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Conference Conference

TBLI CONFERENCE EUROPE 2006

Location

Paris

Dates

9 & 10 November

November 9th 2006

09:00
Grand Auditorium

Welcome

Robert Rubinstein
Founder and Chief Executive Officer - TBLI Conference B.V./TBLI Consulting B.V. - Netherlands

Antoine de Salins
Member Of The Executive Board - Fonds De Réserve Pour Les Retraites - France

09:15
Grand Auditorium

Opening Keynote

Paul Watchman
Chief Executive Officer - Quayle Watchman Consultancy - UK
The Sustainability of Fiduciary Duties
Read more.

09:45
Grand Auditorium

TBLI Roundtable Challenge - Will sustainable investments become mainstream or will the definition be changed?

Ylva Lindberg (Moderator)
Founder & Managing Director - Sigla - Norway

Andreas Knörzer (Speaker)
Head Of Sustainable Investment Group - Bank Sarasin & Cie Ag - Switzerland

Wim Vermeir (Speaker)
Global Head Of Equity And Sustainable Management, Member Of The E - Dexia Asset Management Executive Committee - Belgium

Thierry Deheuvels (Speaker)
Head Equity Inv and SRI - AGF Asset Management - France

George Möller (Speaker)
CEO - Robeco - Netherlands

Miguel Athayde Marques (Speaker)
Chairman & Ceo, Member Managing Board - Euronext N.v. - Portugal

11:30 - 12:00

Unknown

12:00 - 13:15
Grand Auditorium

TBLI Roundtable-Integrating Sustainability

Leo Johnson (Moderator)
Partner - PriceWaterhouseCoopers - UK

Andy Ruben (Speaker)
Head Of Sustainability - Wal-MartStores, Inc. - USA

Martin Skancke (Speaker)
General Director of the AssetManagement - NorwegianMinistry Of Finance (Government PensionFund) - Norwegian Ministry Of Finance - Norway

Bryan L. Martel (Speaker)
Managing Director, Environmental Capital Group - CalPERS/pcg - France

Antoine de Salins (Speaker)
Member Of The Executive Board - Fonds De Réserve Pour Les Retraites - France

13:15 - 14:30
La Nef

Lunch

14:30 - 16:15
Salle Labarre

Workshop 1 - Alternative Investments I - Experience sharing of sustainable private equity funds . Where have they invested? What can be learned from the lemons and the plums?

Noah Beckwith (Speaker)
Partner – Economics and Development - Aureos - UK
Harnessing Synergies: Responsible Private Equity Investment in SMEs
Read more.

Peter C. Fusaro (Speaker)
Director - Global Change Associates - USA
How the New Green Business Model is Emerging
Read more.

Andrew Musters (Speaker)
Senior Investment Manager - Robeco Alternative Investments/private Equity - Netherlands
Clean Tech Private Equity Investing: Market Dynamics, our Approach and our Experiences so far
Read more.

John D. Goldstein (Speaker)
Partner & Chief Operating Officer - Medley Global Advisors - USA

14:30 - 16:15
Grand Auditorium

Workshop 2 - TBLI Research

Non financial criteria and other risks? The latest research from some of the leading thinkers and practitioners in the field. In addition, some exciting new pan-european initiatives to speed up the pr... Read more.

Robert S. Earhart (Moderator)
Director - TBLI Consulting Group, Sárl - France

Geoffrey Mazullo (Speaker)
Adjunct Professor School of American Law, Principal - Emerging Markets ESG - Poland

Stephen Hine (Speaker)
Head of Responsible Investment Development - Ethical Investment Research Services (EIRIS) Ltd - UK
ESG reporting - does it make a difference
Read more.

Matthew J. Kiernan (Speaker)
Founder and Chief Executive Officer - Inflection Point Capital Management - Canada
Climate Change and Investment Performance – Some Recent Research
Read more.

