Agenda – 9-10 October 2008

Thursday 9 October 2008
18:30 Pre-dinner drinks –The Drawing Room Bar
19:15 WelcomeClive WallerChairman
19:30 Dinner – The Library
After Dinner Speaker – Professor Joe Herbert – Cambridge University
“Testosterone and making money!”
Friday 10 October 2008
09:00 Introduction – Clive WallerThe Library
09:10 Penny Shepherd, MBE – CEO, UK Social Investment Forum
Enlightened Self-Interest - How green and ethical investment has changed and what it means for you.
09:40 Discussion
10:10 Tea/Coffee – The Hall
10:30 Gareth Marr – Director of Red House – Director – The Red House Consulting Ltd
Long Term Financial planning for clients that have real money.
11:05 Discussion
11:20 Frank Potaczek – EEA Fund Management Ltd
Understanding the mysterious world of carbon trading.
11:55 Discussion
12.10 Panel Discussion: “Investment is about profit not ethics?”
Panelists: The morning speakers plus Joe Herbert and Lois Guthrie, Technical Director, The Carbon Disclosure Project
13:00 Lunch – The Conservatory
13:45 John Cliff – Managing Director – Client Markets, Swiss Re
Variable Annuities - Guaranteed Growth?
14:20 Discussion
14:40 Close – Clive Waller
14:45 Tea/Coffee – The Hall
<table width=”100%” border=”0″ cellspacing=”0″ cellpadding=”0″>
<tr>
<td colspan=”2″>Thursday 9 October 2008 </td>
</tr>
<tr>
<td width=”3%”>18:30</td>
<td width=”97%”>Pre-dinner drinks –The Drawing Room Bar</td>
</tr>
<tr>
<td>19:15</td>
<td>Welcome – Clive Waller – Chairman </td>
</tr>
<tr>
<td>19:30</td>
<td>Dinner – The Library</td>
</tr>
<tr>
<td colspan=”2″>After Dinner Speaker – Professor Joe Herbert – Cambridge University<br />
&quot;Testosterone and making money!&quot; </td>
</tr>
<tr>
<td colspan=”2″>Friday 10 October 2008 </td>
</tr>
<tr>
<td>09:00</td>
<td>Introduction – Clive Waller – The Library </td>
</tr>
<tr>
<td>09:10</td>
<td>Penny Shepherd, MBE – CEO, UK Social Investment Forum <br />
&quot;Enlightened Self-Interest – How green and ethical investment has changed and what it means for you.&quot;</td>
</tr>
<tr>
<td>09:40</td>
<td>Discussion</td>
</tr>
<tr>
<td>10:10</td>
<td>Tea/Coffee – The Hall</td>
</tr>
<tr>
<td>10:30</td>
<td>Gareth Marr – Director of Red House – Director – The Red House Consulting Ltd<br />
Long Term Financial planning for clients that have real money.</td>
</tr>
<tr>
<td>11:05</td>
<td>Discussion </td>
</tr>
<tr>
<td>11:20</td>
<td>Frank Potaczek – EEA Fund Management Ltd<br />
&quot;Understanding the mysterious world of carbon trading.&quot;</td>
</tr>
<tr>
<td>11:55</td>
<td>Discussion</td>
</tr>
<tr>
<td>12.10</td>
<td>Panel Discussion: &quot;Investment is about profit not ethics?&quot;<br />
Panelists: The morning speakers plus Joe Herbert and Lois Guthrie, Technical Director, The Carbon Disclosure Project</td>
</tr>
<tr>
<td>13:00</td>
<td>Lunch – The Conservatory</td>
</tr>
<tr>
<td>13:45</td>
<td>John Cliff – Managing Director – Client Markets, Swiss Re<br />
Variable Annuities – Guaranteed Growth? </td>
</tr>
<tr>
<td>14:20</td>
<td>Discussion</td>
</tr>
<tr>
<td>14:40</td>
<td>Close – Clive Waller</td>
</tr>
<tr>
<td>14:45</td>
<td>Tea/Coffee – The Hall </td>
</tr>
</table>