Welcome to the 21st annual SRI in the Rockies Conference!
Miss a session? Audio for all sessions is available for download, see below.
See 2010 speakers and biographies: plenary speakers and breakout speakers.
Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits. CE Credit “Quick Training” for CFPs
2010 Conference Information.
- Nov 18, 2010
- Nov 19, 2010
- Nov 20, 2010
- Nov 21, 2010
- All Days
Thursday November 18th
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 8:00 AM - 12:00 PM | International Working Group Pre-Conference: "Sustainability Leadership in Emerging Markets" | |||
| 8:00 AM - 1:00 PM | Social Investment Forum Board Meeting - Private | |||
| 10:00 AM - 12:00 PM | Community Investing Strategy Session | |||
| 10:00 AM - 3:00 PM | Sponsor Set-Up | |||
| 10:00 AM - 6:30 PM | Conference Registration | |||
| 1:00 PM - 2:00 PM | Annual Meeting of the Social Investment Forum | |||
| 2:00 PM - 3:00 PM | GS-01 What's Wrong with a "Feel Bad" Recovery? * Listen | |||
| Mel Miller Presenter View | 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? * Listen | |||
| Mike Griffin Presenter View , Saurabh Narain Presenter View , Cliff Rosenthal Moderator | Grand Oaks Salon DE | B-02 Health Care: Emerging Approaches, Opportunities, and Risks for Socially Conscious Investors Listen | ||
| Lauren Compere Presenter View , Dion Madsen Presenter View , Lisa Richter Presenter View , Jason Baron Moderator | Grand Oaks Salon NO | B-03 SRI Basics: Making Money and Making a Difference Listen | ||
| Shelley Alpern Presenter View , Donna Katzin Presenter View , Craig Metrick Presenter, Meg Voorhes Presenter View , Steve Schueth Moderator | Grand Oaks Salon PQ | B-04 Re-thinking Modern Portfolio Theory: Exploring the Innovations * Listen | ||
| Tom Dodd Presenter View , James P. Hawley Presenter View , Steven Lydenberg Presenter View , Phil Kirshman Moderator View | Grand Oaks Salon RS | B-05 Cracking the SRI Performance Debate * Listen | ||
| David Kathman Presenter View , Thomas Kuh Presenter View , Lloyd Kurtz Presenter View , Cheryl Smith Moderator | ||||
| 4:30 PM - 6:00 PM | Reception and Networking, Sponsor Exhibits | |||
| 6:00 PM - 7:15 PM | Dinner Sponsored By Hope Credit Union | 7:15 PM - 7:35 PM | Welcome! Introductions! Launch! | |
| 7:35 PM - 7:45 PM | EthicMark Award | |||
| 7:45 PM - 8:45 PM | GS-02 Investing for Transformation: High-Payback Opportunities for SRI in Rocky Times Listen Watch Session | |||
| Bill Shireman Presenter View | ||||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Investments | 8:45 PM - 10:30 PM | Sponsor Exhibits | |
Friday, November 19, 2010
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 7:55 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 | |
| George R. Gay R. Presenter View | ||||
| 8:15 AM - 9:15 AM | GS-03 Protecting the Water Commons - Everyone's Business Listen | |||
| 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 * Listen | |||
| Jed Emerson Presenter View , Bill Mills Presenter View , Adam Seitchik Moderator View | Grand Oaks Salon DE | B-07 Value vs. Values: A Fork in the Road? Listen | ||
| Marc Fox Presenter, Peter Knight Presenter, Mark Regier Presenter, Amy O'Brien Moderator | Grand Oaks Salon NO | B-08 Green Bonds: Creating a Market and Creating Portfolios * Listen | ||
| Joanna Karger Presenter View , Heike Reichelt Presenter View , Catherine Palmer Roy Presenter View , Craig Metrick Moderator | Grand Oaks Salon PQ | B-09 Human Trafficking and Corporate Accountability Listen | ||
