SRI in the Rockies: 2008 Agenda

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Foundations and other institutions often use a very small percent—what may amount to their income or roughly 5–10%—of their investing dollars to implement their mission. At the same time, the rest of the investing dollars sit in investment capital, supporting the business activities of the companies held in the foundation's portfolios. Ironically, that investment capital may be invested in companies whose activities actually undermine the mission of the foundation. For example, an environmental action group might be invested in a company that pollutes. Or, a women's interest group might be invested in a company that employs sweatshop labor. By employing the methods of socially responsible investing, these foundations can screen such business activities out of their portfolio, thereby reinforcing their mission. The Social Investment Forum offers a new handbook on this approach, specifically designed for foundations.

Agenda

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First Affirmative Financial Network will host an invitation-only Pre-Conference event for licensed investment professionals October 24–25, 2008. Please call Danielle at 877-542-8583 if you are interested in participating. Click to view the First Affirmative Pre-Conference Agenda, including activities scheduled for the morning of October 26th.

International Working Group (IWG) of the Social Investment Forum will host a Pre-conference event from October 25-26, 2008. Please call Sylvia Panek at (202) 872-5346 if you are interested in participating. Click view the Fall 2008 Symposium meeting agenda and for registration information.

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.

Sun Oct 26
Mon Oct 27
Tue Oct 28
Wed Oct 29
All Days

Sunday October 26

Time		Session/Event	Speakers/Presenters/Sponsor

12:00 PM - 5:00 PM		Sponsor Set-Up
1:30 PM - 6:00 PM		Conference Registration
2:15 PM - 3:15 PM		New Participant Orientation Session	Fran Teplitz, Meg Voorhees, Lisa Woll
3:30 PM - 4:45 PM		Breakout Sessions
	*	Next Generation High Impact Venture Funds for a New Generation of Investors	David Berge, William Rosenzweig, Joel Solomon
	*	SRI and the Law: Evolution of Fiduciary Duties	Adam Kanzer, Peter Kinder, Benjamin J. Richardson, Cheryl Smith
		SRI Basics: Making Money and Making a Difference	Frank Altman, Joanne Dowdell , Leslie Lowe, Fran Teplitz
		From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement	Rebecca Adamson, Dave Andrews, David Hircock, R. Anthony Hodge - invited
		Shareholder Engagement and Labor Rights in Emerging Markets	Lauren Compere, Bennett Freeman, Heather White
4:45 PM - 6:15 PM		Reception and Networking	Sentinel Investments
6:15 PM - 7:15 PM		Dinner	The Ethical Funds Company
7:30 PM - 8:00 PM		Conference Kick-Off	Steve Schueth, Lisa Woll
7:45 PM - 8:45 PM		Where in the World is the World Headed?	Stephen Lewis
8:45 PM - 9:30 PM		Ice Cream Social	Pax World Funds

