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November 1–3, 2018 | The Broadmoor | Colorado Springs, CO
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2017 CONFERENCE AGENDA 

The 2017 SRI Conference program offered thought-provoking discussions on the current state and future of SRI investing. 

Wednesday, November 1, 2017

8:00 am - 7:15 pm
Conference Registration / Information Desk Open
8:00 am - 11:00 am
Sponsor Setup in the Exhibit Hall
Mobile App Training with Sponsors
8:30 am - Noon
Fundamentals of Sustainable and Responsible Investment Course

The Center for Sustainable Investment Education, US SIF Foundation

~ Separate Registration Required. ~

11:00 am – Noon
NEW PARTICIPANT ORIENTATION
Sponsored by John Hancock Investments
Noon – 1:30 pm
meal
BUFFET LUNCH
Welcome!
1:30 pm – 2:00 pm
OPENING KEYNOTE

The Purpose of Capital

Speaker(s): Jed Emerson
2:15 pm - 3:05 pm
breakout
Direct Impact Investing: "Alternative Investments" in the Impact Space
Speaker(s): Blaine McLaughlin, Rachel Reilly Carroll, Liz Sessler, Scott Smith
2:15 pm - 3:05 pm
breakout
ESG Integration Across Asset Classes: Equity Indexes, Green Bonds, and Private Equity
Speaker(s): Thomas Kuh, Ryan Miller, Jeff Scheer, Sarah Wilson
2:15 pm - 3:05 pm
breakout
Impactful Matchmaking: How Advisors First Talk About Impact with Clients
Track: Shareowner Advocacy
Speaker(s): Stephanie Cohn Rupp, Lawrence Ford, Rehana Nathoo, Ben Thornley, Wendy Walker
2:15 pm - 3:05 pm
breakout
Powering Forward: Leveraging Demand to Create a Clean Energy Economy
Track: Impact Investing
Speaker(s): Mona Benisi, Stu Dalheim, Steven Heim, Davida Heller
2:15 pm - 3:05 pm
breakout
The Convergence of U.S. / Mexico Trade and Demand for Organic Products
Speaker(s): Laura Batcha, Carlos Fuentes, Kenn Morris
3:20 pm - 3:40 pm
Calvert Research and Management: A Tool for Change - Calvert Shareholder Engagement
3:20 pm - 3:40 pm
Eventide: Opportunities in Yieldcos
3:20 pm - 3:40 pm
First Affirmative Financial Network: The Data Economy: A New SRI Frontier
3:20 pm - 3:40 pm
Matthews Asia: ESG Investing in Asia: Leadership and Opportunity in the Age of Trump
3:20 pm - 3:40 pm
Nuveen - Engaging with Clients and Incorporating ESG Strategies: An Interactive Discussion
3:40 pm - 4:10 pm
Break
Sponsored by Praxis Mutual Funds
4:10 pm - 5:00 pm
breakout
Cutting Edge Metrics: Next Generation Impact Monitoring for Listed Equity Portfolios
Speaker(s): Lisa Beauvilain, Kirsty Jenkinson, Kelly McCarthy, Danielle Reed
4:10 pm - 5:00 pm
breakout
Investing in the Power of Inclusion
Track: Impact Investing
Speaker(s): Victoria Fram, Deborah Jackson, Erika Pagel
4:10 pm - 5:00 pm
breakout
Stewardship, Sustainability, and the Metrics of Materiality
Speaker(s): Rinaldo Brutoco, Kurt Lieberman, Mark Regier, John Streur
4:10 pm - 5:00 pm
breakout
The Cost of a Climate Change Comb-Over
Speaker(s): Molly Betournay, Chris Davis, Emily Kreps, Glen Yelton
4:10 pm - 5:00 pm
breakout
What Every Advisor Should Know About Running a Successful SRI / ESG Practice
Speaker(s): Lazetta Braxton, Sonya Dreizler, Bruce Herbert, Shane Yonston
5:00 pm - 6:00 pm
meal
Dinner
Sponsored by Domini Impact Investments
7:00 pm - 7:20 pm
George Gay: Integrity Is How You Behave When No One Is Looking
Speaker(s): George Gay
7:20 pm - 7:30 pm
The SRI Conference: Looking Forward
Speaker(s): Steve Wallman
7:30 pm - 8:10 pm
OPENING NIGHT PLENARY

