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February 2010


We are preparing for TBLI CONFERENCE™ ASIA 2010, the call for speakers and sponsors is already up.  A selection of presentations from TLBI CONFERENCE™ EUROPE 2009 are available as well as video and audio.

 

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TBLI CONFERENCE EUROPE 2007

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Location

Palais Brogniart, Paris, France

Dates

15 & 16 November 2007

November 15, Thursday

07:30 - 08:45

Check-in & Registration

To assure that you don't miss anything, please arrive early to check in, pick up your badge, or register (if you have not done so in advance).

09:00 - 09:15
Grand Auditorium

Welcome

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

09:15 - 09:45
Grand Auditorium

Opening Keynote

Albert Appleton
Former Head of New York Environmental Protection Agency - USA
"Paying for Environmental Services"
Read more.

09:45 - 11:00
Grand Auditorium

TBLI Roundtable Challenge - Challenges of Integrating ESG into Pension Funds


Alfred J.M. Kool (Moderator)
Partner - Kool Baas & De Quelerij, Communication and Marketing - The Netherlands

Rob Lake (Speaker)
Senior Portfolio Manager - Environment, Social And Governance Issues - APG - All Pensions Group - Netherlands

Amy Muska O’Brien (Speaker)
Director, Social Investing - TIAA - CREF Investment Management, LLC - USA

Jan Willem van Gelder (Speaker)
CEO - Profundo - Netherlands

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

11:00 - 11:30
Foyer

Coffee Break

11:30 - 12:00
Grand Auditorium

Keynote

Jan Teunen
Managing Director - Teunen Konzepte GmbH - Germany
"The World as Office: Good Office Design as Precondition for Sustainability"
Read more.

12:15 - 12:45
Grand Auditorium

Keynote

Jim Marston
Senior Attorney, Director Of The Texas Regional Office - Environmental Defence - USA
Mergers and Acquisitions - "TXU: 45 billion Responsible M&A"
Read more.

12:45 - 13:15
Grand Auditorium

Keynote

Peter J. Poot
Director - Chipshol Holding BV - Netherlands

13:15 - 14:30
La Nef

Lunch

14:30 - 16:15
Salle Labarre

Workshop 1 - Alternative Investments

Experience sharing of sustainable private equity funds. Where have they invested? What can be learned from the lemons and the plums?

Adrian Court (Moderator)
MD - Delphi International Ltd - United Kingdom

Juergen Habichler (Speaker)
Founding Partner - Mountain Cleantech AG - Switzerland
"A New Approach to Financing Cleantech Companies."
Read more.

R. Andrew de Pass (Speaker)
Managing Director & Head Of Sustainable Development Investments - Citi Alternative Investments - USA
"Sustainable Development Investments: Market Perspectives."
Read more.

Rene Savelsberg (Speaker)
Managing Director And CEO - SET Venture Partners - Netherlands
"Based on a number of established drivers the enormous energy market is changing: an investor's Walhalla?"
Read more.

14:30 - 16:15
Salle Brongniart

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.

Paul Scott (Moderator)
Director - CorporateRegister.com Ltd - United Kingdom

Nicholas Vantreese (Speaker)
CSR Manager - La Banque Postale - France
"Obstables and solutions to taking SRI funds to a wider audience."
Read more.

Mark Campanale (Speaker)
Advisor - Halloran Philanthropies - United Kingdom
"Towards a Social Stock Exchange."
Read more.

Emmanuel De la Ville (Speaker)
Managing Director - Ethifinance - France
An exclusive overview of CSR performance within small and midcaps in France based on 2-year investigation on over 100 listed companies
Read more.

Olaf Weber (Speaker)
Managing Partner - GOE M.B.H. - Gesellschaft Für Organisation - Switzerland
"The materiality of CSR performance for the financial return of companies."
Read more.

