Philip Morris
Social Investing Conference Translating Social Issues Into Investment Opportunities: An Update for Endowments, Foundations, and Public Funds
Fields
- Area
- WALL,CHARLES/OFFICE
- Type
- AGEN, AGENDA
- Document File
- 2023224983/2023225454/Divestment Proposal C.R.W.
- Litigation
- Stmn/Produced
- Named Organization
- Bankers Trust
- Buck Pension Fund Services
- Calvert Group
- Calvert Group of Mutual Funds
- Center for Economic Organizing
- City of Ny
- Colonial Consulting
- Comm for Responsible Investment
- Council on Economic Priorities
- Dc Retirement Board
- Dhk Associates
- Energy Investors Management
- Environmental Asset Mgmt Progressive Ass
- Equitable
- Ethical Investments
- Evangelical Lutheran Church in America B
- Ford Foundation
- Franklin Research + Development
- General Board of Pension of United Meth
- Houston Firefighters Pension Fund
- Inst Investor Research Service
- Interfaith Center for Corporate Responsi
- Investment Comm
- Investment Comm for Ca Public Employee R
- Investment Comm Oberlin College
- Investor Responsibility Research Center
- Johannesburg Art Gallery
- John Rutledge Partners
- Kinder Lydenberg
- Lincoln Benefits Group
- Medical Missions Sisters
- Merrill Lynch Unit Investment Trust
- Nj Division of Investment
- Ny City Comptrollers Office
- Ny City Dept of Finance
- Panagora Asset Management
- Rockefeller Foundation
- Scudder Stevens
- Seer
- Social Investment Forum
- Society of Catholic Medical Missions
- South Shore Bank of Chicago
- Tobacco Divestment Project
- Univ of Pittsburgh
- US Select Management
- US Trust Co of Boston
- Woolworth
- 42nd Street
- A Nelson Associates
- African Natl Congress
- Buck Pension Fund Services
- Site
- N328
- Master ID
- 2023225368/5420
Related Documents:- 2023225368-5376 Smoking and Youth
- 2023225377
- 2023225378
- 2023225379 Suspense Friday, 001214
- 2023225380-5381 the Johns Hopkins University
- 2023225382 Agenda Committee on Tobacco Stock Divestment
- 2023225383-5384 the Johns Hopkins University Committee on Tobacco
- 2023225385-5386 Social Investing. Tobacco Divestment Project
- 2023225387-5390 Social Investing Roster
- 2023225397-5398
- 2023225399 901210 - Issues Raised by Chr.
- 2023225400 for Your Information
- 2023225401
- 2023225402 the Johns Hopkins University Committee on Tobacco
- 2023225403-5404 for Your Information
- 2023225405
- 2023225406 Probable Attendees, Meeting of the Tobacco Committee 901210
- 2023225407 Arguments
- Named Person
- Anderson, A.P.
- Balley, R.M.
- Barber, R.
- Bavaria, J.
- Beltner, B.M.
- Betz, R.
- Brown, R.H.
- Bullock, V.K.
- Camejo, P.
- Corson, B.
- Craig, S.
- Crowell, R.A.
- Ferrari, P.L.
- Finn, K.
- Fogel, D.S.
- Heath, J.A.
- Holtzman, E.
- Kass, J.S.
- Kinder, P.D.
- Korn, D.H.
- Krevor, B.S.
- Machold, R.M.
- Maharaj, V.
- Miller, T.F.
- Moy, K.S.
- Nelson, A.R.
- Ocleireacain, C.
- Priebatsch, S.
- Rees, A.
- Rowan, R.
- Rowley, J.E.
- Rutledge, J.
- Schueth, S.
- Schultz, J.
- Segel, B.
- Shapiro, J.
- Smith, T.
- Swindull, T.
- Sylvester, K.B.
- Tartikoff, W.M.
- Teper, J.A.
- Tolep, M.B.
- Trammell, W.
- Troutman, M.L.
- Valdes, C.
- Zevin, R.M.
- Wall, C.R.
- Balley, R.M.
