The 28th Annual SRI Conference 2017 | Sustainable, Responsible, Impact (SRI) | 1 November 2017 | Hotel del Coronado, 1500 Orange Avenue, Coronado, California 92118, USA

The SRI Conference is the industry’s seminal event. Thought leaders, investors, and investment professionals from all corners of the Sustainable, Responsible, Impact (SRI) investing universe convene to gain and share knowledge and strategies that align financial performance with positive change. We are catalyzing the shift to a more socially equitable and environmentally sustainable economy. Join us!

2017 Speakers:

Geeta Aiyer
Boston Common

Susan Aplin
Chief Executive Officer & Co-Founder, Bambeco, Inc.

Kumesh Aroomoogan
Co-Founder and CEO, Accern

Angela Barbash
Principal, Revalue

Hendrik Bartel
CEO and Co-Founder, TruValue Labs

Lisa Beauvilain
Head of Sustainability & ESG, Director, Impax Asset Management

Andy Behar
CEO, As You Sow

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

Lazetta Braxton
Founder, Financial Fountains

Doug Bystry
Founder, Clearinghouse CDFI

Paige Chapel
President and Chief Executive Officer, Aeris

Mark Collins
Director of Private Equity and a general partner, BrownSavano

Stu Dalheim
Leads shareholder advocacy program, Calvert

Colleen Denzler
Founder, Colleen Denzler Strategy Partners LLC

Patsy Doerr
Global Head of Corporate Responsibility and Inclusion, Thomson Reuters

Debbie Dooley
President, Green Tea Coalition

Sonya Dreizler
CFP, Founder, Solutions With Sonya

Michael Eckhart
Managing Director and Global Head of Environmental Finance and Sustainability, Citigroup

Jed Emerson
Co-author of the first book on impact investing, Impact Investing: Transforming How We Make Money While Making a Difference

Cynthia Figge
Forerunner and thought leader, CEO and Cofounder, CSRHub

Victoria Fram
Co-Founder, Village Capital

Bennett Freeman
Consultant, Bennett Freeman Associates LLC

Maisie Ganzler
Chief Strategy and Brand Officer, Bon Appétit Management Company

George Gay
Chief Executive Officer, First Affirmative Financial Network

Carly Greenberg
Senior Environmental, Social, and Governance (ESG) Analyst , Walden Asset Management.

Steven Heim
Director of Research / Shareowner Engagement, Boston Common Asset Management

Bob Helmuth
Senior Vice President, Stakeholder Relations, Pax World Management LLC

Bruce Herbert
Founded Newground Social Investment

Paul Hilton
Partner and Portfolio Manager, Trillium

Darby Hobbs

David Hochschild

Jessica Huang
Vice President, a member of the BlackRock Impact team

Kristin Hull
Founder and CEO, Nia Global Solutions (NGS)

Josh Humphreys
Inaugural President, Croatan Institute

Deborah Jackson
Founder and entrepreneur, early-stage investor and former investment banker

Kirsty Jenkinson
Managing Director, Sustainable Investment Strategies (SIS), Wespath Investment Management

Patrica Jurewicz
Founder and Director, Responsible Sourcing Network

Adam Kanzer
Director, Corporate Engagement and Public Policy for Domini Impact Investments

Thomas Kuh
Lead of ESG Indexes, MSCI

Lloyd Kurtz
Senior portfolio manager , Wells Fargo Private Bank

Marissa LaFave
Shareholder Advocate, Green Century Capital Management.

Kurt Lieberman
is CEO of Magni Global Asset Management LLC.

Ken Locklin
is a Director of Impax Asset Management (US) LLC.

David Lynn
is Investment Manager for the Price Group

Taham Mahimwalla
is Vice President, Institutional Portfolio Manager at RBC Global Asset Management (US).

Monique Marez
is the Director of International Trade at the Organic Trade Association (OTA).

Ric Marshall
is a senior corporate governance research analyst with MSCI ESG Research

Priya Mathur
is serving her fourth term on the CalPERS Board of Administration.

Brenda McCabe
McKinsey & Company

Kelly McCarthy
is a Director at the Global Impact Investing Network (GIIN)

Chris McKnett
is a Managing Director of State Street Global Advisors (SSGA)

Blaine McLaughlin
is the Chief Operating Officer of VIA Folio, an innovative IPO

Ian McLeod
is a co-founder and financial planner with Communitas Financial Planning PBC

Ryan Miller
Vice President at Malk Partners where he leads the ESG transactional advisory practice

Kenn Morris
President and CEO of Crossborder Group, Inc.

