The SRI Conference & Community Webinar Series

 Webinar Series

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Flexing Muscles Beyond the Game and into the Community 

Professional Athletes Transforming People's Lives

Featuring:

  • Warrick Dunn, Founder, Warrick Dunn Charities
    3X NFL All-Pro Running Back, Atlanta Falcons, Tampa Bay Buccaneer
    2019 Recipient of Sports Illustrated Muhammed Ali Legacy 
  • Devean George, President & CEO, George Group North
    Executive Director, Building Blocks
    3X NBA World Champion with Los Angeles Lakers

Moderated by: Dan Hughes,Creator of Athletes on Impact and Co-Founder/Partner of LOHAS Advisors.
Hosted by: Paula DeLaurentis, CEO SRI Conference & Community

Date: Wednesday, July 8, 2020
Time: 1:00pm EST

Join us to hear these inspiring leaders share their journey from pro-athlete to impact investor. Warrick and Devean will also provide insight into their organizations’ work and discuss how priorities have shifted in the aftermath of COVID-19 and other issues affecting society in 2020.

See you on Tuesday, July 8th at 1pm!

REGISTER NOW

 

SRI: Extraordinary Times for ESG Investing

Presented by: George R. Gay, CEO, First Affirmative
Featuring: John Streur, CEO, Calvert Research and Management
Date: Tuesday, June 23, 2020
Time: 12:00pm (Noon) EST

Join us to hear these SRI/ESG experts explain the game-changing outcomes in the aftermath of COVID-19 and other issues effecting society in 2020. You’ll get the chance to ask questions as they provide insights on:

  • Surprising performance of ESG during pandemic
  • Residential eviction programs ending, now what?
  • New community development initiatives

See you on Tuesday, June 23 at 12:00pm!

View the Webinar
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SRI: How to Have the Conversation

Presented by: Patrick Drum, MBA, CFA®️, CFP®️, of Saturna Capital
Date: September 18, 2019
Time: 2 p.m. to 3 p.m. EST
 
We get it. Sustainable, responsible, and impact (SRI) investing is new territory for many advisors. And that can keep them from having the talk they should have with their clients around this $12+ trillion investment movement. 
 
This webinar features Patrick Drum, portfolio manager with Saturna Capital, who shares a simple, but highly effective framework to help you have the most productive conversations with your clients around SRI, such as:
  1. Knowing who your best prospects are for SRI
  2. Understanding the 4 key SRI conversation-opening opportunities
  3. Using a values matrix to guide your conversation
  4. PLUS: The power of the “Sustainability Smile” 
You don’t want to miss this chance to learn about the simple, but powerful steps you can take to build your business through SRI.

View the Webinar

 

SRI: Your Unique Value Proposition

Presented by: Theresa Gusman, CIO of First Affirmative
Date: August 7, 2019

Tune in for actionable insights for growing your business that can only come from an exclusive focus on advisors:

  • Understanding your ideal prospects for SRI/ESG
  • Crafting the right message for each type of prospect
  • Choosing the best SRI/ESG investment options for each client

View the Webinar
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Webinar Replay

SRI: Your Unique Value Proposition

Presented by: Theresa Gusman, CIO of First Affirmative
Date: August 7, 2019

Tune in for actionable insights for growing your business that can only come from an exclusive focus on advisors:

  • Understanding your ideal prospects for SRI/ESG
  • Crafting the right message for each type of prospect
  • Choosing the best SRI/ESG investment options for each client

×
Webinar Replay

How to Have the Conversation

Presented by: Patrick Drum, MBA, CFA, CFP
Date: September 18, 2019

This webinar features Patrick Drum, portfolio manager with Saturna Capital, who shares a simple, but highly effective framework to help you have the most productive conversations with your clients around SRI, such as:
  1. Knowing who your best prospects are for SRI
  2. Understanding the 4 key SRI conversation-opening opportunities
  3. Using a values matrix to guide your conversation
  4. PLUS: The power of the “Sustainability Smile” 

×
Webinar Replay

SRI: Extraordinary Times for ESG Investing

Presented by: George R. Gay, CEO, First Affirmative
Date: Tuesday, June 23, 2020

Join us to hear these SRI/ESG experts explain the game-changing outcomes in the aftermath of COVID-19 and other issues effecting society in 2020. You’ll get the chance to ask questions as they provide insights on:

  • Surprising performance of ESG during pandemic
  • Residential eviction programs ending, now what?
  • New community development initiatives