strategic csr consulting - haas school of business sense.” - paul collins, haas mba ‘11. ......

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Strategic CSR Consulting Spring 2012

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Page 1: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Strategic CSR Consulting

Spring 2012

Page 2: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

What is Corporate Responsibility?

Improving your business in a way that

sustains the world,

and improving the world in a way that

sustains your business.

2

Why learn more in a class?

Page 3: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

1. Amazing project experience that makes for great fodder in interviews and on resumes

Create a go-to-market strategy for a new home

energy management system

Recommend ways to reduce the shipping &

packaging impacts of eBay transactions

Develop a social media strategy to engage

customers and employees in social responsibility

Create “green” positioning versus other airline

competitors

Page 4: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

2. Content knowledge (delivered by experts) that can differentiate you in your career (whatever it is)

Thought leaders from

companies like Blu Skye, Twitter,

Whole Foods and Method who

are redefining good business

Practitioners who drive change

within their organizations on a

daily basis

Leading faculty in the

sustainability/corporate

responsibility field who conduct

cutting edge research

What: Who: Sustainable leadership

Green product innovation

Cause marketing

Social technology for good

Life Cycle Analysis

Reporting and measurement

Stakeholder engagement

strategies

Sustainable value chain

Page 5: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

3. Opportunity to develop relationships with companies who need smart people (like you)

Build your

professional networks

Explore internship

and full-time career

opportunities

Pursue independent

research

opportunities

“Strategic CSR was a highlight of my first year experience at Haas. The experience presents a great opportunity to learn and explore all things CSR through the lens of a business manager. It offers a very realistic account of the challenges and rewards of developing, championing and executing CSR in the workplace that not only makes the world a better place, but makes solid, justifiable business sense.”

- Paul Collins,

Haas MBA ‘11

Page 6: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Haas Socially Responsible Investment Fund (HSRIF)

Spring 2012

Page 7: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Testing of an academic theory in a real setting

Contributing to the rising field of social investing

Networking with prominent investment professionals

Access to alumni network in the field

What is HSRIF?

$1.2 million investment fund with a goal to contribute to the field of social investing by defining and exploring new ideas around unlocking hidden value based on companies’ environmental, social and governance (ESG) practices.

What We Do:

Invest in publicly traded equities

Investments with both strong ESG and financial performance

Long-term approach

$1.2 million investment fund with a goal to contribute to the field of social investing by defining and exploring new ideas around unlocking hidden value based on companies’ environmental, social and governance (ESG) practices.

What you get:

Page 8: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

MBA Participant Responsibilities

Time commitment: 3 semesters (spring/fall/spring)

Class hours per week: 2

Credits received during time at Haas: 6 (2 per semester)

Preparation of detailed stock pitches / monitoring positions

Fund / Portfolio administration responsibilities

Questions? [email protected]

Page 9: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

What Fund Principles Do

9

Investment

Thesis

Due

Diligence

• Reputation

• Governance

• Accounting

• Industry

• Turnaround

• Financial

analysis

• CSR reports

• ESG data

• Other

Research

Feedback

and Voting

• First pitch to

principals

• Final pitch

before voting

• Execution

Page 10: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Some Sample Holdings

10

Page 11: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Investment Advisory Board

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Margo Alexander, Chair of the Acumen Fund

George S. Dallas, Director, Corporate Governance at F&C (London)

David C. Distad, Ph.D., CFA MD, Investment s Manager, Sunbelt Enterprises

Stephen Etter, Partner, Greyrock Capital Group

Farha-Joyce Haboucha, Portfolio Manager, Rockefeller Financial

Lawrence R. Johnson, Founder and former CEO of Lawrence Johnson & Associates, and InvestorLogic, LLC (now Milliman)

Lloyd Kurtz, Chief Investment Officer, Nelson Capital

Lisa Leff, Senior Portfolio Manager, Nelson Capital

Christopher C. Luck, President, Luck Partners Consulting

Kellie A. McElhaney,Co-Faculty Director & Adjunct Assistant Professor, Center for Responsible Business

Charles F. Michaels, Founder and Portfolio Manager, Sierra Global Management

Marc Orlitzky, Associate Professor of Management at Penn State University Altoona

Michael Pearce, Investment Consultant, Cambridge Associates

Wendy Walker, Investment Consultant, Cambridge Associates

Page 12: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Application

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• Interested applicants should submit (1) a resume and (2) a personal statement that addresses at least the following questions (no more than 2 pages in length):

o What do you bring to HSRIF and what do you hope to get out of your experience?

o How will your HSRIF experience impact your future career?

o Why do you believe ESG Factors are an important screen for investment decisions?

o What related background and expertise do you have that was not highlighted on your resume?

o What other time commitments do you have, including other programs, experiential classes, or activities that will be pursued during the year?

• Application materials should be emailed to [email protected]

Page 13: Strategic CSR Consulting - Haas School of Business sense.” - Paul Collins, Haas MBA ‘11. ... Sierra Global Management ... Slide 1 Author: Rebecca Dolan Created Date:

Contact

Jo Mackness 510.642.6099

[email protected] www.haas.berkeley.edu/responsiblebusiness