07:30 - 08:45 Check-in and Registration at the NH Grand Hotel Krasnapolsky***** 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). Location Reception Desks
09:00-09:15 Welcome Robert Rubinstein, Founder & CEO, TBLI CONFERENCE™/TBLI CONSULTING™/TBLI ACADEMY™, The Netherlands 10 Years TBLI CONFERENCE™ Special welcome to our Eastern European SRI Delegation Location Grand Ballroom
09:15-09:30 Official Opening Job Cohen, Mayor of Amsterdam Location Grand Ballroom
09:30-10:00 Opening Keynote Paul Watchman, CEO, Quayle Watchman Consultancy, United Kingdom 21st Century Fiduciary Duties: A New Day and a New Dawn for Investors? Location Grand Ballroom
10:00-10:30 Keynote Vicky Sharpe, President and CEO, Sustainable Development Technology Canada, Canada Emerging Trends in Cleantech Financing Location Grand Ballroom
10:30-11:30 TBLI Roundtable
How Will Climate Change Impact The Banking Sector?
Does the Credit Crunch impair or stimulate the financial sector's potential to integrate SRI and Climate Change concerns? Does SRI have a positive influence in restoring the Banking Sector's credibility and is this also true for any investments to counter Climate Change? How transparent should banks be in sharing their pricing forecasts with interested parties? Should banks begin to consider physical adaptation measures as well as emission mitigation measures in financing properties, infrastructure and other fixed assets? What limits should banks place on financing investments in traditional carbon-intensive technologies and sectors? Should financing of these sectors be treated differently in emerging markets than in developed markets? What role do banks expect emissions trading to play in facilitating greenhouse gas reductions, and how much of their own climate change strategies depend on it? What price should banks assume for carbon dioxide emissions in long-lived capital investments? After highlighting the most poignant findings of the 2008 RiskMetrics report "Corporate Governance and Climate Change: The Banking Sector", panelists will discuss these and many other questions - including those invited from the audience. Location Grand Ballroom
Moderator: Doug Cogan, Director of Climate Change Research, RiskMetrics Group Inc, United States of America
Speaker 1: Wolfgang Pinner, Head of Sustainable Investments, ERSTE-SPARINVEST KAG, Austria Speaker 2: Arthur Docters van Leeuwen, Chairman of the Board, Holland Financial Centre, The Netherlands Speaker 3: Paul Mudde, Sustainable Finance & Insurance, The Netherlands Speaker 4: Kirsty Jenkinson, Director, Governance & Sustainable Investment, F&C Asset Management PLC, United Kingdom Speaker 5: Stéphane Voisin, Head of SRI, Crédit Agricole Cheuvreux, France Speaker 6: Masahiro Kato, Senior Manager, Mitsubishi UFJ Trust and Banking Corporation, Japan
11:30-12:00 Coffee Break Location Volmer Rooms, St. John's Room 1, Congress Entry and Vestibule
12:00-12:30 Keynote Alain Dromer, CEO, Aviva Investors Location Grand Ballroom
12:30-13:00 Keynote Claudia Langer, Founder and Chair, Utopia AG, Germany Awakening Consumers, Awakening Investors and Why You Should Have Some Real Good Answers to Their Needs Location Grand Ballroom
13:00-13:05 Short Session Briefing Moderators provide quick outline of their sessions in order to help attendees choose out of 22 sessions Location Grand Ballroom
13:05-14:30 Standing Buffet Lunch Location Wintergarden, Restaurant Le Reflet, Golden Palm Bar
14:30-16:15 Workshops Workshops contain 3 (maximum 4) presentations of 20 minutes' duration and Q&A time. Presenters are free to choose the format of their presentation, but are requested to provide a copy for downloading from the TBLI COƒNFERENCE™ datase after the event. TBLI presentations are freely web-accessible to anyone anywhere after the event.
