Home | The SRI Conference

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

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

Andrew Lee

Managing Director
UBS

Teresa Wells

Managing Director
Tiedemann Advisors

Gregory Elders

Research, ESG
JPMorgan Indexes

Lisa Hayles

Vice President
Boston Common Asset Management

Reena Krishnan

Strategic Advisor
How Women Invest

Justin Conway

Vice President
Calvert Impact Capital

Mark Watson

Founder
Keel Asset Management

Michael Passoff

CEO
Proxy Impact

Peter Kinder

Trustee
Green Mountain College

Michael Lear

Vice President
Bernstein Private Wealth Management

Pooja Khosla

Head of Product Development and Director of Data Science
Entelligent

Louise Herrle

Managing Director
Incapital

Jan Schalkwijk

Investment Advisor
JPS Global Investments

Lucas Owens

Fund Manager
Boston Ujima Project

Timothy Coffin

Senior Vice President
Breckinridge Capital Advisors

Holly Testa

Director
First Affirmative Financial Network

Brianna Murphy

VP, Shareholder Advocacy
Trillium Asset Management

Jon Hale

Global Head of Sustainability
Morningstar, Inc.

Khalid Husain

Senior Director
TIAA (Nuveen)

Vicki Henn

Chief HR Officer
PNC

Vivek Tanneeru

Portfolio Manager
Matthews International Capital Management

Conrad MacKerron

Senior Vice President
As You Sow

Michael Kramer

Managing Partner
Natural Investments

Julie Gorte

SVP, Sustainable Investing