 PM		Dinner	Calvert
8:30 PM - 8:40 PM		SRI Service Award Presentation 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.	Social Investment Forum
8:40 PM - 9:00 PM		Acknowledgements and Appreciations
9:00 PM - 2:00 AM		Celebration / Dance 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!	Domini Social Investments LLC

Tuesday November 6th

Time	Session/Event	Speakers/Presenters/Sponsor

6:00 AM - 7:30 AM	Morning Meditation / Silent Prayer
8:00 AM - 9:30 AM	Continental Breakfast
9:15 AM - 10:45 AM	Closing Circle 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 Your last chance to hug friends and wish them well. Grab a hearty meal, reflect on the new things you have learned and the great people you have met, and prepare for the journey home. We hope to see you again next year: October 26-29, 2008, at the Fairmont Chateau Whistler in British Columbia!	Calvert Social Investment Foundation
11:00 AM - 7:00 PM	Social Investment Forum Board of Directors Meeting

Saturday, November 3, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

10:00 AM - 2:00 PM		Community Investing Working Group: Strategy Session
11:00 AM - 12:15 PM		First Affirmative Financial Network, LLC Annual Meeting of Investors	George R. Gay, Steve Schueth
12:00 PM - 1:30 PM		Lunch for Representatives of Progressive Asset Management This is an "invitation only" lunch meeting for investment professionals affiliated with Progressive Asset Management.	Progressive Asset Management/FWG
12:00 PM - 5:00 PM		Sponsor Set-Up
12:30 PM - 2:00 PM		First Affirmative Financial Network Advisory Board Lunch and Meeting The First Affirmative Advisory Board will meet over lunch to review business strategy and discuss company priorities for the future. Invitation only!
1:30 PM - 6:00 PM		Conference Registration Make the Conference Registration Desk your first stop at Tamaya. Pick up your Conference Notebook and your name badge?you will need it to access conference sessions, receptions, and meals.
2:15 PM - 3:15 PM		New Participant Orientation Session 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 Tamaya. Veteran conference participants are also encouraged to attend!
3:30 PM - 4:45 PM		Breakout Sessions
	*	What Really Creates Value: Fear or Greed? Always entertaining as well as informative, Mel Miller, in his 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.	Mel Miller
		Sustainable Innovations: Portfolio Company Popcorn Presentations Companies commonly found in SRI portfolios will have an opportunity to make quick "popcorn" presentations. Each company representative will focus on his/her company's commitment to sustainability and the innovative approach being taken to become a more sustainable company. There won't be enough time to tell the whole story, so the representatives will be around during the conference to talk with those who may be interested in more details.	Shari Carle, Jeffrey Sturchio, Suzanne Fallender, Mary Jane Klocke, Steve Schueth
	*	Emerging Alpha: A Guide to SRI in Emerging Markets In this session, a panel of experts will examine the current quality of social research being done in the emerging markets arena. Panelists will discuss currently available and expected investment options in this asset class, and ways the SRI industry can try to be as relevant and effective as possible in the future.	Jeffrey MacDonagh, Jacob Park, Sonia Wildash, Michelle Lapolla
		The Changing Face of the Securities and Exchange Commission, and What it Means for Socially Conscious Investors Many issues of concern to social investors are impacted by SEC oversight, including board proxy access, the right to file shareholder resolutions, and environmental disclosure by companies. The SEC has been at the center of a political debate heating up as the 2008 elections approach. This panel of experts will provide insight on things to come.	Damon Silvers, Sanford Lewis, Cynthia Williams, Adam Kanzer
