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   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    
1:30 PM - 6:00 PM   Conference Registration    
2:15 PM - 3:15 PM   New Participant Orientation Session    
3:30 PM - 4:45 PM Breakout Sessions  
  * What Really Creates Value: Fear or Greed?   Mel Miller  
    Sustainable Innovations: Portfolio Company Popcorn Presentations   Shari Carle, Jeffrey Sturchio, Suzanne Fallender, Mary Jane Klocke, Steve Schueth  
  * Emerging Alpha: A Guide to SRI in Emerging Markets   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   Damon Silvers, Sanford Lewis, Cynthia Williams, Adam Kanzer  
    The Painful Reality of Forced Labor and Slavery: What Can Corporations and Investors Do?   Conrad MacKerron, Bama Athreya, Monica Oberkofler, Monique Oxender  
4:45 PM - 6:15 PM   Reception and Networking   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  
9:00 PM - 9:30 PM   Ice Cream Social   Pax World Investments
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    
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   Richard Sandor  
9:00 AM - 10:00 AM   Community Investing Today: Market Rate Opportunities Across Asset Classes   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   Bruce Hutton, Christopher Juniper  
  * In Pursuit of Alpha: Identifying the BEST Companies for Social Investment Portfolios   Karl Einolf, Alex Edmans, Alyson Slater, Steve Schueth  
    Next Generation Sin Screens: What to do with Alcohol, Gambling, and Tobacco in SRI Investment Portfolios   David Loehwing, Conrad MacKerron, Rebecca Adamson, Alana Libow, Paul Hilton  
    Marketing 301: Grow Your Business by Telling Your Story   Eric Friedenwald- Fishman, Joleen S. Spencer-Oladeinde, Clark F. Driftmier, Matt Alsted  
    Investing in Native Communities: Overcoming Historical Barriers to Build Economic Prosperity   Elsie Meeks, Roland Johnson, Ray Begay, Shyla Sheppard  
11:45 AM - 1:00 PM   Lunch - Topic Tables   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   Lisa Woll, Tim Smith  
2:30 PM - 4:30 PM   Recreation Time - Native American Flute by the Pools    
4:30 PM - 5:00 PM   Break   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   Terry Coles Calvert Investments
    Sustainable Investment Solutions for Socially Conscious Investors   Steve Schueth, Danielle Burns First Affirmative Financial Network, LLC
    Green Century Funds - Built on Advocacy   Erin Gray Green Century Funds
    Dealing with Uncertainty, Ambiguity, and the Range of Potential Outcomes   Andrew Bischel, Matthew Zuck SKBA Capital Management
6:50 PM - 7:20 PM Sponsored Presentations  
  MMA Praxis Enters Small Cap Arena   Steven R. Purvis, Mark Johnson MMA Praxis
    The KLD Global Sustainability Index   Peter Kinder, Thomas Kuh KLD Research & Analytics
    New Fund Strategies at Pax World   Joe Keefe, Julie Gorte, Sujatha Avutu Pax World Investments
    Protecting Shareholder Value (and Values) with ReFlow?   J. Alan Reid, Jr. , Neil Stallings Forward Management
7:30 PM - 8:30 PM   Dinner   Hope Credit Union
8:30 PM - 8:40 PM   Moskowitz Prize Presentation    
8:45 PM - 11:00 PM   Exhibitor Fair   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   MSCI
7:00 AM - 8:30 AM   Private Breakfast for Advocacy and Public Policy Working Group    
8:30 AM - 9:15 AM   Opportunities and Risks of Climate Change: How Investors Can Help Move the Mountain   Claudine Schneider  
9:15 AM - 10:15 AM   Executive Roundtable: Divergent Views on Industry Trends   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   Peter Liu, Amy Hall, Marc Heisterkamp, David Wood  
  * A Comparative Perspective on Global SRI   Thomas Kuh, David H. Myers, Craig Metrick, John Prestbo  
    Climate Change: Investment Opportunities, Carbon Markets, and Government Policy   Julie Hudson, Jeffrey Burks, Anna Skarbek, Truman Semans, Jr.  