14:30 - 16:15
Salle Eiffel

Workshop 3 - Emerging Markets

Wim van der Beek (Moderator)
Partner - Goodwell Microfinance Development Company - Netherlands

Noah Beckwith (Speaker)
Partner – Economics and Development - Aureos - UK
"Building a Critical Mass of Sustainable SMEs in the Emerging Markets through Private Equity Investment."
Read more.

Geoffrey Mazullo (Speaker)
Director - East-West Management Institute - Poland
"Sustainable Investment in Central and Eastern Europe."
Read more.

David G. Creighton (Speaker)
President and Chief Executive Officer - Cordiant Capital Inc. - Canada
“Is SRI Screening a Drag on Returns?”
Read more.

Pedro Bastos (Speaker)
CEO - HSBC Investments - Brazil
“Emerging SRI in Brazil.”
Read more.

14:30 - 16:15
Salle Cavel

Workshop 4 - Dilemmas in Sustainable Investing

Leo Johnson (Moderator)
Partner - PriceWaterhouseCoopers - United Kingdom

Daan Schoemaker (Speaker)
Amnesty International - Netherlands
"Investing in arms trade and production? Towards a responsibly investment policy."
Read more.

Prakash Sethi (Speaker)
President - University Distinguished Professor - Baruch College - USA

Bill Ferns (Speaker)
Professor - Baruch College/cuny - Usa

Olga Emelianova (Speaker)
Director of Project Services - International Center for Corporate Accountability, Inc - United States
“Sethi CSR Monitor – A New Approach to Making CSR-Sustainability Reports More Effective-Attractive forPotential Investors.”
Read more.

Ronald Lubberts (Speaker)
Managing Director - Sustainalytics Netherlands - The Netherlands
"Controversial Weapons Radar: Solutions and implications for main stream institutional investors to avoid investments in controversial weapons."
Read more.

14:30 - 16:15
Salon D'Honneur

Workshop 5 - Carbon Markets

How will the cost of carbon impact the financial performance of corporations? Is carbon a new asset class?

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

Stephan Voisin (Speaker)
Head Of Social Responsible Investments - Crédit Agricole Cheuvreux - France
"Moving towards a low carbon economy: impact on equity."
Read more.

Toni Symonds (Speaker)
Senior Policy Advisor - California State Legislature - United States
"The California Carbon Market: Can Public Policy and Private Sector Interests Successfully Coexists?"
Read more.

Pierre Trevet (Speaker)
Managing Director - Innovest Strategic Value Advisors - United States
"Carbon Beta of Securities and their Impacts on Equity Portfolios."
Read more.

Paul Simpson (Speaker)
COO - Carbon Disclose Project - UK
"Carbon Disclosure, Latest CDP Findings and How Investors Are Using the Data."
Read more.

14:30 - 16:15
Salle Notre Dame

Workshop 6 - NGOs

Brigitte Monsou Tantawy (Moderator)
Director, Focus Area Business Role - WBCSD - Switzerland

Johan Frijns (Speaker)
Coordinator - Banktrack - Netherlands
"The role of NGOs - to understand, to challenge and to change."
Read more.

Rebecca Masisak (Speaker)
Co-CEO - Techsoup - USA

14:30 - 16:15
Grand Auditorium

Workshop 7 - FCI Track 1

Faith Consistent Investment (FCI) FCI is a wider concept than SRI. The Faiths share with large pension funds, charitable institutions, family trusts and universities a long-term perspective on inve... Read more.

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

Mordechai Liebling (Speaker)
Executive Vice-President - Jewish Funds for Justice - USA

Tapan Datta (Speaker)
Hewitt Associates - India

John Reynolds (Speaker)
Chairman - Church Of England - UK

Abbas Mirakhor (Speaker)
Executive Director - IMF - International Monetary Fund - Iran

16:15 - 16:45

Coffee break

16:45 - 18:15
Salle Labarre

Workshop 1 - Green Real Estate

Brigitte Monsou Tantawy (Moderator)
Director, Focus Area Business Role - WBCSD - Switzerland

Leanne Tobias (Speaker)
Principle - Malachite LLC - USA
Green Real Estate Investing: What Triple Bottom Line Investors Need to Know.
Read more.

