Program TBLI 2007 Bangkok

May 24

09:00 Welcome

Location: Ballroom (7th Floor Landmark)

Giulio Franzinetti, 3IG/TBLI Associate, Member of Advisory Board, Italy

09:15 Keynote

Location: Ballroom (7th Floor Landmark)

Naina Kidwai, Group General Manager, Chief Executive Officer, HSBC India

09:45 Keynote

Location: Ballroom (7th Floor Landmark)

Richard Laing, CDC, Chief Executive Officer, UK

10:15-11:00 TBLI Roundtable Challenge - The future of emerging markets

Location: Ballroom (7th Floor Landmark)

Moderator: Giulio Franzinetti, 3IG/TBLI Associate, Member of Advisory Board, Italy

11:00-11:30 Coffee Break

Location: Foyer (7th Floor Landmark)

11:30-12:45 TBLI Roundtable- Carbon Trading

Location: Ballroom (7th Floor Landmark)

Moderator: Jonathan Wootliff, TBLI Associate, UK

Richard Burrett, ABN AMRO Bank N.V., Managing Director, Sustainable Developments, Global Markets, UK
Seiichiro Nishida, Mitsubishi UFJ Securities Co., Ltd., Deputy Chairman of Clean Energy Finance Committee, Japan

12:45-13:15 Keynote

Location: Ballroom (7th Floor Landmark)

H.E. Piyasvasti Amranand Ph.D., Minister of Energy, Thailand

13:15-14:30 Lunch

Location: Conservatory room, Sukhumvit 1 and Foyer on 7th floor.

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.

Location for Workshops-Ballroom, Sukhumvit 1, Sukhumvit 2, Sukhumvit 3, Sukhumvit 4, Sukhumvit 5,

1) Social Entrepreneurs

Location: Sukhumvit 2

Moderators: Filippo Addarii, Acevo-Association of CEO of Voluntary
Organizations, Head of International Program, UK
Giulio Franzinetti, 3IG, Member of Advisory Board, Italy

Speaker 1: Jack Sim, World Toilet Organization, Founder, Singapore
"The search for meaning"
Toilet was a taboo subject until, the
establishment of World Toilet Organization in
2001 with the mission of Better Toilets for Everyone.
Today, the taboo is progressisvely breaking down.
With 2.6 Billion people still havng no access to
proper sanitation , the subject has been more critical
than before.
1)What can we do about this?
2)What has World Toilet Organization done?
Speaker 2: Nic Frances, Coolnrg, Chairman and CEO, Australia
"The Environmental Crash"
1) Can the market respond for environmental good?
2) Who are the companies that will succeed and will
they do so purely for profits or will they be more
social enterprises?
Speaker 3: Marie So, Ventures in Development, Co-Founder, China
"Yaks for Development – Social Enterprise in China on the Rise"
Can businesses actually achieve a social mission?
Can development projects achieve financial sustainability?
Speaker 4: James Minney, People Tree, Co-founder, Japan
"Taking Fair Trade to Mainstream Customers"

2) Alternative Investments

Location: Sukhumvit 3

Moderator: Eric Usher, Head, Renewable Energy and Finance Unit,
Energy Branch UNEP, France

Speaker 1: Bill Hartnett, Innovest Strategic Value Advisors, Australia
"The State of Sustainability in Global Listed Real Estate Investment
Trust Sector"
Speaker 2: Jay Shepherd, Shibley Righton LLP, Senior Partner, Canada
"Private Investments in New Environmental Technologies:
Having Your Cake and Eating it Too"
1. What are the special personnel, technology,
financial and leveraging issues facing investors
in environmental technology startup companies?
2. How do top angel and VC investors in North
America address those issues and turn them into
advantages rather than barriers?
Speaker 3: Jean-Pascal Tranië, Aloe Private Equity, France
“how to develop clean energy projects in Asia: two examples
1 – a build up of biomass plants in India
2 – a greenfield development of coalbed methane in China”
Speaker 4: Luisa Montes, Ecobanca A.C., Executive director, Mexico
1. How can investors help to preserve the Natural
Capital of the world?
2. How can we fund the conservation of biodiversity?"
Speaker 5: Michael Galante, Global Forestry Services Malaysia Sdn Bhd,
Forestry & CoC Assessor/Trainer, Malaysia
Rico Dent, Global Forestry Services Malaysia Sdn Bhd,
Senior Consultant, Malaysia
"Investment Experiences In Tropical Forestry: Opportunites
and Constraints"

3) Case Study

Location: Sukhumvit 4 Moderator: T. David Hodgkinson, Emerald Capital Asia Ltd.,
Director, USA

