Agenda | The SRI Conference

The SRI Conference
Friday, November 15, 2019
Time	Event
7:45 a.m. - 2:30 p.m.	Conference Registration / Information Desk Open
7:30 a.m. - 9:30 a.m.	Breakfast/Topic Tables Sponsored by Vanguard Submit your topic table idea here. Broadmoor A
7:30 a.m. - 8:30 a.m.	<Yethiya>wihe / Investors and Indigenous Peoples Breakfast Broadmoor C
7:30 a.m. - 8:30 a.m.	US SIF Member Breakfast (open to US SIF Members AND non-members interested in learning more about US SIF) Please RSVP by email to asickle@ussif.org Broadmoor F
9:30 a.m. - 10:00 a.m.	On the Main Stage Fireside Chat with Kristin Hull - Founder & CEO, Nia Impact Capital Moderated by: Sonya Dreizler - CEO, Solutions with Sonya Broadmoor A
10:00 a.m. - 10:40 a.m.	On the Main Stage Douglas Baker – CEO, Ecolab Moderated by: Karina Funk - Portfolio Manager with Brown Advisory Broadmoor A
10:45 a.m. - 11:15 a.m.	On the Main Stage Kate Gordon – Senior Advisor on Climate to CA Governor Moderated by: Leslie Norton - Writer, Barron's Broadmoor A
11:15 a.m. - 11:45 a.m.	Networking Break Sponsored by Your Stake PBC Exhibit Hall
11:45 a.m. - 12:35 p.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: SRI Investing - Learning, Building Consensus, and Setting Policy Will Jacobsen - Kiva Capital Management Deborah Momsen-Hudson - Self-Help Credit Union Wally Okby - Aite Group Broadmoor D *Innovations Driving the Future of SRI* Basics for Beginners: Innovations Driving the Future of SRI Investing Theresa Gusman - First Affirmative Gary Grewal - TIAA 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 Elynn Walter - IRC Chris Madden - Calvert Research and Management 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
12:35 p.m. - 1:35 p.m.	On the Main Stage Ken Bertsch - Executive Director, Council of Institutional Investors Broadmoor A
1:35 p.m. - 2:15 p.m.	Buffet Lunch Broadmoor A
2:15 p.m. - 2:30 p.m.	Wrap Up and Appreciations Broadmoor A