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Connections Newsletter - Newsletter of the Co-op America Business Network and the Social Investment Forum

Social Investment Forum Board News

June, 2007

 

Forum Appoints New Director

The Forum is very pleased to announce the appointment of a new director: David Sand, President and Chief Investment Officer of Access Capital Strategies, LLC.

David has over 20 years of experience as a portfolio manager and investment advisor with a focus on investments in underserved communities throughout the country. He was the co-founder and managing director of Commonwealth Capital Partners, Inc., and Commonwealth Capital Strategies, Inc., Cambridge and New York. The latter was a consulting and investment banking firm that specialized in housing, enterprise development, job training and the environment and was involved in a $100 million affordable housing program in Pennsylvania.
While Vice President at Shearson Lehman Brothers, New York, David helped build a successful pioneering partnership in socially responsible investment management. He did extensive research and public speaking on issues including investments in companies involved in South Africa, nuclear energy, defense, and environmental issues. He has a special expertise in taxable fixed income trading and sales.

David Sand received a BA from Princeton University and a MPA at the John F. Kennedy School of Government, Harvard University.

Please join us in welcoming David as our newest director!

 

2007 Trends Report: New Sponsorship Opportunities!

The next edition of the biennial “Report on Socially Responsible Investing Trends in the United States” will be produced this year. The “Trends Report”, published by the Social Investment Forum and the S

Social Investment Forum Foundation, has become the leading source of information on the growth of socially and environmentally responsible investing in the United States. The report plays a central role in defining how the media portray the SRI industry and is the most frequently cited source of US data on SRI. The report also plays a lead role in building visibility and credibility for SRI on Wall Street, in the general public, and in academia.There are many benefits to becoming a Trends Sponsor! Please see below for highlights of our new 2007 sponsorship levels and benefits:
Level 1 - $5,000  Firm description and 1/4 page ad in report supplement, mention in press release.
Level 2 - $7,500 Firm description and 1/2 page ad in report supplement, mention in press release.
Level 3 - $10,000 Firm description and full-page ad in report supplement, mention in press release.


Additional Sponsorship Benefits:

    • Recognition as a Trends sponsor at the SRI in the Rockies Conference.
    • Recognition as a Trends in the Forum’s Annual report.
    • A special briefing via conference call on the findings in the report – for sponsors only!
    • Twenty-five additional complimentary copies of the report to share with clients.

Please contact Fran Teplitz TODAY at 202-872-5326 to become a Trends Report Sponsor.

Sincere thanks to our first sponsors: 

TIAA-CREF – Benefactor

Calvert – Lead Sponsor

Christian Brothers Investment Services, Inc. – General Sponsor
Citizens Funds – General Sponsor
Domini Social Investments – General Sponsor
First Affirmative Financial Network – General Sponsor
KLD Research & Analytics, Inc. – General Sponsor
Neuberger Berman – General Sponsor
Trillium Asset Management Corp – General Sponsor
United Methodist Church, General Board of Pension & Health benefits – General Sponsor

 

The Capital Campaign Continues to Grow— Thank you Members!

We are delighted to report that the Capital Campaign of the Social Investment Forum and Social Investment Forum Foundation continues to grow. We now have pledges of $396,350 from our members—THANK YOU! A number of these are multi-year gifts which we are especially grateful for as we work to expand the Forum’s revenue base over time. We are very close to our campaign goal of $400,000 and have exceeded the percentage of campaign funds we projected to come from our members!

The Capital Campaign is helping to take the Forum and the SRI industry to the next level of development and we look forward to reporting back to you on our progress in the months ahead.

View Capital Campaign Sponsors to-date »