Welcome to the 22nd annual SRI in the Rockies Conference!

For scheduling and flight plans, you may access the schedule of events .

Confirmed 2011 speakers: plenary speakers and breakout speakers.

If you have any questions, feel free to contact Krystala Kalil, Conference Coordinator, at Krystala@SRIintheRockies.com, 888.774.2663.

First Affirmative will host a post-conference Summit BaseCamp for brokers, financial planners, and investment advisors October 5–6, 2011. Investment professionals who are interested in connecting with the nationwide First Affirmative Financial Network are invited to participate. Contact Danielle Burns at 877-542-8583 / danielleburns@firstaffirmative.com for more information.

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Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits. CE Credit “Quick Training” for CFPs


  • Oct 2, 2011
  • Oct 3, 2011
  • Oct 4, 2011
  • Oct 5, 2011
  • All Days
October 2, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
10:00 AM - 3:00 PM Sponsor Exhibit Setup
 
10:00 AM - 6:30 PM Conference Registration Open
 
1:00 PM - 2:00 PM Welcome Aboard! New Participant Orientation
 
1:00 PM - 2:00 PM GS-01 2012: The End of Long-Term Investing? Listen
  Mel Miller Presenter View
2:15 PM - 3:15 PM Breakout Sessions
B-03 SRI Basics: Making Money and Making a Difference Listen
  Justin Conway Presenter View , Eric Fernald Presenter View , Mark Regier Presenter View , Steve Schueth Moderator View
B-04 Disruptive Entrepreneurship: Growing Companies of the Future Listen
  Daryn Dodson Presenter, Mike Mozenter Presenter
Borgne B-01 Responsible Property Investing in the Gulf Coast and Beyond * Listen
  Will Bradshaw Presenter View , Kathy Laborde Presenter View , Aaron Miripol Presenter View
Maurepas B-02 Palm Oil: What are the Issues for Investors? Listen
  Heather Lang Presenter, David McLaughlin Presenter View , Chris Miller Presenter
3:15 PM - 4:45 PM Reception and Networking, Sponsor Exhibits
  Pax World Investments
4:45 PM - 5:15 PM Official Conference Welcome
 
