Meet Our

Title

Speakers

Date
Time
Jenny Coombs
Jenny Coombs
US SIF Fundamentals (pre-conference session)
Alison Wise
Alison Wise
Accountable AI: Navigating Ethics, Equity, and Impact
Peter Krull, CSRIC
Peter Krull, CSRIC
The Future of SRI: Sustainable, Resilient and Innovation Investing
Pooja Khosla, PhD
Pooja Khosla, PhD
Shaheen Contractor, CFA
Shaheen Contractor, CFA
John Streur
John Streur
Sara Porter, JD
Sara Porter, JD
The Great Recalibration (climate metrics/financial risk)
Kylelane Purcell
Kylelane Purcell
Kristin Rodriguez
Kristin Rodriguez
Fernando Pena
Fernando Pena
Marketing in "Interesting" Times
Kaitlyn Mitchell
Kaitlyn Mitchell
Jonas Kron
Jonas Kron
Whitney Nguyen
Whitney Nguyen
Advancing Investor Advocacy on AI
Patrick Reid
Patrick Reid
Gabe Rissman
Gabe Rissman
Lunch session (sponsor: YourStake)
Patrick Drum
Patrick Drum
Brian Svendahl
Brian Svendahl
Martha Schumann
Martha Schumann
Yi Wei
Yi Wei
Fixed Income as a Force for Impact
Alexa Prus
Alexa Prus
Michael Kramer
Michael Kramer
Jock Payton
Jock Payton
Winning With Values
Andrew Collier
Andrew Collier
The SEC versus Shareholder Advocacy
Jim Horlacher, MBA, AIF
Jim Horlacher, MBA, AIF
Pam Stamper-Brandt, CFP, AIF
Pam Stamper-Brandt, CFP, AIF
Max Mintz
Max Mintz
Wisdom from our Veterans
Lev Mandel
Lev Mandel
Krista Scharfenberg
Krista Scharfenberg
The Value of Pro Bono Work
Stephanie Russo Carroll
Stephanie Russo Carroll
Vanessa Roanhorse
Vanessa Roanhorse
Casey Lozar
Casey Lozar
Kate Finn
Kate Finn
Indigenous Peoples Working Group Breakfast
Harry Moran
Harry Moran
Tyson Slocum
Tyson Slocum
Tom Konrad PhD CFA
Tom Konrad PhD CFA
Rebecca Adamson
Rebecca Adamson
Witold Henisz
Witold Henisz
Plenary: AI and Data Centers
Ryan Jones-Casey, CFP
Ryan Jones-Casey, CFP
Mac Liman
Mac Liman
Accessing Private Impact Investing
Alex Mathe-Cathala
Alex Mathe-Cathala
LeAndrew Gordon
LeAndrew Gordon
Iyassu Essayas
Iyassu Essayas
Lorraine Spradley Wilson
Lorraine Spradley Wilson
Role of the Advisor in an AI World
Anna Mabrey
Anna Mabrey
Jomin Bishop
Jomin Bishop
Community Impact Investing
Maria Lettini, CEO
Maria Lettini, CEO
US SIF Update
Kathy Lewis
Kathy Lewis
William Nelson
William Nelson
Plenary: Compliance
Theresa Gusman
Theresa Gusman
Values Investing Under Fire
Collin Todd
Collin Todd
Megan Buchanan
Megan Buchanan
Both Sides of the Table (buying/selling a practice)
Anna Smukowski
Anna Smukowski
Gabriel Treves-Kagan
Gabriel Treves-Kagan
Catalytic Capital in Action
Lisa Woll
Lisa Woll
Liz Sessler
Liz Sessler
Role of Our Industry in Preserving Democracy
Patrick Reed
Patrick Reed
Leslie Samuelrich
Leslie Samuelrich
Why We Do What We Do
Abstract design of curved shapes in green and beige resembling leaves or feathers.

Join us in Phoenix

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For additional information please contact:
George R. Gay CFP® AIF®
Chief Executive Officer
First Affirmative Financial Network, LLC
DBA Formative a Registered Investment Advisor (SEC File # 801 56587)
GeorgeGay@FormativeFinancial.com
719-651-1845
OverviewSpeakersEvents
AgendaSponsors
Formative Financial
Formative Financial
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