    The China-Sudan Connection: Options for Concerned Investors   Sonal Mahida, Bennett Freeman, Elizabeth E. McGeveran, Steve Lippman  
    Not Just for Breakfast Anymore: What Every Fiduciary Should Know About Toxic Chemicals   Richard A. Liroff, Steven Heim, Tim Little  
12:00 PM - 1:15 PM   Lunch   Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM Breakout Sessions  
    Sustainable (and Patient) Private Equity for Socially Conscious Investors   James Lincoln, Woody Tasch, John Fullerton, Tim Freundlich  
    As the World Turns: Next Generation Leadership Emerging   Bob Veres  
    High Impact Social Entrepreneurship: Three Enterprising Solutions to Meeting Old Social and Economic Challenges   Alison Yonas, Andrew Kassoy, John Rice, Jan Bryan  
    Discussion of the Moskowitz Prize Winning Study   Lloyd Kurtz, Moskowitz Prize Winner  
    Institutional Investor Influence: The Wind Tunnel Effect   Charles Piller, Caroline Williams, Jonathan Naimon, Winston Hickox  
2:30 PM - 4:30 PM   Recreation Time - Marimba Band by the Pools    
4:30 PM - 5:00 PM   Break   Hope Credit Union
5:00 PM - 6:00 PM   The Green Industrial Revolution   Phil Angelides, Winston H. Hickox  
6:15 PM - 6:45 PM Sponsored Presentations  
  Delivering Shareholder Value Means Delivering Sustainability   Mary Jane Klocke BP
    Investing for Global Impact   Adam Kanzer, Jeff MacDonagh, Celine Suarez Domini Social Investments LLC
    Big Businesses Go Green Without Sacrificing Green   Christina Halpern Spectra Funds
    Prosper with Purpose   David Blankman Strongtower Financial
6:50 PM - 7:20 PM Sponsored Presentations  
  Calvert Global Alternative Energy Fund   Jens Peers Calvert Investments
    Climate Change News from Europe: Public Policy and Product Updates   Elizabeth McGeveran, Terry Coles F & C Asset Management
    Bringing Renewable Energy to Life   Gary Thompson Sierra Geothermal Power Corp
    Milt Moskowitz on the Parnassus Workplace Fund, and Todd Ahlsten on the Parnassus Equity Income Fund   Milton Moskowitz, Todd Ahlsten Parnassus Investments
7:30 PM - 8:30 PM   Dinner   Calvert Investments
8:30 PM - 8:40 PM   SRI Service Award Presentation   Social Investment Forum
8:40 PM - 9:00 PM   Acknowledgements and Appreciations    
9:00 PM - 2:00 AM   Celebration / Dance   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    
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    
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   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    
1:30 PM - 6:00 PM   Conference Registration    
2:15 PM - 3:15 PM   New Participant Orientation Session    
3:30 PM - 4:45 PM Breakout Sessions  
  * What Really Creates Value: Fear or Greed?   Mel Miller  
    Sustainable Innovations: Portfolio Company Popcorn Presentations   Shari Carle, Jeffrey Sturchio, Suzanne Fallender, Mary Jane Klocke, Steve Schueth  
  * Emerging Alpha: A Guide to SRI in Emerging Markets   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   Damon Silvers, Sanford Lewis, Cynthia Williams, Adam Kanzer  
    The Painful Reality of Forced Labor and Slavery: What Can Corporations and Investors Do?   Conrad MacKerron, Bama Athreya, Monica Oberkofler, Monique Oxender  
4:45 PM - 6:15 PM   Reception and Networking   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  
9:00 PM - 9:30 PM   Ice Cream Social   Pax World Investments
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    
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   Richard Sandor  
9:00 AM - 10:00 AM   Community Investing Today: Market Rate Opportunities Across Asset Classes   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   Bruce Hutton, Christopher Juniper  
  * In Pursuit of Alpha: Identifying the BEST Companies for Social Investment Portfolios   Karl Einolf, Alex Edmans, Alyson Slater, Steve Schueth  
    Next Generation Sin Screens: What to do with Alcohol, Gambling, and Tobacco in SRI Investment Portfolios   David Loehwing, Conrad MacKerron, Rebecca Adamson, Alana Libow, Paul Hilton  
    Marketing 301: Grow Your Business by Telling Your Story   Eric Friedenwald- Fishman, Joleen S. Spencer-Oladeinde, Clark F. Driftmier, Matt Alsted  
    Investing in Native Communities: Overcoming Historical Barriers to Build Economic Prosperity   Elsie Meeks, Roland Johnson, Ray Begay, Shyla Sheppard  