Lisa Galley (Speaker)
Founder and Managing Principal - Galley Eco Capital, LLC - United States of America
The Lenders Case for Green Building.
Read more.

Perrine Dutronc (Speaker)
Business Development - RiskMetrics Group - France
Real Estate sustainability risks and opportunities.
Read more.

Blaise Desbordes (Speaker)
Caisse Des DÈpÙts Et Consignations*** - France

16:45 - 18:15
Salle Notre Dame

Workshop 2 - Hedge Funds

Pierre Bollon (Moderator)
Secretary General - AFG - France

Wolfgang Pinner (Speaker)
Head of SRI - Erste-Sparinvest KAG - Austria

William C. Crerend (Speaker)
President and Chief Executive Officer - EACM Advisors LLC - United States of America
Responsible Investing in a Hedge Fund Context: A Case Study.
Read more.

Erik Eidolf (Speaker)
Executive Director - Harcourt Investment Consulting - Sweden
Investing in hedge funds whilst remaining compliant to strict SRI guidelines.
Read more.

Francisco G. Blanch (Speaker)
Head of Commodity Research - Merrill Lynch - UK

16:45 - 18:15
Salle Cavel

Workshop 3 - Social Entrepreneurship

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

Jerr Boschee (Speaker)
Founder And Executive Director - The Institute For Social Entrepreneurs - USA
New trends in social enterprise and new opportunities for social investors.
Read more.

Anastasia A. Kellermann (Speaker)
Sustainability Unlimited - Netherlands
Sustainability Joint AdVentures.
Read more.

Jennifer Morgan (Speaker)
Capital Accountability Policy - WWF-UK - United Kingdom
Sustainable SMEs - Creating Value within Planetary Limits.
Read more.

Samantha Beinhacker (Speaker)
President & CEO - New Capital Consulting - UK
Measuring the Impact of Social Entrepreneurs' Efforts.
Read more.

16:45 - 18:15
Salon D'Honneur

Workshop 4 - Case Study - Institutionalizing Sustainability

Hugh Wheelan (Moderator)
Journalist - Financial News - France

Melchior De Muralt (Speaker)
Managing Partner - De Pury Pictet Turrettini & Co. Ltd. - Suisse
Strategic Engagement: The new generation of socially responsible investment - Case Study: The Guilé European Engagement Fund.
Read more.

Michael Hopkins (Speaker)
CEO - MHC International Ltd. - UK
Has the Greening of CSR gone too far?
Read more.

Frédéric Lorenzini (Speaker)
Rédacteur en chef & Directeur de la recherche - Morningstar France - France
How to build a SRI portfolio with real diversification: identifying good SRI funds is not such a challenge, building a truly diversified portfolio with different SRI funds is the difficulty.
Read more.

Michèle Jardin (Speaker)
CEO - Credit Agricole Asset Management, IDEAM - France
"SRI & Responsible Investment at Crédit Agricole AM."
Read more.

16:45 - 18:15
Grand Auditorium

Workshop 5 - FCI Track 2 The new Faith Consistent Investor

All religious organizations, but especially smaller organizations which lack the means for an in-house investment staff, face a number of issues in considering a more pro-active, mission-consistent in... Read more.

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

Edward Apsey (Speaker)
Manager, Social Advisory Services - RiskMetrics Group - United States

Peter D. Kinder (Speaker)
Director - Kld Research & Analytics, Inc. - Usa

David Zellner (Speaker)
Chief Investment Officer - General Board of Pension and Health Benefits of the United Methodist Church - USA

Stephen Ross (Speaker)
Executive Director - Leo Baeck College - UK

16:45 - 18:15
Salle Brongniart*

Workshop 6 - Engaging your Organization for Environmental Social Governance

*Space limited to 20 participants. When registering, please indicate your desire to attend this session when choosing your agenda items.

