SRI 30

NOVEMBER 11-15, 2019

COLORADO SPRINGS

OUR 30TH ANNUAL CONFERENCE FOR
SUSTAINABLE, RESPONSIBLE & IMPACT INVESTING

 

  • days

until the conference begins

CAPITAL MAKES A DIFFERENCE

The ever-increasing interest in sustainable, responsible, and impact investing is music to our ears. The SRI Conference and Community welcomes those new to SRI with open arms, while we also gratefully acknowledge our long-standing supporters. Together, we are harnessing the power of capital to address our most pressing social, environmental, and cultural challenges while generating financial return.

More on SRI

SRI ASSETS TODAY:
$8.7
 trillion

25%

Of U.S. assets under management*

33%

Increase since 2014*

75%

Of investors interested in SRI**

*Figures are as of 2016. * 2016 Report on US Sustainable, Responsible and Impact Investing Trends, US SIF Foundation **Sustainable Signals, Morgan Stanley Institute for Sustainable Investing, 2017

WHO SHOULD ATTEND?

The SRI Conference is an inclusive ecosystem of diverse stakeholders — including financial advisors, investment professionals, researchers, members of mission-driven organizations, and others — who share a common interest in sustainable, responsible, and impact investing.

No other SRI event offers these stakeholders the educational, skill-building, and networking opportunities afforded by The SRI Conference. That’s why so many of our attendees return year after year.

Continuing education credit may also be available for CFP, CFA, and CIMA designees.

Financial Advisors
  • Get tips and tools from successful SRI advisors
  • Build and grow your SRI network
  • Learn about the latest trends in SRI and ESG analysis
  • Earn CE credit
Investment Professionals
  • Learn about the latest in SRI and ESG analysis
  • Network with a wide range of SRI stakeholders
  • Get in-depth insights on ESG portfolio management techniques
  • Earn CE credit
Mission-Driven Organizations
  • Learn about trends in fundraising, including impact investing
  • Network with your peers and other key SRI stakeholders
  • Hear from experts working to make a difference across a wide range of issues
Corporate Sustainability Professionals
  • Learn about trends in environmental, social, and governance (ESG) reporting
  • Hear how portfolio managers gather and apply sustainability metrics
  • Find out how financial advisors evaluate companies for their SRI clients

2018 AGENDA

VIEW AGENDA

2018 SPEAKERS

Robert Jackson Jr

Commissioner
U.S. Securities and Exchange Commission

Jeremy Grantham

Chief Investment Strategist
Grantham, Mayo, & van Otterloo (GMO)

Michelle Edkins

Managing Director
BlackRock

Chad Myers

CNN Chief
Meteorologist

Kurt Summers

Treasurer of the City of Chicago

Daniel C. Esty

Hillhouse Professor of Environmental Law and Policy
Yale Law School

Avatar
Andrew Lee

Managing Director
UBS

Avatar
Teresa Wells

Managing Director
Tiedemann Advisors

Avatar
Gregory Elders

Research, ESG
JPMorgan Indexes

Avatar
Lisa Hayles

Vice President
Boston Common Asset Management

Avatar
Reena Krishnan

Strategic Advisor
How Women Invest

Avatar
Justin Conway

Vice President
Calvert Impact Capital

Avatar
Mark Watson

Founder
Keel Asset Management

Avatar
Michael Passoff

CEO
Proxy Impact

Avatar
Peter Kinder

Trustee
Green Mountain College

Avatar
Michael Lear

Vice President
Bernstein Private Wealth Management

Avatar
Pooja Khosla

Head of Product Development and Director of Data Science
Entelligent

Avatar
Louise Herrle

Managing Director
Incapital

Avatar
Jan Schalkwijk

Investment Advisor
JPS Global Investments

Avatar
Lucas Owens

Fund Manager
Boston Ujima Project

Avatar
Timothy Coffin

Senior Vice President
Breckinridge Capital Advisors

Avatar
Holly Testa

Director
First Affirmative Financial Network

Avatar
Brianna Murphy

VP, Shareholder Advocacy
Trillium Asset Management

Avatar
Jon Hale

Global Head of Sustainability
Morningstar, Inc.

Avatar
Sanjay Arya

Head of Indexes
Morningstar, Inc.

Avatar
Vicki Henn

Chief HR Officer
PNC

Avatar
Vivek Tanneeru

Portfolio Manager
Matthews International Capital Management

Avatar
Conrad MacKerron

Senior Vice President
As You Sow

Avatar
Michael Kramer

Managing Partner
Natural Investments

Avatar
Julie Gorte

SVP, Sustainable Investing
Impax Asset Management and Pax World Funds

Discover all speakers

2018 SPONSORS

Calvert Impact Capital
logo-green-america
msci2015
Praxis Mutual Funds logo-Square, 2017
azzad
vertlogo
Cup_TagLine_Color
jhilogo.png
Appleseed Capital
Parnassus_Logo_Color_RGB.jpg
tides.png
gcf_thick
saturna
Aberdeen Standard Logo
Partners-in-Advocacy-Trillium-1
Advisor Partners
Ashoka_Logo_WelcomeChange (1)
Envest Logo
jmlogo
mhi_logo_navy_web_250px 4
spg_dji_red_pos_rgb
Sarasin logo blue on white bkgrd_Std_Reg_rgb 300dpi
kbc-round-logo-blue
SI_logo_Southern_orange
serenityshares
SKBA2016
thorn
Iroquois Valley Farmland REIT
touchstone
Wells Fargo Private Bank
SEI Logo.jpg
ImpactAssets
Solomon Hess.jpg
BrownAdvisory-logo
Self-Help_Credit-Union-Logo-4c-Registered
Sponsorship info

You’ll Love The Broadmoor

VISIT OUR VENUE