Monday October 27

Time		Session/Event	Speakers/Presenters/Sponsor

6:15 AM - 7:45 AM		Morning Meditation / Silent Prayer
6:45 AM - 8:00 AM		Breakfast	FOLIOfn
6:45 AM - 8:15 AM		Private Breakfast for the Social Investment Forum Board of Directors
6:45 AM - 8:15 AM		Private Breakfast for Community Investment Working Group
8:00 AM - 8:15 AM		Official Conference Welcome	George R. Gay
8:15 AM - 9:05 AM	*	Cultural Intelligence: The Adaptive Leader	Jennifer James
9:05 AM - 10:00 AM		A Natural Step for the 2010 Winter Games	Linda Coady Ken Melamed
10:00 AM - 10:30 AM		Break	Strongtower Financial
10:30 AM - 11:45 AM		Breakout Sessions
	*	Improving Market Returns: Real World Applications of Universal Ownership Theory	Jim Hawley, Adam Seitchik, Ariane van Buren
	*	The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors	David Buchholz, Julie Goodridge, Lisa Hall, Deborah Momsen-Hudson
		Brands and CSR: How Integration Builds Value for SRI Investors	Pam Cohen, Cynthia Figge, Bob Helmuth, Carol Holding
		Scaling Up Community Investment and Social Finance: Local and Global Opportunities	Tim Draimin, Michele Giddens, Luther Ragin Jr., Tamara Vrooman
		Clean Energy & Clean Tech from an Investor Perspective	Bruce Jenkyn-Jones, Ken Locklin, Nick Parker, Polly Shaw
11:45 AM - 1:00 PM		Lunch - Topic Tables	Self-Help Credit Union
1:00 PM - 2:00 PM		International SIF Leaders: Building a Global Industry	Melissa Brown Matt Christensen Eugene Ellmen Kim Young Ho Lisa Woll
2:00 PM - 3:00 PM		Annual Meeting of the Social Investment Forum	Cheryl Smith, Lisa Woll
3:00 PM - 4:30 PM		Recreation Time
3:00 PM - 4:30 PM		"Have You Heard From Johannesburg?"
4:30 PM - 5:00 PM		Break
5:00 PM - 6:00 PM		CEO Roundtable: Views from the Top on Industry Trends	David Brancaccio Sarah Forrest Barbara Krumsiek Jack Robinson
6:15 PM - 6:45 PM		Sponsored Presentations
		Sustainable Investment Solutions for Socially Conscious Investors	Steve Schueth First Affirmative Financial Network, LLC
		Proven Green: A New Strategy for the Greening of Companies	Linda H. Chipperfield, Stuart T. Valentine, Arthur Weissman Green Seal, Inc.
		Put Your Money Where Your Heart Is . . . .	Tracey Pettengill Turner MicroPlace
		Sustainable Investing in Global Markets	Mary Austin, Bruce Jenkyn-Jones, Ivka Kalus-Bystricky, Joe Keefe Pax World Funds
		Integrating ESG into Mainstream Investing	Ted Yarnell ASSET4
6:50 PM - 7:20 PM		Sponsored Presentations
		Calvert Global Water Fund	Jens Peers Calvert
		Small and Growing Businesses: High Impact Investing for People and Planet	Christine Eibs Singer E+Co
		The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks	Lynn Miller MMA Praxis
		Sustainability Without Borders: The Challenge for Investors	Eric Fernald, Peter D. Kinder, Thomas Kuh KLD Research & Analytics
		Power of the Platform	Greg Verfaillie Curian Capital
7:30 PM - 8:30 PM		Dinner	MicroPlace
8:30 PM - 8:40 PM		Moskowitz Prize Presentation
8:40 PM - 11:00 PM		Exhibitor Fair	All Conference Sponsors

Tuesday October 28

Time		Session/Event	Speakers/Presenters/Sponsor

6:15 AM - 7:00 AM		Morning Meditation / Silent Prayer
7:00 AM - 8:30 AM		Breakfast - Topic Tables	Azzad Asset Management
7:00 AM - 8:30 AM		Private Breakfast for Advocacy and Public Policy Working Group
8:30 AM - 9:15 AM		From Conflict to Collaboration: A New Model for Sustainability in the Great Bear Rainforest	Reynold Hert Valerie Langer Ross McMillan Art Sterritt
9:15 AM - 10:15 AM		Banker's Reach: The Continued Evolution of Sustainable Finance	Michelle Chan Michael Jantzi Kenneth G. Lay Sandra Odendahl
10:15 AM - 10:45 AM		Break	Boston Common Asset Management, LLC
10:45 AM - 12:00 PM		Breakout Sessions
	*	Responsible Property Investing: Opportunities and Risks in Green Real Estate	Stu Dalheim, Emily Evers, Clare Golla, Tessa Hebb, Shannon Rohan
	*	SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI	Miranda Anderson , Alex Barkawi, Joe Keefe, Craig Metrick
		Shifting Oil Sands: Investor Engagement in Canada's Boreal Forest	Allan Adam, Simon Dyer, Larry Innes, Garry Mann, Karen Shapiro, Robert Walker
		Climate Change: Portfolio Impacts, Investment Opportunities and Carbon Trading	Doug Arent, Bruce M. Kahn, Pierre Trevet, Bruce M. Usher
		The Global Water Crisis: A Social Challenge and Investment Opportunity	Mark Bytheway, Alya Z. Kayal, Jens Peers, Gavin Power, Jeff Rodgers
12:00 PM - 1:15 PM		Lunch	Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM		Breakout Sessions
	*	Quantifying the "S" in ESG	Marlys Appleton, Aaron Bernstein, Julie Gorte, Heidi Welsh
	*	Leveraging Returns in a Deleveraging World	Mel Miller
		Presentation and Discussion of the Moskowitz Prize Winning Study	Lloyd Kurtz, Moskowitz Prize Winner
		The Young and Restless: SRI on Campus - Next Generation Leaders and Initiatives	Megha Doshi, Michael Kramer, Morgan Simon, Adam Sterling
		State-of-the-Art ESG Integration: Fiduciary-Level Best Practices, Innovations, and Challenges	Sarah Cleveland, Mary Jane McQuillen, Priti Shokeen, Paul Watchman
2:30 PM - 4:30 PM		Recreation Time
2:30 PM - 4:30 PM		Film: "Have You Heard From Johannesberg?"
4:30 PM - 5:00 PM		Break
5:00 PM - 6:00 PM		Innovations in Philanthropy: A Tipping Point for Mission Related Investing?	Doug Bauer Timothy 'Scott' Case David Chen Richard Russell
6:15 PM - 6:45 PM		Sponsored Presentations
		Transformative Investing 2.0 - A Community of Like-Minded Investment Professionals	Steve Schueth First Affirmative Financial Network, LLC
		Speaking for Shareholders	Adam Kanzer, Karen Shapiro Domini Social Investments LLC
		Prices & Your Portfolio: Building Real Wealth over Time	Andrew Bischel, Matthew Zuck SKBA Capital Management
		Solution-Set for the Tar Sands: An Investor Proposal	Robert Walker The Ethical Funds Company
		Africa Invest - The Case for African Investment Versus Charitable Donation	Duncan Parker cru Investment Management
6:50 PM - 7:20 PM		Sponsored Presentations
		Becoming the Greenest Technology Company on the Planet	Tod Arbogast Dell Inc.
		After the Merger: Sentinel Investment's Plans for Sustainable Investing	Sentinel Investments
		Environmental Technology Companies and Climate Change Risk: What are the Opportunities for Investment Professionals?	Winston Hickox FTSE
		Social Investors and the Future of Security Analysis	Scott Benner, Lloyd Kurtz Wells Fargo
		Now That's What I Call Transformational Investing!	Duncan Parker cru Investment Management
7:30 PM - 12:00 AM		Sponsor Breakdown
7:30 PM - 8:30 PM		Dinner	Calvert
8:30 PM - 8:40 PM		SRI Service Award Presentation	Conrad MacKerron
8:40 PM - 9:00 PM		Acknowledgements and Appreciations	George R. Gay
9:00 PM - 2:00 AM		Celebration / Dance	Domini Social Investments LLC