11:45 AM - 1:00 PM   Lunch - Topic Tables   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   Lisa Woll, Tim Smith  
2:30 PM - 4:30 PM   Recreation Time - Native American Flute by the Pools    
4:30 PM - 5:00 PM   Break   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   Terry Coles Calvert Investments
    Sustainable Investment Solutions for Socially Conscious Investors   Steve Schueth, Danielle Burns First Affirmative Financial Network, LLC
    Green Century Funds - Built on Advocacy   Erin Gray Green Century Funds
    Dealing with Uncertainty, Ambiguity, and the Range of Potential Outcomes   Andrew Bischel, Matthew Zuck SKBA Capital Management
6:50 PM - 7:20 PM Sponsored Presentations  
  MMA Praxis Enters Small Cap Arena   Steven R. Purvis, Mark Johnson MMA Praxis
    The KLD Global Sustainability Index   Peter Kinder, Thomas Kuh KLD Research & Analytics
    New Fund Strategies at Pax World   Joe Keefe, Julie Gorte, Sujatha Avutu Pax World Investments
    Protecting Shareholder Value (and Values) with ReFlow?   J. Alan Reid, Jr. , Neil Stallings Forward Management
7:30 PM - 8:30 PM   Dinner   Hope Credit Union
8:30 PM - 8:40 PM   Moskowitz Prize Presentation    
8:45 PM - 11:00 PM   Exhibitor Fair   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   MSCI
7:00 AM - 8:30 AM   Private Breakfast for Advocacy and Public Policy Working Group    
8:30 AM - 9:15 AM   Opportunities and Risks of Climate Change: How Investors Can Help Move the Mountain   Claudine Schneider  
9:15 AM - 10:15 AM   Executive Roundtable: Divergent Views on Industry Trends   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   Peter Liu, Amy Hall, Marc Heisterkamp, David Wood  
  * A Comparative Perspective on Global SRI   Thomas Kuh, David H. Myers, Craig Metrick, John Prestbo  
    Climate Change: Investment Opportunities, Carbon Markets, and Government Policy   Julie Hudson, Jeffrey Burks, Anna Skarbek, Truman Semans, Jr.  
    The China-Sudan Connection: Options for Concerned Investors   Sonal Mahida, Bennett Freeman, Elizabeth E. McGeveran, Steve Lippman  
    Not Just for Breakfast Anymore: What Every Fiduciary Should Know About Toxic Chemicals   Richard A. Liroff, Steven Heim, Tim Little  
12:00 PM - 1:15 PM   Lunch   Wolf Haldenstein Adler Freeman & Herz LLP
1:15 PM - 2:30 PM Breakout Sessions  
    Sustainable (and Patient) Private Equity for Socially Conscious Investors   James Lincoln, Woody Tasch, John Fullerton, Tim Freundlich  
    As the World Turns: Next Generation Leadership Emerging   Bob Veres  
    High Impact Social Entrepreneurship: Three Enterprising Solutions to Meeting Old Social and Economic Challenges   Alison Yonas, Andrew Kassoy, John Rice, Jan Bryan  
    Discussion of the Moskowitz Prize Winning Study   Lloyd Kurtz, Moskowitz Prize Winner  
    Institutional Investor Influence: The Wind Tunnel Effect   Charles Piller, Caroline Williams, Jonathan Naimon, Winston Hickox  
2:30 PM - 4:30 PM   Recreation Time - Marimba Band by the Pools    
4:30 PM - 5:00 PM   Break   Hope Credit Union
5:00 PM - 6:00 PM   The Green Industrial Revolution   Phil Angelides, Winston H. Hickox  
6:15 PM - 6:45 PM Sponsored Presentations  
  Delivering Shareholder Value Means Delivering Sustainability   Mary Jane Klocke BP
    Investing for Global Impact   Adam Kanzer, Jeff MacDonagh, Celine Suarez Domini Social Investments LLC
    Big Businesses Go Green Without Sacrificing Green   Christina Halpern Spectra Funds
    Prosper with Purpose   David Blankman Strongtower Financial
6:50 PM - 7:20 PM Sponsored Presentations  
  Calvert Global Alternative Energy Fund   Jens Peers Calvert Investments
    Climate Change News from Europe: Public Policy and Product Updates   Elizabeth McGeveran, Terry Coles F & C Asset Management
    Bringing Renewable Energy to Life   Gary Thompson Sierra Geothermal Power Corp
    Milt Moskowitz on the Parnassus Workplace Fund, and Todd Ahlsten on the Parnassus Equity Income Fund   Milton Moskowitz, Todd Ahlsten Parnassus Investments
7:30 PM - 8:30 PM   Dinner   Calvert Investments
8:30 PM - 8:40 PM   SRI Service Award Presentation   Social Investment Forum
8:40 PM - 9:00 PM   Acknowledgements and Appreciations    
9:00 PM - 2:00 AM   Celebration / Dance   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    
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    

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