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The 28th Annual SRI Conference
November 1–3, 2017 | Hotel del Coronado | San Diego, CA
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2016 Conference Agenda

Thank you for your interest in the 2016 SRI Conference agenda. 






Wednesday, November 9, 2016


8:00 am - 6:00 pm

Centennial Foyer
Conference Registration / Information Desk

8:15 am - 9:45 am

Centennial AB



10:00 am - 3:00 pm

Centennial Foyer
Sponsor Setup

1:30 pm - 2:40 pm

Centennial A

2:50 pm - 3:40 pm

Centennial Ballroom
Plenary

3:50 pm - 4:40 pm

Centennial A
Breakout

3:50 pm - 4:40 pm

Centennial B
Breakout
ESG Integration: What Does It Mean to Walk the Walk?
CE Credit Video
Track: ESG Integration / Portfolio Management
Speaker(s): Karina Funk, Debbie McCoy, Cindy Rose
Moderator: Brittany Bascom

3:50 pm - 4:40 pm

Centennial C
Breakout

3:50 pm - 4:40 pm

Centennial F
Breakout

4:45 pm - 6:00 pm

Centennial Foyer
Opening Reception

Sponsored by TriLinc Global

6:00 pm - 7:00 pm

Centennial Ballroom
Meal
Dinner

Sponsored by Domini Social Investments

7:00 pm - 7:15 pm

Centennial Ballroom
Official Conference Welcome

7:15 pm - 7:30 pm

Centennial Ballroom
Moskowitz Prize Award Presentation

7:30 pm - 8:00 pm

Centennial Ballroom
Plenary

8:00 pm - 9:30 pm

Centennial Foyer
Ice Cream Social

Sponsored by Pax World Investments




Thursday, November 10, 2016


7:20 am - 8:30 am

Centennial G
Meal

7:45 am - 8:35 am

Centennial Foyer
Meal
Breakfast

Sponsored by Parnassus Investments

8:00 am - 6:00 pm

Centennial Foyer
Conference Registration / Information Desk Open

8:45 am - 9:10 am

Centennial Ballroom


10:20 am - 11:10 am

Centennial A
Breakout

10:20 am - 11:10 am

Centennial B
Breakout
ESG: Everyone Says "Give Us More Data"
CE Credit Presentation(s) Video Audio
Track: ESG Integration / Portfolio Management
Speaker(s): James Dymond, Sarah Wilson, Sean Wright
Moderator: Eric Fernald


10:20 am - 11:10 am

Centennial F
Breakout

11:10 am - 11:40 am

Centennial Foyer
Break

Sponsored by Saturna Capital


11:40 am - 12:00 pm

Centennial B
Sponsor Presentation


11:40 am - 12:00 pm

Centennial F
Sponsor Presentation


12:10 pm - 12:30 pm

Centennial B
Sponsor Presentation


12:10 pm - 12:30 pm

Centennial F
Sponsor Presentation

12:30 pm - 2:00 pm

Centennial Ballroom
Meal

2:00 pm - 2:40 pm

Centennial Ballroom
Plenary

2:55 pm - 3:45 pm

Centennial A
Breakout
Moskowitz Prize Winning Study
CE Credit Audio
Track: ESG Integration / Portfolio Management
Speaker(s): Lisa Goldberg
Moderator: Jeff Bohn

2:55 pm - 3:45 pm

Centennial B
Breakout


2:55 pm - 3:45 pm

Centennial F
Breakout

3:45 pm - 4:10 pm

Centennial Foyer



5:30 pm - 5:40 pm

Centennial Ballroom
General

5:40 pm - 8:30 pm

Centennial Foyer
Meal
Dinner Reception / Exhibitor Fair

Sponsored by Calvert Investments




Friday, November 11, 2016


7:45 am - 9:20 am

Centennial Foyer
Meal
Breakfast / Topic Tables

Sponsored by Appleseed Fund

8:00 am - 6:15 pm

Centennial Foyer
Conference Registration / Information Desk Open

9:20 am - 9:45 am

Centennial Ballroom
Insights from Denver's Chief Sustainability Officer: Jerry Tinianow

