November 2: Opening

11:00 Registration

13:00 Opening

Robert Rubinstein - Founder & CEO Brooklyn Bridge-TBLI Group

13:15 Opening Keynote

William K. Reilly, Aqua International Partners, Founding Partner, USA

From Consumables to Renewables: Reducing the Footprint.

13:45 Roundtable TBLI Challenge

Does Sustainable Investment Provide Value?

Throughout the development and growth of sustainable investment, whether public equity or alternative investments, it has been claimed that these type of investments provide long term value, with reduced risk. Is that true? During this TBLI Roundtable, the participants from leading financial institutions will discuss their views of this subject.

Moderator: Rudiger von Rosen, Deutsches Aktieninstitut, Managing Director, Germany

• Toni Symonds, Office of the California State Controller,Deputy Controller, Investments & Governance, USA
  
• Roderick Munsters, ABP, CIO, Netherlands
• Andreas Knörzer, Head Sustainable Investment, Bank Sarasin, Switzerland
  
• Hanns Michael Hölz, Deutsche Bank, Global Head Sustainable Development, Germany
• Barbara Krumsiek, Calvert Investments, President & CEO, USA

15:15 Coffee Break

15:45 Keynote Jeremy Leggett, CEO, solarcentury, UK

"The two great oversights of our time: peak oil meets global warming."

The oil industry's general contention is that the peak of oil production lies far off in the 2030s or beyond. It doesn't. The peak is imminent, and will happen this decade. When it arrives, it will send the oil price soaring beyond today's already dangerous level. This will trigger the worst-ever energy crisis, which itself stands to create severe economic dislocation. Meanwhile, global warming caused by oil, gas and coal burning is in danger of running out of control. Society will be forced, albeit in deplorable economic conditions, to solve oil depletion with a crash programme to accelerate alternative-energy sources. Whether it will do so with the technologies that can also solve global warming and save the planet is an open question.

16:15 Roundtable or Dialogue Climate Change and Energy.

Is there a carbon risk for investment community and what can it do?

Do institutional investors carry a financial risk with respect to carbon emissions? Investors have a diversified portfolio of assets, particularly in the carbon intensive industries that have shown excellent financial returns in the energy sector. Are the companies in these sectors fully disclosing their carbon risk? Will the European Trading Schemes force companies in the industries that have received allocations of carbon, to reevaluate their earnings and risk? Representatives from both sides of the debate will engage and share their perspective on this vital issue.

Moderator: Paul Hohnen, Paul Hohnen Consulting, Australia

• Nick Robins, Henderson Global Investors, Head of SRI Funds, UK
  
• Philippe Spicher, SiRi Company Ltd, Managing Director, Switzerland
  
• Mark Kenber, The Climate Group, Policy Director, UK
• Mark Weintraub, Shell International Limited, Sustainable Development Strategy, Policy & Reporting, UK
  

17:45 Final Remarks

18:00 Reception

November 3

09:00-10:45 Workshops

Open thematic salons organized around particular subjects of interest to conference attendees will run in parallel with all breakout sessions. This allows attendees to further explore topics, network, and stimulate discussion about TBLI.

Investment Advice: Analyst Choice.Some of the leading SRI analysts and asset managers will share their thoughts on what are their favorite companies and why.

Moderator: Bob Campion, Editor, Engaged Investor, UK

• Tonika Hirdman, BANCO, CEO/Global Head Sust. ABNAmro Asset Mgt., Sweden
  What is the rationale behind SRI decisions?
  How can you raise performance by adding non-financial research?
• Mariko Kawaguchi,Daiwa Institute of Research Ltd. DIR- Annex,Senior Analyst Mgmt. Strategy Res. Dept., JAPAN
  What are considered 'Social'---- Japanese investors view.

• Carlos Bendito Prieto, Siri Company/AIS, Managing Director, Spain
  The aim of SRI investment: is it equally understood in every financial market?
  

Certification, Verification - Does Sustainability Certification Improve the Triple Bottom Line?
Case studies on social, environmental and economic impacts.

