2018 Conference Program

2018

WASHINGTON, DC | May 30 - June 1 @ US_SIF

#USSIF2018

WELCOME. We are thrilled to welcome you to US | SIF Member Day and our 8th national conference.

Thank you for joining us in Washington, DC. US | SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable, responsible and impact investment (SRI) across all asset classes. Our mission is to rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

Our strategic goals are to increase demand for sustainable, responsible and impact investing, enhance the rigor of the field and create a supportive media and policy environment for SRI investing.

Investing for a Sustainable World will address opportunities and challenges faced across a range of environmental, social and governance issues in the United States and across the globe. It features a fantastic array of speakers, sessions and attendees. We encourage you to take advantage of the numerous opportunities to network with both familiar and new people. If you have any questions, or need any assistance, please reach out to a member of the US | SIF staff.

We thank US | SIF members for your involvement and leadership. If you are not yet a US | SIF member, we invite you to be part of our collaborative network that will continue to play a key role in building a more sustainable and equitable society.

CONTENTS Agenda at-a-glance ........................................5 Hotel Map........................................................7 Sponsors.........................................................8 Exhibitors.........................................................9 Detailed Agenda............................................17 Plenary Speakers .........................................23 Breakout, Course & Member Day Speakers .24 What is US | SIF?..........................................40 Scholarship Recipients .................................42

CONNECT Download the free US | SIF Conference mobile app by searching for US SIF in the App Store or Google Play Wireless Hotspot : Login: NATIXIS Password:ESGtargetdate Tweet & Follow us at: @US_SIF and #USSIF18

We sincerely appreciate the commitment of the conference sponsors, speakers, agenda committee members and the US | SIF staff and board—this conference is, above all, a monumental team effort.

Lisa Woll, CEO US | SIF and US | SIF Foundation Craig Metrick, Board Chair Managing Director, Institutional Consulting, Cornerstone Capital2018 US | SIF Conference

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NATURAL

INVESTMENTS LLC

For Over 30 Years Cutting Edge and Deep Green Investments First and Most Rigorous SRI Fund Rating System in the Nation

Financial Advisors For The World You Want

Advisors Nationwide Helping High Net-Worth Individuals & Families, Family Offices, Foundations & Nonprofits

NaturalInvestments.com

800.793.7512

Bloomberg is a proud sponsor of

The 2018 US SIF Conference Bloomberg Sustainable Finance Solutions Bloomberg’s suite of Sustainable Finance Solutions empowers asset owners, managers, issuers, regulators and more to identify, analyze and capitalize on material business risks — such as climate risk — as well as emerging sustainability opportunities such as the low carbon energy transition.

At the heart of Bloomberg Sustainable Finance products, Bloomberg’s comprehensive ESG data set is integrated with advanced analytics and news, driving fundamental analysis for approximately 10,000 global publicly-listed companies.

For more information, visit bloomberg.com/esg or call us at +1 212 318 2000.

©2018 Bloomberg L.P. 176565 0418

AGENDA AT-A-GLANCE For full agenda turn to page 17 WEDNESDAY, MAY 30, 2018 7:00 am–5:00 pm West Lobby

Member Day Check-in and Onsite Registration Event Check-in and Registration Desk Open

7:30 am–8:45 am Diplomat

Breakfast

8:00 am–11:15 am

Fundamentals of Sustainable and Impact Investment Live Course

Palladian Ballroom

9:00 am–10:15 am

(Breakfast for Member Day attendees only)

US SIF Strategic Plan Discussion: US SIF members only

7:30 am–8:30 am Capitol Hill Day Attendee Breakfast Palladian Ballroom Breakfast for attendees registered for Capitol Hill Day only

Congressional A/B

9:00 am–12:30 pm Offsite

Capitol Hill Day

11:30 am–11:55 am Conference Welcome and Kickoff Regency Ballroom Lisa Woll, CEO, and Craig Metrick, Board Chair

1:00 pm–6:00 pm

Exhibit Hall Open

ote: Only available to members who are N registered for Member Day + Conference

Ambassador Ballroom

1:00 pm–1:15 pm

Member Day Lunch

Palladian Ballroom

1:15 pm–2:30 pm

Break Out

Sessions

Congressional A/B

Stepping Up When the Government Steps Back: What Can We Expect of the Private Sector?

Executive

2:40 pm–3:45 pm Palladian Ballroom SRI

Plenary Roundtable: Lisa Woll in Conversation With Early Adopters of Sustainable Investment

3:45 pm–4:00 pm

Break

Ambassador Ballroom

US SIF Annual Meeting

Palladian Ballroom

5:15 pm–6:00 pm

Networking and Exhibit Fair

Ambassador Ballroom

6:30 pm–9:00 pm Offsite

Member Day Reception— China Chilcano

THURSDAY, MAY 31, 2018 7:00 am–5:30 pm

Check-in and Registration Open

West Lobby

7:00 am–5:30 pm

11:55 am–12:30 pm Finding the Funds to Invest in Nature Regency Ballroom Mark Tercek, President and CEO, The Nature Conservancy 12:30 pm–1:10 pm

Investors Addressing Injustice and Inequality

4:00 pm–5:15 pm

10:30 am–11:15 am Non-Member and New Conference Executive Attendee Information Session

Lunch

Regency Ballroom

1:10 pm–2:00 pm The SEC in 2018: Opportunities and Regency Ballroom Challenges for Sustainable Investors

Speaker: Robert J. Jackson, Jr. , SEC Commissioner 2:15 pm–3:15 pm

Break Out Sessions

Tax Avoidance and Transparency Executive

The Myth of Underperformance Palladian Ballroom

The Rise of ESG Passive Investing

by Asset Owners

3:20 pm–3:50 pm

Networking and Exhibit Fair

Congressional A/B

Ambassador Ballroom

4:00 pm–5:00 pm Diversity, Pay Equity and Workplace Harassment Break Out Congressional A/B Sessions

Examining ESG Practices in Fixed Income and Equity Investments Palladian Ballroom

Shareholder Proposals and the SEC: A Roundup and Look Forward Executive

Exhibit Hall Open

Ambassador Ballroom

US | SIF Conference 2018

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AGENDA AT A GLANCE For full agenda turn to page 17 5:10 pm–6:45 pm