Wednesday October 29

Time	Session/Event	Speakers/Presenters/Sponsor

7:00 AM - 8:30 AM	Morning Meditation / Silent Prayer
8:30 AM - 9:15 AM	Continental Breakfast
9:15 AM - 10:45 AM	Closing Circle	Cheryl Smith
10:45 AM - 11:45 AM	Brunch -- Conference Adjourns	Calvert Social Investment Foundation
11:00 AM - 4:00 PM	Social Investment Forum Board of Directors Meeting

Sunday, October 26, 2008
Time		Session/Event	Speakers/Presenters/Sponsor

12:00 PM - 5:00 PM		Sponsor Set-Up
1:30 PM - 6:00 PM		Conference Registration
2:15 PM - 3:15 PM		New Participant Orientation Session	Fran Teplitz, Meg Voorhees, Lisa Woll
3:30 PM - 4:45 PM		Breakout Sessions
	*	Next Generation High Impact Venture Funds for a New Generation of Investors	David Berge, William Rosenzweig, Joel Solomon
	*	SRI and the Law: Evolution of Fiduciary Duties	Adam Kanzer, Peter Kinder, Benjamin J. Richardson, Cheryl Smith
		SRI Basics: Making Money and Making a Difference	Frank Altman, Joanne Dowdell , Leslie Lowe, Fran Teplitz
		From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement	Rebecca Adamson, Dave Andrews, David Hircock, R. Anthony Hodge - invited
		Shareholder Engagement and Labor Rights in Emerging Markets	Lauren Compere, Bennett Freeman, Heather White
4:45 PM - 6:15 PM		Reception and Networking	Sentinel Investments
6:15 PM - 7:15 PM		Dinner	The Ethical Funds Company
7:30 PM - 8:00 PM		Conference Kick-Off	Steve Schueth, Lisa Woll
7:45 PM - 8:45 PM		Where in the World is the World Headed?	Stephen Lewis
8:45 PM - 9:30 PM		Ice Cream Social	Pax World Funds
Monday, October 27, 2008
Time		Session/Event	Speakers/Presenters/Sponsor

