US SIF 2012 : Sustainable Investing in Action** - Agenda | Online Registration by Cvent

Please note that the agenda is being finalized, so session timing is still subject to change.

Agenda

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May 2, 2012
May 3, 2012
May 4, 2012

May 2, 2012

8:30 AM - 10:00 AM	Trends meeting for Board members (private)
10:00 AM - 2:30 PM	US SIF Board of Directors Meeting (private)
12:00 PM - 6:00 PM	Pre-Conference Registration
2:45 PM - 4:15 PM	CEO Meeting (private)
3:00 PM - 4:20 PM	Public Policy and Advocacy Training US SIF Member Only US SIF is hosting a Public Policy and Advocacy Training event for all members. Speakers include Tim Smith (Walden Asset Management), Patricia Griffin and Abby Bownas (NVG, LLC), Livia Shmavonian (Office of Rep. Jim Langevin), Jeannine Jacokes (Partners for the Common Good) and Angela Bonarrigo (Ceres). We encourage members to attend if they plan to participate in Hill Day and/or want to learn more about policy.
4:30 PM - 7:15 PM	US SIF Members' Gathering US SIF Member Only US SIF CEO Lisa Woll interview with Jonathan Greenblatt, Director of the White House Office of Social Innovation and Civic Participation and Special Assistant to the President Panel and Discussion on Diversity Among US SIF Membership Speaker: Susmita Murthy, Specialist, Federal Human Capital Practice, Deloitte US SIF Annual Meeting
7:15 PM - 9:00 PM	US SIF Member Reception *US SIF Member Only*

May 3, 2012

7:00 AM - 9:00 PM	Conference Registration
7:00 AM - 9:00 PM	Sponsor Exhibits
8:00 AM - 9:00 AM	Continental Breakfast *US SIF Member Only*
9:00 AM - 12:00 PM	Meetings on Capitol Hill *US SIF Member Only*
12:00 PM - 2:30 PM	Community Investing Working Group (CIWG) event (concurrent) *US SIF Member Only* Meeting Details
12:00 PM - 2:30 PM	Indigenous Peoples Working Group (IPWG) Meeting (concurrent) *US SIF Member Only* Meeting Details
12:00 PM - 2:30 PM	IWG-SIRAN Working Group event (concurrent) *US SIF Member Only* Meeting Details
2:00 PM - 2:45 PM	Sponsor, Speaker and Agenda Committee Reception (private)
3:00 PM - 4:25 PM	Conference Kickoff and Opening Addresses Conference Welcome: Lisa Woll, CEO, US SIF Michael Lent, Chair, US SIF Planning Strategically for Sustainability: Speaker: Barbara Bennett, Chief Financial Officer, US Environmental Protection Agency Building Integrated, Green Communities: Jonathan Rose, Founder, Jonathan Rose Companies Submitted for one CFP® continuing education credit. Plenary Moderator: Erika Karp, Managing Director Head of Global Sector Research, UBS
4:35 PM - 5:50 PM	Moving From Recession to Recovery with Community Investment (concurrent) Speakers: Daniel Betancourt, President and CEO, Community First Fund Harry Haskins, Deputy Associate Administrator, Office of Investment, Small Business Administration Donna Fabiani, Executive Vice President, Knowledge Sharing, Opportunity Finance Network Laura Trudeau, Senior Program Director, The Kresge Foundation David Wood, Director, Initiative for Responsible Investment (moderator) Description: The role that community investment can play in supporting economic development and job creation has received increasing attention since the financial crisis. This panel will explore innovations within community investment that address this crucial topic. Submitted for one CFP® continuing education credit.
4:35 PM - 5:50 PM	Trends in Sustainability Reporting (concurrent) Speakers: Barb Brown, Principal and Co-Owner, BrownFlynn (moderator) Allyson Park, Vice President of Corporate External Affairs, The Coca-Cola Company Jean Rogers, Executive Director and Founder, Sustainability Accounting Standards Board Dave Stangis, Vice President of CSR, Sustainability and Community Affairs, Campbell Soup Company Mike Wallace, Director of Focal Point USA, Global Reporting Initiative Description: Sustainable and responsible investment professionals are seeing increased emphasis, integration and demand for organization’s environmental, social and governance information. This trend has spawned a number of new initiatives to address investor and stakeholder needs, including the Global Reporting Initiative’s G4 update, the integration of sustainability reporting into financial reporting, and the development of the Sustainable Accounting Standards Board and company practices. Our speakers will review the state of corporate sustainability disclosure and reporting, address key trends, and offer practical guidance on how to plug into and influence the emerging standards. Approved for one CFP® continuing education credit
4:35 PM - 5:50 PM	Uncovering the Hidden Costs of Unconventional Oil & Gas (concurrent) Speakers: Dayna Linley, Global Energy Sector Lead, Sustainalytics Amy Mall, Senior Policy Analyst, NRDC Dana Sasarean, Senior Oil and Gas Analyst, MSCI ESG Research Julie Tanner, Assistant Director of Socially Responsible Investing, Christian Brothers Investment Services, Inc. (moderator) Susan Williams, Consultant, Sustainable Investments Institute Description: In response to growing global energy demand, oil and gas companies are investing in shale gas, oil sands, and deepwater production using techniques that carry high environmental and social risks. Technological efficiencies are decreasing per-well costs, but operational, reputational and regulatory constraints continue to escalate. Access to water, community unrest, negative media attention, longer permitting times and moratoriums are increasing costs for the operators. How do investors account for the risk? What are the leading mitigation strategies? How do producers mitigate related risks? The panel will attempt to answer these questions by outlining strategies for analysis of unconventional risk. Submitted for one CFP® continuing education credit.
6:00 PM - 7:15 PM	Plenary Panel Discussion: Corporate Governance in the Wake of Citizens United Speakers: Tom Hamburger, National Desk, The Washington Post (moderator) Adam Kanzer, Managing Director and General Counsel, Domini Social Investments Charles Kolb, President, Committee for Economic Development Nell Minow, Board Member, GMI Ratings Julie Gorte, Senior Vice President for Sustainable Investing, Pax World Management, Prime Sponsor
7:15 PM - 9:15 PM	Opening Reception

