Canadian Social Investment Conference June 12-14, 2005

Presentations and media links

June, 2005

Presentations:

New Directions in Canadian SRI

Bob Walker, Vice President, SRI Policy and Research, The Ethical Funds Company  http://www.socialinvestment.ca/Walker.pdf

Clement Guimond, Co-ordinator, Caisse d'economie solidaire Desjardins  http://www.socialinvestment.ca/Guimond.pdf

Investor Attitudes to SRI

Chris Coulter, Director, CSR Research, Globescan Inc.  http://www.socialinvestment.ca/SIO_pres_GlobeScan_.pdf

Jan Kestle, CEO, Environics Analytics  http://www.socialinvestment.ca/Kestle.pdf

Jobs as an Ethical Issue

Kirk Falconer, Director, Research, Mary MacDonald & Association  http://www.socialinvestment.ca/Falconer.pdf

Ken Delaney, President and CEO, First Ontario Fund  http://www.socialinvestment.ca/Delaney.pdf

Isla Carmichael, Co-ordinator, University-Union Research Alliance on Socially Responsible Investment of Pension Funds in the New Economy  http://www.socialinvestment.ca/Carmichael.pdf

Generating Value Through SRI

Martin Grosskopf, Manager of Sustainability Analysis, Acuity Investment Management Inc.  http://www.socialinvestment.ca/Grosskopf.pdf

Andrew Preston, Head of SRI, Aberdeen Asset Management, Edinburgh  http://www.socialinvestment.ca/Preston.pdf

Shelli Edgar, Principal and Member, SRI Team, State Street Global Advisors  http://www.socialinvestment.ca/Edgar.pdf

Luncheon Speaker

Howard Bogach, CEO, Credit Union Central of Ontario  http://www.socialinvestment.ca/Bogach.pdf

Shareholder Activism Strategies for 2006

Diane Boudreault, Regroupement pour la Responsabilite Sociale des Enterprises (RRSE)  http://www.socialinvestment.ca/Boudreault.pdf

International Pension Funds and SRI:

Jane Ambachtsheer, SRI Practice, Mercer Investment Consulting  http://www.socialinvestment.ca/Ambachtsheer.pdf

Hans de Ruiter, Senior Portfolio Manager, ABP Pensions and Loyalis Fund, The Netherlands http://www.socialinvestment.ca/de Ruiter.pdf

Nada Villermain-Lecolier, Director of Investments, Fonds de Reserve des Retraits, France  http://www.socialinvestment.ca/Villermain-Lecolier.pdf

Don Raymond, Vice President, Public Market Investments, Canada Pension Plan Investment Board  http://www.socialinvestment.ca/Raymond.pdf

Institutional Investor Activism

Dermot Foley, Vice President, Real Assets Investment Management  http://www.socialinvestment.ca/Foley.pdf

Debra Sisti, Vice President, Fairvest Corp.  http://www.socialinvestment.ca/Sisti.pdf

Hot Topics:

Keith Hansen, Manager, AIDS Campaign Team for Africa, World Bank (HIV/AIDS)  http://www.socialinvestment.ca/Hansen.pdf

Heather White, Executive Director, Verite (Human Rights)  http://www.socialinvestment.ca/White.pdf

Martin Whittaker, Senior Vice President, Swiss Re (Climate Change)  

Media Links:

• National Post, Monday, June 20, 2005.  Green and growing: Socially responsible investments can be healthy for your client's portfolio   by Jade Hemeon  http://www.canada.com/national/nationalpost/financialpost/story.html?id=f04181fb-5bd2-4d77-8578-b6994ac293f7

• Advisor.ca, Monday, June 20, 2005.  Advisors form SRI Marketing Group by Doug Watt

          http://www.advisor.ca/news/today/article.jsp;jsessionid=EKOEPEGDHKPI?content=20050620_145944_5364

• Advisor.ca, Tuesday, June 14, 2005.  Canadians not connecting corporate social responsibility to social investing  by Doug Watt

          http://www.advisor.ca/news/today/article.jsp?content=20050614_143536_5536

• Advisor.ca, Monday, June 13, 2005.  Popularity eludes SRI funds by Doug Watt

         http://www.advisor.ca/news/today/article.jsp?content=20050613_152415_5248

• Benefits and Pensions Monitor News Alerts, June 15, 2005.  Acceptance of SRI Growing

          http://powershift.ca/bpm/news/index.html#Acceptance%20Of%20SRI%20Growing