Workshop Locations St. John' s Room 2 and Grand Ballroom (Ground Floor) Amsterdam Room, Foyer Room, Seasons Room and Executive Room (First Floor)
1. Microfinance Location Amsterdam Room, First Floor
Moderator: Gert van Maanen, former CEO Oikokredit, The Netherlands
Speaker 1: Robert Bragar, General Counsel, Oikocredit U.A., The Netherlands Financing Microfinance - Laws That Apply. The legal opportunities, barriers and pitfalls that face any Northern Hemisphere funder of microfinance and other anti-poverty businesses in developing countries. Why do legal issues matter? How to select the right investments: legal concerns? Can we enforce our rights? Can we prevent misuse of money? Local law and lawyers? Local currency - hard currency? What legal entities to lend to? Is arbitration worthwhile or a waste of time? Speaker 2: Xavier Reille, Lead Microfinance Specialist, CGAP c/o The World Bank, France Results of 2008 CGAP Study on Evolving Opportunities for Microfinance Investment Funds 1) The market for institutional investors in microfinance is in an early, high growth phase. 2) Investments have more than doubled since last year. If the growth rate continues through 2009, we would expect asset under management of microfinance investment vehicles (MIVs) to reach almost billion by that time. 3) 75% of these investments are in fixed income, but equity investments are growing more rapidly. In 2007 equity investments grew by 95% and 7 new equity funds were created. 4) Investments are primarily directed towards Eastern Europe and Central Asia (45%) and Latin America (32%) although South Asia and Africa are on the rise (+ 164% and 119% respectively). Speaker 3: Sanjay Sinha, Deputy CFO, MicroCredit Enterprises/California Bank & Trust, United States of America 1) How similar is the microfinance market to the subprime mortgage market? What lessons can be learned to prevent a similar disaster? 2) What steps can the microfinance industry take toward self regulation that will protect the interest of the borrowers and the investors?
2. TBLI In Emerging and Transition Economies in CEE Location Foyer Room, First Floor
Moderator: Geoffrey Mazullo, Director, Partners for Financial Stability (PFS) Program, East-West Management Institute, Representative Office in Poland
Speaker 1: Leopold Seiler, CEO, Seiler Asset Management Vermoegensverwaltung GmbH, Vision Microfinance, Member of the Advisory Board, Vienna Microfinance in the eastern European neighborhood – where Adam Smith has to meet David Hume 1) Are the SRI‐markets in EE too small for effective investments or expectations of investors just a little bit too ...? 2) Why is SRI in EE relevant in a globally diversified portfolio? Speaker 2: Sorana Baciu, Director Corporate Development and Investor Relations, PETROM S.A., Romania Benchmarking with investment grade companies 1) What is the relation between the corporate governance and the sustainability strategy of a company? 2) Is sustainability an investing criterion for companies listed on less developed capital markets? 3) Is a Sustainability Index possible at BSE?
Moderator: Maurits Groen, Director, Groen Milieu & Communicatie B.V., The Netherlands
Speaker 1: Ariën Knibbe, Business Development Executive, IBM Global Business Services - Public Sector, The Netherlands Road User Charging NL - Latest Developments and Planning Concerning Free Flow Tolling Systems in The Greater Amsterdam Area 1) The largest and most innovative ICT project of the Netherlands? 2) How will the billions of investment be financed? Speaker 2: Carlo van de Weijer, Vice-President Road Charging, TomTom International B.V., The Netherlands Connected Navigation: A Huge Market-Driven Step Towards Sustainable Mobility. 1) How can you gain huge improvement in mobility by connecting vehicles via their navigation systems? 2) How can you make driving more comfortable and more sustainable at the same time? Speaker 3: Ralf Barkemeyer, Research Fellow, Queen's University Management School, Queen's University Belfast, Ireland Sustainable Value In Automobile Production. An analysis of the sustainability performance of automobile manufacturers worldwide. 1) How can we express corporate sustainability performance in monetary terms? 2) How efficiently have major automobile manufacturers used their social, environmental and economic resources?
