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
Friday, November 15, 2019
Time Event
7:45 a.m. - 5:00 p.m. Registration / Information DeskConference Registration / Information Desk Open
8:00 a.m. - 9:00 a.m.
Buffet BreakfastBreakfast/Topic Tables
Broadmoor
A
8:00 a.m. - 9:00 a.m.
Buffet BreakfastUS 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
Plenary
Broadmoor
A
9:45 a.m. - 10:15 a.m.

On the Main Stage

Ken Bertsch – Council of Institutional Investors
Plenary
Broadmoor
A
10:15 a.m. - 10:45 a.m.
Networking BreakNetworking Break
Exhibit
Hall
10:45 a.m. - 11:35 a.m. Innovations in SRIBreakout 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 BreakfastBuffet Lunch

On the Main Stage

Kate Gordon, Senior Advisor on Climate to CA Governor Gavin Newsom

Plenary
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
Plenary
Broadmoor
A
1:30 p.m. - 2:15 p.m.

On the Main Stage

Plenary
Broadmoor
A
2:15 p.m. - 2:30 p.m.
icon-appreciation2Wrap Up and Appreciations
Broadmoor
A
The SRI Conference agenda and speaker lineup are subject to change without notice. 
The Broadmoor

1 Lake Avenue
Colorado Springs, CO 80906