Speaker(s): Jerry Tinianow

9:45 am - 10:30 am

Centennial Ballroom
Plenary

10:45 am - 11:35 am

Centennial A
Breakout

10:45 am - 11:35 am

Centennial B
Breakout

10:45 am - 11:35 am

Centennial C
Breakout

10:45 am - 11:35 am

Centennial F
Breakout

11:35 am - 12:00 pm

Centennial Foyer

12:00 pm - 12:20 pm

Centennial A
Sponsor Presentation

12:00 pm - 12:20 pm

Centennial B
Sponsor Presentation



12:35 pm - 1:25 pm

Centennial A
Breakout

12:35 pm - 1:25 pm

Centennial B
Breakout

12:35 pm - 1:25 pm

Centennial C
Breakout

12:35 pm - 1:25 pm

Centennial F
Breakout

1:25 pm - 2:05 pm

Centennial Ballroom
Meal
Lunch

Sponsored by Aberdeen Asset Management


2:30 pm - 2:45 pm

Centennial Ballroom
SRI Service Award Presentation

3:00 pm - 4:00 pm

Centennial A
Action Strategy Circle

3:00 pm - 4:00 pm

Centennial B
Action Strategy Circle

3:00 pm - 4:00 pm

Centennial C
Action Strategy Circle

3:00 pm - 4:00 pm

Centennial F
Action Strategy Circle

3:00 pm - 4:00 pm

Mineral D
Action Strategy Circle


3:00 pm - 4:00 pm

Mineral F
Action Strategy Circle

4:00 pm - 4:20 pm

Centennial Foyer
Break

Sponsored by Etho Capital

4:20 pm - 5:20 pm

Centennial A
Action Strategy Circle

4:20 pm - 5:20 pm

Centennial B
Action Strategy Circle

4:20 pm - 5:20 pm

Centennial C
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral D
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral E
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral F
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral G
Action Strategy Circle

5:30 pm - 6:00 pm

Centennial Ballroom
Networking Reception

6:00 pm - 6:45 pm

Centennial Ballroom
Meal
Dinner

Sponsored by Mirova


7:30 pm - 7:40 pm

Centennial Ballroom
APPLAUSE!

7:40 pm - 8:40 pm

Centennial Ballroom
Live Entertainment: Impulse Theater

Sponsored by Nuveen




Wednesday, November 9, 2016


8:00 am - 6:00 pm

Centennial Foyer
Conference Registration / Information Desk

8:15 am - 9:45 am

Centennial AB


10:00 am - 1:30 pm

Centennial F
Fundamentals of Sustainable and Responsible Investment


10:00 am - 3:00 pm

Centennial Foyer
Sponsor Setup

1:30 pm - 2:40 pm

Centennial A

2:50 pm - 3:40 pm

Centennial Ballroom
Plenary

3:50 pm - 4:40 pm

Centennial A
Breakout

3:50 pm - 4:40 pm

Centennial B
Breakout
ESG Integration: What Does It Mean to Walk the Walk?
CE Credit Video
Track: ESG Integration / Portfolio Management
Speaker(s): Karina Funk, Debbie McCoy, Cindy Rose
Moderator: Brittany Bascom

3:50 pm - 4:40 pm

Centennial C
Breakout

3:50 pm - 4:40 pm

Centennial F
Breakout

4:45 pm - 6:00 pm

Centennial Foyer
Opening Reception

Sponsored by TriLinc Global

6:00 pm - 7:00 pm

Centennial Ballroom
Meal
Dinner

Sponsored by Domini Social Investments

7:00 pm - 7:15 pm

Centennial Ballroom
Official Conference Welcome

7:15 pm - 7:30 pm

Centennial Ballroom
Moskowitz Prize Award Presentation

7:30 pm - 8:00 pm

Centennial Ballroom
Plenary

8:00 pm - 9:30 pm

Centennial Foyer
Ice Cream Social

Sponsored by Pax World Investments

Thursday, November 10, 2016


7:20 am - 8:30 am

Centennial G
Meal

7:45 am - 8:35 am

Centennial Foyer
Meal
Breakfast

Sponsored by Parnassus Investments

8:00 am - 6:00 pm

Centennial Foyer
Conference Registration / Information Desk Open

8:45 am - 9:10 am

Centennial Ballroom


10:20 am - 11:10 am

Centennial A
Breakout

10:20 am - 11:10 am

Centennial B
Breakout
ESG: Everyone Says "Give Us More Data"
CE Credit Presentation(s) Video Audio
Track: ESG Integration / Portfolio Management
Speaker(s): James Dymond, Sarah Wilson, Sean Wright
Moderator: Eric Fernald


