A Few of Our Past Attendees

A

A B Lawson Analytics, LLC
A Safe Haven
Aberdeen Standard Investments
Accern
ACCESS Medical Development
Access to Medicine Foundation
Ades Investment Counsel, Inc.
Adobe
Advantage Capital
Advisor Partners
Aegon Asset Management
Aeris
Aetos Capital
Affirmative Investment Management
AIO Financial
AJF Financial Services, Inc.
Aligned Investments
All Season Financial Advisors
Allen Media Group
AllianzGI Global Investors
Allied Asset Advisors
Allodium Investment Consultants
Alternative Investment Group
American Portfolios
Annaly Capital Management, Inc.
Aperio
Aperio Group
Apogee Wealth Advisors
Appleseed Capital
Arabesque Asset Management USA, Inc.
Arc Advisors
Arete Wealth Strategists, LLC
Aris (a division of AssetMark)
As You Sow
Ascendant Financial Solutions
Ashoka: Innovators for the Public
Asociacion UNACEM
Aspen Wealth Strategies
Asset TV
Athens Impact Socially Responsible Investments
Athos II Holdings
Atlanta Capital
Avalon Trust
Avenue Advisors
Axiom
Azzad Asset Management

B

B. Riley Wealth Management
Babcock Consulting
Bair Financial Planning
Balanced Rock Investment Advisors
Ballard Associates
Bambeco
Bank of America
Bank OZK
Barrons
Beacon Pointe Advisors
Benchmark ESG Consulting, LLC
Benefunder
Bentley University
Berkeley-Haas, Center for Responsible Business
Bessemer Trust Company, N.A.
Beyond Advisors - Vegan ETF
Birchwood Financial Partners
BlackRock
Blended Value Group
Bloom Squared
Bloomberg
Blue Hill Partners, LLC
Blue Summit Wealth Management
Blue Water Wealth
Blume Caoital
Bluprint Financial, LLC
BNY Mellon
Bon Appetit Management Company
Bond&Devick Wealth Partners
Boston Common Asset Management
Boston Impact Initiative
Boston Ujima Project
Boston University
BPP University
Brandeis University
Breckinridge Capial Advisors
Bridgelane Financial
BridgeLight Capital
Brighton Jones
Brooklyn Law School
Brown Advisory
Brown University
Bryant University
BSR
BSW Wealth Partners
B-tree.com
Buckingham Strategic Wealth
Burkhart & Co.
Buttfield & Associates

C

Calgary Foundation
California Energy Commission
Callan
CalPERS
CalSTRS
Calvert Impact Capital
CamberView Partners
Cambridge Associates
Cambridge Investment Research
Canadian Urban Sustainability Practitioners
Candriam Investors Group
Capital for Change
Capital Group Companies
Capital Impact Partners
Capital Sisters International
Capitonia Consultancy
Case Foundation
Catholic Christian Creations
CBIS
CDP North America
Centered Wealth
CENTRAL FINANCIAL SERVICES
Ceres
Change Finance
Charles Schwab Investment Advisory
Chilton Trust
Citi
City and County of Denver
City of Chicago
City of Colorado Springs
Citywire
Clarity Wealth Management, Inc.
Clean Production
Clean USA Power
Clean Yield Asset Management
Clearinghouse CDFI
CLS Investments
CNN
CNote
Colorado Capital Management
Colorado Financial Management
Colorado PERA
Colorado State University
Columbia Threadneedle
Columbia University
Common Interests
CommonBond Communities
CommonGood Capital
Commonwealth Financial Group
Communitas Financial Planning PBS
Community Capital Management
Confluence Financial Advisors
ConocoPhillips
Conscious Capital Wealth Management
Conscious Company Magazine
Conscious Creativity
Conservatives for Energy Freedom
Consiliaris
Constellation Earth
Consultant
CoolPoultry.com
CoPeace™ PBC
Core Capital Management
Cornerstone Government Affairs
CorpGov.net
Crestone Capital
Croatan Institute
Crosby Advisors
Crossbeam Capital
Crossborder Group, Inc.
Crossmark Global Investments
CSRHub and EKOS International
CSU
Culp & Kelly, LLP

D

Dana Investment Advisors
D'Annunzio Consulting Group
DB Consulting Firm
Dell Technologies