| Deborah Cundy Presenter, Amy O'Neill Richard Presenter, David Schilling Presenter View , Julie Tanner Moderator | Grand Oaks Salon RS | B-10 Water and Human Rights : How Do We Build Connections? Listen | ||
| Sanjay Bhatnagar Presenter View , Bennett Freeman Presenter, Greg Koch Presenter, J. Carl Ganter Moderator | ||||
| 10:45 AM - 11:15 AM | Break, Sponsor Exhibits Sponsored By Moxy Vote LLC | 11:15 AM - 12:30 PM | Breakout Sessions | |
| Grand Oaks Salon BC | B-11 Impact Investing and SRI: Using Capital to Generate Good Listen | |||
| Tony Berkley Presenter View , Lisa Hall Presenter View , Hope Neighbor Presenter View , Betsy Zeidman Moderator View | Grand Oaks Salon DE | B-12 Institutional Investors: RI Investment, Engagement and Integration * Listen | ||
| Bruno Bertocci Presenter, Anita Green Presenter View , Brian Rice Presenter View , Sarah Cleveland Moderator View | Grand Oaks Salon NO | B-13 The Paradox of China's Transformation: Implications for ESG Investors Listen | ||
| Jacob Park Presenter View , John K.S. Wilson Presenter View , Xin Zhuo Presenter View , Dan Nielsen Moderator | Grand Oaks Salon PQ | B-14 ESG Worldwide: The Global Campaign for Enhanced Corporate Disclosure Listen | ||
| Giuseppe van der Helm Presenter, Mike Wallace Presenter, Lisa Woll Presenter, Michael Krzus Moderator | Grand Oaks Salon RS | B-15 Private Equity, Venture Capital and Cleantech - Sustainable Entrepreneurship to the Rescue! * Listen | ||
| David Kirkpatrick Presenter, Susan Preston Presenter View , Beth Sirull Presenter View , Mark Donohue Moderator | ||||
| 12:30 PM - 1:30 PM | Lunch, Meal/Event Presentations Sponsored By Self-Help Credit Union | |||
| 1:30 PM - 2:30 PM | GS-04 Growth and Change in Emerging Markets: Balancing Sustainability and Prosperity | |||
| Geeta Aiyer Presenter View , Christopher Flavin Presenter, David Brancaccio Moderator | ||||
| 2:30 PM - 4:00 PM | Recreation Time | |||
| 2:45 PM - 4:00 PM | Film: Fixing the Future: A NOW on PBS Special Report Watch Session | |||
| David Brancaccio Presenter | ||||
| 4:00 PM - 4:30 PM | Break, Sponsor Exhibits Sponsored By Intel | |||
| 4:30 PM - 5:30 PM | GS-05 Political Spending: Corporations and Campaigns Listen | |||
| Adam Kanzer Presenter, Mike Musuraca Presenter, Daniel Weeks Presenter, Joe Keefe Moderator | 5:45 PM - 6:15 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-01 Parnassus Investments Named "Best Equity Fund Group": Parnassus Small-Cap Fund Insight Listen | |||
| Parnassus Investments Jerome Dodson Presenter View | Grand Oaks Salon DE | SP-02 Best Practice Sharing: Investor Relations and SRI's Listen | ||
| Dell Inc. Suzanne Fallender Presenter, Bruce Freed Presenter, Rob Williams Presenter, Tim Smith Moderator | Grand Oaks Salon NO | SP-03 Pax World's Investment Solutions Listen | ||
| Pax World Investments Simon Gottelier Presenter, Jon Hale Presenter, Joe Keefe Moderator | Grand Oaks Salon PQ | SP-04 From Hollywood to Somalia - Making Money Matter Listen | ||
| Sunrise Community Banks David Reiling Presenter View | 6:20 PM - 6:50 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-05 How the Parnassus Workplace Fund and Parnassus Equity Income Fund Achieve Great Performance Listen | |||
| Parnassus Investments Benjamin Allen Presenter, Milton Moskowitz Presenter | Grand Oaks Salon DE | SP-06 Introducing the Greenvestment Resource Center! Listen | ||
| First Affirmative Financial Network, LLC Danielle Burns Presenter View | Grand Oaks Salon NO | SP-07 Hang Onto Your Hats: Positioning Portfolios in an Uncertain Interest Rate Environment Listen | ||
