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

2016 Conference Speakers

Rebecca Adamson
First Peoples Worldwide
Founder and President

Shelley Alpern
Clean Yield Asset Management
Director of Social Research & Advocacy

Doug Arent
Joint Institute for Strategic Energy Analysis (JISEA)
Executive Director

Lisa Arie
Vista Caballo

Nicole Bagley
Impact Finance Center
Senior Advisor

Susan Baker
Trillium Asset Management
Vice President

Brittany Bascom
John Hancock Investments
Head of Portfolio Analytics

Ricardo Bayon
Encourage Capital

Andy Behar
As You Sow
Chief Executive Officer

Jeff Bohn
Chief Science Officer, Head of GX Labs
State Street Global Exchange

Stephan Bonte
Director of Sustainable Investing

Pablo Bravo
Dignity Health
Vice President, Community Health

Lazetta Rainey Braxton
Financial Fountains

Susan Burns
Global Footprint Network
Director, Finance for Change Initiative; Co-founder

Rachel Reilly Carroll
Enterprise Community Loan Fund, Inc.
Associate Director, Impact Investing

Allison Clark
MacArthur Foundation
Associate Director, Impact Investing

Kim Coupounas
B Lab

Peter Culp
Culp and Kelly, LLP
Managing Partner

Anna Cummins
The 5 Gyres Institute
Co-founder, Executive Director

Andrew Currie
Impact Finance Center
Senior Adviser

Bruce DeBoskey
The DeBoskey Group
Philanthropic Strategist

Colleen Denzler
Colleen Denzler Strategy Partners
Founder and Chief Executive Officer

Jerome Dodson
Parnassus Investments

Patrick Doherty
Case Western Reserve University
Founding Co-director, Strategic Innovation Lab

Luis Duarte
Gary Community Investments
Investment Director, Community and Impact Investing

James Dymond
Investor Relations Manager – Socially Responsible Investing (SRI)

Eric Fernald
MSCI ESG Research
Executive Director and Head of ESG Corporate Communications

Kate Finn
University of Colorado Law School
American Indian Law Program Fellow

Stephen Freedman
Executive Director, Head of Thematic and Sustainable Investing Strategy at UBS Wealth Management Americas

Bennett Freeman
Global Network Initiative (GNI)
Board Secretary

Leah Fuhlbrugge
Impax Asset Management
Associate Director, Marketing and Client Service

Karina Funk
Brown Advisory
Portfolio Manager, Equity Research Analyst

Katie Gandy
Account Manager, North America

Tim Gill
Gill Foundation
Founder, Chief Executive Officer

Lisa Goldberg
University of California Berkeley
Co-Director, Consortium for Data Analytics in Risk, Adjunct Professor of Economics and Statistics

Julie Gorte
Pax World Management LLC
Senior Vice President Sustainable Investing

Alisa Gravitz
Green America
President & Chief Executive Officer

Stephanie Gripne
Impact Finance Center
Executive Director

Jon Hale
Head of Sustainability Research

Sol Halpern
Highlander Wealth

James Hawley
Elfenworks Center for Responsible Business, Saint Mary College of California
Professor of Management, School of Economics and Business, and Senior Research Fellow

Steven Heim
Boston Common Asset Management
Managing Director; Director of ESG Research and Engagement

Hazel Henderson
Ethical Markets Media

Patricia Hinnen
Capital Sisters International
Founder, Chief Executive Officer

Holmes Hummel
Clean Energy Works

Garvin Jabusch
Green Alpha Advisors
Co-founder; Chief Investment Officer

Rebecca Jackson
First Affirmative Financial Network, LLC
Chief Operating Officer

Mahesh Jayakumar
State Street Global Advisors
Senior Portfolio Manager

Zachary Karabell
River Twice Research

Donna Katzin
Shared Interest
Founding Executive Director

Joe Keefe
Pax World Management LLC
President and Chief Executive Officer

Nicole Koharik
GOJO Industries
Global Sustainability Marketing Director

Najada Kumbuli
Calvert Foundation WIN-WIN Strategy
Officer, Strategic Initiatives

