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 and Israeli SRI Delegations Location Grand Ballroom
09:15-09:30 Official Opening Job Cohen, Mayor of Amsterdam Presentation of First Issue of Special TBLI CONFERENCE™ 10 Year Anniversary Publication Location Grand Ballroom
09:30-10:00 Opening Keynote TBA Location Grand Ballroom
10:00-10:30 Keynote Vicky Sharpe, President and CEO, Sustainable Development Technologies Canada Emerging Trends in Cleantech Financing Location Grand Ballroom
10:30-11:30 TBLI Roundtable
The Banking Sector, ESG and Climate Change Catalyst for Change?
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? 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? After highlighting the most poignant findings of the 2008 RiskMetrics report "Corporate Governance and Climate Change: The Banking Sector", panellists 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: TBA Speaker 4: TBA Speaker 5: TBA Speaker 6: TBA
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 Location Grand Ballroom
13:00-14:30 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 CONFERENCE™ 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: TBA
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: *Tracey Pettengill Turner, Founder and General Manager, MicroPlace, United States of America Speaker 3: TBA
2. TBLI In Emerging and Transition Economies in CEE/SEE 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: Representative, Podravka, Croatia Benchmarking with investment grade companies Speaker 2: Representative, Petrom, Romania Benchmarking with investment grade companies Speaker 3: 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 litte bit too ...? 2) Why is SRI in EE relevant in a globally diversified portfolio?
Jury 1: Magnus Furugård, President and Managing Director, GES Investment Services, Sweden Analyzing companies in emerging and transition economies Jury 2: Robert Haßler, CEO, oekom research AG, Germany Analyzing companies in emerging and transition economies
3. Sustainable Mobility Location Seasons Room
Moderator: TBA
Speaker 1: TBA Speaker 2: TBA Speaker 3: TBA
4. High Net Worth Wealth Management and TBLI Location St. John's Room 2
Moderator: TBA
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: TBA Speaker 3: TBA
5. European Union Policy Changes and Impact on Financial Sector Location Grand Ballroom
Moderator: *Jo Confino, Executive Director, The Guardian, United Kingdom
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]
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: TBA
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: TBA, Crédit Agricole Cheuvreux, France Speaker 3: Julia Balandina Jaquier, Head of Sustainable Investment Group, AIG Global Investment Corporation, Switzerland
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 Manager, Mitsubishi UFJ Trust and Banking Corporation, Japan Current Integration of SRI in Japan - The Significance of Carbon Credits in Japan and a New Trust Scheme for Transactions 1) What are current options for emissions reduction of Japanese companies in view of energy-efficiency measures and of buying credits? 2) Introduction of Emission Trust Scheme 3) The Japanese Perspective of a "Low Carbon Economy" 4) Implications for Global SRI Development The Japanese Government, regulators, pension fund owners and politicians have started to discuss ESG disclosure rules on financial reporting, carbon footprint and measurement methods of ESG activities. These current movements are significant for developing SRI globally, where many Japanese companies are actively engaging and implementing their own CSR policy. Speaker 3: TBA
8. TBLI Research Location Seasons Room
Moderator: TBA
Speaker 1: S. Prakash Sethi, President, Sethi International Center for Corporate Accountability, Inc., United States of America Corporate Use of CSR-Sustainability Reports. 1) How do Companies Discuss and Report their Environmental Activities? 2) How do Companies Discuss and Report their Activities in Engaging Civil Society Organizations? A Content-Based Comparative Analysis of CSR-Sustainability Reports from Around the World. Speaker 2: 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 3: Nic Marks, centre for well-being (the new economics foundation), United Kingdom Happy Planet Organisations - Organisations for a High Well-being, Low Carbon World The Happy Planet Index (HPI) was launched in 2006 and awarded the International Society for Quality-of-Life Studies' Award for the Betterment of the Human condition 2007. The presentation outlines the vision of the HPI: 1) How do organisations create heuristics to move towards the co-creation of a high well-being low carbon world? 2) Can these heuristics be made internally consistent so that their stakeholders' well-being is enhanced and their carbon footprints reduced? 3) Can CSR and TBL accounting be supplemented further by using well-being audit tools to form the basis of new feedback loops that provide timely data on their employees well-being?
9. Faith Consistent Investing - Islamic Finance Faith in distinct cases determines behavior, including investment behavior. In the Islamic financial system faith plays an important role. To what extent is the Islamic approach 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 an Islamic prospective. Location Executive Room, First Floor
Speaker 1: *Puan Jamelah Jamaluddin, CEO, RHB Islamic Bank, Malaysia Speaker 2: *Ahmed Al Khateeb, CEO & MD, Jadwa Investment, Kingdom of Saudi Arabia Speaker 3: *Asad Zafar, CEO, Al Rayan Investment, State of Qatar
10. Voluntary Guidelines - Are they effective? 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: Paul Clements-Hunt, Co-ordinator Finance Initiative, United Nations Finance Programme, Switzerland Speaker 2: David Glenister, SGS International Sales Manager, Registered Lead Auditor, Sustainable Report Assurance Specialist, SGS Group, Switzerland Speaker 3: *Leo Johnson, Director, Sustainable Finance Limited, United Kingdom
11. Fund Performance and Strategy Location St. John's Room 2
Moderator: TBA
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: *Chris Vincent, Head of Activism, Principle Capital, United Kingdom Second Generation Engagement 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.