Movie Screening—Chasing Coral

Regency Ballroom

6:30 pm– 9:00 pm

11:00 am–11:45 am Networking and Exhibit Fair Ambassador Ballroom

Conference Reception

Empire Patio

FRIDAY, JUNE 1, 2018 7:00 am–2:00 pm West Lobby

Check-In and Registration Open

7:00 am–2:00 pm

Exhibit Hall Open

11:50 am–12:50 pm Aligning Corporate Retirement Plans with Sustainability Commitments Break Out Palladian Ballroom Sessions

Corporate and Investor Perspectives on the ESG Data Ecosystem Executive

How Investors Can Help Resolve the Affordable Housing Crisis Congressional A/B

Ambassador Ballroom

7:30 am–8:40 am Diplomat

Breakfast and Topic Tables

8:50 am–9:45 am

Coral Reef Conservation: A Call to Action

Speaker: Richard Vevers, Founder and CEO, The Ocean Agency Regency Ballroom

10:00am–11:00am Exploring Private Equity in the SRI Portfolio Break Out Executive Sessions

12:55 pm–1:45 pm Regency Ballroom

Lunch and Networking

1:45 pm–2:50 pm

Oxford Style Debate: Will Europe

Regency Ballroom or the United States be more

successful in advancing the Sustainable Investment field?

2:55 pm–3:30 pm Empire Patio

Wine Reception— See you in Minneapolis in 2019!!

ustainable Development Goals: S Reality or Rhetoric?

Congressional A/B

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The Digital Revolution and Sustainable Investing Palladian Ballroom

US | SIF Conference 2018

FLOORPLAN - OMNI SHOREHAM

US | SIF Conference 2018

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THANK YOU TO OUR 2018 CONFERENCE SPONSORS LEAD

RECEPTION

MEMBER DAY

PRIME

WIRELESS NETWORK

MOBILE APP

SUPPORTING

PETER D. SIMONE SCHOLARSHIP

CONTRIBUTING

MEDIA

8 | #USSIF18

COFFEE

US | SIF Conference 2018

EXHIBITOR LIST COMPANY

SPONSORSHIP

EXHIBIT TABLE

Natural Investments LLC

Lead

1

Bloomberg

Reception

2

Parnassus

Prime

3

Pax World

Prime

4

ISS Governance

Prime

5

Terna

Prime

6

Trillium

Prime

7

Thomson Reuters

Prime

8

Aberdeen

Prime

9

Oppenheimer

Supporting

10

Domini

Supporting

11

Calvert

Supporting

12

Eventide

Supporting

13

S& P Dow Jones

Supporting

14

MSCI

Supporting

15

Dana Investments

Supporting

16

General Motors

Supporting

17

Morgan Stanley

Supporting

18

Sustainalytics

Supporting

19

Parametric CBIS

Supporting Supporting

20 21

College for Financial Planning

Supporting

22

Iroquois Valley Farmland REIT

Supporting

23

Vertue Lab

Supporting

24

BMO

Supporting

25

First Affirmative

Supporting

26

US | SIF

US | SIF Conference 2018

27

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Are you investing for principles?

Or performance?

Why compromise?

Parnassus Endeavor Fund PARWX and PFPWX Parnassus Core Equity Fund PRBLX and PRILX Parnassus Mid Cap Fund PARMX and PFPMX

 Large Blend



Parnassus Investments has been investing for Principles and Performance® for more than 30 years. To learn more about our funds, go to www.parnassus.com.

Large Blend

 Mid-Cap Blend

Past performance is no guarantee of future returns. Mutual fund investing involves risks, and possible loss of principal. ©2018 Parnassus Investments. All rights reserved. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees, unless otherwise indicated), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. As of 3/31/18, the Parnassus Endeavor Fund and Parnassus Core Equity Fund were rated against the following numbers of Large Blend Funds over the following time periods: 1,204 funds in the last three years, 1,077 funds in the last five years, and 802 funds in the last ten years. With respect to these Large Blend Funds, the Parnassus Endeavor Fund received a Morningstar Rating of 5, 5 and 5 stars for the 3-, 5- and 10-year periods, respectively. The Parnassus Core Equity Fund received a Morningstar Rating of 3, 3 and 5 stars for the 3-, 5- and 10-year periods, respectively. The Parnassus Mid Cap Fund was rated against the following numbers of Mid-Cap Blend Funds over the following time periods: 356 funds in the last 3 years, 322 funds in the last 5 years, and 223 funds in the last 10 years. With respect to these Mid-Cap Blend Funds, the Parnassus Mid Cap Fund received a Morningstar Rating of 4, 4 and 5 stars for the 3-, 5- and 10-year periods, respectively. Other classes may have different performance characteristics.

The Parnassus Funds are underwritten and distributed by Parnassus Funds Distributor, a subsidiary of Parnassus Investments and a FINRA member.

Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of the fund and should carefully read the prospectus or summary prospectus, which contains this information. A prospectus or summary prospectus can be obtained on the website, www.parnassus.com, or by calling (800) 999-3505.

INVESTING FOR IMPACT Pax World Funds offer thematic investment solutions that promote positive outcomes on key global issues such as gender equality and resource scarcity.

Pax Ellevate Global Women’s Leadership Fund (PXWIX) The first broadly diversified fund that invests in the highest-rated companies in the world for advancing women’s leadership.*

Pax Global Environmental Markets Fund (PGINX) Focused on resource efficiency and optimization, the Fund invests in companies that are developing innovative solutions to global sustainability challenges.

Learn more about our full lineup of sustainable investing mutual funds at paxworld.com

*Pax Gender Analytics, 2017.

RISK: Equity investments are subject to market fluctuations, a fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Emerging market and international investments involve risk of capital loss from unfavorable fluctuations in currency values, differences in generally accepted accounting principles, economic or political instability in other nations or increased volatility and lower trading volume. Investing in non-diversified funds generally will be more volatile and loss of principal could be greater than investing in more diversified funds.

Before investing in a Pax World fund, you should carefully consider the fund’s investment objectives, risks, charges and expenses.

For this and other important information about the fund, please obtain a fund prospectus by calling 800.767.1729 or visiting www. paxworld.com. Please read it carefully before investing.