Tom Cummings
Founder And Director - Executive Learning Partnership - Belgium

18:30
Grand Auditorium

ESG Leaders Awards from IPE and TBLI

Investment & Pensions Europe has joined with TBLI to present the first ever ESG Leaders Awards for the investors, investment management and research community. Five IPE TBLI Awards will be presented i... Read more.

19:15
Espace Réaumur

Reception

20:00
La Nef at the Palais Brongniart

Gala Dinner

22:00

After Dinner Party by SAM/Stoxx at Maxim's

November 16, Friday

09:00 - 10:45
Salle Brongniart

Workshop 1 - FCI Track 3 New mission driven investment opportunities and strategic alliances

Through outreach programs, hospitals, schools and community centers, the Faiths are making a substantial contribution to the achievement of the United Nation's Millennium Development Goals (MDGs). Sim... Read more.

Seamus Finn (Moderator)
Director - Missionary Oblates - Usa

Roderick Munsters (Speaker)
CIO - ABP - Netherlands

William C. Crerend (Speaker)
President and Chief Executive Officer - EACM Advisors LLC - United States of America

Robert Haßler (Speaker)
Chief Executive Officer and Co-Founder - oekom research AG - Germany

Jeffrey Dekro (Speaker)
Senior Vice President - Jewish Funds for Justice - USA

09:00 - 10:45
Salle Notre Dame

Workshop 2 - TBLI Investor's Salon

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

Mattias Lindgren (Presenters)
Export Director - Swebo Flis & Energi - Sweden

Philip Kithil (Presenters)
Founder & CEO - Atmocean, Inc. - USA

Gideon Ziegelman (Presenters)
Founder & CEO - Iqwind Ltd. - Israel

Ruud van Eck (Presenters)
CEO - Diligent Energy Systems BV - Netherlands

Alois M. Flatz (Jury)
President - Vantage Point Global - Switzerland

Rene Savelsberg (Jury)
Managing Director And CEO - SET Venture Partners - Netherlands

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

Charlie O'Malley (Jury)
Managing Director - P3 Capital - UK

09:00 - 10:45
Salle Cavel

Workshop 3 - Fixed Income

Hugh Wheelan (Moderator)
Journalist - Financial News - France

Lysanne Van der Made (Speaker)
Account Manager - SNS Asst Management - Netherlands
A Responsible Bond Approach.
Read more.

Wolfgang Pinner (Speaker)
Head of SRI - Erste-Sparinvest KAG - Austria

Gaëtan Herinckx (Speaker)
Head of Sustainable and Responsible Investment - Dexia Asset Management - Belgium
Sustainable bond fund management
Read more.

09:00 - 10:45
Salle Labarre

Workshop 4 - FUNDETEC Workshop: Financing Environmental Technologies

Robert Earhart (Moderator)
Consulting Director - TBLI GROUP™ - France

Arnaud Berger (Speaker)
Head Of Sustainability - Banque Fédérale Des Banques Populaires - France

Mungo Park (Speaker)
Chairman - Innovator Capital Limited - United Kingdom
Environmental Technologies - Financing the early stages
Read more.

Silvio Mattanza (Speaker)
Managing Director - Zegora Investment Management Ltd. - Switzerland

Fabrizio Donini Ferretti (Speaker)
Direction des Financements de Projets - Dexia Credit Local - France
Financing technologies or regulatory frameworks?
Read more.

09:00 - 10:45
Salle Cavel

Workshop 5 - Paying for Environmental Services

Albert Appleton (Moderator)
Former Head of New York Environmental Protection Agency - USA

Francis Vorhies (Speaker)
Director - Earthmind - Switzerland
Investing in protected productive areas.
Read more.

Christo Marais (Speaker)
Head: Operations Support - Working For Water - South Africa
The restoration of natural capital and the development of payments for ecosystem services in South Africa: An opportunity for sustainable natural resource management and use?
Read more.