4. High Net Worth Wealth Management and TBLI Location St. John's Room 2
Moderator: Angela de Wolff, Founder and CEO, ConSer Invest SA, Switzerland
Speaker 1: Erol Bilecen, Director, Head Client Services, Sarasin Sustainable Investment®, Bank Sarasin & Co. Ltd, Switzerland HNWIs and SRI: Current Status, Outlook and Potential Pitfalls 1) An overview on HNWIs and SRI will be presented based on a recent and ground-breaking study by Bank Sarasin & Co. Ltd 2) HNWIs are currently very much en vogue - institutional investors should be aware of potential pitfalls. Speaker 2: Jan Willem Nieuwenhuys, Director, Nieuwenhuys Brink Crommelin, The Netherlands Raising The Standards - Broad SRI vs Core SRI Does SRI effect the return on your investment? Speaker 3: G. Benjamin Bingham, Managing Director, Benchmark Asset Managers LLC, United States of America SHY Management & 100% TBLI! 1) If asset allocation dictates performance while stock picking and timing are of limited significance over time, then why do we need to be "irresponsible" at all in our investing? 2) If backward looking asset allocation and top performing money managers in the past 5 years generally underperform in the next 5 years, why are people still using consultants who specialize in sophisticated tracking?
5. European Union Policy Changes and Impact on Financial Sector Location Grand Ballroom
Moderator: Robert Earhart, Director, TBLI Consulting Group, SARL, France
Speaker 1: Yukiko Fukasaku, Managing Director, Innovmond SARL, France Corporate Social Responsibility in the Regional Strategy of the European Union 1) What role did corporate social responsibility play in the regional strategy of the European Union? 2) How has it evolved as a policy instrument? Speaker 2: Raymond Van Ermen, Executive Director, European Partners for the Environment (EPE), Belgium Mobilising Financial Actors and Markets - Enabling Delivery of the European Union Objectives 2020-2050 1) What are the European Union objectives 2020 and perspectives 2050 related to climate change, renewable energy, energy efficiency and natural resources ? 2) How will the “value chain” be mobilized and what will be expected from the Financial Community? Speaker 3: Toni Symonds, Chief Consultant, California State Assembly Committee on Jobs, Economic Development, and the Economy, United States of America [Recent Developments in - and a Critical Appraisal from - California]
VIGEO PRESS MEETING Presentation of the 2008 Study on Green, Social and Ethical Funds in Europe
Organisation: Davide dal Maso, Head of SRI Department, Vigeo Media relations: Thomas Gérard, Media Relations Manager, Vigeo T +33 1 55 82 32 44 Location Executive Room, First Floor
16:15-16:45 Coffee Break Location Volmer Rooms, St. John's Room 1, Congress Entry and Vestibule
16:45-18:15 Workshops
6. Clean Investment Location Amsterdam Room, First Floor
Moderator: Mungo Park, Chairman, Innovator Capital Limited, United Kingdom
Speaker 1: Richard Youngman, Managing Director, Cleantech Group - Europe, United Kingdom Growing Investments in New Clean Technologies, But Do They Match Customer Demand? 1) A data-driven view on activities of European and Global venture capital in the cleantech sphere; 2) What areas are being invested in, where, in what amounts, with what growth rates? 3) Cleantech Group's experience of the demand-side; 4) An examination of the relative match between supply and demand of clean technology. Speaker 2: Julia Balandina Jaquier, Head of Sustainable Investment Group, AIG Investments, Switzerland Investing in Cleantech – from Philanthropy to the Next Big Thing Cleantech investment space has seen an amazing transformation during the last 5 years – from the niche sector driven by environmentalists to a billion dollar booming global investment market. What has changed and how to make sustainable returns in this hype market? Speaker 3: Gerard Reid, CEO, Oikovest GmbH, Germany Investing in Cleantech – The Public Markets Aspect 1) Cleantech Investment. The opportunity of our lifetime? 2) The Role of the Public Markets in Cleantech 3) The Challenges of being a Cleantech Investor on the Public Markets 4) The Future?