5:15 PM - 5:30 PM EthicMark Award Presentation
  Rinaldo Brutoco Presenter View
5:30 PM - 6:30 PM GS-02 Continuing a Legacy: Building a Sustainable World in the 21st Century Listen
  Philippe Cousteau Presenter
7:00 PM - 9:30 PM Dinner on the Town (choose a restaurant!)  
Monday, October 3, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
6:45 AM - 8:15 AM International Working Group breakfast, US SIF  
6:45 AM - 8:15 AM Community Investing Working Group, US SIF  
7:45 AM - 8:30 AM Breakfast  
8:30 AM - 8:45 AM W-01 Welcome, Wake Up, Words of Wisdom Listen
  George R. Gay Presenter View
8:45 AM - 9:45 AM GS-03 The Nexus of Energy, Water and Climate Change: Opportunities and Challenges Listen
  Jeff Fulgham Presenter View , Robin Newmark Presenter View , Doug Arent Moderator
10:00 AM - 11:00 AM Breakout Sessions
B-07 Business and Indigenous Rights - Why Corporations Need to Act Now Listen
  Mitch Anderson Presenter, Ginger Gibson Presenter, Steven Heim Presenter View , Jason Campbell Moderator
B-08 ESG and Healthcare: Transforming Risk Into Opportunity Listen
  Michael Berg Presenter, Gary Cohen Presenter View , Terri Scannell Presenter View
Borgne B-05 Flaming Faucets: Hydraulic Fracturing for Natural Gas Listen
  Scott Anderson Presenter View , Mark Boling Presenter, Rich Liroff Presenter
Maurepas B-06 Conflict Minerals: Complex and Competing Issues Listen
  Deborah Albers Presenter View , Sasha Lezhnev Presenter, Susan Baker Moderator
11:00 AM - 11:30 AM Break
  Moxy Vote LLC
11:30 AM - 12:45 PM Breakout Sessions
B-11 Making Community Investing Happen: A Problem Solving Session Listen
  Rosalie Cates Presenter, Steve Schueth Presenter, Susan Twiggs Presenter, Elizabeth Glenshaw Moderator
B-12 Addressing the Dark Side of Renewables Listen
  Tim Dieppe Presenter View , Dustin Mulvaney Presenter View , Carl Zichella Presenter View , Nils Mellquist Moderator
B-13 Sustainable, Organic Food: What's in it for You? Listen
  Adam Borden Presenter, Taryn Goodman Presenter, Steven Hoffman Presenter
Borgne B-09 Pension Funds and ESG Strategies: Latest Trends * Listen
  Scott Budde Presenter, Pat Doherty Presenter, Brian Rice Presenter, Craig Metrick Moderator
Maurepas B-10 The Future of ESG Information * Listen
  Shana Harbour Presenter, Sandy Nessing Presenter, Curtis Ravenel Presenter, Mark Bateman Moderator
12:45 PM - 1:45 PM Lunch Sponsored By Self-Help Credit Union
1:45 PM - 2:30 PM GS-04 How Investors Can Help Shape the Future of Community Development Finance Listen
  Donna Gambrell Presenter
2:45 PM - 3:15 PM Sponsored Presentations
Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security.
SP-03 What Does Dell's Change in Strategy Mean for Corporate Responsibility? Listen
  Dell Inc. Deborah Albers Presenter, David Lear Presenter View , David Mehok Presenter
SP-04 Why Garbage is Good Business: The Parnassus Funds' Investment in Waste Management Listen
  Parnassus Investments Maria Kamin Presenter, Nancy Reyes Presenter
Borgne SP-01 SRI Portfolio Risk and Performance Listen
  First Affirmative Financial Network, LLC George R. Gay Presenter
Maurepas SP-02 Are You Missing the Benefits of Mid-caps? Listen
  Calvert Investments Michelle Clayman Presenter View
3:20 PM - 3:50 PM Sponsored Presentations
Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security.
SP-07 SKBA Presents: Make It Right Foundation: Helping to Rebuild New Orleans' Lower 9th Ward Listen
  SKBA Capital Management Tom Darden Presenter, Kobie Mahiri Moderator
SP-08 Sustainability as an Integral Part of Deutsche Telekom's Strategy Listen
  Deutsche Telekom Ignacio Campino Presenter
SP-09 EthicMark Award Runners Up
  Rinaldo Brutoco Presenter View
Borgne SP-05 A Strategy Session for Successful Shareowner Engagement
  First Affirmative Financial Network, LLC Holly Testa Presenter
Maurepas SP-06 Pax World: Viewpoint on Global Markets and International Investment Opportunities Listen
  Pax World Investments Jon Hale Presenter, Ivka Kalus-Bystricky Presenter, Joe Keefe Moderator
4:00 PM - 5:30 PM Exhibitor Fair, Part I
 
5:30 PM - 6:30 PM GS-05 From Here to Sustainability: The Promise and Pitfalls of Green Business Listen
  Joel Makower Presenter
6:30 PM - 7:30 PM Dinner Sponsored By Domini Social Investments LLC
7:30 PM - 7:45 PM MP-01 Moskowitz Prize Presentation Listen
 
7:45 PM - 8:00 PM 2012 Conference "Sneak Peak"
 
8:00 PM - 9:30 PM Exhibitor Fair, Part II
 
Tuesday, October 4, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
6:45 AM - 7:45 AM US SIF Members' Breakfast  
7:15 AM - 8:00 AM Breakfast  
8:00 AM - 8:15 AM Welcome, Wake Up, Words of Wisdom
 
8:15 AM - 9:15 AM GS-06 The U.S. Military as a Clean Energy Catalyst Listen
  Tom Hicks Presenter, Vice Admiral Dennis McGinn (ret.) Presenter, George R. Gay Moderator
9:30 AM - 10:45 AM Breakout Sessions
B-16 Gender Equality in the Workplace - New Trends, Enduring Challenges Listen
  Michelle Clayman Presenter View , Suzanne Fallender Presenter, Aditi Mohapatra Presenter, Julie Gorte Moderator
B-17 Public Policy as a Strategic Tool of Sustainable and Responsible Investment Listen
  Louis Coppola Presenter View , Sanford Lewis Presenter View , Lisa Woll Presenter View , Tim Smith Moderator
Borgne B-14 Alternative Investment Options: A Bird's Eye View * Listen
  Thomas Dodd Presenter View , Joshua Humphreys PhD Presenter View , David Kirkpatrick Presenter
Maurepas B-15 Corporate Reporting: The Power of Transparency * Listen
  Lawrence Ballard Presenter View , Sandy Nessing Presenter, Mike Wallace Presenter View , Barb Brown Moderator
10:45 AM - 11:15 AM Break
 