Speaker 1: Alex Mavro, TNT Thailand, CSR Manager, Thailand
CSR Thailand: Lessons Learned from Three Organizations:
1) What are CSR practices in Thailand, compared to
those elsewhere?
2) To what degree are CSR considerations part of
Thai business strategy?
Speaker 2: Arthur Wood, Ashoka Innovators for the Public,
Social Financial Services, USA
- Is there a Financial market beyond the
Triple Bottom Line?
- Is there a trillion + capital market where
the banks don’t play ?
Speaker 3: Hamidul Huq, Unnayan Shahojogy Team, Founder and
Chairman, Bangladesh
"Putting the nature and people first: crucial for
sustainable investment."

4) Public Private Partnership

Location: Sukhumvit 1

Moderator: Paul Wedel, Kenan Institute Asia, Executive Director, Thailand

Speaker 1: Collin Timms, Guardian Bank, Chairman, India
" Public-Private Partnership for an Enterprise
solution to Poverty "
a) Do public private partnerships really work ?
b) What are the lessons learnt and the outcome
derived from EPP expereinces ?
Speaker 2: David Brunell, USAID, Economic Growth Program Manager,
Vietnam

5) Fund Performance

Location: Sukhumvit 5

Moderator: Hugh Wheelan, Response Global Media Limited,
Editorial Director, UK

Speaker 1: Akihiro Tokuno, Research Centre for Financial Engineering,
Nomura Securities Co., Ltd., Japan
Style Analysis of Japanese SRI funds: Looking for sustainable alpha
1)Can you find statistically significant alpha in Japanese SRI
Funds?
2)Why don't fund managers make use of ESG, regardless of whether
or not it matters?
Speaker 2: Xavier Desmadryl, HSBC Asset Management, SRI Financial
Analyst, UK
1) Title of Presentation
"SRI & ESG Inclusion: Does It Pay After All?"
2) Two questions that clearly illustrate the presentation:
Why is there a controversy regarding SRI performance?
What's the state of the art of academic research
and what are the key learnings?
Speaker 3: Mark Bytheway, SIRIS, CEO, Australia
"Opportunities in 'ESG alpha' "
1) How/where and why sustainable governance analysis
can assist in investment performance.
2) Is fund performance necessarily the best indicator of
the value and contribution of this research?
Speaker 4: Miles Ashton, ABN AMRO Bank N.V., Head of Sales,
China
"ABN AMRO Eco-markets - Financial Solutions for a
Changing World"
Participate in eco-market related investment themes such
as Climate Change & the Environment, Water, Waste
Management and Renewable Energy, through
customised investable indices. A rule based, passive approach
to investment allowing investors to directly participate in the
performance of stocks linked to eco-markets.

16:15-16:45 Coffee Break

Location:Foyer (7th Floor Landmark)

16:45-18:15 Workshops

6) Stakeholder Engagement

Led by a former director of Greenpeace International, this interactive session focussing on the benefits and risks in engaging with non-governmental organizations, advocacy and pressure groups. Participants will gain practical skills for effective communication with stakeholders with a particular interest in governance, environmnental and social issues. This workshop will examine the importance of understanding the perspectives of external "watchdogs". Managing hostile critics; building productive relationships; establishing valuable partnerships; listening to your adversaries; identifying potential allies and marginalizing "extremists" are some of the topics
that will be covered.
Location: Sukhumvit 2

Jonathan Wootliff, TBLI Associate, UK

7) 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.

Location: Sukhumvit 3

Moderator: Richard Mattison, Trucost, Managing Director, UK

Speaker 1: Max Keiser, Karmabanque, Chairman, France
"Markets are rigged."
1. Can SRI work when markets themselves are rigged?
2. Since my last TBLI presentation the number of hedge
funds committed to selling short 'bad' companies has
grown from 0 to 6. Is this a trend that the SRI community
should support?"
Speaker 2: Bob Gordon, Ethical Investment Research Services
(EIRIS) Ltd, Head of US and Japan Research, UK
"Corporate Responsibility - Global Convergence?"
1. What are the factors affecting
and driving attitudes regarding corporate responsibility
in different countries?
2. What distinguishes Asian corporate responsibility
from that in the West and why?

8) Islamic Finance - "SRI- An Islamic perspective on sustainable economy"

-How Islamic banking principles apply to microfinance?
-What are the hurdles in implementation?
- Can Islamic finance, if inserted in a new paradigm, be a viable alternative to the socio–economic crisis?

