Capital Missions Company - Creating Investor Networks for a Sustainable Global Economy
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Making a Profit While Making a Difference

Triple Bottom Line Simulation


Attendee List

How To Use The Simulation

How The Simulation Was Created

Simulations Product Descriptions

Returns of Five Simulations

Explanation of Social Dividends

SRI Analysis

Next Simulation Conference Agenda


APPENDICES

  1. One-Page Descriptions By Product and Detailed Returns of Each Simulation
  2. Descriptions of Consulting Services
  3. Performance Data Disclaimer
...Practicing Social Investing Without Committing Funds

*Earning Financial, Social and Environmental Dividends

Monday, June 10, 2002
The Roosevelt Hotel New York
Madison Avenue at 45th Street


2002 Participant List

John Adler
Director, Capital Stewardship Program, Eastern & Central States
SEIU

Lawrence J. Amon
CFO
National Wildlife Federation

Hewson Baltzell
COO
Innovest Strategic Value Advisors

John Beinecke
Treasurer
Antaeus Enterprises, Inc.

Jesse Bean
Vice President
Catholic Healthcare West

Robert S. Bowers
Managing Director
Cambridge Associates, LLC

Connie Brookes
Executive Director
Friends Fiduciary Corp.

Laura Callanan
Associate Director of Investments
The Rockefeller Foundation

Lois Forrest
Chair
Friends Fiduciary Studies

Gary Giscombe
Deputy Executive Director Finance and Administration
Amnesty International USA

Alexander Goldberg
Private Investor

John Goldstein
Sr. Managing Director
Medley Global Advisors

Susannah Goodman
Analyst
The Rose Foundation

Maggie Hill
Sr. VP, Operations
Atlantic Philanthropies

Albert Hsu
Investment Officer
Atlantic Philanthropies

Tim Joeng
Family Office Manager
Capital Guidance

Rick John
Vice President and CFO
Opportunity International

Linda Kimball
Manager, Investor Responsibility
Stanford Management Company

John LaPann
President
Federal Street Advisors

Judith W. Lau
President
Lau & Associates

Jim Lee
Investment Manager
Lau & Associates
Norris Lozano
Director of Resource Development
Portland Development Commission

J. Richard Lynch
Executive Director
Foundation for Fiduciary Studies

Lindsey Martinez
Director
Cambridge Associates, LLC

Jane K. Mauer
President
Tartan Investment Company

Benjamin Montemayor
Opportunity International

David Nee
The William Casper Graustein Memorial Fund

Nicholas Pagano
Director of Investments
American Bible Society

Sister Patricia Pelletier
Treasurer
Daughters of Wisdom

J. Marc Michel Leonard
Medley Global Advisors

Michael G. Rauenhorst
President
Manager Foundation

Deborah Schwartz
Acting Director of PRI
MacArthur Foundation

David Seidel
Investment Manager
Antaeus Enterprises, Inc.

Louise Senopoulas
Investment Committee & Board Member
Friends Fiduciary Corp.


Anastasia Song
Chairman-Finance Committee
Port Authority of NY and NJ

David Sternlieb
General Counsel
Atlantic Philanthropies

Sara Stranahan
Treasurer
Needmor Fund

Sue Toigo
Founder
Robert A. Toigo Foundation

Steve Viederman
IGC

Karen Williams
Attorney - Portland Development Commission
Lane Powell Spears Lubersky LLP

Dave Zellner
Managing Director of Finance & Investments
United Methodist Church General Board of Pensions

David Berge
President
Underdog Ventures LLC/ Social Investment Forum

Ariane VanBuren
Social Investment Forum




2001 Participant List

Christina M. Adams
Director of Finance
The John E. Fetzer Institute

Jean M. Adams
Treasurer
Northwest Area Foundation

Wale Adeosun
Managing Director, Public Equities
The John D. & Catherine T. MacArthur Foundation

Lawrence Amon
CFO
National Wildlife Federation

David Beatty
President
Tanager Financial Services, Inc.
(family office)

Sara Becker
Vice President
The Leeway Foundation

John Beinecke
Chair, Investment Committee
National Audubon Society

Norman G. Benedict
Deputy Executive Director of Investments
Public Employees' Retirement Association of Colorado

John Wood Bolton, Sr.
National Director of Investments
The Nature Conservancy

Francis Byrd
Manager for Pension Policy
Office of the Comptroller, City of NY
Laura Callanan
Associate Director of Investments
The Rockefeller Foundation

Mark Censits
Treasurer
Rudolf Steiner Foundation

Gerard DelBene
Real Estate and Investment Controller
Parish of Trinity Church

Vic DeLuca
President
Jessie Smith Noyes Foundation

Dr. Arthur Donner
Chair, Investment Committee
Atkinson Charitable Foundation

Gary Giscombe
Deputy Exec. Director of Finance
Amnesty International USA

James Gunning
Chair, Investment Committee
Unitarian Universalist Service Committee

Audra Jones
Foundation Representative
The Inter-American Foundation

Linda Kimball
Manager, Investment Responsibility
Stanford Management Company

Dinah Koehler
Researcher, Social Investing
Harvard School of Public Health
Jane Levine
Deputy Comptroller for Pensions
Office of the Comptroller, City of New York

Rabbi Mordechai Liebling
Torah of Money Director
The Shefa Fund

Eugene Lipitz
Chief Investment Officer
Lipitz Family Assets

Jane K. Mauer
President
Tartan Investment Company
(family office)

William F. McCalpin
Executive Vice President and Chief Operating Officer
Rockefeller Brothers Fund

Meredith Miller
Assistant Treasurer, Policy
State of Connecticut
Office of the Treasurer

Jane O'Neil
Treasurer, Vice President
The W. O'Neil Foundation

Nicholas Pagano
Director of Investments
American Bible Society

Patricia Pelletier DW
Treasurer
Daughters of Wisdom

Owen Quattlebaum
Investment Advisor
Andrea Currier

Luther Ragin
Director of Social Investing
The F.B. Heron Foundation

Alan Rottenberg
Director
Goulston & Storrs Philanthropic Advisors

David Seidel
Antaeus Enterprises, Inc.
(family office)

D. Wayne Silby
Silby Family

Molly Stranahan
Finance Committee Chair
The Needmor Fund

Jerome Sullivan<br> Manager, Community Development Investments
The General Board of Pension and Health Benefits of the United Methodist
Church

Mary Swain SL
Treasurer
Sisters of Loretto

Connie Takamine
Treasurer
UMC Women's Division
General Board of Global Ministries, United Methodist Church

Steve Viederman
Former President
Jessie Smith Noyes Foundation
© 2006 • Capital Missions Company