“Impact Marketing for Impact Investing”

Colin is the Director of Sales for Appleseed Capital. Colin joined Appleseed Capital in 2012. He is responsible for leading the institutional sales and marketing efforts, managing the distribution of the firms mutual fund, private fund and separately managed account strategies in the RIA, Family Office, Foundation & Endowment, Broker Dealer and Wirehouse markets.

Prior to joining Appleseed, he worked in institutional sales at Principal Financial Group. Colin began his career in the securities industry at American Express/Ameriprise Financial employed as an investment advisor. He earned his B.S. in Business Management from Purdue.

Colin is a co-founder of the Sustainable Investing Symposium conferences, Chair of the Professional Education Agenda Committee for the SRI Conference and serves on the membership committee of US SIF. Check Colin's background on FINRA's BrokerCheck.

Betsy joined Aon in September 2014 and leads the marketing team responsible for the Retirement & Investment Solutions practice in the U.S. Prior to joining Aon, Betsy served as the Vice President of Marketing & Communications at both Aviva Investors and Deutsche Bank. She also held marketing and investment administration positions at both Morgan Stanley and Bain Capital. Betsy holds a B.S. in Marketing from Villanova University. 

Blake Pontius joined William Blair Investment Management in 2005. As a Portfolio Specialist on the Global Equity team, Blake provides analytical support to portfolio managers and coordinates the team's integration of environmental, social and governance (ESG) factors in the investment process. Blake has authored white papers and led webinars on William Blair's approach to ESG investing and portfolio integration. He is also responsible for communicating investment strategy and portfolio positioning to clients, consultants and prospects. Previously, Blake was a Relationship Manager responsible for institutional client accounts, including public and corporate pension funds, endowments and foundations invested in the firm’s global/international and emerging markets equity strategies. Prior to joining William Blair, Blake worked at UBS Asset Management and Mercer. Education: B.A. with honor in Economics, Michigan State University; M.B.A. with distinction (Finance), DePaul University.  Blake is a CFA charterholder and a member of the CFA Society of Chicago.

Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016. Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes. Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for Morningstar in 1998. He left the company in 1999 to work for Domini Social Investments, LLC before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the Investment Advisory unit in 2014. Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.