Moderator: Tensie Whelan, Executive Director of the nonprofit certifier, the Rainforest Alliance, will lead a panel of certified companies who will discuss the social, environmental and economic impacts of certification in forestry and agriculture.

• Luis Pascoal, Da Terra, Ceo & Founder, Brazil,
• Annemieke Wijn, Kraft Foods, Germany
• Mike Mitchell, Chiquita, Corporate Communications, USA

Corporate Governance

May shareholder activism foster a stakeholder oriented Corporate Governance?
CSR and SRI today seem to live on the same planet but on opposite sides.

The two main questions of our workshop will be:

• How can we link the two sides of the planet?

• Can SRI positively influence CSR by demanding a broader, stakeholder oriented corporate governance instead of a narrow shareholder perspective.
This workshop brings together experts "from both sides of the planet" as speakers. Expected participants are CSR and SRI people willing to tackle this issue. They may learn more about what their respective contribution could be to enhance the common idea of socially responsible business and of a better corporate governance at a time.

Moderator: Christoph Weber-Berg, Head of the business ethics desk, Evang. Reformed Church Zurich -Business Ethics Desk , Switzerland

• Ambreen Waheed, Responsible Business Initiative, Executive Director, Pakistan
  How Corporate Governance impact financial bottom line in emerging markets?
• René Nicolodi, Zurich Cantonal Bank, Sustainability Analyst, Switzerland

Corporate Governance in Switzerland

• Mark Van Clieaf, MVC Associates International, Managing Director, USA

CSR and the 5 Levels of Corporate Governance, Innovation & Accountability
- Enterprise Valuation, Sustainability and 5 Levels of Governance and CEO work
- Integrating CSR/SRI with CEO Accountability and Pay for Sustainable Performance
- The role of CSR at each of the 5 Levels of Governance & Innovation

Analyst Meeting: Sector Banking

Leading banks will present their sustainability performance and discuss how they are managing the issue. In addition, they will talk about the challenges they face and how to improve reporting, accountability, and internal awareness raised.

Moderator: Marcel Jeucken, SIRI Company, Sales Manager, Netherlands

• Madeleine Jacobs, ABNAmro, SVP-Head of Group Sust. Development, NETHERLANDS
• Steffen Klawitter, Deutsche Bank Private Wealth Management, Vice President, Germany
• Eric Flamand, Dexia, Sustainable Development Officer, France
  
• Elena Flor, San Paolo IMI, Head of Social Responsibility Unit, Italy
• Sonjoy Chatterjee, ICICI Bank UK Ltd., Managing Director & CEO, India

10:45-11:15 Coffee Break

11:15-13:00 Workshops

(Open Thematic Salons)

Scenario Workshop-Future of SRI

Join us for an interactive strategic conversation on the future of SRI as a community and long-term project. Guided by an experienced foresight specialist and a "working" scenario framework, we'll discuss the opportunities and challenges for creating and shaping a better future for the SRI community and its stakeholders. A sampling of questions we'll explore together includes;

What to anticipate and prepare for in the years ahead?
What are our blindspots and constraints?
What are the opportunities we're not seeing?
What is our long term vision? We can all imagine a failure scenario, but do we know what success looks like and how to achieve this?

Rather than providing definitive answers, the session aims to challenge, provoke, and get people thinking differently about the possibilities ahead. The goal is also to give a flavor of this way of thinking and process for future programs and events.

Moderator: Nicole Boyer, Adaptive Edge, CEO, Canada

Microfinance -Does Microfinance offer a low risk investment opportunity, with maximum impact for small entrepreneurs?

Moderator: Guillaume Taylor, de Pury Pictet Turrettini & Cie S.A., Partner, Switzerland

• Geoff Davis, Unitus, CEO, USA
  With an estimated shortfall in capital running into the tens of billions of dollars what is the opportunity for social responsible investment in microfinance?
  Why it is important that commercial capital be mobilized to fill the supply-demand gap, How to create a blended value return from investments in microfinance both in debt and equity.
• Niveen Abboushi-Sharaf, MicroServ,Director of Social Fusion, Jordan
  Double Bottom Line: Poverty Alleviation or Realized Profits?

