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.
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.
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.
Watch the exciting trailer for Igniting Impact!
Sustainable investing |
Socially responsible (SRI) investing |
Impact investing |
Responsible investing |
Environmental social and corporate governance (ESG) investing |
Values-based investing |
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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.
ImpactU is a documentary film, podcast and media company with impact investing and purposeful entrepreneurship at the heart of our platform. We provide students, entrepreneurs, advisors and investors with unique opportunities to increase their knowledge of impact through videos, podcasts and interactive media. Our recently released documentary film “Igniting Impact” highlights the inspirational stories of 8 entrepreneurs using the United Nations Sustainable Development Goals (SDGs) as a framework to solve some of the world’s greatest challenges with their businesses. “Igniting Impact” has been shown globally in venues ranging from arts cinemas, film festivals, the United Nations, conferences, higher educational programs, and is now included in the fulltime curriculum at Babson College. In the Fall, ImpactU will launch a VR arena geared towards providing immersive experiences for investors. Interact with ImpactU at www.ImpactU.me.
Appleseed Capital is the institutional arm of Pekin Singer Strauss Asset Management, a Chicago based asset manager founded in 1990. Appleseed Capital strategies employ a go-anywhere value approach that integrate Environmental, Social and Corporate Governance (ESG) criteria with Global Value and Long/Short Global Value offerings. Find out more at http://www.appleseedcapital.com/
Calvert Research and Management is a global leader in Responsible Investing. Calvert helps investors see financial potential through the lens of environmental, social and governance (ESG) factors. Their mission is to deliver superior long-term performance to clients and enable them to achieve positive impact. Find out more at https://www.calvert.com/
Folio Institutional provides custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets. Our patented online brokerage and investing solutions enable advisors to manage thousands of client accounts, implement diversified investment strategies, manage tax liabilities, and fully integrate billing, performance reporting, and other services. Find out more at https://info.folioinstitutional.com/
First Affirmative is a registered investment advisor offering Sustainable Investment Solutions™ to socially conscious individuals and institutional investors. Working through a nationwide network of qualified investment professionals, we integrate mission and values into a custom portfolio management process designed to meet the unique needs of each client. Find out more at https://www.firstaffirmative.com/
Green Century offers three environmentally and socially responsible mutual funds. Through fossil fuel free investing and our three-pronged approach of sustainable investing, active shareholder advocacy, and support of environmental and public health non-profits we work to curb climate change, improve environmental policies, and limit environmental impacts of company supply chains. Find out more at https://www.greencentury.com/
Pax World Funds (“Pax”) are advised by Impax Asset Management LLC, formerly Pax World Management LLC, a pioneer in the field of sustainable investing. Pax offers a diverse lineup of mutual funds focused on the risks and opportunities arising from the transition to a more sustainable global economy. Each fund integrates environmental, social and governance (ESG) research into the investment process to better manage risk and deliver competitive long-term investment performance. Since 1971, Pax has made it possible for investors to pursue financial returns while having a positive social and environmental impact. Find out more at https://impaxam.com/
Saturna Capital, manager of the Amana, Saturna Sustainable, Sextant, and Idaho Tax-Exempt funds, uses years of investment experience to aid investors in navigating today's volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income, and preserve capital. Find out more at https://www.saturna.com/
Founded in 1982, Trillium Asset Management, LLC is the oldest investment advisor devoted exclusively to Sustainable and Responsible (SRI) investing. Throughout our history, our overarching goal has been to seek to provide competitive financial returns for clients, while helping them leverage the power of their assets to seek to create concrete positive social and environmental change. We strive to achieve this through an integrated approach that includes environmental, social, and governance (ESG) criteria, shareholder advocacy, proxy voting, and public policy involvement. Trillium offers a lineup of Sustainable and Responsible SMA and Mutual Funds. Find out more at https://trilliuminvest.com/
Sponsorship space at our regional events is limited. If you are interested in becoming a sponsor of SRI2020, contact us here.
©2020 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.
Folio Financial, Inc, and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, “Goldman Sachs”) are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.
All tickets purchased are subject to the terms and conditions set forth at here. Please carefully review all terms and conditions prior to purchasing tickets.