7. Carbon Markets Location Foyer Room, First Floor
Moderator: Doug Cogan, Director of Climate Change Research, Riskmetrics Group, United States of America
Speaker 1: Sascha Lafeld, Executive Board Member, First Climate AG, Germany Carbon Markets - A US Perspective 1) What are the latest developments in the potentially largest carbon market worldwide? 2) How can investments in US carbon reduction projects be stimulated? [First Climate LLC is a Founding Reporter of The Climate Registry. Founders are thirty-nine U.S. states, eight Canadian provinces, six Mexican states, three Native American tribes and the District of Columbia. The Climate Registry is a non-profit organization established to measure and publicly report greenhouse gas emissions (GHG) in a common, accurate and transparent manner consistent across industry sectors and borders.] Speaker 2: Sachiko Ai, Senior Chief Manager, Mitsubishi UFJ Trust and Banking Corporation, Japan The Current Movements for a "Low Carbon Economy" in Japan and a New Trust Scheme for Transactions 1) What is the Japanese Perspective of a "Low Carbon Economy"? 2) What are current options for emissions reduction of Japanese companies? 3) Introduction of the Emission Trust Scheme 4) What are the implications of the current movements for SRI Development in Japan? To realize a "Low Carbon Economy", the Japanese Government, regulators, pension fund owners and politicians have started to discuss ESG disclosure rules on financial reporting and measurement methods of ESG activities, as well as issues of emissions reduction, in order for ESG activities to be taken into account for Japanese company valuations. Speaker 3: Seb Walhain, Head of Carbon Trading, Fortis Bank, The Netherlands The State of the Carbon Market 1) Does emissions trading work? 2) How do we get from trading to project finance?
8. TBLI Research Location Seasons Room
Moderator: Jo Confino, Head of Sustainable Development and Guardian Executive Editor, The Guardian, United Kingdom
Speaker 1: Axel Hesse, Senior Consultant, SD-M (Sustainable Development Management), Germany Outperformance with Sustainable Development Key Performance Indicators (SD-KPIs) SD-KPIs are the three most important sustainability indicators for business development, position and anticipated development of an industry group. SD-KPIs offer institutional investors the opportunity to generate portfolios with a high long-term outperformance. This was evaluated by leading European pension funds with € 460 billions of assets under management in 2008. 1) How has the copyrighted concept of SD-KPIs been constructed from 2004 until now? 2) How can companies fulfill their duty to disclose SD-KPIs in annual/management reports, which is demanded by the European Union Accounts Modernisation Directive. 3) What are Best Practice examples? 4) How can asset owners and asset managers integrate SD-KPIs in investment mandates and products? Speaker 2: Sean Gilbert, Director Technical Development, Global Reporting Initiative, The Netherlands Approaching Integration from the Investor and the Company Perspective 1) Integration is the buzzword of the day within responsible investment circles, but how far is it going? 2) Where are some of the limits and are there any useful lessons for how companies look at the value of sustainability? Speaker 3: TBA
9. Mission and/or Faith Related Investment Faith or conviction in distinct cases determines behavior, including investment behavior. To what extent is conviction or faith consistent with ESG goals? The session will discuss the issues with regard to environmental sustainability, socially desirable investments and the basis of good governance from a mission driven and/or faith related prospective. Location Executive Room, First Floor
Speaker 1: Raúl Pomares,Vice-President, Guggenheim Partners, United States of America, Speaker 2: Lisa Kleissner, Co-Founder, KL Felicitas Foundation, United States of America, Speaker 3: Charly Kleissner, Co-Founders, KL Felicitas Foundation, United States of America Myths, Reality, and Opportunities for Portfolio Integration – How a small Family Foundation leverages its social impact with mission and values investing 1) How can you align the majority of your assets with your mission and values, given asset allocation constraints, perceived scarcity of robust deal flow, and organizational hurdles? 2) What are the challenges and trends in mission and value investing? Speaker 4: Asad Zafar, CEO, Al Rayan Investment, Qatar Speaker 5: Bill Crerend, CEO, EACM Advisors, United States of America Hedge funds and ESG – With Investment Freedom Comes Responsibilities EACM have successfully introduced a hedge fund strategy based on Christian faith based principles: 1) How does a purely secular environmental, social and governance driven approach compare to faith based investing? What are the similarities and differences? 2) What are the challenges that exist in managing compliance with Christian faith based principles?
10. Voluntary Guidelines - Are they effective? Location Grand Ballroom
Moderator: Hugh Wheelan, Editorial Director, Response Global Media Limited, United Kingdom
Speaker 1: Narina Mnatsakanian, Project Manager, Principles for Responsible Investment Emerging Markets and Developing Countries Project, UNEP Finance Initiative, Switzerland Principles For Responsible Investment As a Global Voluntary Investor Framework 1) How successful has the initiative been so far? 2) What are the next steps? Speaker 2: David Glenister, SGS International Sales Manager, Registered Lead Auditor, Sustainable Report Assurance Specialist, SGS Group, Switzerland Equator Principles – Managing Environmental and Social Risks in Project Finance 1) How to best measure and report performance against social and environmental benchmarks during a project’s life cycle? 2) Where can an independent party help? Speaker 3: Leo Johnson, Director, Sustainable Finance Limited, United Kingdom Responding To Climate Change 1) Can capitalism regulate itself? 2) Where are we headed? 3) What are the options?
