SOCAP15 Program Book FINAL.pdf

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SESSION DESCRIPTIONS

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WEDNESDAY, OCTOBER 7

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SOCAP15 / CONFERENCE GUIDE6

FOUNDERS’ WELCOME

Welcome to SOCAP. This is our largest gathering ever, with more people coming from more countries than ever before. We are – for the sixth year in a row – the largest conference in the world that is mixing the people who want to use business to change the world for good with the people who invest and make that happen. For a conference in its eighth year, that’s pretty unusual.

One reason this is true is that we actively listen to what is working in the world and what isn’t, and then we iterate and adapt the conversation. And we are, even more than before, where the innovators in business and finance gather to work together to get things done, announce new milestones, and find new partners, funders, and fellow founders.

Another reason SOCAP continues to grow is that we start with the question why: why are we moving our money to be in line with our values? Meaning is on the agenda at SOCAP – it’s not just about the money and it’s not even only about investing to make a better world. Why we care, and why we use the market as a tool is to enact inclusive love. Creating this new economy is core to what brings us together at SOCAP, and keeps us coming back. The format engages the whole person (our beliefs, our actions, our values, including how we use our money) with an active hope that is working to build the world we want and believe in – towards justice and inclusion and away from oppression and prejudice.

One sign that this mix of a movement and a market phenomenon is reaching mainstream is that we have good corporates here, like Patagonia, along with major mainline investment companies, like BlackRock and Bain. Those investment firms did not get an attack of altruism; instead they – along with Goldman Sachs and others – are creating impact investment vehicles in response to investor demand. Their customers are tired of the traditional rapacious and extractive ways of Wall Street business-as-usual.

People come here because they want to invest their money in line with their values, or they are part of the startups and larger companies that are making that happen for people.

This year we have a far larger focus on public equities, real assets, and all the asset classes a person can put their money into. The divest/invest movement – as a response to climate change – is the driver. The movement is causing fund managers, foundations, and university endowments to divest their holdings in carbon- and fossil fuel-intensive companies and it’s led to the new reality that we can move all of our money in line with our values.

We are excited about some independent research that we got funded that can serve as a guide to money managers taking part in this divest/invest movement. The research will make it more possible for the money managers to invest in fully carbon- and fossil fuel-divested public companies that have instead invested in businesses that outperform the market without increasing climate change.

For investors this year, we are going to highlight a lot of exciting companies in categories like financial inclusion: shifting the pyramid paradigm from one of making money off the poor to making money from reducing the cost of being poor. That is a sector where the market and justice clearly overlap; where you can do good improving lives and also get high returns.

And for 2015, we have an increased emphasis on slow returns: investing in our own neighborhoods here in the United States that, over time, will create the places our kids and grandkids will want to move back to.

We are calling that track Neighborhood Economics and its goal is to accelerate the flow of capital to neighborhoods; that is, all the neighborhoods in your city or town … the ones you live in and frequent and also the ones you might be afraid to wander into. Just

WELCOME 7

like SOCAP involves the whole person and not just our money, Neighborhood Economics is about the whole community, not just the banks and the real estate developers. Community leaders, congregations, city officials, and neighbors all come together to make economic change that works for all.

At SOCAP we’re emphasizing the funding side of the slow money and localism movement that is exploding in communities across the country. We’re looking deeply at food systems, and at investing in small businesses run by minority and immigrant entrepreneurs, who are not going to move to Silicon Valley, but who can create wealth in poor neighborhoods here at home. Cooperatively-owned solar power and wireless and buying locally are all part of that. And the innovation around how to use varieties of deeply local, relational crowdfunding is making something new happen that we’re keeping an eye on.

People are taking their economies from Wall Street back to Main Street and it’s a great sign of hope. The Neighborhood Economics movement can create resilient communities that are better able to deal with the transition through climate change.

And because this movement is increasingly inclusive, it is also protection against the massive systemic risk of wealth disparity. It’s a fact that more impact investing dollars have gone to solutions that help Africans than African Americans, but neighborhood economics can be part of changing that. The market can be a tool to combat racism and create new relationships of respect between lenders and borrowers rather than the dependency relationship of donors and grantees. New relationships between neighbors in your city are one of the results of that new kind of inclusive local investing. So, that’s where an increasing amount of the money divested from Wall Street is going to go as those new funding tools open up and start to flourish and replicate in cities and towns across the country.

If you’ve never been to SOCAP, you might want to know that people who are first-timers often say coming here is energizing, amazing, and sometimes like drinking from a fire hose. You will see all the diversity of what this mashup of a movement and a market phenomenon has to offer, and now you are part of it.

Be on the lookout for the valuable stranger; the unlikely ally who may be standing next to you in the lunch line, or in a panel session or interactive workshop. This conference is a gathering of the people using the market to change the world, and the people who are intrigued by it, young people looking for a way to put meaning into their careers rather than being sucked into corporations, the people looking somehow to change careers and be part of the movement.

Look around. We are the people who are the answer to what we want the world to be. Let’s listen, learn, talk, trust the magic of collective intelligence, and find ways to get involved. This is the largest global gathering of people using new ways to meet the challenges of the world. Take advantage of it and enjoy it. Welcome to SOCAP15.

KEVIN JONES

Convener

ROSA LEE HARDEN

Producer


MissionHUB is building the future of social innovation.

As a part of the global Impact Hub network with its more than 11,000 members, we own and operate 5 Impact Hub coworking and events campuses in San Francisco, Berkeley, New York, Philadelphia, and DC, as well as the annual SOCAP conference.

We believe trust, collaboration, and courage shape communities where ideas and change can thrive. These core values make up our DNA and guide us in reaching social and environmental benchmarks.

Being a B Corp strengthens our resolve to achieve higher standards, and empowers change-makers in

our community to do the same.

Visit www.mission-hub.com to learn more.

WELCOME 9

MissionHUB is building the future of social innovation.

As a part of the global Impact Hub network with its more than 11,000 members, we own and operate 5 Impact Hub coworking and events campuses in San Francisco, Berkeley, New York, Philadelphia, and DC, as well as the annual SOCAP conference.

We believe trust, collaboration, and courage shape communities where ideas and change can thrive. These core values make up our DNA and guide us in reaching social and environmental benchmarks.

Being a B Corp strengthens our resolve to achieve higher standards, and empowers change-makers in

our community to do the same.

Visit www.mission-hub.com to learn more.


WELCOME FROM MissionHUB

Hello!

In March 2015, I joined MissionHUB as CEO and I’m thrilled to be spending SOCAP15 with you.

As you may know, MissionHUB is the parent company of SOCAP. In addition to SOCAP, we own and operate five Impact Hub coworking and events campuses in San Francisco, Berkeley, New York City, Philadelphia, and Washington, DC. Our Impact Hubs are part of the global Impact Hub network of more than 11,000 members in 70+ locations around the world.

Our mission is to support social innovators in building sustainable businesses that drive long-term social and environmental change.

We believe that sustainable change requires a marketplace of ideas, products, services, and both human and financial capital – all focused on the unique resources that social innovators need to be successful. MissionHUB is that marketplace.

From the rich, thought-leading conversations at SOCAP to the events that we produce weekly at our Impact Hub campuses, one of MissionHUB’s unique strengths is programming. You will see an even greater emphasis on programming in the coming year, including the new SOCAP365 education series that extends SOCAP themes into each of our campuses: Financial Inclusion at Impact Hub NYC, Sustainable Cities at Impact Hub SF, Sustainable Food and Ag at Impact Hub Berkeley, Civic Innovation at Impact Hub DC, and Impact Investing at Impact Hub Philadelphia.

Please take some time to visit the Impact Hub pop-up campus we created at SOCAP15 and get a feel for the magic that our diverse community of members experience every day.

Cheers,ERYC BRANHAM

CEO, MissionHUB

www.mission-hub.com

@themissionhub

investors

non-profits

institutions

global innovators

foundations

social entrepreneurs

universities

corporate orgs

social enterprises

governments

MissionHUB supports social innovators in building

sustainable businesses that drive long-term social and

environmental change

We are B Corp certified to meet rigorous standards of social and

environmental performance, accountability, and transparency

76 locations11,000 members worldwide

impacthub.net

“Where change goes to work”

Our Mission “At the intersection of money & meaning”

Annual Conference Established, 2008

SOCAP365: Year-round events series at Impact Hub campuses

Calvert

Deutsche Bank

Echoing Green

Google.org

Herman Miller

ImpactAssets

Omidyar

USAID

PAST PARTNERS PAST SPEAKERS

office space / meeting rooms / workshops / events space / speakers / education / accelerator programs / mentors / community / thought leadership / connections

YOU ARE HERE

What’s your mission? Jed Emerson

Leila Janah

Van Jones

Judith Rodin

Premal Shah

Creating access, awareness, and opportunities for top Black and Latino/a engineering talent

Expanded while at Impact Hub

Partnered with Google for Entrepreneurs to create an Entrepreneur- in-Residence program

Leading K12 content management solution

Impact Hub member

Part of Better Ventures’ Accelerator

Acquired by Renaissance Learning

socialcapitalmarkets.net

Member of the global association

Largest Conference for Impact Investors & Social Entrepreneurs

MissionHUB Supports World-Changing Ventures

Our 5 Campuses Social Innovation Thought Leadership

Theme: Sustainable Food/Ag

Theme: Financial Inclusion

Theme: Sustainable Cities

Theme: Impact Investing

Theme: Civic Innovation

#5years5cities

WELCOME 11

www.mission-hub.com

@themissionhub

investors

non-profits

institutions

global innovators

foundations

social entrepreneurs

universities

corporate orgs

social enterprises

governments

MissionHUB supports social innovators in building

sustainable businesses that drive long-term social and

environmental change

We are B Corp certified to meet rigorous standards of social and

environmental performance, accountability, and transparency

76 locations11,000 members worldwide

impacthub.net

“Where change goes to work”

Our Mission “At the intersection of money & meaning”

Annual Conference Established, 2008

SOCAP365: Year-round events series at Impact Hub campuses

Calvert

Deutsche Bank

Echoing Green

Google.org

Herman Miller

ImpactAssets

Omidyar

USAID

PAST PARTNERS PAST SPEAKERS

office space / meeting rooms / workshops / events space / speakers / education / accelerator programs / mentors / community / thought leadership / connections

YOU ARE HERE

What’s your mission? Jed Emerson

Leila Janah

Van Jones

Judith Rodin

Premal Shah

Creating access, awareness, and opportunities for top Black and Latino/a engineering talent

Expanded while at Impact Hub

Partnered with Google for Entrepreneurs to create an Entrepreneur- in-Residence program

Leading K12 content management solution

Impact Hub member

Part of Better Ventures’ Accelerator

Acquired by Renaissance Learning

socialcapitalmarkets.net

Member of the global association

Largest Conference for Impact Investors & Social Entrepreneurs

MissionHUB Supports World-Changing Ventures

Our 5 Campuses Social Innovation Thought Leadership

Theme: Sustainable Food/Ag

Theme: Financial Inclusion

Theme: Sustainable Cities

Theme: Impact Investing

Theme: Civic Innovation

#5years5cities

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VIRTUAL COMMUNITY

Ask an Impact Hub Host if you need support!Accessing Pathable (our online SOCAP networking and scheduling platform) allows you to:• create a profile and meet fellow attendees• view SOCAP15 sessions• create your personal schedule• view speaker profiles• start and join community discussions• receive real-time event updates

SOCAP15.pathable.com

Twitter: Include #SOCAP15 in your tweets for a global audience who is following live. Follow us at @SOCAPmarkets.

Facebook: Like something you see or hear at the event? Tag it with #SOCAP15 and share it with your friends! We’ll be sharing, too. Like us at facebook.com/SocialCapitalMarkets.

Instagram: When you pick the right filter for your SOCAP pics, tag it with #SOCAP15, and share! Follow us at @SOCAPlive.

COMMUNITY-CURATED DISCUSSIONS

If you’re interested in connecting with a group of attendees around a specific topic or focus area, or continuing a conversation from Pathable face-to-face, we invite you to make it happen! Look for one of the Impact Hub Hosts and ask them for help in finding a time and location to host your discussion. They’ll help you get it onto our SOCAP15 Pathable platform, so others can find you and join the conversation.

We encourage you to reach out via SOCAP15.pathable.com to others who share your interests, and let them know about the time you’ve arranged. You can also arrange a more casual meeting time during breakfast or lunch in the Impact Hub.

CONNECTING@ SOCAP15

Every year at SOCAP, we pair our content with intentionally designed spaces and pathways for engagement, networking, and collaboration. We invite you to actively connect with our community of innovators at SOCAP15.

IMPACT HUB @ SOCAP

Impact Hub is a global community of entrepreneurs, activists, creatives, impact investors, and professionals who are taking collaborative action toward positive social and environmental change. For the 6th year in a row, we’re bringing the Impact Hub experience to SOCAP.

Impact Hub @ SOCAP is your space to relax, to eat, to make art, to connect to other attendees, hold meetings, join compelling conversations, or just fire off a few quick emails. There are Impact Hub representatives at the host desk to answer questions about Impact Hub and support you in scheduling community-curated discussions in real time.

Beyond SOCAP, Impact Hub is the place for driving conversations towards collaborative action and solutions 365 days a year. Connect with us at impacthub.net

HERMAN MILLER AND IMPACT HUB

Herman Miller and Impact Hub have a strongly aligned partnership centered around space design for collaboration. Herman Miller – as global leaders in design – has brought their expertise to the Impact Hub @ SOCAP as well as the Impact Hubs around the world. Their century of experience has evolved Impact Hub thinking around effective and creative ways to bring communities together that will provide the best infrastructure for combining social change with entrepreneurship. We invite you to explore and enjoy the spaces we have co-created here.

CONNECTIONS 15

VOLUNTEERS

SOCAP15 welcomes more than 100 volunteers who will act as your guides to the gathering. Our volunteers are inquisitive students, career changers, inspiring entrepreneurs, and knowledgeable social enterprise staff who are available to answer questions and offer unique perspectives.

#SOCENT CENTRAL

If you are an entrepreneur, want to connect with entrepreneurs, or are looking for entrepreneur-focused resources, make your way to #SOCENT Central in the Impact Hub @ SOCAP. In this space, you’ll find a schedule of office hours and workshops for social entrepreneurs as well as profiles of our 150+ scholarship attendees.

INNOVATION SHOWCASE

See the impact in front of you! Entrepreneurs featured in our Innovation Showcase have products and prototypes of their innovative solutions on-site. Engage with them to learn more about the geography where they work, their hurdles to scale, and the impact they’ve experienced while growing their venture.

SOCAP MARKET

Take home a souvenir from SOCAP15 that supports a social entrepreneur and is good for the world. The SOCAP Market is filled with products made by social ventures that improve the environment, communities, and livelihoods. Also, look for CDs from our featured artist, Chuck Cannon, in this year’s Market.

SOCAP MARKET SPOTLIGHT:

THISTLE FARMS

Joining us at SOCAP this year as the anchor in the SOCAP Market is Thistle Farms, a powerful community of women who have survived prostitution, trafficking, addiction, and life on the streets. Their motto: Love is the strongest force for change in the world.

