Agenda | The SRI Conference

The SRI Conference
Friday, November 15, 2019
Time	Event
7:45 a.m. - 5:00 p.m.	Conference Registration / Information Desk Open
8:00 a.m. - 9:00 a.m.	Breakfast/Topic Tables Broadmoor A
8:00 a.m. - 9:00 a.m.	US SIF Member Breakfast (invitation only), Hosts: Lisa Woll & Michael Young Broadmoor F
9:00 a.m. - 9:40 a.m.	Welcome Remarks On the Main Stage Douglas Baker – CEO, Ecolab Broadmoor A
9:45 a.m. - 10:15 a.m.	On the Main Stage Ken Bertsch – Council of Institutional Investors Broadmoor A
10:15 a.m. - 10:45 a.m.	Networking Break Exhibit Hall
10:45 a.m. - 11:35 a.m.	Breakout Sessions *Today’s Advisor* Build Your Business: Harness the Power of ESG to Grow Assets Danielle Burns – Cnote Sarah Grenon – Impax Asset Management, Pax World Funds Kathy Leonard – UBS Joe Sinha – Parnassus Investments Broadmoor C *Impact Investing for Asset Owners* Basics for Beginners: Sustainable, Responsible, & Impact Investing: Learning, Building Consensus, and Setting Policy Will Jacobsen – Kiva Capital Management Broadmoor D *Innovations Driving the Future of SRI* The Next Wave - How Technology Is Driving the Delivery of SRI/ESG Investing to the Retail Investor Dave Hagen – Folio Financial Josh Levin – OpenInvest Henry Yoshida - Rocket Dollar Moderator: Barry Steelman – Private Client Wealth Advisors Broadmoor E *SRI: The Key to Solving Some of Our Greatest Challenges* H2O as a Human Right: Addressing Water Scarcity Alix Lebec - WaterEquity Elynn Walter - International Rescue Committee Moderator: Cherith Harrison - Folio Financial/The SRI Conference Broadmoor F *Shareowner Advocacy* Too Big to Fail? Shareowner Advocacy and Climate Change Siobhan Collins- Ceres Jon Hixon - Yum Brands Courteney Keatinge - Glass Lewis Broadmoor Hall 2nd Floor
11:45 p.m. - 1:00 p.m.	Buffet Lunch On the Main Stage Kate Gordon, Senior Advisor on Climate to CA Governor Gavin Newsom Broadmoor A
1:00 p.m. - 1:30 p.m.	On the Main Stage What Employees Want: SRI Options in Workplace Retirement Plans Alex Bernhardt – Mercer Investments Todd Kading – Leafhouse Financial Jim Roach – Natixis Investment Managers Broadmoor A
1:30 p.m. - 2:15 p.m.	On the Main Stage Broadmoor A
2:15 p.m. - 2:30 p.m.	Wrap Up and Appreciations Broadmoor A