Welcome to the 21st annual SRI in the Rockies Conference!
For scheduling and flight plans, you may access the overall agenda structure.
Confirmed 2010 speakers: plenary speakers and breakout speakers.
First Affirmative will host a pre-conference Summit BaseCamp for brokers, financial planners, and investment advisors November 16–18, 2010. Investment professionals who are interested in connecting with the nationwide First Affirmative Financial Network are invited to participate. Contact Danielle Burns at 877-542-8583 / danielleburns@firstaffirmative.com for more information.
If you have any questions, feel free to contact Krystala Kalil, Conference Coordinator, at Krystala@SRIintheRockies.com, 888.774.2663.
- Nov 18, 2010
- Nov 19, 2010
- Nov 20, 2010
- Nov 21, 2010
- All Days
Thursday November 18th
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 10:00 AM - 6:30 PM | Conference Registration | |||
| 10:00 AM - 3:00 PM | Sponsor Set-Up | |||
| 1:00 PM - 2:00 PM | Annual Meeting of the Social Investment Forum | |||
| 2:00 PM - 3:00 PM | What's Wrong with a "Feel Bad" Recovery? * | |||
| Mel Miller Presenter | 2:00 PM - 3:00 PM | Welcome Aboard! New Participant Orientation | ||
| 3:00 PM - 10:30 PM | Sponsor Exhibits | |||
| 3:15 PM - 4:30 PM | Breakout Sessions | |||
| Grand Oaks Salon BC | B-01 Banking on Reform: Are We Entering a New Era of Sustainable Banking? * | |||
| Grand Oaks Salon DE | B-02 Impact Investing and SRI: Using Capital to Generate Good | |||
| Tony Berkley Presenter, Lisa Hall Presenter, Hope Neighbor Presenter, Betsy Zeidman Moderator | Grand Oaks Salon NO | B-03 SRI Basics: Making Money and Making a Difference | ||
| Grand Oaks Salon PQ | B-04 Re-thinking Modern Portfolio Theory: Exploring the Innovations * | |||
| Tom Dodd Presenter, James P. Hawley Presenter, Steven Lydenberg Presenter, Phil Kirshman Moderator | Grand Oaks Salon RS | B-05 Cracking the SRI Performance Debate * | ||
| Mark Donohue Presenter, David Kathman Presenter, Lloyd Kurtz Presenter, Thomas Kuh Moderator | ||||
| 4:30 PM - 6:00 PM | Reception and Networking, Sponsor Exhibits | |||
| 6:00 PM - 7:15 PM | Dinner, Meal/Event Presentations Sponsored By Hope Community Credit Union | 7:15 PM - 7:45 PM | Official Conference Welcome | |
| 7:45 PM - 8:45 PM | Opening Night Plenary: TBD | |||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Management LLC | 8:45 PM - 10:30 PM | Sponsor Exhibits | |
Friday, November 19, 2010
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 7:45 AM | Private Breakfast for Community Investment Working Group | |||
| 7:00 AM - 8:00 AM | Breakfast Sponsored By Milberg LLP | 8:00 AM - 8:15 AM | Official Conference Welcome | |
| 8:15 AM - 9:15 AM | Protecting the Water Commons - Everyone's Business | |||
| Maude Barlow Presenter, Simran Sethi Moderator | 9:30 AM - 10:45 AM | Breakout Sessions | ||
| Grand Oaks Salon BC | B-06 Can There Be a Responsible Hedge Fund? Experiments from the World of Long/Short Equity Investing * | |||
| Jed Emerson Presenter, Adam Seitchik Moderator | Grand Oaks Salon DE | B-07 Value vs. Values: A Fork in the Road? | ||
| Marc Fox Presenter, Peter Knight Presenter, Mark Regier Presenter | Grand Oaks Salon NO | B-09 Human Trafficking and Corporate Accountability | ||
| Deborah Cundy Presenter, Amy O'Neill Richard Presenter, David Schilling Presenter, Julie Tanner Moderator | Grand Oaks Salon PQ | Green Bonds: Creating a Market and Creating Portfolios * | ||
