Morning – State Capitol – Auditorium

8:30am - Registration
9:00am - Opening remarks (Lt. Governor Mazie Hirono)
9:15am - Summit overview (Ian Chan Hodges & Dennis Kanahele)

9:30am - Overview of Double Bottom Line (DBL) Investing

• How institutional investors are doing "Double Bottom Line" investing (Camejo)
• Socially Responsible Investing: History & Innovations (Keefe)
• Socially Screened Funds (Wieder)
• Community Investing (Berenbach)
• Employee buyouts and corporate restructurings for Double Bottom Line returns (Psaros)
• Economically targeted investments & other Taft-Hartley opportunities (Spalding)
• Proxy voting and shareholder advocacy; mission-based investing as a tool for social change (Viederman)
• Investing in a new generation of resource stewards (Elisara)

11:30am - E Ho'opuka Kupono - Investing with Hawaiian Values
     William K. Richardson, General Partner, HMS Hawaii

Afternoon – State Capitol – Room 016

12:00pm - Working Reception & Lunch (State Capitol - Room 016)

1:30pm to 4:30pm - Roundtable Focus: Investing in Hawaii's Future

• Historical overview
• Current opportunities
• Future visions & responsibilities

Tuesday, February 27

Roundtable Focus: Pension Funds

All Day – State Capitol – Room 212

9:00am - Introduction and overview of Double Bottom-Line (DBL) Investing
9:15am - Review of significant points from previous day

9:30am - The 21st Century Fiduciary:
Legal, financial and ethical requirements for today and tomorrow
Introduction and Moderator - K. Spalding

• Corporate governance
• Shareholder advocacy & proxy voting
• Federal & state securities laws
• Pension funds as universal owners
• Life of an activist trustee (Camejo)

10:30am - Financial performance of Double Bottom Line investments

• DBL investing: Gauging financial performance
• Why Double Bottom Line investing outperforms

12:00pm - Lunch

1:15pm - Non-financial returns of Double Bottom Line investing

• Effects of Double Bottom Line investing on workers' rights
• Corporate governance: proxy voting and shareholder advocacy as tools to modify corporate behavior to be more labor-friendly

2:00pm - Investments that have Double Bottom Line benefits for unions

• Community investments: an option for pension funds?
• Targeted investments that produce labor-friendly collateral benefits
• Labor-friendly LBOs as a model for alternative investment in the 21st century

3:30pm - Making it Happen

• Real life case study: current labor-friendly investment opportunities in Hawaii
• Educating the next generation of stewards

Wednesday, February 28

Roundtable Focus: Hawaiian Trusts

Morning – State Capitol – Room 224

9:00am - Introduction and overview of Double Bottom-Line Investing
9:15am - Update from the Kuleana Waiwai Like project and review from previous days
9:30am - History of ceded lands, origin of Hawaiian trusts, and legal challenges facing Hawaiian trusts and agencies (Judge Robert Klein, Bill Meheula)

10:15am - Indigenous screens (Geoffrey Ashton, with video featuring Rebecca Adamson of First Nations Development Institute)

10:45am - Mission based investing: Empowering the beneficiaries
Introduction and Moderator - S. Viederman

• Fiduciary responsibility and organizational mission
• The mandate of mission-based investing
• Hawaiian trusts as universal owners
• Embracing economic sovereignty
• The role of the consultant

11:30am - Financial performance of Double Bottom Line investments

• DBL investing: Gauging financial performance
• Why Double Bottom Line investing outperforms

Afternoon – State Capitol – Room 016

12:15pm - Lunch

1:15pm - Non-financial returns of Double Bottom Line investing

• Effects of Double Bottom Line investing on Hawaiian rights
• Economic sovereignty as a foundation for political sovereignty
• Corporate governance: proxy voting and shareholder advocacy as tools to modify corporate behavior to be more Hawaiian-friendly

2:00pm - Investments that have Double Bottom Line benefits for Hawaiian Trusts

• Community investments
• Hawaiian-friendly LBOs as a model for alternative investment in the 21st century
• Hawaii as an intellectual property refuge for patents & indigenous knowledge

3:30pm - Making it Happen

• Real life case study: current Hawaiian-friendly investment opportunities in Hawaii
• Educating the next generation of stewards