#from Evolution to REVOLUTION | Time | Event |
|---|---|
| 7:30 a.m. - 6:00 p.m. |  Conference Registration / Information Desk Open |
| 7:30 a.m. - 8:30 a.m. |
 Buffet BreakfastAmbassador Breakfast By invitation only Broadmoor
C
|
| 7:30 a.m. - 8:30 a.m. |
Continental Breakfast Colorado
Hall
|
| 8:30 a.m. - 9:00 a.m. |
On the Main Stage
|
| 9:00 a.m. - 10:00 a.m. |
On the Main StageThe Next Wave of Impact – The Professional AthleteAntonio 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 
Broadmoor
A
|
| 10:00 a.m. - 10:20 a.m. |
 Networking BreakExhibit
Hall
|
| 10:20 a.m. - 10:45 a.m. |  Focus 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. | 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
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. | Focus 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. |
Buffet Lunch Colorado
HALL
|
| 12:00 p.m. - 1:10 p.m. |
Women in SRI Networking Lunch (invitation only) MAIN
Ballroom
|
| 1:10 p.m. - 1:40 p.m. |
On the Main StageFireside Chat with Barbara Roper, Director of Investor Protection for Consumer Federation of AmericaModerated by Steve Wallman - CEO, Folio Financial
Broadmoor
A
|
| 1:40 p.m. - 2:10 p.m. |
On the Main StageFireside Chat with Jeff Eckel - CEO, Hannon ArmstrongModerated by Leslie Norton - Writer, Barron's
Broadmoor
A
|
| 2:10 p.m - 3:00 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 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 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 SRIBen 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
Broadmoor
A
|
| 4:20 p.m. - 5:10 p.m. |
On the Main StageEverything You Didn't Know About Hemp and SustainabilityGeoffrey Whaling - Chairman, National Hemp Association Jeff Steiner - Associate Director, Global Hemp Innovation Center, Oregon University Moderator: Ron Shapira - Founder, Mosaic Advisory Partners
Broadmoor
A
|
| 5:10 p.m. - 6:00 p.m. | Breakout 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. |
 Reception and Exhibitor FairExhibit
Hall
|
| 7:00 p.m. - 10:00 p.m. |
 Celebrating our 30th - Dinner and Dance Broadmoor
A
|
