Our Agenda for SRI30

30 years badge #from Evolution to REVOLUTION 
SRI30  |  November 13-15  |  The Broadmoor, Colorado Springs

Advisor Summit Workshop: November 11-13 
Main Conference: November 13-15

The SRI Conference
Wednesday, November 13, 2019
Time Event
8:00 a.m. - 6:00 p.m. Registration / Information DeskConference Registration / Information Desk Open
Innovations in SRISpecial Pre-Conference Sessions
7:30 a.m. - 10:45 a.m.
US SIF Fundamentals of Sustainable and Impact Investing Course*
Leslie Samuelrich - Green Century Funds
Jennifer Coombs - College for Financial Planning
Victor Orozco - Bair Financial Planning
Sam Adams - Vert Asset Management
(Separate Registration Fee: $250)
Broadmoor
E
8:00 a.m. - 11:00 a.m.
The Intentional Endowments Network (IEN) SIILK Network: Sustainable & Impact Investing Learning and Knowledge Forum (invitation only)
Host: Nicole Torrico - IEN
Host: Barbara Simonetti - First Affirmative Emeriti
Colorado
C
10:00 a.m. - 10:50 a.m.
Get to Know the SRI Conference: Orientation for New Participants
Host: Cherith Harrison - Folio Financial/The SRI Conference
Broadmoor
C
10:00 a.m. - 10:50 a.m.
Political Turmoil: Economic Impact*
Mel Miller - First Affirmative
Broadmoor
D
11:00 a.m. - 11:10 a.m.

On the Main Stage

Welcome to The 30th Annual SRI Conference!
George Gay - CEO, First Affirmative
Paula DeLaurentis - CEO, The SRI Conference & Community and Chief Retail Officer of Folio Financial


Plenary
Broadmoor
A
11:10 a.m. - 12:00 p.m.

On the Main Stage

Getting the Capital to Flow: What the Water Crisis Can Teach Us About Investing in the World’s Poor
Gary White - Co-Founder, WaterEquity and water.org


Plenary
Broadmoor
A
12:00 p.m. - 12:30 p.m.

On the Main Stage

ESG: Finding Its Way Into the Hearts and Minds of Financial Advisors
Wally Okby - Senior Analyst, Aite Group
Plenary
Broadmoor
A

12:30 p.m. - 1:30 p.m.

LunchBuffet Lunch
Sponsored by Brown Advisory

Broadmoor
A
1:40 p.m. - 2:00 p.m. Innovations in SRIFocus on the Future Presentations
EQIS
Get To Know the EQIS SRI Offering
Jonathan Schiffer - EQIS
Megan Morrice - EQIS
Broadmoor
C
First Affirmative & DWSP
The First Affirmative Digital Wealth Services Platform
Theresa Gusman - First Affirmative
Amy Thacker - First Affirmative
Broadmoor
D
Calvert Research and Management
Purpose, Profit, Participation: Discover Calvert's Unique ESG Themes
Anthony Eames - Calvert Research and Management
Broadmoor
E
Dell Technologies
Social Impact 2030: How Technology Addresses Society's Most Pressing Issues - Today and Beyond
Lina Azuero - Dell Technologies
Broadmoor
F
TBA
To Be Announced
Broadmoor
Hall
2nd Floor
2:10 p.m. - 3:00 p.m. Innovations in SRIBreakout Sessions
Today’s Advisor
Grab the Opportunity: Introduction to SRI for Advisors
Jennifer Coombs - College of Financial Planning
Douglas Lyman - Longview Asset Management
Megan Morrice - ValuesAdvisor
Manisha Singh - AIG
Broadmoor
C
Impact Investing for Asset Owners
Place-Based Impact Investing: Closeup On Indigenous Peoples
Clara Pratte - Navajo Nation, Navajo Power
Phil Glynn - Travois
Dana Lanza - Confluence Philanthropy
Ronda Weizenegger - Mille Lacs Corporate Ventures 
Broadmoor
D
Innovations Driving the Future of SRI
SRI/ESG Research: Quantitative Metrics, Artificial Intelligence, and Risk Measurement
Gary Grewal - TIAA
Jon Hale - Morningstar
Nicolai Lundy - SASB
Alexandra Pavlovskis - Arabesque Asset Management
Broadmoor
E
SRI: The Key to Solving Some of Our Greatest Challenges
Fighting Back: Using Investments to Combat Climate Change
Timothy Dunn - Terra Alpha Investments
Sonya Sbar - MicroVest Capital Management
Lucas White - GMO
Natalie Ambrosia - Four Twenty Seven, Inc
Broadmoor
F
Shareowner Advocacy
Power to the Shareowner: What Worked, What’s Trending, and What’s Next in Advocacy
Lauren Compere - Boston Common Asset Management
Julie Gorte - Impax Asset Management
Sara Blackwell - Investor Alliance for Human Rights
Holly Testa - First Affirmative
Broadmoor
Hall
2nd Floor
3:00 p.m. - 3:15 p.m.
Networking BreakNetworking Break
Sponsored by Hannon Armstrong
Exhibit
Hall
3:15 p.m. - 3:45 p.m.

