29th Annual SRI Conference 2018 | Sustainable, Responsible, Impact (SRI) | 1 November 2018 | The Broadmoor, 1 Lake Ave, Colorado Springs, CO 80906, USA

The SRI Conference is an inclusive ecosystem of diverse stakeholders — including financial advisors, investment professionals, researchers, members of mission-driven organizations, and others — who share a common interest in sustainable, responsible, and impact investing.

No other SRI event offers these stakeholders the educational, skill-building, and networking opportunities afforded by The SRI Conference. That’s why so many of our attendees return year after year.

Continuing education credit may also be available for CFP, CFA, and CIMA designees.

SRI has seen a growth rate of more than 13% each year since 1995 and now totals over $8.7 trillion in assets.*

It is a mainstream investment strategy AND it holds the power to address our most pressing societal challenges in a way the public sector simply cannot.

2018 Speakers

FEATURED:

Michelle Edkins
Managing Director, BlackRock

Daniel C. Esty
Hillhouse Professor of Environmental Law and Policy, Yale Law School

Jeremy Grantham
Co-Founder and Chief Investment Strategist, Grantham, Mayo, & van Otterloo

Robert Jackson
Commissioner, U.S. Securities and Exchange Commission

Chad Myers
CNN Chief Meteorologist

Kurt Summers
Treasurer, City of Chicago

SPEAKERS:

Arina Abbott
Marketing, Green Alpha Advisors

Sam Adams
Chief Executive Officer & Co-Founder, Vert Asset Management

Sanjay Arya
Head of Indexes, Morningstar, Inc.

Mark Bateman
Director of ESG/SRI Research, Aperio

Matthew Blume
Portfolio Manager, Director of Research, Appleseed Capital

Sara Boyd
Portfolio Manager, Highwater Wealth Management

Christian Braemer
Chief Executive Officer & Co-Founder, Benefunder

Lindsey Brannon
Head of Public Finance, Neighborly

Ophir Bruck
US Network Manager, Principles for Responsible Investment

Marc-Olivier Buffle
Senior Client Portfolio Manager – Thematic Equities, Pictet Asset Management

Kimberly Buncle
Head of ESG Research, Wells Fargo Private Bank

Bill Burckart
President and Chief Operating Officer, The Investment Integration Project

Yovanka Bylander
Head of North American ESG Business, ISS

Rebecca Carland
Senior Investment Director, Cambridge Associates

Kesha Cash
General Partner, Impact America Fund

Paige Chapel
President & Chief Executive Officer, Aeris

Lori Chatman
Senior Vice President, Enterprise Community Investment, Inc.; President, Enterprise Community Loan Fund, Inc.

Melissa Cheong
Chief Investment Officer, Zoma Capital

Danelle Chung
Principal, Pi WealthPlan

Timothy Coffin
Senior Vice President, Breckinridge Capital Advisors

Justin Conway
Vice President, Investment Partnerships, Calvert Impact Capital

Kevin DiSano
Senior Managing Director and Head of ETF Sales, Nuveen

Frank Dobbin
Professor of Sociology, Harvard University

Sonya Dreizler
Founder, Solutions with Sonya

Patrick Drum
Portfolio Manager, Saturna Capital

Jay Eisenhardt
Senior Sustainable Investment Product Manager, Northern Trust

Gregory Elders
Research, ESG, JPMorgan Indexes

Steve Falci
CIO, Impax Asset Management LLC

Lisa Gilbert
Vice President of Legislative Affairs, Public Citizen

Hallie Gilman
General Counsel, Greenbacker

Jeff Gitterman
Co-Founding Partner, Gitterman Wealth Management

Julie Goodridge
Chief Executive Officer, Northstar Asset Management

Julie Gorte
Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds

Theresa Gusman
Chief Investment Officer, First Affirmative Financial Network

Jon Hale
Global Head of Sustainability, Morningstar, Inc

Nicole Harman
Program Manager, Intentional Endowments Network

Lisa Hayles
Vice President, Institutional Services, Boston Common Asset Management

Bob Helmuth
Vice President, Business Development, Impax Asset Management LLC and Pax World Funds

Vicki Henn
Chief HR Officer, PNC

Louise Herrle
Managing Director, Incapital

Patricia Foley Hinnen
Capital Sisters International

Paul Hilton
Partner and Portfolio Manager & Research Analyst, Trillium Asset Management

Mahesh Jayakumar
Portfolio Manager, Oppenheimer Funds

Meg Jones-Monteiro
Program Director, Interfaith Center on Corporate Responsibility

Liddy Karter
Managing Director, Enhanced Capital

Courteney Keatinge
Director of Environmental, Social and Governance Research, Glass Lewis

Vishal Khanduja
Vice President, Calvert Research and Management

Pooja Khosla
Head of Product Development and Director of Data Science, Entelligent