Mary Hartman Morris
Investment Officer within Corporate Governance, Investments for the California State Teachers’ Retirement System (CalSTRS)

Nadira Narine
Senior Program Director of Strategic Initiatives at the Interfaith Center on Corporate Responsibility (ICCR)

Rehana Nathoo
Case Foundation in 2016 as Vice President of Social Innovation

Amber Nystrom
Pioneer in impact investing

Carly Oboth
Policy Advisor on the Conflict Resources team at Global Witness

Peter O’Driscoll
Executive Director of the Equitable Food Initiative (EFI)

Erika Pagel
Portfolio manager in the Boston office at Brown Advisory

Melanie Pease-Davidson
Co-Founding Partner and Managing Director of PeakChange

Amisha Parekh
Sustainable Finance Product Strategist in Bloomberg’s Sustainable Business and Finance Group

Danielle Reed

Mark A. Regier
Vice President of Stewardship Investing for Praxis Mutual Funds and Everence Financial

Rachel Reilly Carroll
Associate Director for Impact Investing at Enterprise

Holly Ruxin
Founder and CEO of Montcalm TCR

Scott Sacknoff
CEO of SerenityShares

Leslie Samuelrich
Green Century Capital Management as it President

Jeff Scheer
CFA Director and Partner of Pathstone Federal Street

Katie Schmitz Eulitt
Director of Stakeholder Engagement

Liz Sessler
Vice President at ImpactUs Marketplace

Bill Shireman
President and CEO of Future 500

Vince Siciliano
President and CEO Vince Siciliano leads New Resource Bank

Marianna Smirnova
Conflict Free Sourcing Initiative (CFSI) Project Manager

Cheryl Smith
Managing Partner at Trillium Asset Management, LLC

Scott Smith
JD is President at FactRight, LLC.

Anna Snider
CAIA, is a Managing Director and Head of Due Diligence for the Chief Investment Office within
Global Wealth & Investment Management (GWIM)

Kathy Stearns
CFP, AIF, is a fee-only financial planner and an Investment Advisory Representative with First Affirmative Financial Network.

Bill Stoddart
President and Founder, NorthFork Financial, LLC

Coro Strandberg
President of Strandberg Consulting

John Streur
President and Chief Executive Officer of Calvert Research and Management

Arlene Strom
JD has been with Suncor Energy for 14 years, most recently as the Vice President, Sustainability & Communications

Kristen Sullivan
Deloitte & Touche LLP and Deloitte

Jerry Taylor
President of the Niskanen Center

Alice Tepper Marlin
Social Accountability International (SAI)

Mary Ann Thompson-Frenk
(HANA - Hopi And Navajo Alliance)

Ben Thornley
Co-Founder and Managing Partner at Tideline

Leah Turino
Client Service Associate with The Arbor Group at UBS

Bob Veres
Publisher of Inside Information

Greg Vigrass
President of Folio Institutional

Wendy Walker
CFA, is a Managing Director and a Chief Investment Officer in CA Capital Management

Shila Wattamwar
Associate Director of Advisory Services at Sustainalytics

Matthew Weatherley-White
Managing Director of The CAPROCK Group

Ben Webster
CEO & President of OWLshares

Sarah Wilson
Director, ESG Investing, Responsible Investing at TIAA

Stephanie J. Wilson
Founder and Principal of ACCESS Medical Development and ACCESS Medical Impact Investments

Glen Yelton
ESG and Impact Research Analyst

Shane G. Yonston
AIF, CFP
Principal Advisor at Impact Investors

Evan Zall
Founder and President of Longview Strategies

BENEFACTOR

•JLL
• First Affirmative Financial Network LLC
• Matthews Asia
• Domini
• Nuveen
• Dell
• Pax
• Calvert
• Eventide
• John Hancock Investments
• S&P Dow Jones Indices
• Folio Institutional

MEAL/EVENT SPONSORS

• Calvert
• Trillium Asset Management
• Green Century Funds
• Praxis Mutual Funds
• Parnassus Investments
• Aturna Capital
• Avert Asset Management

GENERAL SPONSORS

• Aberdeen Asset Managements
• Azzad Asset Managements
• Brown Advisory
• Shared Interest
• Miller Howard Investments
• Jantz Managements
• UBS
• Community Capital Management
• MSCI
• Serenity Shares
• AP Advisor Partners
• Gabelli Funds
• Longview Strategies
• SKBA Capital Managements
• Boston Common Asset Managements
• Shelton Capital Management
• Green America
• Tides
• Appleseed Capital
• Neuberger Berman
• Thomson Reuters
• US SIF
• Thornburg
• Touchstone Investments
• Blackrock Impact