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TBLI CONFERENCE™ USA 2013

Location

United Federation of Teachers (UFT), New York NY 10004, USA

Dates

Monday and Tuesday, June 17-18, 2013

Description

TBLI (Triple Bottom Line Investment) CONFERENCE™ is the prime annual global networking and learning event on Environmental, Social and Governance (ESG) and Impact Investing. ❖ Theme for 2013: "Rethink the Past and Move on" ❖ Attendees remain able to determine their workshop choice at the conference, which may mean some workshops will be (more than) full and others sparsely attended. This remains part of our 15-year conference tradition. ❖ Please note: This program is subject to change without notice.

Monday, June 17, 2013

07.30 - 09.00

Registration

09.00 - 09.05
Shanker Hall B - 2nd Floor

Opening First Conference Day and Welcome

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

09.05 - 09.30
Shanker Hall B - 2nd Floor

Opening Keynote

Paul Rose
Vice President of the Royal Geographical Society, Explorer, Broadcaster - paulrose.org - United Kingdom
Triple Bottom Line Only Works When We Get The "Front Line"!
Read more.

09.30 - 10.30
Shanker Hall B - 2nd Floor

TBLI Roundtable - Part 1 - Sandy, Climate Change and Impact Investing

Do Sandy and Katrina make a lasting impression regarding ESG and Impact Investing in the USA? What sustainable new initiatives or policy changes are to occur in the (American) financial industry?

Paul Rose (Moderator)
Vice President of the Royal Geographical Society, Explorer, Broadcaster - paulrose.org - United Kingdom

Michael Mulgrew (Speaker 1)
President - United Federation of Teachers (UFT) - United States of America

Richard L. Kauffman (Speaker 2)
Chairman for Energy Policy and Finance for the State of New York - Governor of New York's Office and Cabinet - United States of America

Peter Malik (Speaker 3)
Managing Director, Corporate Engagement & Innovative Finance - The Nature Conservancy - United States of America

Hilary McMahon (Speaker 4)
Director of Research - Carbon War Room - United States of America

_________ (Speaker 5)

10.30 - 11.00
Pre Function "A" and "C", 2nd Floor

Coffee Break

11.00 - 11.20
Shanker Hall B - 2nd Floor

Keynote 2

Richard L. Kauffman
Chairman for Energy Policy and Finance for the State of New York - Governor of New York's Office and Cabinet - United States of America
Climate Change, Carbon Bubble and New York's Green Bank
Read more.

11.45 - 12.45
Shanker Hall B - 2nd Floor

TBLI Roundtable - Part 2 - Measurement of ESG and Impact Investment

David Bank (Moderator)
Editor and Chief Executive Officer - Impact IQ Inc. - United States of America

Aldo Bonati (Speaker 1)
Head of Research Department - ECPI Milan - Italy

Flory Wilson (Speaker 2)
Director - GIIRS, B Lab - United States of America

Marisa Mackey (Speaker 3)
Associate Director - Sustainability Accounting Standards Board - United States of America

Jody Rasch (Speaker 4)
Senior Vice President Social Performance Group - Moody's Analytics - United States of America

12.45 - 13.00
Shanker Hall B - 2nd Floor

Moderator Pitches

All Moderators are requested to provide a very short and crisp intro to their workshops in order to enthuse Attendees. Attendees can determine their workshop choice at the conference and cannot pre-... Read more.

13.00 - 14.30
Pre Function "A" and "C", 2nd Floor

Lunch

14.30 - 16.15
Room B, 19th Floor

Workshop 1 - TBLI and Climate Change - SPEAKER SLOTS FULL

You can't choose your family: Sandy, Katrina and their kin will say "hello" again! So how keep them at a distance?

Ariane van Buren (Moderator)
Professor Sustainability Economics and Management, Earth Institute - Columbia University - United States of America

Richard Bookbinder (Speaker 1)
Managing Member - TerraVerde Capital Management LLC - United States of America
Climate Change: Investment Opportunities and Risk
Read more.

James Leaton (Speaker 2)
Research Director - Carbon Tracker - United Kingdom
Shifting Capital from Unburnable Carbon
Read more.

Bettina von Hagen (Speaker 3)
Chief Executive Officer - Ecotrust Forest Management - United States of America
How Sustainable Forestry Can Drive Alpha
Read more.

14.30 - 16.15
Room C, 19th Floor

Workshop 2 - Sustainability Reporting

Why, how, and what is the state of the art in the US and Canada?

David J. Vidal (Moderator)
Senior Fellow, Initiative on Sustainability - The Conference Board, Inc. - United States of America

Paul Scott (Speaker 1)
Managing Director - CorporateRegister.com Ltd - United Kingdom
CR Reporting US and Global – Trends and Issues
Read more.

Sean Holt (Speaker 2)
Co-Founder and Partner - Purpose Capital - Canada
TBA ASAP
Read more.

