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Nature or Nurture:  What Determines Investor Behavior?  According to a recent study using Sweden's extensive twin database, "up to 45 percent of the variation in stock market participation, asset allocation, and portfolio risk choices is explained by a genetic component."  This is true more so than "the influence of education, net worth, entrepreneurial activity, and other factors studied in existing work."  Interestingly, "twins who were reared apart still have similar portfolios."  12.09

Monday, October 26, 2009 10:30 AM - 11:45 AM
Room: San Luis

Speaker(s)
Preston Pinkett III Director, Social Investment Fund, Prudential Social Investment Program Presenter
Beth Sirull Director, InSight, Pacific Community Ventures Presenter
Elisabeth Zeller Senior Finance Manager for Corporate Affairs and Corporate Sustainability, Intel Corporation Presenter
Sara Olsen Founding Partner, Social Venture Technology Group Moderator

Description
Leading practitioners in this emerging field discuss "Social Return on Investment", how it is used to quantify various types of social and environmental impacts, both from a corporate and an investor perspective, and how to align institutional money managers around the inclusion of this performance measurement strategy.

Speaker Biographies

Preston D. Pinkett III is vice president and head of Prudential's Social Investment Program, which has a portfolio of $300 million and has invested more than $1 billion throughout the U.S.  Prior to joining Prudential in 2007, Mr. Pinkett was the senior vice president for the New Jersey Economic Development Authority.  He also has served as senior vice president with PNC Bank, where he founded and managed the PNC Development Bank and community development investment and lending activities.  He was senior vice president at Chemical Bank, New Jersey where he was responsible for community and economic development, government banking, government relations and regulatory compliance.

                    

Beth Sirull is Executive Director at Pacific Community Ventures (PCV) which invests in small businesses for financial as well as social return.  Ms. Sirull founded PCV's InSight research and consulting practice which provides investors, policymakers, companies and other stakeholders with knowledge--and the tools to use it—to build small businesses and increase economic activity in underserved markets.  PCV's InSight evaluates the social impact of investments and develops social due diligence systems for clients including CalPERS, Hamilton Lane and the Annie E. Casey Foundation.  

                    

Elisabeth Zeller has over eleven years of experience in corporate finance, and is currently the Senior Finance Manager for the Corporate Affairs and Corporate Sustainability organizations at Intel Corporation, where she has been a leader in championing the use of SROI metrics in decision-making.  She is also the manager of the Intel Foundation which invests $40M per year in programs that advance education and improve communities worldwide.  Prior to her tenure at Intel, Elisabeth was the manager of a children's crisis program as well an Americorps volunteer in Alaska where she established a life-skills program, collaborating with government and private agencies and local businesses. 

                    

Sara Olsen is the founding partner of SVT Group, an advisory firm that provides strategy and tools to measure and maximize social and environmental impact per dollar, and a pioneer of social return on investment (SROI) analysis.  SVT's clients include CalPER's Environmental Investment Advisor, Rockefeller Foundation's Global Impact Investor Network, and many leading foundations and social entrepreneurs.  SVT has custom-designed systems that are currently applied to $2.6 billion in assets in 23 countries.  Ms. Olsen co-founded the Global Social Venture Competition, and serves in an advisory role to Environmental Capital Group, Mobile Metrix, and Calvert Foundation's Social Enterprise Fund.