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Sunday, October 26, 2008 |
Time |
Session/Event |
| | Speakers/Presenters/Sponsor |
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6:45 AM - 7:30 AM |
Sunrise Devotional
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Dale Fletcher
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12:00 PM - 5:00 PM |
Sponsor Set-Up
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1:00 PM - 2:15 PM |
Stress and Your Personal Wellness: What's Your Faith and God Have to Do With It?
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Dale Fletcher View
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1:30 PM - 6:30 PM |
Conference Registration
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2:15 PM - 3:15 PM |
New Participant Orientation
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Fran Teplitz View , Meg Voorhees, Lisa Woll
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3:30 PM - 4:45 PM |
Breakout Sessions |
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PE-01
Next Generation High Impact Venture Funds for a New Generation of Investors
*
Listen
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David Berge, William Rosenzweig, Joel Solomon
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PE-02
SRI and the Law: Evolution of Fiduciary Duties
*
Listen
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Adam Kanzer, Peter D. Kinder View , Benjamin J. Richardson, Cheryl Smith View
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SI-01
SRI Basics: Making Money and Making a Difference
Listen
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Frank Altman View , Joanne Dowdell View , Alya Kayal View , Fran Teplitz View
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SI-02
From Informed Consent to Co-Management: What Lies Ahead in Indigenous-Corporate Engagement
Listen
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Rebecca Adamson, Cheryl Brooks, Jeffrey Davidson, David Hircock, Michael Rae
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SI-03
Shareholder Engagement and Labor Rights in Emerging Markets
Listen
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Lauren Compere View , Richard Coyle View , Bennett Freeman, Heather White View
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| 4:45 PM - 6:15 PM |
Reception and Networking
Sponsored By
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| 6:15 PM - 7:30 PM |
Dinner
Sponsored By
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7:30 PM - 7:45 PM |
Conference Kick-Off
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Steven J. Schueth, Lisa Woll
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7:45 PM - 8:45 PM |
Where in the World is the World Headed?
Listen
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Stephen Lewis
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| 8:45 PM - 9:30 PM |
Ice Cream Social
Sponsored By
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Monday, October 27, 2008 |
Time |
Session/Event |
| | Speakers/Presenters/Sponsor |
|
6:00 AM - 7:30 AM |
Morning Meditation / Silent Prayer
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| |
|
| 6:45 AM - 8:00 AM |
Breakfast
Sponsored By
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| 6:45 AM - 7:55 AM |
Private Breakfast for the Social Investment Forum Board of Directors
|
| 6:45 AM - 7:55 AM |
Private Breakfast for Community Investment Working Group
|
8:00 AM - 8:15 AM |
Official Conference Welcome
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George R. Gay
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8:15 AM - 9:05 AM |
Cultural Intelligence: The Adaptive Leader
Listen
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Jennifer James
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9:05 AM - 10:00 AM |
A Natural Step for the 2010 Winter Games
Listen
|
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Linda Coady View , Ken Melamed View
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| 10:00 AM - 10:30 AM |
Break
Sponsored By
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10:30 AM - 11:45 AM |
Breakout Sessions |
| |
PE-03
Improving Market Returns: Real World Applications of Universal Ownership Theory
*
Listen
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Peter Kinder, Adam Seitchik View , Ariane van Buren View
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PE-04
The Mortgage Crisis: Industry Responses and Next Steps for Responsible Investors
*
Listen
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David Buchholz, Julie Goodridge, Lisa Hall View , Deborah Momsen-Hudson View
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SI-04
Brands and CSR: How Integration Builds Value for SRI Investors
Listen
