Robert rubinstein

TBLI CONFERENCE™ ASIA 2011


Values And LeadershipTokyo, Sept 15-16, 2011

Tuesday, September 13, 11


Welcome


All distinguish guests from government, financial sector, Ngo’s, academia.Simultaneous translation.Headset for translationPlease use microphone when asking question for translators.

TBLI CONFERENCE™ ASIA 2011Tuesday, September 13, 11

Put mobile phones on mute.


Who is TBLI GROUP™?Extra Financial Rainmaker-Mobilize Capital for ESG &Impact Investment

VISION: "The World will benefit when economy supports well-being"

MISSION: Raising awareness of the benefits of impact investment.

TBLI Conference is the world’s largest annual international education and networking event on ESG (Environmental, Social and Governance) Investment and Impact Investing.

www.tbli.org

Tuesday, September 13, 11TBLI Conference TBLI ConsultingTBLI AcademyTBLI Investor SalonsWhat did we experience in 13 years?Earthquake, Tsunami, Nuclear Disaster, Bear Market, Bull Market, 911, Iraq War, Subprime Melt Down, Credit Crisis. Heart Operation. Through it all continuous growth in money committed to sustainability. Next 10 years-Investor Salons, TBLI Latijns America, TBLI Africa, TBLI Academy. Green New Deal-Chance for Obama.

http://www.tbli.org

http://www.tbli.org


What is TBLI?Party

sharing, learning, inspiration.

Mobilize money for sustainable investment/

impact investing opportunities


Taking a drink from fire hose. 13 years bringing together the sustainable finance thought leaders together to share and grow. Through war, financial crisis and collapse, heart operations, political turmoil, 911, bull and bear market. Everyone who comes for first time to TBLI is always amazed and inspired that a large group of talented, committed people are all accessible and willing to share. This is something unique to the financial sector. Thank you for being who you are.You give us the inspiration and energy to do the heavy lifting.


Thanks

Tuesday, September 13, 11Speakers, Moderators and you for coming Frank, Esther, Stephen, and Carman, head of fun committee.

Robert Barker, George Curuby, and Mizue Tsukushi


A Team Make the event happen. Thank you for great work.


PREMIUM SPONSORS


As Social Entrepreneur, it is often a major challenge and financial headache to put this event together. Without the support of the sponsors we would not be able put on TBLI. We are very grateful


CONTRIBUTING SPONSORS



PROMOTIONAL SPONSOR



BOOTH LOCATION SPONSOR



MEDIA SPONSORS



NETWORK SPONSOR



TBLI CONFERENCE™ASIA 2011

Tuesday, September 13, 11Moderators will give brief explanation before lunch of their sessions. Quality of attendance

Explain Changes1) Earth Quake - tsunami nuclear power plant and nuclear reactor meltdown2) 3) 4) 5) 6)


OBSTACLES



IntegrationChallenges

Tuesday, September 13, 11Acceptance-Awareness-Self-interestsNot seeing self-interests-IntimidationSupport speakers, moderators and sponsors


GIIN/JP Morgan/McKinsey definition

Impact investing includes investments that range from producing a return of principal capital to offering market-rate or even market-beating financial returns. NO NEGATIVE SCREENS or avoidance

Investments intended to create positive impact beyond financial return

These are investments in business which have been designed with the intent to have positive social and/or environmental consequences

Impact investing is the deployment of capital with the specific objective of achieving positive social and /or environmental impact alongside financial returns.

TBLI Definition

IMPACT INVESTING questions if, to maintain profitability, your products or services:

Worsen Social and Environmental BalanceMaintain Social and Environmental Balance

Improve Social and Environmental Balance

WHAT IS IMPACT INVESTMENT?

Tuesday, September 13, 11Definitions different. With different approaches and definitions


ESG vs. Impact• ESG or SRI

• Highly liquid• Longer term to see the social and environmental added

value• Includes avoidance, tiny incremental improvements• Somewhat measurable• Correlated

• Impact• Less liquid• Faster social and environmental added value• Restorative • “Clearly measurable”• Non-correlated

Tuesday, September 13, 11Not everyone will agree


VALUES & LEADERSHIP



NO SHORTCUTS


Cardinal Bernard Law, Archbishop of Boston

AUTHENTIC


TRANSPARENT


GENEROUS


RELIABLE


COMMITTED


OPENNESS


NOTHING MAJOR



FINANCE MUST LEAD


Politicians have failed and sustainability is in your interest (Risk and Return)


