Joan Bavaria, Trillium Asset Management , CEO USA Jermyn Brooks, Transparency International, Executive Director and CFO, United Kingdom S. Prakash Sethi, Ph.D ZICKLIN - SCHOOL OF BUSINESS Baruch College-CUNY, University Distinguished Professor, President of ICCA, Inc., USA
Moderator: Paul E. Metz, INTEGeR... consult, managing consultant, Netherlands
Jean Pogge, Shorebank, Senior Vice President, USA The Business Advantage of a Triple Bottom Line How can a focus on a social purpose mission and on conservation help develop the business? In what ways does a triple bottom line company have a competitive advantage? In what ways can social mission help increase customer loyalty and profitability. Neil Dunn, Kempen Capital Management, Netherlands Diversification into Small Caps Jacob de Wit, SNS Asset Management, Head Fixed Income Team, Netherlands Fixed Income SRI
Corporate Governance
Moderator: Barbara Krumsiek, Calvert Investments,President & CEO, USA
Anne Simpson, Global Corporate Governance Forum-World Bank, Manager Global Corporate Governance, United Kingdom Corporate Governance and Corporate Responsibility-What is the Link? Experiences from Developing Countries
Paul Frentrop, Deminor (shareholder advisory), Director Netherlands The History of Corporate Governance-What can we learn from history? How were corporate governance questions solved in the 17th, 18th and 19th century?
Peter Wilson, WSP Environmental,Director UK, US and South African United Kingdom Sustainability Management Systems - Practical Implementation Can management systems deliver sustainability for a business? How do we operationalize sustainability and what is the impact on the corporate triple bottom line?
Corporate Ratings
Moderator: Ivo Knoepfel, onValues, Managing Director, Switzerland
Anne-Maree O'Connor, CoreRatings, Managing Director, United Kingdom How to convince the financial community that you are properly managing y the value effects of your material business risks?'
Stephen Hine, EIRIS-Ethical Investment Research ,Head of International Relations, United Kingdom VQS Project EU Quality Assurance in Screening Process "How to watch the watchdogs: Establishing accountability amongst SRI research groups with the Voluntary Quality Standard" What level of transparency should the SRI/CSR community expect from SRI research groups? How can Companies and investors be certain that SRI research groups do what they say they do?
Johan Piet, Transparability, Director, Netherlands The benefits of independent assurance The required quality of the information, used in the communication on social responsibility, is highly dependent on the financial and reputation risks of misstatements.
Henk de Jong, Bhutan & Partners Foundation, Coordinator, NETHERLANDS Gross National Happiness:Buddhism and Money James Barringer, Dow Jones Islamic Market Index, Regional Sales Director, USA
The screens, impact, and lessons learned In Islamic investing by Dow Jones Indexes. What are the similarities between Islamic investing and SRI? What Islamic investing can learn from SRI and SRI from Islamic investing?
Francis G. Coleman Christian Brothers Investment Services, Inc., Executive Vice President SRI, USA Faith-Based Investing: A New Paradigm or Old News What can a Catholic approach teach us about responsible investing? Can shareholder engagement modify risk?
SRI & Development
Moderator: Franz Knecht, Connexis AG Managing Partner, SWITZERLAND
Ben Simmes, Oikocredit, Director Membership and Investmentss, NETHERLANDS Private investments in development Which initiatives presently exist which enable individuals to invest in development? How can other parties play a role in encouraging private investments in development? Flavio Weizenmann, Banco ABN AMRO REAL - Brazil,Head of Microcredit, Brazil Micro finance: an efficient tool to fight poverty Why are commercial banks potentially strong players in Micro finance? What are the challenges that we face?
Alice Chapple, CDC Capital Partners, Manager, SRI Team, United Kingdom Private equity and social impact assessment - conflict or mutual gain? How CDC seeks to incorporate meaningful social (and environmental) impact assessment into the private equity process
16:15-16:45 Break
16:45-18:30 Workshops
Analyst Meeting: IT
Moderator: Chris Moon, CSR Global, Director, United Kingdom
David Stangis, INTEL Corporation,Manager, Corporate Responsibility, USA
Kiyoto Furuta, Canon, General Manager, Japan Canon's Environmental Management Strategies
Henk de Bruin, Philips International BV,Manager of Corporate Environmental & Energy Office, Netherlands
Takao Sato, Ricoh Co. Ltd., Assistant General Manager, Japan
Robert H. Montgomery, Head, Environment and Social Unit Private Sector Department,IADB-Inter American Development Bank, USA Private sector financing through multilateral organisations and environmental& social risk assessment/management Kirsty Jenkins Thomas, ISIS, Senior Analyst Governance & SRI, United Kingdom Portfolio Protection - Investor Focus on Credit Risk Assessment What steps is the banking sector taking to address social and environmental factors in credit risk assessment? What are the major challenges involved for the banks and their shareholders?