Copyright © 2018 Impax Asset Management LLC, formerly Pax World Management LLC. All rights reserved. Pax World Funds are distributed by ALPS Distributors, Inc. ALPS Distributors is not affiliated with Impax Asset Management LLC. NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE PAX007827 (4/19)

Trillium Asset Management is proud to support US SIF's visionary leadership & deep commitment to a more sustainable and equitable society.

Delivering Impact and Performance Through Sustainable & Responsible Investing Since 1982.

Boston | San Francisco | Portland OR 800-548-5684 | www.trilliuminvest.com

EQUITIES | FIXED INCOME | REAL ESTATE | LIQUIDITY | PRIVATE MARKETS | MULTI-ASSET | QUANTITATIVE

World-class investing starts with local intelligence.

Aberdeen Standard Investments has over 1,500 investment and client specialists in 50 locations worldwide. By being on the ground, around the world, we aim to stay close to opportunity – and close to the needs of the investors we serve.

Get closer to opportunity at aberdeenstandard.us

Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments. Aberdeen Asset Management Inc., a wholly-owned subsidiary of Standard Life Aberdeen Plc, is an investment adviser under the Investment Advisers Act of 1940. Standard Life Investments (USA) Limited and Standard Life Investments (Corporate Funds) Limited are both registered as an Investment Adviser with the US Securities and Exchange Commission. Š 2018 Standard Life Aberdeen, images reproduced under license.

Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.

AGENDA WEDNESDAY, MAY 30, 2018 7:00 am–5:00 pm

Member Day Check-in and Onsite Registration

West Lobby

Event check-in and registration desk open

7:30 am–8:30 am

Capitol Hill Day Attendee Breakfast

Palladian Ballroom Breakfast for attendees registered for Capitol Hill Day 9:00 am–12:30 pm Capitol Hill Day Offsite

ote: Only available to members who are registered for Member Day + Conference N Capitol Hill visits are an invaluable opportunity to connect with your Members of Congress and to advance knowledge of sustainable and responsible investment in the U.S. House and Senate. You will educate congressional staff on policy priorities that help shape a more sustainable world. Prior to the Hill visits, we will hold a training, which covers policy issues as well as tips on effective advocacy. Both first time and experienced participants are welcome. We are looking forward to a productive day on Capitol Hill!

1:00 pm–6:00 pm

Exhibit Hall Open

Ambassador Ballroom 1:00 pm–1:15 pm

Member Day Lunch

Palladian Ballroom Grab lunch and join a concurrent session!

1:15 pm–2:30 pm

Breakout Sessions

Congressional A/B Investors Addressing Injustice and Inequality

This session will address gun violence, mass incarceration and economic inequality, especially in communities of color. Speakers will provide a better understanding of these complex issues as well as a range of strategies for addressing them. Join us for an interactive discussion.

Panelists: Robin Lloyd, Renee Morgan, Zachary Norris, Mari Schwartzer Moderator: Danyelle Solomon Executive

Stepping Up When the Government Steps Back: What Can We Expect of the Private Sector?

In a policy environment marked by a rush to deregulate and federal government indifference to pressing societal issues such as health care, climate change, guns and human rights, some corporations have opposed controversial policies such as bathroom bills and the Muslim ban and advocated for thoughtful climate policy and gun control. What are realistic expectations around corporations “stepping up” on social and environmental issues given their often competing interests? Is there a litmus test that corporations use in deciding which issues are worth taking on?

Panelists: Stu Dalheim, Patsy Doerr, Ellen Dorsey, Joe Rinzel Moderator: Reshma Kapadia

2:40 pm–3:45 pm

Plenary Roundtable

Palladian Ballroom Lisa Woll in Conversation With Early Adopters of SRI

Join me for a conversation with four notable early practitioners of sustainable, responsible and impact investing. We will discuss their goals and hopes when the field began decades ago, where we are today and their predictions for the future.

Panelists: Frank Coleman, Amy Domini, Cheryl Smith, Tim Smith Moderator: Lisa Woll

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AGENDA 3:45 pm– 4:00 pm Break Ambassador Ballroom 4:00 pm– 5:15 pm

US SIF Annual Meeting

Palladian Ballroom 5:15 pm–6:00 pm

Networking and Exhibit Fair

Ambassador Ballroom 6:30 pm–9:00 pm

Member Day Reception—China Chilcano

Offsite China Chilcano is part of the restaurant group of Chef José Andrés who was named 2018 Humanitarian of the Year by The James Beard Foundation. The food and atmosphere represents the native Criollo, Chinese Chifa and Japanese Nikkei cultures of Peru. *Offsite Reception for US SIF Members registered for Member Day on May 30th. Note: This reception is not included as part of Non-Member and US SIF Member Conference only (May 31 - June 1) registrations.

THURSDAY, MAY 31, 2018 7:00 am–5:30 pm

Check-in and Registration Open

West Lobby 7:00 am–5:30 pm

Exhibit Hall Open

Ambassador Ballroom 7:30 am–8:45 am Breakfast Diplomat

Breakfast for Member Day attendees only.

8:00 am–11:15 am Fundamentals of Sustainable and Impact Investment Live Course Palladian Ballroom Led by expert instructors, the course is for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable, responsible and impact investment.

Pre-registration is recommended to attend the course; onsite registrations will be accommodated if capacity allows.

Course Speakers: Frank Coleman, Mary Gregory, Paul Hilton, Kathy Leonard, Tim Smith 9:00 am–10:15 am US SIF Strategic Plan Discussion Congressional A/B US SIF members only 10:30 am–11:15 am Non-Member and New Conference Attendee Information Session Executive

Join us for an overview of US | SIF and the annual conference

11:30 am–11:55 am Conference Welcome and Kickoff Regency Ballroom Lisa Woll, CEO and Craig Metrick, Board Chair

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AGENDA 11:55 am–12:30 pm Plenary Session Regency Ballroom F inding the Funds to Invest in Nature The Nature Conservancy has a long history of land conservation, which more recently has included crosssector collaborations with corporations, investors and governments to improve corporate environmental practices and address green infrastructure needs and climate change. Its CEO, drawing on his finance experience, will share his ideas on what it means to invest for a sustainable world and how to make progress in the current political environment.