Bjørn Tore Urdal (Speaker)
Analyst - Sam Group - Norway
Carbonizing Valuation: On valuing value of CO2
Read more.

14:30 - 16:15
Salle Eiffel

Workshop 3 - Emerging Markets I

Amber Nystrom (Moderator)
Director Of Social Fusion - Social Fusion - USA

Peter F. Hinton (Speaker)
Chief Executive Officer - Summit Development Group - UK
Frontier Banking in Africa: The role of SME banking to deliver TBL
Read more.

Mark Goldsmith (Speaker)
Director, ESG - Actis - UK
Financial Gains for all through ESG Investment
Read more.

Dang Le Nguyen Vu (Speaker)
CEO & President - Trung Nguyen - Vietnam
Vietnam Embraces Sustainability: From Coffee Plantation To Knowledge City
Read more.

Thai Quang Trung (Speaker)
Regional Prgramme Coordinator - Hanns Seidel Foundation - Vietnam
Vietnam Embraces The Cause Of Sustainibilty: The Leap From Coffee Plantation to Knowledge Economy
Read more.

14:30 - 16:15
Salle Cavel

Workshop 4 - Analyst meeting: Utilities-What has been the sustainable performance of the leading Utilities and what is their strategy for the future?

Ralf Frank (Moderator)
Managing Director Conferences - DVFA - Society OfInvestment Professional - Germany

Stéphane Quéré (Speaker)
Sustainable Develpment - Gdf Suez - France
Suez- SUSTAINABLE performance and strategy
Read more.

Hans-Peter Meurer (Speaker)
CR Manager - RWE AG - Germany
RWE- a sustainable electricity supply for the future
Read more.

Luc Demoulin (Speaker)
chargé de mission - gdf suez - France

14:30 - 16:15
Salon D'Honeur

Workshop 5 - Carbon Markets-How will the cost of carbon impact the financial performance of corporations? Is carbon a new asset class?

Doug Cogan (Moderator)
Director of Climate Change Research - RiskMetrics Group Inc. - USA

Daniele Cesano (Speaker)
Director - Co2nnect - Italy
Financing Carbon Projects: Current market trends and impacts on corporate business
Read more.

Ranjan Moulik (Speaker)
Director Energy - Dexia Crédit Local - France
Mitigating risks associated with Emissions Reduction Purchase Agreement
Read more.

Stephane VOISIN (Speaker)
Head Sustainable & Responsible Investment - Crv©dit Agricole Cheuvreux - France
Impact of Carbon price on the regulated sectors. What really matters for SRI investors
Read more.

Marie Luchet (Speaker)
SRI Analyst - CM CIC Securities - France

14:30 - 16:15
Salle Brongniart

Workshop 6 - Faith Consistent Investing Seminar

Track 1: Faith Consistent Investment (FCI) 3iG has set itself an historic task of shifting the attitudes and investment policies of the major world religions from the tradition of a via negativa – ... Read more.

Michiel Hardon (Moderator)
Member Executive Committee - International Interfaith Investment Group - Switzerland

Alberto Rossetti (Speaker)
Professor of Economics/History of Economic Thought - Pontifical Gregorian University - Vatican City

Syed Nazim Ali (Speaker)
Directory - Harvard University - Unknown

Meir Tamari (Speaker)
Founder - Business Ethics Center of Jerusalem - Israel

Takayuki Ashizu (Speaker)
Association of Shintō Shrines - Japan

Katsuji Iwahashi (Speaker)
International Sect - JINJA-HONCHO - Japan

14:30 - 16:15
Salle Notre Dame

Workshop 7 - Fund Performance & Strategy-Are SRI funds performing and what are some strategies for creating and maintaining a sri portfolio?

Pierre Bollon (Moderator)
Secretary General - AFG - France

Frédéric Lorenzini (Speaker)
Rédacteur en chef & Directeur de la recherche - Morningstar France - France

Joos Grapperhaus (Speaker)
Marketing - SNS Asset Management - Netherlands
The Creation of Sustainable Value by European Companies
Read more.

