MAKING A PROFIT WHILE MAKING A DIFFERENCE
CONFERENCE 2000
Agenda: Wednesday, May 12, 2000
7:00 – 9:00 a.m. – Breakfast and Keynote Address
“The New Economic Paradigm”
Linda Descano
Director of Social Awareness Investments
Smith Barney Asset Management
9:00 – 9:45 a.m. The Social Olympics: Quantifying Social Dividends
How one actually quantifies social dividends has been puzzling even the leaders of the industry. The experts below have been wrestling with this challenge on how to measure and evaluate the social impact of their work. An expert in each niche of social investing will share their progress. You as an attendee can then decide which area, in your opinion, holds the highest social return … which type wins the Social “Olympics.” Which has the highest “Social” Dividends?
Shareholder Activism?
Tim Smith
Executive Director
Interfaith Center on the Corporate Responsibility
Community Development?
Margaret A. Cheap
President
South Shore Bank
Social Venture Capital?
Woody Tasch
Chairman
Investors’ Circle
Social Screening?
Dianne Saenz
Manager of Social Policy
Calvert Funds
Social Entrepreneurship?
Gary Mulhair
President
Community Wealth Ventures
9:30-10:30 a.m. – Breakout Sessions (Choose one of three Tracks)
Exhibition Area open featuring Sponsor Tables
| TRACK I Innovations -Salon A New Products in Investment Management |
TRACK II Analysis – Salon B How To Do Fiduciary Audits – A Workshop |
TRACK III Issues – Salon C … Of Interest to Foundation Treasurers |
| “Dow Jones’ Two New SRI Indexes” John Prestbo Editor Dow Jones Indexes “The Role of a Socially-Screened High Yield Fund In a Diversified Portfolio” “How a Gay-Friendly Managed Portfolio Has Dramatically Outperformed The S&P” “The Global Fund of Companies Based on ‘The Natural Step'” |
Don Trone Co-Director Centre for Fiduciary Studies In “Formalizing the Industry Standards for Fiduciary Audits,” Trone uses the Centre’s 20-page checklist to teach the fiduciary audit, also addressing the proper application of social criteria to fiduciary standards of care. Trone will also announce which social funds have passed the latest Fiduciary Audit. |
Gerald McCarthy Executive Director Virginia Environmental Endowment Steve Viederman |
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.
11:15 a.m – 12:30 p.m. Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
| TRACK I Innovations -Salon A Leaders Relate the Triple Rewards of Investing in the Third World |
TRACK II Analysis – Salon B Recent Analysis |
TRACK III Issues – Salon C Challenge The Managers |
| Financial social and spiritual rewards of investments in the developing nations.
“Emerging Nations Technology Investments” “Do Emerging Markets Aid the Third World More Than Charity?” “How Is Microenterprise Working?” “A Public-Private Partnership To Give Villagers Information Access” |
“An Attribution Analysis: Why Have the Social Indexes Outperformed the Market?” Dan DiBartolomeo President Northfield Information Services “Tobacco Divestment: The Next South Africa? … An Analysis” Moderator Pietra Rivoli |
One fund and one investment manager will simulate making presentations seeking business. A “prospective client” will then give feedback.
The Managers: Amy Domini Andrew Preston The Prospective Client: |
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. – 2:15 p.m. Luncheon for Delegates and Speakers
“Conversations with …”
Hazel Henderson
Futurist, Author, Economist
Bill Drayton
Founder
Asoka (Ashoka created the field of global social entrepreneurship)
William Carey
Chairman
W. P. Carey & Company
Jerome Dodson
President
Parnassus Investments
These speakers, who have been inspiring to thousands over many years, will share their personal stories. Hazel Anderson will also sign copies of her new book, “Beyond Globalization” and the reference volume she co-created with the Calvert Group, Inc. “Calvert-Henderson Quality-of-Life Indicators.”
2:15 p.m. Conference ends