[CircleUp] October 24: Indigenous Peoples Working Group Preconference: Native American Leaders for SRI

[Info]

Native American Leaders 



for SRI



Building Bridges: 

Native Communities, Native Peoples & SRI 



On October 24, 2009 the Indigenous Peoples
<http://www.socialinvest.org/projects/indigenous.cfm>  Working Group (IPWG)
of the Social Investment Forum will host a one-day preconference event that
will bring together Native American leaders and SRI practitioners to share
and learn from one another on socially responsible investment (SRI) issues
in their communities. The conference is designed for treasurers, chief
financial officers, tribal leaders, portfolio managers and others in the
responsible investment field. 

The purpose of the event is to:

.         Provide an orientation for participants new to Indigenous Peoples
issues and to SRI, before the SRI in the Rockies (SRIR) conference follows
October 25-28.  <http://www.sriintherockies.com/> SRI in the Rockies
Conference is the premier annual national SRI conference. 

.         Introduce key issues in the area of Native American investments
and rights; the field of SRI, including: social research, shareholder
advocacy, community investing, and social venture capital. 

.         Encourage dialogue and networking between practitioners (tribal
officers, money managers, community investors, and social researchers) to
share ideas on how to address Indigenous Peoples issues through SRI. 

LOCATION

 <http://www.jwmarriottstarrpass.com/> JW Marriott Starr Pass Resort & Spa
3800 West Starr Pass Blvd.
Tucson, AZ 

For travel and lodging information, please click here.
<http://www.sriintherockies.com/location.jsp?tab=1>  

REGISTRATION

For registration information, please click here.
<https://www.socialinvest.org/events/public_event_display.cfm?Event_ID=164>


Registration ends October 9, 2009

AGENDA


8:15-9:15        Breakfast - Opening and Welcome

Ned Norris, Chairman, Tohono O'odham

9:15-10:00         History of Native Americans and SRI

Susan White, Trust Director, Oneida Tribe of Wisconsin
Lisa Woll, CEO, Social Investment Forum

10:00-10:30       Overview of Native Economics 

Mark Patterson, Business Development Officer, Native American Bank 

10:30 - 10:45    Break


10:45-11:15       Overview of Socially Responsible Investing 

Tim Smith, SVP, Walden Asset Management 

11:15-12:00       Roundtable Introductions

12:00 -1:00        Lunch 

1:00-2:15   
        
Indigenous Peoples Rights - What Corporations Hurt/Help Tribes? 

The UN Declaration on the Rights of Indigenous Peoples affirms the
importance of an indigenous population's rights to their own culture and
ancestral lands. Are tribal funds unknowingly supporting companies with poor
records in Native American and other indigenous communities? And what
corporations are taking appropriate measures to mitigate negative impacts
and incorporate Native issues into their operations? Take a look at how
money managers should incorporate these added risks in their analysis. 

Speakers: 
Andrea Carmen, International Indian Treaty Council 
Rebecca Adamson, First Peoples Worldwide


2:15-2:25           Break

2:25-3:40   
        
Native Entrepreneurship & Sustainable Development 

Climate change and environmental sustainability have become internationally
recognized concerns, which North America's governments are coming to
realize. This panel will discuss how financial resources can be used to
improve the economic infrastructure of Native reservations while encouraging
environmental preservation.

Speakers: 
Mark Patterson, Native American Bank 
Ron Solimon, Indian Pueblo Cultural Center
Phil Glynn, Travois New Markets, LLC
Jonny Bearcub Stiffarm, NativeEnergy (moderator)   
     

3:40-3:50           Break

3:50-5:00           

Intertribal Enterprise - Native Community Development Institutions 

Native Community Development Financial Institutions (CDFIs) have the
capacity to build local economies through loan funds and other investment
vehicles. Take a closer look at how investment dollars in current Native
CDFIs are changing and empowering communities across the nation.

Speakers:
Fernando Valentine, Tohono O'odham CDFI
Billie Spurlin, Salt River Financial Services Institution (invited) 
Sherry Salway Black, Council on Foundations 

5:00-6:15         Next Steps & Closing Remarks

An open forum for all attendees to evaluate the day's discussions, make
recommendations for future collaboration. 

5:45-6:15         Closing

Peter Yucupicio, Chairman, Pascua Yaqui Tribe
                  

6:15-7:30        Reception 

A joint reception will be held with the International Working Group of the
Social Investment Forum. 

 

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