• Rosalind Copisarow, ACCION International, Senior Vice President of International Operations, UK
  Investment Opportunities in Microfinance
  What are the microfinance investment opportunities available at the moment? What is the expected return and what are the risks associated with each? Where do we see this mix moving? How many of these current opportunities provide strictly social return, and which are likely to - or already do - provide financial return as well? What is the right mix of funding instruments that can attract potential investors to microfinance? And does that mix make sense for the microfinance institutions themselves?

• Gil Crawford, MicroVest Capital Management, LLC, General Manager, USA
  

Alternative Investments I- Experience sharing of sustainable private equity funds. Where have they invested? What can be learned from the lemons and the plums?

Moderator- Count Albrecht Matuschka, Matuschka Group, CEO, Germany *

• Bill Corry,Impax, Investment Manager, UK
  Is investing in the recycling sector profitable?
  
• Roger Frank, Developing World Markets, Managing Director, USA¶Socially pro-active private equity investments with real market returns? You must be kidding or "life on the road" revolutionizing the capital markets.
• Christine Eibs Singer, E+Co, Deputy Executive Director, USA
  The "in between" space - Can investments that combine public purpose and business-like behavior produce results?
• Philipp Kauffmann, UNDP, Program Specialist for Business and Biodiversity in the Energy and Environment Group. Germany

Local Entrepreneurship Facility: How can Donor Agencies assist investment in and growth of emerging market SMEs?

Shareholder Engagement-Various approaches in dealing with this growing phenomenon. What is effective? Does it provide value? How to improve?

Moderator- Prof. S. Prakash Sethi, University Distinguished Professor-Zicklin - School of Business, President ICCA, USA

• Max Keiser, Founder & CEO Karmabanque, USA
  Monetizing dissent: How to aggregate and transfer global anti-corporate sentiment back onto the corporate balance sheets from where it came
• Erik Breen, Robeco, Head SRI and Corporate Governance, Netherlands
  Engaging with companies in practice
  Why and how can asset managers engage with companies? How to decide which companies and which topics to press or not? How can engagement work or fail? Practical examples of engaging with companies from an asset management point of view.
• Paschen von Flotow, Sustainable Business Institute at European Business School, Managing Director, Germany
  Impact of (engaged) SRI: Does engagement make a difference to companies? Can the impact be observed?
  

13:00-14:30 Lunch

14:30-16:15 Workshops

Open thematic salons organized around particular subjects of interest to conference attendees will run in parallel with all breakout sessions. This allows attendees to further explore topics, network, and stimulate discussion about TBLI.

Faith and Finance-How various religious institutions deal with the issue of money and investment?

Moderator - Jonkvrouwe Peronne P. Boddaert, Remonstrants Predikant, Netherlands

• Michael Gassner, Michael Gassner Consultancy, Director, Germany
  Islamic Finance: Threatens Interest sustainability? Is the real and financial economy disconnected?
  
• Alexander Damians, Salesians of Don Bosco, Head of Training and Investments, Italy
  Being evangelically poor..., and yet investing money?
  Poverty is commonly taken as a factor against human development. Evangelical poverty on the contrary is a challenge for deeper human values and for justice in the world." Under which circumstances and conditions can financial investments be in harmony with evangelical poverty?"
• Russel Sparkes, Methodist Church-Central Finance Board, CIO, UK
  Church Investors-Global Pioneers, Global Network.
  

Alternative Investments II - Experience sharing of sustainable private equity funds . Where have they invested? What can be learned from the lemons and the plums?