Commentator: Johan Frijns, Co-ordinator, BankTrack, The Netherlands
11. Fund Performance and Strategy Location St. John's Room 2
Speaker 1: David Creighton, CEO, Cordiant Capital, Canada The Benefits of ESG Investing in Emerging Markets - CEE/SEE. 1) Does ESG screening add value in Emerging Markets? 2) Can ESG and development work in parallel? Speaker 2: Stewart Armer, Head of Sustainable and Responsible Investment, Fortis Investments New Generation SRI - How Integrated Approaches Can Make Financial Sense of ESG Speaker 3: Steve Falci, Vice-President of Sustainable Investment, KBC Asset Management, Ireland Sustainable Thematic Funds - Exploring the link between thematic portfolios, sustainability and long-term investment returns. Why are thematic funds a sound investment option for institutional investors and trustees?
18:15-19.00 Time out
19:00-21.30 Grand Dinner - Dutch Delights Salon Music by Trio Charlotte Bon Location Wintergarden, Volmer Rooms
20:00-20:30 ESG Leaders Awards Ceremony Awarded by Investments & Pensions Europe
Best Research House/Consultant in ESG Most Innovative Development Related to ESG Outstanding Contribution to Development in ESG Best Asset Manager investing in ESG Best Investor in ESG
21:30-21.40 Closure of First Conference Day
20:40 60 Seconds of Fame
22:00-01:00 After Dinner Party Sponsored by SAM , STOXX and Dow Jones Werck Restaurant & Café Bar (lower bar), Prinsengracht 277, 1016 GW Amsterdam Werck is located on Prinsengracht, near the corner with Rozengracht between the Westerkerk and the Anne Frank House at 10 minutes' walking distance from NH Grand Hotel Krasnapolsky.
November 14, Friday - Last Updated 30/10/08
09:00-10:45 Workshops
12. TBLI Research - What Makes a Great Rating Agency? In a recent survey, Göteborg University and Chalmers University of Technology compared environmental rating schemes and actual company ratings provided by seven major European and North American SRI analyst organisations, using a well-established theoretical sustainability framework. What is the reliability and validity of ESG ratings in general and how can environmental rating schemes be improved? Location Grand Ballroom
Moderator: Tami Zilberg, Senior Sustainability Consultant, Co-Chair Israel Mirror Committee to the Working Group of ISO26000, Israel Center for Social Responsibility, Israel
Speaker 1: Ronald Lubberts, Managing Director, Dutch Sustainability Research, The Netherlands Speaker 2: Rolf D. Häßler, Director Business Development, oekom research AG, Germany Speaker 3: Mairead Hancock, Head of Client Services, EIRIS Ltd, United Kingdom Speaker 4: Mark Tulay, Head of ESG Solutions, RiskMetrics Group, United States of America Speaker 5: Davide dal Maso, Head of SRI Department, Vigeo
13. Water Location Amsterdam Room, First Floor
Moderator: Giulio Franzinetti, 3iG/TBLI GROUP™ Associate, Member of Advisory Board, Italy
Speaker 1: Peter van der Linde, Partner Director, Akvo, The Netherlands Akvo - The Open Source for Water and Sanitation 1) Could and should investing in water and sanitation for the poor be made into good business? 2) Are there business concepts that are truly scalable? Speaker 2: Matthias Priebs, Vice-President, Sarasin Sustainable Investment®, Bank Sarasin & Co. Ltd, Switzerland More investments in water infrastructure are desperately needed, but not every water investment is sustainable in itself. Key criteria to avoid investment pitfalls. Speaker 3: *Steve J. Hoffmann, Managing Director, WaterTech Capital / Palisades Water Index Associates, United States of America
14. TBLI In Emerging and Transition Economies in CEE Location Foyer Room, First Floor
Moderator: Geoffrey Mazullo, Director, Partners for Financial Stability (PFS) Program, East-West Management Institute, Representative Office in Poland
Speaker 1: Veronika Juchnewitsch, Fund Manager, Head of SRI, Limestone Investment Management, Estonia Tailoring SRI Research to Emerging Europe investment 1) Socially responsible investing in emerging Europe – madness or maximising the potential for outperformance? 2) SRI Investment process in emerging Europe context – how different is it from bottom up fundamental research? Speaker 2: Wolfgang Pinner, Head of Sustainable Investments, ERSTE-SPARINVEST, Austria Launch of New Investment Fund for Eastern Europe Speaker 3: Cristina Loghin, Head of Capital Market and Investor Relations Department, Business Development Division, National Power Grid Company - Transelectrica, Romania TEL or Sustainable Investment in an Eastern European Energy Company 1) What should a socially responsible investor expect from his CEE socially responsible investment? 2) What should a CEE public company expect from their socially responsible investors?
