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
Thursday, November 14, 2019
Time Event
7:30 a.m. - 6:00 p.m. Registration / Information DeskConference Registration / Information Desk Open
7:30 a.m. - 8:30 a.m.
Buffet BreakfastBuffet Breakfast

Ambassador Breakfast
Full Breakfast Sponsored by: Energy Income Partners

By invitation only

Broadmoor
C
7:30 a.m. - 8:30 a.m.
Buffet BreakfastContinental Breakfast
Colorado
Hall
8:30 a.m. - 9:00 a.m.

On the Main Stage
Welcome to Day Two!

Joe Keefe - President, Pax World Funds

Plenary
Broadmoor
A
9:00 a.m. - 10:00 a.m.

On the Main Stage

The Next Wave of Impact – The Professional Athlete
Antonio Davis - CEO, Eminence Consulting
Warrick Dunn - Founder, Warrick Dunn Charities
Devean George - CEO, George Group North
Sheryl Grant - CEO, Sheryl Grant Enterprises
Derrick Morgan - Managing Partner of KNGDM Group
Moderator: Daniel Hughes - Founder of Athletes Influence
Plenary
Broadmoor
A
10:00 a.m. - 10:20 a.m.
Networking BreakNetworking Break
Exhibit
Hall
10:20 a.m. - 10:45 a.m. Innovations in SRIFocus on the Future Presentations
Parnassus Investments
Principles & Performance: Parnassus's Approach to ESG Investing
Benjamin Allen - Parnassus Investments
Iyassu Essayas - Parnassus Investments
Broadmoor
C
Social Entrepreneurs
Where Purpose Meets Profit to Create Impact, Featuring 2018 “Forbes 30 Under 30 Social Entrepreneurs”
Brin Enterkin - The African Soup
Sam Teicher - Coral Vita
Aerica Banks - Pinterest
Moderator: Srikant Vasan – Techstars
Broadmoor
D
Natixis Investments Managers
How to Acquire More Assets in the DC Market
Jim Roach - Natixis Investment Managers
Todd Kading - Leafhouse Financial
Broadmoor
E
Folio Financial
Up Your SRI/ESG Alpha with Direct Indexing
Patrick Forde - Folio Institutional
Sean Kelly - Folio Financial 
Broadmoor
F
JLL
Delivering Long-Term Performance Through Sustainability Leadership
Cynthia Curtis - JLL
Leslie Frieze - JLL
Broadmoor
Hall
2nd Floor
10:45 a.m. - 11:35 a.m. Innovations in SRIBreakout Sessions
Today’s Advisor
Getting Your Arms Around the Growing Universe of ESG
Kimberly Griego-Kiel - Horizons Sustainable Financial Services
Jon Hale - Morningstar
Tim O’Donnell - FEG Advisors
Fabian Willskytt - Align Impact
Broadmoor
C
Impact Investing for Asset Owners
Deploying Private Capital for Equitable Development
Madeline Clark - Cambridge Associates
Daniel Gura - Habitat for Humanity
Jun Sakumoto - Avanath Development
Nick Silbergeld - Calvert Impact Capital
Broadmoor
D
Innovations Driving the Future of SRI
Measure What You Manage: New Developments in Performance Measurement and Reporting
Theresa Gusman - First Affirmative
Julia Enyart - Glenmede Trust Company
Brian Svendahl - RBC Global Asset Management
Baker Vitale - BlackRock
Broadmoor
E
SRI: The Key to Solving Some of Our Greatest Challenges
Translating Market Risk into Market Opportunity – Focus on the Chemical Footprint Project
Susan Baker - Trillium Asset Management
Judy Glazer - Hewlett Packard
Alexandra McPherson - Investor Environmental Health Network
Mark Rossi - Clean Production Action
Gabe Wing - Herman Miller
Broadmoor
A
SRI: The Key to Solving Some of Our Greatest Challenges
A Long Way to Go: An Honest Conversation about Gender and Racial Equity in the SRI Industry
Molly Betournay - Clean Yield Asset Management
Lisa Hayles - Boston Common Asset
Y-vonne Hutchinson – ReadySet
Ivy Jack – Northstar Asset Management
Renee Morgan – Impact Investors
Broadmoor
F
Shareowner Advocacy
Basics for Beginners
Alex Gallimore – ISS
Michael Passoff – Proxy Impact
Leslie Samuelrich – Green Century Capital Management
Broadmoor
Hall
2nd Floor
11:40 a.m. - 12:00 p.m. Innovations in SRIFocus on the Future Presentations
General Mills
A Force for Good: General Mills Advances Sustainability and Regenerative Agriculture Practices 
Carla Vernon - General Mills
Broadmoor
C
Pax World Funds
Gender Diversity Delivered - Investing for Purpose and Performance
Julie Gorte - Pax World Funds
Kelly Coyne - Pax World Funds
Broadmoor
D
Matthews Asia
Access to Finance: Building Economies of the Future, One Loan at a Time
Kathlyn Collins - Matthews Asia
Broadmoor
E
Allianz Global Investors
 Water: The Investment Opportunity of the 21st Century
Alexandra Russo - Allianz Global Investors

