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. - 8:15 a.m.
Buffet BreakfastBuffet Breakfast
Colorado
Hall
8:15 a.m. - 9:10 a.m.
Welcome to Day Two!

On the Main Stage

Joe Keefe, President and CEO, Pax World Funds

Troy Murphy, Founder, Sweven Wealth Management and Former NBA Player
Plenary
Broadmoor
A
9:10 a.m. - 10:00 a.m.

On the Main Stage

Panel Session: The Next Wave of Impact – The Professional Athlete
Antonio Davis
Warrick Dunn
Devean George
Sheryl Grant
Derrick Morgan
Moderator: Daniel Hughes
Plenary
Broadmoor
A
10:00 a.m. - 10:20 a.m.
Networking BreakNetworking Break
Exhibit
Hall
10:10 a.m. - 10:40 a.m. Innovations in SRIFocus on the Future Presentations
US SIF
Who Are Our Next Customers? Building the Retail Market for Sustainable 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 – Beacon
Moderator: Srikant Vasan – Techstars
Broadmoor
D
Natixis
 
Broadmoor
E
Folio Financial
 
Broadmoor
F
Parnassus Investments
 
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
Measuring What You Manage: New Developments in Performance Measurement & Reporting
Theresa Gusman – First Affirmative
Brian Svendahl – RBC Global Asset Management
Baker Vitale – BlackRock
Broadmoor
E
SRI: The Key to Solving Some of Our Greatest Challenges
Tackling Climate Change – Focus on the Chemical Footprint Project
Susan Baker – Trillium Asset Management
Judy Glazer – HP
Alexandra McPherson – Niagara Share
Mark Rossi – Clean Production Action
Gabe Wing – Herman Miller
Broadmoor
A
SRI: The Key to Solving Some of Our Greatest Challenges
Overcoming Gender and Racial Equity Challenges to Drive Shareowner Value
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
Marija Kramer – ISS
Michael Passoff – Proxy Review
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
 
Broadmoor
C
LinkedIn
Addressing the Affordable Housing Dilemma
Katie Ferrick – LinkedIn
Moderator: Julie Mahowale – Housing Trust Silicon Valley
Broadmoor
D
Matthews Asia
 
Broadmoor
E
OPEN
 
Broadmoor
F
OPEN
 
Broadmoor
Hall
2nd Floor
12:00 p.m. - 1:00 p.m.
LunchBuffet Lunch
Colorado
HALL
12:00 p.m. - 1:00 p.m.
LunchWomen in SRI Networking Lunch (invitation only)
MAIN
Ballroom
1:10 p.m. - 1:50 p.m.

On the Main Stage

Fireside Chat: Jeff Eckel, CEO, Hannon Armstrong with Leslie Norton, Barron’s
Plenary
Broadmoor
A
1:50 p.m - 2:40 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
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
Basics for Beginners
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
Amy Springsteel - Voya Financial
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
2:40 p.m. - 3:10 p.m.
Networking BreakNetworking Break
Exhibit
Hall
3:10 p.m. - 3:50 p.m.

On the Main Stage

#fromEVOLUTIONtoREVOLUTION – The Past, Present, and Future of SRI
Ben Allen – Parnassus
Richard Powers – Vanguard
Taylor Jordan – Goldman Sachs
Jamie Martin – Morgan Stanley
Plenary
Broadmoor
A
3:50 p.m. - 4:20 p.m.

On the Main Stage

TBA
Plenary
Broadmoor
A
4:20 p.m. - 4:50 p.m.

On the Main Stage

Fireside Chat: John Hayes, CEO, Ball Corporation
Plenary
Broadmoor
A
5:00 p.m. - 6:00 p.m.
Networking BreakBreak
Free Personal
Time
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 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