Location: Sukhumvit 4

Moderator: Ambreen Waheed, Responsible Business Initiative,
Executive Director, Pakistan

Speaker 1: Dato' Mohamed Iqbal, Malaysia
Speaker 2: Mohummad Khaleequzaman, Incharge, Department of Islamic
Banking and Finance (SOIBAF) / Member Shariah Advisory
Cell for Islamic banks & Financial Institutions

9) TBLI Implementation

Location: Sukhumvit 5

Moderator: Alex Mavro, TNT Thailand, CSR Manager, Thailand

Speaker 1: Chris Deri, Edelman, Executive Vice President, USA
"Communicating Outside the Echo Chamber.
-How do we convert the non-socially responsible investor?
-How do we mainstream the current socially responsible investor?"
Speaker 2: Darren Lee, University of Queensland, Lecturer: Finance Cluster,
Australia
"The Corporate Sustainability Discount Puzzle"
1: Should a portfolio of leading corporate sustainability
firms provide higher or lower returns?
2: Should a leading corporate sustainability firms
provide higher or lower risk?
Speaker 3: Marlys Appleton, AIG Global Investment Group, Head of
Sustainability Initiatives, USA
"Integrating Principles of Sustainable Investment,
(1) Why is sustainability a value for an asset manager?
(2) What process and approach will contribute to successful
integration? "
Speaker 4: Yoshio Ogino, Sumitomo Mitsui Banking Corporation, Japan
SMBC’s Approach to the Equator Principles
What are the requirements under the revised Equator Principles?
How did SMBC establish social and environmental risk
assessment framework?

18:15 Reception

Location: Sundeck (11th Floor Landmark)

19:30 Gala Dinner

Location:Ballroom

20:40 60 Seconds of Fame

23:00 After Dinner Party

Location: Club "87 plus", Conrad Hotel, 87 Wireless Road, Phatumwan, Bangkok, 10330, Thailand

May 25

09:00-10:45 Workshops

1) Emerging Markets

Location: Sukhumvit 2

Moderator: Wim van der Beek, Goodwell Investments, Partner, Netherlands

Speaker 1: Clive Mason, The World Bank, Senior Adviser, UK
Uptake of Sustainable Banking in Emerging Markets.
1) Is sustainable banking confined to the Equator Principle banks ?
2) How have emerging market banks responded ?
Speaker 2: Liam Cully, Aureos Advisors, Regional Managing Partner, UK
1) Is it possible to invest profitably and sustainably in
emerging market SME's
2) How can the investment community better respond
to SME's financing requirements?
Speaker 3: Paulo Bellotti, Axialpar, CFO, Brazil
"Investments in Brazil`s biofuels: a TBL opportunity?"

2) Energy

Location: Sukhumvit 3

Moderator: Paul Wedel, Kenan Institute Asia, Executive Director, Thailand

Speaker 1: Bart Lucarelli, LP Power Consultants, Energy advisor to
Governments and Companies, Thailand
Bio-fuels: Panacea to high oil prices or Fool's Gold?
(1) the critical issues that are either holding back the
biofuels industry or will prevent the industry from
expanding beyond its current scale; and
(2) the technological and policy driven solutions
to these constraints.
Speaker 2: George Sorenson, FE Clean Energy Group Inc., Founder and
Chairman, USA
"Issues We Have Encountered in Small
Scale Hydro electric Development in India".
1- What should you look for in a local
partner, and how do you structure a
smooth decision making mechanism
for the project investment?
2- How to engineer an exit for the investment
that all parties can live with.
Speaker 3: Andy Schroeter, Sunlabob Rural Energy Systems Co.,Ltd,
Director, Laos
Local Private-Public Partnerships for
operating Village Grids
1) Hybrid Village Grids profitable for
provider-affordable for consumer?
2) How to channel the public funds?

3) Financing Environmental Technonologies

Location: Sukhumvit 4

Moderator: Robert Earhart, TBLI Consulting Group, Director, France

Speaker 1: Sophie Punte, UN, Evaluation consultant, Thailand
"What financial mechanisms can facilitate investments in energy
efficiency improvements in industry? 2. What financial mechanisms
already exist in Asia today and what can governments and the
financial sector do to fill the gaps?"
Speaker 2: Seiichiro Nishida, Mitsubishi UFJ Securities Co., Ltd.,
Deputy Chairman of Clean Energy Finance Committee, Japan
Speaker 3: Pheerasut (Gerardo) Kheo-Kao Pacheco, alianza.biz, Managing
Director, Thailand
Speaker 4: Jean-Pascal Tranië, Aloe Private Equity, France

