Event Agendas & Resources
Sept 12, 2005
Your Values toward a Sustainable Economy
Overview and Agenda:
Registered Investment Advisor for Financial Resource Associates,
speaking about Socially Responsible Investing (SRI).
LEED accredited professional, and chair of the City of Santa
Cruz Green Building Working Group, will be speaking about green
building & real estate investing.
CFO/COO, See Through Games (www.admcadiam.com),
"You Are What You Do: Sustainability Ideas Into Action"
Managing Director, Integrated Investments Int'l (www.in3in.com),
overview of the current state of private equities for sustainable
technologies, including renewable energy, bio-based materials,
and other "clean technologies."
AND ARRIVALS; 6-6:30p; Speaker presentations will be followed
by an interactive discussion of the main issues, technologies,
potential solutions and opportunities.
and Themes, Daniel Robin, CSN co-founder:
1. Lisa Rosenau, Registered Investment Advisor for Financial Resource
Associates, speaking about Socially Responsible Investing (SRI).
2. Karsten Mueller, LEED accredited professional, and chair of
the City of Santa Cruz Green Building Working Group, speaking
about green real estate investing, "Investing Your Values:
Green Building and Smart Growth"
NETWORKING BREAK, 7:30-7:45p (approximate)
3. Francesca Mello, CFO/COO, and John O'Neill, CEO, See Through
Games, an interactive art company dedicated to meaningful play
(www.admcadiam.com), "You Are What You Do: Sustainability
Ideas Into Action"
4. Daniel Robin, Managing Director, Integrated Investments Int'l
(www.in3inc.com), Investing in Clean Technology and LOHAS Markets.
Overview of the current state of investing in sustainable technologies,
including renewable energy, bio-based materials, and other sustainable
lifestyle and technology companies. What funds are available for
what stage businesses, and how to get investors to "show
you the money"?
Investing and Venture Capital Sources
(Lifestyles of Health and Sustainability (www.lohas.com)
Markets and Investors
to Cradle" (www.mbdc.com)
design and business model -- also our November 05 theme
Discussion and Next Steps: adjourn by 9:00pm
and Discussion Questions:
will explore the various types and trends in "values-based"
investing, including short-term, smaller investments as well as
"patient money" investments in early stage companies.
This session will be of interest to entrepreneurs and inventors
with sustainable products and services, and we will focus mainly
on the investor's perspective. How do you "invest" your
values? What do all investors look for? How can we include the social,
environmental, ethical, financial and even spiritual dimensions
an investor or entrepreneur, how much risk can you tolerate? When
are you willing to support an industry you don't like if there's
a strong financial upside? What are some ways to "invest your
values" without losing your shirt? What about mutual funds,
community investing, currency markets, private debt, bonds, or even
the gold market?
working, what isn't, and what are the most compelling success stories?
of these industries or which types of investments have the greatest
potential for creating a sustainable economy?
can shift us most quickly and reliably toward patterns of restorative
showing significant promise:
Energy, especially solar, wind and biofuels
Food, Sustainable Agriculture, and "Healthy Aging"
Building and Real Estate investing
responsibility and shareholder activism ... and many others
days, does being "ethical" cost money or make money?
do you figure out your "risk profile" as an investor?
there is no "safe harbor" in the current (public)
are your interests? CSN
is structured as a self-organizing system, so your views and interests
will help shape this and future sessions.
Contact us with
your name and Email address to the CSN Elist for future