Plenary Speaker: Mark Tercek, President and CEO, The Nature Conservancy 12:30 pm–1:10 pm Lunch Regency Ballroom 1:10 pm–2:00 pm

Plenary Session

Regency Ballroom The SEC in 2018: Opportunities and Challenges for Sustainable Investors

Plenary Speaker: Robert J. Jackson Jr., SEC Commissioner 2:15 pm–3:15 pm

Breakout Sessions

Executive Tax Avoidance and Transparency

The US corporate tax rate is now one of the lowest among developed countries, but the incentives to shift profits to even lower tax jurisdictions remains. Countries around the world continue to lose billions of dollars each year to aggressive corporate tax avoidance, spurring governments, NGOs, consumers and investors to respond. In February, the B Team, working with a group of global corporations and other stakeholders, launched a set of responsible tax principles. Oxfam has been convening roundtable discussions with companies, and the UN PRI has launched an ambitious global engagement effort, focused on a set of investor expectations for corporate income tax disclosure. Meanwhile, the AFL-CIO is challenging companies to account to investors for the risks of their tax practices. Hear from a panel of experts that is helping to chart a course through this rapidly changing landscape.

Panelists: Elise Bean, Maria Martinez, Brandon Rees Moderator: Adam Kanzer Palladian Ballroom The Myth of Underperformance As interest in sustainable, responsible and impact investing has increased, many studies and meta-studies have confirmed that these funds do not underperform. This session will focus on the “next generation” performance studies that assess how environmental, social and governance (ESG) factors affect risk, and how asset managers and advisory practices can benefit from their findings. Viewing ESG through the lens of downside risk and volatility, experts in fixed income and equity investing will shed light on how ESG factors are influencing credit downgrades and have led to financially significant effects, but also how to differentiate between correlation and causality.

Panelists: Mike Chen, Raina Oberoi, Lukasz Pomorski Moderator: Tony Hay Congressional A/B The Rise of ESG Passive Investing by Asset Owners

With the rise of passive investing by ESG-focused investors, this session will explore the advantages and opportunities of ESG factors in active and passive investing. Discussion will include managing the risks of incorporating ESG as well as how investors seek environmental and social impact including a focus on water. You will hear from experts including a large asset owner, an investment consultant, and an investment manager.

Panelists: Hugh Brown, Daniel Kern, George Wong Moderator: Wendy Walker 3:20 pm–3:50 pm

Networking and Exhibit Fair

Ambassador Ballroom

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AGENDA 4:00 pm–5:00 pm

Breakout Sessions

Congressional A/B Diversity, Pay Equity and Workplace Harassment

We are in a watershed moment that has raised the profile of sexual harassment and discrimination in the workplace. Meanwhile, shareholder advocates have stepped up efforts to make companies more inclusive and diverse. The Thirty Percent Coalition, which has a mission to promote women, including women of color, to corporate boards, has worked with institutional investors to engage companies on this issue. A surge of shareholder proposals on gender pay equity and management level diversity have also sought to address discriminatory treatment at the employee and management levels. To what extent have these investor initiatives helped to change the corporate cultures that allow sexual harassment to persist? What can investors do to accelerate the pace of change?

Panelists: Charlotte Laurent-Ottomane, Emily Martin, Heather Smith Moderator: Haley Griffin Palladian Ballroom Examining ESG Practices in Fixed Income and Equity Investments

What are the differences in ESG integration practices across equity and fixed income investments?

In addition, what asset classes provide more opportunities and what can we learn from green and sustainable bonds? This session will assess whether best practices in one asset class can be applied to the other.

Panelists: Kwame Anochie, Jessica Milano, Diederik Timmer Moderator: Aubre Clemens Executive Shareholder Proposals and the SEC: A Roundup and Look Forward

Since the November 2017 Securities and Exchange Commission release of Staff Legal Bulletin 14I, shareholders, companies and their lawyers have been concerned about its implications for how the SEC would approach the ordinary business and relevance exclusions of Rule 14a-8. Now that we have gone through the no-action letter “season”, we can start the process of trying to understand what happened and future implications. What will be the role of corporate boards of directors in applying the rule? Do previous votes matter in an ordinary business or relevance analysis? This panel will combine shared insights from two lawyers with deep experience in the shareholder proposal process with a lively and audience-inclusive conversation.

Panelists: Keir Gumbs, Beth Young Moderator: Jonas Kron 5:10 pm–6:45 pm

Movie Screening—Chasing Coral

Regency Ballroom Join us for popcorn and a screening of the documentary film, Chasing Coral. Richard Vevers, one of the principals of the film, will speak on June 1. Coral reefs around the world are vanishing at an unprecedented rate. A team of divers, photographers and scientists sets out on a thrilling ocean adventure to discover why and to reveal the underwater mystery to the world.

6:30 pm– 9:00 pm

Conference Reception

Empire Patio

FRIDAY, JUNE 1, 2018 7:00 am–5:00 pm

Check-in and Registration Open

West Lobby 7:00 am–2:00 pm

Exhibit Hall Open

Ambassador Ballroom

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AGENDA 7:30 am–8:40 am

Breakfast and Topic Tables

Diplomat 8:50 am–9:45 am

Plenary Session

Regency Ballroom Coral Reef Conservation: A Call to Action

The Ocean Agency uses new technology, media, and above all creativity to help support ocean conservation with a particular focus on coral reef conservation. The Ocean Agency’s CEO and Founder, and a principal in the movie Chasing Coral, will discuss why 2018, International Year of the Reef, is a pivotal year, and how our actions and investments can protect coral reefs—an ecosystem that supports a quarter of all ocean life and over half a billion people.

Plenary Speaker: Richard Vevers, Founder and CEO, The Ocean Agency 10:00 am–11:00 am Breakout Sessions Executive Exploring Private Equity in the SRI Portfolio Private equity investing continues to gain momentum among sustainable and impact investors: the assets under management in private equity funds that consider environmental, social and governance factors more than doubled from 2012 to 2016. This momentum is encouraging the curation of new sustainable investing strategies across the private equity ESG landscape. Panelists will explore the advantages and challenges presented by the growing array of opportunities, drawing from their own experiences engaging in the private markets.

Panelists: Rick Davis, Amy Jensen, Gretchen Postula, Geraldine Watson Moderator: Kate Starr Congressional A/B Sustainable Development Goals: Reality or Rhetoric?

