09:00 hrs Opening by Robert Rubinstein Introduction
09:15 hrs 3P Experience. Seeds for the future are sown today.
09:20 hrs Dr. Wright, Chairman, Global Sullivan Principles, USA
09:40 hrs Dave Mowat, CEO, Van City Savings Credit Union, Canada
10:20 hrs Debate on sustainable banking: • Ulrich Niederer, Head of Structured Finance UBS, Switzerland • Dave Mowat, CEO, Van City Savings Credit Union, Canada • Ms. Astrid Zwick, Head Strategy Office Sustainable Development, Allianz, Germany • Ms. Helen Sahi, Manager, Environmental Group, Fleet Boston Financial, USA
11.00 hrs Break
11:45 hrs Debate among Asset Managers/Pension Funds on issues of governance and triple bottom line investing. On SRI and governance: • Jean Frijns, Chief Investment Officer ABP, The Netherlands • Ms. Barbara Krumsiek, CEO Calvert Group, USA • Takejiro Sueyoshi, Executive Vice President, Nikko Asset Management Co,Ltd, Japan • Roderick Munsters, Chief Investment Officer, PGGM, The Netherlands
13:00 hrs Lunch at the TBLI meeting place
14:30 hrs Afternoon parallel sessions
18:00 hrs Reception
19:30 hrs Dinner at TBLI market After Dinner speaker: • Wouter van Dieren, Director, IMSA Amsterdam • Environment and financial markets
9:00-12:00 hrs Morning parallel sessions
12:00 hrs Lunch at the TBLI meeting place Plenary session, Oxford Room
13:15 hrs Robert Rubinstein Opening
13:30 hrs CEO to be announced
13:50hrs A panel discussion among business leaders: Michael Robertson, Manager Sustainability Affairs, ABB, Switzerland Reinhold Kopp, Director Corporate Governmental Relations, Volkswagen Reto Ringger, CEO Sustainable Asset Management (SAM), Switzerland
15:15 hrs Break
15:45 A Panel discussion among bankers, asset managers and pension funds: Jean-François Théodore, CEO Euronext, France (acceptance pending) Thierry Deheuvels, Director axa Asset Management, France Bart Jan Krouwel, Director Sustainability and Social Innovation, Rabobank, The Netherlands Gary Hattem, President, Deutsche Bank Foundation, USA
16:45 hrs Concluding panel on the way forward in SRI
George Kell, First Secretary, United Nations, USA
• Paul Clements-Hunt, Coordinator Finance Initiative, UNEP, Switzerland • Ms. Joan Bavaria, CEO, Trillium Asset Management, USA
17:45 hrs To be announced Closing Speech
18:00 hrs 3P Experience What you sow, you reap.
18:05 hrs Reception
Parallel Sessions
Thursday 18-10-2001
TBL Funds
Mr. Christopher Wells (SRI Analyst, Unibanco) Mr. Bernie Sheahan (Chief Strategist, International Finance Corp.) Mr. Mark Bytheway (CEO, SIRIS) Mr. Christian Siegfried (Fund Manager, SAM Sustainability Group)
Environmental Reporting
Moderator: Gerd June(Professor, Network University University of Amsterdam) Mr. Simon Berkeley (Director, Environmental Resources Management) Dhr. Johan Piet (President Sustainability Working Party, Federation European Accountants)
TBLI Performance
Moderator: Marcel van Marrewijk (Board Member,Triple P Performance Centre) Mr. Tim Benijts (Researcher Dept. of Economics, Handelshogeschool Antwerpen) Mr. Matteo Bartolomeo (Director, Avanzi Srl.) Ms. Deni Greene (Director, Deni Greene Consulting Services) Ms. Janice Carpenter (President, Ethical Investment Services)
TBL Screening
Mr. Timo van den Brink (Board Member,Triple P Performance Centre) Mr. Arved Lueth (Corporate Citizenship Manager, Centre for Corporate Citizenship) Mr. Jonathan Barber (Managing Director, SERM) Mr. Kirein Franck (Head of Research, Imug Investment Research)
Social Auditing
