The Memnosyne Foundation

presents

Investing for a Sustainable World

Aligning investments with values

September 11, 2008 8:30 AM to 4:00 PM

Cityplace Conference Center Dallas Texas

  

Speakers Program Register
Learn about Sustainable  Investing from National Leaders
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Align your investments with your personal and institutional values

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Get a market return and invest in a Socially Responsible manner 

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Find  different vehicles available for a  SRI Portfolio

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Examine  the Duties of a Fiduciary 

 

Who should Attend

This forum is designed to meet the needs of both  the curious individual investor and  the seasoned professional.  Anyone who has been asked about Sustainable or Socially Responsible Investing.

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Individual Investors

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Financial Planners

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Investment Advisors

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Chartered Financial Analysts 

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Foundation Financial Officers and Trustees 
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Pension Plan Administrators

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Trust Officers

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Bank Representatives

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Faith Based Investors and Institutions

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Nonprofit Organizations

 

Join this who’s who of sustainable investing professionals and benefit  by learning about this investment discipline

 

A 30,000 Foot View of the 2007 Report on Socially Responsible Investing Trends in the United States

Lisa Woll. CEO Social Investment Forum, Washington, D.C.        

        

        

The Fiduciary Ethos

Don Trone , President and founder of  the Foundation for Fiduciary Studies, Pittsburgh, Pennsylvania

 

 

 

     

 

 

Social Research and Its Application  

Alya Z. Kayal, Esq., Vice President, Social Research, 

Calvert Asset Management  Bethesda, Maryland

       

Transforming the World using your money and your life:  Where we are and where we could be going

George Gay, Chief Executive Officer of First   Affirmative Financial Network, LLC and   chair of the FAFN Investment Committee, 

Colorado, Springs Colorado              

     

 

Mission Based Investment

Peter Kinder,  CEO KLD Research and Analytics,  

Boston, Massachusetts

   

      

     

Carbon Trading - Using Markets to Curb Global Warming

Rob McAndrew, Senior Vice President,   Chicago Climate Exchange,   

Chicago Illinois

     

      

Sustainable Investing

Tom Moser

High Impact Investments

Oro Valley,  Arizona

     

          

The Memnosyne Foundation

Mary Ann Thompson-Frenk. Co-Founder and President of the Memnosyne Foundation Dallas Texas

 

 

 
     

Catching the Green Wave of Sustainable Investors

 

Bob Helmuth

Vice President – Advisor Markets  

Pax World Management Corp.  

Longmont, Colorado

 

 

Rob Thomas

Founder and President

Social (k)      

Springfield, Massachusetts

 

 
     

Native Americans and Shareholder Activism  

 

Susan White,  Enrolled member of the Oneida Tribe of Indians of  Wisconsin,  and the Director of the Oneida Trust Department 

Oneida, Wisconsin

 

Jonny BearCub Stiffarm, member of the Fort Peck Assiniboine & Sioux Nation, is the Business Development Manager for NativeEnergy, Inc

 

  

Susan Mika, director, Socially Responsible Investment Coalition, San Antonio Texas

     
     

Community Investing

 

Community Credit Unions 

Teri Portillo, CEO. Women's Southwest Federal Credit Union, 

Dallas, Texas

 

Microlending 

Janie Barrera, CEO, ACCION Texas

 

 

 

Business Loans 

Victor Elmore, CEO, Texas Mezzanine Fund, Dallas, Texas

 

 

 

Venture Capital 

Arthur Hollingsworth , Managing Partner, Lone Star New Markets,   Dallas, Texas

 
     
Registration    

    

Registration $135 

Early Registration Special $100.00 - Save $35

register before July 31, 2008

 

REGISTER TODAY

     
Location 

The program will be held at the

Cityplace Conference Center

2711 N. Haskell Avenue at North Central Expressway

Dallas Texas 75204

     

Cityplace is conveniently located ½ mile north of downtown on the southeast corner of Haskell and Central Expressway. Cityplace provides complimentary underground parking and is easily accessible via all major interstates, the DART transit system and the DART light rail station

 

Directrions  http://www.chgcityplace.com/directions.php

 

 Sponsors

        

     

     

Community Supporter

     

 

For more information contact

 Phillip Shinoda 214-649-0651 - phillipshinoda@memnosyne.org

Memonsyne Foundation - 2902 Maple Avenue - Dallas Texas 75202