In 1997, Episcopal priest Becca Stevens (who is speaking on the main stage at SOCAP at 5:30 on Thursday evening) opened one home for four women survivors under the name Magdalene. Today, the residential program of Thistle Farms’ includes case management and advocacy to more than 700 women each year, a two-year residential program with five homes in Nashville, and a recovery program for inmates inside prison. Thistle Farms’ social enterprise employs more than 50 residents and graduates of its residential program annually. The social enterprise is comprised of a natural bath and body care company, Thistle Stop Café, a paper and sewing studio, and a global marketplace called Shared Trade.

Shared Trade: A Fair Share for Women is Thistle Farms’ marketplace of global social enterprises joined by the mission to employ and empower women survivors of trafficking, addiction, violence and extreme poverty. While Fair Trade ensures good wages for workers, Shared Trade takes this one step further by ensuring that

profits are distributed fairly to partners. Thistle Farms provides an online store (sharedtrade.org) and hosts physical marketplaces across America. As a result of Shared Trade, more than 1,025 women of various ages and backgrounds find healing employment among 21 social enterprise partners working in local communities in 10 countries across five different continents.


Also in the SOCAP Market this year are the following SOCAP Scholarship Entrepreneurs:

Amano Artisans:Amano Artisans is committed to empowering and supporting individual artisans, and small artisan businesses that employ women who are head of their household and people who live in low-income areas. Amano collections are 100% handcrafted in Colombia, eco-friendly, and sustainable.

Bee d’Vine:Drinking Bee d’Vine is an indulgence that’s also quite revolutionary since it leads to many good things. We call this the “TASTE CHANGE” effect. When you sip fragrant and smooth Bee d’Vine, you’ll experience exotic floral nectars dancing on your palate while you’re also promoting positive change for our planet’s endangered bees. Taste Change.

Bumbleroot Foods:Through research, recommendations, and travel, Bumbleroot Foods tracks down sustainable farmers and harvesters fighting the good fight, and in particular, those who cultivate highly nutritious superfoods. Using these pure foods, Bumbleroot chefs prepare delicious and wholesome beverages and snacks that are jam-packed with antioxidants, vitamins, and minerals, and formulated to fuel your body. MoringaConnect:Kwami and Emily are co-founders of MoringaConnect, creating innovative, inclusive global supply chains for unique natural products to link smallholder farmers throughout West Africa with conscious consumers worldwide. Their award-winning beauty line, True Moringa, harnesses the moisturizing and anti-aging power of Moringa oil to rejuvenate hair and skin naturally while providing sustainable livelihoods to a network of 1,000 farming families throughout Ghana.

Revive Foods:Revive Foods is a mission-driven food company dedicated to fighting food waste. Revive recovers surplus produce – often cosmetically challenged, bruised, or overripe, that would otherwise go to waste – and processes it into produce ingredients to sell to food businesses. Jams are Revive’s first product. Revive jams are also healthier than alternatives: they are made with significantly less sugar, non-GMO, and with minimally refined ingredients.

REBUILD globally & Deux Mains Designs:Julie Colombino founded REBUILD globally in Port-au-Prince, Haiti immediately after the 2010 earthquake. REBUILD globally is a non-profit that exists to break the cycles of poverty by serving as an incubator to create and implement for-profit social businesses.

Featured in the SOCAP Market is Deux Mains Designs, a Haitian-owned and operated business that empowers and employs Haitian citizens to handcraft unique sandals from upcycled tires and locally sourced leather. What started with 4 craftswomen in the local market, is now a team of 24 expert-trained craftspeople who are hand-making multiple high-fashion lines sold globally; including the Love-Haiti Sandal designed by Kenneth Cole for sale in his retail stores throughout North America.

Six Foods:Six Foods uses crickets milled into a flour to make high protein tortilla chips – Chirps – that are familiar to Americans. This approach aims to normalize insect foods, eventually substituting animal protein with insect protein, thus converting livestock farming (which is largely inhumane and wasteful) to insect farming. By doing so, Six Foods will reduce land and water usage, and greenhouse gas emissions. Insects can be raised humanely in small spaces, like cities, without antibiotics or growth hormones.

Soko:Soko was founded on the belief that innovation can empower women, connect markets, and foster opportunities that change lives. Soko connects consumers to global makers and handcrafted jewelry from the developing world. With Soko, you can discover incredible quality and creative ingenuity made in communities that lie outside of the digital economy. Soko delivers exceptional style with stunning handcrafted jewelry created by artisans in emerging economies, using natural and upcycled materials.

Vega Coffee:Vega Coffee is unlike any other coffee company out there. Each bag is roasted by the people who know coffee best: the farmers who grow it! Vega coffee is then bagged and packed with care and shipped straight to your front door. It arrives to you within days of being roasted, ready to show off its peak flavor. Vega works with more than 90% women smallholder coffee farmers who now earn 4x more than through typical export channels.

CONNECTIONS 17

GUEST ARTISTCHUCK CANNON

Several years ago SOCAP producer Rosa Lee Harden and convener Kevin Jones were walking past a live music venue where these words wafted toward them, carried on a rich harmony of guitar and voice:

We’re all underpaid and we’re all overwhelmedOh how I wish love was the coin of the realmWhere everyone’s rich and nobody’s poorDo you ever wish money don’t matter no more …

It stopped them in their tracks. They sat down and they listened some more, and the more they heard, the more they were sure they wanted Chuck Cannon to come and join here us at SOCAP. (Listen to the song for free at chuckcannon.com/listen.)

That was at least five years ago and this year, finally, the schedule worked out that Chuck was on the West Coast – performing in Seattle and Portland the days before SOCAP – and he is joining us for much of this year’s activity.

Chuck grew up in the South Carolina low country. He’s a Southern boy whose music echoes the R&B, Rock & Roll, and Gospel music he heard from the cradle. Chuck’s songs have been recorded by an incredibly diverse array of mega-stars from around the world

logging more than 25 million airplays (Toby Keith, John Michael Montgomery, Lari White, Wynonna Judd, George Strait, Shawn Mullins, and so many more). His critically acclaimed solo projects, ‘God Shaped Hole’ and ‘Love and Money’ deliver songs that are quite simply stunning. His live performance is funny, thought provoking, riveting. He is touring now with his new solo project, Symphony of Scars… And every scar has a story…

We’re so delighted that Chuck will be performing on the main stage at almost every plenary session. And he’ll participate in a session at 2:30 on Wednesday with Rosa Lee (titled Love, Money, and Music). Join them to engage in some of the creative side of impact, let your left-brain hang loose while your imagination and inspiration are tickled through heart-felt discussion and heart-stirring performance.

“Watching Chuck Cannon for the first time, I decided he is as gifted a scribe as many of the folks on our list of the ‘100 Best Living Songwriters’ ... and funnier than most.” - Josh Jackson, Paste Magazine You can find out more about Chuck at chuckcannon.com, and you can purchase his CDs in the SOCAP Market in the Impact Hub @ SOCAP.

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ENTREPRENEUR EXPERIENCE@ SOCAP15

Entrepreneurs are constantly finding new business opportunities at the intersection of money and meaning. They gather at SOCAP from every corner of the globe to share insights and challenges. Take time to engage with the SOCAP15 scholarship entrepreneurs – they are on the front lines of impact and have amazing stories to share. You can find the 2015 scholarship entrepreneurs and their ground-breaking work at #SOCENT Central, the Innovation Showcase, and the SOCAP Market in Impact Hub @ SOCAP, as well as online through Pathable and Startgrid.

The entrepreneur experience has been generously supported by The Miller Center, Global Alliance for Clean Cookstoves, and kountable.

Additional support and programming is made possible through these outstanding partners:

THE GRATITUDE AWARDSgratitudefund.org

The Gratitude Awards recognizes the most promising and innovative early-stage social ventures in education, community development, and the environment and sustainability. More than 500 companies representing more than 30 countries were nominated. An elite panel of judges has narrowed the pool of nominees down to nine finalists who will each present at SOCAP15 on Thursday. Each Gratitude Finalist company will receive a year of mentoring from The Gratitude Network. Four of the finalists will win Gratitude Awards, which will be given out in the Friday closing session. In addition to mentoring, each of the four Gratitude Awardees will receive an expense-paid trip to meet a Gratitude “Super Mentor” (Ed Catmull, CEO of Pixar; Tim Brown,

CEO of IDEO; George Zachary, VC at Charles River Ventures) and in-kind donations from hardware, software, and services corporate sponsors.

LATAM @ SOCAPSOCAP and Agora Partnerships are again bringing the voice of and shining a light on the Latin American impact ecosystem at SOCAP15. LATAM @ SOCAP offers a space for entrepreneurs and investors active in Latin America to connect and build relationships. Deal Rooms will be hosted by 25 high-growth, investment-ready entrepreneurs who are using business to create social and environmental impact in Latin America.

STARTGRIDstartgrid.com/events/socap

SOCAP is happy to be partnering with Startgrid again this year to provide a platform to engage with scholarshipped entrepreneurs before, during, and after SOCAP15. This year, Startgrid powered the scholarship application and selection process through a new suite of tools on their online platform. We know many in our community have expertise to share with these entrepreneurs, and we hope that – by using this platform – entrepreneurs will be able to build an ongoing dialogue online with people they meet in-person during SOCAP15.

IMPACT ACCELERATOR @ SOCAPThe entrepreneurial experience at SOCAP kicks off before the opening plenary. We host more than 100 social entrepreneurs from all over the world at the Impact Accelerator: a day-long program to support our scholarship social entrepreneurs. The Impact Accelerator helps entrepreneurs amplify the benefit they receive from SOCAP and connect them with a network of peers and mentors that will extend beyond the conference.

YOUR TICKET: SPONSORING ENTREPRENEURSSOCAP sets aside 150 tickets (a tremendous amount of our budget) to provide entrepreneur scholarships. Your ticket, our many speakers who pay their way to the event, and sponsor contributions all make this financially possible. By making scholarships available and bringing these on-the-ground entrepreneurs to SOCAP, we create the vibrant mix of entrepreneurs, investors, and other players that sustain a growing marketplace for impact. We thank you for the role you play in making this space vibrant and changemaking. It is an honor to have you at SOCAP15

ENTREPRENEURS 21


SOCAP15 SOCIAL ENTREPRENEUR SCHOLARSHIP RECIPIENTS

The following are the social entrepreneurs known to have accepted scholarships for attendance to the conference (as of our print deadline for this program book). The most up-to-date list of scholarship entrepreneur attendees is available on our conference site.

Hilary Abell (United States) Project Equity

Tono Aguilar (Guatemala) CASSA

Aleem Ahmed (United States) Love Grain

Marcos Alexander (Ecuador) In Terris - Ambiente Creativo

Matthew Alexander (Colombia) Suyo

Damian Amamoo (Australia) Inception Strategies

Sara Andrews (United States) Bumbleroot Foods

Allison Archambault (United States) EarthSpark International

Christopher Ategeka (Uganda) Rides for Lives

Alloysius Attah (Ghana) Farmerline

Emilie Baird (United States) chic.global

Ana Barrera (Colombia) Aflore

Jon Beirn (United States) Green Worldwide

Graham Benton (Kenya) LishaBora Hydroponics Limited

Jack Beuttell (United States) Kunoa Cattle Company

Flaviano Bianchini (Italy) Source International

Peris Bosire (Kenya) FarmDrive

Molly Burke (Uganda) Bicycles Against Poverty

Nigel Carr (United States) Qorax

Deborah Castillero (United States) Bilingual Children’s Enterprises

Raghurman Chandrasekaran (India) E-Hands Energy (India) Pvt. Ltd.

Anya Cherneff (United States) Empower Generation

Julie Clugage (United States) Team4Tech

Ana Coll (Mexico) Iluméxico

Julie Colombino (United States) REBUILD Globally - Powering Deux Mains Designs

Ruxandra Creosteanu (Romania) Babele Create Together Srl

Emily Cunningham (United States) MoringaConnect

Raquel da Cruz (Brazil) Brasil Aromáticos

Dipanwita Das (India) Das Social Strategies

Dominique Davison (United States) PlanIT Impact

Brandi DeCarli (United States) Farm from a Box

Laurent Demuynck (Rwanda) Kigali Farms

Shamini Dhana (United States) Dhana Inc.

Felipe Dib (Brazil) Você Aprende Agora

Gideon Emorut (Uganda) Geel Medical Services

Roy Erick Flores Guerrero (Peru) Rayvi

Joseph Fernandez (Hong Kong) Solageo

Natalie Fields (United States) Accountability Counsel

Gwendolyn Floyd (United States) Soko

Pablo Freund (United States) Be Girl

Virginia Gardiner (United Kingdom) Loowatt Ltd.

Florin Gheorghe (Canada) Arbutus Medical

Shrutika Girdhar (India) Bodhi Health Education Pvt. Ltd.

John Gohring (Nicaragua) Cosecha Partners S.A.

Danielle Goldschneider (United States) Sproxil, Inc.

Romel Gonzalez (Mexico) Cooperative Chac Lol

Devon Grimme (United States) Prometheon Pharma

David Groves (United States) Private Capital for Public Good

Juan Guerra (United Kingdom) StudentFunder Ltd.

Avnish Gungadurdoss (Colombia) Instiglio

Parag Gupta (India) Waste Ventures India

Marc Henrich (United States) Solubrite

Jeremy Higgs (Pakistan) EcoEnergyFinance

Grant Hosford (United States) codeSpark

Maria Antonia Hoyos (Colombia) LittleBigMoney

Jose Ignacio Avalos (Mexico) SomosAgua

William Jackson (United States) Village of Wisdom

Yscaira Jimenez (United States) Labor Exchange

MJ Kaplan (United States) Loomio

David Karabelnikoff (United States) ORCA (Ocean Rich Communities of Alaska)

ENTREPRENEURS 23

Enrique Kaufmann (Mexico) Ta’akbil Ja

Hiraa Khan (United States) CrowdDefend

Saleha Khumawala (United States) Stimulating Urban Renewal through Entrepreneurship (SURE)

Juan Lagrange (Peru) Akdemia

Kelly Lavelle (Senegal) ElleSolaire

Amy Li (United States) Dance4Healing

Heejae Lim (United States) TalkingPoints

Luisa Lombera (Mexico) Pixan LLC

Jaydeep Mandal (India) Aakar Innovations Pvt. Ltd.

Diego Martínez (Chile) Open Green Road

Shaffi Mather (United States/United Arab Emirates) MUrgency

Njeri Mathu (United States) AnaCheza

Austin McGee (United States) WellDone

Isabel Medem (Peru) x-runner Venture

Carolina Medina (Colombia) Agruppa (SokoText)

Manik Mehta (India) Leaf Innovation Pvt. Ltd.

April Mendez (United States) Fresh Coast Capital

Eve Meyer (Kenya) PowerGen Renewable Energy

Kirk Miller (United States) Aqua Gardens Family Farm

Ian Monroe (United States) Etho Capital

Gal Moore (United Kingdom) Desolenator

Megan Mukuria (Kenya) ZanaAfrica

Trish Nixon (Canada) CoPower

Adeloye Olanrewaju (Nigeria) Safermom

Daquan Oliver (United States) Recesspreneurs

Evin Ollinger (United States) CarePath

Cristian O’Ryan (Chile) SULI LAB (Sun Light Laboratory)

Shantanu Pahak (Singapore) CareNx Innovations

Carolina Lara Pastrana (United States) Amano Artisans

Shyam Patra (India) Naturetech Infrastructure Pvt. Ltd.

