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Main Conference: November 1-3 | Advisor Summit Workshop: November 3-4
The Broadmoor | Colorado Springs, CO

AGENDA COMMITTEE

The SRI Conference is designed by a volunteer group of SRI industry professionals. Proposals for speakers and/or agenda topics are welcome through a formal request for proposal process. Working with the proposals received, as well as ideas that germinate within the committee itself, members establish priorities for timely, stimulating, and challenging topics of high importance to a wide cross section of conference participants.

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Joshua Brockwell
Azzad Asset Management

Joshua Brockwell is communications director at Azzad Asset Management. He joined Azzad 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, Joshua worked with T. Rowe Price and Homestead Funds, a boutique cooperative mutual fund company. Joshua is a public speaker and educator, offering seminars across the country on ethical investing. In 2002, he received a Fulbright Fellowship to work in Dijon, France, where he taught in the fields of marketing and business.

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Danielle Burns
Danielle Burns
First Affirmative Financial Network

Danielle M. Burns is vice president of sales and marketing for First Affirmative Financial Network, LLC, and works with a highly collaborative team that is responsible for the growth and profitability of the firm’s distribution channels. Danielle participates in all aspects of the sales and marketing process and helps advisors understand how to maximize the value of working with First Affirmative. Her background emphasizes technology training and practice management development for financial advisors.

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 the Wachovia Corporation where she worked for both Wachovia Bank and Wachovia Securities performing a variety of management duties over her nine-year tenure. Prior to joining First Affirmative she worked for a community bank where she provided marketing, sales, and service support. Danielle also worked with her mother to develop a non-profit youth services organization called Think Big Productions, Inc., located in Clearwater, Florida. Think Big’s primary mission is to develop and channel young artistic talent in the community. Danielle holds an MBA with an emphasis in marketing.
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Mackenzie Colgan Reinos
Work Capital

Mackenzie Colgan is director of business development at Work Capital. Previously, she was regional director of distribution at ImpactAssets. Mackenzie’s earlier experience encompasses emerging markets, the asset management industry, and the nonprofit 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 this, she was at New York Life/MainStay Investments, and in development and marketing roles at the Clinton Climate and Health Access Initiatives.

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Bennett Freeman
Global Network Initiative (GNI)

Bennett Freeman 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. Prior to these roles, Bennett was senior vice president of 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. Bennett was previously a Clinton presidential appointee to three positions at the State Department.

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Karina Funk
Brown Advisory, LLC

Karina Funk is a portfolio manager and equity research analyst at Brown Advisory, LLC. Karina joined the firm in 2009 and is responsible for managing its large-cap sustainable growth strategy. Prior to that, she was a portfolio manager and equity research analyst at Winslow Management Company, LLC, a principal at Charles River Ventures, an investment manager with 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.

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Jon Hale, Ph.D., CFA
Morningstar

Jon Hale is head of sustainable investing research for Morningstar where he directs the company’s research initiatives. Jon led the launch of the Morningstar Sustainability Rating™ program for mutual funds in 2016.

Prior to his current role, Jon was Morningstar’s director of manager research, North America, where he led approximately 60 manager research analysts, overseeing the team’s operations and manager research coverage across asset classes.

Jon first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for the firm 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.

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Bob Helmuth
Pax World Investments

Bob Helmuth is senior vice president, stakeholder relations for Pax World Management LLC. He is responsible for maintaining and advancing a wide range of relationships with various stakeholder constituencies including financial advisors who specialize in sustainable investing. Bob 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.

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Vivienne Hsu, CFA
LENDonate, Inc.

Vivienne is the founder of LENDonate which is working to create a new ecosystem for nonprofit finances. LENDonate is the culmination of Vivienne’s 20+ years of experience as an investment professional and seasoned nonprofit fundraiser.

Prior to becoming a social entrepreneur, Vivienne was senior vice president at U.S. Trust, where she advised clients on a wide range of investments. She served as 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 her role as 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 holds her MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics.

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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. In his work there he conducted 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 a National Science Foundation Fellowship in ecological economics.

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Larry Lawrence
Larry Lawrence
MSCI ESG Research

Larry Lawrence is executive director, head of ESG products for the private wealth market at MSCI ESG Research. He is responsible for the business strategy across marketing, sales, and product development. Larry also oversees product management of MSCI’s ESG Fund ratings, ESG data, and ESG client-facing platforms, used by institutional investors and private wealth managers.

Larry began his career in Boston almost 18 years ago at KLD, a pioneer in the ESG Investing field. He served as product manager with KLD, RiskMetrics, and MSCI, where he was instrumental in the development of ESG ratings, governance metrics, and ESG controversies product lines, as well as the ESG client-facing platforms.

Larry holds his Bachelor’s degree in computer science from Newbury College.
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Brianna Murphy
Brianna Murphy
Trillium

Brianna joined Trillium in 2010 and is a vice president and member of Trillium’s shareholder advocacy team. Brianna’s responsibilities include engaging companies on environmental, social, and governance issues and public policy advocacy. Prior to Trillium, she was a portfolio administrator in trust services at US Bank. Brianna holds her BA 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.

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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.
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Colin Rennich, CFP®
Appleseed Capital

Colin joined Appleseed Capital in 2012 as the director of sales. He is responsible for leading the firm’s institutional sales and marketing efforts, as well as managing the distribution of the firm’s mutual-fund, private-fund, and separately-managed-account strategies. Prior to joining Appleseed, he worked in institutional sales at Principal Financial Group. He began his career at American Express/Ameriprise Financial as an investment advisor. Colin is a co-founder of the Sustainable Investing Symposium conferences and serves on the membership committee of US SIF.

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Leslie Samuelrich
Green Century Capital Management

Leslie Samuelrich is president of Green Century Capital Management, where she oversees investment strategies as well as 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.

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Katherine St. Onge
Calvert Foundation

Katherine St. Onge is a senior officer on the Foundation’s 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 products and services. Prior to the 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 for Goldman Sachs, where she managed both equity and fixed-income investment products.

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Holly Testa
First Affirmative Financial Network

Holly Testa is director of shareowner engagement at First Affirmative Financial Network. She also works with the firm’s advisors and their clients to provide 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.

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Shila Wattamwar
Sustainalytics

Shila Wattamwar is associate director of advisory services at Sustainalytics. In her role she supports large client relationships and partnerships—both inside and outside of the United States—on ESG matters. Much of her role involves working with clients to help integrate ESG and corporate governance research into their investment processes through a better understanding of their strategy and motivations. Prior to joining Sustainalytics, Ms. Wattamwar worked with institutional investors on providing index and reference data solutions.

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Glen Yelton
SNW Asset Management

Glen Yelton, ESG and impact research analyst, has analytical responsibilities for the Impact strategies on SNW’s 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.

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Shane Yonston, CFP
Impact Investors

Shane Yonston is a financial advisor who has focused on SRI for 13 years and is a founding partner at Impact Investors. A CFP® with a master’s degree in financial planning, he focuses on working with high-net-worth clients. 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.

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