30th Annual SRI Conference 2019 | The SRI Conference & Community | 13 November 2019 | The Broadmoor, 1 Lake Ave, Colorado Springs, CO 80906, USA

The Largest and Longest Running Gathering of SRI Professionals in the U.S. For 30 years, The SRI Conference has been the most important annual gathering for investors, asset owners, asset managers, financial advisors, researchers, academics, mission-driven organizations, and enterprises who share the common goal of deploying private capital to address some of our most pressing environmental, social, and economic challenges.

2019 Speakers

CONFERENCE HOSTS:

Steven Wallman
Founder and CEO, Folio Financial, Inc.

Paula DeLaurentis
Chief Retail Officer, Folio Financial, Inc.

George R. Gay CFP®, AIF®
CEO, First Affirmative

MAIN STAGE:

Benjamin Allen
Chief Executive Officer, Parnassus Investments Portfolio Manager, Parnassus Core Equity Fund

Douglas M. Baker, Jr.
Chairman of the Board & Chief Executive Officer, Ecolab

Alex Bernhardt
U.S. Responsible Investment (RI) Leader, Mercer Investments

Ken Bertsch
Executive Director, Council of Institutional Investors (CII)

Antonio Davis
Former NBA All-Star, Impact Investor, Social Entrepreneur

Warrick Dunn
Founder, Warrick Dunn Charities

Jeff Eckel
Chairman, President and Chief Executive Officer, Hannon Armstrong

Timothy Freundlich
CEO, ImpactAssets

Devean George
Former NBA, 3X NBA Champion, CEO & Founder of Building Blocks and George Group North

Seth Goldman
Executive Chair, Beyond Meat / Co-founder & TeaEO Emeritus, Honest Tea

Kate Gordon
Senior Advisor on Climate to California Governor, Gavin Newsom

Sheryl Grant
International Ms. Olympia Fitness Champion, Founder & CEO, Sheryl Grant Enterprises

Daniel Hughes
Impact Accelerator, Co-Creater of Athletes Influence, Partner of LOHAS Advisors

Taylor Jordan
Managing Director, Alternative Investments & Manager Selection (AIMS) Group, Goldman Sachs

Todd Kading
President, LeafHouse Financial

Joe Keefe
President and CEO, World Pax Funds

John Lanier
Executive Director, Ray C. Anderson Foundation

Derrick Morgan
Former NFL, Active Impact Investor and Social Venture Entrepreneur, Managing Partner of KNGDM Group

Leslie Norton
Writer, Barron's Magazine

Deval Patrick
Former Governer of Massachusetts, Managing Director, Bain Capital Double Impact

Richard Powers
Head of ETF Product Development, Vanguard

Jim Roach
Senior Vice President, Retirement Strategies, Natixis Investment Managers

Barbara Roper
Director of Investor Protection, Consumer Federation of America

Ron Shapira
Founder, Mosaic Advisory Partners

Geoffrey Whaling
Chair of National Hemp Association and Co-Founder and President of Canopy Hemp Development LLC

Gary White
CEO and Co-founder, Water.org and WaterEquity

Doug Baker
Chairman and CEO, Ecolab

Wally Okby
Senior Analyst, Wealth Management Aite Group

Jeffrey Steiner
Associate Director, Global Hemp Innovation Center, Oregon State University

Rachel Burlock
Lead ESG Strategist, Boston Advisors

SPEAKERS:

Danielle Burns
Head of Business Development, CNote

Jennifer N. Coombs, CRPC®️
Associate Professor, The College for Financial Planning

Kelly Coyne
VP, Global Women's Strategies, Pax Ellevate Management

Sarah Grenon
VP, Marketing & Communications, Impax Asset Management LLC and Pax World Funds