The UN Sustainable Development Goals are attracting attention from business and investors including efforts to create a World Benchmarking Alliance which would align corporate sustainability benchmarks with the SDGs. Some investors have pledged to frame their ESG analysis around these 17 goals; some companies are using the SDGs as a framework for their sustainability programs or reporting. This interactive session will discuss the metrics needed to assess how and whether corporations and investors are aligning their actions and commitments with the SDGs. The panel will also assess how investors and companies can substantially affect issues—such as ending poverty and providing peace—traditionally understood to be the responsibility of governments.

Panelists: David Bennell, Rachel Goldstein, Carly Greenberg Moderator: Aniket Shah Palladian Ballroom The Digital Revolution and Sustainable Investing

Digital technologies are at the heart of everyday life. Facebook has more than 2 billion monthly users.

Google performs more than 1.2 trillion searches a year. Internet service providers like Comcast, Verizon and AT&T are gatekeepers to the digital world for hundreds of millions of Americans. Digital technologies are increasingly being integrated into the “Internet of Things” – cars, medical devices, home security.

However, what negative externalities are created when new technologies are introduced without regard for potential long-term consequences? What are the financial and reputational risks for companies? And how can investors develop analytical frameworks and deploy shareholder engagement strategies to help shape the sustainable digital world of the future?

Panelists: Sonia Kowal, Rebecca MacKinnon, Aeisha Mastagni Moderator: Michael Connor 11:00 am–11:45 am Networking and Exhibit Fair Ambassador Ballroom

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AGENDA 11:50 am–12:50 pm Aligning Corporate Retirement Plans with Sustainability Commitments Palladian Ballroom Many companies have made significant environmental, social, and governance (ESG) commitments and have begun to align key business priorities with specific Sustainable Development Goals. However, these commitments are often not reflected in corporations’ retirement plan investment strategies. Millennial-aged employees now represent the majority of the US workforce, and creating retirement plans that connect to their core values—such as solving social and environmental problems—can attract the best and brightest, spark innovation, and increase retention. This panel will discuss case studies of companies that have successfully transitioned their retirement plans to align with corporate and employee values.

Panelists: Tony Calandro, Aruna Jain, Leslie Samuelrich, Chris Walker Moderator: Andrew Behar 11:50 am–12:50 pm Breakout Sessions Executive Corporate and Investor Perspectives on the ESG Data Ecosystem The ongoing love/hate relationship with ESG ratings and rankings has been in existence for over 20 years.

The Global Initiative for Sustainability Ratings, launched in 2004, no longer exists. In its absence, how do any of us make sense of ESG performance information and determine which providers are reliable?

Do we look to the company and its disclosures? The intermediary that collects and organizes corporate disclosures? Or the intermediary that provides its own ESG opinion? And how can corporate sustainability officers respond to the external demands for ESG information and manage operations sustainably?

Panelists: Duane Roberts, Dave Stangis, David Tulauskas, Jessica Urdangarin Moderator: Michelle Clayman Congressional A/B How Investors Can Help Resolve the Affordable Housing Crisis

The shortage of affordable housing is becoming an acute crisis in cities across the United States. It is not uncommon for lower-income households to spend well over 50 percent of their income on rents, making them vulnerable to eviction when they fall behind and requiring them to shortchange other household necessities. The supply of public housing meets only a small fraction of the demand. What combination of government policies and investment incentives can spur the private sector to step up at the needed scale?

Panelists: Frank Altman, Beth Bafford, Jonathan F.P. Rose Moderator: Diane Yentel 12:55 pm–1:45 pm Lunch and Networking Regency Ballroom 1:45 pm– 2:50 pm Oxford Style Debate: Will Europe or the U.S. be more successful in advancing Sustainable Investment Regency Ballroom Come hear a lively debate on the position of the house: Europe will be more successful than the United States in embedding sustainable and responsible investment across the financial system in the next five years.

Speakers: Flavia Micilotta and Anna Pot: For the House Lenora Suki and Kurt Summers: Against the House Moderator: Lisa Woll 2:55 pm–3:30 pm

Wine Reception—See you in Minneapolis in 2019!!

Empire Patio

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PLENARY SPEAKERS For more information about our speakers, please see the mobile app.

Robert J. Jackson Jr. Commissioner US Securities and Exchange Commission

Kurt Summers Treasurer City of Chicago, Illinois

Flavia Micilotta Executive Director EUROSIF: European Sustainable Investment Forum

Mark Tercek President and CEO The Nature Conservancy

Anna Pot Manager, Responsible Investments APG Asset Management N.V.

Richard Vevers Founder and CEO The Ocean Agency

Lenora Suki Head, Product Strategy, Sustainable Finance Bloomberg LP

Lisa Woll CEO US | SIF—The Forum for Sustainable and Responsible Investment

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BREAKOUT, COURSE & MEMBER DAY SPEAKERS BREAKOUT SPEAKERS Frank Altman

Community Retirement Fund

Kwame Anochie PIMCO

Beth Bafford

Calvert Impact Capital

Elise Bean

Tony Hay

Response Global Media Limited

Aruna Jain Mercer

Amy Jensen

Northwest Area Foundation

Adam Kanzer

Domini Impact Investments

Formerly with US Senate Permanent Subcommittees on Investigations

Daniel Kern

Andrew Behar

Sonia Kowal

David Bennell

Jonas Kron Trillium Asset Management

Hugh Brown

Charlotte LaurentOttomane Thirty Percent Coalition

As You Sow

World Council for Sustainable Development Ceres

Tony Calandro

Purposeful Strategies

Mike Chen PanAgora

Michelle Clayman

New Amsterdam Partners

Aubre Clemens

J.P. Morgan Private Bank

Michael Connor Open MIC

Rick Davis

Pegasus Capital Advisors

Rachel Goldstein Mars, Inc

Carly Greenberg

Boston Trust/Walden Asset Management

TFC Financial Management Zevin Asset Management

Rebecca MacKinnon New America

Emily Martin

National Women’s Law Center

Maria Martinez Oxfam America

Aeisha Mastagni

California State Teachers’ Retirement System (CalSTRS)

Jessica Milano

Calvert Research and Management

Raina Oberoi MSCI

Lukasz Pomorski AQR

Haley Griffin

Gretchen Postula

Keir Gumbs

Brandon Rees

The Raben Group Covington & Burling LLP

24 | #USSIF18

North Sky Capital

American Federation of Labor and Congress of Industrial Organizations (AFL-CIO)

