Sustainable Business Leadership Forum
Hanson Bridgett's Sustainable Business Leadership Forum features monthly presentations and networking focused on advancing sustainable businesses. Past topics have included legislation, venture capital, cleantech, green building, microfinance and energy management among others. These topics are complimented with expert speakers from various sectors of the sustainable movement to discuss private/public sector initiatives, political advocacy, and corporate social responsibility. At our forums, you will get in-depth information about the opportunities, challenges, and profits associated with going green. The forum provides attendees the opportunity to learn and connect with like-minded business people who can help you advance your venture or area of interest in the sustainability movement.
Portfolio Success for the Global Citizen:
The impact of sustainability on portfolios and corporations
Sustainability: "Meeting the needs of the present generation without compromising the ability of future generations to meet their needs." [Bruntland 1987]
As awareness of environmental, social, and governance factors increases, investors increasingly want portfolios that don't conflict with their values. This session will discuss how money and values can be combined, and explore the interplay between companies and investors when the theme is sustainability. What are companies doing to be sustainable? What do investors want companies to be doing? How can investors evaluate the sustainability of companies? How much of an impact does sustainability investing have on companies? Join Richard Stone, CEO of Private Ocean , as he leads a panel discussion to answer these questions and offer guidance to investors interested in investing more deliberately.
Featured Speakers
Richard Stone — CEO, Private Ocean
Mark Bateman — Director of Research, IW Financial
Paul Solli — Partner, Aperio Group LLC
Luis Calingo — Executive Vice President & Chief Academic Officer, Dominican University
Thursday, March 4, 2010
5:30 - 8:00 PM
Hanson Bridgett LLP
Conference Facilities
425 Market Street, 26th Floor
San Francisco, CA 94105
Directions »
Pre-registration is required.
Space is limited.
About the Speakers
Private Ocean is a Bay Area-based wealth management firm with over 25 years of experience providing financial planning and investment management advice to executives, families and endowments. Richard Stone is CEO and co-founder of Private Ocean. Richard is a trustee and the treasurer at Dominican University, a member of the Global Leadership Council at San Jose State University College of Business and a member of the UC Berkeley Personal Financial Planning Advisory Board. Richard is a graduate of San Jose State University and a Certified Financial Planner ®.
IW Financial (IWF) is a leading provider of environmental, social, and governance (ESG) research, consulting, and portfolio management solutions for asset management firms, managed accounts sponsors, institutional investors, plan sponsors, and investment advisors. Mark Bateman is the founding Director of Research for IWF. Prior to IWF, Mark was with the Investor Responsibility Research Center with roles as Vice President of Research and Operations, Managing Director of Research, and Director of the Environmental Information Service. He also served as a member of the original Steering Committee of the Global Reporting Initiative. Mark has an MA from George Washington University.
Aperio Group LLC is a quantitative investment management firm offering values-screened index-tracking portfolios. Paul Solli is a partner with Aperio Group, LLC. Prior to co-founding Aperio, Paul was Vice President of the Salomon Brothers Investment Strategies group, responsible for structuring portfolios and advising pension funds and investment companies. Paul received his MBA from the Tuck School at Dartmouth College.
Dominican University is an independent university located in Marin County, California. Founded in 1890, Dominican offers more than 60 academic programs that reflect the diversity and creativity of the faculty and student. Dominican enjoys a century-long reputation for excellence in scholarship, research and community outreach. Dr. Luís María R. Calingo is the Executive Vice President and Chief Academic Officer of Dominican University of California. Prior to his current executive leadership position at Dominican University Dr. Calingo was Dean of the Schools of Business at Dominican University, John Carroll University (Ohio) and California State University, Long Beach. Dr. Calingo received his PhD and MBA from the University of Pittsburgh and a masters and undergraduate degree from University of the Philippines.
