banner4.jpg
banner2.jpg
banner1.jpg

AGENDA COMMITTEE

The agenda for The Conference on Sustainable, Responsible, Impact Investing is designed by a volunteer group of SRI industry professionals. Proposals for speakers and agenda topics are invited through a Request for Proposal process. Working with proposals received, as well as ideas that germinate within the Agenda Committee itself, Committee members establish priorities for timely, stimulating, challenging topics of high importance to a wide cross section of expected conference participants.
schueth.jpg
Joshua Brockwell,
Azzad Asset Management
Joshua Brockwell is Communications Director at Azzad Asset Management. He joined the firm in 2013 and is responsible for public relations and strategic marketing campaigns for high net worth clients, registered investment advisers, third-party professionals, institutions, and individual retail clients. Prior to Azzad, he worked with T. Rowe Price and Homestead Funds, a boutique cooperative mutual fund company. Mr. Brockwell is a public speaker and educator, offering seminars across the country on ethical investing. In 2002, he received a Fulbright Fellowship for Dijon, France, where he taught in the fields of marketing and business.
Top
Danielle Burns
Danielle Burns,
First Affirmative Financial Network
Danielle M. Burns, MBA, AIF is Vice President of Sales & Marketing for First Affirmative Financial Network, LLC and works with a highly collaborative team that is responsible for the growth and profitability of the firms distribution channels. Danielle participates in all aspects of the sales and marketing processes and helps advisors understand how to maximize the value of working with First Affirmative. Danielle serves on the board of Green America: A not-for-profit membership organization founded in 1982 whose mission is to harness economic power to create a socially just and environmentally sustainable society. Danielle began her financial services career in 1994 at Wachovia Corporation where she worked for both Wachovia Bank and Wachovia Securities performing a variety of management duties over her nine-year tenure there. Her background emphasizes technology training and practice management development for financial advisors. Prior to joining First Affirmative she worked for a community bank in Clearwater, FL where she provided marketing, sales and service support. In addition to her professional duties, Danielle worked with her mother to develop a non-profit youth services organization called Think Big Productions, Inc., located in Clearwater, Florida. The primary mission of Think Big is to develop and channel young artistic talent in the community. Danielle provided motivational support and ongoing training to help young adults hone their craft. Born in Brooklyn, New York, Danielle has a passion for the culinary arts. She has an undergraduate degree in Business and a MBA with an emphasis in Marketing. She and her husband, and their son live in Carmel, Indiana.
Top
schueth.jpg
Mackenzie Colgan Reinos,
Work Capital
Mackenzie Colgan is Director, Business Development at Work Capital. Previously she was Regional Director, Distribution at ImpactAssets. Prior to joining ImpactAssets, Ms. Colgan had experience in emerging markets, the asset management industry and non-profit sector. She served as a Nairobi, Kenya-based Portfolio Associate at the Acumen Fund, sourcing private debt and equity impact investments in the healthcare sector. Prior to that, she was at New York Life/MainStay Investments, and was in development and marketing at the Clinton Climate and Health Access Initiatives.
Top
schueth.jpg
Bennett Freeman,
Global Network Initiative (GNI)
For nine years through April 2015, Bennett Freeman was Senior Vice President - Sustainability Research and Policy at Calvert Investments where he led the firm's ESG research and analysis as well as its shareholder advocacy and public policy initiatives. He currently serves as Board Secretary of the Global Network Initiative (GNI), a multi-stakeholder initiative promoting greater corporate transparency and accountability around Internet surveillance and censorship. He also is Chair of the Advisory Board of Global Witness, the London-based NGO focused on diminishing corruption and conflict in connection with natural resources. Bennett was previously a Clinton presidential appointee in three positions at the State Department.
Top
schueth.jpg
Karina Funk,
Brown Advisory, LLC
Karina Funk, CFA, is a Portfolio Manager and Equity Research Analyst at Brown Advisory, LLC. Ms. Funk joined the firm in 2009 and is responsible for managing the large-cap sustainable growth strategy. Prior to that, she was a Portfolio Manager and Equity Research Analyst at Winslow Management Company, LLC. Previously, Ms. Funk was a Principal at Charles River Ventures, an Investment Manager at Massachusetts Renewable Energy Trust, and a Strategy Consultant at Cap Gemini Ernst & Young. She has extensive experience as an investment manager, strategy consultant, and engineer along with environmentally oriented investing experience in early-stage ventures, debt, and public equities.
Top
hale.jpg
Jon Hale, Ph.D., CFA
Morningstar

Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016.

Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes.

Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for Morningstar in 1998. He left the company in 1999 to work for Domini Social Investments, LLC before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the Investment Advisory unit in 2014.

Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.

Top
schueth.jpg
Bob Helmuth,
Pax World Investments
Bob Helmuth is Senior Vice President, Stakeholder Relations, Pax World Management LLC. He is responsible for maintaining and advancing a wide range of relationships with various stakeholder constituencies including financial advisors across the nation who specialize in sustainable investing. Mr. Helmuth is also responsible for the company's presence at events and conferences, and its work with affinity and non-profit organizations. He is a member of Pax World's Corporate Social Responsibility Committee. Prior to joining Pax World in 2001, Mr. Helmuth served in marketing management positions with companies in the cable television industry, including ESPN, Daniels & Associates, Cablevision Industries and more recently the Starz Media Group.
Top
hsu.jpg
Vivienne Hsu, CFA
LENDonate, Inc.

Vivienne’s vision at LENDonate is to create a new ecosystem for nonprofit finances. This idea was a culmination of her 20+ years of experience as an investment professional and a seasoned nonprofit fundraiser.

Prior to her work as a social entrepreneur, Vivienne was Senior Vice President at U.S. Trust, where she advised clients on a wide range of investments. She served a Senior Portfolio Manager for Charles Schwab Investment Management where she oversaw its active equity strategies and was the lead portfolio manager for the Schwab Hedged Equity Fund. Prior to that, she was at American Century Investments where she co-managed mutual funds that totaled more than $10 billion. Rounding out her experience was investment risk consultant at MSCI Barra, and pension actuarial work on retirement plans.

Vivienne’s volunteer fundraising experience includes a one-year position as development director at Women’s Initiative for Self Employment. She has led three successful capital campaigns ($5m+ total) at her church, among other volunteer positions.

She received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. She is a Chartered Financial Analyst® (CFA) charterholder.

