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DENVER, Colo., Feb. 28, 2008 - The Rocky Mountain Chapter of the National Investor Relations Institute (NIRI) announced today that its monthly meeting will showcase a panel of experts who will discuss how Socially Responsible Investment (SRI) funds are increasingly influential and cannot be ignored, without peril, for listed companies and financial institutions. SRI funds have experienced strong growth in the past decade, in conjunction with rising shareholder activism in terms of greater disclosure, more shareholder resolutions and increased shareholder access to Board nominations.
Who:
Stephen P. Gottesfeld is vice president of communication and public affairs for Newmont Mining Corporation, which is headquartered in Denver and is one of the largest gold producers in the world. Newmont is included in the Dow Jones Sustainability Index of companies. Previously, Gottesfeld was the associate general counsel for Newmont. He earned a law degree and a master's degree in international affairs from the University of Denver.
Lloyd Kurtz is the CFA and senior portfolio manager of Nelson Capital Management. Nelson specializes in wealth management for endowments, foundations and institutions, including having SRI expertise. Kurtz has held positions in research coverage for healthcare and for KLD, a SRI research firm. He is a research fellow at University of California, Berkeley Haas Business School's Center for Corporate Responsibility. He serves as Program Administrator for the Moskowitz Prize, the SRI industry's annual award for the best quantitative study of SRI. Kurtz received his MBA from Babson College.
Steven J. Schueth is the CFP, president and chief marketing officer at First Affirmative Financial Network. Schueth specializes in a nationwide network of investment professionals specifically serving SRI investors. He is a director of the Council for Responsible Public Investment as well as a former director, chairman and president of the Social Investment Forum and received the SRI Service Award in 1998. Previously, he was at Calvert helping to develop the first globally socially screened mutual fund in the United States. He graduated from Marquette University.
Moderating the panel will be Kathy Leonard, Vice President-Investments for The Leonard Social Investment Group of UBS Financial Services. Prior to working at UBS, she founded and managed The Center for Responsible Investing and was recognized by the Calvert Foundation as Community Investing Advisor of the Year in 2003 and 2004. She is a founding member of the Colorado chapter of Business for Social Responsibility and earned her bachelor's degree from the University of Colorado.
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For members who wish to view the presentation, it will be available via a link on the home page of the Chapter's Web site (www.rockyniri.org) beginning the next day. The presentation will be captured as a rich media recording courtesy of Boulder-based Catapult PR-IR (www.catapultpr-ir.com). Just click on the link and it will play back automatically. All that is needed is a Windows Media Player and preferably high-speed Internet access. This is a unique service that only the Rocky Mountain Chapter of NIRI is offering its members. Please send your feedback to Terri Douglas, Catapult PR-IR at tdouglas@catapultpr-ir.com.
With more than 4,300 members in 35 chapters around the country, NIRI sets the highest standards in education designed to advance the practice of investor relations and meet the growing professional development needs of those engaged in the field. The Rocky Mountain Chapter includes over 100 corporate practitioners, IR consultants and IR-related service providers, resulting in a dynamic mix of IR professionals dedicated to promoting the practice of investor relations within the business and financial communities.
The goal of the Rocky Mountain Chapter is to advance the profession of investor relations. By providing innovative monthly programs, it seeks to create a greater understanding of effective and sound investor relations practices within its membership and the greater business community. It also strives to foster a collegial environment where investor relations practitioners can share their knowledge and experiences. The Chapter's objective is to provide an opportunity for participation in local activities that are both enlightening and enjoyable. For information about becoming a member of NIRI, please contact Brenda Bell at BusinessWire at 303-861-8837.
About the NIRI Rocky Mountain Chapter
The NIRI Rocky Mountain Chapter has more than 100 members representing most of the major public companies in the Rocky Mountain region. The chapter holds regular monthly meetings and specially scheduled educational seminars featuring experts on leading issues affecting publicly traded companies and the investor relations profession. For more information on the Rocky Mountain Chapter, please visit its Website at www.rockyniri.org.
Contact:
Terri Douglas
Secretary & Chair, Communications
Rocky Mountain Chapter, National Investor Relations Institute
303-581-7760, ext. 18
tdouglas@catapultpr-ir.com