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Main Conference: November 1-3 | Advisor Summit Workshop: November 3-4
The Broadmoor | Colorado Springs, CO

BENEFACTORS

Calvert Research and Management

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.

Crossmark Global

Crossmark Global Investments is an innovative investment management firm that provides a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. We have a multi-decade legacy of specializing in responsible investment strategies. Founded in 1987, the firm is headquartered in Houston, Texas.

Dell Inc.

By creating social and environmental good as part of our everyday business objectives, Dell is creating a Legacy of Good. Our efforts are already starting to pay off – delivering real, measurable value for customers, communities and the planet. Learn more at legacyofgood.dell.com.

Domini Impact Investments

Domini Impact Investments LLC is an SEC-registered investment adviser that specializes exclusively in responsible investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. Domini manages three mutual funds: the Domini Impact Equity Fund (large-cap domestic equity), the Domini International Impact Equity Fund (large to mid-cap international equity), and the Domini Impact Bond Fund (U.S. intermediate term fixed income). Domini is responsible for the development and application of each fund’s social and environmental standards. In addition, we engage with companies in our equity fund portfolios to pursue ESG goals.

Eventide Fund

Eventide Mutual Funds are an opportunity for investors to preferentially invest in companies that we believe are creating compelling value for society, and aligning business practice with real human flourishing. Net assets in Eventide Gilead Fund, Eventide Healthcare & Life Sciences Fund, and Eventide Multi-Asset Income Fund exceed $2.3 Billion.

First Affirmative Financial Network

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.

Folio Institutional

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.

Matthews Asia

At Matthews Asia, we believe in the long-term growth of Asia. For over 25 years, we have pursued an active, fundamental approach to investing in Asia, placing a significant emphasis on corporate governance in making investment decisions. Independent and privately owned, Matthews Asia is the largest dedicated Asia investment specialist in the U.S.

Mirova

Mirova aims to provide clients with investment solutions that reconcile value creation goals with environmentally sustainable and socially conscious development over the long term.

Pax World Funds

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.

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