Peter Kinder
Trustee, Green Mountain College

Stuart Kinnersley
Chief Investment Officer, Affirmative Investment Management

Michael Kramer
Managing Partner, Natural Investments

Martin Kremenstein
Senior Managing Director and Head of Retirement Products and ETFs, Nuveen

Reena Krishnan
Strategic Advisor, How Women Invest

Jonas Kron
Senior Vice President and Director of Shareholder Advocacy, Trillium Asset Management

Lloyd Kurtz
Senior Portfolio Manager/Head of Social Impact Investing, Wells Fargo

Carole Laible
Chief Executive Officer, Domini Impact Investments

Will Lana
Partner and Investment Manager, Trillium Asset Management

Stephanie Larosiliere
Senior Client Portfolio Manager, Invesco

Tamara Larsen
Director, Perella Weinbert Partners

Larry Lawrence
Executive Director, MSCI

Michael Lear
Vice President, Bernstein Private Wealth Management

Andrew Lee
Managing Director, UBS

Jane Lewenthal
Financial Advisor, Wells Fargo Advisors

Sanford Lewis
Director, Founder, Shareholder Rights Group

Kurt Lieberman
Chief Executive Officer, Magni Global Asset Management

James Lumberg
Co-Founder, Envestnet

Conrad MacKerron
Senior Vice President, As You Sow

Taham Mahimwalla
Vice President and Institutional Portfolio Manager, RBC Global Asset Management

Emilie Mazzacurati
Founder & Chief Executive Officer, Four Twenty Seven, Inc.

Patrick McGurn
Special Counsel and Head of Strategic Research and Analysis, ISS

James McRitchie
Publisher, CorpGov.net

Max Mintz
Chief Investment Officer, Common Interests

Kathy Mulvey
Climate Accountability Campaign Director, Union of Concerned Scientists

Brianna Murphy
Vice President, Shareholder Advocacy, Trillium Asset Management

Scott Nance, CAIA
Head of Business Development, ARK Global

Samantha Palm
Portfolio Manager, Parnassus Investments

Michael Passoff
Chief Executive Officer, Proxy Impact

Mark Potkewitz
Policy Director, Center for Urban Business and Entrepreneurship, Brooklyn Law School

Amit Pradhan
Executive Chairman, Zero Labs

Vikram Puppala
Associate Director, Sustainalytics

Paloma Munoz Quick
Program Director, Investor Alliance for Human Rights

Caroline Rees
President & Chief Executive Officer, Shift

Scott Sacknoff
Chief Executive Officer, SerenityShares Investments

Leslie Samuelrich
President, Green Century

Jan Schalkwijk
Investment Advisor, JPS Global Investments

Fran Seegull
Executive Director | U.S. Impact Investing Alliance, Ford Foundation

Julia Shin
Vice President, Enterprise Community Partners, Inc.

Kenneth St. Amand II
Vice President, Client Portfolio Manager, Mirova

Marlo Stil
Managing Partner, The Wealth Consulting Group

Vivek Tanneeru
Portfolio Manager, Matthews International Capital Management

Alison Taylor
Managing Director, B.S.R.

Holly Testa
Director, Shareowner Engagement, First Affirmative Financial Network

Pat Tomaino
Zevin Asset Management

Lucas Turner-Owens
Fund Manager, Boston Ujima Project

Greg Vigrass
President, Folio Institutional

Meg Voorhees
Director of Research, US SIF

Megan Wallingford
Manager of Advisory Services, Sustainalytics

Mark Watson
Founder and Owner, Keel Asset Management

Teresa Wells
Principal, Managing Director, Tiedemann Advisors

Lisa Woll
Chief Executive Officer, US SIF, US SIF Foundation

Eugene Yun
Founder and Strategist, SymVerse

2018 Sponsors

BENEFACTORS:
• Calvert Research and Management
• Crossmark Global
• Dell Inc.
• Domini Impact Investments
• EQIS Capital Management
• Eventide Fund
• First Affirmative Financial Network
• Folio Institutional
• Matthews Asia
• Mirova
• Nuveen
• OppenheimerFunds
• Pax World Funds
• US SIF

MEAL/EVENT:
• Calvert Impact Capital
• Green Century Funds
• Praxis Mutual Funds
• Saturna Capital
• Trillium Asset Management
• Vert Asset Managemeny

GENERAL:
• Aberdeen Standard Investments
• Advisor Partners
• Appleseed Capital
• Ashoka
• Azzad Asset Management
• Clean USA Power
• Envest Microfinance
• Green America
• Jantz Management
• Janus Henderson Investors
• Miller/Howard Investments
• MSCI
• Parnassus Investments
• S&P Dow Jones Indices
• Sarasin Asset Management
• SerenityShares Impact ETF
• SKBA Capital Management
• Thornburg Investment Management
• Tides
• Touchstone Investments
• Wells Fargo Private Bank

DIRECT IMPACT SHOWROOM:
• ImpactAssets
• Sei
• Solomon Hess