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Pam Cohen View , Cynthia Figge View , Bob Helmuth, Carol Holding View
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SI-05
Scaling Up Community Investment and Social Finance: Local and Global Opportunities
Listen
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Tim Draimin View , Donna Katzin View , Don Shaffer View , Tamara Vrooman
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SI-06
Clean Energy & Clean Tech from an Investor Perspective
Listen
|
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Rafael Coven View , Bruce Jenkyn-Jones View , Ken Locklin View , Polly Shaw View
|
| 11:45 AM - 1:00 PM |
Lunch: Topic Tables
Sponsored By
|
1:00 PM - 2:00 PM |
International SIF Leaders: Building a Global Industry
Listen
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Melissa Brown, Matt Christensen, Eugene Ellmen, Lisa Woll, Karl Yang
|
2:00 PM - 3:00 PM |
Annual Meeting of the Social Investment Forum
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Cheryl Smith, Lisa Woll View
|
| 3:00 PM - 4:30 PM |
Recreation Time
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3:00 PM - 5:00 PM |
Progressive Asset Management (by invitation)
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| 3:00 PM - 4:30 PM |
Special Film Presentation
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| 4:30 PM - 5:00 PM |
Break
|
5:00 PM - 6:00 PM |
CEO Roundtable: Views from the Top on Industry Trends
Listen
|
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David Brancaccio, Sarah Forrest, Barbara Krumsiek, Jack Robinson
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6:15 PM - 6:45 PM |
Sponsored Presentations |
| |
SP-01
Sustainable Investment Solutions for Socially Conscious Investors
Listen
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Danielle Burns View , Johann Klaassen
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SP-02
Proven Green: A New Strategy for the Greening of Companies
Listen
|
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Linda H. Chipperfield View , Stuart T. Valentine, Arthur Weissman View
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SP-03
Put Your Money Where Your Heart Is . . . .
Listen
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Ashwini Narayanan View
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SP-04
Sustainable Investing in Global Markets
Listen
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Mary Austin, Bruce Jenkyn-Jones, Ivka Kalus-Bystricky, Joe Keefe
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SP-05
Integrating ESG into Mainstream Investing
Listen
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Ted Yarnell View
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6:50 PM - 7:20 PM |
Sponsored Presentations |
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SP-06
Calvert Global Water Fund
Listen
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Bennett Freeman, Jens Peers View
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SP-07
Small and Growing Businesses: High Impact Investing for People and Planet
Listen
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Christine Eibs Singer View
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SP-08
The Upside-Down Bottom Line: Measuring SRI Progress by SRI Benchmarks
Listen
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Lynn Miller
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SP-09
Sustainability Without Borders: The Challenge for Investors
Listen
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Eric Fernald, Peter D. Kinder, Thomas Kuh View
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SP-10
Power of the Platform
Listen
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Greg Verfaillie View
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| 7:30 PM - 8:30 PM |
Dinner
Sponsored By
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8:30 PM - 8:40 PM |
Moskowitz Prize Presentation
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Lloyd Kurtz
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8:40 PM - 11:00 PM |
Exhibitor Fair
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Tuesday, October 28, 2008 |
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
Sponsored By
|
| 7:00 AM - 8:15 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
Listen
|
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Reynold Hert View , Valerie Langer, Ross McMillan, Art Sterritt
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9:15 AM - 10:15 AM |
Banker's Reach: The Continued Evolution of Sustainable Finance
Listen
|
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Michelle Chan , Michael Jantzi, Kenneth G. Lay, Sandra Odendahl
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| 10:15 AM - 10:45 AM |
Break
Sponsored By
