Shawshank Redemption vs Wolf of Wall Street

I often have conversations about how could we dramatically scale up the money flows into Values Based Investing (ESG and Impact Investing). Everyone has a secret sauce. If we only research this for 3 -5 years and then analyse the driver and get psychologic feedback, etc., etc. Others say  “all we need to do is capture the impact of past investment and create a guideline to measure that impact, then the money will flow”.  I have often been told “what we need is clear infrastructure to allow transactions to occur in a transparent manner”.  Others say we need more education or we need more research. It seems everyone is looking for the magic bullet. What is that single effort that will unlock the assets of wealth holders?

I think what we need to do to unlock the cash is what TBLI has been doing for nearly 17 years, namely a continuous farming approach. Hunting won’t work. The Wolf of Wall Street is not the model. Hunting will only work when the the financial pack is convinced and has decided to move. Until that time, we just have to keep doing what Andy Dufresne did in the Shawshank Redemption, which was patiently and diligently chip away at the wall as he did to escape from Shawshank Prison.

2 weeks to go! Join us at TBLI CONFERENCE USA, New York, May 29-30, 2014

TBLI Foundation

The number of supporters for TBLI Foundation is growing and I want to thank all of them.

Why is TBLI unique? 

TBLI goes further in creating an economy based upon well being by creating an ecosystem and community of Value(s) Based Investors. There are loads of inspirational talks around on youtube. What we need is:

  • How to implement?
  • How to empower investors?
  • How to execute?
  • How to Deliver?
  • Who can help me?
  • Where do I find the funding?
  • How can I make the dream a reality?
  • What tools do I need?
  • How can I educate myself about values based investing?

TBLI Foundation through TBLI Conference achieves this.

Learn more about TBLI Foundation and our work.

New Supporters of TBLI Foundation


US Tax

Valley Road Capital

TBLI Foundation and other News

TBLI Foundation:

Thank you to the first funders of the TBLI Foundation:

Founders Level:

De Pury Pictet Turrettini & Cie

Golden Bottle Trust

For full list of all levels of support visit TBLI News


Interview with Robert Rubinstein

Robert Rubinstein
Alliance magazine

A recent interview I did with Alliance Magazine has been published.

2014- Great Tipping Point Year

I want to wish you all a spectacular 2014. For my team and me, and the entire Values Based Financial system, it is looking to be a watershed year.

Doing the heavy lifting–or farming as I call it, rather than hunting–is often quite tough and needs a continuous boost of inspiration. I was thinking who within my close inner circle gives me that inspiration to keep going. There were so many, far too many to count, but two in particular stood out last year.


Rieki Crins-Rubinstein is the most authentic, genuine, passionate, committed person I’ve ever met. She is in-your-face telling her authentic truth, no matter how uncomfortable that might be. As a social entrepreneur, she decided to go for an achievable moon shot:  create a wholly new hospitality concept in a frontier market (Bhutan), with the goal of achieving financial returns for investors, and most importantly, creating jobs for unemployed youth. In addition, on top of creating a chain of 5 star culturally authentic and carbon neutral hotels, she is starting a vocational school for teaching hospitality and entrepreneurship.  What drives her is the fulfillment that she gets from helping an individual grow, not the cash in the bank.

In spite of her negative feelings about the world, she is one of the most passionate lovers of life individuals I know. She has shown me the true meaning of generosity, kindness, passion, and love. Rieki is a great mother, caregiver, amazing cook, fantastic sense of humor, and has a brilliant mind. Even with a PhD in anthropology, she still enjoys silly reality TV, which is why my wife Rieki is, and will remain, my greatest inspiration.

Michael Knagenhjelm is a dear friend, TBLI Ambassador and one of the most positive, generous people I know. He has waged an on-again, off-again battle with cancer for a very long time. He never lets that bring him down;  he keeps fighting and winning. Sometimes there would be a relapse, but his spirit never wavered, Nor did his commitment to create an economy based upon well being.

Recently he had another relapse, and while still going through on chemotherapy, he would be calling me and guiding and mentoring me as to how to scale TBLI up. He opened doors for us, helping us expand and create TBLI Nordic—our first Conference in the region. When I visited him last year, he organized a beautiful dinner with his wife and had friends over. The entire time, his health was taking its toll on his body, but never on his spirit.

I have watched Michael deal with adversity. I saw how in spite of the pain he still has the strength to help others, and all the time being playful and fun. Definitely a TBLI hero. Thank you, Michael.


Over the years, we have received numerous enquiries by grant-making foundations and individuals about whether TBLI had a charitable vehicle to accept grants and donations. We are pleased to announce that Stichting (Foundation) TBLI has now been set up to receive donations in a tax-efficient manner and is now partnering with SharedImpact – the global donor-advised fund. Later this year, we will have a non-profit entity (501(c)(3)) for donors and grant-makers in the United States, a registered charity for donors in the UK, a registered charity for donors in Hong Kong, and a charitable vehicle for The Netherlands. This will allow us to scale up our educational outreach on ESG and Impact Investing to asset owners and managers, and to pursue partnerships with other non-profits with missions similar to ours. We look forward to working with our network as we transform TBLI for our stakeholders around the world.

I think this will be a great year for all of us.

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

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