Tania Carnegie (Speaker 3)
National Executive Director, Community Leadership - KPMG Toronto - Canada

14.30 - 16.15
Room G, 19th Floor

Workshop 3 - Global Trends in Impact Investing - Case Studies - SPEAKER SLOTS FULL

Research and introductory workshop convened in co-operation with the Sasakawa Peace Foundation. Workshop without presentations; free discussion and free Q&A.

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

Christine Looney (Speaker 1)
Senior Program Investment Officer, PRI - Ford Foundation - United States of America

Brinda Ganguly (Speaker 2)
Associate Director, Impact Investing - Rockefeller Foundation - United States of America

Amy M. Bell (Speaker 3)
Executive Director - J.P. Morgan Social Finance - United States of America

Laurie Giddins (Speaker 4)
Senior Vice President - Partnership for New York City Fund - United States of America

14.30 - 16.15
Room F, 19th Floor

Workshop 4 - TBLI and Latin America

Vicente Escriva (Moderator)
Organization Development Advisor - Pilot Projects Design Collective LLC - United States of America

Cate Ambrose (Speaker 1)
President and Executive Director - Latin American Private Equity & Venture Capital Association (LAVCA) - United States of America
TBA ASAP
Read more.

Angelica Rotondaro (Speaker 2)
Managing Director of the University of St.Gallen hub for South America - Hochschule St. Gallen (Switzerland) - Organization and Culture Institute - Brazil
The Landscape of Impact Investing in Brazil
Read more.

Elena Panaritis (Speaker 3)
Founder - Panel Group - United States of America
TBA ASAP
Read more.

14.30 - 16.15
Room A, 19th Floor

Press & News Room

16.15 - 16.45
Pre Function "A" and "C", 2nd Floor

Coffee Break

16.45 - 18.30
Room A, 19th Floor

Press & News Room

16.45 - 18.30
Room B, 19th Floor

Workshop 5 - TBLI and Private Equity - SPEAKER SLOTS FULL

How do or how can Private Equity investors determine the viability and profitability of Private Equity investment and portfolios on the basis of SRI analysis?

Nadia Sood (Moderator)
Founding Member and Partner - Impact Investment Partners LLP - United Kingdom

Andrea Christie Pizziconi (Speaker 1)
Principal - The Christie Company/Africa Integras Holdings Ltd. - United States of America
TBA ASAP
Read more.

Peter Johnson (Speaker 2)
Partner - Developing World Markets - United States of America
Linking Financial and Social Performance in Private Equity
Read more.

Beth Lowery (Speaker 3)
Senior Advisory, Head of Sustainability - TPG Capital - United States of America
How TPG’s Approach to ESG/Sustainability Creates Business Value
Read more.

Lee Coker (Speaker 4)
Project Manager, Geballe Fellow - Environmental Defense Fund (EDF) - United States of America
The Building Blocks of ESG Management in Private Equity
Read more.

16.45 - 18.30
Room C, 19th Floor

Workshop 6 - TBLI and Alternative Energy - SPEAKER SLOTS FULL

Japan discovered nuclear energy costs more than it can stomach. Germany decided a national energy u-turn, the EU in their trail.
So what's new in the USA?

Nell Derick Debevoise (Moderator)
Principal - Inspiring Capital LLC - United States of America

Daniel A. Spitzer (Speaker 1)
Partner, Cleantech Practice Group Leader - Hodgson Russ - United States of America
Moving Sustainable Energy Projects Forward in Uncertain Times
Read more.

Carter Bales (Speaker 2)
Chairman and Managing Partner - NewWorld Capital Group, LLC - United States of America
America’s Energy Profligacy – And How to Fix It
Read more.

Billy Parish (Speaker 3)
Founder and President - Mosaic - United States of America
Abundant Clean Energy for and by the People
Read more.

16.45 - 18.30
Room G, 19th Floor

Workshop 7 - Impact Investing #1 - SPEAKER SLOTS FULL

Brian Walsh (Moderator)
Executive Director, Liquidnet For Good - Liquidnet For Good - United States of America

Beau Seil (Speaker 1)
Managing Partner - Unitus Impact - United States of America
Investing in Livelihoods
Read more.

Maya Chorengel (Speaker 2)
Managing Director - Elevar Equity - United States of America
Market Returns are Possible
Read more.

Harlan Mandel (Speaker 3)
Chief Executive Officer - Media Development Investment Fund - United States of America
Investing to Build a Free Press
Read more.

David Wedick (Speaker 4)
Business Development Manager - MicroVest Capital Management - United States of America
Stories from the Field: How Microfinance Became the First Risk-adjusted Scalable Impact Investment
Read more.