On the Main Stage

A Fireside Chat with John Anderson Lanier - Executive Director, Ray C. Anderson Foundation
Moderated by Bill Burdette - CEO, Charity Services Centers & CDC Deposits Corp.
Plenary
Broadmoor
A
3:45 p.m. - 4:30 p.m.

On the Main Stage

Fast Forward: How FinTech Will Reshape the Future of SRI/ESG
Steve Wallman - CEO, Folio Financial
Dave Hagen -  VP, Folio Financial Digital Wealth

Plenary
Broadmoor
A
4:30 p.m. - 5:10 p.m.

On the Main Stage

A Fireside Chat with Seth Goldman, Executive Chairman of Beyond Meat
Moderated by Tim Freundlich, CEO of ImpactAssets
Plenary
Broadmoor
A
5:10 p.m. - 6:00 p.m. Innovations in SRIBreakout Sessions
Today’s Advisor
Getting the Millennials’ Attention: Next-Gen Marketing Strategies to Build Your Business
Kelly Coyne - Pax Ellevate Management
Brady Quirk-Garvan - Natural Investments
Brett Wayman - Envestnet
Chris Flores - Three Corners Capital
Broadmoor
C
Impact Investing for Asset Owners
Endowments and Foundations: Tools for Engaging Around Sustainable Investing
Jeff Mindlin - Arizona State University Enterprise Partners
Shuaib Siddiqui - Surdna Foundation
Broadmoor
D
Innovations Driving the Future of SRI
Portfolio Construction: Upping The Game to Achieve Your Clients’ Financial and Impact Objectives
Moderator: Barry Steelman - Private Client Wealth Advisors 
Geoff Considine - Folio Financial
Abdur Nimeri - Northern Trust
Sam Adams - Vert Asset Management
Mark Doherty - San Francisco Foundation
Broadmoor
E
SRI: The Key to Solving Some of Our Greatest Challenges
Basics for Beginners
Moderator: Rachel Burlock – Boston Advisors
Francis Coleman - CBIS
Chase McGill - B. Riley Wealth Management
Gil Crawford - MicroVest Capital Management
Broadmoor
F
Shareowner Advocacy
Rapid Response: Mobilizing Investor Power to Meet the Opioid Epidemic (and more) Head-On
Michael Garland – NYC Comptroller’s Office
Donna Meyer – Mercy Investment Services
Michael Pryce-Jones – International Brotherhood of Teamsters
Rosa van den Beemt – NEI Investments
Broadmoor
Hall
2nd Floor
6:00 p.m - 7:00 p.m.
ReceptionReception and Networking
Exhibit
Hall
7:00 p.m. - 9:00 p.m.
AwardsDinnerGala Awards Dinner
Open to All Attendees

To be presented:
  • Inaugural SRI 30 Under 30 Award
  • The Moskowitz Prize
  • The EthicMark Award
  • 2019 SRI Scholars
  • The SRI Service Award

Welcome Remarks: John Lanier, Executive Director of the Ray C. Anderson Foundation

International
Center
The SRI Conference agenda and speaker lineup are subject to change without notice.
*Approved for CFP Continuing Education
The Broadmoor

1 Lake Avenue
Colorado Springs, CO 80906