Moderator:Ms. Ingid Groenen (Consultant, Ingrid Groenen Consulting) Mr. Simon Zadek (Chairman, Institute of Social and Ethical Accountability) Mr. Dick Spangenberg (Dick Spangenberg , Director Ms. Charlotta Sydstrand (Social Analyst, Caring Company)
TBL Strategy
Moderator: Mr. Fred de Leeuw ( Director, Dilemma Consulting) Mr. Brian Pearce (Director, Centre for Sustainable Investment and Forum for the Future) Mr. Robin Edmé (Associate Partner, Terra Nova Conseil)
Environmental Indicators
Moderator: Dr. Ruth Hillary (Editor-in-Chief, Corporate Environmental Strategy) Dr. Arthur Braunschweig (Managing Partner, E2 Management Consulting AG) Mr. Paul Pritchard (Group Environmental advisor, Royal & Sun Alliance) Mr. Fred Lynds (Head of Environmental Management, Prudential Plc)
Foreign Direct Investment -Sustainable Production
Moderator: Mr. Franz Knecht (Managing Partner, Connexis AG) Raymond van Ermen (Executive Director, European Partners for the Environment) Ms. Bregje Hamelynck (Sustainability Manager, FMO) Mr. Ari Huhtala (Project Manager- Cleaner Production Financing,UNEP) Moderator: Mr. Franz Knecht (Managing Partner, Connexis AG)
Value and Values
Ms. Birgitta de Vos ( Director, Birgitta de Vos bv) Ms. N. van der Keijn Mr. Peter Koenig (Director, Peter Koenig
Sustainable Private Equity
Moderator: Mr. Robert Rubinstein (Founder and CEO, Brooklyn Bridge, Chairman Triple P Performance Foundation) Mr. Frank Vorhies (Head, Economics Unit, International Union for the Conservation of Nature)
TBL Funds-Analysis
Moderator: Barbara Krumsiek(President & CEO, Calvert Investments) Mr. Marcel de Berg (Director, Your Good Choice) Ms. Angela de Wolff (Qualitative Analyst, Lombard Odiers & Cie)
TBL Indexes
Moderator: Ms. Sarojini Persaud (Director, AccountAbility Institute) Mr. Stephen Hine (Head of Research, EIRIS-Ethical Investment Research) Mr. Peter de Graaf (Head of Business Development, FTSE International) Mr. Michael Jantzi (CEO, Michael Jantzi Research Associates)
Climate Change & Investment
Ms. Helen Sahi (Manager Environmental Group, Fleet Boston Financial) Mr. Andrew Dlugolecki (Director, Andrew Dlugolecki Consulting)
Environmental Reporting
Moderator: Dhr. Johan Piet (President Sustainability Working Party, Federation European Accountants) Dr. Ruth Hillary (Editor-in-Chief, Corporate Environmental Strategy) Mr. Hewson Baltzell (CEO, Innovest Strategic Advisors)
Corporate Citizenship
Moderator: Mr. Johan Wempe (Partner KPMG, KPMG Ethics & Integrity Consulting) Mr. George Starcher ( Secretary General, EBBF) Mr. Antonio Gaudioso (Director of External Affairs and Fundraising, Cittadinanzattiva) Mr. Eric Steedman (Consultant,Verite)
Friday 19-10-2001
TBLI Research
Moderator: Mr. Marcel van Marrewijk (Board Member,Triple P Performance Centre) Dr. Johannes Schmidt(Researcher, European Business School - Institute for Environment ) Mr. John T. Ganzi (Chairman, Finance Institute for Global Sustainability) Mr. Duncan Austin (Senior Associate, WRI-World Resources Institute)
Social Auditing
Moderator:to be announced Ms. Sarita Bartlett (Head of Environmental/Socially Responsible Research, Storebrand) Mr. Matthew Savage (Chief Knowledge Officer, Meyer Monitor B.V.) Mr. Craig Muir (Corporate Business Development Manager, SGS International Certification Services SA)
TBL Screening - Research
Moderator:Mr. Simon Zadek (Acting Chief Executive,Institute of Social and Ethical AccountAbility) Ms. Berit Johannsen (Consultant, Navigent) Ms. Sabine Doebeli (Head Environmental Research IRU, Zürcher Kantonalbank) Dr. Andreas Sturm (Partner, Ellipson Ltd.)