May 4, 2012

7:00 AM - 5:30 PM	Conference Registration
7:00 AM - 5:30 PM	Sponsor Exhibits
7:30 AM - 8:30 AM	Continental Breakfast
8:30 AM - 9:20 AM	Morning Plenary: Rethinking Recycling in America Speakers: Kim Jeffery, President and Chief Executive Officer, Nestlé Waters North America Eric Roston, Sustainability Editor, Bloomberg Businessweek (moderator) Curtis Ravenel, Global Head, Sustainability Group, Bloomberg LP, Prime Sponsor
9:20 AM - 9:40 AM	Coffee Break
9:40 AM - 10:55 AM	Plenary Panel Discussion: The Evolution and Future of Sustainable Investing Speakers: Geeta Aiyer, President, Boston Common Asset Management (moderator) Michael Burns, Executive Vice President and Account Manager, PIMCO Europe Michelle Edkins, Managing Director and Head of Corporate Governance and Responsible Investment, BlackRock Barbara Krumsiek, Chair, CEO and President, Calvert Investments, Inc. Submitted for one CFP® continuing education credit.
11:05 AM - 12:20 PM	Companies, Digital Technology and Human Rights (concurrent) Speakers: Steve Crown, Deputy General Counsel and Vice President for Legal and Corporate Affairs, Microsoft Bennett Freeman, Senior Vice President, Sustainability Research and Policy, Calvert Investments (moderator) Rebecca MacKinnon, Bernard L. Schwartz Senior Fellow, the New America Foundation Description: While the internet has provided the space for millions to opine, debate, and mobilize, its integrity is being compromised by both authoritarian and democratic governments that seek to filter, remove, or block content. Internet, Communications, and Technology (ICT) companies are challenged with balancing situations where there are ethical reasons to restrict data (e.g. child pornography) with government requests to limit information that may violate human rights including freedom of speech. Companies bear a responsibility for ensuring they do not contribute to the violation of human rights, but how best to pursue that is not always clear. This panel will explore how companies in the ICT sector are trying to manage these risks, and how investors can focus on this issue.
11:05 AM - 12:20 PM	Influencing Companies Through Active Ownership (concurrent) Speakers: Alan Ayres, Product Manager for Emerging Market Equities, Schroders Brian Rice, Investment Officer, California State Teachers' Retirement System Tessa Hebb, Director of the Carleton Centre for Community Innovation, Carleton University (moderator) Andrea Moffat, Vice President of the Corporate Program, Ceres Description: Investors employ various strategies to influence the policies and practices of companies in their portfolios based upon the type of investor, regional approach, regulatory environment, and desired outcomes. This panel will share different approaches to shareholder advocacy, discuss emerging regional trends and best practices, and highlight how this can be an effective means of enhancing shareholder value. Approved for one CFP® continuing education credit
11:05 AM - 12:20 PM	Where are We Now: The Financial Crisis Three Years On (concurrent) Speakers: Jesse Eisinger, Senior Reporter, ProPublica Meredith Fuchs , Chief of Staff, Consumer Financial Protection Bureau Timothy Smith, Senior Vice President and Director of ESG Shareowner Engagement, Walden Asset Management Betsy Zeidman, Senior Fellow, Milken Institute (moderator) Description: This panel will explore the progress that has been made in addressing the multiple causes of the 2008-2009 financial crisis—including implementation of laws included in the Dodd Frank financial reform bill and areas left unaddressed by financial reform legislation. The panelists will offer their thoughts on where we are and what we should expect in the near future. Submitted for one CFP® continuing education credit.
