____________ THE ____________

                            COLLOQUIUM

On Socially Responsible Investing

The Colloquium on Socially Responsible Investing meetings focus on practical research designed to enhance the abilities of investment professionals to better serve their clients. The Colloquium is a group that meets annually to discuss specific research related topics of interest to socially responsible investors. Colloquium members are made up of pension plan sponsors, investment managers, consultants and academics.  Membership of this forum is limited to facilitate the unique format of speaker, audience interaction.

Our 2000 annual meeting will be held in October at the Boston Society of Security Analysts Headquarters.   The event will include presentations by Abigail McWilliams ofArizona State University West; prominent SRI critic, Doug Cogan of IRRC who will present leading research on Tobacco Divestment and Fiduciary Responsiblity: A Legal and Financial Analysis; as well as many other cutting edge research presentations.   

Not only will members have the opportunity to gain insight from leading researchers in the field of socially responsible investing, but in addition, members will be enrolled in an academic update service where they will receive notification of newly written research and abstracts of the latest article when available.  Also included is a complete collection of the latest articles released throughout the year.

 The Colloquium has set up a membership fee structure that offers the best value available in investment education available today. Compared to fees that can reach $3,000 and higher for similar memberships, Colloquium members pay only $395 per year Membership.

 We are in the process of putting together the program for the 2000 meeting.  Below is the 1999 program.

8:00 AM         Registration Begins

 8:30 AM         Board of Directors Welcome

                        Lloyd Kurtz – Harris Bretall Sullivan and Smith, Inc.                                 

9:15 AM         An Event Study of  One Link Between “Good News” and Socially 

                        Responsible Investing

                        Dr. Whiton S. Paine

 10:00 AM       Meeting Stakeholder Demands:  Is There a  Relation to Firm Value?

                        Bernadette Ruf - University of Delaware

10:45 AM       Break

 11:00 AM       Socially Responsible Investing: Viable For Value Investors?

                        Lorne Abramson - Spare Kaplan Bischel & Associates

 12:00 Noon    Break

12:15               Buffet Lunch

1:00                 Keynote Adress

                        Something you SHOULD know about SRI, but probably DON’T     

                        Dan diBartolomeo – Northfield Financial Services

                        Christopher Luck -  First Quadrant

2:00                 Break

 2:15                 Beyond Built to Last… Stakeholder Relations in ‘Built-to-Last’ Companies

                        Sandra A Waddock - Boston College

 3:00                 1999 Moskowitz Prize Winning Research

                        The Effects of Socially Activist Investment Policies on The Financial Markets: Evidence from the South African Boycott

                        Ivo Welch – University of California, Los Angeles

4:00                 Program Ends  

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Copyright © 1999 Center for Investment Research
Last modified: February 26, 2003