Richard Liroff
Investor Environmental Health Network (IEHN)
Executive Director

Ken Locklin
Impax Asset Management (US) LLC

Jon Lukomnik
Investor Responsibility Center Institute (IRRCi)
Executive Director

Steve Lydenberg
Domini Social Investments LLC
Partner, Strategic Vision

Richard Lynch

Conrad MacKerron
As You Sow
Senior Vice President

Joel Makower
GreenBiz Group, Inc.
Chairman, Executive Editor

Nick Mallos
Ocean Conservancy
Director, Trash Free Seas Program

Ed Marcum
Humanity United
Managing Director

Debbie McCoy
Managing Director

Kerby Meyers
The Communications Refinery, Inc.

Mel Miller
First Affirmative Financial Network LLC
Chief Economist

Brenda Morris
First Affirmative Financial Network
Investment Advisor Representative

Gregory Morris
GLM Engineering COOP

Betsy Moszeter
Green Alpha Advisors
Chief Operating Officer

Celia Mueller

Certified Financial Planner

Col. Mark "Puck" Mykleby USMC(Ret.)
Case Western Reserve University
Founding Co-director, Strategic Innovation Lab

Tom Newmark
The Carbon Underground
Founder and Chair

Laura Nishikawa
Executive Director and Head of Fixed Income ESG Research

Tom Nowak
Quantum Financial Planning LLC
Founder and Principal

Doug Nystrom
Director for Human Rights

Amber Nystrom
Dakia Institute
Chief Executive Officer

Bill Page
Essex Global Environmental Opportunities Strategy
Senior Vice President, Portfolio Manager

John Parvensky
Colorado Coalition for the Homeless

Matt Patsky
Trillium Asset Management
Chief Executive Officer

Courtney Pullen
Pullen Consulting Group

David Rankin
Great Lakes Protection Fund
Vice President and Director of Programs

Rebecca Regan
Housing Partnership Network
Executive Vice President

Heike Reichelt
World Bank
Head of Investor Relations and New Products

Rick Ridgeway
Vice President of Environmental Initiatives

Shauna Ries
Mediators Without Borders Institute
Chief Executive Officer

Gov. Bill Ritter, Jr.
Colorado State University
Director, Center for the New Energy Economy

Cindy Rose
Aberdeen Asset Management
Head of Research for Responsible Investments

Mark Rossi
Clean Production Action
Executive Director

Daniella Russo
Think Beyond Plastic
Founder, Chief Executive Officer

Mike Sakraida
First Affirmative Financial Network

Jeff Scheer
Pathstone Federal Street

Steve Schueth
First Affirmative Financial Network

Vince Siciliano
New Resource Bank
President and Chief Executive Officer

Julie Tanner
Christian Brothers Investment Services
Assistant Director of Socially Responsible Investing

Holly Testa
First Affirmative Financial Network
Director, Shareowner Engagement

Dune Thorne
Brown Advisory
Head of Boston Office, Portfolio Manager

Jerry Tinianow
City and County of Denver
Chief Sustainability Officer

Stuart Valentine
Sustainable Living Coalition

Tom Van Dyck
RBC Wealth Management
Managing Director – Financial Advisor with the SRI Wealth Management Group

Nathalie Wallace
Senior Manager, Investor Program

Sarah Wilson
Associate, Responsible Investment Team

Jamia Wilson
Women, Action and the Media
Executive Director

Lisa Woll
Chief Executive Officer

Sean Wright
Environmental Defense Fund
Manager, Corporate Partnerships Program

Azita Yazdani
Exergy Systems, Inc.
Founder and CEO

Pat Zerega
Mercy Investment Services
Senior Director of Shareholder Advocacy

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