Deloitte
Delta International, LLC
Desmond Wealth Management

Destination Wealth Management
Domini Impact Investments
Don't Bank on the Bomb

E

E. Anthony Meetings & Events
Eagle Asset Management, Inc.
Earthly PBC
Eaton Vance
EcoEnterprises Fund
ECOTIERRA
EcoVest Capital
Effective Assets
El Paso County Economic Development Department
El Pomar Foundation
Electronic Industry Citizenship Coalition
Elliot Law Office
Ellwood
Empowered Investments
Enhanced Capital
Entelligent
Enterprise Community Partners
Envest Microfinance
Envestnet
Envision Solar
Epic Capital Wealth Management
EQIS
Equitable Food Initiative
ES Global Consulting
Etcetera Events
ETF Business Review
Etho Capital
Eventide Asset Management
Eventide Funds
Everence
Eye to Eye

F

FactRight, LLC
FAFN (Emeritus) and IEN
Fair Food Network
Fairport
Falcons Rock Impact Investments, LLC
Farmer Mac
Farmland LP
FEG Investment Advisors
Fidelity Investments
Fifth Element Fund
Financial Connections Group, Inc.
Financial Planning Association
First Affirmative Financial Network, LLC
First Heartland
First Peoples Investor Engagement Program
First Republic Bank
Flexible Plan Investments
Folio Financial, Inc.
Folio Institutional
Folio Investing
Fondaction
FOR Investment Partners
Foreside Financial Group
Forever Forests
Fresh Source Capital
Friends of the Earth
Fund Evaluation Group
Fund Votes Research
FundX Investment Group
Future 500
Future Super

G

GAMCO
Gary Community Investments
GCA Investment Management
GHP Investment Advisors, Inc.
Gitterman Wealth Management
Glass, Lewis & Co.
Glassman Wealth Services
Global Impact Investing Network (GIIN)
Global Witness
GMO, LLC
Gould Asset Management, LLC
Grantham, Mayo & van Otterloo
Great Lakes Advisors
Greater Milwaukee Committee
Green Alpha Advisors, LLC
Green America
Green Building Alliance
Green Canopy, Inc.
Green Century Capital Management
Green Retirement, Inc.
Greenbacker Capital
Greenline Ventures
GreenMoney Journal
Greentech Capital Advisors
Greenvest
GRID 202
GuideStone
Gump and McHugh Asset Management
Gurtin Municipal Bond Management

H

Habitat for Humanity International
Hansen’s Advisory Services, Inc.
Harrington Investments
Harvard University
Hathaway Financial Services
Heart Strong Wealth Planning
Heron Wealth
High Impact Investments
HIGHLAND Financial Advisors, LLC
Highwater Wealth Management
HIP Investor Ratings + Portfolios
Honeycomb Financial, LLC
Horizons Sustainable Financial Services
Housing Partnership Network
How Women Invest
Humane Investing, LLC

I

IAR First Affirmative
ICCR
IdealRatings
IFS Advisory, LLC
Illuminated Funds Group
Impact America Fund
Impact Investors, Inc.
ImpactAssets
ImpactUs Marketplace
Impax Asset Management
Imperial College London
Imvest
Incapital, LLC
Independent Board Director
Individual Investor
Inside Information
Intel Corporation
Intentional Endowments Network
Interfaith Center on Corporate Responsibility
Investment News
Investor Environmental Health Network
Iroquois Valley Farmland REIT, PBC
ISS

J

Jantz Management, LLC
Janus Henderson Investors
Japan Exchange Group, Inc.
Jarislowsky Fraser Global Investment Management
Jarmusz & Associates
Jewish Community Foundation
JLL
John Hancock Investments
Jones Lang La Salle Incorporated
Joyce Moore Financial Services
JPMorgan
JPS Global Investments
JSA Financial Group
Just Invest
Just Money Advisors

K

Karner Blue Capital
KBI Global Investors
Kennebec Wealth Management
Kennedy Capital Management
KMF Advisors
Krilogy Financial
Krystala SRI

L

LAGODA im
Lander Advisory
Lazarus Financial Planning
Legal & General Investment Management America
LENDonate
Local enterprise Assistance Fund
LOHAS Capital
LongView Asset Management, LLC
Longview Strategies
Los Angeles Capital Management
Low Income Investment Fund
Loyola Marymount University in Los Angeles
LPL