Top
schueth.jpg
Bruce Kahn, PhD
Sustainable Insight Capital Management
Bruce Kahn has over 25 years of experience in environmental and investment research and management. He is a Portfolio Manager at Sustainable Insight Capital Management, and a Lecturer at Columbia University's Earth Institute in the Sustainability Management Program. Previously, Dr. Kahn was a Director in Deutsche Bank's Asset Management division acting as an investment strategist conducting high-level analytical research on sustainable investing including clean tech, water and agricultural-based investment strategies as well as ESG/SRI strategies. Previously, he managed assets at Smith Barney's Private Wealth Management Group in sustainable investments. Dr. Kahn is a recipient of a Fulbright Scholarship and of a National Science Foundation Fellowship in ecological economics.
Top
Brianna Murphy
Brianna Murphy,
Trillium
Brianna is a Vice President and member of Trillium’s Shareholder Advocacy team and joined Trillium in 2010. Brianna’s responsibilities include engaging companies on environmental, social, and governance issues and public policy advocacy. Prior to Trillium she was a Portfolio Administrator at US Bank in Trust Services. Brianna earned a B.A. in Economics from the University of New Hampshire and an ALM in Sustainability and Environmental Management from Harvard University Extension School. She previously served on Bentley University’s Sustainability Advisory Board and was Board Treasurer of the IGLTA Foundation.
Top
schueth.jpg
Lazetta Rainey Braxton,
Agenda Committee _ The SRI Conference
Lazetta Rainey Braxton, CFP®, founded Financial Fountains in 2008, a fee-only financial planning and registered investment advisory firm that serves clients from around the country.With more than 18 years’ experience in wealth management services, Ms. Braxton offers personalized financial advice, investment management, and workplace financial educational services to individuals, families, businesses, and institutions.Ms. Braxton was honored as one of Investment News’ 2015 Women to Watch and as the 2015 recipient of the Association of African American Financial Advisors’ Leadership Legacy Award for her advocacy work on behalf of females and people of color engaged in the financial planning profession.
Top
rennich.jpg
Colin Rennich, CFP®
Appleseed Capital
Colin is the Director of Sales for Appleseed Capital. Colin joined Appleseed Capital in 2012. He is responsible for leading the institutional sales and marketing efforts, managing the distribution of the firms mutual fund, private fund and separately managed account strategies. Prior to joining Appleseed, he worked in institutional sales at Principal Financial Group, and began his career at American Express/Ameriprise Financial employed as an investment advisor. Colin is a co-founder of the Sustainable Investing Symposium conferences, and serves on the membership committee of US SIF.
Top
schueth.jpg
Leslie Samuelrich,
Green Century Capital Management
Leslie Samuelrich is President of Green Century Capital Management leading the Funds' investment strategies and overseeing Green Century's business development, communications and shareholder advocacy. Prior to joining Green Century in 2012, Ms. Samuelrich served as the Chief of Staff at Corporate Accountability International and Executive Director of Green Corps. During her tenure with both of these non-profit organizations, she was responsible for strategic planning, increasing revenue sources and building strong brand awareness.
Top
schueth.jpg
Katherine St. Onge,
Calvert Foundation
Katherine St. Onge is a Senior Officer on the Investor Relations team. She is responsible for managing relationships with individual investors, foundations, institutions and financial advisors to increase their understanding of Calvert Foundation’s impact investing product and services. Prior to Calvert Foundation, Katherine worked at the Aspen Institute where she focused on building entrepreneurial and early-stage investment ecosystems in the Middle East and North Africa. She also worked for Louisiana Economic Development, crafting policies and strategies to enhance the state’s economic competitiveness, and Goldman Sachs, managing both equity and fixed-income investment products.
Top
schueth.jpg
Holly Testa,
First Affirmative Financial Network
Holly Testa is Director, Shareowner Engagement at First Affirmative Financial Network. She also works with the firm’s advisors and their clients, providing information and assistance on advocacy issues. Ms. Testa has been affiliated with First Affirmative for over 20 years in several capacities, including business development and as an Investment Advisory Representative. She was previously an Investment Advisor at a Boulder, Colorado based independent trust company.Ms. Testa also spent several years in the commercial insurance industry, holding underwriting and management positions at Hartford Insurance.
Top
schueth.jpg
Shila Wattamwar,
Sustainalytics
Shila Wattamwar is Associate Director of Advisory Services at Sustainalytics. In her role she focuses on working with large US & Global client relationships and partnerships in providing ESG advisory and support. Much of her role involves working with clients to help integrate ESG and Corporate Governance research into their investment process by better understanding their strategy and motivations. Prior to joining Sustainalytics, Ms. Wattamwar came from the financial services sector where she focused on providing index and reference data solutions to institutional investors.
Top
schueth.jpg
Glen Yelton,
SNW Asset Management
Glen Yelton, ESG and Impact Research Analyst, has analytical responsibilities for the Impact strategies on the SNW Investment Team. He had a similar role at SNW Asset Management, which joined the OppenheimerFunds family in 2017. Prior to joining SNW, Mr. Yelton managed the ESG research program at IW Financial, oversaw ESG data collection at American Values Investments, and provided competitive intelligence research for numerous Fortune 100 clients. He was an interrogator for the U.S. Army.
Top
schueth.jpg
Shane Yonston,
Impact Investors
Shane Yonston has served as a financial advisor focusing on SRI for 13 years and is a founding partner at Impact Investors. As a CFP® with a Masters Degree in Financial Planning, the majority of his efforts go towards helping a select group of high net-worth families to achieve their financial goals. In addition, Mr. Yonston passionately directs a team of professionals to improve the overall performance and impact of the firm. Although he commutes often to the Bay Area and has provided financial guidance to investors all over the world, he lives in San Diego, California.
Top
New Call-to-action

Latest Video

Benefactor
Meal/Event Sponsor
General Sponsor
Direct Impact Showroom