Martha 'Pati' Ruiz Corzo (Speaker)
Federal Director - Sierra Gorda Biosphere Reserve - Mexico
Biodiversity and extreme poverty
Read more.

Guillaume Sainteny (Speaker)
Director-Direction des Etudes et de L'Evaluation Env. - Ministere de l'Ecologie - France

09:00 - 10:45
Salle Eiffel

Workshop 6 - TBLI Research II

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

Louise O’Halloran (Speaker)
Executive Director - Ethical Investment Association - Australia

Jean Laville (Speaker)
Director - Ethos - Switzerland
ESG Materiality: mainstreaming trend or just another repackaging of SRI?
Read more.

Felix Schnella (Speaker)
Vice President - Allianz Global Investors - Germany
Relevance of non-financial information for mainstream investors.
Read more.

Pascal Bello (Speaker)
Director - BMJ Ratings - France
Global Value": The evaluation of corporate global performance.
Read more.

09:00 - 10:45
Salle Brongniart*

Workshop 7 - Engaging your Organization for Environmental Social Governance

*Space limited to 20 participants. When registering, please indicate your desire to attend this session when choosing your agenda items.

Tom Cummings
Founder And Director - Executive Learning Partnership - Belgium

10:45 - 11:15
Foyer

Coffee Break

11:15 - 13:00
Grand Auditorium

Workshop 1 - FCI Track 4

The Faiths and corporate engagement In presentations by religious organizations and secular partners, the session will give a salient overview of how the Faiths engage corporations. Shareholders' ... Read more.

Mark Goldsmith (Moderator)
Investment Principal - Actis - Uk

Patricia Daly (Speaker)
Executive Director - Tri-State Coalition for Responsible Investment - United States

Miles Litvinoff (Speaker)
Coordinator - ECCR - Ecunemical Council for Corporate Responsibility - UK

François Meloche (Speaker)
GIR - Groupe Investissement Responsable - Canada

11:15 - 13:00
Salle Labarre

Workshop 2 - Are We Making a Difference? Monitoring & Evaluation of E&S Impacts

The expectation to know whether and how sustainability focused investments are making a difference is rising. Entrepreneurs, project developers and intermediaries that want to compete successfully for... Read more.

Virginia Barreiro (Moderator)
Director New Ventures - World Resources Institute - United States

Emmanuelle Staub (Speaker)
Monitoring and Evaluation (M&E) Officer - E+co Africa - South Africa

Eluma Obibuaku (Speaker)
Measurement Specialist - IFC - International Finance Corporation - USA

Ben Ripple (Speaker)
Founder - Big Tree Farms - Indonesia

Mildred Callear (Speaker)
Executive Vice President And Chief Operating Officer - SEAF - Small Enterprise Assistance Fund - USA

11:15 - 13:00
Salon D'Honneur

Workshop 3 - Private Equity and Sustainability

1) Can the goals of sustainability be combined with attractive financial returns? 2) What type of investments can meet both criteria? 3) What are the obstacles and growth opportunities for this sect... Read more.

Matt Christensen (Moderator)
Executive Director - Eurosif - France

Nigel Meir (Speaker)
Director - Ludgate Investments Limited - UK
Closing the loop – a case study.
Read more.

Michele Giddens (Speaker)
Executive director - Bridges Community Ventures Ltd. - UK

Even Bakke (Speaker)
Managing Director - Bankinvest Group - Denmark
Venture Investment in Sustainable Energy Technologies.
Read more.

Hans Dellenbach (Speaker)
Emerald Technology Ventures Ag - Switzerland

11:15 - 13:00

Workshop 4 - Corporate GovernanceLocation: Salle Cavel

Geoffrey Mazullo (Moderator)
Director - East-West Management Institute - Poland

Odilon Audouin (Speaker)
Co-founder and CEO - Intelleval Monaco - Monaco
Anti-money laundering indicators in measuring Financial Institutions CSR performance.
Read more.

