Trojan Horse Of Love

The Trojan Horse of Love is the heartfelt story of 20 tiny clusters of leaders who have created a powerful new method of innovation to manifest sustainability over the last 30 years based on love, trust, and generosity.

KINS Method

Tipping Point Network

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Finca Sagrada

(Sacred Land Farm) is an intentional community located in a powerful Andean Valley in Southern Ecuador.

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
Caldwell Dominican Sisters and Director, Tri-State Coalition for Responsible Investing

Kim Gluck
Principal
State Street Global Advisors

Joseph F. Keefe
Executive Vice President
Citizens Funds

Farha Joyce Haboucha
Senior Portfolio Manager
Rockefeller & Co., Inc.

Jean Pogge, Moderator
Senior Vice President
South Shore Bank

Shari Berenbach
Executive Director
Calvert Foundation

Dennis White
Director of Social Investments
Metropolitan Life Insurance Co.

Mark Regier
SRI Research and Advocacy Coordinator
MMA Praxis Mutual Funds

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
Joseph Keefe, Executive Vice President

Domini Social Investments
David Wieder, Managing Principal

Pax World Fund
Tim Grant, President

1999 winner Stephen Moody, Moderator
Senior Portfolio Manager
United States Trust Company of Boston

Jay Falk, Moderator
Founder
SocialFunds.com

Julia Binder
Internet Marketing Manager
Calvert Group

Meg Voorhees
Director, Social Issues Service
IRRC

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
Director, External Affairs
NCCA (National Community Capital Association)

Kerwin Tesdell
President
CDVCA (Community Development Venture Capital Alliance)

Donna Katzin
Executive Director
Shared Interest

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”
Rebecca Adamson
Founder
First Nation’s Development Corporation

“Dramatically Increasing Investment Advisors’ Use of Social Products”
George Gay
First Affirmative Financial Network

“A High Performer Bursts onto the Scene”
Mark Epstein
President
Flow Trading Partners

Michael Lapat
Vice President
Flow Trading Partners

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
Portfolio Manager
Dreyfus Funds

Steve Lydenberg
Director of Research
Kinder, Lydenberg & Domini & Co., Inc.

Stan Craig
Senior Director, Sales and Marketing
Merrill Lynch Defined Asset Fund

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”
Tony Banks
President
Atlas America

“Deforestation Can Be Reversed Sustainably and Profitably”
Dr. Noel Brown
Chairman
Friends of the UN Fund
(Speaking for Kafus Industries)

“Global Branding Opportunities for Social Ventures”
Bradley Carver
President
SafeScience, Inc.

“Cutting Edge Issues in Housing”
Robert Levin
Executive Vice President
Fannie Mae

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”
Joshua Mailman
President
Sirius Business Corporation

“Business Leadership Networks And Wealthy Families”
Susan Davis
President
Capital Missions Company

“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
Director of Ethical Research
Friends Ivory & Sime

Geeta Aiyer
President
Walden Asset Management
United States Trust Co. of Boston

Steven Hoffman
Managing Partner
Natural Business Communication

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.