The Memnosyne Foundation

presents

Investing for a Sustainable World

Alya Z. Kayal, Esq., Vice President, Social Research, Calvert Asset Management  Bethesda, Maryland
Ms. Kayal oversees Calvert's company research and analysis in measuring ESG practices of companies and how those translate into performance. Ms. Kayal has focused on human rights and labor rights in the global supply chains of key retail sectors such as footwear, apparel and toys, as well as on corporate impact on the rights of Indigenous Peoples around the world. Her expertise has not only contributed to Calvert's leadership on these issues, but also earned her a reputation as one of the foremost human rights practitioners in the SRI community. Ms. Kayal serves on the Steering Committee of the International Working Group (IWG) of the Social Investment Forum. Before coming to Calvert in 1994, Ms. Kayal worked at the US Department of Labor's International Labor Affairs Bureau; the US Information Agency; and the United Nations. She is a co-author of The Forty-Fourth Session of the United Nations Sub-Commission on Prevention of Discrimination and Protection of Minorities and the Special Session of the Commission on Human Rights on the Situation in the Former Yugoslavia, 15 Human Rights Quarterly (1993) and authored the Human Rights chapter of the Calvert-Henderson Quality of Life Indicators. She earned a JD from the University of Minnesota Law School and a BA in Sociology and International Communications from Rutgers-The State University of New Jersey.

George R. Gay CF® AIF® is Chief Executive Officer of First Affirmative Financial Network, LLC. He has produced and hosted the annual SRI in the Rockies conference since 1990. He was the recipient of the industry’s 1997 “SRI Service Award.” He joined First Affirmative Financial Network as a financial planner in November 1986, and assumed the position of Chief Operating Officer of FAFN in 1989 and became CEO when FAFN became an independent investment advisory firm in 1999. He received the Accredited Investment Fiduciary™ designation in 2003. Born in Monroe, Michigan, George is a 1974 graduate of the United States Military Academy at West Point. He served on active duty for nine years in various command, staff and faculty assignments. His final assignment on active duty, and for three more years as a civilian, was in the Resource Management Division, Directorate of Personnel and Community Activities at Fort Carson, Colorado. As chief of this division, George was responsible for the financial management of most business operations on the installation, ranging from Child Care Operations and Drug and Alcohol Abuse prevention to the Golf Course, Bowling Center and the Club Systems. Upon his departure, George received the Department of the Army "Commander’s Award for Civilian Service.”   

Bob Helmuth, PAX World 

Vice President – Advisor Markets

Mr. Helmuth joined Pax World Management Corp. in 2001.  He is based in Boulder County in Colorado.  He serves on the Board of Directors of CORE Colorado, a sustainable trade association.  Prior to joining the company, he served in marketing management positions with companies in the cable television industry, including ESPN, Daniels & Associates, Cablevision Industries and most recently Starz Media Group.  Mr. Helmuth is a graduate of Colgate University (BA) and holds a Master of Science degree in Public Communication from Boston University

  Robert (“Rob”) Thomas is the president of Springfield, MA-based Social(k), the most diverse socially responsible retirement investment platform in the U.S.  Thomas graduated from Bates College in Maine in 1980 with a degree in religion. He worked with several companies in the wine and spirits industry, eventually creating “Krank20” which manufactured a popular caffeinated water beverage. In 1998, he sold the business and joined a large national wire house first as a financial advisor then as a retirement plan consultant. Independently and in conjunction with ExpertPlan, a paperless New Jersey-based 401(k)/403(b) recordkeeper, Thomas in 2005 created Social(k) to offer socially conscious investors the same breadth and depth of investment options available in conventional retirement programs. The platform offers more than 150 screened socially responsible funds and more than 2000 conventional funds to choose from and has been welcomed by the socially responsible community. By the end of 2007, Social(k) had already more than doubled the number of clients from 2006, its first full year of operation. In addition, more than 360 financial advisors nationwide have registered with Social(k) so as to be able to offer its unique retirement program to their clients as an alternative to the limited options normally offered through today’s traditional sponsored programs.Due to the instant popularity of the Social(k) plan, ExpertPlan presented Thomas with the "Partnership in Success Leadership Award" in October 2006. Social(k) most recently was a finalist for the SRI in the Rockies’ 2007 SRI Service Award and Co-op America’s Green Business Leadership Award. Thomas serves on the Social Investment Forum's Message and Impact Committee.

Thomas Moser, CFP,  is an associate director of Portfolio
Resources Advisor group, which specializes in building
investment portfolios in clean energy, clean water, and
sustainable building.  Mr. Moser has been a member of First
Affirmative Financial Network since 1989 and is portfolio
manager of the High Impact portfolio.  He has been a
panelist and session speaker at numerous conferences that
focused on investing in alternative energy companies.   