Louise O’Halloran (Speaker)
Executive Director - Ethical Investment Association - Australia
SRI Certification-…..a catalyst for growth
Read more.

16:45 - 18:15
Salle Eiffel

Workshop 1 - Microfinance - Does microfinance help create an economy? Has it achieved asset class status?

George Starcher (Moderator)
Founder and President - EBBF - France

Peter Johnson (Speaker)
Partner - Developing World Markets - USA
Nobel Prize Winning…and Making Money Too?
Read more.

Mercedes Benavides (Speaker)
Head Of Global Network For Banking Innovation - Women's World Banking - USA
Microfinance: a profitable business opportunity and a way to build local economies
Read more.

Somak Ghosh (Speaker)
President - Corporate Finance - Yes Bank Ltd. - India
Microfinance – Tool for Economic Inclusion
Read more.

16:45 - 18:15
Grand Auditorium

Workshop 2 - High Net Worth Commitment to Sustainable Investment-What are the motivations to invest in sustainable sector? Experience sharing.

Robert Rubinstein (Moderator)
Founder and Chief Executive Officer - TBLI Conference B.V./TBLI Consulting B.V. - Netherlands

Bob Pattillo (Speaker)
CEO & President - Gray Ghost Fund - USA

Jan Olaf Willums (Speaker)
President - Inspire Management As - Norway

Titus A. M. Brenninkmeijer (Speaker)
President - Solgenix - Netherlands

16:45 - 18:15
Salle Notre Dame

Workshop 3 - Sell Side Research-What is the latest sell side research on SRI? Are extrafinancial issues relevant in company analysis?

Peter Kinder (Moderator)
President - KLD Research & Analytics, Inc. - USA

Wilco van Heteren (Speaker)
Specialist Corporate Governance & Sustainability - Robeco Group - Netherlands
Investment research with an integrated approach to extrafinancial issues
Read more.

Dominique Habegger (Speaker)
Senior Relationship Manager - Ethos - Switzerland

Laurent Poinsot (Speaker)
Head Of Research - Calyon Cheuvreux - France
Top-down and Bottom-up SRI approaches in Sell Side financial research
Read more.

16:45 - 18:15
Salle Labarre

Workshop 4 - Alternative Investments II - Experience sharing of sustainable private equity funds . Where have they invested? What can be learned from the lemons and the plums?

Dana Smirin (Moderator)
Special Assistant to the Dean - College of Natural Resources, University of California at Berkeley - Netherlands

Michael Liebreich (Speaker)
Chief Executive Officer and Founder - New Energy Finance - UK
European Energy Investment Trends
Read more.

Leanne Tobias (Speaker)
Principle - Malachite LLC - USA

Mujahid M. Abdullah (Speaker)
Funding Specialist - Department of Transport - United Arab Emirates
The Bridge Between Green Principles & The Global Financial Markets
Read more.

Andre Heinz (Speaker)
Member General Partner - Sustainable Technology Capital - USA

16:45 - 18:15
Salle Cavel

Workshop 5 - Faith Consistent Investing Seminar

Track 2: New investments for the Faiths: opportunities or sources of conflict? New medicines, stem cell research, biotechnology, nana-technology, bio fuels, clean tech, micro-financing, agriculture... Read more.

Seamus Finn (Moderator)
Director - Missionary Oblates - Unknown

Jeremy Crocker (Speaker)
Church Of England - Unknown

Harald Glomdal (Speaker)
Assistent Director - Oppysningsvesenets Fond - Norway

Mark Campanale (Speaker)
Advisor - Four Elements Capital - UK

Xavier de Bayser (Speaker)
President - IDEAM - France

John Wilson (Speaker)
Director of Socially Responsible Investing - Christian Brothers Investment Services, Inc. - USA

16:45 - 18:15
Salon D'Honeur

Workshop 6 - SRI Program Implementation - Methods and Solutions

This session covers the full spectrum of SRI Program Implementation, from training and awareness, program development and information systems. This session is most useful for management and staff cons... Read more.