4) China

Location: Sukhumvit 5

Moderator: Molly Riley, Roband Consulting Limited, Principal, China

Speaker 1: Guo Peiyuan, SynTao.com, Co-founder & General Manager, China
How to localize SRI research in China
Speaker 2: Tom Chang, China Credit Information Services,
General Manager, China
"A Credit Checking View on Sustainability"
1. How to evaluate a company's credit through CSR?
Why the traditional credit 5C's
(character, capacity, capital, collateral, and conditions)
need a view on development?
2. What is the situation of the CSR in China?
Speaker 3: Laura Colbert, Information/Communication Officer, E+Co,
China
The China Rural Energy Enterprise Development Project, making
TBL focused clean energy investments in China

10:45-11:15 Coffee Break

Location: Foyer (7th Floor Landmark)

11:15-13:00 Workshops

5) Mesofinance

The next rung on the finance ladder in the Base of the Pyramid. Learn how investors in emerging businesses apply mezzanine finance, micro venture capital, trade finance and other instruments to finance SMEs and move beyond microfinance. What are the challenges they have overcome? How do they scale up and replicate successful models? What are the risks and returns in this emerging sector and what attracts investors to mesofinance?

Location: Sukhumvit 2

Moderator: Wim van der Beek, Goodwell Investments, Partner, Netherlands

Speaker 1: Rik Vyverman, SEAF Blue Ocean Finance Growth Fund,
Vietnam
Speaker 2: Helianti Hilman, Khaula/RAMP, Indonesia
"Micro-Franchise: Moving Beyond Messo-Finance"
Speaker 3: Vineet Rai, Aavishkaar India Micro Venture Capital Fund, India
Speaker 4: Wim Wienk, FMO, Netherlands

6) Carbon

Location: Sukhumvit 3

Moderator: Eric Usher, Head Renewable Energy and Finance Unit,
Energy Branch UNEP, France

Speaker 1: Dwight Crabtree, International Consultancy Europe BV,
Principal Consultant, Thailand
Title - "Carbon Sales to Sustain Biodiversity Conservation"
Question 1 - What is the carbon value of preserving biodiversity?
Question 2 - How to utilize this value to sustainably fund biodiversity
conservation?
Speaker 2: Melissa Brown, ASriA, Executive Director, China
Asian Investors--How Long before They Wake Up
to Climate Change?
- What does ASrIA’s Carbon Disclosure Project Asia tell us
about Asian carbon emissions?
- Should investors focus on company- or country-level trend
Speaker 3: George Sorenson, FE Clean Energy Group Inc., Founder and
Chairman, USA

7) TBLI Research II

Location: Sukhumvit 4

Moderator: Andrew Coogan, TBLI Consulting Group, SARL,
Consultant, Netherlands

Speaker 1: Sachiko Ai, Mitsubishi UFJ Trust & Bangking Co,
Senior Manager, Japan
Matching CER Originators in Asia with Purchasers
in Japan
The Latest Development of "Emission Trust" in Japan
1) What are current needs of CER Purchasers in Japan?
2) What is the meaning of "Emission Trust" for CER
originators in Asia?
Speaker 2: Tanja van der Knoop, Sustainable Private Equity, Netherlands
"Unnoticed Opportunites for Private Equity"
Speaker 3: Florian Sommer, Fortis Investments, Senior SRI Analyst,
Germany
Title: 'Creating value from values'
- Can sustainability be an investment strategy and not just
an ethical filter?
- How to exploit investment risks and opportunities from a
changing social and environmental agenda?

8) Extra Financial Analysis

Location: Sukhumvit 5

Moderator: Hugh Wheelan, Response Global Media Limited, Editorial
Director, UK

Speaker 1: Christophe Bongars, Sustainasia, Executive Director, Hong Kong
"Auditing and reporting of Environmental, Social and Governance
(ESG) performance?"
Speaker 2: Hendrik Gartz, WestLB, Director SRI Research, Germany
Speaker 3: Gianluca Manca, Eurizon Capital SGR S.p.A., Head of global
SRI Equities, Italy
"1. Is the capital market really aware of SRI and what has been
done toclarify the link between Environmental, Social and
Governance Issues to Equity pricing?
2. why should an investor take in great consideration ESG
while picking stocks for its portfolio?"
Speaker 4: Alexandra Tracy, Hoi Ping Ventures, President, China
"Climate Change Risk and Shareholder Value"
- what will be the impact of climate change on shareholder value ?
- how can we analyze adaptation (physical) risks, in particular,
and their impact on shareholder value ?
- how will different industry sectors be affected and which
industries are most vulnerable ?
- in these circumstances, how can businesses protect their
shareholder value ?