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8:30 - 9:45 a.m. - Social Venture Capital Innovations
(open only to accredited Venture Capital Investors)
Burt Alimansky (Moderator) - Managing Director, Alimansky Capital
Jerry Colonna - Managing Partner, Flatiron Partners,
John Griffin - CEO, Blue Ridge Capital
Bert Ellis - CEO, iXL Enterprises
Willy Osborn - Manager, Mission Venture Partners LLC and Director, Investors Circle
Edward Dugger III - President, UNC Partners, Inc.
9:45 - 11:45 p.m. - Dot Com Companies Making a Difference: A Social Venture Fair
The following blue-ribbon committee will choose 10 to 12 expansion-stage dot com social venture companies for presentations at a fair open only to accredited investors.
Selection Committee:
Burt Alimansky (Fair Moderator) - Managing Director, Alimansky Capital
Kathryn Wylde - President and CEO, New York City Investment Fund
Willy Osborn - Manager, Mission Venture Partners LLC
Susan Davis - President, Capital Missions Co.
Mark Donahue - President, Social Capital Partners, Inc.
Kay Koplovitz - Founder, Chairman, and CEO, WorkingWomenNetwork.com
Joshua Mailman - President, Sirius Business Corporation
Edward Dugger III - President, UNC Partners, Inc.
Wayne Silby - Chairman, Calvert Social Investment Fund
Charles Millard - Managing Director and Head of NY Internet Group, Prudential Securities
John May - Managing General Partner, New Vantage Partners
Conference Begins
12 Noon - 1:15 p.m. - Opening Luncheon for Delegates and Speakers
Welcome by the Conference Co-Chairs:
"Common Ground: Social Values and Investment Value"
David A. Spina
President
State Street Corporation
"Milestones of the Industry at the Millennium"
Barbara Krumsiek
President and CEO
The Calvert Group
"Conference Highlights"
Susan Davis
President
Capital Missions Company
1:15 - 2:15 p.m. Lunch
Henry Kravis - Chairman, New York City Investment Fund and Founding Partner, Kohlberg Kravis Roberts & Co.
Kathryn Wylde - President and CEO, New York City Investment Fund
Kaliel Isaza Tuzman - CEO, GovWorks.com
David Brenner - CEO, AdaptZ.com
2:30 - 3:30 p.m. - Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
Innovations -Salon A
Innovations in Environmental Investing
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Analysis - Salon B
Introduction to Ethical Investing
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Issues - Salon C
Genetically-Modified Organisms: Opportunity or Disaster?
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"European Ethical Investments: Some Recent Trends and Examples"
Janolaf Willums
Senior Vice President
Storebrand, Norway
"Creating A Scientific Protocol To Link Investment Choices to Ecological Outcomes"
Russell Van Herik
Executive Director
Great Lakes Protection Fund
"Eco-Efficiency Drives Shareholder Values"
Matthew J. Kiernan
Executive Managing Director
Innovest Strategic Value Advisors
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"The Vision of the Industry"
Steve Schueth
Chair
Social Investment Forum
"Shareholder Advocacy, Stock Screening, Community Development and Social Venture Capital: The Four Pillars of Social Investing"
Patrick McVeigh
Executive Vice President
Trillium Asset Management
"How SRI Organizations Can Help You in Your Work"
Alisa Gravitz
Director
Social Investment Forum
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"Ethical Dimensions of Biotechnology"
Dr. Strachan Donnelly
Director, Humans and Nature Program,
The Hastings Center
"Genetically Modified Food: 'Frankenfoods' or A Cure For World Hunger?"
Becky Goldberg
Environmental Defense Fund
Michael Hanson
Senior Scientist
Consumers Policy Institute
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Networking Opportunity in the Liberty Room: Enjoy private conversations with the speakers from the previous session while joining others networking over coffee and tea in the Liberty Room.
3:30 - 4:00 p.m. - Afternoon Break
4:00 - 5:00 p.m. Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
Innovations -Salon A
Important Initiatives That Accomplish Diversity
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Analysis - Salon B
The Issues Institutional Investors Face in Doing Social Investing
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Issues - Salon C
Cutting Edge Corporate Governance
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"Building a Successful Investment Program with Emerging and Minority Investment Managers"
Marilyn R. Freeman
Executive Vice President
Northern Trust Global Advisors, Inc.
"Raising Capital for Minority Firms to Become Fortune 500 Suppliers"
Reuben McDaniel
President
Jackson Securities
"Hot Topics for Minority Investors"
Mellody Hobson
Senior Vice President
Ariel Mutual Funds
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Jane Levine
Deputy Comptroller for Pensions
New York City
Jesse Bean
Treasurer
Catholic Healthcare West
Mike McCauley
Corporate Affairs Manager
Florida State Board of Administration
"Legal Issues Faced by Different Types of Pension Plans and Endowments"
Carol Calhoun
Shareholder
Conner & Winters
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Mission-based investors are intensifying their focus on corporate governance issues. From board diversity to executive compensation, activist shareholders are adding their voices to the call for greater accountability.
Jamie Heard
Chief Executive Officer
Proxy Monitor
Scott Klinger
Co-Director of Responsible Wealth
United for a Fair Economy
Ed Durkin
United Brotherhood of Carpenters
Peter Clapman
TIAA-CREF
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Networking Opportunity in the Liberty Room: Enjoy private conversations with the speakers from the previous session while joining others networking over coffee and tea in the Liberty Room.
5:15 - 5:45 p.m. - Keynote Address
"Social Investing As Public Policy"
The Honorable Philip Angelides
State Treasurer of California
"Sale of Ben & Jerry's to Unilever"
Ben Cohen
Co-Founder
Ben & Jerry's Homemade
6:00 - 7:00 p.m. - Cocktail Reception
Dinner on Your Own
Many Conference participants and sponsors are organizing private networking dinners.
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