		The Painful Reality of Forced Labor and Slavery: What Can Corporations and Investors Do? Forced labor and slavery is estimated to victimize from 13 to 27 million people worldwide. For example, you may proudly drive a Prius, but the steel in it may have come from forced labor. This session will document how slave labor conditions persist, and discuss how human rights activists, corporations, and shareholders are getting involved to deal with this disturbing problem.	Conrad MacKerron, Bama Athreya, Monica Oberkofler, Monique Oxender
4:45 PM - 6:15 PM		Reception and Networking Grab something cold to drink, reconnect with old friends, and meet new friends who are joining us for their first SRI in the Rockies Conference!	Forward Management
6:15 PM - 7:15 PM		Dinner	Hewlett Packard
7:15 PM - 8:00 PM		Conference Kick-Off and Tamayame Welcome	Steve Schueth, Lisa Woll
8:00 PM - 9:00 PM		Indian Country Renaissance: Self-Reliance in Action Joseph Garcia is a visionary Native American. He is President of the National Congress of American Indians (AIPC) representing 275 tribal governments and hundreds of thousands of Indian people, and Chairman of the All Indian Pueblo Council (AIPC) of New Mexico. Educational and economic strides are beginning to close the gap between Native people and their non-native neighbors, and Chairman Garcia believes that much more can be accomplished with the ?many tribes, one voice? approach. He is committed to creating collaborations that will preserve the cultural traditions of Indian Nations while respecting and protecting their future. He has a plan that will utilize innovative ideas consistent with the principles of self-determination and respect for tribal sovereignty as a foundation for creating diverse and sustainable economic development in Indian Country.	Joseph Garcia
9:00 PM - 9:30 PM		Ice Cream Social	Pax World Management LLC
Sunday, November 4, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

6:00 AM - 7:30 AM		Morning Meditation / Silent Prayer
6:30 AM - 7:30 AM		Non-Denominational Service
6:45 AM - 8:15 AM		Private Breakfast for the Social Investment Forum Board of Directors
6:45 AM - 8:15 AM		Private Breakfast for Community Investment Working Group An opportunity to learn about the 1% or More in Community Investing Program of the Social Investment Forum and ways to join this important work. Community Investing provides basic financial services, access to capital, and technical support to low-income individuals and regions nationally and internationally. RSVP required prior to arrival at the conference.
6:45 AM - 8:15 AM		Breakfast	PROXY Governance Inc.
8:00 AM - 8:15 AM		Official Conference Welcome	George R. Gay
8:15 AM - 9:00 AM	*	Acid Rain and Global Warming: Using Markets to Solve Environmental Problems and Create Wealth Dr. Sandor's presentation will focus on the concept of emissions trading and the work of the Chicago Climate Exchange to reduce air pollutants that contribute to global warming and acid rain. The Chicago Climate Exchange is one example of how markets can be used to solve environmental problems and, simultaneously, create wealth for investors.	Richard Sandor PhD
9:00 AM - 10:00 AM		Community Investing Today: Market Rate Opportunities Across Asset Classes For many investors, community investing has been limited to cash equivalents and below-market debt instruments. This session will showcase a full spectrum of market and below-market community investment options to include a range of market-rate investment vehicles in cash equivalents, targeted fixed income securities, as well as public and private equity. Speakers will describe investment products that offer market returns, liquidity, and diversification, and give clear examples of how those vehicles support social goals.	Luther M. Ragin, Jr., Amy Muska O'Brien, Deborah J. La Franchi
10:00 AM - 10:30 AM		Break	Azzad Asset Management
10:30 AM - 11:45 AM		Breakout Sessions
		Serious Commitments to Sustainability Can Be Found in the Most Unexpected Places Since the first of this year, hundreds of articles on climate change, the energy crisis, corporate social responsibility initiatives, and commitments to sustainability have been published. But have you heard about the U.S. Army's efforts to green Ft. Carson, or the struggles inside of Newmont Mining as management moves that company toward becoming the best in class in the extraction industry? These two massive organizations don't normally come to mind when we talk about sustainability, but maybe they will after this presentation!	Bruce Hutton, Christopher Juniper