Moderator- Count Albrecht Matuschka, Matuschka Group, CEO, Germany

• Tom Murley, HG Captial, Director, and Head of the Energy Team, UK
  Future of wind farm finance
  

• Vineet Rai, Aavishkaar India Micro Venture Capital Fund, CEO, India
  Micro-equity in emerging markets
  

• Margaret Rainey -Global Solidarity Fund Int. AB-Church of Sweden, Vice President, Sweden
  Poverty alleviation and humane development through commercial investment?
  Is combining development aid, responsible resource management, capacity building and profitable financial investment a recipe for success? Global Solidarity Fund International AB, an initiative taken by the Diocese of Västerås, Church of Sweden, designs and invests in forest projects in Africa that provide economic, environmental and social benefits.
• Mark Baij, Aloe Private Equity, Investment Manager, UK
  

Emerging Markets: The perspective on sustainable investment as seen by the various emerging markets.

Moderator: Amber Nystrom, Social Fusion, Founding and Executive Director, USA

• Paulo Bellotti, Axialpar, CFO, Brazil
  Is it possible to expand and capture value by branding organic
  processed vegetables produced by a group of small-scale farmers?
  Case Study:Is it possible to expand and capture value by branding organic processed vegetables?What are he challenges in starting and expanding an organic processed salad/vegetable business: branding and introducing new product concepts; organizing the value chain; converting the production base to organic; growing profitably.
  
• Somak Ghosh, Yes Bank, Country Head - Corporate Finance, India Importance of CSR / SI in emerging markets. What is the role of banks in providing capital, and how as a Public Trust institution can it influence investment decisions particularly in CSR / SI activities.
  
• Nqaba Bucwa, Frater Asset Management, Portfolio Manager, South Africa
  The role of business in a developing and transforming society.- Triple Bottom Line in Practice - The South African experience.
  
• Adiba Ighodaro, Actis, an emerging markets private equity fund manager, UK

Multiplying Returns through High Impact Equity Investments in Emerging Markets - special focus on pan-Africa investing.

High Net Worth Investors & Sustainable Investment- Experiences by various high net worth investors as to what are they doing in the triple bottom line investing area and why?

Moderator:Robert Rubinstein, Brooklyn Bridge-TBLI Group, Founder & CEO, USA

• Stephen Brenninkmeijer, Andormeda Fund, CEO, Netherlands
• Dirk Brouwer, Managing Director of Sequoia and Executive Director of Catalyst Microfinance Investors., Netherlands

Why microfinance is emerging as an attractive investment sector for individual and other private equity investors

16:15-16:45 Break

16:45-18:30 Workshops

(Open Thematic Salons)

Strategy Session: Global Energy Crisis Risks and Opportunities for Financial Sector

Moderator: Susanne Bergius, Journalist Expert for Sustainability, CSR and SRI, for - among others - Handelsblatt, Germany

• Michael Eckhart, President, Solar International Management, Inc. (SolarBank), and President, American Council On Renewable Energy (ACORE), USA
  Scaling Up the Financing of Sustainable Development: Global Development Bonds and SolarBank
• Jeremy Leggett, CEO, solarcentury, UK
  Global energy crisis? -Oil companies and oil governments, whether wittingly or not, are effectively covering up rapid depletion of the product on which society has come to depend while stoking addiction and holding back alternatives. The oil topping point, the day half all the world's oil is used up, is not far off. When it arrives, it will trigger unforeseen soaring prices, the worst-ever energy crisis, and economic chaos. Meanwhile, global warming caused by oil, gas and coal burning is in danger of running out of control. Society will be forced, albeit in deplorable economic conditions, to solve oil depletion. Will it do so with the forms of energy that can also solve global warming and save the planet?
• Armin Sandhövel, Allianz Group, Head Allianz Climate Core Group, GERMANY
  Climate Change, Low Carbon Energy & the Financial Sector: An Agenda for Action

Fund Performance & Strategy- Are SRI funds performing and what are some strategies for creating and maintaining a sri portfolio.

Moderator: Matt Christensen, Eurosif, Executive Director, France

• Helena Colle, Dexia Asset Management, Deputy Global Head Investments. Belgium
  Sustainability and business relevance

• Rolf Iten, INrate, Managing Director, Switzerland
  "Best in Service"- What do consumers really want?
• Mark Campanale, Henderson, Head SRI Business Development, UK
  Industries of the Future Fund
  

TBLI Research - Non financial criteria and other risks? The latest research from some of the leading thinkers and practitioners in the field. In addition, some exciting new pan-european initiatives to speed up the process of sustainable investment institutionaliztion.

