Foliofn Inc will be the producers of the SRI Conference going forward, and Steve discusses Foliofn’s committment to SRI investing and community and to expanding its reach thru future conferences and other gatherings. Foliofn is a Broker Dealer and Custodian, offering expanded, deeper and more sophisticated services for investors and advisors, with a strong emphasis on customizing portfolios, including SRI investing. Steve is positioned to have a significant impact on the SRI community thru the SRI annual conferences and other SRI focused gatherings in the future, so his insights are especially valuable for this community.
The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017. It was the 28th annual SRI conference and had about 800 attendees. This interview was conducted at the conference.