Moderator: Mungo Park, Chairman, Innovator Capital Limited, United Kingdom
Speaker 1: Steve Anderson, CEO, Surfect Technologies Inc., United States of America Speaker 2: Barry Clive, Chief Technology Officer, SolarEmpower Ltd., United Kingdom Speaker 3: András Gosztonyi, Chief Financial Officer, Heliocentris Fuel Cells AG, Germany
16. TBLI ACADEMY™ - Engaging Your Organisation for Sustainability Location St. John's Room 2
Facilitator: Tom Cummings, Executive Learning Partnership (ELP), Belgium/The Netherlands Co-Facilitator: Rob-Jan de Jong, ELP Associate, The Netherlands
The financial services herd is finally moving towards sustainability. The question remains: what will be the most effective way to engage your organization in ways that will lead to a permanent shift in the business landscape? Most agreements to build a sustainability platform in companies do not get beyond the good intentions of the board or the ad campaign of the communications department. This presentation aims to engage organizations in the discussion on sustainability at a number of levels. How do we use sustainability to change the landscape of financial institutions? How can I make the most of ESG (Environmental and Social Governance) for my and my clients’ business case?
10:45-11:15Coffee Break Location Volmer Rooms, St. John's Room 1, Congress Entry and Vestibule
11:15-13:00 Workshops
17. Stakeholder Engagement Location Amsterdam Room, First Floor
Moderator: Paul Hohnen, Paul Hohnen Consulting, The Netherlands
Speaker 1: Johan Frijns, Co-ordinator, BankTrack, The Netherlands BankTrack is a network of civil society organisations and individuals tracking the operations of the private financial sector (commercial banks, investors, insurance companies, pension funds) and their effect on people and the planet. BankTrack members share the ambition to help contribute to a private financial sector accountable to society at large, whose operations contribute to creating healthy and just societies and preserve the ecological well-being of the planet. Speaker 2: Franca Morroni, OpenSRI-Intertek Sustainability Solutions, France How the SRI and CSR Domains Can Be Impacted by New Technologies 1) What is OpenSRI? 2) What makes OpenSRI really innovative? Speaker 3: Sandra Geisler, Manager Leaders for Nature, Leaders for Nature c/o National Committee of the Netherlands, The Netherlands NGO's\Business Partnerships 1) How does Stakeholder Engagement work? 2) What is the future of Stakeholder Engagement?
18. Green Real Estate Location Foyer Room, First Floor
Moderator: Giulio Franzinetti, 3iG/TBLI GROUP™ Associate, Member of Advisory Board, Italy
Speaker 1: Annemarie van Doorn, AmsterdamBrightCity, Dutch Green Building Council, Vice-President Special Projects, ABN AMRO N.V., The Netherlands 1) The Role of Financial Institutions in Green Real Estate and the Emergence of the Dutch Green Building Council; Ambitions of the Dutch Green Building Council and the value of measuring sustainability in real estate projects. 2) Showcase Ravel Amsterdam Zuidas; How to create a new European luxury retail destination in a high quality, mixed use, urban development with multiple attractions as well as high standards on sustainability? Speaker 2: Michael Nates, Senior General Manager - EHS and Sustainability, The Design Group, Nakheel PJSC, Dubai Sustainability/Master Planning and Real Estate From a Middle Eastern Perspective 1) Explanation of Nakheel’s approach to championing sustainability. 2) Challenges of delivering the sustainability agenda in a rapidly developing country. Speaker 3: Frédéric Hug, Chief Sustainable Department & Innovation Officer, GDF SUEZ Energy Services Business Line, France Green Services for Green Real Estate: 1) Adding and keeping value through a comprehensive approach; 2) Performance guarantee and evolving needs in the long run. Speaker 4: Andrea Christie Pizziconi, CEO, The Christie Company, United States of America A Case Study of Master-Planned University Development in Africa: An open canvas for investors where sustainability practices directly enhance economic returns. 1) How does developing around university campuses allow TBL investors to establish new standards for using sustainable practices to increase project returns and reduce risks? 2) How do you ensure affordability for the end-users while achieving superior commercial returns?
