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Weathering the Storm Inspiring innovation through investments that meet the climate challenge

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Page 1: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

Weathering the Storm

Inspiring innovation through investments that meet the climate challenge

Page 2: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

With Grateful Appreciation to All The Contributors

Who Helped Make this Event a Success

THE HALF-CENTURY ($50,000) Monsanto

Walmart

THE FOUR-DECADE ($40,000) Conoco Phillips

THE QUARTER-CENTURY ($25,000) Disney

Freeport McMoRan

Johnson and Johnson

PVH Corp.

Southern Company

With Grateful Appreciation to the Sponsors

Who Helped Make this Event a Success

Page 3: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

With Grateful Appreciation to the Sponsors

Who Helped Make this Event a Success

GOLD ($10,000) AbbVie

Allianz Global Investors

Boston Common Asset Management

Citi

Coca-Cola

Goldman Sachs

JP Morgan Chase & Co.

McDonald’s

Mercy Health

Mercy Investment Services

Occidental Petroleum Corporation

SILVER ($5,000) American Baptist Home Mission Societies

Campbell’s Soup Company

Capital Group

ConAgra

Sisters of Charity of the Incarnate Word

Ford

Gap

Hormel

Johnson Controls, Inc.

Miller/Howard Investments

Pfizer

Rockefeller and Co.

Sprucegrove Investment Mgt. Ltd.

Standish Mellon Asset Mgt. Company LLC

Page 4: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

With Grateful Appreciation to the Sponsors

Who Helped Make this Event a Success

BRONZE ($2,000 - $2,500) American Airlines

Anonymous

Breckinridge Capital Advisors

Broadridge Financial Solutions

Christian Brothers Investment Services

Dignity Health

ELEVATE (HK) Limited

Epoch Investment Partners, Inc.

Hotchkis & Wiley

Legg Mason, ClearBridge Investments

LM Capital

MSCI

Neon Liberty Capital Mgt.

Neuberger Berman

Newmont Mining Corporation

Putnam Investments

Pyramis Global Advisors

Salient Partners

Schroders

BRONZE ($2,000 - $2,500) Sisters of St. Francis of Philadelphia

United Church Funds

Walden Asset Management

Leonard and Margaret Weber

Wespath Investment Management

Zevenbergen Capital Investments, LLC

SPONSOR ($1,500 – 1,000) Anonymous

Bank of America, Merrill Lynch

BlackRock, Inc.

Cambridge Associates

Dana Investment Advisors

Global Partnerships

Halliburton

Harbourvest

Hasbro

Sisters of the Good Shepherd – Province of NY

Trillium Asset Management Corporation

Page 5: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola
Page 6: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola
Page 7: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola
Page 8: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola
Page 9: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

ICCR Appreciates Our Members for their Continued Hard Work and Support

Adorers of the Blood of Christ

Adrian Dominican Sisters

Advocate Health Care

American Baptist Churches USA

Ascension Health System

Bend the Arc

Benedictine CRI

Bon Secours Health System

California Catholic Congregations for Responsible Investing

Catholic Health East

Catholic Health Initiatives

Christian Brothers Investment Services Inc.

Christian Church Foundation

CHRISTUS Health

Church of England Ethical Investment Advisory Group

Church of the Brethren Benefit Trust

Church Pension Fund

Community of Christ

Conference on Corporate Responsibility of Indiana-Michigan

Congregation of St. Basil

Congregation of St. Joseph

Congregation of the Sisters of St. Agnes

Congregation of the Sisters of Charity of the Incarnate Word

Congregation Sisters of the Holy Cross

Deaconess Foundation

Dignity Health

Dominican Sisters of Springfield

Evangelical Lutheran Church in America

Everence

Felician Services, Inc.

Felician Sisters of North America

Franciscan Friars, Holy Name Province

Friends Fiduciary Corporation

Immaculate Heart Mission Inc.

Jesuit Conference, USA

Marianist Province of the U.S.

Maryknoll Fathers and Brothers

Mercy Health

Mercy Investment Services

Faith-Based

Page 10: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

ICCR Appreciates Our Members for Their Continued Hard Work and Support

Mid-West Coalition for Responsible Investment

Missionary Oblates of Mary Immaculate

Northwest Coalition for Responsible Investment

Oneida Trust Fund

Philadelphia Area Coalition for Responsible Investment

Presbyterian Church (U.S.A.)