	*	In Pursuit of Alpha: Identifying the BEST Companies for Social Investment Portfolios In this session, panelists will present cutting-edge research and analysis techniques designed to identify the best companies for socially responsible investor portfolios -- those companies that are the most profitable while making the most positive contributions to society.	Karl Einolf, Alex Edmans, Alyson Slater, Steve Schueth
		Next Generation Sin Screens: What to do with Alcohol, Gambling, and Tobacco in SRI Investment Portfolios Many socially conscious investors and investment companies are reexamining some of the legacy ?sin? screens to determine what resonates in a 21st century context. This panel of experts will discuss whether there is such a thing as a ?responsible? alcohol company, the positive effects that gaming has created for the economic development of native peoples, and whether we might need to be even more strict in how we apply tobacco screens. While there is clearly no one right answer, this forum will ensure that a lively debate helps shape next generation SRI.	David Loehwing, Conrad MacKerron, Rebecca Adamson, Alana Libow, Paul Hilton
		Marketing 301: Grow Your Business by Telling Your Story Whether your business is a sole proprietorship or a company with 1,000 employees and associates, this session is designed to help you build business success by developing persuasive brand stories based on your history and experience. Featuring recognized leaders in the art of brand storytelling, this session will introduce and illustrate practical concepts that conference participants can put to work immediately to grow their businesses.	Eric Friedenwald- Fishman, Joleen S. Spencer-Oladeinde, Clark F. Driftmier, Matt Alsted
		Investing in Native Communities: Overcoming Historical Barriers to Build Economic Prosperity There is a renaissance occurring in Native Communities! Native American, Native Hawaiian, and Alaska Native people are teaching and guiding their communities toward successful business development without sacrificing their indigenous cultures. This panel of experts will discuss how the Native economic development movement is integrating community values with economic opportunity. You will also learn about new investment opportunities for socially conscious investors in Native communities.	Elsie Meeks, Roland Johnson, Ray Begay, Shyla Sheppard
11:45 AM - 1:00 PM		Lunch - Topic Tables Topic Tables are popular conversation circles that provide an informal opportunity for people with shared interests to identify each other and discuss ideas over lunch. Topics range across a broad spectrum of issues of interest to members of the SRI community. Look for a table sign that sparks your interest and join the group. A few tables will have blank signs to allow groups to form spontaneously?just write your topic on the sign and others will join you.	Self-Help Credit Union
1:00 PM - 1:30 PM		2007 Trends Report: Sneak Preview	Joshua Humphreys
1:30 PM - 3:00 PM		Annual Meeting of Members: Social Investment Forum The annual meeting of the socially responsible investment industry association provides an important opportunity to learn about Social Investment Forum programs, provide feedback to the Board of Directors, and elect new SIF directors. This year's meeting will focus on the Forum's organizational and strategic development. This meeting is open to all SIF members and all conference participants. It is scheduled to extend by 30 minutes in to Recreation Time.	Lisa Woll, Tim Smith Board Chair
2:30 PM - 4:30 PM		Recreation Time - Native American Flute by the Pools 3 - 4 PM Native American Flute Performance, William Clark, Navajo Tribal Member or . . . Take a hike, take a nap, ride a bike, or enjoy the fabulous pool. If necessary, do a meeting. Recreation Time is yours to do with as you wish. Enjoy!
