Investment Professionals Only Event.

Sustainable Investing Solutions (SIS) events are regional gatherings of financial advisors, consultants, and other client facing financial professionals focused on learning more about sustainable investing solutions. Whether you call it Socially Responsible Investing (SRI), Environmental Social and Corporate Governance (ESG), Impact, Responsible, Sustainable or simply Values-based investing, these events should help you stay up on current trends, learn more from industry experts, and collaborate and network with peers.

Session Topics Include:

ESG Integration - Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.

Impact Investing - Panelists discuss how direct impact investing, both nationally and taking place locally, plays an additive role in diversifying investment portfolios.

Advisor Best Practices - Participants learn the fundamentals of SRI/ESG/Impact investing from their peers including the role shareowner advocacy, various SRI/ESG screening methods, and tips and tools for establishing and growing an SRI/ESG/Impact advisory practice. The section will help advisors who are new to SRI and desire a better understanding how to communicate and incorporate SRI into their professional roles.

Agenda:

09:30 – 10:00 am – Registration Open

10:00 – 10:05 am – Opening Remarks

10:05 – 10:30 am – Opening Keynote Speaker

10:30 – 11:30 am – ESG Panel

11:30 – 12:30 pm – Impact Panel

12:30 – 1:30 pm – Table Topic Lunch

01:40 – 2:30 pm – Advisor Best Practices Panel

SIS events are brought to you by: Appleseed Capital, Calvert Impact Capital, Calvert Research and Management, Community Capital Management, First Affirmative Financial Network/Folio Institutional, Green Century Funds, Parnassus Investments, Pax World Funds, Saturna Capital, Trillium Asset Management and US SIF.