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Saturday, November 3, 2007 |
| Time |
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Session/Event |
|
Speakers/Presenters/Sponsor |
|
10:00 AM - 2:00 PM |
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Community Investing Working Group: Strategy Session
|
|
|
11:00 AM - 12:15 PM |
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First Affirmative Financial Network, LLC Annual Meeting of Investors
|
|
George R. Gay, Steve Schueth
|
| 12:00 PM - 1:30 PM |
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Lunch for Representatives of Progressive Asset Management
|
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Progressive Asset Management/FWG
|
12:00 PM - 5:00 PM |
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Sponsor Set-Up
|
|
|
| 12:30 PM - 2:00 PM |
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First Affirmative Financial Network Advisory Board Lunch and Meeting
|
|
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1:30 PM - 6:00 PM |
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Conference Registration
|
|
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2:15 PM - 3:15 PM |
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New Participant Orientation Session
|
|
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3:30 PM - 4:45 PM |
|
Breakout Sessions |
|
| |
*
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What Really Creates Value: Fear or Greed?
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Mel Miller
|
|
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Sustainable Innovations: Portfolio Company Popcorn Presentations
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Shari Carle, Jeffrey Sturchio, Suzanne Fallender, Mary Jane Klocke, Steve Schueth
|
|
*
|
Emerging Alpha: A Guide to SRI in Emerging Markets
|
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Jeffrey MacDonagh, Jacob Park, Sonia Wildash, Michelle Lapolla
|
|
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The Changing Face of the Securities and Exchange Commission, and What it Means for Socially Conscious Investors
|
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Damon Silvers, Sanford Lewis, Cynthia Williams, Adam Kanzer
|
|
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The Painful Reality of Forced Labor and Slavery: What Can Corporations and Investors Do?
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Conrad MacKerron, Bama Athreya, Monica Oberkofler, Monique Oxender
|
| 4:45 PM - 6:15 PM |
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Reception and Networking
|
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Forward Management
|
| 6:15 PM - 7:15 PM |
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Dinner
|
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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
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Joseph Garcia
|
9:00 PM - 9:30 PM |
|
Ice Cream Social
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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
|
|
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Next Generation Sin Screens: What to do with Alcohol, Gambling, and Tobacco in SRI Investment Portfolios
|
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David Loehwing, Conrad MacKerron, Rebecca Adamson, Alana Libow, Paul Hilton
|
|
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Marketing 301: Grow Your Business by Telling Your Story
|
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Eric Friedenwald- Fishman, Joleen S. Spencer-Oladeinde, Clark F. Driftmier, Matt Alsted
|
|
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Investing in Native Communities: Overcoming Historical Barriers to Build Economic Prosperity
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Elsie Meeks, Roland Johnson, Ray Begay, Shyla Sheppard
|
| 11:45 AM - 1:00 PM |
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Lunch - Topic Tables
|
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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
|
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Lisa Woll, Tim Smith
|
| 2:30 PM - 4:30 PM |
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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
|
|
|
Sustainable Investment Solutions for Socially Conscious Investors
|
|
Steve Schueth, Danielle Burns
First Affirmative Financial Network, LLC
|
|
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Green Century Funds - Built on Advocacy
|
|
Erin Gray
Green Century Funds
|
|
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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
|
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Steven R. Purvis, Mark Johnson
MMA Praxis
|
|
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The KLD Global Sustainability Index
|
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Peter Kinder, Thomas Kuh
KLD Research & Analytics
|
|
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New Fund Strategies at Pax World
|
|
Joe Keefe, Julie Gorte, Sujatha Avutu
Pax World Investments
|
|
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Protecting Shareholder Value (and Values) with ReFlow?
|
|
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
|
|
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8:45 PM - 11:00 PM |
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Exhibitor Fair
|
|
All Conference Sponsors
|
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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
|
|
RiskMetrics Group
|
| 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
|
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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 Community 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
|
|
|
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
|
| 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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