Investing for Impact: San Francisco – 2016

Event Information


Deadline is March 22nd

Cost: $95

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Scheduling Information

March 24, 2016

At the Hotel Nikko, 222 Mason Street, San Francisco, California 94102

9:00 AM – 4:00 PM PST

Session Information

Executive Compensation: What Should Shareowners Say on Pay?


  • Danielle Fugere, President, As You Sow
  • Carol Bowie, Head of Research, ISS America
  • Mel Miller, Chief Economist, First Affirmative Financial Network
  • Holly Testa (moderator), Director Shareowner Engagement, First Affirmative Financial Network

Socially Conscious Investing and Fiduciary Duty: Where’s the Path Forward?


  • Blaine Aikin, Executive Chairman, fi360
  • James Hawley, Professor of Management, Saint Mary’s College, Head of ESG Research, TruValue Labs
  • Danielle Burns (moderator), Vice President, Sales and Marketing, First Affirmative Financial Network

Economic Update: Straight Talk in an Election Year


Mel Miller, CFA, Chief Economist, First Affirmative Financial Network

Transformative Investing: From “SRI Jail” to Rehab*


  • John Streur, CEO, Calvert Investments
  • Yelena Danziger, Vice President and Senior Corporate Counsel, HIP Investor
  • Lincoln Pain, President, Effective Assets
  • George Gay (moderator), CEO, First Affirmative Financial Network

Why Attend?

  • CE credit: typically, CFP, CIMA and CFA’s can receive 2-4 credit hours of continuing education from our events.
  • Key updates on hot topics in the impact investing space. Historically this has included items such as fossil fuel free portfolios: divestment and reinvestment, green bond trends and performance of SRI investments.
  • Networking: all events create ample opportunities to meet individuals in the impact investing arena and outside, interested parties.

Register Now! Deadline is March 22nd