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14th annual SRI in the Rockies

The Resort at Squaw Creek, Lake Tahoe
October 19-22, 2003

A Special Invitation to a Very Special Conference 

You are cordially invited to the 14th annual SRI in the Rockies Conference.

SRI in the Rockies is the national conference for the socially responsible investment (SRI) industry in the United States.  This year’s prestigious gathering of investment professionals, practitioners and organizations working in the social investment field will begin on Sunday afternoon, October 19th.  We will work and learn and plan and dance together through Wednesday morning, October 20th.  This year’s conference venue is the beautiful Squaw Creek Resort near Lake Tahoe.

The conference is open to all SRI-oriented practitioners and investment professionals who are looking to benefit from an outstanding series of educational sessions and from a focused opportunity to network with hundreds of other like-minded individuals, organizations and leaders in the social investment field.

We are planning a memorable conference where new ideas about socially responsible investment services, shareholder action and community development strategies will be exchanged, and future directions proposed.  You will find the agenda posted on the conference website at www.SRIintheRockies.com.  Check back periodically for updates.

Some of the speakers/presenters you will enjoy this year include:

Robert A.G. Monks, Co-Founder ISS; Co-Founder, The Corporate Library

Ronald A. Rosenfeld, President, GNMA

Nancy Barry, President, Women’s World Bank

Carl Pope, Executive Director, The Sierra Club

Wrise D. Booker, President, Reid Dugger Consulting, Diversity Expert

Dennis Hayes, Founder, Earthday; Co-Founder, CERES, President, The Bullitt Foundation

SRI in the Rockies is designed to stimulate the thinking and serve the needs of people who are actively involved in the socially responsible investment industry.  The agenda will once again offer two tracks:

·         The Professional Track will focus on investment and practice management issues.  We expect conference sessions to qualify for 6-8 hours of CE credit for Certified Financial Planners.

·         The Social Issues Track will focus on various timely social issues, shareholder advocacy initiatives and community investment strategies.

The winner of the Social Investment Forum’s annual Moskowitz Prize for excellence in academic research will be awarded during the conference, as will the 2003 SRI Service Award.

You will find a Registration Form attached in PDF that you can use to register for the conference, or you can Register Online.  If you prefer using a credit card, please use our online registration facility.  Your registration fee is due in full on or before the cut-off dates indicated on the registration form and will allow you to attend all sessions, receptions, breaks, social events, eight meals (dinner on Sunday through brunch on Wednesday), taxes and gratuities.  Note: Participants will be expected to pay for the entire conference registration even if you arrive late or depart early.

We ask each conference participant to voluntarily contribute to the cost of making SRI in the Rockies climate neutral.  Please calculate your travel miles and your carbon credit offset, add the cost to your registration fee.

You will need to make travel and hotel arrangements separately from your conference registration.  Call The Resort at Squaw Creek directly at 1-800-327-3353 or you can reserve a room online at www.SquawCreek.com.  Discounted room rates will be available to conference participants through September 17th.  Be sure to mention that you are with the SRI in the Rockies group when you reserve your room.  The Resort at Squaw Creek is 45-minutes from the Reno airport which is served by many major carriers.  It’s about a two and a half hour drive from Sacramento.

SRI in the Rockies is produced by First Affirmative Financial Network in partnership with the Social Investment Forum.  The generous sponsorship of many SRI industry service providers makes this conference one of the most affordable professional events offered in any given year.  Please see the attached List of Sponsors.  Note that Conference Sponsorships are still available.  Please call 888-774-2663 for more information about supporting SRI in the Rockies and gaining visibility for your firm among the expected 450 conference participants.

FAFN will be hosting a Pre-Conference networking and training program for brokers, financial planners and investment advisers beginning on Saturday, October 18th.  Any investment professional interested in connecting with the nationwide First Affirmative Financial Network is invited to join us during this pre-conference time.  Call 1-888-774-2663 for more information.

Mark your calendar and register now.  SRI in the Rockies is an event you don’t want to miss.  We hope to see you at Squaw Creek in October.

Sincerely, Your Hosts,

George Gay and Steve Schueth

First Affirmative Financial Network, LLC

2003 Participant Registration Form.pdf