Kimberly Griego-Kiel
CEO, Horizons Sustainable Financial Services

Jon Hale, Ph.D., CFA
Head of Sustainable Investing, Research, Morningstar

Penelope Jackson
Director of Business Development, Gitterman Wealth Management

Kathy Leonard
Senior Vice President - Investments, UBS, The Leonard McDevitt Social Investment Group

Megan Morrice
Head of Operations, ValuesAdvisor

Tim O'Donnell, CAIA
Head of Responsive Investing, FEG Advisors

Brady Quirk-Garvan
Operations and Business Development, Natural Investments

Manisha Singh, CFA
Portfolio Manager & ESG Specialist, AIG Funds

Joe Sinha, CIMA®️
Chief Marketing Officer, Parnassus Investments

Amy Thacker
COO, First Affirmative

Brett Wayman
VP, Impact Investing, Envestnet

Fabian Willskytt
Investment Analyst, Align Impact

Sarah Greenberg
Executive Director Client Coverage MSCI

Douglas Lynam
Partner, LongView Asset Management

Dan Chu
Executive Director, Sierra Club Foundation

Gil Crawford
Co-Founder & Chief Executive Officer, MicroVest Capital Management

Phil Glynn
President, Travois

Daniel Gura
Director, Capital Markets and Financial Systems Habitat for Humanity International

William Jacobsen, CAIA, FSA
Senior Director of Strategic Investments, Kiva Capital Management

Dana Lanza
Co Founder, President and CEO, Confluence Philanthropy

Deborah Momsen-Hudson
Vice President & Director, Self-Help Credit Union

Nicholas Dunlap
Senior Vice President & Senior Real Estate Development Officer, Avanath Capital Management

Sonya Sbar
Managing Director, Business Development, MicroVest Capital Management

Liz Sessler
Vice President, Product and Partnerships, CapShift

Nicholas Silbergeld
Investments, Calvert Impact Capital

Nicole Torrico
Program Manager, Intentional Endowments Network

William W. Towns, Ph.D., MBA
Executive Director, Benefit Chicago

Vivienne Hsu
Founder and CEO, LENDonate

Jeffrey Mindlin
Chief Investment Officer, ASU Enterprise Partners

Susan Baker
Vice President, Shareholder Advocacy, Trillium Asset Management

Molly Betournay
Director of Social Research and Advocacy, Clean Yield Asset Management

Francis Coleman
Vice Chair, CBIS (Christian Brothers Investment Services, Inc)

Timothy Dunn, CFA
Chief Investment Officer, Managing Member, and Founder, Terra Alpha Investments

Dr. Judy Glazer
Global Head of Sustainability and Product Compliance, HP Inc.

Cherith Harrison
Marketing Manager,
The SRI Conference & Community

Lisa Hayles
Principal, Boston Common Asset Management

Y-Vonne Hutchinson
CEO & Founder, ReadySet

Jennifer Leitsch
VP, Corporate Responsibility, CBRE

Ivy Jack
Head of Equity Research, NorthStar Asset Management, Inc.

Chase McGill, CSRIC
Independent Financial Advisor, B. Riley Wealth Management

Alexandra McPherson
Project Manager for CPA's Investor Environmental Health Network, Principal at Niagara Share

Guillermo Miranda
Vice President & Global Head of IBM Corporate Citizenship

Renee Morgan
Impact Director, Impact Investors

Mark S. Rossi, PhD
Executive Director, Clean Production Action

Dr. Peter Schultz
Vice President, ICF

Amy Springsteel
AVP, Corporate Responsibility, Voya Financial (Voya)

Gabe Wing
Director of Sustainable Business and Innovation, Herman Miller

Natalie Ambrosio
Editor, Four Twenty Seven

Chris Madden
VP, Portfolio Manager, Calvert Research and Management

Guusje Bendeler
CEO and Co-Founder, thinkPARALLAX

Carrie Christopher
Director, Internal & External Sustainability Reporting, Newmont Goldcorp Corporation