19. Biodiversity Investment Location Seasons Room
Moderator: Maurits Groen, Director, Groen Milieu & Communicatie B.V., The Netherlands
Speaker 1: Ivo Mulder, Advisor Market Development, Triple E, Switzerland Unnerving a persistent thought - Making Biodiversity Finance Tangible by Stimulating (For-Profit) Investments in Biodiversity Conservation 1) Current approaches to stimulate accounting for biodiversity in business models will not be successful on a large scale. 2) Hands-on approaches are needed to stimulate interest by corporations and investors for the benefit of biodiversity conservation. 3) Economic valuation should foremost focus on the capital flows that nature areas generate at present and the near future. 4) The easiest way to build the biodiversity business case is when one can make profitable investments for the benefit of biodiversity conservation. Speaker 2: Nigel Asquith, Executive Director, EcoFund Foundation Ecuador, Associate Director PERC Enviropreneur Camp, Director of Research Fundación Natura Bolivia, Ecuador/United States of America Biodiversity and Watershed Conservation Investments in Latin America and Southern Africa: what works on the ground, what doesn’t and why? 1) Poverty endemic in communities bordering the biodiversity-rich areas of Latin America and Southern Africa requires that investors pay close attention to risk management. 2) The high failure rate of traditional conservation and development projects suggests that innovative approaches are required if investments are to generate positive rates of return over the long term. 3) Coupling biodiversity conservation (the investor’s interest) to watershed protection (the local interest) can engender long-term sustainability and positive financial returns, especially if funds are channeled through direct incentive payments to individuals for improved land management practices rather than as indirect “community development projects”. 4) “Payments for environmental services”, or contract-based conservation, is an increasingly popular tool that is rapidly developing a series of best practices that can help guide investors. Speaker 3: Zoltan Kun, Executive Director, PAN Parks Foundation, Hungary Creating an Alliance Between Biodiversity And Investment – Investing In Europe’s Wilderness Areas 1) Introducing investment opportunities in Europe’s wilderness areas? 2) Uniqueness of wilderness in Europe 3) What are the challenges in creating a reliable partnership between investors and protected area managers? 4) What are the chances in investing in tourism products around wilderness areas and what are the returns on investments?
20. SRI and Transparency What exactly is transparancy and how do we deal with it from a public and SRI perspective? What are the implications for corporations? Location St. John's Room 2
Moderator: Gemma Crijns, Project Coordinator, Expert Centre for Sustainable Business and Development Cooperation, The Netherlands
Speaker 1: Wim Leereveld, Founder and CEO, Access to Medicine Index, The Netherlands What defines the Access to Medicine Index - a yearly ranking of pharmaceutical companies on efforts to provide global access to medicines? 1) How to engage the pharmaceutical industry through transparency? 2) Scope, Results and Benefits of the Access to Medicine Index Speaker 2: Eve Morelli, ESG Specialist - Client Services Executive, ASSET4, Switzerland Huge Differences in Companies’ Reporting - Focus on the Pharma sector 1) Leaders and laggards in terms of providing access to medicine 2) Companies’ foci in terms of research 3) Cost of Water Consumption Speaker 3: Jermyn Brooks, Director of Global Private Sector Programmes, Transparency International, Germany The Public Face of Integrity: What should companies report about their anti-bribery and corruption policies and programmes? There is a growing need for guidance to the corporate world, given the requirements in this area by FTSE4Good, by the UN Global Compact and initiatives aS the WEF's PACI project. 1) Latest results of a TI survey published this year among 500 of the world's largest companies in relation to their (reported) anti-bribery policies and implementation measures 2) What are TI's ideas around good reporting standards on anti-bribery and corruption? 3) How specific can reporting be without exposing the company to further risks?