| Cisco DeVries Presenter, Heike Reichelt Presenter, Catherine Palmer Roy Presenter, Craig Metrick Moderator | Grand Oaks Salon RS | B-10 Water and Human Rights : How Do We Build Connections | ||
| Sanjay Bhatnagar Presenter, J. Carl Ganter Presenter, Greg Koch Presenter, Bennett Freeman Moderator | ||||
| 10:45 AM - 11:15 AM | Break Sponsored By Moxy Vote LLC | 11:15 AM - 12:30 PM | Breakout Sessions | |
| Grand Oaks Salon BC | B-11 Health Care: Emerging Approaches, Opportunities, and Risks for Socially Conscious Investors | |||
| Andy White Presenter | Grand Oaks Salon DE | B-12 Institutional Investors: RI investment, engagement and integration * | ||
| Sarah Cleveland Moderator | Grand Oaks Salon NO | B-13 China - TBA | ||
| Jacob Park Moderator | Grand Oaks Salon PQ | B-14 ESG Worldwide: The Global Campaign for Enhanced Corporate Disclosure | ||
| Giuseppe van der Helm Presenter, Mike Wallace Presenter, Lisa Woll Presenter | Grand Oaks Salon RS | B-15 Private Equity/Cleantech - TBA * | ||
| David Kirkpatrick Presenter, Nick Parker Presenter, Susan Preston Presenter, Beth Sirull Presenter | ||||
| 12:30 PM - 1:30 PM | Lunch, Meal/Event Presentations Sponsored By Self-Help Credit Union | 1:30 PM - 2:30 PM | Growth and Change in Emerging Markets: Balancing Sustainability and Prosperity | |
| Geeta Aiyer Presenter, Christopher Flavin Presenter, David Brancaccio Moderator | ||||
| 2:30 PM - 4:00 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film | |||
| 4:00 PM - 4:30 PM | Break Sponsored By Intel | 4:30 PM - 5:30 PM | Political Spending - Corporations and Campaigns | |
| Mike Musuraca Presenter, Daniel Weeks Presenter, Joe Keefe Moderator | 5:45 PM - 6:15 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-01 Parnassus Sponsored Presentation | |||
| Parnassus Investments | Grand Oaks Salon DE | SP-02 Dell Sponsor Presentation - TBA | ||
| Dell Inc. | Grand Oaks Salon NO | SP-03 SKBA Sponsor Presentation - TBA | ||
| SKBA Capital Management | 6:20 PM - 6:50 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-04 Parnassus Sponsor Presentation - TBA | |||
| Parnassus Investments | Grand Oaks Salon DE | SP-05 First Affirmative Financial Network - TBA | ||
| First Affirmative Financial Network, LLC | Grand Oaks Salon NO | SP-05 What Company Do You Know That Is Both a Sustainability Leader and Enabler? | ||
| SAP Friederike Sophie Edelmann Presenter | ||||
| 7:00 PM - 8:00 PM | Dinner, Meal/Event Presentations Sponsored By MSCI | 8:00 PM - 8:10 PM | Moskowitz Prize Presentation | |
| 8:10 PM - 10:30 PM | Exhibitor Fair | |||
| All Conference Sponsors | ||||
Saturday, November 20, 2010
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:30 AM - 8:40 AM | Private Joint APP & Policy Committee Breakfast | |||
| 7:30 AM - 8:45 AM | Breakfast | 8:45 AM - 10:00 AM | Dirty Energy: Can't Live without It. Can We Live with It in SRI Portfolios? | |
| Amy Domini Presenter, Michael Jantzi Presenter, Tim Smith Presenter, Doug Arent Moderator | ||||
| 10:00 AM - 10:30 AM | Break, Sponsor Exhibits | 10:30 AM - 12:00 PM | Breakout Sessions | |
| Grand Oaks Salon BC | B-16 Responsible Property Investment: How Do Investors Tap the Huge Potential? * | |||
| Pat Tomaino Presenter | Grand Oaks Salon DE | B-17 Embracing Social Media to Grow Your Business | ||
| Brian Reich Presenter, John Rooks Presenter, Judy Seid Presenter, Bob Helmuth Moderator | Grand Oaks Salon NO | B-18 Place-Based Strategies for Social Finance | ||