- Author (Organization)
- Investment Management Inst
- Social Investing Conference
- Social Investment Forum
- Social Investing Conference
- Request
- Stmn/R1-014
- Date Loaded
- 05 Jun 1998
- UCSF Legacy ID
- tcv34e00
Document Images
ml
INVESTMENT MANAGEMENT tNSTITUTE'
PRESENTS THE
SOCIAL INVESTING
CONFERENCE
CErEMBER 6-7, 1990
THE OMN1 PARK CENTRAL HOTEL
NEW YORK CI`i Y
0 0 6 0 0 0 4 6 4 4 4 0 4 0
0 0 6 0 1:4 0 0 0 a 4 0 0 0 0
,
TRANSLATING SOCIAL ISSUES
INTO INVESTMENT OPPORTUNITIES:
An Update For Endowments, Foundations,
and Public Funds
December 6 & 7, 1990
New York City
Presented by Investment Management Institute
in cooparation with
The Social Investment Forum
DAY ONE -- Thursdav. December 6. 1990
7:30 AM Registration opens with welcoming coffeeltea
(The Ballroom)
INTRODUCTION
8:00 AM A HISTORY OF SOCIAL IhVESTING - WHY IT'S
GOTTEN THIS FAR
SPEAKER: John Schultz
President
Social Investment Forum
8:15 AM HOW ENDOWMENTS, FOUNDATIONS, AND PUBLIC
FUNDS FACE THE PRESSURE TO TAKE A STAND
MODERATOR: Webb Trammell
Acting Treasurer and
Chief Investment Officer
Rockefeller Foundation
SPEAKERS: Vidette K. Bullock
Director of Corporate Relations
General Board of Pension of
the United Methodist Church
Thomas F. Miller
Director, Program Related Inv.
Ford Foundation
Kirsten S. Moy
Vice President
The Equitable
Carol O'Clelreacaln
Commissioner
New York City Department
of Finance
Roland M. Machold
Director
New Jersey Division
of Investment
Tom Swindull
Chair/lnvestment Committee
Houston Firefighters'
Pension Fund
N
O
N
W
N
N
~
W
~
N
PAGE1
Michael L. Troutman
Senior Manager, Investment
Programs
Evangelical Lutheran Church
In America Board'of Pensions
SECTION ONE -- CHOOStNG YOUR /NVESTMENT APPROACH
9:25 AM
:30 AM REMARKS BY THE SECTION CHAIR
Our Morning Section Chair is Een Corson, Director,
Institutional Investor Research Service, Council on Economic
Priorities.
SCREENING IN, SCREENING OUT...AND THE COSTS
MODERATOR: Robert B. Zevin
PEAKERS: Senior Vice President,
Asset Management
United States Trust Co. of Boston
Richard A. Crowell
President & Managing Director
PanAgora Asset Management
Steven Schueth
0:15 AM Vice President, Socially
Responsible Investing
Cabert Group
THE PROXY VOTING APPROACH
MODERATOR: Allan R. Nelson
SPEAKERS: President
A. Nelson Associates
Sister Regina Rowan, SCMM
Chairperson, Committee for
Responsible Investment
Society of Catholic Medical
Missions / Medical
Missions Sisters
Tim Smith
Executive Director
Interfaith Center for
Corporate Responsibility
Martln B. Tolep
Director-Pension Asset
Management
Woolvworth Corporation
11:00 AM Mid-Morning CofteelTea
11:15 AM GRASSROOTS APPROACH: THE OPPORTUNITY COST
OF IGNORING COMMUNITY RENAISSANCE
MODERATOR: Brian Segel
Project Director
The 42nd Street Corporation
PAGE 2
SPEAKERS: Rodney Hilton Brown
President
U.S. Select Management, Ihc.
Joan Shapiro
Senior Vice President
The South Shore Bank
of Chicago
12:15 PM Luncheon for attendees and speakers
(The Forum Room)
KEYNOTE
SPEAKER: ELIZABETH HOLTZMAN
Comptroller
City of New York
SECT/ON TWO - THE 1 SUES. THE COSTS. AND THE RETURNS
1:55 PM REMARKS BY THE SECTION CHAIR
(The Ballroom)
The Section Chair for this afternoon's topics is Joan Shapiro,
Senior Vice President, The South Shore Bank of Chicago.