16.45 - 18.30
Room F, 19th Floor

Workshop 8 - TBLI and Sustainable Forestry - SPEAKER SLOTS FULL

Tensie Whelan (Moderator)
President - Rainforest Alliance - United States of America

Christian del Valle (Speaker 1)
Managing Partner - Althelia Ecosphere - Luxembourg
Althelia Climate Fund: Investing to Align Economy with Ecology
Read more.

Bruno Mariani (Speaker 2)
Founding Partner and Chief Executive Officer - Symbiosis Investimentos e Participações Ltda. - Brazil
Timber Land Investment, Sustainable Forestry and Biodiversity
Read more.

Brando Crespi (Speaker 3)
Founder and Chief Executive Officer - Pro-Natura International - France
TBA ASAP
Read more.

Sarah Houghton (Speaker 4)
North America Task Force Programme Officer - United Nations Environment Programme Finance Initiative - Switzerland
TBA ASAP
Read more.

18.30 - 19.15
Tribeca, 2 Desbrosses Street, New York NY 10013

Pre-Dinner Cocktail Drinks

19.15 - 21.30
Tribeca, 2 Desbrosses Street, New York NY 10013

Grand Dinner (Invitation Only)

Maximum 200 guests. Dress code: Business/Informal Grand Dinner registration via Conference Office required. No pre-seating; guests free to sit where they like. Sponsor logo per table of 10. Spo... Read more.

20.00 - 20.20
Tribeca, 2 Desbrosses Street, New York NY 10013

Grand Dinner Keynote

Martin Rapaport (Keynote Speaker)
Chairman - Rapaport Group - United States of America
Development Diamonds – Challenges and Opportunities
Read more.

20.40 - 21.00
Tribeca, 2 Desbrosses Street, New York NY 10013

Grand Dinner Keynote

The attendance of this speaker is not yet confirmed.

Tuesday, June 18, 2013

09.00 - 10.45
Room B, 19th Floor

Workshop 9 - A Practical Discussion on Impact Investing for HNW Investors - SPEAKER SLOTS FULL

In this session we will be discussing whether impact investing is delivering on its promise of double or triple bottom line returns. What are the successes and challenges? We will also explore whether... Read more.

Diana de Castro (Moderator)
Principal - Ascenda LLC - United States of America

Pierre Kladny (Speaker 1)
Managing Director - ValleyRoad Capital Inc - Switzerland
Impact Investing - a Practical Approach towards Sustainable Returns
Read more.

Rodolfo Fracassi (Speaker 2)
Co-Founder and Director - MainStreet Partners - United Kingdom
Impact Investing Solutions for HNWI and Retail Investors
Read more.

Brian Berkopec (Speaker 3)
Partner - Openbox - United States of America
Impact Investing by Openbox - An Integrated 360 Approach to Life & Investing
Read more.

09.00 - 10.45
Room C, 19th Floor

Workshop 10 - Fund Performance and Strategy - SPEAKER SLOTS FULL

Yvonne Beri (Moderator)
Managing Director Strategic Business Development - Silver Leaf Partners, LLC - United States of America

Eve Ellis (Speaker 1)
Portfolio Manager, Wealth Advisor - Morgan Stanley - United States of America
Why Parity Matters To Investors
Read more.

Mariela M. Vargova (Speaker 2)
Senior Sustainability Analyst - Rockefeller & Co. - United States of America
A Perspective on the Integration of Financial Performance with Positive Sustainability Impact
Read more.

G. Benjamin Bingham (Speaker 3)
Founder and CEO - 3Sisters Sustainable Management LLC - United States of America
3Sisters - Performance, Strategy and Symbiosis
Read more.

09.00 - 10.45
Room F, 19th Floor

Workshop 11 - Integrating ESG into Portfolios #1 - SPEAKER SLOTS FULL

Stephen Viederman (Moderator)
Board - Network for Sustainable Financial Markets - United States of America

Darragh Gallant (Speaker 1)
Director, Institutional Relations, North America - Sustainalytics - United States of America
Strategies for Incorporating ESG Factors into Portfolio Construction and Stock Selection
Read more.

Larry Abele (Speaker 2)
Founding Partner and Chief Executive Officer - Auriel Capital Limited - United Kingdom
Continued Struggles of Integrating ESG into a Hedge Fund
Read more.

Rosanna Grimaldi (Speaker 3)
Executive Director, Global Relationship Manager - STOXX Ltd. - France
The Road to Mainstream – Overcoming the Standardization Challenge in ESG Investing
Read more.

Andre Bertolotti (Speaker 4)
Managing Partner and Chief Investment officer - Quotient Investors LLC - United States of America
Mainstream Equity Allocations - ESG Integration Strategies Are Earning Their Place
Read more.

