West Coast Regional Events | The SRI Conference

CORNONAVIRUS - IMPORTANT UPDATE

Over the last month we have been closely following updates from the Centers for Disease Control and Prevention (CDC), the Federal Government, and the state of California surrounding the novel coronavirus (COVID-19). The state of California is presently under a State of Emergency due to the virus.

Because your safety, and the safety of all who are associated with these events is our primary concern, we have made the difficult decision to postpone both our San Francisco (March 20, 2020) and Los Angeles (March 25, 2020) events to a later date.

If you have already registered for our San Francisco or Los Angeles March events, we will automatically apply your ticket to those events when they are rescheduled. We are working to reschedule both events as quickly as possible, and will notify you as soon as we have confirmed dates.

Please contact us at info@sriconference.com should you have any questions.

We sincerely regret any inconvenience this may cause.

Learn. Connect. Be inspired.

SRI San Francisco/SRI Los Angeles Preliminary Agenda*

9:30 am -10:00 am
Coffee and Registration

10:00 am – 10:30 am
Opening Remarks – Paula DeLaurentis, CEO, The SRI Conference & Community

10:30 am – 11:30 am
Investing in Communities for Positive Change
Michael Firestone, CFA, Fire Capital Management
Vivienne Hsu, LendDonate
Anna Mabrey, Calvert Impact Capital
Moderator: Julie Mahowald, Housing Trust Silicon Valley (tentative)

11:30 am – 1:00 pm
Lunch and a Movie – Igniting Impact – Presented by ImpactU

1:00 pm – 2:00 pm
Thematic Investing to Drive ESG Assets
Andrew Olig, Easton Vance/Calvert Research & Management
Erin Grey, Green Century
Marci Bair, Bair Financial (Los Angeles)
Moderator: Bob Helmuth, Impax Asset Management

2:00 pm – 3:00 pm
Advisor Best Practices
Paul Herman, Advisor, HIP Investor
TBA
TBA
Moderator: George Gay, First Affirmative Financial Network

3:00 pm – 4:00 pm
SRI Portfolio Construction Tools and Innovations
Danielle Fugere, As You Sow
Jen O’Connor, Morningstar
Scott Klimo, Saturna (Los Angeles)
Craig Churman, Saturna (San Francisco)
Moderator: Colin Rennich, Appleseed Capital

4:00 pm – 5:00 pm
The Future of Impact Investing: The Professional Athlete
Antonio Davis
Devean George
Sheryl Grant
Moderator: Danny Hughes, Athlete’s Influence

5:00 pm – 6:30 pm
Cocktails & Conversations

TBA – To Be Announced

*The SRI San Francisco and SRI Los Angeles agendas, including sessions and speakers, are subject to change without notice.

PLUS A SPECIAL APPEARANCE BY OUR
ALL-STAR PANEL OF FORMER PRO ATHLETES

Scheduled to appear in San Francisco are former pro athletes turned impact investors and philanthropists
Antonio Davis, Sheryl Grant, and Devean George, with panelists for Los Angeles to be announced.

LUNCH AND A MOVIE

Enjoy a special screening of the inspirational short film over lunch – Igniting Impact – presented by ImpactU!

Watch the exciting trailer for Igniting Impact!

What do you call it?

Sustainable investing	Socially responsible (SRI) investing	Impact investing
Responsible investing	Environmental social and corporate governance (ESG) investing	Values-based investing

Whatever you call it, it's growing exponentially and there's no better place than The SRI Conference events to learn from industry experts, network and collaborate with your peers so you can design your future in this $12+ trillion industry.

The SRI Conference and Community

The SRI Conference and Community’s mission is to drive ever-increasing capital to companies and organizations working for the common good, while delivering investors lasting financial, social, and environmental returns.

Through The Annual SRI Conference and our regional events, we provide a forum for year-round collaboration and communication among members of the sustainable, responsible, and impact, and environmental, social, and governance ecosystem as we work together to advance the deployment of financial resources for the greater good.

We carefully select our venues with their commitment to the environment, social responsibility, diversity, and corporate governance, and community engagement in mind. View Marriott International’s Serve360 report to learn more, including the company’s sweeping 2025 Sustainability & Social Impact Goals.