Theresa Gusman
Chief Investment Officer, First Affirmative

David Hagen
Vice President, Digital Wealth, Folio Financial

Joshua Levin
Cofounder & Chief Strategy Officer, OpenInvest

Barry Steelman, AIF®
Vice President, Portfolio Solutions, BlackRock

Baker Vitale, CFA
Vice President, Portfolio Solutions, BlackRock

Henry Yoshida
Co-Founder and CEO, Rocket Dollar

Nicolai Lundy
Director of Education & Partnerships, Proxy Impact

Julia Enyart
Impact Investing Research Analyst, Glenmede

Mark Doherty
Director of Investments, San Francisco Foundation

Shelley Alpern
Director of Shareholder Advocacy, Rhia Ventures

Meredith Benton
Principal, Whistle Stop Capital

Siobhan Collins
Senior Manager, Food and Forests Program, Ceres

Lauren Compere
Managing Director, Boston Common Asset Management

Michael Garland
Assistant Comptroller – Corporate Governance and Responsible Investment, NYC Comptroller's Office

Julie Gorte
Senior Vice President, Impax Asset Management LLC

Jon Hixson
Vice President, Global Government Affairs and Sustainability, Yum! Brands, Inc.

Marija Kramer
Managing Director, ISS ESG

Donna Meyer, PhD
Director, Shareholder Advocacy, Mercy Investment Services, Inc

Allan Pearce
Shareholder Advocate, Trillium Asset Management

Michael Pryce-Jones
Senior Corporate Governance Analyst, International Brotherhood of Teamsters

Lourdes Rivera, J.D.
Senior Vice President, U.S. Programs, Center for Reproductive Rights

Leslie Samuelrich
President, Green Century Capital Management

Holly Testa
First Affirmative

Rosa van den Beemt
Senior ESG Manager, Corporate Engagement, NEI Investments

Sara Blackwell
Associate Director, Investor Alliance for Human Rights

Michael Passoff
CEO, SASB

Courteney Keatinge
Sr. Director, ESG Research, Glass Lewis

Daniel Rosen
Vice President, Administration and General Counsel, TerraCycle

Sam Teicher
Co-Founder, Chief Reef Officer, Coral Vita

Srikant Vasan
Partner-Impact Investing, Techstars

Carla Vernón
President, Natural & Organic Operating Unit, General Mills

Greg Vigrass
President, Folio Institutional

Jeff West
Global Corporate Responsibility & Sustainability Lead, IBM

Cynthia Curtis
SVP Sustainability, JLL

Brenna Simmons-St. Onge
Executive Director, The Alliance Center

2019 Sponsors & Partners

PARTNERS:
• Eqis
• First Affirmative
• Folio Institutional

LEADERS:
• Allianz Global Investors
• Calvert
• Dell
• General Mills
• Golman Sachs
• Matthews Asia
• Natixis
• Parnassus Investments
• PAX World Funds
• Vanguard

SUPPORTERS:
• Aberdeen Standard Investments
• AppleSeed
• Axiom
• Brown Advisory
• Calvert Impact Capital
• Capital Impact
• College for Financial Planning
• Community Capital Management
• Green Century Funds
• Gurtin
• Miller Howard Investments
• Morningstar
• MSCI
• Praxis Mutual Funds
• S&P Dow Jones Indices
• Sarasin
• Saturna Capital
• Self-Help Credit Union
• Shelton Capital Management
• Terracycle
• Thornburg Investment Management
• Trillium Asset management
• Uncommon
• Vanderbilt Financial Group
• Vert Asset Management

FRIENDS:
• Advisor Partners
• Entelligent
• Clean USA Power
• Capital Good Fund
• CoPeace
• Hope Enterprise Corporation
• Iroquois Valley
• Jantz Management
• Kiva
• Global Asset Management
• Riskalyze
• The Hastings Group
• ThinkParallax
• Tides
• Actanalytics
• OpenInvest
• RocketDollar