| Leslie Christian Presenter, Ari Derfel Presenter, Rebecca Dunn Presenter, Don Shaffer Moderator | Grand Oaks Salon PQ | B-19 15th Annual Moskowitz Prize for Academic Research | ||
| Moskowitz Prize Winner Presenter, Lloyd Kurtz Moderator | Grand Oaks Salon RS | B-20 Advanced Asset Allocation: Can ESG Portfolios Deliver? * | ||
| 12:00 PM - 1:30 PM | CEO Lunch (private) | |||
| 12:00 PM - 1:30 PM | Lunch and Topic Tables Sponsored By DB Climate Change Advisors (DBCCA) | |||
| 1:30 PM - 2:30 PM | TBA | |||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film | |||
| 4:30 PM - 5:00 PM | Break | 5:00 PM - 6:00 PM | Beyond GDP - Toward Qualitative Growth | |
| Riane Eisler Presenter, Hazel Henderson Presenter, Chris Hoenig Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-07 Hang Onto Your Hats: Positioning Portfolios in an Uncertain Interest Rate Environment | |||
| Calvert Catherine Palmer Roy | Grand Oaks Salon DE | SP-08 First Affirmative Financial Network - TBA | ||
| First Affirmative Financial Network, LLC | Grand Oaks Salon NO | SP-09 Jantzi-Sustainalytics Sponsor Presentation - TBA | ||
| Jantzi-Sustainalytics | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-10 Envestnet Sponsor Presentation - TBA | |||
| Envestnet Asset Management | Grand Oaks Salon DE | SP-11 MSCI Sponsor Presentation - TBA | ||
| MSCI | Grand Oaks Salon NO | SP-12 Sustainable Investing and Today's Economy | ||
| Pax World Management LLC Jon Hale Presenter, Joe Keefe Moderator, Simon Gottelier | ||||
| 7:30 PM - 8:30 PM | Dinner, Meal/Event Presentations Sponsored By Calvert | 7:30 PM - 11:30 PM | Sponsor Breakdown | |
| 8:30 PM - 8:40 PM | SRI Service Award Presentation | |||
| 8:40 PM - 9:00 PM | Acknowledgements and Appreciations | |||
| 9:00 PM - 2:00 AM | Celebration / Dance | |||
| Jantzi-Sustainalytics | ||||
Sunday, November 21, 2010
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:30 AM - 9:00 AM | Continental Breakfast | 9:00 AM - 10:30 AM | Closing Circle | |
| 10:30 AM - 11:30 AM | Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation | |||
| Thursday, November 18, 2010 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 10:00 AM - 6:30 PM | Conference Registration | |||
| 10:00 AM - 3:00 PM | Sponsor Set-Up | |||
| 1:00 PM - 2:00 PM | Annual Meeting of the Social Investment Forum | |||
| 2:00 PM - 3:00 PM | What's Wrong with a "Feel Bad" Recovery? * | |||
| Mel Miller Presenter | 2:00 PM - 3:00 PM | Welcome Aboard! New Participant Orientation | ||
| 3:00 PM - 10:30 PM | Sponsor Exhibits | |||
| 3:15 PM - 4:30 PM | Breakout Sessions | |||
| Grand Oaks Salon BC | B-01 Banking on Reform: Are We Entering a New Era of Sustainable Banking? * | |||
| Grand Oaks Salon DE | B-02 Impact Investing and SRI: Using Capital to Generate Good | |||
| Tony Berkley Presenter, Lisa Hall Presenter, Hope Neighbor Presenter, Betsy Zeidman Moderator | Grand Oaks Salon NO | B-03 SRI Basics: Making Money and Making a Difference | ||
| Grand Oaks Salon PQ | B-04 Re-thinking Modern Portfolio Theory: Exploring the Innovations * | |||
| Tom Dodd Presenter, James P. Hawley Presenter, Steven Lydenberg Presenter, Phil Kirshman Moderator | Grand Oaks Salon RS | B-05 Cracking the SRI Performance Debate * | ||
| Mark Donohue Presenter, David Kathman Presenter, Lloyd Kurtz Presenter, Thomas Kuh Moderator | ||||
| 4:30 PM - 6:00 PM | Reception and Networking, Sponsor Exhibits | |||
