TBLI Milestone 23x

Who would have thought that when I started TBLI CONFERENCE, over 15 years ago, that we would be celebrating our 23 event. Actually, 24, if you count the time we organized an event for the EU. It has been an exciting ride and the best part of the journey is yet to come. I am really looking forward to greeting you in Zurich Nov. 14-15, 2013. I think it is our best event until now.

If you haven’t registered, please do so now as there are only 3 days left. Register Now!

Social Media:

Help us promote TBLI CONFERENCE by tweeting about TBLI using #TBLI. I would be very grateful

TBLI Roadshow:

Had extremely busy 2 weeks. Met with various thought leaders and potential sponsors in NY, then spoke at SRI in Rockies (Colorado Springs), German Family Forum (Zurich), International Asset Owners Summity (Hong Kong). Met fantastic people. Most memorable part was how everyone knew TBLI and reminded me of our great reputation. That was great to hear.

THAI Demonstrations:

Took a few days of R&R in Bangkok, before returning to Zurich for TBLI CONFERENCE EUROPE New peaceful demonstrations in Bangkok against the govt and the fact that Thaksin Shinawatra is running things behind the scene. A new reconciliation law to allow Thaksin to come back is being contested and supported by large crowds. In typical style, the Thai know how to have a good time even while demonstrating.


ESG Leaders Awards

The winners of ESG Leaders Awards will be announced Nov. 14th at TBLI CONFERENCE EUROPE, in Zurich. Visit our website to see who is nominated:

Warsaw Climate Change Conference – November 2013

Caring for Climate, the world’s largest initiative for business leadership on climate change, will organize the first annual Caring for Climate Business Forum: Innovation, Ambition, Collaboration on 19-20 November 2013 in Warsaw, Poland.

The first day of the Forum – held at the Sofitel in Warsaw – will feature focused thematic sessions designed to spur climate action and inspire collaboration centered on the themes of mitigation, adaptation, technology and finance. On Day 2, a high-level meeting – held at the National Stadium – will bring together chief and senior executives of Caring for Climate and UNEP-FI signatories with Ministers, Heads of UN Agencies and civil society. To learn more, please visit website

Writing for Blog

If you want to write for TBLI Blog, please send to robert@tbligroup.com. We have formed partnership with Thomson Reuters to increase outreach of TBLI.

Scaling Impact Investing


Excited about our upcoming event in Zurich. This will be our 15th European event. Please join us. As part of our educational outreach to asset owners, we have budgeted complimentary passes for accredited asset owners. If you would like to receive guest invitation, please contact iris

Register now with early bird discount of 400 CHF (CHF 850, instead of (CHF 1250)

Speaker submission proposal 

TBLI Ambassadors

We are grateful to have several new ambassadors to help increase the awareness and outreach of TBLI CONFERENCE to the asset owner community. Gloria Nelund,  Michael Knagenheim have agreed to be TBLI Ambassador.

Full list of Ambassadors

Ida Beerhalter • Yvonne Beri • Giampiero Grandi •Edward Hoare • Grace M. Kataoka • Noelle-Claire LeCann • Andrea Christie Pizziconi • Paul Rose • Joanne Sawicki • Joan Trant • Gloria Nelund • Michael Knagenheim • Ariane de Vienne

Impact Investing Project

I recently came across a spectacular impact investing project that meets and exceeds TBLI standards for a great impact project: scalability, simplicity, social and environmental impact, profitability, management, and ease of understanding. The Mawingu Project will  bring affordable electricity and broadband wireless internet into the rural areas of Africa. Check it out and watch the video. Amazing.

LH Forum-Positive Economy

September 25 pm and 26 am, 2013 at the CCI of Le Havre

On the occasion of the LH Forum, a meeting platform dedicated to social entrepreneurs for them to present their innovative initiatives to large corporations and investors will be launched on September 25 afternoon and September 26 morning at the Chamber of Commerce and Industry of le Havre city. As an historical partner of the LH Forum, TBLI is happy to invite you to attend the “Carrefour de l’économie positive”.

Social entrepreneurs lie at the heart of a new economic paradigm. They are a source of innovative ideas but often face difficulties in implementing their projects due to a lack of funding and/or mentoring.

You are an asset owner, an asset manager, a CIO of a large corporation or a SME manager…This event is for you. Register here to meet and discuss with social entrepreneurs.

The Charitable-Industrial Complex

Peter Buffet, son of Warren Buffet wrote an excellent op-ed piece in the NY Times. Take a look.

Climate Report on Arctic

Climate Change in the Arctic is moving faster than anywhere else on earth.  This new over-view report from the Apollo-Gaia Project is based on observational data, analysis of feedback dynamics and trend projection.  Implications and consequences of Arctic change are spelled out.  The report is released in two formats, a web-linked PDF and a pair of supporting video presentations.  It can be found here:

Write for TBLI Blog 

I get quite a few requests about writing for the TBLI blog. Let’s make it formal. If you have something well written and interesting on ESG, Impact Investing, Climate Change, Sustainability, send it to me.

TBLI Ambassadors

After an inspiring and successful TBLI CONFERENCE™ in New York we are now moving on to convene TBLI CONFERENCE™ and TBLI CLUB in EUROPE. In addition, we are laying the foundations for expanding TBLI CONFERENCE™ to the Middle East, South America and Asia. To help with this expansion, we have approached a small group of thought leaders in the sector to become ‘TBLI Ambassadors. Their role will be to promote future events, provide feedback for program content,  and mobilize more asset owners to come to TBLI Conference, as part of our educational outreach,

We have been overwhelmed by the reaction of nearly all the potential ambassadors. I want to thank them all for agreeing to help scale up our activities and sharing their knowledge, passion and commitment.  Their bios along with the names of other new ambassadors will be posted  on our website in the coming week.

Thank you all.

TBLI Ambassadors:

Ida Beerhalter • Yvonne Beri • Giampiero Grandi • Ariane de Vienne •Edward Hoare • Grace M. Kataoka • Michael Knagenhjelm • Hans Lak • Noelle-Claire LeCann  • Gloria Nelund • Andrea Christie Pizziconi • Paul Rose • Joanne Sawicki • Joan Trant 

How to educate staff about ESG and Impact Investing?

For 15 years, TBLI CONFERENCE™ has been educating asset owners, managers, service providers to financial sector about ESG and Impact Investing. What seemed nearly impossible, namely how do you get those that influence investment decisions to look at the social, environmental and governance impact as well as the financial returns.

It is not that difficult. The financial sector is quite predictable group and needs to see three things before they change behavior:

  • Self Interests-What’s in it for me?
  • Opportunity-Where can I invest?
  • Money Flows-Where is the money going?

If you consistently focus on these 3 points, and cover all asset classes, and do that consistently over a long period, like TBLI CONFERENCE™ has done, you will change behavior, get mandates, and mobilize money.

Come find out how HSBC, BNP Paribas, and Mitsubishi UFJ, among many others  used TBLI CONFERENCE™ to educate staff about ESG and Impact Investing, by using it as a large educational seminar. By attending TBLI CONFERENCE™, financial institutions can educate their staff, get buy-in because staff meets their peers, and generate new business.

Early bird discount ($ 800) ending April 12th. Register Now!