Agenda

 

Sustainable and Responsible Investing: Transforming the Global Economy

Most of the 2006 agenda is largely assembled (below). Viewing tips:

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

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Pre-Conference Meetings and Setup
Go to Day 1 | Day 2 | Day 3 | Day 4 | Top 		October 28, 2006
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Time   Session/Event
7:30 AM - 3:15 PM   International Working Group (Meeting starts on October 27th at 4:30pm)
12:00 PM - 5:00 PM   Sponsor Exhibit Set-Up
12:30 PM - 2:00 PM   First Affirmative Financial Network Advisory Board Lunch and Meeting
Day 1
Go to Day 2 | Day 3 | Day 4 | Top 		Sessions marked with an asterisk (*) indicate that Continuing Education credits for CFPs have been applied for. Saturday, October 28, 2006
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Time   Session/Event   Speakers/Presenters/Sponsor
1:30 PM - 6:00 PM   Conference Registration Opens   Julie Ramm, Joshua West, Caryn Walker, Christie Renner  
2:15 PM - 3:15 PM   New Participant Orientation Session & Introduction to SRI   Neil Stallings, Fran Teplitz, Kathy Leonard  
3:30 PM - 4:45 PM   Breakout Sessions  
  On Behalf of Planet Earth: Global Corporate Responsibility and the Challenges of Sustainable Development   Noel Brown, Bruce Hutton  
  * Responsible Property Investing: Definition, Valuation, Implementation   Gary Pivo, Tom Hicks, Nathan Taft, Steve Schueth  
    Global Corporate Transparency and the GRI   Paul Scott, Dan Nielsen, Sean Gilbert, Steve Lippman  
    Climate Change and the Insurance Sector: How Well Are Investors and Corporations Coping with Climate Risk?   Alice LeBlanc, Alexis Krajeski, Dr. L. James Valverde, Jr., Chris Walker  
  * Lessons Learned from Natural Disasters: A Gulf Coast Report from Community Investment Organizations on the Ground   Bill Bynum, Denise Galatas, Ann Duplessis, Donna Katzin  
4:45 PM - 6:15 PM   Reception and Networking  
6:15 PM - 7:30 PM   Dinner   Hewlett Packard
7:30 PM - 7:45 PM   Conference Kick-Off   Steve Schueth, Tim Smith  
7:45 PM - 8:45 PM   Climate Instability: Risks, Stabilization Scenarios and Emerging Opportunities   Paul R. Epstein  
8:45 PM - 9:15 PM   Ice Cream Social   Pax World Funds
Day 2
Go to Day 1 | Day 3 | Day 4 | Top		 Sunday, October 29, 2006
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Time   Session/Event   Speakers/Presenters/Sponsor
6:30 AM - 7:30 AM   Non-Denominational Service    
7:00 AM - 8:15 AM   Private Breakfast for the Social Investment Forum Board of Directors    
7:00 AM - 8:15 AM   Breakfast for Community Investment Working Group    
7:00 AM - 8:15 AM   Breakfast   Southern Bancorp
8:15 AM - 8:30 AM   Official Conference Welcome   George Gay  
8:30 AM - 9:15 AM   The Next Society   Bob Veres  
9:15 AM - 10:15 AM   Choice and Dignity: Building Sustainable Solutions to Poverty   Jacqueline Novogratz  
10:15 AM - 10:45 AM   Break   Forward Management
10:45 AM - 12:00 PM Breakout Sessions  
  * Bridging the Gap Between Mission Responsibility and Prudent Investment   Peter Kinder, Lynn Miller, Mark Regier  
  * Private Equities as an Alternative Asset Class: Diversification Opportunities for the Socially Conscious Investor   David Berge, Stuart Valentine, Rick Larson, Greg Wendt, Steve Schueth  
    Preserving Native American Culture through Socially Responsible Investing: From Sacred Sites to New Economic Development Projects   Loretta Metoxen, J.D. Colbert, Chris Peters, Lynn Rapp  
    The Power of Online Marketing: How Socially Responsible Investment Organizations Can Use the Internet to Attract Interest, Attention, and Assets   Danielle Burns, Perry Goldschein, Brian Reich, Matt Alsted  
    Post-Apartheid: South Africa and SRI   Corli le Roux, Donna Katzin, Godfrey Albertyn, Millard Arnold, Reggie Stanley  
12:00 PM - 1:15 PM   Lunch - Topic Tables   Self-Help Credit Union
1:15 PM - 2:30 PM   Annual Meeting of the Social Investment Forum   Tim Smith, Alisa Gravitz, Lisa Woll  
2:30 PM - 5:00 PM   Recreation Time    
4:30 PM - 5:00 PM   Break   Sustainable Ventures
5:00 PM - 6:00 PM   The Great Turning: From Empire to Earth Community   David C. Korten  
6:15 PM - 6:45 PM Sponsored Presentations  
  New Funds at Parnassus: Small-Cap, Mid-Cap and Workplace   Jerome L. Dodson Parnassus Investments
    KLD Introduces BGI's iShares ETFs   Fred Jheon KLD Research & Analytics
    Social Research Unplugged: Real Life Case Studies   Julie Fox Gorte, Bennett Freeman Calvert
