Portfolios of Principle: Socially Responsible Investing Comes of Age

Some Questions We'll Consider ...


Now that returns for socially responsible investing (SRI) are competitive, what motivates people to invest with their consciences, putting their money where their hearts are? Who is the SRI investor: the hippy of yesterday, the cultural creatives of today, the activist youth of tomorrow? What results and new wrinkles have appeared since the movement of funds toward SRI ventures, and will that be enough to create the hoped for impact?

Conversation Starters


Tim Freundlich, Director of Strategic Development, Calvert Social Investment Foundation, administers assets of more than $100mm, comprised of a combination of investments and grants from some 2,000 individual and institutional sources



Jessica Fullmer, Founder, Sustainable Business Institute, one of the foremost organizations dedicated to the education of influential corporate decision-makers on issues concerning sustainability and sustainable business practices



Blaine Townsend, Vice President, Trillium Asset Management Corp, the nation’s oldest and largest independent investment advisor concentrating solely on socially responsible investing



Event Details
Registration 7:00 PM
Meeting Begins 7:15 PM
Location Saybrook Graduate School and Research Center
747 Front St. (@ Broadway) 3rd Floor, San Francisco

Schedule First opening comments by Conversation Starters, then dialogue with participants; estimated conclusion at 9:30 PM
Admission $20 in advance by registering online; $25 in advance (by email, phone or check); $30 at the door.

To register online, go to
http://www.thepresidiodialogues.org/cal/20060228.htm