| Calvert Investments Catherine Palmer Roy Presenter View | ||||
| 7:00 PM - 8:00 PM | Dinner Sponsored By MSCI | 8:00 PM - 8:10 PM | Moskowitz Prize Presentation | |
| 8:10 PM - 8:25 PM | Sneak Peak: New Orleans 2011 | |||
| Domini Social Investments LLC | 8:25 PM - 10:30 PM | Exhibitor Fair | ||
| All Conference Sponsors | ||||
Saturday, November 20, 2010
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:15 AM - 8:30 AM | Social Investment Forum's Policy Breakfast | |||
| 7:30 AM - 8:45 AM | Breakfast | |||
| 8:45 AM - 10:00 AM | GS-06 Energy: Can't Live Without It. How Do We Live With It As SRI Investors? Listen | |||
| Amy Domini Presenter, Michael Jantzi Presenter, Bruce M. Kahn Presenter View , 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? * Listen | |||
| Philip Payne Presenter, Pat Tomaino Presenter, David Wood Presenter View | Grand Oaks Salon DE | B-17 Embracing Social Media to Grow Your Business Listen | ||
| Brian Reich Presenter, John Rooks Presenter, Judy Seid Presenter, Bob Helmuth Moderator | Grand Oaks Salon NO | B-18 Place-Based Strategies for Social Finance Listen | ||
| Ari Derfel Presenter, Rebecca Dunn Presenter View , Don Shaffer Presenter, Leslie Christian Moderator View | Grand Oaks Salon PQ | B-19 15th Annual Moskowitz Prize for Academic Research Listen | ||
| Daniel Hann Presenter, Moskowitz Prize Winner Presenter View , Lloyd Kurtz Moderator | Grand Oaks Salon RS | B-20 Advanced Asset Allocation: Can ESG Portfolios Deliver? * Listen | ||
| Jon Hale Presenter View , Myrna M. Rivera M. Presenter View , George R. Gay Moderator View | ||||
| 12:00 PM - 1:30 PM | Lunch and Topic Tables Sponsored By DB Climate Change Advisors (DBCCA) | |||
| 1:30 PM - 2:30 PM | GS-07 Looking Through the Crystal Ball: Community Investing in the Year 2025 Listen | |||
| Laurie Spengler Presenter View | ||||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:40 PM - 4:00 PM | Film: DIRT! The Movie | |||
| 4:30 PM - 5:00 PM | Break, Sponsor Exhibits | |||
| 5:00 PM - 6:00 PM | GS-08 Beyond GDP - Toward Qualitative Growth Listen | |||
| Riane Eisler Presenter, Hazel Henderson Presenter, Chris Hoenig Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-08 SAP - Both a Role Model for Sustainability and a Provider of Sustainable Solutions to Customers Listen | |||
| SAP Friederike Sophie Edelmann Presenter View | Grand Oaks Salon DE | SP-09 Double Down! Sustainable Investment Solutions for Responsible Investors Listen | ||
| First Affirmative Financial Network, LLC Johann Klaassen Presenter View , Kevin O'Keefe Presenter | Grand Oaks Salon NO | SP-10 Weighing Social Costs - Emerging Trends for Investors Listen | ||
| Sustainalytics Darragh Gallant Presenter | Grand Oaks Salon PQ | SP-11 What's NOT in the SKBA Portfolio and Why? Listen | ||
| SKBA Capital Management Matthew Zuck Presenter View | 6:50 PM - 7:20 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-12 Growing your Business with the Envestnet Sustainability Platform Listen | |||
| Envestnet Asset Management Michael Lent Presenter View | Grand Oaks Salon DE | SP-13 ESG at MSCI Today and Tomorrow Listen | ||
| MSCI Remy Briand Presenter, Noel Friedman Presenter, Thomas Kuh Presenter | Grand Oaks Salon NO | SP-14 A Conversation with Amy Domini Listen | ||
| Domini Social Investments LLC Amy Domini Presenter | ||||
| 7:30 PM - 8:30 PM | Dinner, Meal/Event Presentations Sponsored By Calvert Investments | 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 | |||