David Paull (United States) Compostwheels, LLC

Gitte Pedersen (United States) Genomic Expression

Andrea Perez (Venezuela) HIPGive

Miranda Phua (Australia) CityTaps

Neelam Pol (India) Khel Planet Foundation

Rodulfo Prieto (Peru) Laboratoria

Karla Ramirez (Honduras) Modatec Industrial

Nathan Ranney (United States) Achatina Snail Farms

Sebastian Sajoux (Argentina) Arglite SPC

Aaron Sebesta (United States) Axios Impact Investments

Rustam Sengupta (India) Boond Engineering & Development (P) Ltd.

Mouhsine Serrar (India) Prakti

Lara Setrakian (United States) News Deeply

Isabel Sheinman (United States) Library for All

Matthew Smith (Thailand) Fortify Rights

Ayele Solomon (United States) The Honey Wine Company

Mariana Somma (United States) Calientamigos

Christine Souffrant (Haiti) Vendedy

Stephanie Speirs (United States) Solstice Initiative

Michael Stoll (United States) San Fransisco Public Press

Matt Stormont (United States) togetherfarm

Paulo Stufano (Italy) EggPlant

Jennifer Stutsman (Kenya) Miti Health

Christina Tang (Hong Kong) Blue Sky Energy Technology Ltd.

Salinee Tavaranan (Thailand) SunSawang Company Ltd.

Robert Terenzi (Nicaragua) Vega Coffee, Inc.

Michael Thornton (United Kingdom) Carbon Analytics

Elia Timotheo (Tanzania) East Africa Fruits Farm & Co. Ltd.

Manuel Doroteo Tzul Alvarado (Guatemala) Mayaversatil

Jesse van de Zand (India) Janta Meals

Rob van Rooij (Netherlands) XS2Justice Network International

Saransh Vaswani (India) Saajha

Martin Vender (Chile) Best Energy

Thomas Venon (South Africa) Eighteen East

Carvell Wallace (United States) Vibosity

Rose Wang (United States) Six Foods

Stefanie Weiland (United States) LifeNet International

Michael Wilkerson (Uganda) Tugende

Paul Winkel (Peru) PowerMundo

Zoe Wong (United States) Revive Foods

Mike Woodard (Nicaragua) Vida Harvest: Farming for Life

Nancy Zamierowski (United States) Yellow Seed: The Collaborative Project

CO

NT

ENT


SOCAP15 PROGRAMMING

SOCAP does not exist without this community. Every piece of content that delights, challenges, and overwhelms at SOCAP15 has been proposed and driven by practitioners who not only care about sharing their own work, but also building the collective knowledge and experience of this growing field.

I am honored to be directing traffic here at the intersection of money and meaning. Session proposals come in at increasing speed from the first SOCAP ticket announcement through our program book publishing deadline. They come from near and far, from SOCAP regulars and through SOCAP Open, from Impact Hub members and previous SOCAP volunteers. There is not a single point of view or predetermined direction for SOCAP content because it springs from and reflects the diversity of an evolving global impact conversation.

To everyone who organized a session or is participating as a speaker, thank you for contributing your time and effort to SOCAP15. And for everyone who is not speaking, your time and effort at SOCAP15 is just as valuable for the marketplace we aim to convene. There is as much wisdom in the crowd at SOCAP as there is on stage, so take the time to introduce yourself to the person sitting next to you in a session.

To facilitate those connections, we encouraged more interactive formats in our programming this year. Join a workshop or design session to take a more active role and meet other attendees with similar interests. SOCAPTV is also new at SOCAP15, and features brief but compelling talks by individuals from across the social capital markets. Both of these formats are based on input from previous SOCAP attendees, and we look forward to hearing your feedback.

SOCAP truly is what you make of it, and I thank you all for making it such a thoughtful, creative, and energizing community.

LINDSAY SMALLING

Director of Programming

SOCAP15THEMES

$ ImpactInvesting

It’s been a banner year for impact investing, and participation across sectors is accelerating the field into the mainstream. We will dig into the current state of the field and look to the future – from capital innovations in new issue areas and geographies, to the next generation of metrics and measurement and catalytic support for high-impact entrepreneurs.

Meaning

Meaning is found in community, faith, shared experience, relationships to people and places, communing with nature, self-reflection and self-expression, and knowing that we are making a difference over the long-term. Beyond inspiration, the Meaning track at SOCAP15 grounds the conversation and strengthens our resolve to create the world we want to live in.

Divest/Invest

Beyond divest/invest as a response to climate change, SOCAP will explore a total portfolio approach to aligning investment assets with personal or institutional objectives. Fixed income products that advance green infrastructure, public equity products that evaluate environmental, social, and governance factors, and new ways of investing in local communities highlight the investment opportunities across asset classes for an impact portfolio aligned with mission and meaning.

PRESENTED BY:

$ FinancialInclusion

2.5 billion adults globally, and more than 100 million in the United States, do not have access to bank accounts. Innovative work in financial inclusion has the potential to make a significant positive impact on the lives of people who are outside the mainstream economy in the US and around the world. Learn more about technological advances using smartphones and big data, as well as culturally literate, anthropological approaches that lower the cost of being poor.

NeighborhoodEconomics

Let’s accelerate the flow of capital into neighborhoods and rural communities, and distribute capital more equitably in cities. Local investing, creative placemaking, place-based philanthropy, and cross-sector collaboration all play a role in developing a vibrant local ecosystem. Neighborhood economics means taking back the economy to invest and give in a way that creates community wealth for all.

21stCenturyTalent

The growing impact economyneeds a strong pipeline of talent,from entry level to top executives. How can graduate programs and startups better train multilingual leaders, and how can impact businesses develop and support fulfilling career paths for this sector? At SOCAP15 we will engage the community to uncover the gaps, share solutions, and kick-start the next generation of professional development for the impact economy.

Livingin theFuture

“Past performance is not an indicator of future results” is truer than ever in the face of accelerating globalization, climate change, technology, and demographic shifts. By understanding the trends – towards urbanization, climate change, aging populations, and more – we can anticipate life in the future and invest to mitigate negative consequences and support resilient, adaptable systems.

SustainableSupplyChain

From Fortune 500 companies to seed-stage startups, businesses are making investments to improve the sustainability of their supply chain, resulting in tremendous positive impact and delivering long-term financial benefit. Sustainability innovations implemented at multiple points from cradle to grave (or cradle to cradle!) reduce costs and improve social and environmental outcomes. The scale and leverage of impact investments into sustainable supply chains make this one of the most exciting areas for further innovation.

Open

SOCAP Open is our means of curating community-generated content, and crowdsourcing input on sessions that participants would like to see at SOCAP15. Open sessions may fall within one of our existing content themes, and will be listed as both. Or they may stand alone as Open, and as just too good an idea to pass up. Thanks to all participants for collaborating to make SOCAP an even richer dialogue.

Wildcard

Wildcard sessions are those that don’t fit particularly within another theme, but are important or emerging conversations. Though these topics may be out-of-the-box or undefined in the sector, we find it’s important to be responsive to the diversity of interests within our community. This year, several sessions within the Wildcard theme explore entrepreneurial challenges and solutions in both the non-profit and for-profit sectors.

CONTENT 27

PRESENTED BY:

PRESENTED BY:


SOCAPTV

SOCAPTV is a conference within a conference. With 48 speakers giving ten to twelve minute talks over the course of three days, we will capture the stories, challenges, and insights of key stakeholders in the field. SOCAPTV is meant to engage and excite through snapshots, while also highlighting work yet to be done. Join us for this pilot program to hear first-hand wisdom from those working at the intersection of money and meaning.

Every SOCAPTV session will feature four speakers, with an active verb – something that’s actively being done to further our movement – as their unifying theme. We hope you’ll come for a talk that catches your interest and stay to learn something new about the evolving social enterprise landscape.

All SOCAPTV talks will be available for viewing on our social media platforms after the conference.

Join us for the inaugural SOCAPTV in BATS Theatre!

SOCAPTV is hosted by:Maegan Lillis from Full Circle Fund, Zanoon Nissar from Google, and Peter Shanley from Neo Innovation, Inc.

WEDNESDAY 10:45-11:45AM

MEASURING

Can Brands Really be “Good”?Anna White / GOODcorps

Demystifying AcceleratorsJenny Everett / Aspen Network of Development Entrepreneurs (ANDE)

The Lean Data ApproachSasha Dichter / Acumen Fund

Aggregating Portfolio ImpactMichael “Luni” Libes / Fledge LLC

WEDNESDAY 12:00-1:00PM

OVERCOMING

The Intersection of Cannabis and Social Impact InvestingDanielle Kizaire / Bronzeville Urban Development

Cutting Poverty in PeruAdam Noyce / Chemonics International

Art Makes Meaning; People Make ChangeMarc Bamuthi Joseph / Yerba Buena Center for the Arts

The Chance to ResetJane Mitchell / The Reset Foundation


SCALING

Funding the UnfundableLuke Weil / Andina Acquisition Corp.

How to Face Fears and Eat What Bugs YouRose Wang Six Foods

Building the Bank of the Future to Reach the UnbankedCraig Chelius / Mifos Initiative

Social Impact at ScaleRaul Vazquez / Oportun


DESIGNING

Collaboratorium: Social Entrepreneurship, Social Permaculture, & Social JusticeAshara Ekundayo / Impact Hub Oakland

Doing Good BetterJames Norris / Effective Altruism Global

Designing, Building, and Scaling the Multi-Stakeholder Social VentureMarc Lane / The Law Offices of Marc J. Lane

Impact and Innovation from Farm to CupAhmed Rahim / Numi Organic Teas, Brian Durkee / Numi Organic Teas

WEDNESDAY 5-6PM

DISCOVERING

Why Non-Profits Need Social Enterprise Accelerators TooCaryn Capriccioso / interSector partners, L3C

How Documentary Filmmaking Can Inspire Social ChangeGreg Hemmings / Hemmings House

Exploring Cuba’s New HorizonEric Leenson / SOL Economics

Using Big Data for ImpactNeal Myrick / Tableau Software, Shivani Siroya / InVenture Mobile

CONTENT 29

THURSDAY 11-12PM

SHIFTING

Challenging the Orthodoxies of Social ChangeGabriel Kasper / Deloitte Consulting

Building a Digitally Inclusive FutureRose Broome / HandUp, Jennifer Pahlka / Code for America

Bridging Impact Investing and Inclusive BusinessTed London / William Davidson Institute

Connecting Learning to the 21st CenturyConstance M. Yowell / Collective Shift

THURSDAY 12:15-1:15PM

LEADING

Developing Tomorrow’s Impact LeadersMark Horoszowski / MovingWorlds

Targeting a Systems Level ImpactLisa Kleissner / Toniic, Charly Kleissner / Toniic

Playing Business: Reflections on 25 Years of Change from the InsideSteve Wright / Independent Consultant

Prototyping a Better San FranciscoDeborah Cullinan / Yerba Buena Center for the Arts

THURSDAY 2:45-3:45PM

LEARNING

Frontier CapitalPaula Goldman / Omidyar Network

Innovation Amidst the Ebola CrisisWendy Taylor / Center for Accelerating Innovation and Impact, USAID

Critical Thinking Doing: Education for Social ActionÁngel Cabrera / George Mason University

Myth Busting Social EntrepreneurshipAleem Ahmed / LoveGrain

THURSDAY 4-5PM

FUNDING

More than Motorcycles: Small Asset Ownership and a Bottom Up Economic RevolutionMichael Wilkerson / Tugende

Raising Impact Capital from Investors and FoundationsTasha Seitz / Impact Engine, Brian Hill / Jail Education Solutions

Getting **it Done: the Four-Hour Due DiligenceAndy Lower / ADAP Capital LLC

Can Impact Investing Learn from Online Dating?Philip Berber / Enable Impact

FRIDAY 8:30-9:30AM

BUILDING

Can Algorithms Save the World?Paul Duan / Bayes Impact

Sustainable Recovery in a Post-Earthquake NepalJane Mosbacher Morris / TO THE MARKET

Insights of InnovationCleveland Justis / UC Davis Institute for Innovation and Entrepreneurship

The Rebel Leader’s Guide to the EconomyVictor Hwang / Liquidity Corporation

FRIDAY 9:45-10:45AM

COLLABORATING

A Coalition for Sustainable Food SystemsLara Dickinson / OSC2, Jeanne Cloutier / Alter Eco Foods

Open-Source Innovation for Global ChangeEmanuele Musa / Babele

Activating New Stakeholders for Local ImpactRachel Reilly Carroll / Enterprise Community Partners, Gretchen Greiner-Lott / Washington Regional Association of Grantmakers

A Partnership to Combat Housing BlightJoshua Genser / Consultant

FRIDAY 11:00-12:00PM

VALUINGArtisan Enterprise: the New Startup EconomyPeggy Clark/ The Aspen Institute

Using Behavioral Economics for GoodDan Ariely / Duke University

Cleantech Needs You: Impact Investors in the Eco RevolutionDawn Lippert / Energy Excelerator

Equity in the Impact SpaceMelonie Tharpe / Center for Civic Innovation

SESS

ION

S


WEDNESDAY BreakoUt By rooMFESTIVALMAIN STAGE

COWELLTHEATER

FESTIVAL MEETING ROOM 1




SOUTHSIDE THEATER

FIREHOUSE C205 C210 C230 C260 BATS THEATER

10:45

Neighborhood Economics: a Whole Portfolio

$

Impact Investing in 2015: a Panoramic View of the Fields

Connected through Stories

Apparel Industry Leaders Collaborating for Change

Delivering on Promises to Employees: Attract, Engage, and Motivate

Investing in the Next System

Meaning in the Media

$

Healthy Food Financing: What Do We Know?

Driving Social Innovation to Scale with Global NGOs

Why Transparency is Key to Mobilizing and Empowering Communities

Launching the Next Generation of Innovators from University Settings

$

Tomorrow’s Impact Investors

SOCAPTV: Measuring

12:00 $

Exploring Segmentation: Breaking Down Impact Investing to Build it Up

$

Up and Coming Entrepreneurs Using FinTech for Inclusion

$

Vodafone Americas Mobile Fast Pitch

Strong Ties, Big Impact: Constructing Strategic Networks around Founders

Local Investing is Impact Investing: the New 10x on Your Money

Impact Sourcing: Effective Altruism in Action

How We Flourish: Business as an Agent of World Benefit

The New MBA SOCAPTV:

Overcoming

1:15 $

Social Sector Transformation through Pay for Success

$

Mobilizing Capital for Risky Sectors & Geographies: Paths to Success

$

The SOCAP API: Connecting a Thousand Walled Gardens

$

MDGs to the Post 2015 Development Agenda: Where Do We Go from Here?

Understanding and Developing Pragmatic Impact Investment Options

$

Lawyering for Impact

Climate Ventures 2.0

Solving the Gaps for Rural & Artisan Enterprises in Emerging Markets

Investing in Conservation, Pt. 1: Market Growth & Stakeholders

Does Shareholder Engagement Have an Impact?