18:15-19.30 Pre-Dinner Cocktail Location Volmer Rooms and St. John's Room 1
19:30-21.30 Grand Dinner - Dutch Delights Salon Music by Trio Fantastique Location Wintergarden
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 External Location TBA
November 14, Friday - Last Updated 26/08/08
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-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: Afshin Mehrpouya, Senior Analyst, Innovest Strategic Value Advisors. France Speaker 2: *Ronald Lubberts, Director, Dutch Sustainable Research/Chairman of the Board, Siri Group, The Netherlands Speaker 3: Rolf D. Häßler, Director Business Development, oekom research AG, Germany Speaker 4: TBA, Ethical Investment Research Services (EIRIS) Ltd, United Kingdom Speaker 5: Representative, TBA Speaker 6: Representative, TBA
13. Water Location Amsterdam Room, First Floor
Moderator: TBA
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: Andreas Knörzer, Head of Sustainabile Investment, 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: *Ofer Bloch, President and CEO, Netafim™, Israel
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: TBA
Jury 1: Magnus Furugård, President and Managing Director, GES Investment Services, Sweden Analyzing companies in emerging and transition economies Jury 2: Robert Haßler, CEO, oekom research AG, Germany Analyzing companies in emerging and transition economies
15. TBLI INVESTOR SALON™ Location Seasons Room
Moderator: Shawn Lesser, President, Sustainable World Capital LLC, United States of America
Speaker 1: Frederic Scheer, Chairman, CEO, Cereplast (CERP) Bioplastics Company, United States of America Speaker 2: Scott. R. Frazier, President and CEO, BrightPhase Energy™ Inc., United States of America Speaker 3: TBA
16. TBLI ACADEMY™ - Engaging Your Organisation for Sustainability Location St. John's Room 2
Facilitator: Tom Cummings, Executive Learning Partnership, Belgium/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?
10:45-11:15 Coffee 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: TBA
Speaker 1: Mark Heintz, Stakeholder Relations Manager, Hewlett Packard, United States of America HP's Beyond Engagement NGO Strategy for Partnerships (Case Study - Results and Benefits) 1) What are the history and background of campaigns waged against the IT industry and HP? 2) What is HP's Beyond Engagement Strategy framework and which major initiatives did HP take? 3) What is HP's Executive Stakeholder Advisory Council - scope and overview? 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: Henk Hermsen, Head of Investment Strategy, SPF Beheer B.V., The Netherlands
18. Green Real Estate Location Foyer Room, First Floor
Moderator: TBA
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 & Sustainability, Nakheel, Dubai Speaker 3: *Stefan Behling, Senior Partner, Foster + Partners, United Kingdom
19. Biodiversity Investment Location Seasons Room
Moderator: TBA
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: *George Kelly, Director of Business Development and Founder, Environmental Banc & Exchange, United States of America EBX has successfully completed 35 major projects, which have restored over 6,000 wetland acres, over 40 miles of stream, and numerous important habitats. Projects under consideration include more wetland and stream restoration, along with habitat for a number of endangered species. The next 25 years will offer the last remaining chance to save many critical lands in the United States. Traditional acquisition methods alone are not enough to protect a viable amount of ecosystems in the United States. The ecosystem approach EBX utilizes for restoration and consultation insures that mitigation provides permanent protection of critical ecological features. Speaker 3: *Nigel Asquith, Executive Director EcoFund Foundation Ecuador, Associate Director PERC Enviropreneur Camp, Director of Research Fundación Natura Bolivia, Ecuador/United States of America [Bellagio Report 2008]
20. SRI and Transparency 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: 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? Speaker 3: *Marco Becht, Executive Director, European Corporate Governance Institute, Belgium
21. Sovereign Wealth Funds Location Grand Ballroom
Moderator: TBA
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: *Euart Glendinning, Global Head of Corporate Communications and Public Affairs, Abu Dhabi Investment Authority, Abu Dhabi TBA Speaker 3: TBA
22. TBLI INVESTOR SALON™ - ISRAEL Location Executive Room, First Floor
13:00-14:30 Standing Buffet Lunch Location Winter Garden, Restaurant Le Reflet, Golden Palm Bar
14:30-16:00 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: Robert Rubinstein, Founder & CEO, TBLI CONFERENCE™/TBLI CONSULTING™/TBLI ACADEMY™, The Netherlands
Speaker 1: Tessa Tennant, Executive Chair, The Ice Organisation, United Kingdom [Founding Chair, ASrIA, Hong Kong, People's Republic of China and CDP, United Kingdom] Speaker 2: Amy Domini, Director, Domini Social Investments, LLC., United States of America Speaker 3: Bart Jan Krouwel, Managing Director Corporate Social Responsibility, Deputy General Manager, Rabobank Group, The Netherlands Speaker 4: Mizue Tsukushi, Founder and CEO, The Good Bankers, Japan Speaker 5: Alois Flatz, Managing Partner, Zouk Ventures Ltd., United Kingdom
16:00-16:30 Keynote TBA Location Grand Ballroom
16:30-17:00 Keynote TBA Location Grand Ballroom
17:00-17:20 Closing Address TBA Location Grand Ballroom
17:20-17:30 Official Closing Robert Rubinstein, Founder & CEO, TBLI CONFERENCE™/TBLI CONSULTING™/TBLI ACADEMY™, The Netherlands Location Grand Ballroom
17:30-19:00 Cocktail and Reception Location De Groot Industrieele Club, Dam Square, left side opposite NH Grand Hotel Krasnapolsky