| 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 | GS-09 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 | ||||
| 8:00 AM - 12:00 PM | International Working Group Pre-Conference: "Sustainability Leadership in Emerging Markets" | |||
| 8:00 AM - 1:00 PM | Social Investment Forum Board Meeting - Private | |||
| 10:00 AM - 12:00 PM | Community Investing Strategy Session | |||
| 10:00 AM - 3:00 PM | Sponsor Set-Up | |||
| 10:00 AM - 6:30 PM | Conference Registration | |||
| 1:00 PM - 2:00 PM | Annual Meeting of the Social Investment Forum | |||
| 2:00 PM - 3:00 PM | GS-01 What's Wrong with a "Feel Bad" Recovery? * Listen | |||
| Mel Miller Presenter View | 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? * Listen | |||
| Mike Griffin Presenter View , Saurabh Narain Presenter View , Cliff Rosenthal Moderator | Grand Oaks Salon DE | B-02 Health Care: Emerging Approaches, Opportunities, and Risks for Socially Conscious Investors Listen | ||
| Lauren Compere Presenter View , Dion Madsen Presenter View , Lisa Richter Presenter View , Jason Baron Moderator | Grand Oaks Salon NO | B-03 SRI Basics: Making Money and Making a Difference Listen | ||
| Shelley Alpern Presenter View , Donna Katzin Presenter View , Craig Metrick Presenter, Meg Voorhes Presenter View , Steve Schueth Moderator | Grand Oaks Salon PQ | B-04 Re-thinking Modern Portfolio Theory: Exploring the Innovations * Listen | ||
| Tom Dodd Presenter View , James P. Hawley Presenter View , Steven Lydenberg Presenter View , Phil Kirshman Moderator View | Grand Oaks Salon RS | B-05 Cracking the SRI Performance Debate * Listen | ||
| David Kathman Presenter View , Thomas Kuh Presenter View , Lloyd Kurtz Presenter View , Cheryl Smith Moderator | ||||
| 4:30 PM - 6:00 PM | Reception and Networking, Sponsor Exhibits | |||
| 6:00 PM - 7:15 PM | Dinner Sponsored By Hope Credit Union | 7:15 PM - 7:35 PM | Welcome! Introductions! Launch! | |
| 7:35 PM - 7:45 PM | EthicMark Award | |||
| 7:45 PM - 8:45 PM | GS-02 Investing for Transformation: High-Payback Opportunities for SRI in Rocky Times Listen Watch Session | |||
| Bill Shireman Presenter View | ||||
| 8:45 PM - 9:30 PM | Ice Cream Social Sponsored By Pax World Investments | 8:45 PM - 10:30 PM | Sponsor Exhibits | |
| Friday, November 19, 2010 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 6:45 AM - 7:55 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 | |
| George R. Gay R. Presenter View | ||||
| 8:15 AM - 9:15 AM | GS-03 Protecting the Water Commons - Everyone's Business Listen | |||
| 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 * Listen | |||
| Jed Emerson Presenter View , Bill Mills Presenter View , Adam Seitchik Moderator View | Grand Oaks Salon DE | B-07 Value vs. Values: A Fork in the Road? Listen | ||
| Marc Fox Presenter, Peter Knight Presenter, Mark Regier Presenter, Amy O'Brien Moderator | Grand Oaks Salon NO | B-08 Green Bonds: Creating a Market and Creating Portfolios * Listen | ||
| Joanna Karger Presenter View , Heike Reichelt Presenter View , Catherine Palmer Roy Presenter View , Craig Metrick Moderator | Grand Oaks Salon PQ | B-09 Human Trafficking and Corporate Accountability Listen | ||
| Deborah Cundy Presenter, Amy O'Neill Richard Presenter, David Schilling Presenter View , Julie Tanner Moderator | Grand Oaks Salon RS | B-10 Water and Human Rights : How Do We Build Connections? Listen | ||
| Sanjay Bhatnagar Presenter View , Bennett Freeman Presenter, Greg Koch Presenter, J. Carl Ganter Moderator | ||||