US | SIF Conference 2018

BREAKOUT, COURSE & MEMBER DAY SPEAKERS Duane Roberts

Dana Investment Advisors

Jonathan F.P. Rose

COURSE SPEAKERS Frank Coleman

Jonathan Rose Companies

Christian Brothers Investment Services

Leslie Samuelrich

Mary Gregory

Green Century Capital Management

Aniket Shah

Oppenheimer Funds

Heather Smith

Impax Asset Management LLC/Pax World Funds

Dave Stangis

Campbell Soup Company

Kate Starr

Flat World Partners

Diederik Timmer Sustainalytics

David Tulauskas General Motors

Jessica Urdangarin BrownFlynn

Chris Walker

World Business Council for Sustainable Development

Wendy Walker

Brown Advisory

Paul Hilton

Trillium Asset Management

Kathy Leonard UBS

Tim Smith

Walden Asset Management

MEMBER DAY SPEAKERS Patsy Doerr

Thomson Reuters

Amy Domini

Domini Impact Investments

Ellen Dorsey

Wallace Global Fund

Reshma Kapadia Barrons Magazine

Robin Lloyd Giffords

Cambridge Associates Capital Management

Renee Morgan

Geraldine Watson

Zachary Norris

Rockefeller Brothers Fund

George Wong

Sustainable World Financial Advisors Ella Baker Center for Human Rights

NY State Common Retirement Fund

Joe Rinzel

Diane Yentel

Mari Schwartzer

National Low Income Housing Coalition

NorthStar Asset Management, Inc.

Beth Young

Cheryl Smith

Lawyer and Consultant

Align Public Strategies

Trillium Asset Management

Danyelle Solomon

Center for American Progress

US | SIF Conference 2018

#USSIF18 | 25

Actively changing the climate of target date funds.

Learn more at im.natixis.com/ESGTargetDateFunds or call 800-862-4863

ADUS208-0418 2077961.1.1 ADUS208-0418 US SIF 8.00w x 5.25h Half Page_Ad_F.indd 1

Diversity pays dividends.

ClearBridge believes investors shouldn’t have to choose between principles and performance.

Thirty years of experience shows us that long-term, active Environmental, Social and Governance (ESG) investing is good business. We advocate for gender and other types of diversity in our portfolio companies—an approach that’s proven to pay returns. For example, Fortune 500 companies with three or more women directors outperform those with none. Companies with the most women on their board have a higher return on sales, a higher return on equity and a higher return on invested capital.1 Offer your clients return on their investments and their values.

ClearBridge.com/esg

Experience is our ESG advantage.

1

Catalyst (2007) The Bottom Line: Corporate Performance and Women’s Representation on Boards.

ClearBridge Investments, LLC is a Legg Mason Company.

All investments involve risk, including loss of principal. ©2018 ClearBridge Investments, LLC.

4/17/18 1:23 PM

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CBIS has been at the intersection of faith and finance for over 35 years, helping Catholic institutions align their investments with the teachings of the Church.

In cooperation with the U.S. SIF Foundation, we believe our efforts have helped promote human dignity, environmental stewardship, and economic justice, while enhancing long-term shareholder value for investors.

CHRISTIAN BROTHERS INVESTMENT SERVICES A Proud Sponsor of the U.S. SIF Foundation Since 1992

info@cbisonline.com

I

800.592.8890

What do you want from your investments?

“I want gender equality and performance.”

“I want biodiversity and performance.”

“I want climate action and performance.”

At Calvert, investing responsibly is all we do. We’re a recognized leader with a proven track record in influencing positive change while delivering competitive investment results.

Our integration of fundamental research, ESG analysis and direct company engagement helps you align your investments with your values – without losing focus on performance.

Talk with your advisor. Do good things. Discover the difference you can make by investing responsibly with Calvert.

An Eaton Vance company

Calvert Research and Management is a wholly-owned subsidiary of Eaton Vance Management. Investing entails risks and there can be no assurance that Eaton Vance or its affiliates will achieve profits or avoid incurring losses. Past performance is no guarantee of future results.

T:8” © Eaton Vance Distributors, Inc. All rights reserved. Two International Place, Boston, MA 02110. Member FINRA/SIPC Not FDIC Insured · No Bank Guarantee · May Lose Value

CREATING EFFICIENCY RESPONSIBLY

gmsustainability.com ©2018 General Motors. All rights reserved.

T:5.25”

General Motors proudly supports the US SIF 8th Annual Conference. We are committed to developing solutions that will transform the future of transportation and we’re proud to share our innovations to help redefine personal mobility around the world.

PLENARY SPEAKERS

Your values.

Our investment expertise.

There are as many ways of investing responsibly as there are investors. Rather than a one-size-fits-all product, Parametric offers investors the opportunity to build a portfolio that best meets their objectives using a combination of screens, best-in-class selection, and active or index-based exposures. And, of course, all taxable portfolios receive our unparalleled tax-management treatment.

Stop by the Parametric booth and meet Jennifer Sireklove, CFA, Director of Responsible Investing. www.parametricportfolio.com

HEALING PEOPLE & THE PLANET, ONE ORGANIC FARMER AT A TIME

INVEST TO REGENERATE THE FOOD SYSTEM, SUPPORT FAMILY FARMERS, AND GROW RESILIENT, BIODIVERSE ECOSYSTEMS THAT REVERSE CLIMATE CHANGE IROQUOIS VALLEY FARMS ORGANIC FARMLAND REIT

invest@iroquoisvalleyfarms.com www.iroquoisvalleyfarms.com B Corp | Public Benefit Corporation | Est. 2007

Partner with VertueLab to make direct investments in technology innovation for environmental and social impact.

Find us at VertueLab.org (and OregonBEST.org during our transition)

Invest in a mutual fund aligned with your values At Domini, we help investors seek financial returns while also reflecting their concerns for human dignity and environmental sustainability. Your investment account may seem small within the context of Wall Street, but it has the power to help build a more just and peaceful world.

Invest in the Domini Impact Equity Fund domini.com 1-800-762-6814 Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Contact us for a prospectus containing this information. Read it carefully. The Domini Impact Equity Fund is not insured and is subject to market risks such as sector concentration and style risk. You may lose money. DSIL Investment Services LLC, Distributor. 2/17

CREATE VALUE

Eventide Funds seeks to outperform the market by investing in companies we believe excel at creating value, operate with integrity, and profit from ethical and sustainable activities.