    From Socially Responsible Investing to Sustainable Investing: A Blue Strategy for a Green Industry?   Joe Keefe Pax World Funds
6:50 PM - 7:20 PM Sponsored Presentations  
  Protecting Assets with a Socially Screened Investment Strategy   Todd Ahlsten Parnassus Investments
    Green Investing at Green Century   Erin Gray, Peter Kinder Green Century Funds
    Citizens Small Cap Core Growth Fund and Citizens Emerging Growth Fund   Michael Gallipo
    Sustainable Investment Solutions for Socially Conscious Investors   Steve Schueth First Affirmative Financial Network, LLC
7:30 PM - 8:30 PM   Dinner -- Hosted Tables   Dreyfus Corporation
8:30 PM - 8:40 PM   Moskowitz Prize Presentation    
8:40 PM - 10:30 PM   Exhibitor Fair   All Conference Sponsors
8:40 PM - 10:30 PM   Silent Auction   Trillium Asset Management
Day 3
Go to Day 1 | Day 2 | Day 4 | Top 		Monday, October 30, 2006
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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   RiskMetrics Group
7:00 AM - 8:00 AM   Breakfast for Advocacy and Public Policy Working Group  
8:30 AM - 9:20 AM   The Rise of Conscious Capitalism   Patricia Aburdene
9:20 AM - 10:15 AM * Perspectives on Responsible Investment: What do Investment Managers and Institutional Investors Really Think?   Jane Ambachtsheer
10:15 AM - 10:45 AM   Break   Boston Common Asset Management, LLC
10:45 AM - 12:00 PM   Breakout Sessions  
  * ESG Issues and Materiality: The Fiduciary Responsibility in Question   Sarah Cleveland, Julie Hudson, Ingrid Dyott, Pierre Trevet
    Clean Energy Rising: The Mainstreaming of Solar, Wind, and Biofuels   Julie Fox Gorte, Ron Pernick, Susan Babcock, Rona Fried
    Piercing the Veil of Secrecy that Shrouds Corporate Political and Lobbying Activities: The SRI Community as a Catalyst for Reform   Bruce Freed, Shelley Alpern, Dave Stangis, Eric Fernald
    Into the Mainstream: Trends in Social Research -- Strategic Opportunities for SRI   Mike Tyrrell, Coro Strandberg, David Wood, Amy Domini, David Brancaccio
    Presentation and Discussion of Moskowitz Prize Winning Study   Lloyd Kurtz
12:00 PM - 1:15 AM   Lunch   Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM   Breakout Sessions  
    Economic Forecast   Mel Miller
  * Orthodoxy of Capitalization Weighting: Are Alternative Index Weighting Strategies Good for Social Investing?   Tom Kuh, Lloyd Kurtz, Carmen Campollo
    Introducing the S-BAR Company Rating System   David Johnston, Joel Makower
    Internet Privacy, Censorship, and Human Rights   Arvind Ganesan, Chuck Cosson, Dawn Wolfe, Eric Fernald
    Institutional Investors Making a Difference: Taking ESG Into the Mainstream   Winston Hickox, Amy O'Brien, Julie Hudson, John M. Connolly
2:30 PM - 5:00 PM   Recreation Time  
4:30 PM - 5:00 PM   Break   Hope Community Credit Union
5:00 PM - 6:00 PM   How Good Is Good Enough? When Big Corporations "Go Green"   Joel Makower
6:15 PM - 6:45 PM   Sponsored Presentations  
    Shoe Leather Due Diligence   David Blankman Strongtower Financial
    What's Old Is New! Contemporary Investors Are Rediscovering "The Old Testament of Investing" -- Dividends   Helen Hamada Miller/Howard Investments, Inc.
    Beyond Petroleum: Corporate Responsibility and Sustainability   Mary Jane Klocke BP
    Responsible Property Investing in REITland   Richard Imperiale Forward Management
6:50 PM - 7:20 PM   Sponsored Presentations  
    The Value of Good Governance: A Look at Corporate Governance Metrics in the Context of a Valuation-Driven Investment Process   Andrew Bischel SKBA Capital Management
    The View from Here   Amy Domini Domini Social Investments LLC
    Davis Advisors' Path to Stewardship Investing   Peter Sackman, MMA Praxis
    Social Policy Shareholder Proposals: At the Tipping Point to Becoming Mainstream?   Scott Fenn FOLIOfn
7:30 PM - 8:30 PM   Dinner   Calvert
8:30 PM - 9:00 PM   SRI Service Award Presentation   Social Investment Forum
9:00 PM - 1:30 AM   Celebration / Dance   Domini Social Investments LLC
Day 4
Go to Day 1 | Day 2 | Day 3 | Top		 Tuesday, October 31, 2006
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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: Visions, Lessons and Action Steps    
10:45 AM - 11:45 AM   Brunch -- Conference Adjourns   Calvert Social Investment Foundation
11:00 AM - 7:00 PM   Social Investment Forum Board of Directors Meeting    
Back to Day 1 | Day 2 | Day 3 | Day 4 | Top
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