| 6:00 PM - 7:15 PM | Dinner, Meal/Event Presentations Sponsored By Hope Community Credit Union | 7:15 PM - 7:45 PM | Official Conference Welcome | |
| 7:45 PM - 8:45 PM | Opening Night Plenary: TBD | |||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Management LLC | 8:45 PM - 10:30 PM | Sponsor Exhibits | |
| Friday, November 19, 2010 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 7:45 AM | Private Breakfast for Community Investment Working Group | |||
| 7:00 AM - 8:00 AM | Breakfast Sponsored By Milberg LLP | 8:00 AM - 8:15 AM | Official Conference Welcome | |
| 8:15 AM - 9:15 AM | Protecting the Water Commons - Everyone's Business | |||
| Maude Barlow Presenter, Simran Sethi Moderator | 9:30 AM - 10:45 AM | Breakout Sessions | ||
| Grand Oaks Salon BC | B-06 Can There Be a Responsible Hedge Fund? Experiments from the World of Long/Short Equity Investing * | |||
| Jed Emerson Presenter, Adam Seitchik Moderator | Grand Oaks Salon DE | B-07 Value vs. Values: A Fork in the Road? | ||
| Marc Fox Presenter, Peter Knight Presenter, Mark Regier Presenter | Grand Oaks Salon NO | B-09 Human Trafficking and Corporate Accountability | ||
| Deborah Cundy Presenter, Amy O'Neill Richard Presenter, David Schilling Presenter, Julie Tanner Moderator | Grand Oaks Salon PQ | Green Bonds: Creating a Market and Creating Portfolios * | ||
| Cisco DeVries Presenter, Heike Reichelt Presenter, Catherine Palmer Roy Presenter, Craig Metrick Moderator | Grand Oaks Salon RS | B-10 Water and Human Rights : How Do We Build Connections | ||
| Sanjay Bhatnagar Presenter, J. Carl Ganter Presenter, Greg Koch Presenter, Bennett Freeman Moderator | ||||
| 10:45 AM - 11:15 AM | Break Sponsored By Moxy Vote LLC | 11:15 AM - 12:30 PM | Breakout Sessions | |
| Grand Oaks Salon BC | B-11 Health Care: Emerging Approaches, Opportunities, and Risks for Socially Conscious Investors | |||
| Andy White Presenter | Grand Oaks Salon DE | B-12 Institutional Investors: RI investment, engagement and integration * | ||
| Sarah Cleveland Moderator | Grand Oaks Salon NO | B-13 China - TBA | ||
| Jacob Park Moderator | Grand Oaks Salon PQ | B-14 ESG Worldwide: The Global Campaign for Enhanced Corporate Disclosure | ||
| Giuseppe van der Helm Presenter, Mike Wallace Presenter, Lisa Woll Presenter | Grand Oaks Salon RS | B-15 Private Equity/Cleantech - TBA * | ||
| David Kirkpatrick Presenter, Nick Parker Presenter, Susan Preston Presenter, Beth Sirull Presenter | ||||
| 12:30 PM - 1:30 PM | Lunch, Meal/Event Presentations Sponsored By Self-Help Credit Union | 1:30 PM - 2:30 PM | Growth and Change in Emerging Markets: Balancing Sustainability and Prosperity | |
| Geeta Aiyer Presenter, Christopher Flavin Presenter, David Brancaccio Moderator | ||||
| 2:30 PM - 4:00 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film | |||
| 4:00 PM - 4:30 PM | Break Sponsored By Intel | 4:30 PM - 5:30 PM | Political Spending - Corporations and Campaigns | |
| Mike Musuraca Presenter, Daniel Weeks Presenter, Joe Keefe Moderator | 5:45 PM - 6:15 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-01 Parnassus Sponsored Presentation | |||
| Parnassus Investments | Grand Oaks Salon DE | SP-02 Dell Sponsor Presentation - TBA | ||
| Dell Inc. | Grand Oaks Salon NO | SP-03 SKBA Sponsor Presentation - TBA | ||
| SKBA Capital Management | 6:20 PM - 6:50 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-04 Parnassus Sponsor Presentation - TBA | |||
| Parnassus Investments | Grand Oaks Salon DE | SP-05 First Affirmative Financial Network - TBA | ||
