SRI Conference and Community Offers Wealth Managers and Sustainability and Diversity Executives News Ways to Deliver Lasting Financial, Social and Environmental Returns

Professionals seeking an inclusive and shared experience should attend the SRI Conference to learn how values-based investing can grow their business and shape the future of communities.

MCLEAN, VA, September 27, 2018 – The SRI Conference and Community announced today it has launched a redesigned website, which is the first step among many it is taking to help those who create lasting social and environmental returns collaborate, innovate and shape the future of sustainable, impact and responsible (SRI) investing.

The SRI Conference is the longest-running gathering of professionals who are passionate about, engaged in and/or want to learn more about SRI investing. Registration is now open of the SRI Conference, and more than 1,200 attendees are expected at this year’s event. Since the first SRI Conference was held in 1990, attendance has steadily grown, with a 56 percent increase between 2011 and 2017 alone.

November 1-3, 2018
The Broadmoor, Colorado Springs, CO

“I invite all professionals who are interested in SRI, ESG or Impact Investing to visit our newly designed site and register to attend the SRI Conference,” said Jan Mercer Dahms, CEO of the SRI Conference and Community, which is a subsidiary of Folio Financial, Inc. (formerly FOLIOfn, Inc.). “No other SRI event offers financial advisors, investment professionals, researchers, corporate diversity and sustainability executives and other stakeholders the equivalent educational, skill-building and networking opportunities. That’s why so many attendees return year after year.”

The SRI Conference is one of the first of its kind, and, over its 29-year history, has brought together socially responsible investors and companies for the common purpose of directing the flow of capital in a more positive, healthy and transformative way.

Dahms added, “In addition to the SRI Conference, there will be multiple opportunities for investment professionals to engage in-person and online. The first step is to register for our conference.”

Editors, journalists and bloggers who report on wealth management, diversity, corporate governance and sustainable, responsible and impact (SRI) investing are also invited to attend the event. They may request a press pass to the conference by contacting

More than 80 distinguished professionals will be speaking at the SRI Conference. Confirmed speakers include:

  • Jeremy Grantham, co-founder, GMO
  • Kurt Summers, Treasurer, City of Chicago
  • Jon Hale, global head of sustainability, Morningstar, Inc.
  • Robert Jackson, Jr., Commissioner, U.S. Securities and Exchange Commission
  • Chad Myers, chief meteorologist, CNN
  • Michelle Edkins, managing director, BlackRock
  • Gregory Elders, Research, ESG, JPMorgan Indexes
  • George Gay, CEO, First Affirmative Financial Network
  • Jeff Gitterman, co-founding partner, Gitterman Wealth Management, LLC
  • Theresa Gusman, CIO, First Affirmative Financial Network
  • Leslie Samuelrich, president, Green Century Capital Management
  • Greg Vigrass, president, Folio Institutional

Follow the SRI Conference and Community on Twitter (@SRIConference) and Facebook (@sriconference).

About The SRI Conference
The SRI Conference is the longest-running and premier gathering of investment professionals and investors who are passionate about and engaged in SRI investing. It is offered by the SRI Conference and Community LLC., a wholly owned subsidiary of Folio Financial, Inc. Conference participants includes investment professionals, institutional investors and related organizations. The annual event features educational sessions and opportunities to network with more than a thousand like-minded individuals, organizations and experts in the SRI field. The 29th annual SRI Conference will be held on November 1-3, 2018 at The Broadmoor Hotel in Colorado Springs, CO.

About First Affirmative
Financial Network First Affirmative, which is a wholly owned subsidiary of Folio Financial, Inc., provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. It believes that the ways people save, spend and invest can dramatically influence both the fabric and consciousness of society. Investors can make a meaningful difference by consciously directing investment capital toward enterprises that contribute to a clean, healthy environment, that treat people fairly and embrace equal opportunity, that produce safe and useful products, and support efforts to promote world peace. Clients who choose to invest with First Affirmative make a conscious choice to put their money to work for a dual purpose — to provide for a secure retirement, for example, while working for a better, more socially just and environmentally sustainable future for all. First Affirmative Financial Network, LLC is an independent Registered Investment Advisor (SEC File #801-56587).

About Folio Financial, Inc.
Folio Financial, Inc. (formerly FOLIOfn, Inc.) offers various financial, brokerage and custody technology through Folio Investing, Folio Institutional, VIA Folio, First Affirmative Financial Network and The SRI Conference. The firm has more than 19 patents covering an array of financial services and products and has been, and continues to be, a pioneer in a number of areas in the investing and wealth management fields. The Folio family delivers innovative brokerage and custody tools and technology that benefit investors and those who serve them. It provides services to some of the world’s largest financial services firms, boutiques and start ups.


Media Contact
Kathy King
FOLIOfn, Inc.

©2018 Folio Financial, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.