11:15 AM - 12:15 PM GS-07 From Deepwater Horizon to the Future of Hydrocarbons: a Conversation with Exxon Mobil Listen
  Kenneth Cohen Presenter, Steve Kretzmann Presenter, Bennett Freeman Moderator
12:15 PM - 1:45 PM Lunch, Topic Tables Sponsored By Presidio Graduate School
1:45 PM - 2:45 PM GS-08 Climate Change and Investing: From Science to Impacts
  Robert Corell Presenter, Dina Kruger Presenter, Ian Simm Presenter View
3:00 PM - 4:15 PM Breakout Sessions
B-20 Fundamentals: Mainstreaming ESG Listen
  Victoria Arrigoni Presenter, Sarah Cleveland Presenter, Kyle Johnson Presenter, Noel Friedman Moderator
B-21 Every Company is a Media Company Listen
  Bill Capsalis Presenter, Dorothy Hinchcliff Presenter, Scott Stapf Presenter, Matt Alsted Moderator
B-22 Innovation and Impact: Investing for a Truly Sustainable Future Listen
  Beth Richardson Presenter View , Vince Siciliano Presenter View , Michael Van Patten Presenter View , Don Shaffer Moderator
Borgne B-18 Seeking Alpha: Best Approaches to Managing Responsibly Invested Portfolios * Listen
  Ben Lovell Presenter, Steve Lydenberg Presenter, Peter Webster Presenter, Cheryl Smith Moderator
Maurepas B-19 16th Annual Moskowitz Prize for Academic Research * Listen
  Lloyd Kurtz Presenter, Moskowitz Winner Presenter
4:30 PM - 5:15 PM GS-09 Behind the Curtain: Views from the Corporate Boardroom Listen
  Rinaldo Brutoco Presenter, Betsy Sanders Presenter
5:15 PM - 6:00 PM GS-10 Money and Debt: The Issues and Solutions Listen
  Ellen Brown Presenter View , Lincoln Pain Presenter
6:00 PM - 6:30 PM Break
 
6:30 PM - 7:30 PM Dinner Sponsored By Calvert Investments
7:30 PM - 7:45 PM SRI Service Award Presentation
 
7:30 PM - 11:30 PM Sponsor Exhibit Breakdown
 
7:45 PM - 8:30 PM Acknowledgements and Appreciations
 
8:30 PM - 12:30 PM Celebration / Dance
 
Wednesday, October 5, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
7:30 AM - 9:00 AM Continental Breakfast  
9:00 AM - 10:30 AM Closing Circle
 
10:30 AM - 11:30 AM Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation
Sunday, October 2, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
10:00 AM - 3:00 PM Sponsor Exhibit Setup
 
10:00 AM - 6:30 PM Conference Registration Open
 
1:00 PM - 2:00 PM Welcome Aboard! New Participant Orientation
 
1:00 PM - 2:00 PM GS-01 2012: The End of Long-Term Investing? Listen
  Mel Miller Presenter View
2:15 PM - 3:15 PM Breakout Sessions
B-03 SRI Basics: Making Money and Making a Difference Listen
  Justin Conway Presenter View , Eric Fernald Presenter View , Mark Regier Presenter View , Steve Schueth Moderator View
B-04 Disruptive Entrepreneurship: Growing Companies of the Future Listen
  Daryn Dodson Presenter, Mike Mozenter Presenter
Borgne B-01 Responsible Property Investing in the Gulf Coast and Beyond * Listen
  Will Bradshaw Presenter View , Kathy Laborde Presenter View , Aaron Miripol Presenter View
Maurepas B-02 Palm Oil: What are the Issues for Investors? Listen
  Heather Lang Presenter, David McLaughlin Presenter View , Chris Miller Presenter
3:15 PM - 4:45 PM Reception and Networking, Sponsor Exhibits
  Pax World Investments
4:45 PM - 5:15 PM Official Conference Welcome
 
