US SIF Forum 2022 | Pioneers Post | 6 June 2022 | Hyatt Regency Tamaya Resort And Spa, 1300 Tuyuna Trail, Santa Ana Pueblo, NM 87004, USA

The event featuring in-person interactive sessions, networking opportunities and exhibit booths for sustainable and impact investment product/service providers.

For investors, financial advisors, companies and policymakers focused on sustainable investing and advancing environmental, social and governance (ESG) issues.

2022 Speakers

PLENARY SPEAKERS:

Caroline A. Crenshaw
Commissioner, US Securities and Exchange Commission

Jamie Raskin
Congressman, US House of Representatives

Timothy Smith
Senior ESG Advisor, Boston Trust Walden

Ian Urbina
Director and Founder, the Outlaw Ocean Project

Chris Fidler
Senior Director, Codes & Standards, CFA Institute

Michael Kramer
Managing Partner & Director of Research, Natural Investments

Linda-Eling Lee
Global Head of ESG and Climate Research, MSCI

Mary Jane Mcquillen
Managing Director, Portfolio Manager and Head of ESG Investment, ClearBridge Investments

Leslie Norton
Editorial Director, Sustainability, Morningstar

Leslie Samuelrich
President, Green Century Capital Management

Mamadou-Abou Sarr
Co-founder and President, V-Squared Quantitative Management

Lily Trager
Managing Director and Head of Investing with Impact, Morgan Stanley Wealth Management

Lisa Woll
CEO, US SIF: The Forum for Sustainable and Responsible Investment

BREAKOUT SPEAKERS:

James Andrus
Interim Managing Investment Director, CalPERS

Suzanne Benally
Executive Director, Swift Foundation

Amy Borrus
Executive Director, Council of Institutional Investors

Margot Brandenburg
Senior Program Officer, Mission Investments, Ford Foundation

Brian Bueno
Director/ESG Leader, Farient Advisors, LLC

Justin Conway
Vice President, Investment Partnerships

Anna Cummins
Co-founder & Executive Director, 5 Gyres

Kristin Drake
Head of Investment Stewardship and Vice President, Dimensional Fund Advisors

Iyassu Essayas
Founder, E & I Consulting Services

Katie Eulitt
Director, Investor Relationships; Senior Market Co-Leader, APAC, The Value Reporting Foundation (VRF)

Kate Finn
Executive Director, First Peoples Worldwide

Mary Beth Gallagher
Director of Engagement, Domini Impact Investments

Stephen George
Founder, Managing Partner, InterAlpen Partners

Sada Geuss
Head of Impact Strategy, Investment Manager, Trillium Asset Management

Julie Gorte
SVP for Sustainable Investing, Impax Asset Management

Nicole Holloway
Financial Advisor, Natural Investments

Ivy Jack
Head of Equity Research, NorthStar Asset Management

Justina Lai
Chief Impact Officer and Shareholder, Weatherby Asset Management

Diana Lee
Director of Corporate Governance, AllianceBernstein

Jody Lowe
President and Managing Director, the Lowe Group

Conrad Mackerron
Senior Vice President, as You Sow

Garry Mcberryhill
US Market Lead, Raven Indigenous Capital Partners

Bryan Mcgannon
Director of Policy and Programs, US SIF: The Forum for Sustainable and Responsible Investment

Craig Metrick
Managing Director, Pathstone

Vanessa Roanhorse
CEO, Roanhorse Consulting, LLC

Stephanie Rupp-Cohn
CEO and Partner, Veris Wealth Partners

Rev. Richard (Rick) Walters
Director of Corporate Responsibility, The Pension Boards - UCC, Inc.

Sandra West
Sustainable Waste Specialist, City of Albuquerque Sustainability Office

Lisa Wright
Senior Vice President, Investment & Portfolio Management, Financial Services, Opportunity Finance Network

Michael Young
Manager of Education Programs, US SIF: The Forum for Sustainable and Responsible Investment

2022 Sponsors

PRIME SPONSORS:
• Boston Trust Walden
• Calvert Impact Capital
• ethosESG
• Praxis Mutual Funds

MOBILE APP SPONSOR:
• Trillium Asset Management

WIRELESS NETWORK SPONSOR:
• Pathstone

SUPPORTING SPONSORS:
• College for Financial Planning
• Dana Investment Advisors
• Domini
• RBC Global Asset Management
• Saturna Capital
• YourStake

SUSTAINABILITY SPONSORS:
• Impax Asset Management
• NorthSky Capital

PETER DeSIMONE SCHOLARSHIP SPONSORS:
• Boston Trust Walden
• Calvert Impact Capital
• ethos ESG
• Praxis Mutual Funds

CONTRIBUTING SPONSORS:
• Allianz
• Capital Impact Partners
• Horizons Sustainable Financial Services
• Insperex
• Nuveen
• RK Invest Law
• Veris
• V-Square Quantitative

APPRECIATION GIFT SPONSOR:
• Social K