4:30 PM - 5:00 PM		Break Grab some quick refreshment in the Sponsor Exhibit Area and find a seat for the 5:00 PM presentation. You don't want to miss it!	AFL-CIO Office of Investment
5:00 PM - 6:00 PM		Challenges and Opportunities in Indian Country, and Indigenous Communities Around the World	Rebecca L. Adamson
6:15 PM - 6:45 PM		Sponsored Presentations
		Calvert International Opportunities Fund A discussion with Mr. Terry Coles, Portfolio Manager for the Calvert International Opportunities Fund, a new entry in the SMID international equity allocation. Join Mr. Coles as he shares with you the strategy, process, and insight of F&C Asset Management.	Terry Coles Calvert
		Sustainable Investment Solutions for Socially Conscious Investors Two years ago, First Affirmative moved to secure trademark protection for "Sustainable Investment Solutions." It describes our process for designing investment portfolios of mutual funds and/or separate account managers. First Affirmative offers asset management and consulting services to socially conscious individual and institutional investors through a nationwide network of investment advisers. Advisers also have access to a valuable set of resources through a unique member services program.	Steve Schueth, Danielle Burns First Affirmative Financial Network, LLC
		Green Century Funds - Built on Advocacy Green Century Capital Management was founded and is wholly owned by a group of non-profit environmental advocacy and citizen action organizations. Learn more about Green Century's heritage of advocacy work at this session, where we expand on the multi-pronged approach we take to prevail on the tough issues.	Erin Gray Green Century Funds
		Dealing with Uncertainty, Ambiguity, and the Range of Potential Outcomes A brief overview of how SKBA constructs "economic expectations" on both a top-down and bottom-up basis in situations where the range of outcomes is well known or limited (uncertain) as well as situations where the range of possible outcomes is unclear or very broad (ambiguous). We will discuss how SRI investment principles can augment this basic framework for portfolio design.	Andrew Bischel, Matthew Zuck SKBA Capital Management
6:50 PM - 7:20 PM		Sponsored Presentations
		MMA Praxis Enters Small Cap Arena Introducing the new MMA Praxis Small Cap Fund. Meet the portfolio managers from Luther King Capital Management, subadvisor to the fund. Learn about their commitment to stewardship, their experience managing SRI portfolios, their tactical core style of management, and their competitive risk-adjusted returns.	Steven R. Purvis, Mark Johnson MMA Praxis
		The KLD Global Sustainability Index The new KLD Global Sustainability Index (GSI) is designed to represent the global equity market for sustainable investors. The Index holds a broad, diversified sub-set of the largest global companies, selected based on environmental, social and governance factors and sector rankings by region (North America, Europe, and Asia-Pacific). Developing the GSI meant establishing partnerships with leading global sustainable investment research firms in order to collaborate on a common understanding of what it means to be a sustainable company in the global marketplace.	Peter Kinder, Thomas Kuh KLD Research & Analytics
		New Fund Strategies at Pax World Joe Keefe, CEO, Julie Gorte, Senior Vice President for Sustainable Investing, and Sujatha Avutu, Senior Vice President and Portfolio Manager, will discuss new fund offerings at Pax World. They will discuss the new Pax World Value Fund, launched in September, in the context of Pax?s recent efforts to revise and refine its approach to sustainable investing, and share Pax?s thoughts on how to reach a larger segment of the investing public with SRI investment products and strategies.	Joe Keefe, Julie Gorte, Sujatha Avutu Pax World Management LLC
		Protecting Shareholder Value (and Values) with ReFlow? Forward Management operates an investor-centered asset management business. Learn how Forward Funds (including the screened Sierra Club Stock Fund and Forward Progressive Real Estate Fund) enhance shareholder value via ReFlow, an innovative liquidity service that addresses performance "drag" resulting from daily asset inflows and outflows. Forward provides unique solutions to industry-shaping governance issues through its independent board of trustees and its leadership in publishing daily mutual fund flows, portfolio holdings, and officer trading activity.	J. Alan Reid, Jr. , Neil Stallings Forward Management
7:30 PM - 8:30 PM		Dinner	Hope Community Credit Union
8:30 PM - 8:40 PM		Moskowitz Prize Presentation 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. Lloyd will introduce Milton Moskowitz, the namesake of the Prize, and present the 2007 winner.
8:45 PM - 11:00 PM		Exhibitor Fair Mix and mingle with Conference Sponsors. Learn about what they do, what they offer, and how they support the socially responsible investment industry. Cash bar.	All Conference Sponsors
Monday, November 5, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

6:00 AM - 7:30 AM		Morning Meditation / Silent Prayer
7:00 AM - 8:30 AM		Breakfast - Topic Tables A second round of Topic Tables. Conversations can be continued from the previous day, or feel free to choose another topic that interests you and get to know a new group of conference participants!	MSCI
7:00 AM - 8:30 AM		Private Breakfast for Advocacy and Public Policy Working Group An opportunity to discuss current advocacy and public policy issues affecting the socially responsible investment industry, particularly developments at the SEC affecting shareholder rights. This breakfast meeting is for Social Investment Forum members only. RSVP prior to the conference required.
