Busy Summer

Greetings to you all and I hope you have had a restful holiday. TBLI has been exceptionally busy as you can read below.


If you think that Values Based Finance is expensive or risky look at this:

Bloomberg News

U.S. Bank Legal Bills Exceed $100 Billion

By Donal Griffin and Dakin Campbell August 28, 2013

The six biggest U.S. banks, led by JPMorgan Chase & Co. (JPM:US) and Bank of America Corp. (BAC:US), have piled up $103 billion in legal costs since the financial crisis, more than all dividends paid to shareholders in the past five years.

Come to TBLI CONFERENCE EUROPE 2013 to learn about Values Based Finance.

Our new website is just about finished. One can now enquire about both annual events TBLI CONFERENCE™ EUROPE 2013 and TBLI CONFERENCE™ USA 2014.  We also have all the presentations and videos made in New York at our recent TBLI CONFERENCE, and past venues are now online.

There will be another  TBLI CLUB event coming up in Paris and Amsterdam. We are looking forward to hearing Professor Alyson Warhurst, the founder and CEO of Maplecroft (UK) speak on ESG Risk Analysis and Mapping. The events will be held in Paris on 24 September (6pm) and in Amsterdam on 25 September (5 pm).

Further information on  keynote speaker and TBLI CLUB

Speaking Engagements:

For supposedly a quite summer, I never have had so many requests to give a talk on ESG and Impact Investing. I will be speaking at the following venues.

Philadelphia, USA-World Resource Ventures

Ulf Leonhard created and launched  as Europe’s first investor-entrepreneur matchmaking forum having recognized the potential and unmet market need for targeted funding facilitation in the resource management sector. Ideas, products & technologies for a better world meet with investors, customers, smart accelerators and multipliers.
October 24th & 25th hosted by Woodcock Washburn (www.woodcock.com )
Outstanding opportunity for European entrepreneurs presenting to an american audience!

24th annual SRI Conference  October 28-30, 2013

The SRI Conference on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies) is the premier annual gathering of investors and investment professionals working to make money and direct the flow of investment capital toward a truly sustainable future.
The 24th annual SRI Conference will be October 28-30, 2013 at The Broadmoor in Colorado Springs, Colorado. For those who attended the event  in 2006, you should know that The Broadmoor is under new ownership and has made some dramatic new commitments and improvements on the sustainability front.

Family Office Forum Zürich,  5 – 6 November 2013

Organized by Tobias Prestel and Katja Mülheim of Prestel & Partner, the international event gathers Family Offices, UHNWI, asset managers and service providers from all over the globe for two days of panels, conversation and networking on practical terms and trends about all subjects concerning Family Offices and UHNWI.

This marks the 4th successful year of such a Family Office Forum, and the 3rd year running. This time  a panel will be convened on Impact Investment, including world leading experts such as Robert Rubinstein.

Aiming to move the conversation from “why” to “how”, the event offers practical and actionable strategies that align with the attendees’ investment philosophies and help de-mystify the benefits and opportunities in ESG and Impact Investing.
After Zurich 5 – 6 November 2013, the Family Office Forum will launch in Mumbai, 5-6 March 2014 for an Indian audience, and return to Wiesbaden 5-7 May for a German audience. Please visit prestelandpartner.com for more information.

For guest pass attendance as asset owner, please email.

International Asset Owners Summit, Hong Kong Nov. 7-8, 2013

Join a host of pension and sovereign fundscentral banks and government agencies from across EuropeAsia and the Americas to discuss the latest advances in asset allocation and diversification strategies, bonds, equity, private equity and infrastructure investments
The Summit will cover the parallel rises of Asia Pacific and developing nations’ cross-border invest­ments across various asset classes as well as North American and European pension investments in Asia and their implications for financial markets at large.

Looking forward to greeting you all at TBLI in Zurich Nov. 14-15, 2013. Register now

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