2:30 A New Social Contract in the Age of Uber

$

FinTech for Good

$

Blended Capital to Support Early Stage Entrepreneurs

$

The Davos Game: an Impact Investing Simulation

Climate Resilience: Acting on a Moral Imperative

$

LATAM@SOCAP: Entrepreneur Pitches and Networking

Why Place Matters

Love, Money, and Music

Investing in Whole People

Age-Friendly Communities: From Concept to Reality

Untapped: Opportunities to Invest in Water

$

Wanted: Alternative Exits

SOCAPTV:Scaling

3:45 $

Investing in Benefit Corps

The Community Quarterback

$

Upgrading Your Due Diligence with a Gender Lens

Building Culture to Drive Mission

$

Your Next Step toward Becoming an Impact Investor

Mass Incarceration and Our Investments in Hope

$

Global Perspectives on Investment Readiness

Climate Change Investing: Three Important Considerations

The New Superheroes: Global Tech Volunteers

Training for Impact: Bringing New Talent into the Sector

SOCAPTV: Designing

5:00 Funding Fair Trade: Gaps & Opportunities in the Supply Chain

Beyond Awareness: Maximizing Media & Storytelling to Drive Social Action

Innovation Station: Designing New Business Models for Sustainability

Hack Your Career with Design Thinking

$

#Collaboration: the SOCAP Commons

$

Equity Capital: Closing the Gender Gap

$

Technology vs. Tradition: Financial Inclusion without Institutions

Harnessing Technology to Scale Social Enterprise

Community Foundations as Leaders of Place-based Investing

New Ways for Startups to Do Good from the Start

SOCAPTV: Discovering

$

ImpactInvesting

Divest/Invest

$

FinancialInclusion


Meaning

33SESSIONS

WEDNESDAY BreakoUt By rooMFESTIVALMAIN STAGE

COWELLTHEATER





SOUTHSIDE THEATER

FIREHOUSE C205 C210 C230 C260 BATS THEATER

10:45

Neighborhood Economics: a Whole Portfolio

$

Impact Investing in 2015: a Panoramic View of the Fields

Connected through Stories

Apparel Industry Leaders Collaborating for Change

Delivering on Promises to Employees: Attract, Engage, and Motivate

Investing in the Next System

Meaning in the Media

$

Healthy Food Financing: What Do We Know?

Driving Social Innovation to Scale with Global NGOs

Why Transparency is Key to Mobilizing and Empowering Communities

Launching the Next Generation of Innovators from University Settings

$

Tomorrow’s Impact Investors

SOCAPTV: Measuring

12:00 $

Exploring Segmentation: Breaking Down Impact Investing to Build it Up

$

Up and Coming Entrepreneurs Using FinTech for Inclusion

$

Vodafone Americas Mobile Fast Pitch

Strong Ties, Big Impact: Constructing Strategic Networks around Founders

Local Investing is Impact Investing: the New 10x on Your Money

Impact Sourcing: Effective Altruism in Action

How We Flourish: Business as an Agent of World Benefit

The New MBA SOCAPTV:

Overcoming

1:15 $

Social Sector Transformation through Pay for Success

$

Mobilizing Capital for Risky Sectors & Geographies: Paths to Success

$

The SOCAP API: Connecting a Thousand Walled Gardens

$

MDGs to the Post 2015 Development Agenda: Where Do We Go from Here?

Understanding and Developing Pragmatic Impact Investment Options

$

Lawyering for Impact

Climate Ventures 2.0

Solving the Gaps for Rural & Artisan Enterprises in Emerging Markets

Investing in Conservation, Pt. 1: Market Growth & Stakeholders

Does Shareholder Engagement Have an Impact?

2:30 A New Social Contract in the Age of Uber

$

FinTech for Good

$

Blended Capital to Support Early Stage Entrepreneurs

$

The Davos Game: an Impact Investing Simulation

Climate Resilience: Acting on a Moral Imperative

$

LATAM@SOCAP: Entrepreneur Pitches and Networking

Why Place Matters

Love, Money, and Music

Investing in Whole People

Age-Friendly Communities: From Concept to Reality

Untapped: Opportunities to Invest in Water

$

Wanted: Alternative Exits

SOCAPTV:Scaling

3:45 $

Investing in Benefit Corps

The Community Quarterback

$

Upgrading Your Due Diligence with a Gender Lens

Building Culture to Drive Mission

$

Your Next Step toward Becoming an Impact Investor

Mass Incarceration and Our Investments in Hope

$

Global Perspectives on Investment Readiness

Climate Change Investing: Three Important Considerations

The New Superheroes: Global Tech Volunteers

Training for Impact: Bringing New Talent into the Sector

SOCAPTV: Designing

5:00 Funding Fair Trade: Gaps & Opportunities in the Supply Chain

Beyond Awareness: Maximizing Media & Storytelling to Drive Social Action

Innovation Station: Designing New Business Models for Sustainability

Hack Your Career with Design Thinking

$

#Collaboration: the SOCAP Commons

$

Equity Capital: Closing the Gender Gap

$

Technology vs. Tradition: Financial Inclusion without Institutions

Harnessing Technology to Scale Social Enterprise

Community Foundations as Leaders of Place-based Investing

New Ways for Startups to Do Good from the Start

SOCAPTV: Discovering

21st CenturyTalent

Living in the Future

SustainableSupply Chain

Open Wildcard


THURSDAY BreakoUt By rooMFESTIVALMAIN STAGE

COWELLTHEATER





SOUTHSIDE THEATER FIREHOUSE C205 C210 C230 C235 C260

BATSTHEATER

11:00 $

At the Tipping Point: Risks and Opportunities of Impact Going Mainstream

Approaches to Impact in Public Markets

How Environmental Investments are Generating Social Outcomes

$

Bridging Gender Analysis and Financial Analysis with Experts in the Field

$

Designing Smarter Financial Services: How to Lean on Behavioral Research

It’s All about Relationships

$

Investing in Movements – Investing in Policy and Political Change

Catalyzing Capital for Invention

Impact Upstream: Helping Suppliers Measure and Improve Impact

Measuring Racism: the Prerequisite for Diversity and Equity

Finding Your Plot: Connecting Storyline with Success

Changing Pursuits and Measures to Alter the Course of History

Powering Economies: the Future of Energy Infrastructure

SOCAPTV: Shifting

12:15 $

The Results are In: Impact Funds are Outperforming

$

Democratizing Impact Investing

$

The Future of Metrics and the Floor-and-Ladder Approach

From Inventor to Entrepreneur

Impact Investing and the Church

Change from the Inside Out: Compassion & Resilience in the Workplace

Mapping the Entrepreneur Ecosystem

$

Scaling Pay for Success

SOCAPTV: Leading

1:30 $

Views from the Ground: a Social Enterprise World Tour

What Uncle Sam Can Do for You: Stories from Entrepreneurs

$

Innovative and Disruptive Technology in Microfinance

$

North American Pitch Showcase

Human Capital Solutions for the Future of Impact Investing

Regenerative Business Models: Lessons from the Front Lines

Real Estate and Displacement: Ownership = Destiny

Strength in Numbers: How Social Enterprises Can Leverage Networks

50 Breakthroughs for Sustainable Global Development

Unlocking the Power of the Voice of Workers in Supply Chains

Investing in Conservation Pt. 2: Established & Emerging Market Opportunities

2:45 LRNG: a New Model for Learning and for Changing Social Systems

$

Impact Measurement: Views from the Experts

$

100% IMPACT Journeys: Archetypal Stories

Investing in Storytelling to Drive Social Impact

The Cost of Not Listening: Stifled Innovation, Misguided Investment

Measuring Impact: Social Incubator Benchmark Research

$

Bridging Boundaries from Impact Investing to Inclusive Business

$

Investing in Solutions that Encourage Sound Financial Decisions

Using Biomimicry to Up Our Game

Funding “Otherness”: the Impact of Race, Culture, Gender, and other Identities

“Why Me?” Say Impact Investors to Cleantech

$

Wharton Insights on Impact Investing

$

Rethinking Remittances

SOCAPTV: Learning

4:00 Cool Companies with Cool Impact Funds

Where Capital Meets Culture

$

Mobile Money Landscape: Evolving Trends Facilitating Mobile Money Success

$

Tune up Your Deal: Aligning Terms and Structures with Objectives

Innovations in Finance: Market-Based Methods to Combat Drought and Forest Fire

Investing in Worker Ownership

$

A Game for the Wealthy: Breaking Down Barriers to Entry with P2P

Impact Investing for your Neighborhood

$

Facilitating Flow

How to Create a Phenomenal Giving Experience

$

Building Financial Capability

SOCAPTV: Funding

$

ImpactInvesting

Divest/Invest

$

FinancialInclusion


Meaning

35SESSIONS

THURSDAY BreakoUt By rooMFESTIVALMAIN STAGE

COWELLTHEATER





SOUTHSIDE THEATER FIREHOUSE C205 C210 C230 C235 C260

BATSTHEATER

11:00 $

At the Tipping Point: Risks and Opportunities of Impact Going Mainstream

Approaches to Impact in Public Markets

How Environmental Investments are Generating Social Outcomes

$

Bridging Gender Analysis and Financial Analysis with Experts in the Field

$

Designing Smarter Financial Services: How to Lean on Behavioral Research

It’s All about Relationships

$

Investing in Movements – Investing in Policy and Political Change

Catalyzing Capital for Invention

Impact Upstream: Helping Suppliers Measure and Improve Impact

Measuring Racism: the Prerequisite for Diversity and Equity

Finding Your Plot: Connecting Storyline with Success

Changing Pursuits and Measures to Alter the Course of History

Powering Economies: the Future of Energy Infrastructure

SOCAPTV: Shifting

12:15 $

The Results are In: Impact Funds are Outperforming

$

Democratizing Impact Investing

$

The Future of Metrics and the Floor-and-Ladder Approach

From Inventor to Entrepreneur

Impact Investing and the Church

Change from the Inside Out: Compassion & Resilience in the Workplace

Mapping the Entrepreneur Ecosystem

$

Scaling Pay for Success

SOCAPTV: Leading

1:30 $

Views from the Ground: a Social Enterprise World Tour

What Uncle Sam Can Do for You: Stories from Entrepreneurs

$

Innovative and Disruptive Technology in Microfinance

$

North American Pitch Showcase

Human Capital Solutions for the Future of Impact Investing

Regenerative Business Models: Lessons from the Front Lines

Real Estate and Displacement: Ownership = Destiny

Strength in Numbers: How Social Enterprises Can Leverage Networks

50 Breakthroughs for Sustainable Global Development

Unlocking the Power of the Voice of Workers in Supply Chains

Investing in Conservation Pt. 2: Established & Emerging Market Opportunities

2:45 LRNG: a New Model for Learning and for Changing Social Systems

$

Impact Measurement: Views from the Experts

$

100% IMPACT Journeys: Archetypal Stories

Investing in Storytelling to Drive Social Impact

The Cost of Not Listening: Stifled Innovation, Misguided Investment

Measuring Impact: Social Incubator Benchmark Research

$

Bridging Boundaries from Impact Investing to Inclusive Business

$

Investing in Solutions that Encourage Sound Financial Decisions

Using Biomimicry to Up Our Game

Funding “Otherness”: the Impact of Race, Culture, Gender, and other Identities

“Why Me?” Say Impact Investors to Cleantech

$

Wharton Insights on Impact Investing

$

Rethinking Remittances

SOCAPTV: Learning

4:00 Cool Companies with Cool Impact Funds

Where Capital Meets Culture

$

Mobile Money Landscape: Evolving Trends Facilitating Mobile Money Success

$

Tune up Your Deal: Aligning Terms and Structures with Objectives

Innovations in Finance: Market-Based Methods to Combat Drought and Forest Fire

Investing in Worker Ownership

$

A Game for the Wealthy: Breaking Down Barriers to Entry with P2P

Impact Investing for your Neighborhood

$

Facilitating Flow

How to Create a Phenomenal Giving Experience

$

Building Financial Capability

SOCAPTV: Funding

21st CenturyTalent



Open Wildcard


FRIDAY BreakoUt By rooMFESTIVALMAIN STAGE

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FESTIVALMEETING ROOM 1




SOUTHSIDE THEATER FIREHOUSE C205 C210 C230

BATSTHEATER

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Bringing Human-Centered Agile Process to Government

Neighborhood Economics: #DetroitRising

Redefining Scale: Depth vs. Breadth

$

What Worth is Wealth: Leaving a Legacy

Impact Investing: Passion Project or Long-Term Career Path?

Money Origins: Karma and Generational Responsibility

Innovative Student Finance: For the Developed and Developing World

Using Catalytic Grants to Spur Innovation in Healthcare

$

Impact Investing in Conflict Regions

The Intentionally Designed Endowment

SOCAPTV: Building

9:45 $

Opportunities for Impact Investors in South Asia and East Africa

Breaking Down Barriers to Inclusive Organizational Culture

Has the Time Come for a Universal Basic Income?

Wanted: Creative Climate Innovators

Case Studies of Creative Ecosystems

$

A Spectrum of Investments in Education

Bigger isn’t Always Better: Accelerating Microbusinesses in Local Economies

$

Build It and They Will Fund It

$

We Raised Money from Impact Angels and Survived!

Conservation Enterprise: Addressing Biodiversity Loss at the Source

Scaling through Replication

SOCAPTV: Collaborating

11:00 World Wide Web of Impact: Bringing Internet to Everyone

$

Scaling Inclusion: Exploring Sophisticated Business Acceleration Methods

Faith Perspectives on Impact Investing

Beyond Risk Mitigation: Creating Impact for Small-Scale Suppliers

Hacking Social Change

Urban Entrepreneurship: Supporting Solutions for Cities

Overseas Investments in Land and Agriculture: Local Resiliency Instead of Land-Grabbing

The State of Social Innovation in China

The Soil Will Save Us: Carbon Sequestration and Building a Soil Fund

SOCAPTV: Valuing

$

ImpactInvesting

Divest/Invest

$

FinancialInclusion


Meaning

SESSIONS 37

FRIDAY BreakoUt By rooMFESTIVALMAIN STAGE

COWELLTHEATER





SOUTHSIDE THEATER FIREHOUSE C205 C210 C230

BATSTHEATER

8:30

Bringing Human-Centered Agile Process to Government

Neighborhood Economics: #DetroitRising

Redefining Scale: Depth vs. Breadth

$

What Worth is Wealth: Leaving a Legacy

Impact Investing: Passion Project or Long-Term Career Path?

Money Origins: Karma and Generational Responsibility

Innovative Student Finance: For the Developed and Developing World

Using Catalytic Grants to Spur Innovation in Healthcare

$

Impact Investing in Conflict Regions

The Intentionally Designed Endowment

SOCAPTV: Building

9:45 $

Opportunities for Impact Investors in South Asia and East Africa

Breaking Down Barriers to Inclusive Organizational Culture

Has the Time Come for a Universal Basic Income?

Wanted: Creative Climate Innovators

Case Studies of Creative Ecosystems

$

A Spectrum of Investments in Education

Bigger isn’t Always Better: Accelerating Microbusinesses in Local Economies

$

Build It and They Will Fund It

$

We Raised Money from Impact Angels and Survived!