5:15 PM - 5:30 PM EthicMark Award Presentation
  Rinaldo Brutoco Presenter View
5:30 PM - 6:30 PM GS-02 Continuing a Legacy: Building a Sustainable World in the 21st Century Listen
  Philippe Cousteau Presenter
7:00 PM - 9:30 PM Dinner on the Town (choose a restaurant!)
Monday, October 3, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
6:45 AM - 8:15 AM International Working Group breakfast, US SIF
6:45 AM - 8:15 AM Community Investing Working Group, US SIF
7:45 AM - 8:30 AM Breakfast
8:30 AM - 8:45 AM W-01 Welcome, Wake Up, Words of Wisdom Listen
  George R. Gay Presenter View
8:45 AM - 9:45 AM GS-03 The Nexus of Energy, Water and Climate Change: Opportunities and Challenges Listen
  Jeff Fulgham Presenter View , Robin Newmark Presenter View , Doug Arent Moderator
10:00 AM - 11:00 AM Breakout Sessions
B-07 Business and Indigenous Rights - Why Corporations Need to Act Now Listen
  Mitch Anderson Presenter, Ginger Gibson Presenter, Steven Heim Presenter View , Jason Campbell Moderator
B-08 ESG and Healthcare: Transforming Risk Into Opportunity Listen
  Michael Berg Presenter, Gary Cohen Presenter View , Terri Scannell Presenter View
Borgne B-05 Flaming Faucets: Hydraulic Fracturing for Natural Gas Listen
  Scott Anderson Presenter View , Mark Boling Presenter, Rich Liroff Presenter
Maurepas B-06 Conflict Minerals: Complex and Competing Issues Listen
  Deborah Albers Presenter View , Sasha Lezhnev Presenter, Susan Baker Moderator
11:00 AM - 11:30 AM Break
  Moxy Vote LLC
11:30 AM - 12:45 PM Breakout Sessions
B-11 Making Community Investing Happen: A Problem Solving Session Listen
  Rosalie Cates Presenter, Steve Schueth Presenter, Susan Twiggs Presenter, Elizabeth Glenshaw Moderator
B-12 Addressing the Dark Side of Renewables Listen
  Tim Dieppe Presenter View , Dustin Mulvaney Presenter View , Carl Zichella Presenter View , Nils Mellquist Moderator
B-13 Sustainable, Organic Food: What's in it for You? Listen
  Adam Borden Presenter, Taryn Goodman Presenter, Steven Hoffman Presenter
Borgne B-09 Pension Funds and ESG Strategies: Latest Trends * Listen
  Scott Budde Presenter, Pat Doherty Presenter, Brian Rice Presenter, Craig Metrick Moderator
Maurepas B-10 The Future of ESG Information * Listen
  Shana Harbour Presenter, Sandy Nessing Presenter, Curtis Ravenel Presenter, Mark Bateman Moderator
12:45 PM - 1:45 PM Lunch Sponsored By Self-Help Credit Union
1:45 PM - 2:30 PM GS-04 How Investors Can Help Shape the Future of Community Development Finance Listen
  Donna Gambrell Presenter
2:45 PM - 3:15 PM Sponsored Presentations
Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security.
SP-03 What Does Dell's Change in Strategy Mean for Corporate Responsibility? Listen
  Dell Inc. Deborah Albers Presenter, David Lear Presenter View , David Mehok Presenter
SP-04 Why Garbage is Good Business: The Parnassus Funds' Investment in Waste Management Listen
  Parnassus Investments Maria Kamin Presenter, Nancy Reyes Presenter
Borgne SP-01 SRI Portfolio Risk and Performance Listen
  First Affirmative Financial Network, LLC George R. Gay Presenter
Maurepas SP-02 Are You Missing the Benefits of Mid-caps? Listen
  Calvert Investments Michelle Clayman Presenter View
3:20 PM - 3:50 PM Sponsored Presentations
Sponsor presentations are designed and presented by sponsoring organizations. The information presented is generally for investment professionals and for professional representatives of organizations actively involved in the financial services industry and is considered FOR PROFESSIONAL USE ONLY. No part of this presentation should be considered an offer to buy or sell any specific security.
SP-07 SKBA Presents: Make It Right Foundation: Helping to Rebuild New Orleans' Lower 9th Ward Listen
  SKBA Capital Management Tom Darden Presenter, Kobie Mahiri Moderator
SP-08 Sustainability as an Integral Part of Deutsche Telekom's Strategy Listen
  Deutsche Telekom Ignacio Campino Presenter
SP-09 EthicMark Award Runners Up
  Rinaldo Brutoco Presenter View
Borgne SP-05 A Strategy Session for Successful Shareowner Engagement
  First Affirmative Financial Network, LLC Holly Testa Presenter
Maurepas SP-06 Pax World: Viewpoint on Global Markets and International Investment Opportunities Listen
  Pax World Investments Jon Hale Presenter, Ivka Kalus-Bystricky Presenter, Joe Keefe Moderator
4:00 PM - 5:30 PM Exhibitor Fair, Part I
 