Peter D. Kinder is President and Co-founder of KLD Research & Analytics, Inc. an independent investment research firm providing management tools to professionals integrating environmental, social and governance factors into their investment decisions.  His articles on socially responsible investing and fiduciary duties have appeared in publications in the US, Canada, the UK and India. His most recent think piece “Socially Responsible Investing: An Evolving Concept in a Changing World” is available on KLD’s website, together with a number of his essays.   Mr. Kinder, Steven Lydenberg and Amy Domini are the authors of The Social Investment Almanac (Henry Holt, 1992) and Investing for Good (HarperBusiness, 1993). He collaborated with Amy Domini on Ethical Investing (Addison-Wesley, 1984). He also co-authored Law and Business (McGraw- Hill, 1982/94). With Steven Lydenberg, he wrote “Mission-Based Investing” (1999) which is about to appear in a revised edition.  Mr. Kinder was a co-founder and principal (1997-2000) of Domini Social Investments, LLC. KLD is a co-founder of the Sustainable Investment Research International Group (SiRi) and he has served on its board. Mr. Kinder has served two terms on the board of the U.S. Social Investment Forum, the SRI trade organization, one as Vice Chair.

Susan White,  Enrolled member of the Oneida Tribe of Indians of 

Wisconsin,  and the Director of the Oneida Trust Department

Susan White maintains the socially responsible investing philosophy by instituting and coordinating shareholder activism which originally stems from the Nation’s vision to protect and preserve the environment. Susan serves as the Chairperson for the Indigenous Peoples Rights Task Force formed by the Social Investment Forum. She serves as a Director on the boards for the Oneida Standing Stone Fund, the Reconnecting the Circle, Advisory Committee for the NASD Investor Education Project - Building Native Communities, The Women’s Fund of Greater Green Bay.  Susan received both her Bachelors of Science Degree in Education  and her American Institute of Banking Diploma, from Old Dominion University in Norfolk, VA.  

Jonny BearCub Stiffarm, member of the Fort Peck Assiniboine & Sioux Nation, is the Business Development Manager for NativeEnergy, Inc.  She received a B.S. from Brigham Young University and a juris doctorate from the University Of Minnesota School Of Law.  

Sister Susan Mika is a Benedictine nun who lives in San Antonio and who has served as a school teacher and a public advocate. Her advocacy work has focused on showing corporations the need to be more responsible in their care of workers and the environment. To do this, she has worked as a director of the Socially Responsible Investment Coalition, seeking to leverage the equities owned by her Order and other religious investors through informal dialogues with management and by more formal shareholder proxy votes. Through her leadership in the Coalition for Justice in the Maquiladoras, she has been particularly active and concerned with the pollution and worker safety issues raised by corporations' maquiladoras along the US/Mexico border. Recognizing that many of the environmental and labor issues raised by the maquiladoras are now appearing in other border and developing nations, she has also served on the Global Corporate Accountability Steering Committee of the Interfaith Center for Corporate Responsibility to seek better international business response to conditions abroad.

Teri L. Portillo is CEO of Women's Southwest Federal Credit Union.  She is Member of Small Credit Union Committee of  the Texas Credit Union League  and plans and hosts quarterly meetings for small credit unions in the Dallas area. She is a Board Member of  4 The World, East Dallas Housing Coalition, and National Federation of Community Development Credit Unions, and an Advisory Board Member of the People Empowerment Project,  She holds a Bachelor of Arts in Interdisciplinary Studies, Associate of Science, and a member of  Phi Theta Kappa.  She is a graduate of the Community Development Credit Union Institute Graduate and CUNA (Credit Union National Association) Southwest Management School Graduate.  She is a Credit Union Development Educator. 

Arthur Hollingsworth is Managing Partner of two private equity funds, Lone Star New Markets LP and Lewis Hollingsworth LP, and is a Partner in a third fund, North Texas Opportunity Fund LP.  He has 22 years experience in private equity investing and investment banking with Lewis Hollingsworth, Paine Webber Incorporated, and CS First Boston Corporation. He is the Chairman of the Dallas Convention and Visitors Bureau, a past Chairman of the North Dallas Chamber of Commerce and also has served as the Vice Chairman of the Dallas Area Rapid Transit Authority.  Mr. Hollingsworth currently serves on the boards of  Belding Hausman Incorporated (Chairman), Dallas Convention and Visitors Bureau (Chairman), Dallas Symphony Orchestra Retirement Plan, Dallas Symphony Orchestra Foundation, Energy Steel Products, LLC (Chairman),  InStaff Personnel, Inc. (Chairman),  Safety Storage, Inc., Petroplex Acidizing L.P., TMG Sports Marketing, LLC, University of Texas Southwestern Medical Center, and Yellow Checker Cab Company of Dallas/Fort Worth, Inc.  A Harvard College Scholar, Arthur Hollingsworth earned an undergraduate degree in Economics from Harvard University and has served as Chairman of the Harvard Club of Dallas.  He is an inductee in the Harvard Varsity Club Hall of Fame.  

Organizers

Jan Bryan,  CFP^(R) AIF^(TM) Specializing in Socially Responsible Investing:Socially Responsible Investments offered through First Affirmative Financial Network, LLC (FAFN) 

Phillip Shinoda, Ph.D.

Memnosyne Foundation

Dallas, Texas

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register before July 31, 2008

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

Memonsyne Foundation - 2902 Maple Avenue - Dallas Texas 75202

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