April 7: Socially Responsible Investing Panel Discussion

The State of Sustainable and Responsible Investing

Date: Tuesday, April 7th

Time: 6-8:00pm

Location: Smith Barney offices at 53 State Street (39th Floor), Boston map

Please RSVP to devonslong@gmail.com

After eight months of turbulent markets, the need for sustainable and responsible investing (SRI) has never been more urgent. SRI is built on the three legs of portfolio screening, community investment, and shareholder advocacy.

Portfolio screening allows investors to track SRI issues, including poor corporate governance and lack of transparency, which have both had a direct impact on the financial crisis. Responsible community investment has offered individuals with less than perfect credit the opportunity to prosper, while the irresponsible approach of predatory lending targeted the same subprime borrowers and brought the global credit markets to a standstill. Finally, shareholder advocacy and engagement plays an increasingly valuable role in influencing corporate behavior. This strategy pushes companies to respond to the threat of climate change, even as regulatory policy lags behind.

Please join our panelists as they lend insight into the state of SRI industry through a discussion on the growing market appetite for social screening, the long-term planning failures of corporate governance, and shareholder advocacy on climate change.

Peter Kinder, President, KLD Research & Analytics

Kinder has served as President of KLD Research & Analytics, which he co-founded in 1988. KLD’s mission is to remove the barriers to socially responsible investing (SRI) by providing institutional investors with research, compliance services, benchmarks, performance analytics, and consulting. Kinder has co-authored three books on social investing and written dozens of articles for publication on four continents. Kinder received a degree in History from Princeton University and a J.D. from Ohio State University.

Rob Thomas, President, Social(K)

Rob Thomas is President of Springfield MA-based Social(k), the most diverse socially responsible retirement investment platform in the U.S. Thomas created Social(k) in 2005 to offer socially conscious investors the same breadth and depth of investment options available in conventional retirement programs. The platform offers more than 150 screened socially responsible funds and more than 2000 conventional funds to choose from and has been welcomed by the socially responsible community. Social(k) was a finalist for the SRI in the Rockies’ 2007 SRI Service Award and Co-op America’s Green Business Leadership Award in both 2007 and 2008. Rob Thomas is a third generation resident of Longmeadow, MA.

Rob Berridge, Program Manager, Investor Programs, Ceres

Berridge is Program Manager on the investment team at Ceres, where he assists investors and companies in addressing the risks and opportunities posed by climate change. Berridge helps coordinate various projects of the Investor Network on Climate Risk. Prior to Ceres, Berridge served as a board member and Vice President of Green Century Capital Management and as a staff member of US EPA’s Green Lights and Energy Star Programs. He has also worked in commercial lending, as an environmental consultant, and for various recycling organizations. Berridge has a degree in Environmental Studies from Brown University and a Masters in Business Administration from the Kellogg School of Management at Northwestern University.

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