The document provides details about the Pioneer Valley Summit on Sustainable Investment to be held on June 11th at The Summit House in South Hadley, Massachusetts. The summit will gather diverse leaders to explore approaches to sustainable investing and engage in creative thinking about how investment can be used to address social and economic disparities in the region. The day-long event will include panel presentations, lunch, and roundtable discussions on topics like socially responsible investing trends, for-profit and nonprofit business models that achieve social and environmental goals, and local innovations increasing community ownership. Participants will then convene informal groups to discuss ideas generated throughout the day.

1. Wednesday, June 11
8:00 am – 4:30 pm
The Summit House
Skinner Mountain
Mountain Road off Rte 47,
South Hadley, Massachusetts
Dear Friends, Who will be attending?
After months of planning, we have an exciting day in • Representatives of foundations & for-profit
store for you. Below are details of what to expect. investment institutions
There has been tremendous interest, but space is • Local entrepreneurs & entrepreneurial
limited, so please register by May 20th, 2008. nonprofit organizations
Sustainable investing seeks to address issues of the • Representatives of city governments &
“triple bottom line” by using finance to promote regional development agencies
long-term sustainability along with the foundations • Representatives of higher education programs
of environmental best practices and social justice.
• Media representatives are invited to cover
The Pioneer Valley Summit on Sustainable the event
Investment will gather diverse leaders to expand
We look forward to a vibrant and innovative day
our awareness of the growing network, explore
with you Wednesday, June 11th.
current approaches, and engage in creative thinking
Sincerely,
about how investment and business can be used to
The Planning Team
bridge gaps throughout the Valley. Such gaps
include the disparities in wealth, privilege, and Bill Baue, CorporateWatchdogRadio.org
access to resources; the North Valley/South Valley Andrew Bellak, Stakeholders, Inc.
divide; rural/urban borders; generation gaps; and Aron Goldman, Policy Development
racial/cultural disjunctions. Jennifer Ladd, Jennifer Ladd Consulting
Prakash Laufer, The Brick House
Panel presentations will highlight examples that are
Judith Luddy, Charter Oak Group
bridging traditional gaps using various investment
Dan McKenna, Principle Profits
and business models, including the integration of
Terry Mollner, The Trusteeship Institute
for-profit and non-profit business, Fourth Sector
Francesca Rheannon, WritersVoice.net
collaborations, microloans, “patient capital”
Karen Ribeiro, Bank of Western Massachusetts
investing, worker-owned, social enterprise, and B
Joanne Sunshower, Nonprofit Development Resources
Corporation models. Roundtable discussions will
Susan Wennemyr, The Davis Group
give participants opportunities to explore ideas for
Doug Wheat, High Ridge Financial
advancing local investing and entrepreneurship.

2. Schedule of Events
morning 11:45 – 1:00 Lunch (salad, grilled vegetable or
meat kabobs/rice and beverage) will
8:00 – 8:15 Registration & Coffee provided by
be available for $10.00 in the garden.
Dean’s Beans Organic Coffee Company
8:15 – 8:30 Welcome poetry reading, program afternoon
review, introduction of panelists & team
1:00 – 1:30 For Profit Business Sector:
8:30 – 9:00 Socially Responsible Investing: Companies Innovative in Achieving
Past, Present, & Future Trends the Triple Bottom-line
Moderator: Terry Mollner; Panelists: Moderator: Bill Baue; Panelists: Dean
Chris Sikes, Western Massachusetts Cycon, Dean’s Beans; Hilda Colon,
Enterprise Fund; Georgia Yuan, Nuestras Raices; Victor Woolridge,
Smith College General Counsel & Springfield Chamber of Commerce
Chair of the Committee for Investor
1:30 – 2:00 Nonprofit Sector: Supporting the
Responsibility; Doug Wheat, High
Triple Bottom-line in Communities
Ridge Financial
Moderator: Jennifer Ladd; Panelists:
9:00 – 9:15 Q&A Kent Faerber, Community Foundation
9:15 – 10:00 Roundtable discussions with of Western Massachusetts,
volunteer facilitators Springfield; Carla Oleska, The
Women’s Fund; Henry Thomas, The
10:00 – 10:15 Break
Urban League of Springfield
10:15 – 10:45 Pioneer Valley Innovations: Locally
2:00 – 2:15 Q&A
Owned and Building Community
Moderator: Joanne Sunshower; 2:15 – 3:15 Roundtable discussions with
Panelists: Cory Greenberg, volunteer facilitators
Cooperative Fund of New England; 3:15 – 3:30 Break
Caroline Murray, Alliance to Develop
3:30 – 4:30 Informal groups will convene during
Power; Michael Docter, Food Bank
our last activity based on ideas
Farm; Tim Cohen-Mitchell, Young
generated from the roundtable
Entrepreneurs Society
discussions throughout the day.
10:45 – 11:00 Q&A
11:00 – 11:45 Roundtable discussions with
volunteer facilitators