Barron’s Impact Investing Summit 2018 | Barron's Group | 21 June 2018 | Four Seasons Hotel and Residences, 757 Market St, San Francisco, CA 94103, US

The Barron's Impact Investing Summit will be a one-day conference hosted at the Four Seasons in San Francisco, CA. The content will delve into ESG, Sustainability, and values-based investing, and how these trends manifest in thoughtful capital allocation for sophisticated clients. Barron's intends to push the conversation on Impact further, exploring the latest in data and policy; as well as dissecting the future of Impact and how the wealth management community must create an ecosystem for its success.

2018 Speakers:

Audrey Choi
Chief Marketing Officer and Chief Sustainability Officer, Morgan Stanley

Melissa Berman
President & CEO, Rockefeller Philanthropy Advisors, Inc.

Greg Fleming
President & CEO, Rockefeller Capital Management

Moderators:

Jeffrey Gitterman
Co-Founding Partner, Gitterman Wealth Management

Linda Stephans
Graystone Consulting, a business of Morgan Stanley

Margaret Towle
Merrill Lynch Wealth Management

Jack Otter
Associate Publisher, Dow Jones Wealth & Asset Management

Ed Farrington
Executive Vice President, Natixis Investment Managers — US Distribution

Megan Fielding
Senior Director, Social Responsible Investing, Nuveen

Chris McKnett
Managing Director, Head of ESG, State Street Global Advisors

Craig Pfeiffer
President & CEO, Money Management Institute

Andrew Lee
Head of Sustainable and Impact Investing - Americas, UBS Global Wealth Management

Chris Merker
Robert W. Baird & Co.

Lily Trager
Executive Director, Director of Investing with Impact, Morgan Stanley Wealth Management

Jonathan Foster
Angeles Wealth Management

Meredith Block
Vice President and Sustainability Analyst, Sustainability and Impact Investing Team, Rockefeller Capital Management

Scott Conlon
Equity Investment Specialist, Aberdeen Standard

Bob Smith
President & Chief Investment Officer, Principal, Sage

Kevin Pasha
Morgan Stanley Wealth Management

Abdur Nimeri, PhD
Senior Investment Strategist, FlexShares

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

Justina Lai
Director of Impact Investing, Wetherby Asset Management

Matt Moscardi
Senior Analyst, Head of Sector Research, MSCI

Anna Snider
Head of Due Diligence, Global Wealth & Investment Management CIO Office, Bank of America Merrill Lynch

2018 Partners:

• Aberdeen Standard Investments
• Deutsche Asset Management
• FlexShares
• Natixis Investment Managers
• Nuveen
• Sage
• State Street Global Advisors SPDR
• Touchstone Investments