SRI30

CELEBRATING 30 YEARS AT THE FOREFRONT OF
SUSTAINABLE, RESPONSIBLE, AND IMPACT INVESTING

November 11-15, 2019 | The Broadmoor, Colorado Springs

 

  • days hours minutes seconds

until registration prices increase


Join more than 1,200 participants harnessing the power of capital
to address our most pressing social, environmental and cultural challenges.


"There were many times throughout the conference where I thought
'I'm going to remember this forever!'"



Why SRI?

SRI is one of the fastest growing investment movements.

25%

of US assets under management

33%

increase since 2014

75%

of investors interested in SRI investing

This spells opportunity for both purpose and profit for financial advisors, asset managers, mission-driven organizations, forward-thinking enterprises, entrepreneurs, and more!

*Report on US Sustainable, Responsible and Impact Investing Trends 2018, US SIF Foundation **Sustainable Signals, New Data from the Individual Investor, Morgan Stanley Investment Management and the Morgan Stanley Institute for Sustainable Investing, 2017

Why The SRI Conference?

 

Learn

from asset managers who are harnessing the power of capital to address social, environmental, and cultural challenges while generating financial return.

Connect

with the whole SRI community in one place, including asset managers, financial advisors, enterprises, mission-driven organizations, sustainability analysts, influential public figures, and more.

Be inspired 

by authentic leaders in the field who are making a difference where they work, live, and invest, every day.

More on SRI


"I could write a novel detailing what I learned from The SRI Conference."

Who Attends The SRI Conference?

Financial Advisors
Novices and experienced SRI advisors alike come to learn how to grow their businesses through SRI.
Asset Managers
Portfolio managers, analysts, and business development professionals come to hear from seasoned SRI professionals to expand their SRI footprint and increase sales.
Mission-Driven Organizations
Nonprofits, endowments, foundations, educational institutions, and family offices attend to further their fundraising efforts and explore SRI investment opportunities.
Forward-Thinking Companies
CEOs, treasurers, sustainability officers, and HR professionals come to learn how to apply SRI across an enterprise, to improve profitability, enhance shareowner value, and attract and retain employees.
Entrepreneurs
Start-ups and venture capitalists are drawn to the conference 's reputation incubating new ideas.
Investors
Institutional and individual investors attend to learn about new products, including private impact investments for accredited investors, and connect directly with SRI-specialist investment managers and financial advisors.

Calling all Financial Advisors -Don't miss the SRI30 Advisor Summit Workshop! November 11-13


Want to get the most out of your conference experience? Plan to attend our annual Advisor Summit Workshop,* and the main SRI Conference. The workshop's in-depth curriculum complements that of the main conference, and is designed to equip financial advisors with all the tools they need to build and maintain a thriving SRI practice.

Plus: CFP designees can earn between 4 and 6 hours of CE credit-CIMA designees can earn 5 credits. (This is the typical amount of approved credits. Available credits can change from year to year.)

*Additional fee applies

Register

2019 speakers, agenda and sponsors will be announced soon. In the meantime, we invite you to take a look at SRI29.

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

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Andrew Lee

Managing Director
UBS

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Teresa Wells

Managing Director
Tiedemann Advisors

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Emily Chasan

Sustainable Finance Editor
Bloomberg News

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Lisa Hayles

Vice President
Boston Common Asset Management

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Reena Krishnan

Strategic Advisor
How Women Invest

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Justin Conway

Vice President
Calvert Impact Capital

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Mark Watson

Founder
Keel Asset Management

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Michael Passoff

CEO
Proxy Impact

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Theresa Gusman

Chief Investment Officer
First Affirmative

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Michael Lear

Vice President
Bernstein Private Wealth Management

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Pooja Khosla

Head of Product Development and Director of Data Science
Entelligent

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Louise Herrle

Managing Director
Incapital

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Jan Schalkwijk

Investment Advisor
JPS Global Investments

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Lucas Owens

Fund Manager
Boston Ujima Project

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Timothy Coffin

Senior Vice President
Breckinridge Capital Advisors

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Holly Testa

Director
First Affirmative Financial Network

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Brianna Murphy

VP, Shareholder Advocacy
Trillium Asset Management

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Jon Hale

Global Head of Sustainability
Morningstar, Inc.

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Sanjay Arya

Head of Indexes
Morningstar, Inc.

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Vicki Henn

Chief HR Officer
PNC

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Vivek Tanneeru

Portfolio Manager
Matthews International Capital Management

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Sonya Dreizler

Founder
Solutions with Sonya

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Michael Kramer

Managing Partner
Natural Investments

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Julie Gorte

SVP, Sustainable Investing
Impax Asset Management and Pax World Funds

Discover all speakers

"This was my 26th SRI consecutive SRI Conference in a row!"


2018 AGENDA

VIEW AGENDA

2019 SPONSORS

Sponsorship info

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