Jean-Philippe Desmartin (Speaker)
Equity Analyst, Sri Research Manager / Decision Maker - Oddo Securities - France
Corporate governance and materiality.
Read more.

Pierre Dinon (Speaker)
Sustainable Developpment Manager - AGF ASSET MANAGEMENT - France
Corporate Governance
Read more.

11:15 - 13:00
Salle Eiffel

Workshop 5 - Fund Performance

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

Xavier Desmadryl (Speaker)
SRI Financial Analyst - HSBC Asset Management - UK
Demystifying Responsible Investment Performance.
Read more.

Pierre Weiss (Speaker)
Director - Synchrony Asset Management - Switzerland
Management of Swiss small and mid caps, by using a triple bottom line analysis.
Read more.

Paul Herman (Speaker)
CEO + Founder - HIP Investor Inc - USA
How Human Impact Drives Profit: Higher Returns for Both Stakeholders and Shareholders.
Read more.

John Cusack (Speaker)
President - Gifford Park Associates - USA
Metrics for Measuring Sustainability Performance- Latest Developments in the Financial and Higher Education Sectors.
Read more.

11:15 - 13:00
Salle Notre Dame

Workshop 6 - Microfinance

Michael Hopkins (Moderator)
CEO - MHC International Ltd. - UK

Wim van der Beek (Speaker)
Partner - Goodwell Microfinance Development Company - Netherlands

Roger Frank (Speaker)
Managing Partner - I3 Advisors LLC (Head Office) - United States of America

Shawn Murphy (Speaker)
Executive Director - Morgan Stanley - UK
Bridging the gap between Microfinance and the Capital Markets.
Read more.

11:15 - 13:00
Salle Brongniart

Workshop 7 - Shareholder Engagement

Virginia Sonntag-O´Brien (Moderator)
REN21 Secretariat, SEFI, UNEP Division of Technology - UNEP Sustainable Energy Finance Initiative - UNEP Sustainable Energy Finance Initiative - Sefi - France

David Harris (Speaker)
Senior Executive, Responsible Investment - FTSE Group - United Kingdom
Corporate Engagement - Experiences from an Index Company
Read more.

Yuzo Konishiike (Speaker)
Chief Manager - Mitsubishi UFJ Trust and Banking Corporation - Japan
Present condition and recent trends of proxy voting in Japan.
Read more.

Reginald Stanley (Speaker)
Chief Marketing Officer - Calvert - United States
Shareholder Advocacy Issues, Tools, and Trends - a U.S. Perspective.
Read more.

Adam Seitchik (Speaker)
Managing Director - Auriel Capital - United States of America
The Power of Collaboration.
Read more.

Paul Hewitt (Speaker)
European Business Development Manager - Manifest Voting Agency Ltd. - UK
A Manifest Investigation into the Practical Problems of Informed Voting Across EU Borders.
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
TBL and The Intellectual Capital Perspectives.
Read more.

15:00 - 15:30
Grand Auditorium

Keynote

Roxanne Decyk
Corporate Affairs Director - Royal Dutch Shell Plc - Netherlands

15:30 - 16:45
Grand Auditorium

TBLI Roundtable Challenge - Impacts of Climate Change on the Financial Sector

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

Ivan Zelenko (Speaker)
Head of Derivatives and Structured Finance - World Bank - USA

Peter Michaelis (Speaker)
Head of Sustainable and Responsible Investment - Aviva Investors Global Services Limited - United Kingdom

Vicki Bakhshi (Speaker)
Associate Director - F&C Asset Management PLC - UK

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

Philippe Spicher (Speaker)
CEO - CENTRE INFO - Switzerland

Ian Clark (Speaker)
European Commission - Belgium

16:45 - 17:15

Closing Keynote

Martin Jenkins
CEO - Oxford Place - UK
How To Break Performance Records.
Read more.

17:15 - 19:00
Espace Réaumur

Reception

This overview was last changed: 2009-06-09 12:40:04 CEST

TBLI CONFERENCE EUROPE 2007 - Sponsors

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