PROOF VS. BELIEF



GLOBAL TRENDS



NEW ECONOMIC MODEL

©Plan B 2.0 by Lester Brown

China reaches US consumption 2031 (8% growth)Oil 80 m barrels/day world production →80 m barrels/day(car based transportation)Grain 382 m tons→1.352 m tons= 2/3 world harvestMeat 64 m tons→181 m tons=4/5 world productionCoal 2.8 b tons=2.5 b tons world productionSteel 258 m tons→511 m tons>Industrialized West Paper 27 kgs/person→210 kgs/person= 303m tons (double world production)Cars .77 cars person = 1.1 billion> 795 million cars on roadAdd India, and 3 billion in emerging markets and the West....

Tuesday, September 13, 11Why mainstream is waking up


Learning from China: Why the Existing Economic Model Will Fail

www.earth-policy.org/data_highlights/2011/highlights18

By Lester R. Brown

Earth Policy ReleaseData Highlight

September 8, 2011

For almost as long as I can remember we have been saying that the United States, with 5 percent of the world's people, consumes a thirdor more of the earth's resources. That was true. It is no longer true. Today China consumes more basic resources than the United Statesdoes.

Among the key commodities such as grain, meat, oil, coal, and steel, China consumes more of each than the United States except for oil,where the United States still has a wide (though narrowing) lead. China uses a quarter more grain than the United States. Its meatconsumption is double that of the United States. It uses three times as much coal and four times as much steel.

These numbers reflect national consumption, but what would happen if consumption per person in China were to catch up to that of theUnited States? If we assume conservatively that China's economy slows from the 11 percent annual growth of recent years to 8 percent,then in 2035 income per person in China will reach the current U.S. level.

From: "Earth Policy Release" <[email protected]>Subject: Earth Policy Release -- Learning from China: Why the Existing Economic Model Will Fail

Date: September 8, 2011 5:45:24 PM GMT+02:00To: <[email protected]>

Reply-To: [email protected]


TBLI CONFERENCE™ ASIA 2011What China is teaching us is that the western economic model—the fossil-fuel-based, automobile-centered, throwaway economy—will notwork for the world. If it does not work for China, it will not work for India, which by 2035 is projected to have an even larger population thanChina. Nor will it work for the other 3 billion people in developing countries who are also dreaming the "American dream." And in anincreasingly integrated global economy, where we all depend on the same grain, oil, and steel, the western economic model will no longerwork for the industrial countries either.

The overriding challenge for our generation is to build a new economy—one that is powered largely by renewable sources of energy, thathas a much more diversified transport system, and that reuses and recycles everything. We have the technology to build this new economy,an economy that will allow us to sustain economic progress. But can we muster the political will to translate this potential into reality?

# # #

Feel free to pass this information along to friends, family members, and colleagues!

Follow us on:

Media Contact:Reah Janise Kauffman (202) 496-9290 ext. 12

[email protected]

Research Contact:Matt Roney

(202) 496-9290 ext. [email protected]

Earth Policy Institute1350 Connecticut Avenue NW,

Suite 403Washington, DC 20036

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If we also assume that the Chinese will spend their income more or less as Americans do today, then we can translate their income intoconsumption. If, for example, each person in China consumes paper at the current American rate, then in 2035 China's 1.38 billion peoplewill use four fifths as much paper as is produced worldwide today. There go the world's forests.

If Chinese grain consumption per person in 2035 were to equal the current U.S. level, China would need 1.5 billion tons of grain, nearly 70percent of the 2.2 billion tons the world's farmers now harvest each year.


TBLI CONFERENCE™ ASIA 2011If we assume that in 2035 there are three cars for every four people in China, as there now are in the United States, China will have 1.1billion cars. The entire world currently has just over one billion. To provide the needed roads, highways, and parking lots, China would haveto pave an area equivalent to more than two thirds the land it currently has in rice.

By 2035 China would need 85 million barrels of oil a day. The world is currently producing 86 million barrels a day and may never producemuch more than that. There go the world's oil reserves.