M

Mackenzie Investments
Magni Global Asset Management
Maguire Wealth Management
Malk Partners
Manchester Capital Management
Marriott International
Martin Capital Partners
Mason & Associates, Inc.
Massachusetts Institute of Technology
Matthews Asia
Matthews International Capital Management, LLC
MBC Strategic
McCartney Wealth Management, LLC
MCE Social Capital
Memnosyne Institute
Mercy Investment Services, Inc.
Merrill Lynch
MFG Asset Management
MicroVest Capital
Middle Mtn Tax Services
Miller Howard Investments, Inc.
Mirova
Mission Driven Finance
MML Investor Services
Money With A Mission
Mont Wealth Financial Advisors
Montcalm TCR
Moody's
Morgan Stanley
Morningstar
Mother Jones
Motley Fool Wealth Management
MSCI, Inc.
Multi-Ventures, Inc.

N

National Audubon Society
Natixis
Natural Investments, LLC
NEI Investments
Neuberger Berman
New Outlook Financial, LLC
New Resource Solutions
New Summit Investments
Newground Social Investment, SPC
Nia Impact Advisors
Nicole DeCosta Media
Niskanen Center
North Sky Capital
Northeastern University
Northern Trust
NorthFork Financial
Northill Capital
NorthStar Asset Management, Inc.
Nottingham Advisors
NRG Energy Inc.
Nuveen

O

Odlum Brown Limited
OFI Global
Oikocredit
Okapi Partners
Old Peak Finance
OMERS Sponsors
OMERS Sponsors Corporation
Oneida Nation
Oneida Trust Enrollment Committee
Oppenheimer Funds
Opportunity Finance Network
Orange County Employees Retirement System
Oregon BEST
Organic Trade Association
OWLshares
Oxfam America

P

Pacific Western Asset Management
Paracle Advisors
Parametric Portfolio Associates
Parnassus Investments
Pathstone Federal Street
Paul Ellis Consulting
Pax for Peace
Pax World Mutual Funds
Peace Boat Ecoship
PeakChange
Perella Weinberg Partners
Pi Wealth Plan
Pinnacle Associates
Planning Within Reach, LLC
Plum Alley
PNC Asset Management Group
PNM Resources
Poling Investments, LLC
PPM America
Praxis Mutual Funds
Presidential Brokerage
Presidio Graduate School
Prime Buchholz
Principal Global Investors
Principled Investing, LLC
Principles for Responsible Investment
Private Client Wealth Advisors, LLC
Private Wealth Manager
Progressive Asset Management
Providence St. Joseph Health System
Proxy Impact
Public Citizen
Putnam Investments
PVBLIC Foundation

Q

QBOX Fiduciary Solutions

R

Rachel's Network
Rainbow Investment Solutions
Rainforest Action Network
Raub Brock
Raymond James & Associates
RBC Global Asset Management (U.S.)
RBC Wealth Management
RCONSULTING LTD
Real Impact Tracker
Regis University
Reinvestment Fund
Renaissance Wealth Management
Renewal Funds
Reservoir Financial, LLC
Responsible Sourcing Network
Retired
Retirement Plan Consultants
Revalue
Reynders, McVeigh Capital Management
RI Strategy
RIBERA Investment Management, LLC
RightPath Investments & Financial Planning
Rise Financial
Riverbridge Partners
Rockefeller & Co.
Rossetti Foundation
Rowling & Associates, LLC

