Agenda | The SRI Conference

Pre-Conference: Advisor Summit Workshop
Tuesday, November 12, 2019
Time	Event
7:30 a.m. - 6:00 p.m.	Conference Registration / Information Desk Open
7:30 a.m. - 8:15 a.m.	Continental Breakfast Colorado Hall D/E
8:15 a.m. - 9:45 a.m.	The Future of Fiduciary... is not Fiduciary* Don Trone - Director, Behavioral Governance Society Colorado Hall A/B
9:50 a.m. - 11:00 a.m.	Advisor Update: 2019–2020 and Beyond George R. Gay - CEO, First Affirmative Colorado Hall A/B
11:00 a.m. - 11:15 a.m.	Break Colorado Hall Pre-Function Area
11:15 a.m. - 12:25 p.m.	The First Affirmative Digital Wealth Services Platform: Enhancing Advisor – Client Interaction Theresa Gusman - CIO, First Affirmative David Roth - Financial Planner, Gorge Sustainable Investing Pam Stamper-Brandt - Owner, Seven Generations Investing, LLC Gary Matthews - Financial Advisor, SRI Investing, LLC Colorado Hall A/B
12:30 p.m. - 1:30 p.m.	Buffet Lunch Colorado Hall D/E
1:30 p.m. - 2:30 p.m.	Advisor Summit Workshops Decumulation: Living on Your Investments in Retirement* Geoff Considine - Folio Financial Colorado Hall A/B TBA Colorado Hall C Investing in Asia: Leadership & Opportunity in the Age of Trump* Vivek Tanneeru - Matthews Asia Colorado Hall F
2:40 p.m. - 3:40 p.m.	Advisor Summit Workshops The Case for and Against Individual Bonds for Retail Clients* Jason Stuck - Northern Capital Securities Corp. Joyce Huang - American Century Investments Colorado Hall A/B Using ESG Products in Retirement Plans Jim Roach - Natixis Investment Managers Todd Kading - Leafhouse Financial Rob Thomas - Social(k) Colorado Hall C Advocacy Basics: Climb the Learning Curve, Get Inspired and Enhance Client Relationships Holly Testa - First Affirmative Leslie Samuelrich - Green Century Management Tom Simunovic - Trillium Investments Colorado Hall F
3:40 p.m. - 3:55 p.m.	Break Colorado Hall Pre-Function Area
4:00 p.m. - 5:00 p.m.	Advisor Summit Workshops How I Spent My Summer Vacation: First Affirmative's Intern Experiences Kaitlyn Mitchell - First Affirmative Alexander Cote - First Affirmative Colorado Hall A/B Social Media Skills for the Advisor Victor Orozco - Bair Financial Planning Colorado Hall C Investing in Asia: Leadership & Opportunity in the Age of Trump* Vivek Tanneeru - Matthews Asia Colorado Hall F
5:10 p.m. - 6:10 p.m.	Advisor Summit Workshops Decumulation: Living on Your Investments in Retirement* Geoff Considine - Folio Financial Colorado Hall A/B The Case for and Against Individual Bonds for Retail Clients* Jason Stuck - Northern Capital Securities Corp. Joyce Huang - American Century Investments Colorado Hall C Advocacy in Action: New Tools and Engagement Opportunities for Advisors and Clients Holly Testa - First Affirmative Sean Martin - ISS Gabe Rissman - Your Stake PBC Colorado Hall F
7:00 p.m. - 9:00 p.m.	Dinner and Recreation at Whirlyball! Off-site: Whirlyball (3971 Palmer Park Blvd., Colorado Springs, CO 80909) Bus transportation provide to/from Offsite
9:15 p.m.	Buses return to hotel

The SRI Conference at the intersection Of SRI & ESG

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