09.00 - 10.45
Room G, 19th Floor

Workshop 12 - TBLI and Emerging Markets - SPEAKER SLOTS FULL

Jenny Everett (Moderator)
Associate Director - Aspen Network of Development Entrepreneurs (ANDE) - United States of America

Thomas Cauchois (Speaker 1)
Chief Executive Officer - Brazil Plus Investment Management Ltd. - Brazil
The Impact of Credit in Brazil
Read more.

David Arison (Speaker 2)
Director of Global Business Relations - Miya, Arison Investments - Israel
Miya, Sustainable and Cost-effective Way to Optimize Existing Urban Water Networks
Read more.

Maria Cavalcanti (Speaker 3)
Managing Partner - FIRST Brazil Impact Investing Fund - Brazil
TBA ASAP
Read more.

Lalarukh Faiz (Speaker 4)
Senior Partnerships Advisor - State Department Office of Global Partnership Initiatives - United States of America
TBA ASAP
Read more.

09.00 - 10.45
Room A, 19th Floor

Press & News Room

10.45 - 11.15
Pre Function "A" and "C", 2nd Floor

Coffee Break

11.15 - 13.00
Room A, 19th Floor

Press & News Room

11.15 - 13.00
Room B, 19th Floor

Workshop 13 - Integrating ESG into Portfolios #2 - SPEAKER SLOTS FULL

Dawn Ford (Moderator)
Founder and President - Capital Craft, Inc - United States of America

Olga Emelianova (Speaker 1)
Vice President, ESG Research - MSCI - United States of America
Application of ESG Signals in Portfolio Construction
Read more.

Bruce M. Kahn (Speaker 2)
Portfolio Manager Global Equity Portfolio - The Earth Institute, Columbia University - United States of America
Does "Best-In-Class" Mean Anything?
Read more.

K. Stuart Peskin CFA (Speaker 3)
Investment Specialist - Multi-Asset Strategies - Standard Life Investments USA Ltd. - United States of America
ESG and the Investment Management Firm
Read more.

11.15 - 13.00
Room C, 19th Floor

Workshop 14 - Impact Investing Infrastructure - SPEAKER SLOTS FULL

Brian Walsh (Moderator)
Executive Director, Liquidnet For Good - Liquidnet For Good - United States of America

Vince R. Molinari (Speaker 1 - GATE Impact)
Founder and Chief Executive Officer - GATE Technologies - United States of America
TBA ASAP
Read more.

Geoffrey Lipman (Speaker 2)
Founder - GATETrip - Belgium
"Crowdpacting" in the World's Favourite Industry - A New Tool for Development.
Read more.

Fran Seegull (Speaker 3)
Chief Investment Officer and Managing Director - ImpactAssets - United States of America
Democratizing Access to Impact Investing through Innovative Product Development
Read more.

11,15 - 13.00
Room F, 19th Floor

Workshop 15 - Green Building Industry - SPEAKER SLOTS FULL

Jodi Smits Anderson (Moderator)
Director Sustainability Programs, Office of Executive Initiatives - Dormitory Authority State of New York (DASNY) - United States of America

Jonathan F.P. Rose (Speaker 1)
President - Jonathan Rose Companies LLC - United States of America
Real Estate Investing for Resilience
Read more.

Steven Turner (Speaker 2)
Chief Legal Officer - First Sustainable LLC - United States of America
Scalable Financing of Energy Efficency Retrofits - A Capital Markets Solution
Read more.

Marc Makebakken (Speaker 3)
Manager and Chief Investment Officer - Southwest Property Strategies LLC - United States of America
TBA ASAP
Read more.

11.15 - 13.00
Room G, 19th Floor

Workshop 16 - Impact Investing #2 - SPEAKER SLOTS FULL

Latest developments concerning ESG and Impact Investing by experts from Latin America

Bob Bragar (Moderator)
Director - Strategies for Impact Investors - The Netherlands

Michael J. Van Patten (Speaker 1)
Founder and President - Mission Markets Inc. - United States of America
Making Impact Investing Accessible to All Investors
Read more.

Sebastian von Stauffenberg (Speaker 2)
Chief Executive Officer - MicroRate, Inc. - United States of America
Balancing Performance, Risk and Social Returns of Impact Investments: A Case Study on Microfinance Funds
Read more.

Donna Katzin (Speaker 3)
Executive Director - Shared Interest - United States of America
Mobilizing Local Capital - Unlocking Capital in Emerging Markets
Read more.

Tim O'Shea (Speaker 4)
Chief Executive Officer - CleanFish LLC - United States of America
Case Study - Possibilities for Impact Investing
Read more.

13.00 - 13.10
Shanker Hall "B", 2nd Floor

Closure Second Conference Day

13.10 - 14.00
Pre Function "A" and "C", 2nd Floor

Lunch

The attendance of this speaker is not yet confirmed.

This overview was last changed: 2013-05-23 14:34:27 CEST

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TBLI CONFERENCE™ USA 2013 - Sponsors

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