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
7:30 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
(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
Colorado
C
10:00 a.m. - 10:50 a.m.
Get to Know the SRI Conference: Orientation for New Participants
Broadmoor
C
10:00 a.m. - 10:50 a.m.
Looking Ahead: Economic Forecast
Mel Miller, CFA
Broadmoor
D
11:00 a.m. - 12:00 p.m.
Welcome to The 30th Annual SRI Conference!
Steve Wallman, George Gay, Paula DeLaurentis

On the Main Stage

Gary White, Co-Founder, WaterEquity and water.org
Plenary
Broadmoor
A
12:00 p.m. - 12:30 p.m.

On the Main Stage

Plenary
Broadmoor
A
12:30 p.m. - 1:30 p.m.
LunchBuffet Lunch
Broadmoor
A
1:40 p.m. - 2:00 p.m. Innovations in SRIFocus on the Future Presentations
EQIS
 
Broadmoor
C
First Affirmative & DWSP
 
Broadmoor
D
Calvert Research and Management
 
Broadmoor
E
Dell
 
Broadmoor
F
Pax World Funds
 
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
Dan Chu – Sierra Club Foundation
Phil Glynn – Travois
Dana Lanza – Confluence Philanthropy;
Fawn Sharp – Quinalt Nation
Broadmoor
D
Innovations Driving the Future of SRI
SRI/ESG Research: Quantitative Metrics, Artificial Intelligence, and Risk Measurement
Gary Grewal,  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 Investment to Combat Climate Change
Timothy Dunn, Terra Alpha Investments
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
Paloma Munoz Quick – Investor Alliance for Human Rights
Holly Testa – First Affirmative
Broadmoor
Hall
2nd Floor
3:00 p.m. - 3:30 p.m.
Networking BreakNetworking Break
Exhibit
Hall
3:30 p.m. - 4:10 p.m.

On the Main Stage

Deval Patrick, former Governor of Massachusetts and Managing Director, Bain Capital Double Impact
Plenary
Broadmoor
A
4:10 p.m. - 4:30 p.m.

On the Main Stage

Folio Digital Wealth Platform
Dave Hagen – Folio Financial
Steve Wallman – Folio Financial
Plenary
Broadmoor
A
4:30 p.m. - 5:10 p.m.

On the Main Stage

Seth Goldman, Beyond Meat/Honest Tea
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
Anna Oganesyan – Natural Investments
Brady Quirk-Garvan – Natural Investments
Brett Wayman – Envestnet
Broadmoor
C
Impact Investing for Asset Owners
Higher Education Endowments: Tools for Engaging Around Sustainable Investing
Broadmoor
D
Innovations Driving the Future of SRI
Upping The Game: Achieve Your Clients’ Financial and Impact Objectives
Geoff Considine – Folilo Financial
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
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

John Lanier - Welcome Remarks

International
Center
The SRI Conference agenda and speaker lineup are subject to change without notice.
The Broadmoor

1 Lake Avenue
Colorado Springs, CO 80906