10:20 am - 11:10 am

Centennial F
Breakout

11:10 am - 11:40 am

Centennial Foyer
Break

Sponsored by Saturna Capital


11:40 am - 12:00 pm

Centennial B
Sponsor Presentation


11:40 am - 12:00 pm

Centennial F
Sponsor Presentation


12:10 pm - 12:30 pm

Centennial B
Sponsor Presentation


12:10 pm - 12:30 pm

Centennial F
Sponsor Presentation

12:30 pm - 2:00 pm

Centennial Ballroom
Meal

2:00 pm - 2:40 pm

Centennial Ballroom
Plenary

2:55 pm - 3:45 pm

Centennial A
Breakout
Moskowitz Prize Winning Study
CE Credit Audio
Track: ESG Integration / Portfolio Management
Speaker(s): Lisa Goldberg
Moderator: Jeff Bohn

2:55 pm - 3:45 pm

Centennial B
Breakout


2:55 pm - 3:45 pm

Centennial F
Breakout

3:45 pm - 4:10 pm

Centennial Foyer

3:45 pm - 4:10 pm

Centennial Foyer
Break



5:30 pm - 5:40 pm

Centennial Ballroom
General

5:40 pm - 8:30 pm

Centennial Foyer
Meal
Dinner Reception / Exhibitor Fair

Sponsored by Calvert Investments

Friday, November 11, 2016


7:45 am - 9:20 am

Centennial Foyer
Meal
Breakfast / Topic Tables

Sponsored by Appleseed Fund

8:00 am - 6:15 pm

Centennial Foyer
Conference Registration / Information Desk Open

9:20 am - 9:45 am

Centennial Ballroom
Insights from Denver's Chief Sustainability Officer: Jerry Tinianow

Speaker(s): Jerry Tinianow

9:45 am - 10:30 am

Centennial Ballroom
Plenary

10:45 am - 11:35 am

Centennial A
Breakout

10:45 am - 11:35 am

Centennial B
Breakout

10:45 am - 11:35 am

Centennial C
Breakout

10:45 am - 11:35 am

Centennial F
Breakout

11:35 am - 12:00 pm

Centennial Foyer

12:00 pm - 12:20 pm

Centennial A
Sponsor Presentation

12:00 pm - 12:20 pm

Centennial B
Sponsor Presentation



12:35 pm - 1:25 pm

Centennial A
Breakout

12:35 pm - 1:25 pm

Centennial B
Breakout

12:35 pm - 1:25 pm

Centennial C
Breakout

12:35 pm - 1:25 pm

Centennial F
Breakout

1:25 pm - 2:05 pm

Centennial Ballroom
Meal
Lunch

Sponsored by Aberdeen Asset Management


2:30 pm - 2:45 pm

Centennial Ballroom
SRI Service Award Presentation

3:00 pm - 4:00 pm

Centennial A
Action Strategy Circle

3:00 pm - 4:00 pm

Centennial B
Action Strategy Circle

3:00 pm - 4:00 pm

Centennial C
Action Strategy Circle

3:00 pm - 4:00 pm

Centennial F
Action Strategy Circle

3:00 pm - 4:00 pm

Mineral D
Action Strategy Circle


3:00 pm - 4:00 pm

Mineral F
Action Strategy Circle

4:00 pm - 4:20 pm

Centennial Foyer
Break

Sponsored by Etho Capital

4:20 pm - 5:20 pm

Centennial A
Action Strategy Circle

4:20 pm - 5:20 pm

Centennial B
Action Strategy Circle

4:20 pm - 5:20 pm

Centennial C
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral D
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral E
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral F
Action Strategy Circle

4:20 pm - 5:20 pm

Mineral G
Action Strategy Circle

5:00 pm - 7:00 pm

Centennial Foyer
Sponsor Breakdown

5:30 pm - 6:00 pm

Centennial Ballroom
Networking Reception

6:00 pm - 6:45 pm

Centennial Ballroom
Meal
Dinner

Sponsored by Mirova


7:30 pm - 7:40 pm

Centennial Ballroom
APPLAUSE!

7:40 pm - 8:40 pm

Centennial Ballroom
Live Entertainment: Impulse Theater

Sponsored by Nuveen


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