| 10:45 AM - 11:15 AM | Break, Sponsor Exhibits Sponsored By Moxy Vote LLC | 11:15 AM - 12:30 PM | Breakout Sessions | |
| Grand Oaks Salon BC | B-11 Impact Investing and SRI: Using Capital to Generate Good Listen | |||
| Tony Berkley Presenter View , Lisa Hall Presenter View , Hope Neighbor Presenter View , Betsy Zeidman Moderator View | Grand Oaks Salon DE | B-12 Institutional Investors: RI Investment, Engagement and Integration * Listen | ||
| Bruno Bertocci Presenter, Anita Green Presenter View , Brian Rice Presenter View , Sarah Cleveland Moderator View | Grand Oaks Salon NO | B-13 The Paradox of China's Transformation: Implications for ESG Investors Listen | ||
| Jacob Park Presenter View , John K.S. Wilson Presenter View , Xin Zhuo Presenter View , Dan Nielsen Moderator | Grand Oaks Salon PQ | B-14 ESG Worldwide: The Global Campaign for Enhanced Corporate Disclosure Listen | ||
| Giuseppe van der Helm Presenter, Mike Wallace Presenter, Lisa Woll Presenter, Michael Krzus Moderator | Grand Oaks Salon RS | B-15 Private Equity, Venture Capital and Cleantech - Sustainable Entrepreneurship to the Rescue! * Listen | ||
| David Kirkpatrick Presenter, Susan Preston Presenter View , Beth Sirull Presenter View , Mark Donohue Moderator | ||||
| 12:30 PM - 1:30 PM | Lunch, Meal/Event Presentations Sponsored By Self-Help Credit Union | |||
| 1:30 PM - 2:30 PM | GS-04 Growth and Change in Emerging Markets: Balancing Sustainability and Prosperity | |||
| Geeta Aiyer Presenter View , Christopher Flavin Presenter, David Brancaccio Moderator | ||||
| 2:30 PM - 4:00 PM | Recreation Time | |||
| 2:45 PM - 4:00 PM | Film: Fixing the Future: A NOW on PBS Special Report Watch Session | |||
| David Brancaccio Presenter | ||||
| 4:00 PM - 4:30 PM | Break, Sponsor Exhibits Sponsored By Intel | |||
| 4:30 PM - 5:30 PM | GS-05 Political Spending: Corporations and Campaigns Listen | |||
| Adam Kanzer Presenter, Mike Musuraca Presenter, Daniel Weeks Presenter, Joe Keefe Moderator | 5:45 PM - 6:15 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-01 Parnassus Investments Named "Best Equity Fund Group": Parnassus Small-Cap Fund Insight Listen | |||
| Parnassus Investments Jerome Dodson Presenter View | Grand Oaks Salon DE | SP-02 Best Practice Sharing: Investor Relations and SRI's Listen | ||
| Dell Inc. Suzanne Fallender Presenter, Bruce Freed Presenter, Rob Williams Presenter, Tim Smith Moderator | Grand Oaks Salon NO | SP-03 Pax World's Investment Solutions Listen | ||
| Pax World Investments Simon Gottelier Presenter, Jon Hale Presenter, Joe Keefe Moderator | Grand Oaks Salon PQ | SP-04 From Hollywood to Somalia - Making Money Matter Listen | ||
| Sunrise Community Banks David Reiling Presenter View | 6:20 PM - 6:50 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-05 How the Parnassus Workplace Fund and Parnassus Equity Income Fund Achieve Great Performance Listen | |||
| Parnassus Investments Benjamin Allen Presenter, Milton Moskowitz Presenter | Grand Oaks Salon DE | SP-06 Introducing the Greenvestment Resource Center! Listen | ||
| First Affirmative Financial Network, LLC Danielle Burns Presenter View | Grand Oaks Salon NO | SP-07 Hang Onto Your Hats: Positioning Portfolios in an Uncertain Interest Rate Environment Listen | ||
| Calvert Investments Catherine Palmer Roy Presenter View | ||||
| 7:00 PM - 8:00 PM | Dinner Sponsored By MSCI | 8:00 PM - 8:10 PM | Moskowitz Prize Presentation | |
| 8:10 PM - 8:25 PM | Sneak Peak: New Orleans 2011 | |||
| Domini Social Investments LLC | 8:25 PM - 10:30 PM | Exhibitor Fair | ||