Angela de Wolff (Moderator)
Founder and Chief Executive Officer - ConSer Invest SA - Switzerland

Jacqueline van Voorthuizen (Speaker)
relationship manager - Schretlen&Co. - Netherlands
From Grant Making To Mission Related Investments
Read more.

Leo Johnson (Speaker)
Partner - PriceWaterhouseCoopers - UK
Information Technology Solutions for SRI Integration
Read more.

18:15
Espace Reamur

Reception

19:30
La Nef

Gala Dinner

20:30

TBLI-IPE Extra Financial Award Announcement

20:40

Surprise - 2 Minutes of Fame



23:00

After Dinner Party Organised by SAM and Stoxx

November 10th 2006

09:00 - 10:45
Salle Eiffel

Workshop 1 - Social Reporting-What should companies report, when doing a social report? How can analysts be sure that the information is valid?

Peter Kinder (Moderator)
President - KLD Research & Analytics, Inc. - USA

Jean-Philippe Desmartin (Speaker)
Equity Analyst, Sri Research Manager / Decision Maker - Oddo Securities - France

Bennett Freeman (Speaker)
SVP, Social Research and Policy - Calvert - USA
Social Reporting: An American Perspective
Read more.

Prakash Sethi (Speaker)
President - University Distinguished Professor - Baruch College - USA
Emerging Trends in Corporate Social Responsibility - Sustainability Reports
Read more.

Nicholas Vantreese (Speaker)
Sustainable Development Manager - La Banque Postale S.A. - France

09:00 - 10:45
Salon D'Honeur

Workshop 2 - Corporate Governance

Matt Christensen (Moderator)
Executive Director - Eurosif - European Sustainable Investment Forum - France

Christine Tørklep Meisingset (Speaker)
Head of SRI - Storebrand - Norway
The most fundamental SRI topic? Corruption screening experiences
Read more.

Mark Sinsheimer (Speaker)
Director - MS Conseil - France
UCITS & corporate governance
Read more.

Cyril Lin (Speaker)
Founder and Managing Director - IFG Development Initiatives LTD - UK
Corporate Governance in Asia
Read more.

Olivier de Guerre (Speaker)
Founder and Chief Executive Officer - Phitrust - France

09:00 - 10:45
Salle Notre Dame

Workshop 3 - Case Study-Integrating Sustainable Investment

Emma Howard Boyd (Moderator)
Head Of Socially Responsible Investment Director - Jupiter Asset Management Ltd. - UK

Howard Pearce (Speaker)
Head of Environmental Finance and Pension Fund Management - The Environment Agency - UK
Environmental Overlay Strategy: Active Pension Fund
Read more.

Arnaud Berger (Speaker)
Head Of Sustainability - Banque Fédérale Des Banques Populaires - France
Réponse bancaire écologique- Responsible Green Banking- A Case Study
Read more.

Michel Lemonnier (Speaker)
Head Of Sri - Groupama Asset Management - France

Masahiro Kato (Speaker)
Senior Manager - Mitsubishi UFJ Trust and Banking Co., Ltd. - Japan
Integrating Sustainable Investment- Case Study
Read more.

09:00 - 10:45
Salle Cavel

Workshop 4 - SRPI- Social Responsible Property Investment

Jonathan Wootliff (Moderator)
Director - Jonathan Wootliff Consulting - Belgium

Jean-Pierre Sicard (Speaker)
Président - Novethic - France
UNEPFI Sustainalb Real Estate Project
Read more.

Paul McNamara (Speaker)
Director And Head Of Property Research - PRUPIM - Prudential Property Investment Managers Limited - UK
Sustainable Property Investment
Read more.

