First Annual Sustainable Investment Conference
SMART (Sustainability Metrics Applied to Risk Tolerance)®
Investing for a Better World


Thursday, October 27, 2016
New York Open Center, 22 E 30th St.
New York, NY 10016

*Attendance is for investment professionals only.

Join the conversation. #SMARTimpact

SMART (Sustainability Metrics Applied to Risk Tolerance)®
Investing for a Better World


This conference will feature a diverse group of ESG industry expert speakers covering investment solutions for every major asset class; educating advisors on how to deliver core sustainable portfolios and competitive, risk-adjusted returns. Whether you are an RIA wanting to incorporate sustainability metrics into your investment process, an advisor wanting to dispel the myth of below market-rate returns, or an ESG team leader sorting out the green bond universe, the Sustainable Investing Conference will offer world class support to start aligning your clients’ values with their portfolios.

This educational event for 100+ New York financial advisors will offer the following:

  • The opportunity to train RIA advisory teams to incorporate ESG Impact investment strategies into their client service and marketing models
  • Support for RIA advisory teams in building ESG and Impact asset manager partnerships, including broker-dealer and clearing platform listings where appropriate
  • The ability for RIAs to offer the SMART Investing portfolio, risk-adjusted ESG and Impact portfolios managed by Gitterman Wealth Management




ESG Experienced

Keynote Speakers

Ron Cordes

‎Co-Founder, Cordes Foundation
Executive Co-Chairman,
AssetMark – ‎Cordes Foundation

Kevin Parker

Managing Partner
Sustainable Insight Capital Management


Public Equity Panel

Erika Karp

Founder & CEO
Cornerstone Capital Inc.

Paul Schofield

Global Head of ESG

Steve Falci

Pax World Management, LLC

Joe Sinha, CIMA®

Director of Sales & Marketing
Parnassus Investments

Adam Kanzer

Managing Director
Director of Corporate Engagement and Public Policy

Domini Social Investments, LLC

Vivek Tanneeru

Lead PM on the Matthews Asia ESG Strategy
Matthews Asia

Public Debt Panel

Jon Hale

Head of Sustainability Research
Morningstar, Inc.

Christine Pishko

Managing Director of Client Portfolio Management
TIAA Global Asset Management

Catherine Banat

Institutional Portfolio Manager
RBC Global Asset Management

Vishal Khanduja

Head of Fixed Income

Kenneth St. Amand II

Vice President and Client Portfolio Manager

Patrick Drum, MBA, CFA, CFP®

Portfolio Manager & Research Analyst
Saturna Capital

Private Equity/Debt Panel

Richard Zimmerman

Relationship Manager

Joan Trant

Director of Marketing & Impact
TriLinc Global

Michael Hokenson

Managing Partner
Community Investment Management

Sandra Osborne, CFA

Impact Assets

Andreas Feiner

Founding Partner
Arabesque Partners

David L. Giordano

Managing Director
BlackRock Alternative Investors (BAI)

Advisor Panel

Paul Ellis

Paul Ellis Consulting

Luisamaria Carlile, CFP™

Senior Wealth Manager
Veris Wealth Partners

Jeff Gitterman

Co-Founding Partner
Gitterman Wealth Management

Katherine (Burstein) McGinn, CFA®

Financial Advisor
Pell Wealth Partners

Marlena Sonn

President & Founder
Treebeard Financial Planning


8:00-8:30           Registration
8:40-9:00           Planetary Screening 
9:00-10:00         Keynote Speaker: Ron Cordes with Paul Ellis
10:00-10:15        Break
10:15-11:15          Panel 1: Public Equity 
11:20-12:20        Panel 2: Public Debt 
12:20-1:00          Lunch (provided) & Networking
1:15-2:15             Panel 3: Private Equity/Debt
2:20-3:20           Panel 4: ESG Experienced Advisor 
3:30-4:30           Keynote Speaker: Bruce Kahn
4:30-6:00          Happy Hour & Networking

2016 Sponsors and Partners