Mutual Funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Eventide Funds can invest in smaller-sized companies which may experience higher failure rates than larger companies and normally have a lower trading volume than larger companies. The Funds' ethical values screening criteria could cause it to under perform similar funds that do not have such screening criteria. The Funds can have risk associated with the biotechnology and pharmaceutical industry in which these companies may be heavily dependent on clinical trials with uncertain outcomes and decisions made by the U.S. Food and Drug Administration. The Funds can have risk related to option investing. There are special risks associated with investments in foreign companies including exposure to currency fluctuations, less efficient trading markets, political instability and differing auditing and legal standards. The Funds can have risk associated with a higher portfolio turnover which could result in higher transactional costs. The Eventide Healthcare & Life Sciences Fund can also have sector concentration risk, as its performance largely depends on the overall condition of the healthcare and life science sectors. Investors should carefully consider the investment objectives, risks, charges and expenses of the Eventide Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). The prospectus should be read carefully before investing. The Funds are distributed by Northern Lights Distributors, LLC member FINRA, which is not affiliated with Eventide Asset Management, LLC. Eventide Asset Management, LLC | One International Place, Suite 3510 Boston, MA 02110 | 877-771-EVEN (3836)

| WWW.EVENTIDEFUNDS.COM

Shared values.

Built on a global scale.

Responsible investing is the right thing to do.

At BMO Global Asset Management, we support our clients’ values by thoughtfully integrating their ESG philosophies into our investment process.

By providing ethically screened global equity and fixed income strategies as well as sustainabilityoriented emerging market equities, our clients are partners in our responsible global strategy.

The next generation is depending on us.

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management and trust and custody services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

Investment products are: NOT FDIC INSURED — NOT BANK GUARANTEED — MAY LOSE VALUE. © 2018 BMO Financial Corp. (6967487, 4/18)

For more information connect with Holly Garteiz 1-303-231-1050 holly.garteiz@bmo.com bmo.com/gam

WE ARE PROUD TO SUPPORT US SIF

CHALLENGE STATUS QUO. Treehuggers can wear suits. Old boys’ clubs have female CEOs.

INVESTING CLIENT ASSETS WITH AN OBJECTIVE OF OUTPERFORMANCE AND A COMMITMENT TO A SUSTAINABLE WORLD

OppenheimerFunds celebrates those redefining status quo and paving the way forward. That’s why we’re dedicated to environmental, social and corporate governance (ESG) investing.

Because the world is changing. And opportunities are changing with it.

Learn more about ESG at OppenheimerFunds.com/ESGinvesting

©2018 OppenheimerFunds Distributor, Inc.

(410) 537-5400 www.brownadvisory.com

Impact Fixed Income Specialists Website www.affirmativeim.com Contact alya.kayal@affirmativeim.com

Detailed annual impact reports

Proprietary verification analysis

No compromise to financial returns

Pathway to scalable fixed income impact investing

Targeted Impact

www.SolomonHess.com

Human-centric investing means understanding the behaviors, motivations and eccentricities of your clients, not just the market.

Expertise in community impact investing

$1.5 B invested since inception To learn more, go to humancentricinvesting.com

Over 40,000 jobs supported nationwide

MANAGING GOOD CAPITAL WELL

1

Hartford Funds Distributors, LLC. © 2017.

HartfordFunds_US_SIF_Conference_QP.indd

5-11-2018 2:07 PM Is your investment strategy missingSaved a golden at opportunity?

Water is already one of the world’s most precious commodities with less than 1% of the planet’sJob totalinfo suitable for human consumption*.

With demand estimated to rise by 40% by Jobgoing to become None 2030**, it’s one of the scarcest too. It’s why we’ve been investing heavily in Client Noneto water scarcity companies providing solutions since 2000, and what’s our water strategy Media Type more, None has outperformed the MSCI AC World (NR) Index 16 years***.

Livein 12 of the last 3.315” x 4.75” So if Trim you’re looking for 3.815” a clear investment x 5.25” opportunity, maybe you should add a Bleed little liquidity to your portfolio with None the KBIGI Water Strategy?

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Source: LiveScience “How Much Water Is on Earth?” **Source: The United Nations World Development Report 2015. ***The outperformance is measured against the MSCI AC World (NR) index, for the sixteen calendar years from 2001 to 2016 inclusive, net of all fees, calculated in USD. Returns up to 09/30/07 are based on a Belgian Fund which followed the Water Strategy and was managed by KBIGI. Returns from 10/01/07 are actual returns from the KBIGI Water Strategy. Source: KBI Global Investors, Datastream. KBI Global Investors (North America) Ltd is a registered investment adviser with the SEC and regulated by the Central Bank of Ireland. KBI Global Investors (North America) Ltd is a wholly-owned subsidiary of KBI Global Investors Ltd. Form ADV Part 1 and Part 2 are available on request. IMPORTANT RISK DISCLOSURE STATEMENT: This material is provided for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security, product or service including any group trust or fund managed by KBI Global Investors (North America) Ltd, or any of its affiliates (collectively, “KBI Global Investors”). The information contained herein does not set forth all of the risks associated with this strategy, and is qualified in its entirety by, and subject to, the information contained in other applicable disclosure documents relating to such a strategy. KBI Global Investors (North America) Ltd’s investment products, like all investments, involve the risk of loss and may not be suitable for all investors, especially those who are unable to sustain a loss of their investment. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS AND THE VALUE OF INVESTMENTS MAY GO DOWN AS WELL AS UP. This introductory material may not be reproduced or distributed, in whole or in part, without the express prior written consent of KBI Global Investors (North America) Ltd. The information contained in this introductory material has not been filed with, reviewed by or approved by any United States regulatory authority or self-regulatory authority and recipients are advised to consult with their own independent advisors, including tax advisors, regarding the products and services described therein. The views expressed are those of KBI Global Investors (North America) Ltd. and should not be construed as investment advice. We do not represent that this information is accurate or complete and it should not be relied upon as such. Opinions expressed herein are subject to change without notice. The products mentioned in this Document may not be eligible for sale in some states or countries, nor suitable for all types of investors; their value and the income they produce may fluctuate and/or be adversely affected by exchange rates, interest rates, or other factors. Additional information will be provided upon request. Information about indices is provided to allow for comparison of the performance of the Adviser to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison. The performance results are that of a representative strategy which has been managed on a discretionary basis since its inception. Performance returns for individual investors may differ due to the timing of investments, subsequent subscriptions/redemptions, share classes, fees and expenses. Investments denominated in foreign currencies are subject to changes in exchange rates that may have an adverse effect on the value, price and income of the product.