Conservation Enterprise: Addressing Biodiversity Loss at the Source

Scaling through Replication

SOCAPTV: Collaborating

11:00 World Wide Web of Impact: Bringing Internet to Everyone

$

Scaling Inclusion: Exploring Sophisticated Business Acceleration Methods

Faith Perspectives on Impact Investing

Beyond Risk Mitigation: Creating Impact for Small-Scale Suppliers

Hacking Social Change

Urban Entrepreneurship: Supporting Solutions for Cities

Overseas Investments in Land and Agriculture: Local Resiliency Instead of Land-Grabbing

The State of Social Innovation in China

The Soil Will Save Us: Carbon Sequestration and Building a Soil Fund

SOCAPTV: Valuing

21st CenturyTalent



Open Wildcard


2:00 pMGENERAL REGISTRATION OPENSRegistration Desk

3:00 pM GETTING THE MOST FROM YOUR SOCAP EXPERIENCE60 minute session / Festival Main Stage

4:30 pM IMPACT BAZAAR: CELEBRATING ENTREPRENEURS90 minute Session / Festival Main StageKick off your SOCAP experience with a healthy dose of inspiration! Social entrepreneurs are on the front lines of impact and their stories hold insight and inspiration, as well as grit and struggle. Those experiences bring meaning to the work of so many individuals and organizations that fill this marketplace. Make plans to join us for this celebratory session that puts the spotlight on bold and unreasonable changemakers.

Sam Utne / Impact Hub New York City Tae Yoo / Cisco & UBI Global Randy Haykin / The Gratitude Awards Becca Stevens / Thistle Farms Matt Flannery / Branch Alloysius Attah / Farmerline Kevin Jones / SOCAP Rosa Lee Harden / SOCAP Chuck Cannon / Singer, Songwriter

6:00 pMOPENING NIGHT PARTYOutside Festival PavilionJoin us for a mobile San Francisco tradition – Off the Grid food truck feast and live music.

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SPECIAL PROGRAM REGISTRATION OPENSRegistration Desk

9:00 aM IMPACT ACCELERATORGeneral’s ResidenceThe Impact Accelerator is specifically designed for social entrepreneurs, to amplify the benefit they receive from SOCAP and connect them with a network of peers and mentors that will extend beyond the conference.

9:30 aM LATAM @ SOCAPBuilding C, 2nd FloorFor the third year, Agora Partnerships is bringing the voice of the Latin American impact ecosystem to SOCAP.

The program for the day includes entrepreneur pitches and deal discussions, allowing investors and entrepreneurs to get to know each other in an intimate setting. These sessions are by invitation only.

10:00 aM ACCELERATING THE ACCELERATORSFirehouseThe teams at the Global Social Benefit Incubator (GSBI), SOCAP, and Conveners.org have worked together again to bring you a workshop specifically tailored to serve accelerator leaders. This year we will look at tools, resources, and pain points for program managers through lens of the path of the entrepreneur through the impact accelerator ecosystem.

SESSIONS 39

7:30 aM BreakfastImpact Hub @ SOCAP

8:30 aM plenary sessionSOCAP15 opens with a macro look at the global systems that are being shaped by the social capital markets, as well as by other complementary efforts. Longtime leaders in supporting social entrepreneurs will share insights from their experience and look to the future of social enterprise as the landscape evolves and grows. Kevin Jones / SOCAPGar Alperovitz / The Democracy CollaborativeAngela Glover Blackwell / PolicyLinkAaron Tanaka / Center for Economic DemocracyMichelle Long / BALLEBrendan Martin / The Working WorldCheryl Dorsey / Echoing GreenAnn Mei Chang / USAIDBill Drayton / AshokaLisa Hall / Anthos Asset ManagementDave Wilkinson / White House Office of Social InnovationChuck Cannon / Singer, Songwriter

10:45 aM parallel sessions

NEIGHBORHOOD ECONOMICS: A WHOLE PORTFOLIO60 minute session / Festival Mainstage

When we lack access to something that is required for our flourishing, community is broken, relationships

are distorted, and problems emerge. The level of genuine impact is a neighborhood, yet economic planning has historically been assumed into city-wide and regional approaches. Increasingly, there are identified pathways to invest in and encourage the development of neighborhood level

economics. Come learn with us. As we open up access for the underserved, we build the community we all desire to live in.

Bryce Butler / Blue Sky NetworkKevin Jones / SOCAP Ross Baird / Village CapitalPremal Shah / KivaAnn DeRosa / Chilton Capital

IMPACT INVESTING IN 2015: A PANORAMIC VIEW OF THE FIELD60 minute session / Cowell Theater

$There is new activity every day in this rapidly developing marketplace. What does it all

mean? Topics will include: recent acquisitions and internal development efforts by major institutions, the promise and reality of crowdfunding, democratization of impact investing, the rise of seed stage funds, gender lens investing, the state of impact metrics and policy at the federal and state levels. The session will both look back and discern trends going forward. Come with your questions!

Fran Seegull / ImpactAssetsCathy Clark / CASE at Duke

CONNECTED THROUGH STORIES60 minute session / Festival Meeting Room 1

Five leading organic food brands have been sharing with their customers and stakeholders how

products are made, where ingredients come from, and who grew, caught, or raised them. Most importantly, they’re sharing the social and environmental implications of these origins. Fair? Sustainable? Storytelling goes beyond the certification label. Consumers are invited to witness, learn, and see for themselves: to actively engage. These five pioneers share experiences and lessons learned so far.

Liza Dube / StonyfieldKeely Wachs / Clif BarPablo Muñoz Ledo / IntoAhmed Rahim / Numi Tea

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APPAREL INDUSTRY LEADERS COLLABORATING FOR CHANGE60 minute session / Festival Meeting Room 2

Apparel and footwear companies are working together to measure and improve their sustainability

impacts. Over the past 5 years, these companies have developed best-in-class sustainability measurement tools called the Higg Index. Now, the industry is using these tools to measure their own impacts and the impacts of their supply chain partners. Through this work, companies are highlighting areas for improvement and collaborating on important impact initiatives.

Melissa Fifield / GAP, IncJason Kibbey / Sustainable Apparel CoalitionRachel Lincoln / prAna

DELIVERING ON PROMISES TO EMPLOYEES: ATTRACT, ENGAGE, AND MOTIVATE60 minute session / Festival Meeting Room 3

What if the toughest hurdle to scaling social enterprises isn’t finding investment? Landing the

talent to execute successfully and keeping employees engaged and motivated could be a much more difficult challenge. This interactive session will share success stories and lessons learned from various talent initiatives, and engage with the audience to identify key areas that motivate and engage employees, challenges that employers face in delivering on employee expectations, and how to address the gap.

Ben West / EcozoomAndrea Davila / Echoing GreenAlex Fife / Village CapitalAbe Taleb / ReWork

INVESTING IN THE NEXT SYSTEM60 minute session / Festival Meeting Room 4

Following up on the plenary session with Gar Alperovitz – the co-chair of Next System Project – this panel

will explore transformative strategies for

investing in systemic solutions to systemic crises. How can we align stakeholders and resources to scale up from encouraging prototypes to the level of systemic transformation? What are the key interventions – in finance, policy, and philanthropy – that can help begin to truly democratize wealth?

Gar Alperovitz / The Democracy CollaborativeJosé Corona / City of OaklandCamille Kerr / Democracy at Work InstitutePatricia Farrar-Rivas / Veris Wealth Partners

MEANING IN THE MEDIA60 minute session / Southside Theater

In a world full of viral cat photos and underfunded journalism, what gives meaning to media? Does the

news cycle do harm or good? How does media function to serve our biggest problems? Our panel will look at new media interventions: platforms that are filling in the information gap. We’ll look at whether – and how – modern media can serve as an effective mechanism to help people find meaning, spurring positive change in our world.

Lara Setrakian / News DeeplyCorey Ford / Matter VCJennifer Brandel / HearkenScott Elliott / ChalkbeatJory Des Jardins / SheKnows

HEALTHY FOOD FINANCING: WHAT DO WE KNOW?60 minute session / Firehouse

$Lots of attention has been paid to “food deserts” – places where access to fresh, healthy, affordable

food is lacking. What do we know about the impact of healthy food financing initiatives? How are they impacting low-income communities? Is consumer behavior changing? Listen to evaluators talk about what we know and what else we need to understand to make change happen. We’ll

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SESSIONS 41

discuss a range of activities across the food system, including economic and health impacts.

Anne Geggie / Capital Impact PartnersTom Woelfel / PCV InsightAllison Hagey / PolicyLinkAllison Karpyn / University of Delaware

TOMORROW’S IMPACT INVESTORS60 minute session / C260

$The demographics in the US are undergoing a major shift which will affect asset ownership and

investment trends. Three major populations that will drive the new economy include: women, millennials, and the Hispanic population. It is critical for impact investing – and even more for traditional wealth management players – to understand how to engage these populations effectively. This panel will explore lessons learned from those who are currently working with these emergent populations as investors.

Margot Kane / Calvert FoundationJackie VanderBrug / US TrustMonika Mantilla / Altura CapitalJennifer Kenning / Align

DRIVING SOCIAL INNOVATION TO SCALE WITH GLOBAL NGOS60 minute session / C205

With their massive scale, global NGOs provide a golden opportunity for actually attaining widespread

scale and social impact. How do they innovate? What are the opportunities and synergies between start-up social enterprises and established charities? How can social entrepreneurs and impact investors improve millions of lives by leveraging the reach of these NGOs? The panel will describe their failures, successes, lessons learned, opportunities they see, and war stories of scaling from their organizations, plus a Q&A.

Ann Mei Chang / Mercy Corps

Erica Kochi / UNICEFChristopher Shore / World Vision InternationalPaul Hamalian / Habitat for Humanity

WHY TRANSPARENCY IS KEY TO MOBILIZING AND EMPOWERING COMMUNITIES60 minute session / C210

Non-profits and social enterprises require the support of individual and institutional funders, yet the

majority of these organizations fail to provide the level of transparency that investors in other verticals demand. That trend is changing. Through technology, social entrepreneurs are providing new levels of visibility into their organizations and fundamentally changing the way investors support these social enterprises. In this session, learn how the most successful, forward-thinking organizations are leveraging transparency to empower their funders.

Scot Chisholm / Classy Rose Broome / Handup Shivani Garg Patel / Samahope Suzanne DiBianca / Salesforce Foundation

LAUNCHING THE NEXT GENERATION OF INNOVATORS FROM UNIVERSITY SETTINGS60 minute session / C230

Universities are hotbeds of social innovation. Moreover, today’s students are increasingly seeking

purpose over paycheck. The challenge before us remains: how best to support this growing influx of young and ambitious social entrepreneurs. Panelists will share insights on best (and worst) practices for student social entrepreneurs and those accelerators, grant programs, and investors that support them. We will reflect on what this means for the ecosystem as a whole.

Christina Tamer/ Venture Development and Investment at VentureWell Jocelyn Brown / 3rd Stone DesignKaruna Relwani / Northwestern’s Center for Innovation in Global Health Technology (CIGHT) Keely Swan / IDEAS Global Challenge, MIT

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Public Service CenterAli Amin / UBI Global

SOCAPTV: MEASURING60 minute session / BATS Theater

Can Brands Really be “Good”?Anna White / GOODcorps

Demystifying AcceleratorsJenny Everett / Aspen Network of Development Entrepreneurs (ANDE)

The Lean Data ApproachSasha Dichter / Acumen

Aggregating Portfolio ImpactMichael “Luni” Libes / Fledge LLC

12:00 pM parallel sessions

EXPLORING SEGMENTATION: BREAKING DOWN IMPACT INVESTING TO BUILD IT UP60 minute session / Festival Meeting Room 1

$As the momentum of impact investing builds, the field attracts new participants that believe in its

potential as a powerful tool for good. While these are exciting developments, the lack of proper taxonomy (or classification) poses a significant risk to the movement. In this panel we explore the importance of a more nuanced segmentation, discussing the implications for communicating with investors and clients, for portfolio theory and construction, and for field building.

Christina Leijonhufvud /TidelineLauren Booker Allen / Omidyar NetworkDebra Wetherby / Wetherby Asset ManagementClara Miller / Heron FoundationGil Crawford / Microvest

UP AND COMING ENTREPRENEURS USING FINTECH FOR INCLUSION60 minute session/Festival Meeting Room 3

$Student loans, limited savings and investments, and consumer debt all combine in a dangerous risk

combination for many young Americans

trying to build their futures. Entrepreneurs are rising to these financial challenges with innovative, technology-enabled solutions. Featuring entrepreneurs from the Village Capital FinTech program, learn more about the landscape for inclusion, how these ventures tackle challenges of consumer financial health in the US, and unmet opportunities in the financial inclusion sector.

Bidisha Bhattacharyya / Village CapitalMike Davis / MPowerHerbert Moore / WiseBanyanTony Aguilar / Student Loan Genius

VODAFONE AMERICAS MOBILE FAST PITCH60 minute session / Festival Meeting Room 4

$For the second year in a row, Vodafone Americas Foundation is bringing innovation in mobile

technology to SOCAP, fueling a movement to create social change at scale through mobile technology solutions. Come be inspired by cutting-edge social entrepreneurs who leverage mobile technology, presenting innovative solutions to some of the world’s most pressing problems. This fast pitch session is moderated by Wes Selke of Better Ventures.

STRONG TIES, BIG IMPACT: CONSTRUCTING STRATEGIC NETWORKS AROUND FOUNDERS60 minute session / Southside Theater

Founders need knowledge, networks, and capital to succeed. For those who fund and support

entrepreneurs, it’s critical not only to support the entrepreneur, but also to construct and manage networks that drive value to them. Come hear from practitioners inside and outside of the impact investing world that are applying “network thinking” to growing and scaling ventures.

Zoe Schlag / UnLtd USA Allen Taylor / Endeavor CatalystAllison Munichiello / Andreessen HorowitzDan Graham / BuildASign.com

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SESSIONS 43

LOCAL INVESTING IS IMPACT INVESTING: THE NEW 10X ON YOUR MONEY 60 minute session / Firehouse

Nearly twenty states have enacted new intrastate finance laws enabling ordinary people to

become local impact investors. How are these new laws strengthening communities across the nation? What is being done to build the needed infrastructure for real community impact, shared wealth, and a democratized investing market? Who is investing and what returns are they after? Experts and practitioners share experiences, data, state of the states, and their plans to transform investing across the US.

Amy Pearl / Hatch InnovationHeather Stafford / Business OregonMarco Vangelisti / Essential Knowledge for TransitionMichael Pieciak / Vermont Securities DivisionStuart Phillips / Red Wagon Creamery

THE NEW MBA60 minute session / C260

Business is a powerful engine for social and environmental change, but business schools don’t focus on

impact. We’ll look at what is missing from the traditional curriculum and what is being taught that prevents progress toward the impact economy. Looking forward, we’ll explore critical innovations in MBA that are trying new modalities of learning and teaching, as well as integrating ecosystems science, community development, and foresight into the curriculum. How can business education support better business?

Edward Quevedo / Mills CollegeDon Shaffer / RSF Social FinanceJill Bamburg / Pinchot University

IMPACT SOURCING: EFFECTIVE ALTRUISM IN ACTION60 minute session / C205

Effective altruism is an increasingly popular term for how to do the most social good as efficiently and

effectively as possible. Impact sourcing provides an opportunity for companies to meet their business needs for data projects, while giving work to people in need for whom a dignified wage represents a path out of poverty. If we can do business and good at the same time, isn’t it a no-brainer?

HOW WE FLOURISH: BUSINESS AS AN AGENT OF WORLD BENEFIT60 minute session / C210

Business has a huge impact on humans and our environment, but so often we only hear the negatives.

New initiatives highlighting the untold positive stories of business innovations solving world challenges can change that, by creating new paths for success stories to be multiplied. Hear how research on human well-being, inspirational storytelling, and the Appreciative Inquiry-fueled AIM2Flourish learning initiative connects students, business leaders, and impact investors in an empowering global conversation for positive change.