09:00 - 10:45
Salle Labarre

Workshop 5 - Public Policy and SRI

Jacqueline Côté (Moderator)
Senior Advisor Advocacy & Partnerships - WBCSD - World Business Council For Sustainable Development - Switzerland

Kirein Franck (Speaker)
Head Of Research - Imug Investment Research - Germany
ESG Reporting – Does it make a difference?
Read more.

Vincent Jacob (Speaker)
SRI Analyst - AGF Asset Management - France
Public Policy and SRI-The French experience
Read more.

Peter Johnston (Speaker)
Responsible for Information Societypolicy and strategy evaluation - European Commission - Belgium
How can business and the investment community be effective partners in the EU sustainable development strategy ?
Read more.

Philippe Caïla (Speaker)
Director - ERAFP - Etablissement De Retraite Additionnelle De La Fonction Publique - France
A new socially responsible investor: first steps of the ERAFP - the French Public Service Additional Pension Scheme
Read more.

09:00 - 10:45
Salle Brongniart

Workshop 6 - Faith Consistent Investing Seminar

Track 3: Real estate: asset or liability? The Faiths wield enormous economic assets– they manage many tourist sites around the world; they own a substantial portion of the habitable land surface ... Read more.

Giulio Franzinetti (Moderator)
Member of the Advisory Board - TBLI GROUP™ - Italy

Patrick Kanters (Speaker)
Managing Director Real Estate - ABP Investments - Netherlands

Kevin Nowlan (Speaker)
Principal - Wk Nowlan & Associates - Ireland

Yahya Pallavicini (Speaker)
Chairman Of The Education Committee - Isesco - The Islamic Educational, Scientific And Cultural Organization - Italy

09:00 - 10:45
Grand Auditorium

Workshop 7 - Emerging Markets II- Where are Tomorrow's Markets?

Sustainable Enterprise Investment Opportunities in Emerging Economies 1. Where are Tomorrow's Markets and what do they look like? Identifying strategic sectors. 2. Overcoming obstacles to investin... Read more.

Luiz Ros (Moderator)
Global Mgr, Markets And Sust. Enterprises - New Ventures - USA

Michael Feldner (Speaker)
Managing Director - Inspire South Africa (pty) Ltd - South Africa

Pramod Shedde (Speaker)
Managing Partner - BTS Investment Advisors Private Ltd. - India

Luiz Eduardo Passos Maia (Speaker)
CEO - Rio Bravo Investimentos - Brazil

10:45 - 11:15
Foyer

Coffee Break

11:15 - 13:00
Salle Notre Dame

Workshop 1 - Extrafinancials

Discover some of the leading, cutting edge analysis on calculating extrafinancial information about listed companies.

Ylva Lindberg (Moderator)
Founder & Managing Director - Sigla - Norway

Stewart Armer (Speaker)
Head of SRI - BNP Paribas Investment Partners - Germany
Integrating environmental costs and benefits into sustainable investment processes and product
Read more.

Simon Thomas (Speaker)
Chairman - Trucost PLC - UK
Quantifying environmental costs and benefits
Read more.

Grégory Schneider-Maunoury (Speaker)
CM - CICSecurities - France
From ethical investment screening to extra financial analysis.
Read more.

Sylvain Guyoton (Speaker)
Head of SRI Business Development - Vigeo Group - Vigeo - France
“Extrafinancials” Workshop - How to bridge the gap between CSR research and mainstream financial research?
Read more.

Graham Davies (Speaker)
Trustee - The Global Exchange for Social Investment - UK

11:15 - 13:00
Grand Auditorium

Workshop 2 - Bonds-SRI approach to Bonds

Eric Usher (Moderator)
Head, Renewable Energy and Finance Unit, Energy Branch - UNEP - France

Rory Sullivan (Speaker)
Head of Investor Responsibility - Insight Investment - UK
Integrating Governance, Social, Ethical and Environmental Issues into the Corporate Bond Investment Process
Read more.