Ben Bingham, Legg Mason Wood Walker, USA Blood/Money How does money essentially transform in moving through our lives? Can the image of money as society's blood be instructive?
Peter Koenig Enterprises, Peter Koenig, Director, SWITZERLAND Money: Servant or master? If money could talk what would it say about your relationship to it? Would you agree?
Shareholder Engagement
Moderator: John Hill, John Hill Consulting, Corp. Sustainable Business Manager, UNITED KINGDOM
Volker Deibert, Assoc. of Institutional Shareholders, Director, GERMANY
Doug Cogan, IRRC-Investor Responsibility Research Center, Deputy Director, Social Issues Service , USA Corporate Goverance and Shareholder Activism: Making the Social Issues Connection
Peter Chapman, Shareholder Assoc for Research & Education, Executive Director,Canada Shareholder Engagement and Corporate Reporting
Sustainable Private Equity
Moderator: Timo v.d. Brink, Netherlands Diana Propper de Callejon, Expansion Capital, Managing Director,USA Five Year Outlook on Private Equity Investment Opportunities in Clean Technology What are the most compelling investment opportunities in energy, water, advanced materials and other clean technologies? How to invest in these opportunities to mitigate risk and maximize returns? Jean Pierre Sweerts, Rabobank Netherlands, Head Sustainable Developments, NETHERLANDS Creating value by sustainable private equity Have investments in the sustainable energy sector created shareholder value in the last years? How can sustainability create value for private equity investments? Adam de Sola Pool, ENVIRONMENTAL INVESTMENT PARTNERS, Director, POLAND Sustainable Private Equity in EU Accession Countries: Trends and Realities.
18:30-19:15 Reception
19:30 Gala Dinner
20:30 Gala Dinner Speech
Surprise presentation
09:00-10:45 Workshops
Analyst Meeting:Mining
Moderator: Pierre Trevet, Managing Director, Innovest, France
Edward Bickham, Anglo American PLC,Executive Vice President, External Affairs, United Kingdom
Ian B Wood, BHP, Vice President - Sustainable Development, AUSTRALIA
OECD Guidelines
Moderator: Julie McDowell, Standard Life Investments, SRI Research manager, UNITED KINGDOM
Marinus Sikkel, Ministry of Economic Affairs,Chair OECD Comm.on Int. Investment and MNE's THE NETHERLANDS The OECD Guidelines: maximizing benefits, minimizing risks. How can the OECD Guidelines help TBL investors do what they do better? Are the Guidelines "working"?
Rory Sullivan, Insight Investment, Director Investor Responsibility, UNITED KINGDOM OECD Guidelines: A common investor agenda for corporate accountability? Are the OECD Guidelines a good basis for investor activism? What needs to happen to make them more useful to investors?
Reporting
Moderator: John Hill, John Hill Consulting, Independent Sustainable Business Adviser, United Kingdom
Markus Noethiger, PriceWaterhouseCoopers, Senior Manager, Switzerland The Challenge of Reporting Value Creation Is there more than one bottom line? Modeling external on internal reporting: Do investors know what management knows? What is the challenge in managing, reporting and measuring CSR performance? How can CSR help to restore public trust?
Andreas Kicherer, BASF, head of Eco efficiency Unity, Germany SEE balance as a triple bottom line assessment tool How to demonstrate sustainable management quantifiable socio eco-efficiency analysis and processes?"
Simon Thomas,TRUCOST PLC, Chairman, United Kingdom Can the valuation of external costs lead to a single bottom line?
TBLI Research
Moderator: Chris Moon, CSR Global, Director, United Kingdom
Chris Coulter, Environics International Ltd., President CSR Monitor, CANADA What is the changing public opinion environment that will impact financial institutions? What are the key expectations of financial institutions? How do specific financial institutions rate on CSR? How does the financial industry rate vs. other industries on CSR?
Jan Willem van Gelder, Profundo, NETHERLANDS Who is financing environmental destruction? Most financial institutions in the world, including those who are embracing sustainable investment criteria, are involved in financing environmentally destructive companies and projects. This presentation gives a number of examples, and provides guidelines on how to really integrate sustainable investment criteria in the core operations of financial institutions.
Brenda Plant Consulting, Brenda Plant Consultant, CANADA Mission-based Investing: Why Foundations and Endowments are not Fully Engaging and What to do About it. New empirical data (from Canada and France) on the state and perceptions of MBI among foundations and endowments
Social Investment
Moderator: Ivo Knoepfel, onValues, Managing Director, Switzerland
Matthew Arnold, Global Environment Fund, Director, Business Development, USA Global Forest Financing: The Best of Both Worlds. How to use public/private partnerships to preserve valuable ecosystems, support nearby communities and provide markets rates of return to equity investors?