2:00 PM INVESTING FOR A CLEANER, HEALTHIER
ENVIRONMENT
MODERATOR: Joan Bavaria
President
Franktin Research &
Development Corporation
SPEAKERS: Robert Mlkell Bailey
Founder
Seer, Inc.
Peter Camejo
President, and Director/
Environmental Asset Mgmt.
Progressive Asset
Management, Inc.
Stan Craig
Vice President
Merrill Lynch
Unit Investment Trust
Kristin Finn
Research Analyst
United States Trust Co.
of Boston
James A. Heath
President
Energy Investors
Management Inc.
3:15 PM Mid-Aftemoon Coffee/Tea
3:30 PM
IN SUPPORT OF THE WOSZKER -- INVESTING IN
COMPANIES WHO ARE 014, THE RIGHT SIDE OF LABOR
ISSUES
PAGE 3
SPEAKERS: Randy Barber
Director
The Center For
Economic Organizing.
James E. Rowley
Chief Executive Officer
Lincoln Benefits Group
4:15 PM EMERGING SOCIAL ISSUES OF THE 1990s
SPEAKERS: Paul L. Ferrari
Project Director
The Investor Responsibility
Research Center
5:00-6:00 PM COCKTAIL RECEPTION
(The Forum Room)
Brad S. Krevor
Executive Director
Tobacco Divestment Project
Sponsored' by
Calvert Group jt Mutual Funds. Bethesda
Ethrcal lnvestwents, Minneapolis
South Shore 6ink. Chicago
DAY TWO -- Frfday. December 7. 1990
7:45 AM Registration opens with welcorning coffeeitea
(Manhattan Skyline, Mezzanine Level)
8:10AM THE SOUTH AFRICA-FREE PORTFOLIO
:..
SPEAKERS: Vik Maharaj
Member
African National Congress
Suzanne Prlebatsch
Former Education Director
Johannesburg Art Gallery
(former South Africa resident).
SECTION THREE -- THE BROADER FIDUCIARY /SSUES
8:55 AM REMARKS BY THE SECTfON- CHAIR
This moming's Section Chair is Chuck Valdes, Chairman of the
Investment Committee for California Public Employee Retirement
System.
9:00 AM BENCHMARKS AND PERCEIVED INVESTOR
RESPONSIBILITY
MODERATOR. William M. Tartikoff
Senior Vice President &
General Counsel
Calvert Group
PAGE 4
SPEAKERS: Jeffrey A. Teper
Senior Vice President
Colonial Consulting Corp.
Janie S. Kass
Investment Consultant
Buck Pension Fund Services
Peter D. Kinder
President
Kinder, Lydenberg
Domini & Company
Donald H. Korn, CFA
President
DHK Associates Incorporated
10:30 AM
10:45 AM
U
ERS:
'
'4.Iz':1-
G
~
.
..
.
Brian M. Beltner
Vice President
Scudder, Stevens & Clark
Adrian P. Anderson
Executive Director
District of Columbia
Retirement Board
Daniel S. Fogel
Director of Special
Projects Europe
University of Pittsburgh
Albert Rees
Trustee and Member,
Investment Committee
Oberlin College
Kenneth B. Sylvester
Administrative Manager,
Investor ResPonsbility
New York City
Comptrollers Office
11:45 AM . THE IMPACT. OF THE MID-EAST
INVESTING
SPEAKER:
12:15 PM Close of Conference
CRISIS ON SOCIAL
Dr. John Rutledge
President
John Rutledge Partners
PAGE5-
tiAid-moth1irt~c~tteett~~ :~ '`~
~
Robert Betz
Vice President
Bankers Trust Company
DEVELOPING AN, ;-OPERA TING POLICY -- ARRIVING AT
WHAT YOUR ORGANIZAT.ON CONSIDERS TO BE
"SOCIALLY RESPONSIBLE"
; r1 le
.7} kAn.FP&;c
N
~
N
CW
N
N
~
W
~
