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Thursday, March 30, 2006

Innovations In Social Investing Across The Finance Spectrum 2. New Generation Philanthropists

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Session Description

Drill down on the issues relating to the area which interests you most, with pioneering institutions in their field. Participants will share their key insights and ask you to debate the priorities moving forward. Participants will share their key insights and ask you to debate the priorities moving forward.

When | Where

11:15 - 12:30 Thursday, March 30

Session leaders

  • DK Matai Speaker
    Founder, mi2g
    DK Matai is an engineer turned entrepreneur and philanthropist with a keen interest in the well being of global society. DK founded mi2g in 1995, the global risk specialists, in London, UK, whilst developing simulations for his PhD at Imperial College. DK helped found ATCA - The Asymmetric Threats Contingency Alliance - in 2001, a philanthropic expert initiative to address complex global challenges through Socratic dialogue and joint executive action to build a wisdom based global economy. ATCA addresses opportunities and threats arising from climate chaos, radical poverty, organised crime, extremism, informatics, nanotechnology, robotics, genetics, artificial intelligence and financial systems.
  • Jennifer Moses Speaker
    Chief Executive , CentreForum
    Jennifer joined CentreForum as Chief Executive in the summer of 2005. Ms Moses was formerly a Managing Director of Goldman Sachs. Jennifer is a graduate of Brown University and Harvard Business School. She is a founder and Trustee of ARK (Absolute Return for Kids), a children’ s charity, Guidestar UK, Agent Provocateur and Duchy Originals. Jennifer is married with three children.
  • Global Head, Philanthropy Services, UBS
    Maximilian Martin is Global Head and Managing Director of Philanthropy Services at UBS AG. He also serves as a Visiting Professor at the University of Geneva. Previous engagements include serving as Head of Research at the Schwab Foundation, Senior Consultant with McKinsey & Company, instructor at Harvard’s Economics Department, and Fellow at the Center for Public Leadership at the John F. Kennedy School of Government. In 2003, he developed the first university course on social entrepreneurship in Europe for the University of Geneva and the Schwab Foundation for Social Entrepreneurship. In 2003-2004, he set up UBS Philanthropy Services and the UBS Philanthropy Forum. Dr. Martin holds a Master in Anthropology from Indiana University, a Master in Public Administration from Harvard University, and a PhD in Economic Anthropology from the University of Hamburg, Germany.
  • Melissa Berman Speaker
    President and CEO, Rockefeller Philanthropy Advisors, Inc.
    Founded by the Rockefeller family, Rockefeller Philanthropy Advisors is an innovative non-profit philanthropy service dedicated to helping donors create thoughtful, effective philanthropy throughout the world.  The organization manages foundations and trusts; structures giving programs and major gifts; offers a charitable giving fund; and coordinates donor collaborations.  In the last decade, Rockefeller Philanthropy Advisors has facilitated more than $850 million in giving to more than 40 countries. Ms. Berman has led Rockefeller Philanthropy Advisors since January 2001.  Previously, she served as Senior Vice President, Research and Program Development at The Conference Board, a non-profit, independent business research organization. She oversaw all research and publications on management practices, including global corporate citizenship and governance. A frequent speaker, Ms. Berman was profiled in the New York Times in March 2004.  Her ideas and views have also been featured in the Wall Street Journal, Business Week, The Financial Times, USA Today, Town & Country, The Boston Globe, and The Houston Chronicle.  She has been interviewed on the Today Show, NPR, CNBC-TV, and CNNfn.  She has written articles for the New York Times, Across the Board, The Miami Herald and other national publications. Ms. Berman is a director of City Harvest, the Foundation Center, and Rockefeller Philanthropy Advisors. She is a member of the national advisory panel for New Ventures in Philanthropy.  She serves as a Judge for the Ron Brown Award for Corporate Citizenship, a presidential award. Ms. Berman holds a B.A. from Harvard University and a Ph.D. from Stanford University.