MAKING A PROFIT WHILE MAKING A DIFFERENCE
CONFERENCE 2000
Agenda: Wednesday, May 11, 2000
7:40 – 9:10 a.m. Continental Breakfast and Keynote Address
Sir John Templeton on Spiritual Investments
Sir John will cite the spiritual principles he translated into investment principles to compile one of the strongest long-term return records in history.
9:30-10:30 a.m. – Breakout Sessions (Choose one of three Tracks)
Exhibition Area open featuring Sponsor Tables
| TRACK I Innovations -Salon A Religious Treasurers Report on Corporate Responsibility Priorities: “Sweatshops, Environment, Diversity and Other Issues” |
TRACK II Analysis – Salon B The Risks and Rewards of Social Screening |
TRACK III Issues – Salon C Institutional Investors Design Innovations in Community Development |
| Frank Coleman, Moderator Christian Brothers Investment Services and Chair, ICCR Patricia Daly OP |
Kim Gluck Principal State Street Global Advisors Joseph F. Keefe Farha Joyce Haboucha |
Jean Pogge, Moderator Senior Vice President South Shore Bank Shari Berenbach Dennis White Mark Regier |
Networking Opportunity in the Liberty Room: Enjoy private conversations with the speakers from the previous session while joining others networking over coffee and tea in the Liberty Room.
10:30 – 11:30 a.m. Morning Refreshment and Community Development Exhibit Fair
Leaders of Community Development Financial Institutions will be available at exhibit booths to talk to conference attendees. These CDFIs have been carefully selected for having products appropriate for institutional investors. Please note that the industry trade group, the Social Investment Forum, asks investment managers to recommend that 1% of client portfolios be invested in community development.
| Calvert Social Investment Foundation Community Reinvestment Fund McAuley Institute Mennonite Economic Development Associates National Community Capital Association Neighborhood Housing Services |
New Jersey Community Loan Fund Rudolph Steiner Foundation Self-Help Credit Union Shared Interest Southern Development Bancorporation Vermont Development Credit Union |
11:30 a.m – 12:30 p.m. Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
| TRACK I Innovations -Salon A Winners of the Business Ethics Social Investment Awards |
TRACK II Analysis – Salon B SRI Online — A Web Tour |
TRACK III Issues – Salon C Leaders in Community Development Financial Institutions Discuss Instruments Offering Market Returns and Below |
| Winners of the Second Annual Award for investment managers will discuss their portfolio construction and analyze their success.
Citizens Funds Domini Social Investments Pax World Fund 1999 winner Stephen Moody, Moderator |
Jay Falk, Moderator Founder SocialFunds.com Julia Binder Meg Voorhees Companies with web offerings relevant to investors will participate interactively with attendees. For example, thecorporatelibrary.com now allows all shareholders to access the independent proxy voting advice formerly available only to institutional investors. |
Tom McRae Vice President Southern Development Bancorporation Allyson B. Randolph Kerwin Tesdell Donna Katzin |
Networking Opportunity in the Liberty Room: Enjoy private conversations with the speakers from the previous session while joining others networking over coffee and tea in the Liberty Room.
12:30 p.m. – 2:00 p.m. Luncheon for Delegates and Speakers
“Meet the Investment Managers”
Participants can choose among leading investment managers with whom to share lunch. A buffet format will allowparticipants to meet with a number of managers. Marjorie Kelly, publisher of Business Ethics, will present the Business Ethics Social Investment Awards to Citizens Funds, Domini Social Investments, Pax World Fund, South Shore Bank, Calvert Foundation, Self-Help Credit Union, and runner-up: Meyers Pride Fund. Susan Davis, President of Capital Missions Company, will present the “Making A Difference” Award.
2:00 p.m. – 3:00 p.m. Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
| TRACK I Innovations -Salon A Important New Initiatives |
TRACK II Analysis – Salon B Beyond Avoidance Screens |
TRACK III Issues – Salon C Company Presidents Speak On The Issues |
| “A Financial Model for Inner Cities: The Business Collaborative” Liz Harris Vice President UNC Partners, Inc. “Using The Sustainability Model Of Indigenous Peoples” “Dramatically Increasing Investment Advisors’ Use of Social Products” “A High Performer Bursts onto the Scene” Michael Lapat |
Simple avoidance screening may provide a “clean” portfolio that clients feel good about, but many argue that strict avoidance screening has little impact on corporate behavior. Social researchers are now combining innovations in social research with company dialogue to motivate companies to improve their social/environmental performance. Questions to discuss include: Does screening out an entire industry have as much impact as looking for “best in class”? Could companies be motivated by intra-industry rankings based on social / environmental performance? How can social research firms begin to work together to set standards and targets for companies? Is there any connection between the best social /environmental performers in an industry and the best financial performers? Paul Hilton Steve Lydenberg Stan Craig |
Presidents of newly-public companies with high social dividends will make presentations. (Companies are conference sponsors.)
“The Deregulation Energy Market’s Effect On Consumers, Producers And The Environment” “Deforestation Can Be Reversed Sustainably and Profitably” “Global Branding Opportunities for Social Ventures” “Cutting Edge Issues in Housing” |
Networking Opportunity in the Liberty Room: Enjoy private conversations with the speakers from the previous session while joining others networking over coffee and tea in the Liberty Room.
3:45 p.m. – 5:00 p.m. Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
| TRACK I Innovations -Salon A Case Studies of Social Investing By Wealthy Families |
TRACK II Analysis – Salon B How To Talk To Your Consultant About Social Investing? |
TRACK III Issues – Salon C Case Studies In International Social Investing |
| “One Family’s History with SRI” Molly Stranahan, Stranahan Family Chair of Finance Committee The Needmore Fund “Learning From A Lifetime of Social Investing” “Business Leadership Networks And Wealthy Families” |
“How Do Consultants Look At Social Investing?” Dan Tarlas Senior Consultant Asset Consulting Group |
Case studies by three of the industry leaders will set the standard. They will also describe the current collaboration to create a global standard for international social research internationally and global corporate advocacy issues. They will also discuss the new global environmental reporting standard developed by a CERES-related collaborative group.
Karina Litvack Geeta Aiyer Steven Hoffman |
Networking Opportunity in the Liberty Room: Enjoy private conversations with the speakers from the previous session while joining others networking over coffee and tea in the Liberty Room.
5:00 – 6:00 p.m. – Keynote Address
“Social Investing: The Global Challenge Ahead”
Amy Domini
Managing Principal and Founder
Domini Social Investments; and
Co-Creator
The Domini Social Index
6:00 – 7:00 p.m. – Cocktail Reception
Dinner on Your Own
Many Conference participants and sponsors are organizing private networking dinners.