6:15 AM - 7:45 AM		Morning Meditation / Silent Prayer
6:45 AM - 8:00 AM		Breakfast	FOLIOfn
6:45 AM - 8:15 AM		Private Breakfast for the Social Investment Forum Board of Directors
6:45 AM - 8:15 AM		Private Breakfast for Community Investment Working Group
8:00 AM - 8:15 AM		Official Conference Welcome	George R. Gay
8:15 AM - 9:05 AM	*	Cultural Intelligence: The Adaptive Leader	Jennifer James
9:05 AM - 10:00 AM		A Natural Step for the 2010 Winter Games	Linda Coady Ken Melamed
10:00 AM - 10:30 AM		Break	Strongtower Financial
10:30 AM - 11:45 AM		Breakout Sessions
	*	Improving Market Returns: Real World Applications of Universal Ownership Theory	Jim Hawley, Adam Seitchik, Ariane van Buren
	*	The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors	David Buchholz, Julie Goodridge, Lisa Hall, Deborah Momsen-Hudson
		Brands and CSR: How Integration Builds Value for SRI Investors	Pam Cohen, Cynthia Figge, Bob Helmuth, Carol Holding
		Scaling Up Community Investment and Social Finance: Local and Global Opportunities	Tim Draimin, Michele Giddens, Luther Ragin Jr., Tamara Vrooman
		Clean Energy & Clean Tech from an Investor Perspective	Bruce Jenkyn-Jones, Ken Locklin, Nick Parker, Polly Shaw
11:45 AM - 1:00 PM		Lunch - Topic Tables	Self-Help Credit Union
1:00 PM - 2:00 PM		International SIF Leaders: Building a Global Industry	Melissa Brown Matt Christensen Eugene Ellmen Kim Young Ho Lisa Woll
2:00 PM - 3:00 PM		Annual Meeting of the Social Investment Forum	Cheryl Smith, Lisa Woll
3:00 PM - 4:30 PM		Recreation Time
3:00 PM - 4:30 PM		"Have You Heard From Johannesburg?"
4:30 PM - 5:00 PM		Break
5:00 PM - 6:00 PM		CEO Roundtable: Views from the Top on Industry Trends	David Brancaccio Sarah Forrest Barbara Krumsiek Jack Robinson
6:15 PM - 6:45 PM		Sponsored Presentations
		Sustainable Investment Solutions for Socially Conscious Investors	Steve Schueth First Affirmative Financial Network, LLC
		Proven Green: A New Strategy for the Greening of Companies	Linda H. Chipperfield, Stuart T. Valentine, Arthur Weissman Green Seal, Inc.
		Put Your Money Where Your Heart Is . . . .	Tracey Pettengill Turner MicroPlace
		Sustainable Investing in Global Markets	Mary Austin, Bruce Jenkyn-Jones, Ivka Kalus-Bystricky, Joe Keefe Pax World Funds
		Integrating ESG into Mainstream Investing	Ted Yarnell ASSET4
6:50 PM - 7:20 PM		Sponsored Presentations
		Calvert Global Water Fund	Jens Peers Calvert
		Small and Growing Businesses: High Impact Investing for People and Planet	Christine Eibs Singer E+Co
		The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks	Lynn Miller MMA Praxis
		Sustainability Without Borders: The Challenge for Investors	Eric Fernald, Peter D. Kinder, Thomas Kuh KLD Research & Analytics
		Power of the Platform	Greg Verfaillie Curian Capital
7:30 PM - 8:30 PM		Dinner	MicroPlace
8:30 PM - 8:40 PM		Moskowitz Prize Presentation
8:40 PM - 11:00 PM		Exhibitor Fair	All Conference Sponsors
Tuesday, October 28, 2008
Time		Session/Event	Speakers/Presenters/Sponsor

6:15 AM - 7:00 AM		Morning Meditation / Silent Prayer
7:00 AM - 8:30 AM		Breakfast - Topic Tables	Azzad Asset Management
7:00 AM - 8:30 AM		Private Breakfast for Advocacy and Public Policy Working Group
8:30 AM - 9:15 AM		From Conflict to Collaboration: A New Model for Sustainability in the Great Bear Rainforest	Reynold Hert Valerie Langer Ross McMillan Art Sterritt
9:15 AM - 10:15 AM		Banker's Reach: The Continued Evolution of Sustainable Finance	Michelle Chan Michael Jantzi Kenneth G. Lay Sandra Odendahl
10:15 AM - 10:45 AM		Break	Boston Common Asset Management, LLC
10:45 AM - 12:00 PM		Breakout Sessions
	*	Responsible Property Investing: Opportunities and Risks in Green Real Estate	Stu Dalheim, Emily Evers, Clare Golla, Tessa Hebb, Shannon Rohan
	*	SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI



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