| All Conference Sponsors | ||||
| Saturday, November 20, 2010 | ||||
| Time | Session/Event | |||
| Speakers/Presenters/Sponsor | ||||
| 7:15 AM - 8:30 AM | Social Investment Forum's Policy Breakfast | |||
| 7:30 AM - 8:45 AM | Breakfast | |||
| 8:45 AM - 10:00 AM | GS-06 Energy: Can't Live Without It. How Do We Live With It As SRI Investors? Listen | |||
| Amy Domini Presenter, Michael Jantzi Presenter, Bruce M. Kahn Presenter View , 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? * Listen | |||
| Philip Payne Presenter, Pat Tomaino Presenter, David Wood Presenter View | Grand Oaks Salon DE | B-17 Embracing Social Media to Grow Your Business Listen | ||
| Brian Reich Presenter, John Rooks Presenter, Judy Seid Presenter, Bob Helmuth Moderator | Grand Oaks Salon NO | B-18 Place-Based Strategies for Social Finance Listen | ||
| Ari Derfel Presenter, Rebecca Dunn Presenter View , Don Shaffer Presenter, Leslie Christian Moderator View | Grand Oaks Salon PQ | B-19 15th Annual Moskowitz Prize for Academic Research Listen | ||
| Daniel Hann Presenter, Moskowitz Prize Winner Presenter View , Lloyd Kurtz Moderator | Grand Oaks Salon RS | B-20 Advanced Asset Allocation: Can ESG Portfolios Deliver? * Listen | ||
| Jon Hale Presenter View , Myrna M. Rivera M. Presenter View , George R. Gay Moderator View | ||||
| 12:00 PM - 1:30 PM | Lunch and Topic Tables Sponsored By DB Climate Change Advisors (DBCCA) | |||
| 1:30 PM - 2:30 PM | GS-07 Looking Through the Crystal Ball: Community Investing in the Year 2025 Listen | |||
| Laurie Spengler Presenter View | ||||
| 2:30 PM - 4:30 PM | Recreation Time | |||
| 2:40 PM - 4:00 PM | Film: DIRT! The Movie | |||
| 4:30 PM - 5:00 PM | Break, Sponsor Exhibits | |||
| 5:00 PM - 6:00 PM | GS-08 Beyond GDP - Toward Qualitative Growth Listen | |||
| Riane Eisler Presenter, Hazel Henderson Presenter, Chris Hoenig Presenter | 6:15 PM - 6:45 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-08 SAP - Both a Role Model for Sustainability and a Provider of Sustainable Solutions to Customers Listen | |||
| SAP Friederike Sophie Edelmann Presenter View | Grand Oaks Salon DE | SP-09 Double Down! Sustainable Investment Solutions for Responsible Investors Listen | ||
| First Affirmative Financial Network, LLC Johann Klaassen Presenter View , Kevin O'Keefe Presenter | Grand Oaks Salon NO | SP-10 Weighing Social Costs - Emerging Trends for Investors Listen | ||
| Sustainalytics Darragh Gallant Presenter | Grand Oaks Salon PQ | SP-11 What's NOT in the SKBA Portfolio and Why? Listen | ||
| SKBA Capital Management Matthew Zuck Presenter View | 6:50 PM - 7:20 PM | Sponsored Presentations Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security. |
||
| Grand Oaks Salon BC | SP-12 Growing your Business with the Envestnet Sustainability Platform Listen | |||
| Envestnet Asset Management Michael Lent Presenter View | Grand Oaks Salon DE | SP-13 ESG at MSCI Today and Tomorrow Listen | ||
| MSCI Remy Briand Presenter, Noel Friedman Presenter, Thomas Kuh Presenter | Grand Oaks Salon NO | SP-14 A Conversation with Amy Domini Listen | ||
| Domini Social Investments LLC Amy Domini Presenter | ||||
| 7:30 PM - 8:30 PM | Dinner, Meal/Event Presentations Sponsored By Calvert Investments | 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 | |||
| 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 | GS-09 Closing Circle | |
| 10:30 AM - 11:30 AM | Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation | |||
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