TBL Screening
Moderator: Mr. Timo van den Brink (Board Member,Triple P Performance Centre) Ms. Geneviève Ferone (CEO, ARESE SA) Mr. Jacky Prudhomme (Head Int. Relations, Senior Analyst, ARESE SA) Ms. Helene Lindeman (Manager Swedish Environmental Fund, The Natural Step) Dr. Michael Hopkins (Professor of Corporate and Social Research, MHCi Ltd)
Foreign Direct Investment
Moderator: Mr. Franz Knecht (Managing Partner, Connexis AG) Mr. Maurits Henkemans (Senior Policy Officer Energy, Ministerie van Economische Zaken) Mr. Philippe Bergeron( Asia-EcoBest Project Manager, REIT-Regional Institute of Environmental Technology)
Pension Reform
Dr. Robert Howell, Professor, Massey University Mr. Robin Edme, Terra Nova Conseil Mr. Walter Kahlenborn, FORUM (German Social Investment Network)
Reputational Risk
Moderator: Mr. George Starcher ( Secretary General, EBBF) Ms. Anne-Mette Jørgensen (Issues Manager consultant, IMSA Amsterdam) Mr. Leen Paape (Partner, Strategic Risk Services and Integrity & Compliance Risk Management, PricewaterhouseCoopers) Mr. Harish Bhayani (Senior Manager, Proactive Reputation Management)
Shareholder Engagement
Moderator: Ms. Sarojini Persaud (Director, AccountAbility Institute) Ms. Karina Litvack (Director Research S.R.I, Friends Ivory & Sime) Mr. Alan MacDougal (Director, PIRC-Pension Investment Research) Ms. Jo Render (Program Officer-Corporate Engagement, First Nations Development Institute) Mr. Thierry Wiedemann-Goiran (VP ORSE, Adj. Director General, Macif-Gestion)
Marketing of TBL Funds
Moderator: Ms. Jeanne Bloch (Director, Sept ou 8) Mr. Dirk Coeckelbergh (Director Commercial Policy, BACOB Bank) Mr. Mark Campanale (SRI Business Development Manager, Henderson Global Investors)
Micro Credit
Moderator: Mr. Marcellor Palazzi (Founder and President, Progressio Foundation) Mr. Gert van Maanen (Director, Oikocredit- Ecumenical) Ms. Eva Stenius (JAK Consultant, JAK Medlemsbank)
Sustainable Private Equity
Moderator: Mr. Robert Rubinstein (Founder and CEO, Brooklyn Bridge, Chairman Triple P Performance Foundation) Mr. Adrian Court (Managing Director, Delphi International) Mr. Georg Furger (Vice President, Portfolio Management, Credit Suisse) Mr. William C. Osborn (Director, Commons Capital)
Religion and Money
Moderator: Mr. Fred de Leeuw ( Director, Dilemma Consulting) Ms. Paola Triolo (Author, ARC)
TBL Funds
Moderator: Marcello Palazzi (Founder and President, Progressio Foundation) Mr. Toby Belsom (Company Analyst, Morley Fund Management) Mr. Eric Steedman (Consultant, Groupe Investissement Responsable) Ms. Emma Howard Boyd (Head Environmental Research Unit, Jupiter Asset Management)