Moderator: Robert Earhart, Brooklyn Bridge-TBLI Group, Director Consulting, USA

• Prof. Dr. Henry Schäfer, University of Stuttgart, Professor, Germany
  Screening companies - a critical assessment of the international market for CSR ratings.
• Raymond van Ermen, EPE-European Partners for the Environment, Executive Director, Belgium
• Claudia Volk, WestLB, Associate Director SRI Research, Germany
  Dance with the dragon -Which non-financial risks may arise when doing business in China? China 's economic story of success attracts many international investors and companies. Nearly all German DAX companies built up relationships to China. This is just one side of the coin. The strong economic growth is linked with many negative implications for society and ecology. Human rights' violations, poor working conditions, ecological disasters, How do German DAX companies deal with these challenges?

Geographic Focus: The German Experience with SRI.

Moderator-Ralf Frank, DVFA-German Society of Investment Analysis and Asset Management, Germany

• Walter Kahlenborn, German Social Investment Forum, Director, Germany
  What are the hot topics of the German SRI Market?
  A look into the hot issues which are driving the German SRI Market this year and the coming years. Do we have any chances to catch up with the UK?
• Katja Titulski, OeKB Oesterreichische Kontrollbank, Analyst, Austria
  OeSFX - OeKB Sustainability Fund Index
  

• Eckhard Plinke, Bank Sarasin, Head Sustainability Research, Switzerland
  Socially Responsible Bond Investment-While Socially Responsible Investment is associated with investment in equities normally, the investment style of institutional investors is often tilted towards bonds. This applies for German institutional investors especially.

• Axel Wilhelm, Siri Company/Scoris, Director, Germany
  Sustainability of DAX 30 Corporations-
  Who are the most sustainable corporations in the DAX 30 and why?
  How do German DAX 30 corporations perfom in relation to their international peers?
  

18:30 -19:30 Reception

19:30 Gala Dinner

20:30 TBLI Award

20:40 Gala Dinner Speech -TBA

21:00 Open Mike Presentation

23:00 After Dinner Party Organised by SAM and Stoxx

November 4

09:00-09:30 Keynote:

Michael Eckhart, President, Solar International Management, Inc. (SolarBank), and President, American Council On Renewable Energy (ACORE), USA

"Financing Solar Energy: Why it is more difficult than it seems, and possible solutions"

09:30- 11:00 MDF-Millennium Development Goals

How finance impacts countries? What can be done to reach these goals?

Moderator: Jonathan Wootliff, Jonathan Wootliff Consulting, Belgium

• Bruno Wenn, KFW, Senior VP, Germany
  
• Maritta Koch-Weser, GEXSI-Global Exchange for Social Investing, Germany
• Sascha Gabizon, WECF-Women in Europe for a Common Future, Executive Director, Netherlands
• Franz Knecht, Connexis AG- Strategy Consultants, Managing Partner, Switzerland
  

11:00-11:30 Coffee Break

11:30-12:00 Rana Kapoor, Yes Bank, Managing Director &CEO, India

The Business case for Sustainable Investments in Emerging Market

12:00-13:30 Roundtable Debate

Sustainable Investment Asset Class

Moderator: Robert Rubinstein, Founder & CEO, Brooklyn Bridge-TBLI Group, USA

• Dr. Joachim Faber, Allianz Global Investors, CEO, Germany
• Shuichi Komori, Daiwa SB Investments, President & CEO, Japan
• Serge Ledermann, Lombard Odier Darier Hentsch & Cie, Head of Asset Management, Switzerland
• Tiziano Bellemo, Sanpaolo IMI Asset Management SGR, Director - Head of Equity and Fixed Income Funds, Italy
  

13:30-13:45 Closing Remarks