5:30 PM - 6:30 PM GS-05 From Here to Sustainability: The Promise and Pitfalls of Green Business Listen
  Joel Makower Presenter
6:30 PM - 7:30 PM Dinner Sponsored By Domini Social Investments LLC
7:30 PM - 7:45 PM MP-01 Moskowitz Prize Presentation Listen
 
7:45 PM - 8:00 PM 2012 Conference "Sneak Peak"
 
8:00 PM - 9:30 PM Exhibitor Fair, Part II
 
Tuesday, October 4, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
6:45 AM - 7:45 AM US SIF Members' Breakfast
7:15 AM - 8:00 AM Breakfast
8:00 AM - 8:15 AM Welcome, Wake Up, Words of Wisdom
 
8:15 AM - 9:15 AM GS-06 The U.S. Military as a Clean Energy Catalyst Listen
  Tom Hicks Presenter, Vice Admiral Dennis McGinn (ret.) Presenter, George R. Gay Moderator
9:30 AM - 10:45 AM Breakout Sessions
B-16 Gender Equality in the Workplace - New Trends, Enduring Challenges Listen
  Michelle Clayman Presenter View , Suzanne Fallender Presenter, Aditi Mohapatra Presenter, Julie Gorte Moderator
B-17 Public Policy as a Strategic Tool of Sustainable and Responsible Investment Listen
  Louis Coppola Presenter View , Sanford Lewis Presenter View , Lisa Woll Presenter View , Tim Smith Moderator
Borgne B-14 Alternative Investment Options: A Bird's Eye View * Listen
  Thomas Dodd Presenter View , Joshua Humphreys PhD Presenter View , David Kirkpatrick Presenter
Maurepas B-15 Corporate Reporting: The Power of Transparency * Listen
  Lawrence Ballard Presenter View , Sandy Nessing Presenter, Mike Wallace Presenter View , Barb Brown Moderator
10:45 AM - 11:15 AM Break
 
11:15 AM - 12:15 PM GS-07 From Deepwater Horizon to the Future of Hydrocarbons: a Conversation with Exxon Mobil Listen
  Kenneth Cohen Presenter, Steve Kretzmann Presenter, Bennett Freeman Moderator
12:15 PM - 1:45 PM Lunch, Topic Tables Sponsored By Presidio Graduate School
1:45 PM - 2:45 PM GS-08 Climate Change and Investing: From Science to Impacts
  Robert Corell Presenter, Dina Kruger Presenter, Ian Simm Presenter View
3:00 PM - 4:15 PM Breakout Sessions
B-20 Fundamentals: Mainstreaming ESG Listen
  Victoria Arrigoni Presenter, Sarah Cleveland Presenter, Kyle Johnson Presenter, Noel Friedman Moderator
B-21 Every Company is a Media Company Listen
  Bill Capsalis Presenter, Dorothy Hinchcliff Presenter, Scott Stapf Presenter, Matt Alsted Moderator
B-22 Innovation and Impact: Investing for a Truly Sustainable Future Listen
  Beth Richardson Presenter View , Vince Siciliano Presenter View , Michael Van Patten Presenter View , Don Shaffer Moderator
Borgne B-18 Seeking Alpha: Best Approaches to Managing Responsibly Invested Portfolios * Listen
  Ben Lovell Presenter, Steve Lydenberg Presenter, Peter Webster Presenter, Cheryl Smith Moderator
Maurepas B-19 16th Annual Moskowitz Prize for Academic Research * Listen
  Lloyd Kurtz Presenter, Moskowitz Winner Presenter
4:30 PM - 5:15 PM GS-09 Behind the Curtain: Views from the Corporate Boardroom Listen
  Rinaldo Brutoco Presenter, Betsy Sanders Presenter
5:15 PM - 6:00 PM GS-10 Money and Debt: The Issues and Solutions Listen
  Ellen Brown Presenter View , Lincoln Pain Presenter
6:00 PM - 6:30 PM Break
 
6:30 PM - 7:30 PM Dinner Sponsored By Calvert Investments
7:30 PM - 7:45 PM SRI Service Award Presentation
 
7:30 PM - 11:30 PM Sponsor Exhibit Breakdown
 
7:45 PM - 8:30 PM Acknowledgements and Appreciations
 
8:30 PM - 12:30 PM Celebration / Dance
 
Wednesday, October 5, 2011
Time Session/Event
 Speakers/Presenters/Sponsor
7:30 AM - 9:00 AM Continental Breakfast
9:00 AM - 10:30 AM Closing Circle
 
10:30 AM - 11:30 AM Brunch: Conference Adjourns Sponsored By Calvert Social Investment Foundation


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