Income generated from an investment may fluctuate in accordance with market conditions and taxation arrangement. Style descriptions, market movements over time and similar items are meant to be illustrative, and may not represent all market information over the period discussed.

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ABOUT US | SIF CONFERENCE CONSULTANTS

STAFF

Toshia Brewster, MMS Sarah Hutchins, MMS

CONFERENCE AGENDA COMMITTEE Susan Babcock, Consultant Lisa Woll

Kim Coble

CEO

Chief Operating Officer

Andrew Behar, As You Sow Foundation Sarah Cleveland, Sarah Cleveland Consulting Stu Dalheim, Calvert Research and Management Noel Friedman, MSCI Nina Gardner, Strategy International Erin Gray, Green Century Capital Management Jonas Kron, Trillium Asset Management

Farzana Hoque Research and Communications Consultant

Suzanne Martin

Events and Marketing Manager

Carole Laible, Domini Impact Investments Ken Locklin, Impax Asset Management LLC/Pax World Funds Gretchen Postula, North Sky Capital Dave Stangis, Campbell Soup Co. Meg Voorhes, US SIF (Chair) Mike Wallace, Brown Flynn Lisa Woll, US SIF

Bryan McGannon Director of Policy and Programs

Adam Sickle

Administrative and Operations Coordinator

Betsy Zeidman, Strategic Impact Solutions

US | SIF BOARD Andrew Behar, As You Sow Michelle Clayman, New Amsterdam Partners Justin Conway, Calvert Impact Capital (Vice Chair) Steve Falci, Impax Asset Management LLC/Pax World Funds

Meg Voorhes

Director of Research

Alicia Wade

Manager of Operations and Membership

Stephen Freedman, UBS Wealth Management Americas Alyssa Greenspan, Community Capital Management (Treasurer) Bruce Kahn, Sustainable Insight Capital Management Michael Kramer, Natural Investments Jonas Kron, Trillium Asset Management Craig Metrick, Cornerstone Capital Group (Chair)

Michael Young

Manager of Education Programs

US | SIF Conference 2018

Diederik Timmer, Sustainalytics (Secretary) Leslie Samuelrich, Green Century Capital Management Jackie VanderBrug, U.S. Trust Bank of America Private Wealth Lisa Woll, US | SIF

#USSIF18 | 39

WHAT IS US | SIF? US|SIF The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable, responsible and impact investing across all asset classes.

Our MISSION: Rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

Our VISION: Environmental, social and governance impacts are meaningfully assessed in all investment decisions resulting in a more sustainable and equitable society.

Our VALUES: Commitment. Knowledge. Collaboration. Inclusion. Accountability. Optimism.

Who are US|SIF members?

US|SIF’s 300 members represent more than $3 trillion in assets under management or advisement and include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, broker-dealers, community investing institutions and non-profit organizations.

How does US|SIF advance the field and serve its members?

US|SIF offers opportunities for members to enhance their professional expertise by being part of an active community of practitioners, participating in programs including webinars, Member Day events at our conference and engaging in US|SIF committees.

We produce cutting edge research and offer multiple opportunities for education including both a live and online course on the Fundamentals of Sustainable and Impact Investment, fact sheets and “how to” guidebooks on sustainable investment.

Through outreach to both federal legislators and regulators, we advance public policy initiatives which include better corporate reporting on environmental, social and governance indicators, shareholder rights, addressing climate change and financial reform. We provide opportunities for members to be active in policy through our annual Hill Day and Policy Leaders training program.

Through focused media and public engagement, we increase public awareness of and demand for sustainable and impact investing. Members benefit from increased public exposure to the field through press events, media referrals and media activities. We also highlight our members’ work, research and sponsorship of US|SIF initiatives.

We convene and provide networking opportunities for the breadth of sustainable investment practitioners through our national conference and at local events around the country.

40 | #USSIF18

US | SIF Conference 2018

WHAT IS US | SIF? US|SIF engages collaboratively with other organizations that share our commitment to create a more sustainable and equitable society. We participate in many networks and coalitions and are a member of the US Impact Investing Alliance’s Industry Advisory Council.

US|SIF is a founding member of the Global Sustainable Investment Alliance (GSIA). The GSIA is a collaboration of membership-based sustainable investment organizations around the world. The GSIA’s mission is to deepen the impact and visibility of sustainable investment organizations at the global level.

Please Join Us We invite you to become a member. Through membership you will immediately be part of an engaged group of practitioners. You will be able to learn and stay up to date on the sustainable and impact investing field through our listservs, newsletter, programs and events. To learn more about the benefits of membership, please visit www.ussif.org/join.

We also encourage you to take advantage of the numerous resources we have on our website, including research, policy updates and event announcements. In addition, you can attend our annual conference and take our course. You may showcase your leadership in the field by sponsoring US SIF reports and events.

US | SIF Conference 2018

#USSIF18 | 41

SCHOLARSHIP RECIPIENTS The Peter DeSimone Student Scholarship Program is offered by the US SIF Foundation in collaboration with its Diversity and Inclusion Initiative. Up to ten undergraduate or graduate students who are committed to or interested in a career in sustainable, responsible and impact investment (SRI) can receive scholarships to cover the registration costs for the US | SIF Annual Conference, Investing for a Sustainable World, including Member Day.

Grace Chen Johns Hopkins University

Conor Eckert Brown University

Nicole Garcia University of California Davis

Brooklyn Hamel Tufts University

Aparna Jindal Johns Hopkins University

Anne Shannon Washington and Lee University

For full bios of our 2018 Scholorship Receipients, please see the mobile app.

These scholarships are made possible through the support of Campbell Soup Company and Calvert Impact Capital.

42 | #USSIF18

US | SIF Conference 2018

NOTES

NOTES

Save the Date

US | SIF 9TH ANNUAL CONFERENCE

June 10 - June 12, 2019 | Radisson Blu Hotel

MINNEAPOLIS

1660 L Street NW | Suite 306 | Washington, DC | 20036 | www.ussif.org