Reform Pension Board (Reform Jewish Movement)

Reformed Church in America

Region VI Coalition for Responsible Investment

School Sisters of Notre Dame Cooperative Investment Fund

Sisters of Bon Secours

Sisters of Charity of Cincinnati

Sisters of Charity of Halifax, Nova Scotia

Sisters of Charity of St. Elizabeth, NJ

Sisters of Charity of St. Vincent de Paul of NY

Sisters of Charity of the Blessed Virgin Mary

Sisters of Loretto

Sisters of the Humility of Mary

Socially Responsible Investment Coalition

St. Joseph Health System

Trinity Health

Tri-State Coalition for Responsible Investment

Trustees of Donations to the Protestant Episcopal Church

United Church of Christ - The Pension Boards

Unitarian Universalist Association

Unitarian Universalist Congregation

of Shelter Rock

Unitarian Universalist Service Committee

United Church Foundation

United Church Funds, Inc.

United Methodist Church Foundation

United Methodist Church, General Board of Global Ministries

United Methodist Church, General Board of Global Ministries,

Women's Division

Wespath Investment Management

Wisconsin Iowa Minnesota Coalition for Responsible

Investment

Faith-Based

Page 11: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

ICCR Appreciates our Members for their Continued Hard Work and Support

A.Di.G.E.

As You Sow Foundation

Boston Common Asset Management LLC

Calvert Investments

Center for Political Accountability

Church Investors Group

Clean Yield Group

Dana Investment Advisors

Domini Social Investments

ECP International SA

EIRIS

Etica SGR

F&C Asset Management

G.E.S. Investment Services

Groupe Investissement Responsible

Jessie Smith Noyes Foundation

John E. Fetzer Institute

Legg Mason Investment Counsel

Luther King Capital Management

Meeschaert Gestion Privee

Miller/Howard Investments, Inc.

MSCI

Nathan Cummings Foundation

Progressive Asset Management

Rockefeller & Co., Inc.

Sustainability Group, Loring, Wolcott & Coolidge

Sustainalytics

Trillium Asset Management

U.S. Trust

Walden Asset Management

William Caspar Graustein Memorial Fund

Associates

Page 12: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

ICCR Appreciates our Members for their Continued Hard Work and Support

AFL-CIO

AFSCME

AltruShare Securities

Amalgamated Bank

American Federation of Teachers

American Friends Service Committee

Aquinas Associates

AWJ Capital Partners LLC

Bahl & Gaynor

Breckinridge Capital Advisors

Broadridge Financial Solutions

Carleton Centre for Community Innovation

Catholic Health Association of the USA

Center For Responsible Lending

CERES

Claretian Missionaries

Clearbridge Advisors, Legg Mason

Congr. of the Sisters of St Joseph

Investment Cmte.

EACM Advisors

Ecumenical Council for Corporate

Responsibility

Ethical Funds Company

Ethos Foundation for Sustainable

Development

FL Putnam Investment Management

Fondazione Culturale Responsabilità Etica

Fox Asset Management

GAMCO/Gabelli Asset Management

Company

Global Partnerships

Great Lakes Advisors

Green Century Capital Mgt.

Just Capital Foundation

Lighthouse Investment Partners

Loyola University-Chicago

LSV Asset Management

Mennonite Education Agency

National Community Investment Fund

National Council of Churches of Christ in

the USA

Nelson Capital Management, Inc.

Neuberger Berman

Oxfam America

PRI

Pax World Management

Rock Point Advisors, LLC

Roosevelt Investments

RRSE

Salient Partners

Scout Investment Advisors

Service Employees International Union

Shareholder Association for Research

(SHARE)

Sisters of Divine Providence

Sisters of Notre Dame

Sisters of St. Dominic of Blauvelt, NY

Sisters of St. Francis of the Neumann

Communities

Sisters of St. Joseph

St. Walburg Monastery

SumOfUs

Sustainable Investments Institute (Si2)

TIAA-CREF

Trinity Wall Street

T' Ruah: The Rabbinic Call for Human

Rights

UAW Medical Benefit Trust

Universal Health Care Foundation of

Connecticut

University of Saint Joseph

US SIF

Vermont Community Foundation

Wall Street Associates

Westfield Capital Management

Zevin Asset Management

Affiliates

Page 13: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

We cordially invite you to join us

next year as an event sponsor!

Through your sponsorship you help underwrite the global leadership ICCR has provided for

over 40 years. As a sponsor, you will:

Have an opportunity to connect with over 300 key opinion leaders from the public, private and philanthropic sectors;

Interface with corporate social responsibility leaders from the financial services industry, corporate sector, religious and academic communities; and,

Make a meaningful contribution to ICCR’s most important annual fundraising event.

To learn more about becoming a sponsor, speak to any member of ICCR’s staff or governing

board, or call Laura Berry at 212-870-2294.

Page 14: Weathering the Storm · Walden Asset Management William Caspar Graustein Memorial Fund ... GAMCO/Gabelli Asset Management Company Global Partnerships Great Lakes Advisors ... Loyola

Is your organization interested in

becoming a member of ICCR?

Contact Allison Lander at 212-870-2984 or [email protected]

to learn more about ICCR membership.