8:30 AM - 9:15 AM		Opportunities and Risks of Climate Change: How Investors Can Help Move the Mountain Scientists tell us that our climate is changing even faster than anticipated. Greenhouse gases accumulating in the atmosphere are causing global warming on a scale never before experienced by humanity. New policies are needed and new technologies are being developed, some of them showing great promise. The Honorable Claudine Schneider will discuss the risks and opportunities inherent in the challenge of climate change as investors, consumers, businesses and politicians awaken to this new reality.	Claudine Schneider
9:15 AM - 10:15 AM		Executive Roundtable: Divergent Views on Industry Trends Significant changes are taking place in the investment industry as awareness of global sustainability issues has increased the demand for environmental, social, and governance (ESG) analysis. In the past few years, specialized SRI firms have continued to hone their SRI research and advocacy strategies and diversify their SRI product offerings, while ?mainstream? firms have also begun developing their own rigorous methodologies for analyzing ESG factors and identifying related investment risks and opportunities. Enjoy the debate as these industry leaders discuss these trends and speculate about changing roles and strategic opportunities for traditional SRI firms, faith-based investors, and mainstream firms involved in ESG analysis.	Joe Keefe, Francis G. Coleman, Aron Cramer, Julie Hudson
10:15 AM - 10:45 AM		Break	Boston Common Asset Management, LLC
10:45 AM - 12:00 PM		Breakout Sessions
	*	Responsible Property Investing: Opportunities and Risks in Green Real Estate In recent years, the development and management of properties to maximize environmental benefits and minimize environmental harm has been growing fast. Opportunities for socially conscious investors to invest in and support "green" real estate are proliferating. This panel will address the risks and opportunities associated with real estate in the context of important issues such as climate change, rising energy prices, and water and land conservation.	Peter Liu, Amy Hall, Marc Heisterkamp, David Wood
	*	A Comparative Perspective on Global SRI As investment has become more global, social investors have a growing number of investment options from which to choose. This panel will focus on global and international SRI and sustainability indexes, comparing their methodologies, financial characteristics, and adequacy as benchmarks. Speakers will address the purpose of these indexes; differences between SRI and sustainability strategies; their efficacy as investment vehicles; and their role in asset allocation.	Thomas Kuh, David H. Myers, Craig Metrick, John Prestbo
		Climate Change: Investment Opportunities, Carbon Markets, and Government Policy During the past year, we have seen rapid changes in the corporate world?s response to climate change. Major investment firms have issued reports on investment risks and opportunities related to climate change. Business and environmental leaders have jointly called for federal cap & trade regulations. Carbon trading markets in Europe and the U.S. have continued to evolve. This panel of experts will explore this quickly evolving landscape of market mechanisms addressing climate change and discuss how investors can make a difference.	Julie Hudson, Jeffrey Burks, Anna Skarbek, Truman Semans, Jr.
