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Bellagio Forum 10Th Anniv Meeting Summary.Pdf 10th Anniversary Members Meeting April 27-29, 2006 Bellagio, Italy MEETING SUMMARY Perspectives for the Future: Beyond Traditional Partnerships 1 PARTICIPANTS Jens Ambsdorf Lighthouse Foundation www.lighthouse-foundation.org Joao Amorin Fundacao Oriente www.foriente.pt Michèle Boccoz Institut Pasteur www.pasteur.fr Marta Bonifert Regional Environmental Centre for www.rec.org Central and Eastern Europe Charles A. Buchanan, Jr. Luso American Foundation www.flad.pt Cheryl Campbell Television Trust for the Environment www.tve.org Michael E. Conroy Rockefeller Brothers Fund www.rbf.org Will Day UNDP www.undp.org Xavier de Bayser I.DE.A.M www.ideam.fr Carol-Anne De Carolis Institut Veolia Environnement www.institutveoliaenvironnement.org Foster Deibert WestLB AG www.westlb.de Dario Disegni Compagnia di San Paolo www.compagnia.torino.it Jed Emerson Generation Foundation www.generationim.com/foundation Steve Falci Calvert Group www.calvert.com Hans Friederich IUCN www.iucn.org Ralf Frye Bellagio Forum www.bfsd.org Hans-Joachim Gericke Foundation for Music, Art and Nature www.stiftung-mkn.com Somak Ghosh Yesbank Ltd. www.yesbank.in Peter Goldmark Environmental Defense www.environmentaldefense.org Michael Hanssler G. Henkel-Stiftung www.gerda-henkel-stiftung.de Michael Hoelz Deutsche Bank www.umwelt.deutsche-bank.de Michaela Hoelz Heidelberg University www.uni-heidelberg.de Kurt Hoffman Shell Foundation www.shellfoundation.org Leslie Hoffman Earth pledge www.earthpledge.org Dirk Hoffmann Bosch and Siemens Home Appliances www.bsh-group.com Oliver Karius Vantage Point www.vantagep.org Sandra Kingma ABN-AMRO www.abnamro.com Philippe Kourilsky Institut Veolia Environnement www.institutveoliaenvironnement.org R. Andreas Kraemer Ecologic www.ecologic.de Joerg Eduard Krumsiek Deutsche Bank Foundation www.deutsche-bank-stiftung.de Mans Loennroth MISTRA www.mistra-research.se Gabriel Lopez IUCN www.iucn.org Bernhard Lorentz Vodafone Foundation Germany www.vodafone.de Arved Lueth IFOK GmbH www.ifok.de Rosa Matos AVINA www.avina.net Bernard Mercer New Philanthropy Capital www.philanthropycapital.org Kimberly Ochs Bosch Fellow www.bosch-stiftung.de Marcello Palazzi Progressio Foundation www.progressiofoundation.org Shilpa Patel IFC / World Bank www.ifc.org Cornelius Pietzner Triskeles Foundation www.triskeles.org Mary Robinson eginitiative www.eginitiative.org Klaus Scholtissek IFOK GmbH www.ifok.de Gabriel Schwaderer Euronatur www.euronatur.org Samuel Shiroff Bellagio Forum www.bfsd.org Oltmann G. Siemens IFC / World Bank www.ifc.org Jeannie Simon Bellagio Forum www.bfsd.org Steven Smith Ritchie Capital www.ritchiecapital.com Stephen Somerville Reuters Society www.foundation.reuters.com Bjorn Stigson WBCSD www.wbcsd.org Christian Stoffaes e7 www.e7.org Elmar Stumpf Bosch and Siemens Home Appliances www.bsh-group.com Alexandra Traun Foundation for Sustainable Development Ken Taylor Shell EP International www.shell.com Klaus Toepfer UNEP (fmr) www.unep.org Laurence Tubiana IDDRI www.iddri.org Cole Wilbur David & Lucile Packard Foundation www.packard.org Jan-Olaf Willums Foundation for Business and Society www.foundation.no Robert Zinser Rotary Action Group for Population www.rifpd.org and Development 2 Overview of the Proceedings During the 10th Anniversary Meeting April 27-29th 2006 in Bellagio, Como, Italy The Bellagio Forum Director and Chairman of the Board Welcome Participants On April 27, and Bellagio Forum Chairman Michael Hoelz opened the 10th Anniversary Meeting of the Bellagio Forum, “Perspectives for the Future: Beyond Traditional Partnerships.” Guests met in the magnificent Breva Hall at the Grand Hotel Villa Serbelloni in Bellagio, Italy. Michael Hoelz welcomed the participants to this remarkable place the founders of the Bellagio Forum had selected. He expressed special thanks to the keynote speakers and to the founding members of the Bellagio Forum as well as the meeting sponsors. Hoelz focused on the role of foundations in the “new” phase of globalization, i.e. global governance, long-term commitments in a world of “short-termism” and the need to act as “drivers of change” towards increasingly sustainable processes and lifestyles. He pointed to the fundamental role that education at all levels must play in affecting positive change. Following Hoelz’s opening remarks, Bellagio Forum Executive Director Samuel Shiroff presented an overview of the Bellagio Forum’s current structure and mission. He noted that this meeting in Bellagio was an opportunity to recapture some of the initial inspiration and vision that led to the creation of the Forum a decade ago. 3 Keynote Address: Peter Goldmark, Director of Climate Policy at Environmental Defense, Former Rockefeller Foundation President and Former Chief