Chris West, Shell Foundation, Deputy Director, United Kingdom Investment Partnerships in the Pro-Poor Energy Sector What are three ingredients of a successful partnership? What complementary inputs are needed to deliver social benefits in ways that are profitable?
Jacqueline Novogratz, Acumen Fund, CEO, USA Acumen Fund -- Social Investing to solve global problems How can we use philanthropic funds more effectively to invest in both for-profit and nonprofit enterprises? What are the constraints and opportunities to using private resources to solve public problems?
Klaus Tischhauser, Responsability,Project Manager, Switzerland Can the private financial sector support development and poverty alleviation? Case-study on a micro finance investment fund initiative of the Swiss financial market.
10:45-11:15 Break
11:15-13:00 Workshops
Analyst Meeting:Telecom
Moderator: Chris Moon, CSR Global, Director, United Kingdom
Luc Perrouin, France Télécom SG/DENV, Vice President Environment and Sustainability, France
Dr. Charlotte Grezo, Vodafone Group Services, Head of Group Corporate Responsibility, UNITED KINGDOM Dunstan Hope, BT, Social Policy Development Manager, UNITED KINGDOM
Dr Ignacio Campino, Deutsche Telekom AG, Senior Executive Vice President Environmental Affairs, Germany Alberto Andreu, Telefonica, Managing Director Cororate Reputation, Spain
Climate Change Strategy session
Moderator: Paul E. Metz, INTEGeR... consult, managing consultant, Netherlands
Sarah Durham, Jupiter Asset Management,Senior Analyst, United Kingdom Colin Le Duc, Head of Research Operations, SAM Sustainable Asset Management; Duncan Austin, Senior Economist, World Resources Institute "Changing Drivers" - The Implications of Climate Change on Value in the Automotive Sector - Joint study by SAM & WRI What financial risks and opportunities does climate change present for companies in the global auto industry?Which companies are best positioned to grow competitiveness from their climate change strategies?
Justin Mundy, Deutsche Bank, Senior Adviser for Global Markets, UNITED KINGDOM
Deon Binneman, Repucom Director, SOUTH AFRICA Unleashing the value, Engaging stakeholders. How reputation is both an asset and a risk? How reputation risk can manifest itself and damage relationships with stakeholders. It is said that Reputation as an intangible asset directly influences as much as 50% of a company's share price.
Birgitta de Vos, BDV Identity Consulting, Netherlands Good Governance from outside-in or from inside-out? What you'll sow you'll reap.
Wim Vermeir, Dexia Asset Management, Head Global Balanced & Sustainable Management, Belgium Reputation as a corporate asset How is the Reputation of a Company and its Corporate Social Responsibility linked ? What's the impact of Reputation and CSR on its financial performance ?
SRI Performance
Moderator: Shami Nissan, Analyst, Innovest, United Kingdom
Max Deml, Oko Invest, Director, Austria Natur-Aktien-Index (nature stock index) What are the reasons for the NAI outperforming the MSCI World index significantly (by some 60 %) ? What factors had more impact on the financial performance: index policy or technical structure?
Dr. Paschen von Flotow, Managing Director, European Business School Institute for Environment, Germany The benefits of an international independent Fonds-guide: What information can private investors and professionals gain from the european Fonds-guide?Which further information needs should be covered in the future?
Eckard Plincke, Bank Sarasin, Head Sustainability Research, Switzerland Financial Performance of Sustainable Investment - a Permanent Issue in Review What is the discussion about? (esp.: financial performance of sustainable funds/portfolios versus financial performance of sustainable companies; measurement of financial performance: relationship return- risk) What do statistical analyses say about the financial performance of sustainable companies and portfolios? (focus on the results of a study of ZEW Mannheim in cooperation with Sarasin)
Peter Tropper, Acting Portfolio Manager,IFC-International Finance Corporation, USA
Jeffrey Leonard, Global Environment Fund, President, USA Building Sustainable Enterprises
Sara Olsen, SVT Consulting, Founding Partner, USA What are the decision triggers that cause limited partnerships to invest in sustainable private equity? How can startups and funds use social/environmental impact assessment to catalyze investment?
Lunch 13:00-14:30
14:30 TBLI Challenge-Roundtable Discussion on Climate Change
Moderator: Prof. Nigel Roome, Professor Sustainable Development, EUR-Erasmus Center for Environmental Management, Canada
Hirotoshi Kunitomo METI-Ministry of the Economy, Trade and Industry METI`s Industry Structural Council member, Director, Environmental Industry office, JAPAN
Bruno Vanderborght, Holcim Group Support (Zurich) Ltd., VP Climate Protection, Switzerland