S

S&P Dow Jones Indices
S&P Global
Sage Advisory Services
Sage Stone Wealth Management
SAI
Salient Partners
San Diego Business Journal
San Diego Wealth Management
Sankala Group
Santa Barbara County ERS
Sarah Cleveland Consulting
Sarasin Asset Management
SASB (Sustainability Accounting Standards Board)
Saturna Capital
Schwab Charitable
Scopia Capital Management
SDG Heroes
Securian Financial
SEG
SEI Investments
Self employed
Self-Help Federal Credit Union
Sempra Energy
SerenityShares Impact ETF
Seven Generations Investing, LLC
SHARE & Fund Votes
Shared Capital
Shared Interest
Shareholder Rights Group
SharePower Responsible Investing, Inc.
Shelton Capital Management
Shift
Shine Investment Advisory Services
SICM
Sierra Club Foundation
SignatureFD
Sikich LLP
Silicon Valley Blockchain Society
Silver Oak Advisory Group
Simmons Bank
Simon Property Group
Simpson Estates, Inc.
Sisters of Providence
Sisters of St. Joseph of Peace
SKBA Capital Management, LLC
Skye Advisors
S-Network Global Indexes
SNW Asset Management
Sobin Capital
SOCAP
Social Accountability International
Social Equity Group
SOCIAL HSA
Social Impact Strategies Group
Social(k)
Solomon Hess Capital Management
Solutions With Sonya
Source Media
Southern Research
Sovereignty First
Spring Pond Partners
SQN Venture Partners
SRI Conference & Community
SRI Investing, LLC
SRI Planning and Investments
SRIC&C
St. Louis University
Stake PBC
Stakeholders Capital, Inc.
Stance Capital
Starks Financial
State Street Global Advisors
Steele Financial Services
Stonepath Wealth Management
Stop Our Annihilation
Strandberg Consulting
Strategic Investor Radio
Stress & Business Consulting
Sugarbush Valley, LLC
Summit Strategies Group
Suncor Energy Inc.
Sunwealth Power, LLC
Sustainable Investments Institute (Si2)
Sustainable mPact
Sustainable Wealth Advisors
Sustainable Soundtracks
Sustainalytics
SUSTAINATOPIA
SVA Plumb Financial
Swell Investing
Symverse
Syntinsic
Syntrinsic Investment Counsel

T

T. Rowe Price
Tablecloth, Inc.
TC Wealth Partners
TCI Wealth Advisors
TD Asset Management
Terra Alpha Investments, LLC
TerraCycle US Inc.
Texas A&M
Texas Presbyterian Foundation
The Alliance Center
The Broadmoor
The Capital Group Companies
The Caprock Group
The College for Financial Planning
The Community Development Trust
The Financial Team, Inc.
The Gazette
The Global Impact Investing Network
The Institute for Wealth Management
The John A. Becker Company
The John D. and Catherine T. MacArthur Foundation
The Kresge Foundation
The Memnosyne Institute
The Natural Wealth Conservancy
The Oak Tree Group
The Pacific Wealth Group - UBS
The Prospect Fund
The Rise Fund
The Shift Project
The Social Yield
The SRI Conference
The Strebel Planning Group
The Wealth Consulting Group
The World bank
TheStreet.com
Thielen & Associates, Inc.
THL Credit
Thornburg Investment Management
Threshold Group
Thrivent Financial
TIAA
Tideline
Tides Foundation
Tiedemann Advisors
TIIP - The Investment Integration Project
Tokyu Fudosan Holdings Corporation
Tompkins Wealth Management
Tora Trading Services
Touchstone Funds
Trailhead Wealth Management
Transamerica Asset Management
Transformative Wealth Management, LLC
Travois
Trident Wealth Management
TriLinc Global
Trillium Asset Management
Trinity Wall Street
Trucost, S&P Global
Truvalue Labs
Tumbleweed Tiny House Company
Tyler, Simms, & St. Sauveur, CPAs

U

U.S. Securities and Exchange Commission
UBS Financial Services, Inc.
Ulrich Investments
Ultimus Fund Solutions
UN Fund for International Partnerships
Union of Concerned Scientists
United Church Funds
United Nations Foundation
University of California, Berkeley
University of Colorado Denver
University of Michigan
University of North Carolina - Asheville
University of San Diego
University of Toronto
University of Wisconsin
UNPRI Academy
US Bank
US SIF

V

ValuesAdvisor
Vanderbilt Financial Group
Vanderbilt Securities
Vedika Credit Capital Limited
Vert Asset Management
Vestnomics Wealth Management
VIA Folio
Village Capital

W

Waddell & Reed
Wakefield Asset Management
Walden Asset Management
Wall Street Speaking
Wasmer Schroeder and Company
Wealth Logic
Well Written Consulting
Wellington Management
Wells Fargo
Welltower, Inc.
Wespath Investment Management
West Texas A&M University
Western International Securities
Westmount Asset Management
Wharton, University of Pennsylvania
Whole Earth Investments
Wilmington Trust Investment Advisors
Wilshire Associates, Inc.
Windy Hill Ventures, Inc.
Wisdom Capture
Work Capital
Working America
World Asset Management
World Business Academy
Wunder Capital

Y

Yale University

Z

Zenia Group
Zevin Asset Management
Zoma Capital

#

1908 Capital, LLC
1919 Investment Counsel
3BL Media