Harry Halloran / Halloran PhilanthropiesAudrey Selian / Artha InitiativeRoberta Baskin / AIM2Flourish

SOCAPTV: OVERCOMING60 minute session / BATS Theater

The Intersection of Cannabis and Social Impact InvestingDanielle Kizaire / Bronzeville Urban Development

Cutting Poverty in PeruAdam Noyce / Chemonics International

Art Makes Meaning; People Make ChangeMarc Bamuthi Joseph / Yerba Buena Center for the Arts

The Chance to ResetJane Mitchell / The Reset Foundation

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SOCIAL SECTOR TRANSFORMATION THROUGH PAY FOR SUCCESS60 minute session / Festival Mainstage

$Join us for an in-depth review of the emerging US Pay for Success (PFS) marketplace. Three years into

the PFS experiment, eight projects—representing over $80 million in investment capital—have brought urgently needed reform to early childhood education, criminal justice, homelessness, job training, and foster care. This panel will hear from experts with direct experience in the challenges and opportunities presented by this unique public-private partnership model.

Andrea Phillips / Goldman SachsLouis Chicoine / Abode ServicesCaroline Whistler / Third Sector Capital PartnersMichael Shaw / Kresge FoundationMary Ellen Wiggins / U.S. Office of Management and BudgetIan Galloway / Federal Reserve Bank of San Francisco

MOBILIZING CAPITAL FOR RISKY SECTORS & GEOGRAPHIES: PATHS TO SUCCESS60 minute session / Cowell Theater

This panel of risk capital trailblazers will use their past experience and insights on

innovative ways to attract more capital providers to risky sectors and geographies.They will share a case in attempt to answer the big questions: How can more investors across the risk-return spectrum be attracted to risky sectors and geographies? How can related risk capital vehicles be structured? This panel will open to the audience for other examples, key issues, and lessons learned.

Jan Piercy / Enclude SolutionsBert van der Vaart / Small Enterprise Assistance Funds

Gary Hattem / Deutsche Bank Americas FoundationBob Webster / Global Alliance for Clean Cookstoves

THE SOCAP API: CONNECTING A THOUSAND WALLED GARDENS60 minute session / Festival Meeting Room 2

$The enormous effort put into the development of impact deal platforms and data repositories has

often been hampered by the isolation of efforts within walled gardens of data. In this session we introduce SOC.API, a cloud-based data exchange mechanism to kickstart interoperability across social-impact data efforts. Join the early adopters of the “SOCAP API” to explore how we can all benefit from the market-making benefits of scale.

Audrey Selian / Artha InitiativeJeff Tuller / ImpactSpaceAstrid Scholz / Sphaera SolutionsPeter Gardner / Startgrid Brian Walsh / LiquidNet

MDGS TO THE POST 2015 DEVELOPMENT AGENDA: WHERE DO WE GO FROM HERE?60 minute session / Festival Meeting Room 3

$2015 is a milestone year; it’s a time to evaluate progress on the Millennium Development Goals,

and set the next global development agenda: the Sustainable Development Goals. As with the MDGs, we lack sufficient public funds or philanthropic support to achieve these; more than ever, private sector capital – businesses and investment – needs to play a major role. What have we learned over the last fifteen years, what models have worked, and where do we go from here?

Georgia Levenson Keohane / New AmericaJohn Simon / Total Impact CapitalSaadia Madsbjerg / Rockefeller FoundationAndrew Billo / United Nations OCHA

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UNDERSTANDING AND DEVELOPING PRAGMATIC IMPACT INVESTMENT OPTIONS 60 minute session / Festival Meeting Room 4

Building the set of market-rate investment options that don’t compromise on impact – across

asset classes – is a prerequisite for more asset owners to align their investments with their values. Hear from diverse investors and managers transitioning portfolios to impact investments aligned with their values. Participants will share authentic examples of actively navigating returns, liquidity, income, pacing, and more, based on their own constraints and context.

Mary Ellen Zellerbach / Martin Investment ManagementLeena Ved / Pacific Alliance Capital

LAWYERING FOR IMPACT60 minute session / Southside Theater

$Why is impact different when it comes to the law? Or is it? What’s different about how deals are (or

ought to be) approached, how companies are structured, or how funds are formed (and raised)? And how can good lawyering help the Impact Economy grow? A panel of the leading lawyers for impact will delve into these issues, and more, as they offer their insight into the intersection of money and meaning.

R. Todd Johnson / Jones DayLeslie Keil / Hanson BridgettDeborah Burand / NYU School of LawPamela Rothenberg / Womble Carlyle

CLIMATE VENTURES 2.060 minute session / Firehouse

Climate threats transcend borders, sectors, political terms, and markets, and so approaches to

adaptation must also. Climate Ventures 2.0 posits a new model for transferring publicly held social and environmental problem sets to innovators, accelerating the most promising innovations with world-class business strategy, and then piloting them in

targeted locations with philanthropic and investor capital. Panelists will discuss what works and what doesn’t, and offer a partnership model for others to replicate.

Kate Gordon / The Paulson InstituteGarrett Melby / GoodCompany VenturesCorinne LeTourneau / City RelationshipsTom Balderston / Balderston CapitalCatherine Griffin / GoodCompany Ventures

DOES SHAREHOLDER ENGAGEMENT HAVE AN IMPACT?60 minute session / C260

Is it better to divest from companies that are not pursuing sustainable business practices, or

utilize the power of being a shareholder to engage a company and influence them toward better business? There are widely differing views on this topic as investors evaluate the impact of their portfolios, most of which participate in the public markets. Hear some of the leading practitioners of shareholder engagement share what is effective and what is background noise.

Natasha Lamb / Arjuna CapitalJosh Humphreys / Croatan InstituteDanielle Fugere / As You SowWill Lana / Trillium Asset Management

SOLVING THE GAPS FOR RURAL & ARTISAN ENTERPRISES IN EMERGING MARKETS60 minute session / C205

From repurposing waste materials, to unlocking new markets using internet and mobile technology, to

funding alternatives for working capital: we’ll look at approaches to building ethical and sustainable production and distribution processes, creating economic opportunities, and leveraging capital to build social enterprises in the toughest contexts. We invite entrepreneurs and investors to come share their own supply chain successes and failures. Our goal is to discover new approaches, find new partners, and build a network of collaborators.

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Ellen Fish / Sprout Enterprise Kaylene Alvarez / Indigo Social Finance Sai Krishna Dandamudi / Padmavati Agro Services Nathan Entrekin / ADAP Advisory Services, LLC Rachel Fuller / tonlé Sreejith Nedumpully / Upaya Social Ventures Smita Paul / Indigo Handloom

INVESTING IN CONSERVATION, PART 1: MARKET GROWTH & STAKEHOLDERS60 minute session / C230

There is rapidly growing interest in investment-driven strategies that can accelerate the pace and scale

of land and resource conservation. However, the potential of this emerging field remains largely untapped, and the scale of the problem continues to outpace the available solutions. This first session of a two-part series will take stock of opportunities and trends from the past year while showcasing the different stakeholders and sources of capital that are coming together to get deals done.

John Goldstein / Imprint Capital AdvisorsEric Hallstein / The Nature ConservancyPeter Stein / Lyme Timber CompanySusan Phinney-Silver / The David and Lucile Packard Foundation


A NEW SOCIAL CONTRACT IN THE AGE OF UBER60 minute session / Festival Mainstage

The future of work is changing fast, and the growing on-demand economy – spurred by tech

platforms like Uber, Lyft, and Shyp – are generating new income opportunities. This brings up important questions about how we work, organize, and fund retirement. Is it time to re-think our social contract?

Tim O’Reilly / O’Reilly Media Palak Shah / National Domestic Workers AllianceMarina Gorbis / Institute for the FutureNatalie Foster / Peers

FINTECH FOR GOOD60 minute session / Cowell Theater

$Technology has connected our world, and unlocked countless opportunities to use technology for

good. One of the most exciting technology-enabled areas of development is FinTech – short for financial technology – which is liberating finance through software and bringing financial services to previously unbanked populations. As FinTech disrupts onerous, legacy financial systems around the world, we will explore how it’s beginning to live up to its promise, including the masses affordably, and with ease!

Arjan Schutte / Core Innovation CapitalRoss Baird / Village CapitalSarah Gordon / CFSIPaul Breloff / Accion Venture Lab

BLENDED CAPITAL TO SUPPORT EARLY STAGE ENTREPRENEURS60 minute session / Festival Meeting Room 1

$Despite compelling research on the “pioneer gap” and frequent acknowledgment of the lack of

seed stage financing for social enterprise, the most promising early stage ventures still face crippling hurdles in accessing capital. Innovative funders are putting the research into practice and utilizing blended capital – both philanthropy and investment – to catalyze innovative solutions. Hear how this works in practice, and why it is potentially a more powerful approach to impact than philanthropy or investment alone.

Ricardo Michel / USAIDMin Pease / Echoing GreenMichael Etzel / The Bridgespan Group

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THE DAVOS GAME: AN IMPACT INVESTING SIMULATION60 minute session / Festival Meeting Room 2

$In this session designed as a dynamic game, participants will assume the role of hands-on impact

investors, actively involved in designing and launching businesses in a fictional African country. When can the impact of an investment be positively or negatively correlated with risk and return? How can investors increase returns and decrease risk while creating positive impact? What is the potential “cost” of impact (in terms of increased risk, decreased investment returns, or increased operational costs)?

Abigail Noble / The ImPactKatherine Brown / World Economic ForumYarden Assa / Vital CapitalRenana Shvartzvald / Vital Capital

CLIMATE RESILIENCE: ACTING ON A MORAL IMPERATIVE120 minute session / Festival Meeting Room 3

In the face of rapidly changing climate conditions, creating resilience within vulnerable

communities becomes a scientific and moral imperative. The dramatic effects of climate change on the world’s poorest people is drawing together technology corporations, impact investors, researchers, and more. This practicum will explore the problem climate change creates for the poor, breakthrough technology solutions, the call by Pope Francis to urgently address this issue, how to invest in solutions, and other actions we all can take.

John Kohler / Miller Center for Social EntrepreneurshipRaul Pomares / Sonen CapitalShashi Buluswar / Institute for Transformative TechnologiesDavid Decosse / Santa Clara University

LATAM@SOCAP: ENTREPRENEUR PITCHES AND NETWORKING60 minute session / Festival Meeting Room 4

$Entrepreneurs from across Latin America and the Caribbean will give 30-second pitches highlighting

their innovative business, followed by networking with investors, field builders, and entrepreneurs who are committed to strengthening the ecosystem to support social entrepreneurs across the region. The event will feature remarks by Ben Powell, CEO of Agora Partnerships, and Stevie Valdez, Senior Associate, Impact Investing and Market Development at the United Nations Foundation.

UNTAPPED: OPPORTUNITIES TO INVEST IN WATER60 minute session / C230

Water is increasingly becoming a scarce resource: California is in the midst of an epic drought; São Paulo,

Brazil has run out of water. This session with explore the opportunities to invest in water to ensure there is enough to irrigate our crops, cool our power plants, supply our manufacturing, and support our cities.

Joe Whitworth / The Freshwater TrustPeter Culp / Squire Patton Boggs LLPLauren Ferstandig / NatureVest

WHY PLACE MATTERS60 minute session / Southside Theater

The data is clear: if we want an equitable and resilient economy, focusing deeply within a place truly

matters. Learn from three innovative practitioners who are leading the way in rethinking how impact investing, community foundation asset placement, and economic development can create change as part of place-based strategies.

Pam Chaloult / BALLEDon Shaffer / RSF Social FinanceKelly Ryan / Incourage Community FoundationJames Johnson-Piett / Urbane Development

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WANTED: ALTERNATIVE EXITS60 minute session / C260

$The impact markets have few acquisitions, fewer IPOs, and have entrepreneurs who liken selling

their companies to selling out. Can investors work with promising companies that aren’t likely (or don’t want) to experience traditional exits? Can we find liquidity earlier and easier? This session will explore the role that structured exits – including demand dividends, equity redemption, and mezzanine debt – can play in providing liquidity as well as competitive returns that meet the goals of impact entrepreneurs and investors.

Bonny Mollenbrock / Investors’ CircleLuni Libes / FledgeAner Ben-Ami / Pi Investments

INVESTING IN WHOLE PEOPLE60 minute session / C205

People in the impact space often face high living expenses, usually

on meager incomes. It takes more than cash to support the whole person; among other things, it takes good friends, healthy food, and personal time. This session will discuss practical solutions that allow all players in the impact space to build viable personal finances, a healthy lifestyle, and an interdependent community of support. Let’s invest in each other’s lives, not simply in our livelihoods.

Jay Standish / Open Door DevelopmentChelsea Rustrum / It’s a Sharable LifeMelonie Tharpe / Center for Civic InnovationLina Srivastava / Entrepreneur & ArtistAmy Pearl / Hatch Innovation

AGE-FRIENDLY COMMUNITIES: FROM CONCEPT TO REALITY60 minute session / C210

Enabling older adults to age in their communities is a top priority. Currently 25% of US households are

led by low-income older adults. The Age Strong Fund significantly increases the supply

of capital to address the most critical challenges facing this population – including housing, hunger, isolation, and income. Presenters will discuss the growth opportunities in the aging sector and how impact investing can support community-based solutions at the nexus of aging, health, and community development.

Candace Baldwin / Capital Impact PartnersJustin Conway / Calvert FoundationTanya Rakpraja / Capital Impact PartnersDaniel Soliman / AARP Foundation

LOVE, MONEY, AND MUSIC60 minute session / Firehouse

Join a conversation with Chuck Cannon and SOCAP Producer Rosa Lee Harden to engage in some of

the creative side of impact. Let your left-brain hang loose while your imagination and inspiration are tickled through heart-felt discussion and heart-stirring performance

SOCAPTV: SCALING60 minute session / BATS Theater

Funding the UnfundableLuke Weil / Andina Acquisition Corp.

How to Face Fears and Eat What Bugs YouRose Wang / Six Foods

Building the Bank of the Future to Reach the UnbankedCraig Chelius / Mifos Initiative

Social Impact at ScaleRaul Vazquez / Oportun


INVESTING IN BENEFIT CORPS60 minute session / Festival Mainstage

$A new corporate form, the benefit corporation, allows companies to imbed mission into their legal DNA,

while introducing new money, management, or even ownership. There are more than 2000

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benefit corps incorporated around the country. While the model is still new to the market, more and more traditional investors are recognizing that the legal form gives companies a way to scale while maintaining brand trust and ensuring that a founding team’s vision thrives.

Rick Alexander / B LabDavis Smith / CotopaxiKirsten Green / Forerunner VenturesMax Ventilla / AltSchoolBrian Singerman / Founders Fund

THE COMMUNITY QUARTERBACK60 minute session / Cowell Theater

If you want to see a new economic reality in your own city, what kind of leadership could get you there?

The growing consensus is to have someone whose primary responsibility is to be the connective tissue between entrepreneurs, investors, mentors, and community leaders. Join with these connective leaders to hear their stories in Vancouver and Providence, and reflect on how to lead in your city.