Health

Water

Food

Energy & Resource Management



Green Transition Scoreboard™

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2007-2011

Renewable EnergyEfficiency & Green ConstuctionCleantech VC, IPO, M&ASmart GridCommitments Corporate R&D

©Ethical Markets

Green Transition Scoreboard™



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Fortis InvestmentsParadigm Shift I June 2009 I 2 I

Paradigm ShiftThe Green New Deal: a new era for sustainable development

Figure 1: Breakdown of G-20* stimulus packages in USD billions and total stimulus spending as % GDP**

US: USD 787bn5.62% GDP

UK: USD28bn1.41% GDP

China: USD 585bn12.14% GDP

Indonesia: USD6bn1.32% GDP

Canada: USD 32bn2.6% GDP

Australia: USD 32bn3.61% GDP

Germany: USD 108bn3.47% GDP

France: USD 34bn1.36% GDP

EU: USD 45bn0.29% GDP

Brazil: USD63bn4.77% GDP

Mexico: USD 4bn0.49% GDP

Italy: USD16bn0.81% GDP

India: USD 8bn0.70% GDP

Japan: USD 278bn5.70% GDP

Environmental Stimulus Social Stimulus Other Stimulus

S. Korea: USD 35bn4.90% GDP

* Saudi Arabia and South Africa are excluded due to difficulties identifying discretionary funding; Argentina, Turkey, Russia have not included sustainable provisions in their respective

stimulus packages

** GDP figures are based on the IMF’s April 2009 forecasts

Source: Fortis Investments, 2009

Summary

As part of the recently-announced economic stimulus packages, the G-20 governments have allocated about USD 1000 billion to social and environmental sectors. We can draw a number of conclusions from this:

Consensus about, and the capacity for, sustainability have been established. Over the past decade, sustainability has become widely accepted as an overarching policy goal by governments around the world. Furthermore, the understanding and capacity of governments to manage sustainable development have significantly matured.

There is now USD 1000 billion of funding for sustainable development. Until now, efforts have largely been focused on developing policies and regulatory infrastructure with little financial

backing. The stimulus packages mark a radical change: never before have funds been made available on such a scale to boost sustainable development.

Healthcare, greener transport and energy infrastructure are major recipients of funding. Stimulus funding will speed up the transformation of industries and boost sustainable innovations such as smart grids and greener cars.

This is a unique opportunity for sustainable investment strategies. The economic stimulus packages will lead to unprecedented demand for environmental and social products and services. This will benefit many of the companies that form the core of sustainable investment strategies.

Tuesday, September 13, 11* Saudi Arabia and South Africa are excluded due to difficulties identifying discretionary funding; Argentina, Turkey, Russia have not included sustainable provisions in their respective stimulus packages ** GDP figures are based on the IMF’s April 2009 forecasts Source: Fortis Investments, 2009


FUEL FREERENEWABLE ENERGY

LOW CARBON


Renewable EnergyFuel FreeLow Carbon


less Fuzzy polar photos and more real investments.


YOU!


VERY IMPORTANT JOB-You are the key to our success for past 13 years.Challenge-Question-Debate-Dialogue-Learn-Most important share. There is abundance. Give us feedback


“Do or don’t doAmbition is not commitment”



Issues to DiscussIt’s not hard to do if you want to do it?

Are investors chatting or doing?Will ESG & Impact Investing help rebuild Japan

What should role of Sustainable Investments be?Is Impact Investing the answer?

How do create a values based finance system?Active signatories of CDP are large funders of carbon

intensive industriesShould Finance Lead?How do we scale up?

Proof vs BeliefFuel Free Energy


Will have examples for pension funds, foundations and HNW integrating Sustainable investment in assets.Financial Crisis offers a monumental opportunity to ESG community. Governments and Politicians have shown they can move quickly when they want to.Never had so much money, scientists, business, ngo’s networks, civil society, govt. policies, consciousness committed to creating an economy based upon well being. Conference will explore all these developments along all asset classes, and I would like you to discuss these historic opportunities.


Get out of your ghetto!



TBLI CONFERENCE 2011-2012

Call for Sponsorship, Speakers

November 10-11, 2011TBLI CONFERENCE™ EUROPE (London)

May 25-26, 2012TBLI CONFERENCE™ ASIA 2012(Hong Kong or Singapore)

November 8-9, 2012TBLI CONFERENCE™ EUROPE (Zurich)



Get to session on timeModerators keep to time and discussion engaging.


www.tbliconference.com


http://www.tbliconference.com

http://www.tbliconference.com

Robert rubinstein

Business

Transcript of Robert rubinstein