2008 Conference Agenda

Dinner: Climate Change: Investors' Next Global Mega-Trend?
Mindy Lubber, President, Ceres

Registration and Networking Breakfast

Welcome & Opening Remarks
Georgette Wong, President, Correlation Consulting

The Landscape of Mission-Related Investing, Fiduciary Responsibility and Deal Flow
Preston Pinkett, III, Vice President and Head of Social Investment Program, Prudential Financial

Snapshots of Portfolio Integration

Break

Portfolio Integration Breakout Session I

Breakout 1:
Preston Pinkett III, Vice President and Head of Social Investment Program, Prudential Financial
Moderator: Jackie Khor, Managing Director, Imprint Capital Advisors

Breakout 2:
Richard Fahey, Chief Operating Officer, The Skoll Foundation
Barry Uphoff, Capricorn Investment Group
Moderator: Vincent Robinson, Managing Partner, 360 Group

Breakout 3:
Charly & Lisa Kleissner, Founders, KL Felicitas Foundation
Raul Pomares, Portfolio Manager, Guggenheim Wealth Management
Moderator: Christy Chin, Deputy Director, The Philanthropy Workshop West

Breakout 4:
Elise Lufkin, The Calvert Giving Fund
Steven Godeke, Godeke Consulting & Co-Author, Philanthropy's New Passing Gear: Mission Related Investing by Rockefeller Philanthropy Advisors

Portfolio Integration Breakout Session II

Lunch: Policy and MRI: A Two-Way Street?

David Crane, Special Advisor for Jobs and Economic Growth, Office of Governor Arnold Schwarzenegger
Susan Leal, Former Head, San Francisco Public Utilities Company and Former Treasurer, San Francisco City and County
Moderator: Tom Lockard, Managing Director, Stone and Youngberg

Break

An Investment Professional's Perspective

Janice Hester Amey, Portfolio Manager, Corporate Governance
California State Teachers' Retirement System (CalSTRS)

Peer to Peer Conversations: Lessons Learned & Questions To Explore

Georgette Wong, President, Correlation Consulting

Break

Manager Showcase I

Manager Showcase II

Networking Salon & Cocktail Hour

Dinner: Peer-to-Peer 2 Minute Talks

Marjorie Torres, Managing Principal, GreenSpace Developments
Diego Recalde, Principal, GreenSpace Developments

Breakfast, Networking and Registration

What We've Learned and Where We're Going

Georgette Wong,President, Correlation Consulting

Morning Address

The Honorable Bill Lockyer, California State Treasurer

A Look to the Future

Stephen DeBerry, Chief Investment Officer, Kapor Enterprises, Inc.
John Goldstein, Managing Director, Imprint Capital Management
Morgan Simon, Executive Director, Responsible Endowments Coalition
Moderator: Russ Hall, Managing Director, Legacy Venture

Candid Conversations: What Works and What Doesn't Work

Supervisor John Gioia, Supervisor-District One and Trustee,
Contra Costa Employees' Retirement Association, Contra Costa County-Board of Supervisors
Don Shaffer, President and CEO, RSF Social Finance
Christa Velasquez, Director of Social Investments, The Annie E. Casey Foundation
Moderator: Katherine Fulton, President, Monitor Institute

Break

Implementation Breakout Sessions I

Breakout 1: Building Your Team: In-House or Outsource?
Sam Moss, President, Gray Matters Capital
Craig Muska, Managing Director, IW Financial
Jane Searing, CPA, Shareholder, Clark Nuber
Moderator: Alix Marduel, M.D., Director, Alta Partners

Breakout 2: "Out of the Box" Investments that Deliver
Charly Kleissner, Co-Founder, KL Felicitas Foundation
Carl Palmer, Principal, Beartooth Capital
Philip Varnum, CFAO, The Lemelson Foundation
Moderator: David Berge, President, Underdog Ventures

Breakout 3: Evaluating Social and Financial Metrics
Chris McKnett, Principal, State Street Global Advisors
Matt Patsky, Partner and Portfolio Manager, Winslow Management
Beth Sirull, Director, Pacific Community Ventures
Moderator: Lisa Richter, Principal, GPS Capital

Breakout 4: New Product Development
Jason Baron, Product Strategist, Lehman Brothers
Alois Flatz, Partner, zouk ventures limited
Christa Velasquez, Director of Social Investments, The Annie E. Casey Foundation
Moderator: Janice Hester Amey, Portfolio Manager, Corporate Governance
California State Teachers' Retirement System (CalSTRS)

Breakout 5: Creating an Investment Portfolio: Niche Specialist and/or Mainstream Manager?
Stephen DeBerry, Chief Investment Officer, Kapor Enterprises, Inc.
Raul Pomares, Portfolio Manager, Guggenheim Wealth Management
Alexandra Readey, Private Equity Specialist, Cambridge Associates

Networking Lunch

Implementation Breakout Sessions II

Breakout Session Reports

Peer to Peer Conversations: Sharing Next Steps

Georgette Wong, President, Correlation Consulting

Closing & Farewell

Georgette Wong, President, Correlation Consulting

Cocktail Hour