The SRI Conference & Community Webinar Series

Webinar Series

The Power of LGBTQ Investing

The Power of LGBTQ+ Investing: Driving Diversity, Inclusion and Change

Our panelists – three pioneers in LGBTQ+ issues in business, sports, and policy – will be discussing the power of LGBTQ+: driving diversity, inclusion, and change through investing.

Featuring:

  • Barney Frank
    Board Member, LGBTQ Loyalty | Former US Representative (1981-2013)
  • Bobby Blair
    Former Professional Tennis, Founder of LGBTQ Loyalty
  • Billy Bean
    Vice President and Special Assistant to the Commissioner, Major League Baseball

Moderated by: Dan Hughes, Creator of Athlete's Influence and Co-Founder/Partner of LOHAS Advisors.
Hosted by: Paula DeLaurentis, CEO, SRI Conference & Community

Date: Tuesday, October 27, 2020
Time: 1:00pm EST

See you on Tuesday, October 27th at 1pm!

Impax Webinar

Sustainable Solutions for an Economy in Transition

Featuring:

  • Julie Gorte Ph.D.
    SVP, Sustainable Investing, Impax Asset Management
  • David Loehwing
    VP, Sustainable Investing
  • Andrew Braun
    Portfolio Manager, PAX Large Cap

Moderated by: Emily Lee, VP of Business Development, Impax Asset Management
Hosted by: Paula DeLaurentis, CEO, SRI Conference & Community

Date: Wednesday, September 16, 2020
Time: 1:00pm EST

Join our discussion with Impax experts as we explore three urgent sustainability themes of our time — the pandemic, the climate crisis, widespread inequality — and discuss how these crises are impacting engagements with companies and how they could impact sustainable investing in the months ahead. We will also lift the veil on the ESG features Impax uses to uncover hidden risks and embedded resilience that others might miss. Spotting compelling sustainable investment opportunities requires expertise tailored to the task, and that will only become truer in the months and years ahead. This webinar will provide information you can use to navigate what’s ahead.

See you on Tuesday, September 16th at 1pm!

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The Power of 3 Generations of Black Female Athletes

Inspiring, impacting and influencing over 2 Trillion in black consumer buying power.

Featuring:

  • Sheryl Grant, Founder & CEO, Sheryl Grant Enterprises
    Ms Olympia International Fitness Champion Board of Directors, Oakland African American Chamber of Commerce Former Exec. Director, Global Women’s Leadership Network (GWLN)
  • Sheryl Swoopes, President, Sheryl Swoopes Foundation for Youth
    3X Olympic Gold Medalist
    4X WNBA Champion, 2X Hall of Famer
    Asst. Coach, Texas Tech Lady Raiders
  • Santia Deck, Owner and Creator, Queen of Abs Fitness
    First Women to sign a Multi-Million Professional Football Contract
    WNFL, Los Angeles Fames
    Social Media Influencer; Gender Equality Ambassador
    Author, The Struggle 

Moderated by: Dan Hughes, Creator of Athlete's Influence and Co-Founder/Partner of LOHAS Advisors.
Hosted by: Paula DeLaurentis, CEO, SRI Conference & Community

Date: Tuesday, August 25, 2020
Time: 1:00pm EST

Join us to hear how these remarkable leaders are educating and building up the black community to drive social change, entrepreneurial endeavors, and gender equality. Learn about how they are inspiring women of color of all ages to set goals, strive for success and pay-it-forward in order to facilitate real change.

See you on Tuesday, August 25th at 1pm!

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Flex

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.

Watch now to learn how to get involved with Warrick and Devean's organizations.

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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!

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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.

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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

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