Editor of the International Herald Tribune Peter Goldmark, who has served as Rockefeller Foundation President and Chief Editor of the International Herlad Tribune and currently as Director of Climate Policy at Environmental Defense, has worked in all of the key sectors that are the focus of the Bellagio Forum. Setting the tone for the meeting and true to his reputation, Goldmark did not shirk from challenging the Forum to take bold action and use their [Forum members’] collective resources to tackle those pivotal issues that require partnerships to address properly. He offered several specific suggestions including identifying corporations from key industries for partnerships to help those companies make their operations more environmentally and socially friendly, to the pooling of resources to provide scholarships for young people both in the developed and developing world to concentrate specifically on sustainable development. He also challenged foundations to invest part of their endowments in a more pro-actively sustainable manner. Sustainable Development, Goldmark said, “is the paramount subject of our moment in history.” Noting dramatic studies that indicate a fundamental change in the water flows in the oceans, the prospect that the United States, China and India will choose to burn their vast quantities of coal reserves and the accelerated melting of the major Himalayan glaciers, Goldmark said that the next generation is one “to whom we will leave a lot of problems.” Encouraging bold action, Goldmark pointed out that foundations are in position to take risks that other types of organizations cannot afford to take; and that they must overcome their history cautiously approaching some of the daunting challenges. “If you are faced with a large challenge that can change the face of your civilization and you do not react with aggressive thought, with discipline, careful thought, 4 with pooling resources – in other words, if you are timid and cautious – that is reckless,” said Goldmark. Goldmark went on to suggest specific initiatives that foundations are in place to facilitate. He encouraged these very unique types of organizations to reach out to areas where little progress towards sustainability has been made, but is necessary. In the field of aviation, for instance, there have been tremendous positive benefits to the global economy as well as helping average people to better understand those with whom they share the planet. However, the environmental implications of ever- growing jet fuel emissions needs to be tackled. With one of the world’s two largest aircraft manufacturers in Europe, the potential to work in a collaborative effort between foundations, governments and key corporations has a great deal of potential to take the first steps necessary to discover how the aviation industry might reduce its impact on the environment. Goldmark encouraged the foundations of the Bellagio Forum to reflect on their founding and the reason they exist, to understand that their mission should also extend to how they invest the endowments. Foundations, he believes, should use all of their assets to promote sustainable development. He commented “It doesn’t matter whether you want market returns or are willing to consider something less. Both are important and both are available” in terms of responsible investment opportunities. On this note, Goldmark was also willing to “put his mouth where his mouth is.” He wagered the audience that if they would put 10% of their endowments into a sustainable investment plan that it would not be the lowest performing asset in their portfolio in 3 years. Moreover, foundations might also find a great deal of benefit from exploring innovative, cooperative efforts with corporations: for instance, offering finance for corporate efforts to improve the sustainability of their operations. Challenging a company to convert its vehicle fleet to bio-diesel or natural gas while concurrently providing the financing (via a loan) to accomplish the switchover is an opportunity for all actors to better serve society and fulfil their mission. Goldmark concluded by encouraging both members and participants at the meeting to recognize the complexity and enormity of the challenge faced, to understand that it is very much their job to meet that challenge and refrain from setting sights too low as to what might be accomplished through the Forum. 5 Opening Plenary: Founding Member Roundtable – “Reflections and Expectations” The first panel session was dedicated to some of the original founding members of the Forum. Reuters Society’s Stephen Somerville chaired the session, which included Charles Buchanan from the Luso-American Foundation, first BFSD executive director, Michael Hanssler, and Rockefeller President at the founding of
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