		The China-Sudan Connection: Options for Concerned Investors This session will explore the role that Chinese companies play in the Sudan conflict and examine how investors are utilizing different approaches to effect change. Panelists will address the potential effectiveness of undertaking SRI strategies in China, including the underlying issue of shareholder rights in emerging markets and state-owned enterprises, and discuss potential pressures that may be brought to bear on China in the months leading up to the 2008 Olympics.	Sonal Mahida, Bennett Freeman, Elizabeth E. McGeveran, Steve Lippman
		Not Just for Breakfast Anymore: What Every Fiduciary Should Know About Toxic Chemicals Toxic chemicals are hitting the bottom line. For example, DuPont recently settled a lawsuit for over $100 million after exposing consumers to hazardous chemical PFOA used in the production of Teflon. This panel explores why fiduciaries must track this increasingly serious and material issue, and what shareholder advocacy can accomplish.	Richard A. Liroff, Steven Heim, Tim Little
12:00 PM - 1:15 PM		Lunch It's time to refuel for an exciting afternoon and evening!	Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM		Breakout Sessions
		Sustainable (and Patient) Private Equity for Socially Conscious Investors Private equity investing can be treacherous, but this rifle-shot investment approach can also be extremely rewarding for those with specific triple-bottom line objectives. This panel of experts will pick up where we left off last year when we debated the question of how to make more direct investment opportunities available to a broader swath of socially conscious investors. Panelists will provide an overview of the field and discuss real-life experiences, while conveying great wisdom about what works, what doesn?t, and what is possible.	James Lincoln, Woody Tasch, John Fullerton, Tim Freundlich
		As the World Turns: Next Generation Leadership Emerging In this session, Bob Veres, an eminent observer, and commentator on the future of the financial planning profession will facilitate an open forum conversation to identify and explore the challenges facing the world of sustainable investing, and talk about the next-generation leadership it will require to address them.	Bob Veres
		High Impact Social Entrepreneurship: Three Enterprising Solutions to Meeting Old Social and Economic Challenges New business models seem to be popping up everywhere. This panel of experts will share their experiences and discuss their successful high-value high-impact social entrepreneurship strategies. Panelists represent new cutting edge organizations working to harness the power of private enterprise for public benefit: B-Corporation, a certification system that allows businesses to define themselves as socially responsible to consumers and investors; Latino Community Credit Union, the first Latino credit union in the southeastern U.S.; and New Mexico Community Capital, which helps rural businesses achieve scale by assisting with expertise and strategic direction within a capitalistic model.	Alison Yonas, Andrew Kassoy, John Rice, Jan Bryan
		Discussion of the Moskowitz Prize Winning Study The Moskowitz Prize is awarded annually for excellence in academic research on a topic germane to the socially responsible investment industry. Lloyd Kurtz, guiding spirit behind the Prize, will introduce the 2007 winner, review the finding of the prize winning study, and briefly discuss other recent and noteworthy contributions to academic literature in the realm of SRI.	Lloyd Kurtz, Moskowitz Prize Winner
		Institutional Investor Influence: The Wind Tunnel Effect How are major pension funds, private foundations, government trusts, and other large institutional investors getting involved with social investing, shareholder action, and environmental, social, and governance issues? Have the UN Principles for Responsible Investment catalyzed a ?sea change? in global investing practices? What can we learn from the apparent disconnect between mission and investment policy at the Bill & Melinda Gates Foundation? Don?t miss this provocative panel!	Charles Piller, Caroline Williams, Jonathan Naimon, Winston Hickox
2:30 PM - 4:30 PM		Recreation Time - Marimba Band by the Pools 2:45 - 3:45 PM Zuva Marimba Band or . . . . Take a hike, take a nap, ride a bike, or enjoy the fabulous pool. If necessary, do a meeting. Recreation Time is yours to do with as you wish. Enjoy!