"Sustainable Development Goals (SDGs): Roadmap to a Truly Sustainable Future"

Speaker(s): Patsy Doerr, Sergio Fernandez de Cordova, Priya Mathur, Amber Nystrom, Jeff Gitterman
8:10 pm - 8:30 pm
Earth Rise
Speaker(s): Ron Garan, Jr.
8:30 pm - 8:40 pm
VERY SPECIAL SURPRISE PERFORMANCE
Speaker(s): Tim Fain
8:30 pm - 9:45 pm
Ice Cream Social
Sponsored by Pax World Investments

Thursday, November 2, 2017

7:30 am - 6:00 pm
Conference Registration / Information Desk Open
7:30 am - 8:45 am
meal
Special Breakfast Session: Viva the Revolution! What Women and Millennials Want!
Speaker(s): Colborn Bell, Donna Morton, Melanie Pease-Davidson, Stephanie Wilson
7:30 am - 8:45 am
meal
Special Breakfast Session: US SIF Member Breakfast
7:30 am - 8:45 am
meal
Breakfast
Sponsored by Parnassus Investments
8:45 am - 9:20 am
Gooood Morning, San Diego!
9:20 am - 10:15 am
Engaging Conservatives on Climate: Completing the Puzzle for Climate Activism
Speaker(s): Matt Anderson, Debbie Dooley, Bill Shireman, Jerry Taylor
10:15 am - 10:30 am
Marc de Sousa-Shields: May the Gods, Great and Small, Bless SRI Pioneers One and All
Speaker(s): Marc de Sousa-Shields
10:30 am - 11:00 am
Break
Sponsored by Saturna Capital
11:00 am - 11:50 am
breakout
Conflict-Free Minerals: Promoting Transparency and Human Rights in the Supply Chain
Track: Shareowner Advocacy
Speaker(s): Bennett Freeman, Patricia Jurewicz, Carly Oboth, Marianna Smirnova
11:00 am - 11:50 am
breakout
ESG Data / Ratings: New Kids on the Block
Speaker(s): Kumesh Aroomoogan, Susan Lundquist, Amisha Parekh, Ben Webster
11:00 am - 11:50 am
breakout
Guiding Foundations Toward Mission Alignment and Positive Impact
Speaker(s): Mark Collins, Nelli Garton, Kristin Hull, David Lynn
11:00 am - 11:50 am
breakout
Inequality, Sustainability, and Board-Level Accountability
Speaker(s): Annalisa Barrett, Suzanne Fallender, Carly Greenberg, Ric Marshall, Coro Strandberg
11:00 am - 11:50 am
breakout
Is SRI Part of Your Brand? Formalizing Your Message with Clients and the Marketplace
Speaker(s): Paul Ellis, Ian McLeod, Kathy Stearns, Evan Zall
12:05 pm - 12:25 pm
Folio Institutional
12:05 pm - 12:25 pm
Gary Community Investments: Catalyzing Investment in Our Youngest Children
12:05 pm - 12:25 pm
JLL: Looking for ROI in All the Wrong Places? How Real Estate Drives Productivity
12:05 pm - 12:25 pm
Pax - Global Thematic Investing at Pax World
12:05 pm - 12:25 pm
Praxis Mutual Funds: Five Things Every Advisor Should Know About Mutual Fund SRI/ESG Rating
12:25 pm - 1:30 pm
meal
Lunch
Sponsored by Mirova
1:30 pm - 1:45 pm
Moskowitz Prize Award Presentation
1:45 pm - 2:00 pm
Alice Tepper Marlin: Investing for a Better World: From Vision to Impact to Disruption
Track: ESG Integration / Portfolio Management
Speaker(s): Alice Tepper Marlin
2:00 pm - 2:40 pm
Beware the Major Carbon Polluters! Science for a Healthy Planet and a Safer World
Speaker(s): Brenda Ekwurzel
2:55 pm - 3:45 pm
breakout
Active and Passive, International and Domestic: ESG Integration at the Portfolio Level
Speaker(s): Colleen Denzler, Karina Funk, Jessica Huang, Taham Mahimwalla
2:55 pm - 3:45 pm
breakout
Diversity on Boards: Beyond the Statistics, Into the Boardroom and Into Your Practice
Speaker(s): Brenda McCabe, Mary Hartman Morris, Kristen Sullivan
2:55 pm - 3:45 pm
breakout
Measuring the Impact of Shareowner Advocacy
Speaker(s): Paul Hilton, Josh Humphreys, Nadira Narine, Leslie Samuelrich
2:55 pm - 3:45 pm
breakout
Place-Based Investing: Catalyzing Community Development
Speaker(s): Angela Barbash, Doug Bystry, Vince Siciliano, Bill Stoddart
2:55 pm - 3:45 pm
breakout
Responsible Investment Research: The Latest and Greatest
Speaker(s): Caroline Flammer, Lloyd Kurtz
4:00 pm - 4:20 pm
Dell: Dell Technologies: One Year In
4:00 pm - 4:20 pm
Domini: Domini and Friends of the Earth: A Conversation About Forestry Crime
4:00 pm - 4:20 pm
John Hancock - Re-paving the BRICS: How ESG Unlocks End-Market Growth in Emerging Markets
4:00 pm - 4:20 pm
Mirova: Determining Compliance with a 2° Global Warming Scenario
4:00 pm - 4:20 pm
S&P Dow Jones Indices: The Implementation Guide to ESG
4:20 pm - 5:00 pm
Break
Sponsored by Trillium Asset Management
5:00 pm - 5:45 pm
Sunrise from the West: California's Leadership in the Low Carbon Economy
Speaker(s): David Hochschild, Ken Locklin
5:45 pm - 6:15 pm
Industry Pioneer Presentations: Geeta Aiyer; Rinaldo Brutoco

