Sunday, October 20, 2019

Event - SRI 30

The 30th edition of the SRI Conference will take place on November 13-15, 2019 at the Broadmoor in Colorado Springs, Colorado. The Advisor Summit Workshop will take place on November 11-15, 2019. If you are interested in socially responsible investing you need to attend SRI. For 30 years, the SRI Conference has been the most important annual gathering for investors, asset owners, asset managers, financial advisors, researchers, academics, mission-driven organizations, and enterprises who share the common goal of deploying private capital to address some of our most pressing environmental, social, and economic challenges.

Reasons to attend

SRI is one of the fastest growing investment movements with 25 percent of U.S. assets under management. This represents a 38 percent increase since 2016. Three quarters (75%) of investors interested in SRI investing. This spells opportunity for both purpose and profit for financial advisors, asset managers, mission-driven organizations, forward-thinking enterprises, entrepreneurs, and more!

What you will get

Financial advisors: Novices and experienced SRI advisors alike come to learn how to grow their businesses through SRI and tap into this $12+ trillion market. Plus, CE credit is available for CFP and other designees.

Asset owners: Institutional and individual investors attend to learn about new products, including private impact investments for accredited investors, and connect directly with SRI-specialist investment managers and financial advisors.

Asset managers and mission driven organizations: Nonprofits, endowments, foundations, educational institutions, and family offices attend to further their fundraising efforts and explore SRI investment opportunities.

Forward thinking companies: CEOs, treasurers, sustainability officers, and HR professionals come to learn how to apply SRI across an enterprise, to improve profitability, enhance shareowner value, and attract and retain employees.

Entrepreneurs: Start-ups and venture capitalists are drawn to the conference's reputation for incubating new ideas and network with other startups and venture capitalists.


  • Learn from asset managers who are harnessing the power of capital to address social, environmental, and cultural challenges while generating financial return.
  • Connect with others in the SRI community, including asset managers, financial advisors, enterprises, mission-driven organizations, influential public figures, and more.
  • Be Inspired by authentic leaders in the field who are making a difference where they work, live, and invest, every day.


Over 100 speakers including Deval Patrick the former Governor of Massachusetts, and the Managing Director, Bain Capital Double Impact. In 2006, in his first bid for public office, Deval Patrick became Massachusetts’s first African-American governor. In his two terms as Governor, Patrick oversaw the expansion of affordable health care to more than 98 percent of state residents, launched initiatives stimulating clean energy and biotechnology, won a national Race to the Top grant, and steered the state out of recession to a 25-year high in employment. Patrick currently serves as a Managing Director of Bain Capital Double Impact, where he focuses on investments that deliver both a competitive financial return and significant positive social impact.

Other speakers include Barbara Roper, Director of Investor Protection, Consumer Federation of America. Richard Powers, Head of ETF Product Development, Vanguard and Carla Vernon President, Natural & Organic Operating Unit, General Mills.

Click here to see the speakers list
Click here to register.

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