4:30 PM - 5:00 PM		Break Grab some quick refreshment in the Sponsor Exhibit Area and find a seat for the 5:00 PM presentation. You don't want to miss it!	Hope Community Credit Union
5:00 PM - 6:00 PM		The Green Industrial Revolution The inventors and architects of California?s Green Wave Initiative will discuss the challenges and opportunities in harnessing the power of the free market system to usher in a new era in which both business and government focus on sustainability. Former California State Treasurer, Phil Angelides and Winston Hickox, former Secretary of the California EPA, will also discuss ?what?s next? for large and powerful institutional investors like CalPERS, CalSTRS. It?s a good bet that some historians may one day look back and call this the beginning of the Green Industrial Revolution!	Phil Angelides, Winston H. Hickox
6:15 PM - 6:45 PM		Sponsored Presentations
		Delivering Shareholder Value Means Delivering Sustainability Learn how BP is integrating sustainability into the delivery of its business strategy. BP is taking a long term approach that seeks to reduce overall risk and provide access to, and accelerate the growth of, opportunities such as Alternative Energy and Biofuels.	Mary Jane Klocke BP
		Investing for Global Impact A panel of Domini?s investment professionals will discuss the opportunities and challenges of investing for change on a global scale?how investors are changing Wall Street, changing companies, and building a more fair and more sustainable world.	Adam Kanzer, Jeff MacDonagh, Celine Suarez Domini Social Investments LLC
		Big Businesses Go Green Without Sacrificing Green Just as cutting edge, innovative companies were early adopters of information technologies in the 1990s because they saw how those technologies could improve operating expenses and augment the bottom line, the same sorts of companies today are thinking in terms of how more sustainable business practices can enhance profitability. Learn how the new Spectra Green Fund embraces these themes to provide a realistic approach to green investing.	Christina Halpern Spectra Funds
		Prosper with Purpose Learn about church mortgage bonds, securities that combine high interest coupons with first mortgage collateral. Before the internet age, "shoe leather due diligence" was the preferred method understanding investment opportunities. Today we "google" and read about our investments instead of experiencing them. Join us as we visit some of the churches behind our church mortgage bonds and consider adding some to your portfolio.	David Blankman Strongtower Financial
6:50 PM - 7:20 PM		Sponsored Presentations
		Calvert Global Alternative Energy Fund A discussion with Mr. Jen Peers, Portfolio Manager for the new Calvert Global Alternative Energy Fund. Join Mr. Peers as he shares the strategy, process, and insights of KBC Asset Management into the new alternative energy opportunities. KBC serves as subadvisor and day-to-day manager of the Fund.	Jens Peers Calvert
		Climate Change News from Europe: Public Policy and Product Updates Join staff from F&C Asset Management?s London and Boston offices to discuss our engagement with Prince Charles and European heads of state on climate change, the heated European biofuels debate, joint efforts to hold retail stores accountable for working conditions, and key stock picks in each area.	Elizabeth McGeveran, Terry Coles F & C Asset Management
		Bringing Renewable Energy to Life With a growing demand for clean, sustainable sources of power, Sierra Geothermal Power Corp is ideally situated for substantial growth. President and CEO, Gary Thompson will share his vision for Sierra Geothermal?s future in the renewable energy sector, discuss the geothermal potential in Western North America, and its significance for socially responsible investors.	Gary Thompson Sierra Geothermal Power Corp
		Milt Moskowitz on the Parnassus Workplace Fund, and Todd Ahlsten on the Parnassus Equity Income Fund Milton Moskowitz, co-author of Fortune Magazine?s ?100 Best Companies to Work For? list, talks about why he believes great workplaces translate into great investments. Parnassus Equity Income Fund portfolio manager, Todd Ahlsten, discusses the importance of strong research for the Equity Income Fund.	Milton Moskowitz, Todd Ahlsten Parnassus Investments
7:30 PM - 8:30 PM		Dinner	Calvert
8:30 PM - 8:40 PM		SRI Service Award Presentation 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.	Social Investment Forum
8:40 PM - 9:00 PM		Acknowledgements and Appreciations
9:00 PM - 2:00 AM		Celebration / Dance 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!	Domini Social Investments LLC
Tuesday, November 6, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

6:00 AM - 7:30 AM		Morning Meditation / Silent Prayer
8:00 AM - 9:30 AM		Continental Breakfast
9:15 AM - 10:45 AM		Closing Circle 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 Your last chance to hug friends and wish them well. Grab a hearty meal, reflect on the new things you have learned and the great people you have met, and prepare for the journey home. We hope to see you again next year: October 26-29, 2008, at the Fairmont Chateau Whistler in British Columbia!	Calvert Social Investment Foundation
11:00 AM - 7:00 PM		Social Investment Forum Board of Directors Meeting

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