Speaker(s): Geeta Aiyer, Rinaldo Brutoco
6:15 pm - 6:30 pm
EthicMark Awards Presentation
6:30 pm - 9:30 pm
meal
Dinner Reception / Exhibitor Fair
Sponsored by Calvert Research and Management

Friday, November 3, 2017

7:45 am - 9:10 am
meal
Breakfast / Topic Tables
Breakfast is sponsored by Matthews Asia
8:00 am - 2:00 pm
Conference Registration / Information Desk Open
9:10 am - 9:35 am
Centennial Ballroom
Sneak Peek: The SRI Conference in 2018
9:35 am - 9:50 am
Matthew Weatherley-White: The Inevitable: Earthquakes, Tsunamis & the Future of the Capital Markets
Speaker(s): Matthew Weatherley-White
9:50 am - 10:40 am
Mapping the Future of Responsible Investing
Speaker(s): Katie Schmitz Eulitt, Anna Snider, John Streur
10:40 am - 11:10 am
Break
11:10 am - Noon
breakout
How to Differentiate Yourself in the Age of Robos
Speaker(s): Bob Veres, Greg Vigrass
11:10 am - Noon
breakout
Investing for a Better World: How the SDGs Are Reshaping Companies and Investing
Speaker(s): Will Kennedy, Holly Ruxin, Scott Sacknoff, Steve Schueth
11:10 am - Noon
breakout
Know What You Own: Truth Beyond the Facade
Speaker(s): Andy Behar, Paige Chapel, Cynthia Figge, Bob Helmuth
11:10 am - Noon
breakout
Shareholder Advocacy and Sustainable Agriculture: Let's Talk About the Workers
Speaker(s): Maisie Ganzler, Adam Kanzer, Marissa LaFave, Peter O'Driscoll
11:10 am - Noon
breakout
The Governance of Climate Change Disclosure
Speaker(s): Ophir Bruck, Dina Ciarmatori, Chris McKnett, Arlene Strom, Shila Wattamwar
Noon - 1:00 pm
meal
Lunch; 2017 SRI Service Award Presentation
Sponsored by Vert Asset Management
1:00 pm - 1:50 pm
Closing Plenary: Exorcising Incrementalism, Moonshots and Mavericks Moving Mountains
Speaker(s): Jed Emerson, Ron Garan, Jr., Amber Nystrom, Holly Ruxin, Mary Ann Thompson-Frenk, Matthew Weatherley-White
1:50 pm - 2:00 pm
Wrap Up and Appreciations
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