SRI Advisors Regional Conference 2018 | Sustainable, Responsible, Impact (SRI) | 10 July 2018 | State Street Financial Center , 19 Lincoln St, Boston, MA 02111, USA

SRI Advisors is a series of regional events held across the country throughout the year. These events are presented by the SRI Conference and Community, sponsors of The Annual SRI Conference. Now in its 29th year, The SRI Conference is the largest gathering of its kind in the United States.

SRI Advisors regional events are designed to provide attendees with an intimate experience that fosters closer networking and peer discussion opportunities. Attendees include SRI professionals from across the spectrum, including RIAs, portfolio managers, and shareowner advocacy experts.

You should attend one of our regional events if you are:

• A financial advisor looking to get started with SRI
• An experienced SRI advisor who wants to grow your practice
• An investment professional employing ESG analysis
• A mission-driven individual or organization

2018 Speakers

Danielle M. Burns
MBA, AIF is Vice President of Sales & Marketing for First Affirmative Financial Network, LLC

Theresa Gusman
Chief investment officer of First Affirmative Financial Network and chair of First Affirmative’s investment committee

Sherry Alpern
Director of disclosure for Ceres where she leads their cross-organizational and external efforts to drive greater corporate environmental, social and governance (ESG) disclosure.

Matthew Blume
CFA, Director of ESG research and a wealth manager at Appleseed Capital

Patrick Drum
Research analyst with Saturna Capital’s institutional subsidiary, Saturna Sdn Bhd in Kuala Lumpur, and is the portfolio manager for the Saturna Sustainable Bond Fund (SEBFX) where he directs Sharia-compliant fixed-income investments

Julie Giguere
Vice President, ESG research with MSCI.

Jeff Gitterman
Co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of sustainable, impact, and ESG investing.

Julie Goodridge
CEO and founder of NorthStar Asset Management, Inc.

Carly Greenberg
Senior ESG analyst at Walden Asset Management

Vishal Khanduja
Vice president and portfolio manager for Calvert Research and Management

Alex Lamb
Managing Director with New Summit Investments, directing research and product management

Elizabeth R. Levy
Senior Vice President, portfolio manager, and research analyst with Trillium Asset Management

Allyson McDonald
CEO of Work Capital, an emerging, female-led and employee-owned asset manager that brings institutional investment experience and authenticity to the ESG and impact investing industry

Betsy Moszeter
Chief operating officer of Green Alpha Advisors, LLC

Diana Nielsen
Co-founder and CEO of a blockchain-based ESG risk management and rating platform and a non-resident fellow at the Center for Strategic and International Studies (CSIS)

Debra Neiman
Principal of Neiman & Associates Financial Services, LLC

Samantha Palm
Portfolio manager of the Parnassus Fixed Income Fund. Prior to joining Parnassus Investments in 2013

Mark Potkewitz
Legal Technology Fellow at Brooklyn Law School

Leslie Samuelrich
President of Green Century Capital Management

Jacquelyn Smith
VP, private client associate at U.S. Trust, helping individuals, families, and foundations in wealth structuring, investment management, private banking, and lending

Greg Vigrass
President of Folio Institutional

2018 Sponsors

• Appleseed Capital
• Calvert
• Gitterman Wealth Management
• Natixis
• Saturna Capital
• parnassus Investments
• Green Century Funds
• Folio Institutional
• Matthews Asia
• TRILLIUM