Broadmoor
F
TBA
TBA
Broadmoor
Hall
Astor Room
2nd Floor
12:00 p.m. - 1:10 p.m.
LunchBuffet Lunch
Colorado
HALL
12:00 p.m. - 1:10 p.m.
LunchWomen in SRI Networking Lunch (invitation only)
MAIN
Ballroom
1:10 p.m. - 1:40 p.m.

On the Main Stage

Fireside Chat with Barbara Roper, Director of Investor Protection for Consumer Federation of America
Moderated by Steve Wallman - CEO, Folio Financial
Plenary
Broadmoor
A
1:40 p.m. - 2:10 p.m.

On the Main Stage

Fireside Chat with Jeff Eckel - CEO, Hannon Armstrong
Moderated by Leslie Norton - Writer, Barron's 
Plenary
Broadmoor
A
2:10 p.m - 3:00 p.m. Innovations in SRIBreakout Sessions
Today’s Advisor
Practice Management Tools: Communication – Implementation and Adoption
Danielle Fugere – As You Sow
Sarah Greenberg – MSCI
Penelope Jackson – Gitterman Wealth Management
Moderator: Craig Churman - Saturna Capital
Broadmoor
C
Impact Investing for Asset Owners
Donor Advised Funds: The Next Wave in Philanthropy?
Liz Sessler – CapShift
William Towns – Benefit Chicago
Broadmoor
D
Innovations Driving the Future of SRI
The Next Wave – The Technology Driving SRI/ESG Delivery and Accessibility
Barry Steelman - Private Client Wealth Advisors
Dave Hagen - Folio Digital Wealth
Josh Levin - OpenInvest
Henry Yoshida - Rocket Dollar, Inc.
Broadmoor
E
SRI: The Key to Solving Some of Our Greatest Challenges
Getting the Word Out: How Companies Can Best Communicate their ESG Profiles
Guillermo Miranda - IBM
Carrie Christopher - Newmont Goldcorp
Jennifer Leitsch - CBRE
Dr. Peter Schultz - ICF
Moderator: Guusje Bendeler – thinkPARALLAX
Broadmoor
F
Shareowner Advocacy
The Coming Wave: Investor Engagement and Women’s Health
Shelley Alpern – Rhia Ventures
Meredith Benton – Whistle Stop Capital
Allan Pearce – Trillium Asset Management
Lourdes Rivera – Center for Reproductive Rights
Broadmoor
Hall
2nd Floor
3:00 p.m. - 3:30 p.m.
Networking BreakNetworking Break
Sponsored by General Mills
Exhibit
Hall
3:30 p.m. - 4:20 p.m.

On the Main Stage

#fromEVOLUTIONtoREVOLUTION – The Past, Present, and Future of SRI
Ben Allen - CEO, Parnassus Investments
Richard Powers - Head of ETF Product Management, Vanguard
Taylor Jordan - Managing Director, Goldman Sachs
Lisa Woll - CEO, US SIF
Moderator: Ross Kerber - Correspondent, Reuters News
Plenary
Broadmoor
A
4:20 p.m. - 5:10 p.m.

On the Main Stage

Everything You Didn't Know About Hemp and Sustainability
Geoffrey Whaling - Chairman, National Hemp Association
Jeff Steiner - Associate Director, Global Hemp Innovation Center, Oregon University
Moderator: Ron Shapira - Founder, Mosaic Advisory Partners
Plenary
Broadmoor
A
5:10 p.m. - 6:00 p.m. Innovations in SRIBreakout Sessions
US SIF
Building the Retail Sustainable Investment Market by Expanding Retirement Plan Options
Michael Young - US SIF 
Jim Roach - Natixis Investment Managers
Broadmoor
D
Vanderbilt Financial Group
Igniting Impact - Premier Movie Screening
Steve Distante - Vanderbilt Financial Group
Wendy Burton - World Tree 
Broadmoor
F
6:00 p.m - 7:00 p.m.
ReceptionReception and Exhibitor Fair
Exhibit
Hall
7:00 p.m. - 10:00 p.m.
30 Year CelebrationDinnerCelebrating our 30th - Dinner and Dance 
Broadmoor
A
The SRI Conference agenda and speaker lineup are subject to change without notice. 
The Broadmoor

1 Lake Avenue
Colorado Springs, CO 80906