21. Sovereign Wealth Funds Location Grand Ballroom
Speaker 1: Afshin Mehrpouya, Senior Analyst, Innovest Strategic Value Advisors. France The Environmental, Social and Governance (ESG) Implications of Sovereign Wealth Funds’ (SWF) Influence in the Capitals Markets and Innovest’s Risk Analysis Approach to SWFs. 1) What are the potential positive and negative ESG implications of SWF investments for the investees? 2) In the absence of investment and engagement process transparency, how can we assess the risks associated with an SWF investment transaction? 3) What are the ESG best practices among the SWFs? Speaker 2: Eli Lund, Executive Head of Secretariat, Council on Ethics, Norwegian Government Pension Fund, Norway Main Challenges for the Council on Ethics for the Norwegian Government Pension Fund 1) How can you best obtain information on company conduct regarding ESG issues? 2) How do you determine the threshold for excluding a company according to ethical guidelines? Speaker 3: *Chen Soon Bin, Head of Emerging Markets (non-Asia), Equities Department, Government of Singapore Investment Corporation, Singapore
22. TBLI Research - What Makes a Great Rating Agency? (Continued) In a recent survey, Göteborg University and Chalmers University of Technology compared environmental rating schemes and actual company ratings provided by seven major European and North American SRI analyst organisations, using a well-eastablished theoretical sustainability framework. What is the reliability and validity of ESG ratings in general and how can environmental rating schemes be improved? Location Grand Ballroom
Moderator: Tami Zilberg, Senior Sustainability Consultant, Co-Chair Israel Mirror Committee to the Working Group of ISO26000, Israel Center for Social Responsibility, Israel
Speaker 1: Ronald Lubberts, Managing Director, Dutch Sustainability Research, The Netherlands Speaker 2: Rolf D. Häßler, Director Business Development, oekom research AG, Germany Speaker 3: Mairead Hancock, Head of Client Services, EIRIS Ltd, United Kingdom Speaker 4: Mark Tulay, Head of ESG Solutions, RiskMetrics Group, United States of America Speaker 5: Davide dal Maso, Head of SRI Department, Vigeo
13:00-14:30 Standing Buffet Lunch Location Winter Garden, Restaurant Le Reflet, Golden Palm Bar
14:30-16:30 Roundtable
Celebrating 10 Years TBLI CONFERENCE™ A Glass of Champagne and a Crystal Ball
They were amongst our very first speakers 10 years ago and they are still going strong. What are their ideas, reminiscences, failures, successes and most important of all: lessons learned? What do they think about the coming 10 years of ESG and TBLI? Location Grand Ballroom
Moderator: Paul Hohnen, Paul Hohnen Consulting, The Netherlands
Speaker 1: Robert Rubinstein, Founder & CEO, TBLI GROUP™, The Netherlands Speaker 2: Tessa Tennant, Executive Chair, The Ice Organisation, United Kingdom [Founding Chair, ASrIA, Hong Kong, People's Republic of China and CDP, United Kingdom] Speaker 3: Amy Domini, Director, Domini Social Investments, LLC., United States of America Speaker 4: Bart Jan Krouwel, Managing Director Corporate Social Responsibility, Deputy General Manager, Rabobank Group, The Netherlands Speaker 5: Mizue Tsukushi, Founder and CEO, The Good Bankers, Japan Speaker 6: Alois Flatz, Managing Partner, Zouk Ventures Ltd., United Kingdom
16:30-17:00 Keynote Jeremy Leggett, Founder and Executive Chairman, Solarcentury, Founder and Chairman SolarAid, United Kingdom The Energy Security Drivers For Alternative Energy Investments Location Grand Ballroom
17:00-17:20 Closing Address Robert Swan, Founder, 2041 Sustainable Leader Location Grand Ballroom
17:20-17:30 Official Closing Robert Rubinstein, Founder & CEO, TBLI CONFERENCE™/TBLI CONSULTING™/TBLI ACADEMY™, The Netherlands Location Grand Ballroom