Kevin Jones / SOCAP Joel Solomon / Renewal FundsKelly Ramirez / Social Enterprise Greenhouse

UPGRADING YOUR DUE DILIGENCE WITH A GENDER LENS60 minute session / Festival Meeting Room 1

$Gender Lens Investing is not simply about pointing investments at women, but rather incorporating

knowledge about how gender works in the world when making financial decisions. How does gender inform what we value and therefore how we invest? This session on upgrading due diligence with a gender lens is focused on angel investors or fund managers who are asking how, and entrepreneurs who want to articulate the value of gender in their business to investors.

Joy Anderson / Criterion InstituteSuzanne Biegel / Catalyst at Large

BUILDING CULTURE TO DRIVE MISSION60 minute session / Festival Meeting Room 2

As organizations look to create impact through their investments and businesses, what kind of impact

are they having on their employees and workplace culture? A mission-oriented venture is not a proxy for good culture, and it is just as important to focus on the dynamics of a sustainable workplace in the impact sector as any other. Learn how to evaluate your current workplace culture, and build momentum towards a more productive, enjoyable workplace.

Christine Lai / Delivering HappinessTony Bond / Great Place to WorkPhil Clark / ExygyKristin Hull / Nia Global Solutions

YOUR NEXT STEP TOWARD BECOMING AN IMPACT INVESTOR 135 minute session/Festival Meeting Room 4

$Are you interested in becoming an impact investor? Where do you begin and what do you need to

know? How do you assess whether your endowment or investment portfolio aligns with your values? How do you reconcile values with your fiduciary duties? Should you invest directly in social ventures or the funds? This experiential learning workshop will cover impact investing 101, how to work with an advisor, and a focus on “Investment Beliefs.”

Stephanie Gripne / Impact Finance CenterJohn O’Halloran / Impact Finance CenterTony Macklin / Impact Finance CenterKate Starr / Starria

MASS INCARCERATION AND OUR INVESTMENTS IN HOPE60 minute session / Southside Theater

Recidivism – the relapse of a formerly imprisoned person into criminal behavior – is a serious and

costly societal challenge. With 2.2 million US prisoners costing $39 billion annually and a

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return rate upwards of 50%, Defy Ventures and The Last Mile have taken on the mission to break the cycle of incarceration. Their innovative programs provide entrepreneurial and software development training to inmates, teaching marketable skills prior to release and upon re-entry, and establishing the foundations for success.

Catherine Hoke / Defy VenturesSeth Sundberg / Prison BarsBeverly Parenti / The Last MileChrisfino Kenyatta Leal / Rocketspace

GLOBAL PERSPECTIVES ON INVESTMENT READINESS60 minute session / Firehouse

$The impressive performance of the UK’s Investment and Contract Readiness Fund – where just £14

million in grants has been leveraged to catalyze hundreds of millions in investment for social enterprises – has demonstrated the power of investment readiness support. Hear various perspectives on how this model can scale to increase impact investment globally, through examples of investment readiness programs from the UK and Australia, and their applicability in the US and International Development contexts.

Antony Bugg Levine / Nonprofit Finance FundChris Dadson / Social Investment BusinessRohan Martyres / CANAnthea Smits / The Difference IncubatorRoss Massood / Department for International Development, UK

TRAINING FOR IMPACT: BRINGING NEW TALENT INTO THE SECTOR 60 minute session / C260

Across generations, increasingly people are deciding that they want impact to be part of their career.

Whether looking for their first job, pursuing deeper impact from their current position, or making a shift mid-career, there are programs being run by leading organizations to welcome and train this new talent. Learn more about a range of impact training programs, and the outcomes that

organizations are seeing from training for impact beyond their own employee base.

Liz Maw / Net ImpactJo-Ann Tan / AcumenKate Hayes / Echoing GreenJason Rissman / OpenIDEOKim Hendler / Impact Business Leaders

CLIMATE CHANGE INVESTING: THREE IMPORTANT CONSIDERATIONS60 minute session / C205

The only way we’ll solve climate change is by making big investments in renewable energy

sources. That said, most investors need help understanding renewable energy investments. We’ll outline, explain, and discuss the three specific considerations inherent to investing in renewable energy. They’re unique to renewable energy and – in our experience – not understood by a large majority of investors… even impact investors.

Erik Melang / Impactive HoldingsJack Vitale / 3BL SecuritiesTanya Khotin / Cornerstone CapitalNancy Pfund / DBL InvestorsPeter Fusaro / Global Change Associates

THE NEW SUPERHEROES: GLOBAL TECH VOLUNTEERS 60 minute session / C210

Tech companies increasingly recognize that creating volunteer opportunities for employees can

drive recruitment and diversity goals. Successful volunteer programs help employees use tech skills to grow as leaders, inspire others, and contribute to local and global communities. This panel will explore the potential impact of tech volunteerism from the perspective of non-profit and civic leaders designing opportunities for tech volunteers, plus the corporate perspective on why this type of activism makes good business sense.

Eileen Brewer / SymantecHillary Hartley / 18F

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Jesse Maddex / Enterprise NGOsHeather Ramsey / WAKETrish Tierney / WAKE

SOCAPTV: DESIGNING60 minute session / BATS Theater

Collaboratorium: Social Entrepreneurship, Social Permaculture & Social JusticeAshara Ekundayo / Impact Hub Oakland

Doing Good BetterJames Norris / Effective Altruism Global

Designing, Building, and Scaling the Multi-Stakeholder Social VentureMarc Lane / The Law Offices of Marc J. Lane

Impact and Innovation from Farm to CupAhmed Rahim / Numi Organic Teas, Brian Durkee / Numi Organic Teas


FUNDING FAIR TRADE: GAPS & OPPORTUNITIES IN THE SUPPLY CHAIN60 minute session/Festival Mainstage

Many financial products have emerged over the past decade to address

gaps in international agricultural supply chains, yet gaps still exist. As Fair Trade companies grow in the marketplace, their suppliers must develop and grow with them. This growth requires additional capital. This panel – made up of funders, CEOs of Fair Trade companies, and supply chain experts – will explore challenges and opportunities for building and capitalizing on sustainable supply.

Kate Danaher / RSF Social FinanceLes Szabo / Dr. Bronner’s Scott Leonard / Indigenous DesignsBenjamin Schmerler / Root Capital Chris Mann / Guayaki Yerba Mate

BEYOND AWARENESS: MAXIMIZING MEDIA & STORYTELLING TO DRIVE SOCIAL ACTION60 minute session / Cowell Theater

With the Emmy Award-winning Showtime series Years of Living Dangerously as a backdrop, this

conversation will focus on the use of film and television media to increase awareness of a pressing social issue and drive behavioral change through innovative storytelling. We will discuss examples of investors, donors, and content producers using media, coordinated social action campaigns, and celebrity engagement to further social impact, and the success of these efforts in driving measurable social change.

INNOVATION STATION: DESIGNING NEW BUSINESS MODELS FOR SUSTAINABILITY60 minute session / Festival Meeting Room 1

A key leverage point in building a sustainable economy is the creation of more sustainable business

models. Some new models will be driven by large companies and others will be led by smaller firms. Structured as a working / thinking session, participants will get a taste of what SustainAbility has seen in its research on the business model landscape, and discuss other emerging models and innovation approaches that promise to drive greater sustainability in the future.

Mark Lee / SustainAbilityColleen Chapman / StarbucksDan Henkle / Gap

HACK YOUR CAREER WITH DESIGN THINKING60 minute session / Festival Meeting Room 2

Design thinking is a problem-solving technique used by innovators around the world to

help tackle complex, multidimensional problems. What if we direct our design lens inward and use design thinking to get the most out of our careers? Join OpenIDEO for a workshop that applies design thinking to help unlock your creative confidence and get the most out of your career. Come ready to

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collaborate and think about your work in a new light.

Eliza Rosenbaum / OpenIDEOLuisa Covaria / IDEO

#COLLABORATION: THE SOCAP COMMONS60 minute session / Festival Meeting Room 3

$SOCAP represents a growing, impact-oriented community with much knowledge and collective

good intention, yet our collective efforts in technology and other public goods have lacked coordination. Countless separate networks and platforms to support impact investors and entrepreneurs is confusing to navigate and indicates a lack of true systemic collaboration. In this session we will consider together how the lessons of our past can help instruct us towards a more collaborative – and constructive – future.

Audrey Selian / Artha InitiativeJeff Tuller / ImpactSpaceKevin Jones / SOCAPToni Johnson / Heron Foundation

EQUITY CAPITAL: CLOSING THE GENDER GAP60 minute session / Southside Theater

$According to a study by the National Foundation for Women Business Owners and Wells Fargo,

38% of US businesses are owned by women, yet they receive just 2% of venture capital financing. According to the Diana Project at Babson College, from 2011 to 2013, only 3% of companies receiving venture capital had female CEOs. Why is this the case? And how can we close the equity capital gender gap by addressing issues of education, communication, knowledge, training, and networks?

Trish Costello / PortfoliaNatalia Oberti Noguera / Pipeline FellowshipJenny KassanCandida Brush / Babson CollegeFran Seegull / ImpactAssets

TECHNOLOGY VS. TRADITION: FINANCIAL INCLUSION WITHOUT INSTITUTIONS60 minute session / Firehouse

$Lacking access to formal financial services, groups all over the globe have built their own economic

systems to make loans and save for their futures together. Now technology is supporting online peer-to-peer savings and loans programs on a global scale to bring financial services to new populations. Join us to discuss and debate the potential risks and rewards of formal and informal savings and lending models that are disrupting traditional delivery of financial services by forgoing institutions in favor of peer-to-peer solutions.

Jeffrey Ashe / Tufts UniversityYee Lee / VouchElizabeth Dwyer / Lendr

HARNESSING TECHNOLOGY TO SCALE SOCIAL ENTERPRISE60 minute session / C205

Technology enables scale, no matter what sector an entrepreneur is working in. Within the social

sector, examples of using technology to scale are particularly exciting for the potential impact that scale brings. Utilizing technology also has limitations and challenges in certain contexts. Hear 2014 Gratitude Awardees, corporate, and venture perspectives on navigating obstacles and using technology to change the playing field in their respective fields of education, community development, health, and sustainability.

Nancy Pfund / DBL InvestorsThomas Rausch / Good World Solutions Brian Hill / Jail Education Solutions Minhaj Chowdhury / Drinkwell Systems Julie Trell / (formerly) Salesforce.com Foundation

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COMMUNITY FOUNDATIONS AS LEADERS OF PLACE-BASED INVESTING60 minute session / C210

Community foundations are created by community members to identify and support the issues that shape

their local areas, yet the majority of their financial resources are invested outside of their communities. Concentrating investment capital on specific geographic regions has been proven to yield significant social and environmental impact alongside financial returns. This session will focus on the specific ways that community foundations can help to break down the barriers and take leadership roles in the place-based investing movement.

Melanie Audette / Mission Investors ExchangeStacy Caldwell / Tahoe Truckee Community FoundationKelly Ryan / Incourage Community FoundationSandy Wiggins / Consilience LLCMichelle Long / BALLE

NEW WAYS FOR STARTUPS TO DO GOOD FROM THE START 60 minute session / C230

How can startups build a social-minded company culture that prioritizes positive social change as

an integral part of their company DNA? This panel discussion includes startup founders and non-profit leaders to discuss models for leveraging startup innovation and entrepreneurial spirit for social good. How are Founders Pledge, Pledge 1% – and other programs relating to models like the 1-1-1 and benefit corporations – creating new opportunities for collaborative impact between the private and non-profit sectors?

Rob Joyce / Founders PledgeCarlos Garcia / The San Francisco FoundationMatt Gibb / LendlayerMilicent Johnson / SF Gives at Tipping Point CommunityDipti Pratt / Pledge 1%Ryan Scott / CAUSECAST

SOCAPTV: DISCOVERING60 minute session / BATS Theater

Why Non-Profits Need Social Enterprise Accelerators TooCaryn Capriccioso / interSector partners, L3C

How Documentary Filmmaking Can Inspire Social ChangeGreg Hemmings / Hemmings House

Exploring Cuba’s New HorizonEric Leenson / SOL Economics

Using Big Data for ImpactNeal Myrick / Tableau Software, Shivani Siroya / InVenture Mobile

6:00pM - 7:00pM WineDoWnImpact Hub @ SOCAP

WineDown in the Impact Hub @ SOCAP. Join your fellow SOCAP attendees for an Impact Hub tradition, the Wine Down. Come for a free drink and great conversation before heading out for dinner.

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8:30 aM plenary sessionFestival Main StageNew opportunities for impact at scale are emerging as major institutional players join the field. Anchor institutions, major financial institutions, and some of the largest foundations are making commitments to impact that fit the resources, scale, and skills of their organization. Learn what is driving these commitments, what is on the horizon, and where collaboration across silos is increasing to accelerate change. Tyler Norris / Kaiser PermanenteDeb Nelson / Social Venture NetworkJoe Keefe / Pax WorldBrian Trelstad / Bridges VenturesDeborah Winshel / BlackRockDeval Patrick / Bain CapitalGreg Ratliff / Bill & Melinda Gates FoundationDebra Schwartz / John D. & Catherine T. MacArthur FoundationXavier Briggs / Ford FoundationJennifer Pryce / Calvert FoundationFran Seegull / ImpactAssetsArjan Schutte / Core Innovation CapitalPrince Emmanuel de Merode / Virunga National ParkChuck Cannon / Singer, Songwriter


AT THE TIPPING POINT: RISKS AND OPPORTUNITIES OF IMPACT GOING MAINSTREAM60 minute session / Festival Mainstage

$In the past few years, impact has hit the mainstream. Capital is pouring in, products are popping up, and

new participants are pushing to play. What does it mean when major institutions join the fray, and what are opportunities (and risks) of increased scale? We’ll explore the big issues affecting the future of impact, the importance of accountability, the tensions within the industry, and the promising possibilities of impact’s rapid evolution.

Mark Newberg / Womble Carlyle Sandridge & Rice, LLPDavid Chen / Equilibrium CapitalAbigail Noble / The ImPactWayne Silby / Calvert Social Investment FundJackie VanderBrug / US Trust

APPROACHES TO IMPACT IN PUBLIC MARKETS60 minute session / Cowell Theater

The majority of SOCAP attendees have money in the public markets: through a mutual fund, index fund,

retirement account, or direct investments in the stock market. How are those assets aligned with social and environmental outcomes? Sustainable investing and Environmental, Social, and Governance (ESG) analysis is growing and evolving, and more products are taking innovative approaches to impact. Learn what exists today and what is on the horizon for making liquid, diversified, competitive investments for impact.

Debbie McCoy / BlackRockSteve Falci / Pax WorldBlaine Townsend / Nelson Capital

HOW ENVIRONMENTAL INVESTMENTS ARE GENERATING SOCIAL OUTCOMES60 minute session / Festival Meeting Room 1

With the global population projected to reach 9 billion people by 2050, continued human

development will become increasingly reliant on intact natural systems. Investors can no longer choose between social OR environmental investing – to be successful, we must consider both. This session will look at how positive social outcomes are being

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generated from environmental investments and how they are often core to success.

Bettina von Hagen / EcotrustTaryn Goodman / NatureVest Craig Wichner / Farmland, LPDebra Schwartz / MacArthur Foundation

BRIDGING GENDER ANALYSIS AND FINANCIAL ANALYSIS WITH EXPERTS IN THE FIELD135 minute session / Festival Meeting Room 2

$Gender analysis provides a lens into systems of power in culture and societal structure; gender lens

investing translates that knowledge to investment portfolios to use finance as a tool for social change. In this workshop we will review case studies from the new research platform informed by the work of Criterion Institute, USAID, Grand Challenges Canada, Calvert Foundation, and others, continue to hone the methodology together, and apply its analytical tools to your particular context.