| First Affirmative Financial Network, LLC | Grand Oaks Salon NO | SP-05 What Company Do You Know That Is Both a Sustainability Leader and Enabler? | ||
| SAP Friederike Sophie Edelmann Presenter | ||||
| 7:00 PM - 8:00 PM | Dinner, Meal/Event Presentations Sponsored By MSCI | 8:00 PM - 8:10 PM | Moskowitz Prize Presentation | |
| 8:10 PM - 10:30 PM | Exhibitor Fair | |||
| All Conference Sponsors | ||||
| Saturday, November 20, 2010 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:30 AM - 8:40 AM | Private Joint APP & Policy Committee Breakfast | |||
| 7:30 AM - 8:45 AM | Breakfast | 8:45 AM - 10:00 AM | Dirty Energy: Can't Live without It. Can We Live with It in SRI Portfolios? | |
| Amy Domini Presenter, Michael Jantzi Presenter, Tim Smith Presenter, Doug Arent Moderator | ||||
| 10:00 AM - 10:30 AM | Break, Sponsor Exhibits | 10:30 AM - 12:00 PM | Breakout Sessions | |
| Grand Oaks Salon BC | B-16 Responsible Property Investment: How Do Investors Tap the Huge Potential? * | |||
| Pat Tomaino Presenter | Grand Oaks Salon DE | B-17 Embracing Social Media to Grow Your Business | ||
| Brian Reich Presenter, John Rooks Presenter, Judy Seid Presenter, Bob Helmuth Moderator | Grand Oaks Salon NO | B-18 Place-Based Strategies for Social Finance | ||
| Leslie Christian Presenter, Ari Derfel Presenter, Rebecca Dunn Presenter, Don Shaffer Moderator | Grand Oaks Salon PQ | B-19 15th Annual Moskowitz Prize for Academic Research | ||
| Moskowitz Prize Winner Presenter, Lloyd Kurtz Moderator | Grand Oaks Salon RS | B-20 Advanced Asset Allocation: Can ESG Portfolios Deliver? * | ||
| 12:00 PM - 1:30 PM | CEO Lunch (private) | |||
| 12:00 PM - 1:30 PM | Lunch and Topic Tables Sponsored By DB Climate Change Advisors (DBCCA) | |||
| 1:30 PM - 2:30 PM | TBA | |||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:30 PM - 4:00 PM | Film | |||
| 4:30 PM - 5:00 PM | Break | 5:00 PM - 6:00 PM | Beyond GDP - Toward Qualitative Growth | |
| Riane Eisler Presenter, Hazel Henderson Presenter, Chris Hoenig Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-07 Hang Onto Your Hats: Positioning Portfolios in an Uncertain Interest Rate Environment | |||
| Calvert Catherine Palmer Roy | Grand Oaks Salon DE | SP-08 First Affirmative Financial Network - TBA | ||
| First Affirmative Financial Network, LLC | Grand Oaks Salon NO | SP-09 Jantzi-Sustainalytics Sponsor Presentation - TBA | ||
| Jantzi-Sustainalytics | 6:50 PM - 7:20 PM | Sponsored Presentations | ||
| Grand Oaks Salon BC | SP-10 Envestnet Sponsor Presentation - TBA | |||
| Envestnet Asset Management | Grand Oaks Salon DE | SP-11 MSCI Sponsor Presentation - TBA | ||
| MSCI | Grand Oaks Salon NO | SP-12 Sustainable Investing and Today's Economy | ||
| Pax World Management LLC Jon Hale Presenter, Joe Keefe Moderator, Simon Gottelier | ||||
| 7:30 PM - 8:30 PM | Dinner, Meal/Event Presentations Sponsored By Calvert | 7:30 PM - 11:30 PM | Sponsor Breakdown | |
| 8:30 PM - 8:40 PM | SRI Service Award Presentation | |||
| 8:40 PM - 9:00 PM | Acknowledgements and Appreciations | |||
| 9:00 PM - 2:00 AM | Celebration / Dance | |||
| Jantzi-Sustainalytics | ||||
| Sunday, November 21, 2010 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:30 AM - 9:00 AM | Continental Breakfast | 9:00 AM - 10:30 AM | Closing Circle | |
| 10:30 AM - 11:30 AM | Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation | |||
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