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7:00 - 9:00 a.m. - Breakfast and Keynote Address
"The New Economic Paradigm"
Linda Descano
Director of Social Awareness Investments
Smith Barney Asset Management
9:00 - 9:45 a.m. The Social Olympics: Quantifying Social Dividends
How one actually quantifies social dividends has been puzzling even the leaders of the industry. The experts below have been wrestling with this challenge on how to measure and evaluate the social impact of their work. An expert in each niche of social investing will share their progress. You as an attendee can then decide which area, in your opinion, holds the highest social return ... which type wins the Social "Olympics." Which has the highest "Social" Dividends?
Shareholder Activism?
Tim Smith
Executive Director
Interfaith Center on the Corporate Responsibility
Community Development?
Margaret A. Cheap
President
South Shore Bank
Social Venture Capital?
Woody Tasch
Chairman
Investors' Circle
Social Screening?
Dianne Saenz
Manager of Social Policy
Calvert Funds
Social Entrepreneurship?
Gary Mulhair
President
Community Wealth Ventures
9:30-10:30 a.m. - Breakout Sessions (Choose one of three Tracks)
Exhibition Area open featuring Sponsor Tables
Innovations -Salon A
New Products in Investment Management
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Analysis - Salon B
How To Do Fiduciary Audits - A Workshop
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Issues - Salon C
... Of Interest to Foundation Treasurers
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"Dow Jones' Two New SRI Indexes"
John Prestbo
Editor
Dow Jones Indexes
"The Role of a Socially-Screened High Yield Fund In a Diversified Portfolio"
Diane Keefe
Portfolio Manager
The New Pax World High Yield Fund
"How a Gay-Friendly Managed Portfolio Has Dramatically Outperformed The S&P"
Brian Tremain
Senior Portfolio Manager "The Lambda Strategy"
Prudential Securities
"The Global Fund of Companies Based on 'The Natural Step'"
Carsten Henningsen
Progressive Investment Management/Portfolio 21
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Don Trone
Co-Director
Centre for Fiduciary Studies
In "Formalizing the Industry Standards for Fiduciary Audits," Trone uses the Centre's 20-page checklist to teach the fiduciary audit, also addressing the proper application of social criteria to fiduciary standards of care. Trone will also announce which social funds have passed the latest Fiduciary Audit.
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Gerald McCarthy
Executive Director
Virginia Environmental Endowment
Steve Viederman
Former President
Jessie Smith Noyes Foundation
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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.
11:15 a.m - 12:30 p.m. Breakout Sessions (Choose one of three Tracks)
(Exhibition Area open featuring Sponsor Tables)
Innovations -Salon A
Leaders Relate the Triple Rewards of Investing in the Third World
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Analysis - Salon B
Recent Analysis
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Issues - Salon C
Challenge The Managers
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Financial social and spiritual rewards of investments in the developing nations.
"Emerging Nations Technology Investments"
Jane Siebels-Kilnes
Founder
Green Cay Asset Management
"Do Emerging Markets Aid the Third World More Than Charity?"
Gary Moore
Gary Moore & Co.
"How Is Microenterprise Working?"
Charles Dokmo
President
Opportunity International
"A Public-Private Partnership To Give Villagers Information Access"
Leslie Danziger
Founding Team
Equal Access, Solaria
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"An Attribution Analysis: Why Have the Social Indexes Outperformed the Market?"
Dan DiBartolomeo
President
Northfield Information Services
"Tobacco Divestment: The Next South Africa? ... An Analysis"
Doug Cogan
Director of Tobacco Information Services
Investor Resource and Research Center (IRRC)
Moderator Pietra Rivoli
Associate Professor of Finance
McDonough School of Business
Georgetown University
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One fund and one investment manager will simulate making presentations seeking business. A "prospective client" will then give feedback.
The Managers: Amy Domini
Managing Principal
Domini Social Investments
Andrew Preston
Investment Director
Murray Johnstone International
The Prospective Client:
Fran Coopersmith
Vice President
Fund Evaluation Group
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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.
12:30 p.m. - 2:15 p.m. Luncheon for Delegates and Speakers
"Conversations with ..."
Hazel Henderson
Futurist, Author, Economist
Bill Drayton
Founder
Asoka (Ashoka created the field of global social entrepreneurship)
William Carey
Chairman
W. P. Carey & Company
Jerome Dodson
President
Parnassus Investments
These speakers, who have been inspiring to thousands over many years, will share their personal stories. Hazel Anderson will also sign copies of her new book, "Beyond Globalization" and the reference volume she co-created with the Calvert Group, Inc. "Calvert-Henderson Quality-of-Life Indicators."
2:15 p.m. Conference ends
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