12:30 PM - 1:30 PM	Buffet Lunch
1:40 PM - 2:30 PM	Afternoon Plenary: Sustainable Economies; Planetary Limits Speaker: Frances Beinecke, President, National Resources Defense Council (NRDC) Ingrid Dyott, Vice President and Managing Director, Neuberger Berman, Prime Sponsor Amy Muska O'Brien, Managing Director and Head of Global Social & Community Investing, TIAA-CREF, Prime Sponsor
2:40 PM - 3:55 PM	Foundations, Mission and Alternative Investment (concurrent) Speakers: Laurence Band, Co-founder, Sustainable Resource Fund Dana Lanza, CEO, Confluence Philanthropy H. Jeffrey Leonard, CEO and Co-founder, Global Environment Fund Candace Smith, Chief Operating Officer and Managing Director, MicroVest Martin Whittaker, Managing Director, Sonen Capital LLC (moderator) Description: In recent years, there has been substantial growth in the alternative investment space with many new private equity and venture capital funds entering the market. This has created new opportunities for mission-related investors to more closely align their investments and missions across asset classes. This panel will look at the opportunities and challenges of investing in this space, both from the perspectives of the family and foundation investors and fund managers. Submitted for one CFP® continuing education credit.
2:40 PM - 3:55 PM	Health Insurance Companies and Sustainability (concurrent) Speakers: Paul Hilton, Portfolio Manager, Trillium Asset Management (moderator) Susan Smith Makos, Vice President of Social Responsibility, Mercy Investment Services Rob McGarrah, Counsel, AFL-CIO Office of Investment Wendell Potter, Senior Analyst, The Center for Public Integrity Description: What is the proper balance for health insurance companies between the profit motive and the societal goal of access to health care for all? Panelists will discuss corporate governance problems in recent years within this sector, the likely impact of the federal health care reform law in correcting these problems, and how responsible investors are monitoring these companies with regard to executive pay, premium rates and other issues.
2:40 PM - 3:55 PM	The Practical Challenges of ESG Integration (concurrent) Speakers: Michael T. Cantara, CFA, Investment Officer and Institutional Equity Portfolio Manager, MFS Investment Management Lisa Hayles, Head of Client Services (North America), EIRIS Craig Metrick, Principal and US Head of Responsible Investment, Mercer (moderator) Jameela Pedicini, Investment Officer, CalPERS Description: What do pension funds need from their service providers to enhance ESG integration? What type of incentives do managers and consultants require to do the same? Should research providers improve depth or breadth? This session will bring representatives from the relevant stakeholders together to have a moderated and interactive discussion about incentives, approaches, and challenges in expanding the reach of this space Submitted for one CFP® continuing education credit.
4:05 PM - 4:55 PM	Closing Remarks: The Global Outlook for Sustainable Growth Speaker: Larry Hatheway, Managing Director, Chief Economist & Chief Strategist, UBS Investment Bank Julia Kochetygova, Senior Director, S&P Indices, Prime Sponsor
4:55 PM - 5:00 PM	Thank You from US SIF Chair and CEO Speakers: Lisa Woll, CEO, US SIF Michael Lent, Chair, US SIF

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