Please note: The agenda below is a draft schedule and is subject to change without notice.
It will be updated as soon as more information is available.
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Monday, September 8 |
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6:00 pm
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Dinner: Climate Change: Investors’ Next Global Mega-Trend? |
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| Mindy Lubber, President, Ceres | |||
Tuesday, September 9 - “Ins & Outs of MRI” |
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8:00 am
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Registration and Networking Breakfast | ||
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9:00 am
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Welcome & Opening Remarks | ||
| Georgette Wong, President, Correlation Consulting | |||
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9:30 am
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The Landscape of Mission-Related Investing, Fiduciary Responsibility and Deal Flow | ||
| Preston Pinkett, III, Vice President and Head of Social Investment Program, Prudential Financial | |||
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10:00 am
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Snapshots of Portfolio Integration | ||
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10:30 am
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Break | ||
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10:45 am
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Portfolio Integration Breakout Session I | ||
| Breakout 1: Preston Pinkett III, Vice President and Head of Social Investment Program, Prudential Financial Moderator: Jackie Khor, Managing Director, Imprint Capital Advisors |
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| Breakout 2: Richard Fahey, Chief Operating Officer, The Skoll Foundation Barry Uphoff, Capricorn Investment Group Moderator: Vincent Robinson, Managing Partner, 360 Group |
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| Breakout 3: Charly & Lisa Kleissner, Founders, KL Felicitas Foundation Raúl Pomares, Portfolio Manager, Guggenheim Wealth Management Moderator: Christy Chin, Deputy Director, The Philanthropy Workshop West |
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| Breakout 4: Elise Lufkin, The Calvert Giving Fund Steven Godeke, Godeke Consulting & Co-Author, Philanthropy’s New Passing Gear: Mission Related Investing by Rockefeller Philanthropy Advisors |
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11:30 am
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Portfolio Integration Breakout Session II | ||
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12:15 pm
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Lunch: Policy and MRI: A Two-Way Street? | ||
| David Crane, Special Advisor for Jobs and Economic Growth, Office of Governor Arnold Schwarzenegger Susan Leal, Former Head, San Francisco Public Utilities Company and Former Treasurer, San Francisco City and County Moderator: Tom Lockard, Managing Director, Stone and Youngberg |
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1:45 pm
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Break | ||
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2:00 pm
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An Investment Professional’s Perspective | ||
| Janice Hester-Amey, Portfolio Manager, Corporate Governance California State Teachers’ Retirement System (CalSTRS) |
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2:30 pm
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Peer to Peer Conversations: Lessons Learned & Questions To Explore | ||
| Georgette Wong, President, Correlation Consulting | |||
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3:15 pm
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Break | ||
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3:30 pm
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Manager Showcase I | ||
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4:15 pm
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Manager Showcase II | ||
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5:00 pm
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Networking Salon & Cocktail Hour | ||
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6:00 pm
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Dinner: Peer-to-Peer 2 Minute Talks | ||
| Marjorie Torres, Managing Principal, GreenSpace Developments Diego Recalde, Principal, GreenSpace Developments |
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Wednesday, September 10 - “Unexplored, Unresolved and Debated Territory” |
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7:30 am
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Breakfast, Networking and Registration | ||
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8:30 am
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What We’ve Learned and Where We’re Going |
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| Georgette Wong,President, Correlation Consulting | |||
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9:00 am
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Morning Address | ||
| The Honorable Bill Lockyer, California State Treasurer | |||
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9:30 am
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A Look to the Future | ||
| Stephen DeBerry, Chief Investment Officer, Kapor Enterprises, Inc. John Goldstein, Managing Director, Imprint Capital Management Morgan Simon, Executive Director, Responsible Endowments Coalition Moderator: Russ Hall, Managing Director, Legacy Venture |
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10:15 am
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Candid Conversations: What Works and What Doesn’t Work | ||
| Supervisor John Gioia, Supervisor-District One and Trustee, Contra Costa Employees’ Retirement Association, Contra Costa County-Board of Supervisors Don Shaffer, President and CEO, RSF Social Finance Christa Velasquez, Director of Social Investments, The Annie E. Casey Foundation Moderator: Katherine Fulton, President, Monitor Institute |
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11:00 am
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Break | ||
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11:15 am
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Implementation Breakout Sessions I | ||
| Breakout 1: Building Your Team: In-House or Outsource? Sam Moss, President, Gray Matters Capital Craig Muska, Managing Director, IW Financial Jane Searing, CPA, Shareholder, Clark Nuber Moderator: Alix Marduel, M.D., Director, Alta Partners |
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| Breakout 2: “Out of the Box” Investments that Deliver Charly Kleissner, Co-Founder, KL Felicitas Foundation Carl Palmer, Principal, Beartooth Capital Philip Varnum, CFAO, The Lemelson Foundation Moderator: David Berge, President, Underdog Ventures |
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| Breakout 3: Evaluating Social and Financial Metrics
Chris McKnett, Principal, State Street Global Advisors |
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| Breakout 4: New Product Development Jason Baron, Product Strategist, Lehman Brothers Alois Flatz, Partner, zouk ventures limited Christa Velasquez, Director of Social Investments, The Annie E. Casey Foundation |
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| Breakout 5: Creating an Investment Portfolio: Niche Specialist and/or Mainstream Manager? Stephen DeBerry, Chief Investment Officer, Kapor Enterprises, Inc. Raul Pomares, Portfolio Manager, Guggenheim Wealth Management Alexandra Readey, Private Equity Specialist, Cambridge Associates |
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12:15 pm
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Networking Lunch | ||
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1:45 pm
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Implementation Breakout Sessions II | ||
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2:30 pm
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Breakout Session Reports | ||
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3:00 pm
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Peer to Peer Conversations: Sharing Next Steps | ||
| Georgette Wong, President, Correlation Consulting | |||
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3:45 pm
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Closing & Farewell | ||
| Georgette Wong, President, Correlation Consulting | |||
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4:15 pm
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Cocktail Hour | ||