Agenda | The SRI Conference

The SRI Conference
Thursday, November 14, 2019
Time	Event
7:30 a.m. - 6:00 p.m.	Conference Registration / Information Desk Open
7:30 a.m. - 8:15 a.m.	Buffet 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 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 Broadmoor A
10:00 a.m. - 10:20 a.m.	Networking Break Exhibit Hall
10:10 a.m. - 10:40 a.m.	Focus 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.	Breakout 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.	Focus 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.	Buffet Lunch Colorado HALL
12:00 p.m. - 1:00 p.m.	Women 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 Broadmoor A
1:50 p.m - 2:40 p.m.	Breakout 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 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 Broadmoor A
3:50 p.m. - 4:20 p.m.	On the Main Stage TBA Broadmoor A
4:20 p.m. - 4:50 p.m.	On the Main Stage Fireside Chat: John Hayes, CEO, Ball Corporation Broadmoor A
5:00 p.m. - 6:00 p.m.	Break Free Personal Time
6:00 p.m - 7:00 p.m.	Reception and Exhibitor Fair Exhibit Hall
7:00 p.m. - 10:00 p.m.	Celebrating our 30^th Dinner Dance! Broadmoor A