Matthias Bönning (Speaker)
Head of Research and Member of Executive Board - oekom research AG - Germany
Bonds and SRI: Relevance - Research - Reactions
Read more.

Jean-Philippe Desmartin (Speaker)
Equity Analyst, Sri Research Manager / Decision Maker - Oddo Securities - France

11:15 - 13:00
Salon D'Honeur

Workshop 3 - Human Rights-Defining the boundaries of investor responsibility

What are the responsibilities of financial sector companies in relation to human rights? And where and how can investors push the boundaries of their influence to increase respect for human rights and... Read more.

Sally Britton (Moderator)
Director - Twentyfifty Limited - UK

Alastair Camp (Speaker)
Corporate Responsibility Director - Barclays Bank PLC - UK

Philippa Birtwell (Speaker)
Head of Public Issues - Barclays PLC - UK

Gro Nystuen (Speaker)
Chair of the Council on Ethics of the Norwegian Government Pension Fund - Norwegian Government Pension Fund - Norway

Marina d'Engelbronner-Kolff (Speaker)
Senior Manager Human Rights & Business - Humanist Committee On Human Rights - Netherlands

11:15 - 13:00
Salle Cavel

Workshop 4 - Faith Consistent Investing Seminar

Track 4:Board members of 3iG will present a number of successful examples of FCIs in the realm of: • Forestry • Micro financing • Share holders activism • Eco tourism in sacred forests ... Read more.

Mark Goldsmith (Moderator)
Director, ESG - Actis - UK

Margaret Rainey (Speaker)
Vice President - Global Solidarity Forest Fund Ab - Sweden

Andrew Musters (Speaker)
Senior Investment Manager - Robeco Alternative Investments/private Equity - Netherlands

Birgit Weinbrenner (Speaker)
Program Manager - Oikocredit - Netherlands

Fran M. Coopersmith (Speaker)
Senior Consultant - Asset Strategy Consultants - USA

11:15 - 13:00
Salle Eiffel

Workshop 5 - Leadership

Erik van Praag
Director - The Edge - Netherlands
Workshop: Presence based Leadership.
Read more.

11:15 - 13:00
Salle Labarre

Workshop 6 - SRI Implementation- Bridging the Commercial and Philanthropic Capital Markets

Oliver Karius (Moderator)
Partner - LGT Bank (Switzerland) Limited - Switzerland

Steven Godeke (Speaker)
Principal - Godeke Consulting - USA
Hybrid Transactions in the US Social Capital Market
Read more.

Philippe Bergeron (Speaker)
Director - Artemis - France
SustainAsia opportunities
Read more.

13:00 - 14:30
La Nef

Lunch

14:30 - 15:00
Grand Auditorium

Club of Rome Keynote

Leif Edvinsson
Adjunct Professor Of Intelectual Capital - IIIEE Lund University, The Hong Kong Polytechnic University - Sweden
Capital in Waiting: Hidden values being untapped – that’s why you need a triple bottom line.
Read more.

15:00 - 16:15
Grand Auditorium

TBLI Roundtable Challenge-Mainstreaming Sustainabilty in Investment Decisions

Overview of financial sector in naural resource investments.

Tensie Whelan (Moderator)
Executive Director - Rainforest Alliance - USA

Mike Tyrrell (Speaker)
Director Socially Responsible Investing - Citigroup Smith Barney - UK
Mining index and implications for investments
Read more.

Chanda Gibson (Speaker)
Vice President in Corporate Services and Real Estate - Goldman Sachs & Co. - USA
Energy fund, working on their own footprint - certified paper, furniture, buildings, coffee, etc.
Read more.

Amy Hayes Davidsen (Speaker)
Director Of Environmental Affairs - JP Morgan Chase - USA

Jon Williams (Speaker)
Head of Group Sustainable Development - HSBC Holdings plc - UK

16:15 - 16:45

Keynote

16:45 - 18:00
Espace Reamur

Reception

This overview was last changed: 2009-06-09 12:39:03 CEST

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