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10:45 AM - 12:00 PM |
Breakout Sessions |
| |
PE-05
Responsible Property Investing: Opportunities and Risks in Green Real Estate
*
Listen
|
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Stuart Dalheim, Emily Evers, Clare Golla, Tessa Hebb, Shannon Rohan
|
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PE-06
SRI vs. Sustainability: Bridging the Gap Between the Fundamentals and SRI
*
Listen
|
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Miranda Anderson View , Alex Barkawi View , Joe Keefe, Craig Metrick View
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SI-07
Shifting Oil Sands: Investor Engagement in Canada's Boreal Forest
Listen
|
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Allan Adam, Bill Arling View , Simon Dyer View , Larry Innes, Karen Shapiro View , Robert Walker View
|
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SI-08
Climate Change: Portfolio Impacts, Investment Opportunities and Carbon Trading
Listen
|
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Doug Arent View , Bruce M. Kahn View , Pierre Trevet View , Bruce M. Usher View
|
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SI-09
The Global Water Crisis: A Social Challenge and Investment Opportunity
Listen
|
| |
Mark Bytheway View , Alya Z. Kayal, Jens Peers, Gavin Power View , Jeff Rodgers View
|
| 12:00 PM - 1:15 PM |
Lunch
Sponsored By
|
| 12:00 PM - 1:15 PM |
CEO Summit Lunch
|
1:15 PM - 2:30 PM |
Breakout Sessions |
| |
PE-07
Quantifying the "S" in ESG
*
Listen
|
| |
Aaron Bernstein, Julie Gorte View , Craig Metrick, Heidi Welsh
|
|
PE-08
Leveraging Returns in a Deleveraging World
*
Listen
|
| |
Mel Miller View
|
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SI-10
Presentation and Discussion of the Moskowitz Prize Winning Study
Listen
|
| |
Lloyd Kurtz View , Moskowitz Prize Winner View
|
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SI-11
The Young and Restless: SRI on Campus - Next Generation Leaders and Initiatives
Listen
|
| |
Megha Doshi, Michael Kramer, Morgan Simon, Adam Sterling
|
|
SI-12
State-of-the-Art ESG Integration: Fiduciary-Level Best Practices, Innovations, and Challenges
Listen
|
| |
Sarah Cleveland View , Murray Gold, Mary Jane McQuillen, Priti Shokeen View
|
1:30 PM - 2:30 PM |
CEO Summit
|
| |
|
2:30 PM - 3:30 PM |
Special Session: The Global Financial Crisis: Where Do We Go From Here?
|
| |
Winston Hickox, Tom Kuh, Lloyd Kurtz, Deborah Momsen-Hudson, John Olson
|
| 3:00 PM - 4:30 PM |
Recreation Time
|
| |
|
| 4:30 PM - 5:00 PM |
Break
Sponsored By
|
5:00 PM - 6:00 PM |
Innovations in Philanthropy: A Tipping Point for Mission Related Investing?
Listen
|
| |
Doug Bauer, David Chen, Leslie Lowe, Richard Russell
|
6:15 PM - 6:45 PM |
Sponsored Presentations |
| |
SP-11
SRI in the Rockies @ Ning: A New Online Community
Listen
|
| |
George R. Gay, Christie Renner
|
|
SP-12
Speaking for Shareholders
Listen
|
| |
Adam Kanzer, Karen Shapiro
|
|
SP-13
Prices & Your Portfolio: Building Real Wealth over Time
Listen
|
| |
Andrew Bischel, Matthew Zuck
|
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SP-14
Solution-Set for the Tar Sands: An Investor Proposal
Listen
|
| |
Robert Walker
|
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SP-15
Africa Invest - The Case for African Investment Versus Charitable Donation
Listen
|
| |
Duncan Parker View
|
6:50 PM - 7:20 PM |
Sponsored Presentations |
| |
SP-16
Becoming the Greenest Technology Company on the Planet
Listen
|
| |
Tod Arbogast View
|
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SP-17
After the Merger: Sentinel Investment's Plans for Sustainable Investing
Listen
|
| |
Joanne Dowdell
|
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SP-18
Environmental Technology Companies and Climate Change Risk: What are the Opportunities for Investment Professionals?
Listen
|
| |
Winston Hickox
|
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SP-19
Social Investors and the Future of Security Analysis
Listen
|
| |
Scott Benner, Lloyd Kurtz View
|
|
SP-20
Now That's What I Call Transformational Investing!
Listen
|
| |
Duncan Parker View
|
7:30 PM - 12:00 AM |
Sponsor Breakdown
|
| |
|
| 7:30 PM - 8:30 PM |
Dinner
Sponsored By
|
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
|
| |
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Wednesday, October 29, 2008 |
Time |
Session/Event |
| | Speakers/Presenters/Sponsor |
|
6:00 AM - 7:30 AM |
Morning Meditation / Silent Prayer
|
| |
|
| 7:30 AM - 9:30 AM |
Continental Breakfast
|
9:15 AM - 10:45 AM |
Closing Circle
|
| |
Cheryl Smith
|
| 10:45 AM - 11:45 AM |
Brunch: Conference Adjourns
Sponsored By
|
| 11:00 AM - 4:00 PM |
Social Investment Forum Board of Directors Meeting
|
| 6:30 PM - 8:30 PM |
Social Investment Forum Board of Directors Dinner
|