Jonathan Hera / Grand Challenges CanadaMargot Kane / Calvert FoundationKofi Owusu-Boakye / USAIDJoy Anderson / Criterion Institute

DESIGNING SMARTER FINANCIAL SERVICES: HOW TO LEAN ON BEHAVIORAL RESEARCH90 minute session / Festival Meeting Room 3

$Why do the very poor sometimes opt for higher-risk services over lower-risk ones? Why can you find

more households with cell phones and TVs than savings accounts in developing countries? Low-income groups interact with money in sometimes surprising, but increasingly distinct and predictable ways. This interactive session will highlight behavioral science, marketing practices, and financial inclusion insights to dig into the ways contemporary behavioral research can aid efforts to design and market smarter financial services.

Alexandra Fiorillo / GRID ImpactGrant Tudor / Populist

IT’S ALL ABOUT RELATIONSHIPS60 minute session / Festival Meeting Room 4

What happens when business is informed by our deep interdependence and – using the

work of UC Berkeley’s Greater Good Science Center – integrates the four threads of what makes humans truly happy? Come hear the stories of four Oakland businesses that transformed as a result of attending the Well-Being in Business Lab. Take home some lessons to your business community in service of “who we really are and want to be as a society.”

Konda Mason / Oakland Impact HubKeba Konte / Red Bay Coffee RoastersAri Nessel / Nessel DevelopmentErin Kilmer-Neel / Beneficial State FoundationCortt Dunlap / Awaken Cafe

INVESTING IN MOVEMENTS – INVESTING IN POLICY AND POLITICAL CHANGE 60 minute session / Southside Theater

$Are you an investor who cares about climate change? Are you working to increase diversity or

reduce inequality in the workplace? Too often conversations about policy and political change are separate from those focused on investments. Against the backdrop of the 2016 presidential election, we will engage in a provocative conversation about movement building in the 21st century. Learn from other investors who are aligning their philanthropic, political, and for-profit investments to drive maximum impact.

Jodie Evans / CODEPINKJames Rucker / Color of Change and Citizen Engagement LabJee Kim / Ford Foundation Christie George / New Media Ventures

CATALYZING CAPITAL FOR INVENTION60 minute session / Firehouse

Invention-based enterprises often face unique financing challenges. This panel will highlight key

findings from the Lemelson Foundation’s

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recent report, Catalyzing Capital for Invention: Spotlight on India, which presents potential solutions to galvanize the invention ecosystem, based on detailed observations and data collected from interviews with more than 60 investors, entrepreneurs, and intermediaries. Panelists will share their perspectives about the unique needs of invention-based enterprises, and the support they need to help their businesses thrive.

Paul Belknap / VillgroRoss Baird / Village CapitalRatul Narain / BEMPURitu Verma / Ankur CapitalLoïc Comolli / NESsT

POWERING ECONOMIES: THE FUTURE OF ENERGY INFRASTRUCTURE 60 minute session / C260

Solar is rapidly replacing the kerosene lantern, but what about diesel generators? Is solar ready to

“leapfrog” the grid for larger energy needs in the developing world? Panelists will discuss the financial, technical, and policy challenges to adopting renewable energy in the institutional, commercial, and industrial sectors. Where does it make sense to extend the grid, and when is distributed energy generation the answer? Panelists will address implications for both economic development and climate change.

Sean Moore / Acumen FundSandhya Hegde / Khosla Impact FundJustin Guay / Packard Foundation Alakesh Chetia / SunEdison Social InnovationsAndy Moon / SunFarmer

IMPACT UPSTREAM: HELPING SUPPLIERS MEASURE AND IMPROVE IMPACT60 minute session / C205

What’s the secret to improving your supply chain’s impact? Rather than creating requirements and audits,

leading brands are creating tools and programs that make it educational, easy, and engaging for their suppliers to measure and improve their impact. Learn how leading B Corporations

are working together to help their suppliers measure what matters, and how this could apply to your own impact efforts.

Ryan Honeyman / Honeyman ConsultingDane Wetschler / B Lab

MEASURING RACISM: THE PREREQUISITE FOR DIVERSITY AND EQUITY60 minute session / C210

Entrepreneurs, evaluators, funders, and experts from the racial equity space will explore ideas from

leading racial justice research that all funders should consider before backing the next diversity or equity issue. Walking away from this session, participants will be better able to hold organizations accountable for the way their policies or initiatives are contributing to or dismantling systemic racial biases. We need to quantitatively assess social entrepreneurship’s role in the inequitable power dynamics created by racism.

Andrea Anderson, PhD / North Star Planning & Evaluation Consultants, Inc.Allison Brown, JD / Open Society FoundationsMelinda Weekes-Laidlow / Weekes in Advance EnterprisesWilliam P. Jackson / Village of Wisdom

FINDING YOUR PLOT: CONNECTING STORYLINE WITH SUCCESS60 minute session / C230

To be an effective leader you need to work from the truest aspects of who you are. You can discover this

from learning to read your own story. This workshop walks participants through the process of revisiting key aspects of their personal story by identifying moments that inform their leadership both negatively and positively. The outcome reinterprets the power that was lost to experiences in the past and uses this energy to propel us all towards future success.

Romal Tune / Tune & Associates

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CHANGING PURSUITS AND MEASURES TO ALTER THE COURSE OF HISTORY60 minute session / C235

How do we assess an investment to see if it’s going to make a real difference to societal or planetary

challenges? Beyond using responsible business management and strategy practices, game-changing impact comes from ventures that displace current offerings and change the industries they’re in, move social systems and cultural paradigms toward responsible changes, and utilize governing agreements to create change on a bigger scale. Go beyond responsible business, to disrupting entire industries for good.

Carol Sanford / The Responsible BusinessEthan Roland Soloviev / Terra Genesis International LLC

SOCAPTV: SHIFTING60 minute session / BATS Theater

Challenging the Orthodoxies of Social ChangeGabriel Kasper / Deloitte

Building a Digitally Inclusive FutureRose Broome / HandUp, Jennifer Pahlka / Code for America

Bridging Impact Investing and Inclusive BusinessTed London / William Davidson Institute

Connecting Learning to the 21st CenturyConstance M. Yowell / Collective Shift


THE RESULTS ARE IN: IMPACT FUNDS ARE OUTPERFORMING60 minute session / Festival Meeting Room 1

$Who ever said that impact investing had to be concessionary? New research from Cambridge Associates

and the Global Impact Investing Network (GIIN) presents compelling evidence that impact funds have not only generated attractive financial returns but have largely outperformed their traditional counterparts for more than a

decade. Managing directors from some of the leading impact funds will share their views on investing strategy, sector trends, and how successful performance is unlocking new sources of capital from private investors.

Nancy Pfund / DBL InvestorsDavid Kirkpatrick / SJF VenturesMaya Chorengel / Elevar EquityWes Selke / Better VenturesJessica Matthews / Cambridge Associates

DEMOCRATIZING IMPACT INVESTING60 minute session / Festival Meeting Room 4

$Increasingly, investors are demanding sustainable and impact investments. Yet many of the

highest impact investments have only been available to the most wealthy investors. The panel will address the interest in impact investing among younger and less wealthy investors plus trends in product design. Learn about the type of impact available from public and private investments with minimums that average investors can afford. Understand why the migration from Institutional to Retail is taking so long.

Jennifer Kenning / Align CapitalRon Cordes / ImpactAssetsMatt Cohen / City Light CapitalLiz Sessler / ImpactUS

THE FUTURE OF METRICS AND THE FLOOR-AND-LADDER APPROACH60 minute session / Southside Theater

$As the field matures, asset owners and fund managers are moving from “rear-view mirror” metrics to

continuously raising the bar with intentional management of impact. This shift in mindset puts teeth on the idea of additionality toward stronger social outcomes and more transformative results. In this session, practitioners explain the floor-and-ladder approach to managing impact in the concrete case of quality job creation, and explore how it can be applied to other impact sectors.

Morgan Simon / Pi InvestmentsAndrea Armeni / Transform Finance

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Justina Lai / Wetherby Asset ManagementHope Mago / HCAP LLCFlory Wilson / B Lab

FROM INVENTOR TO ENTREPRENEUR60 minute session / Firehouse

How can we develop sustainable, scalable social enterprises without appropriately skilled entrepreneurs

to lead them? This challenge is especially keen in invention-based enterprises, where leaders typically have backgrounds in science or technology rather than business administration. This session discusses these dilemmas. It will also present a new online self-assessment tool that provides insights and next steps that mentors can use to coach entrepreneurs through a self-realization process and the creation of a talent development plan.

Alex Pan / ANDENicole Etchart / NESsTAndy Lieberman / Miller Center for Social EntrepreneurshipIsabel Medem / X RunnerLesley Marincola / Angaza Design

SCALING PAY FOR SUCCESS60 minute session / C260

$The United States currently has launched eight Pay for Success projects with a pipeline of more

than thirty projects underway across the country. For this pipeline to efficiently convert into projects, many project elements must be improved to create lower transaction costs, increased provider readiness, templates for government success payment mechanisms, and evaluation techniques for policy-making. Dive into a discussion of the hurdles facing sustainable scaling of Pay for Success nationwide.

Tamar Bauer / Nurse Family PartnershipSara Vernon Sterman / The Reinvestment FundGreta Hansen / Santa Clara CountyJosh McGee / Laura and John Arnold FoundationCaroline Whistler / Third Sector Capital Partners

IMPACT INVESTING AND THE CHURCH60 minute session / C205

Considering that more than 50% of the US population claims affiliation with a church, the movement of

impact investing could stand to benefit from stronger connections to such an overwhelming faction. On the other hand, US churches have long struggled to act and think in ways that lead to transformational personal, communal, and systemic relationships with their money. Join us for an intriguing session on the interdependent nature of impact investing and possibilities within the Christian Church.

Rosa Lee Harden / SOCAP Tim Soerens / Parish CollectiveRoss Baird / Village CapitalBecca Stevens / Thistle Farms

CHANGE FROM THE INSIDE OUT: COMPASSION AND RESILIENCE IN THE WORKPLACE60 minute session / C210

We are at an important point where large companies, startups, and community organizations alike are

embracing the science behind mindfulness, compassion, and resilience training and practice within the workplace. This holds big promise for positive impact throughout these organizations, and as an example for others to follow. Come learn about real world examples and the applications within leading organizations.

Cory Smith / Wisdom LabsMichelle Long / BALLEEmiliana Simon-Thomas / Greater Good Science Center

MAPPING THE ENTREPRENEUR ECOSYSTEM60 minute session / C230

Every successful entrepreneur builds an extensive web of partners, mentors, clients, suppliers,

distributors and more. And every successful investor knows that entrepreneurs with a robust and resilient ecosystem are a smart

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investment. But how do these ecosystems develop and how can they support multiple entrepreneurs and investors? Hear from intermediaries who are mapping the entrepreneur ecosystem in their city or country to facilitate the flow of capital and accelerate the success of high-impact ventures.

Penelope Douglas / Mission Hub LLCMark Beam / CATAPULTARyan Ross / Halcyon IncubatorAngie Kim / Center for Cultural Innovation

SOCAPTV: LEADING60 minute session / BATS Theater

Developing Tomorrow’s Impact LeadersMark Horoszowski / MovingWorlds

Targeting a Systems Level ImpactCharly Kleissner / Toniic, Lisa Kleissner / Toniic

Playing Business: Reflections on 25 Years of Change from the InsideSteve Wright / Independent Consultant

Prototyping a Better San FranciscoDeborah Cullinan / Yerba Buena Center for the Arts


VIEWS FROM THE GROUND: A SOCIAL ENTERPRISE WORLD TOUR60 minute session / Festival Mainstage

$From FinTech to medical devices to agriculture, the Global South is a hotbed of impact innovations.

These ventures have increasing relevance in developed nations – through backward integration of supply chains, localized technology solutions, etc. This session will feature a range of creative business models from the Global South to highlight unique challenges of business operations in difficult geographies, enable investors and funders to gain a more realistic view from the ground, and present opportunities for collaboration.

Aparajita Agrawal / Sankalp Forum

Manik Mehta / Leaf Innovations Anirudh Chaturvedi / Brun HealthElly Timothy / EA Fruits FarmLaurent Demuynck / Kigali Farms

WHAT UNCLE SAM CAN DO FOR YOU: STORIES FROM ENTREPRENEURS60 minute session / Cowell Theater

In addition to funding from impact investors and angel investors, there’s another option available to

social entrepreneurs working in the developing world: government funding. Hear stories, advice, and lessons from three entrepreneurs funded by USAID’s Development Innovation Venture (DIV). These innovators will share their experiences with DIV funding ($50k-$15M) and acceleration support to test, iterate, and grow. Learn about the challenges and opportunities of working with the US Government in bringing early-stage ventures to scale.

Tom Rausch / Good World SolutionsPiyush Mathur / Simpa NetworksJonathan Kirschner / USAID Development Innovation Ventures

INNOVATIVE AND DISRUPTIVE TECHNOLOGY IN MICROFINANCE60 minute session / Festival Meeting Room 1

$Technology is rapidly changing how microfinance institutions can provide their clients with

affordable, accessible financial services. Innovations such as digitized systems and spread of mobile technology have paved the way for new delivery channels – and sometimes new products – to a diverse group of clients. Galvanized by an intent to better serve their customers, some forward thinking MFIs are changing the face of financial inclusion around the world. This panel will discuss emerging trends and highlight examples of disruptive financial inclusion technology tools.

Camilla Nestor / Grameen FoundationAnthony Randazzo / OPICCarol Caruso / AccionGary Hattem / Deutsche Bank

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NORTH AMERICAN PITCH SHOWCASE60 minute session / Festival Meeting Room 3

$Join us as some of North America’s top impact ventures pitch to leading investors at SOCAP15. Ten

high-potential, world-changing impact ventures from the SVX network in Canada, the United States, and Mexico will deliver their best elevator pitch to a savvy group of impact investors and a live studio audience as they seek partners, investors, and mentors to scale their enterprise.

Adam Spence / SVXLaura Ortiz Montemayor / SVX.MXAnthony Jewett / SVX.USEwart Newton / JUMP MathRaymond Shih / QoC HealthDavid Beaton / ChangeItTrish Nixon / CoPowerJessica Ching / Eve Medical

HUMAN CAPITAL SOLUTIONS FOR THE FUTURE OF IMPACT INVESTING60 minute session / Festival Meeting Room 4

Across the impact investing industry, one of the most pressing issues is talent: where to find it,

how to predict success, and how to compensate. These questions will be increasingly important as the sector grows. Building off the findings of an innovative human capital survey, explore how to most effectively navigate the talent challenges in the impact investing universe. We invite you to this discussion on developing a playbook for CEOs, advisors, and boards around recruitment and retention.

Stephanie Cohn Rupp / ToniicMaya Chorengel / Elevar EquityPaul Breloff / Accion Venture LabSal Giambanco / Omidyar NetworkKate Kohler / Korn Ferry

REGENERATIVE BUSINESS MODELS: LESSONS FROM THE FRONT LINES60 minute session / Southside Theater

What does it look like when business reimagines its supply chain to go beyond “sustainable”

and actually restore landscapes and communities? Join a lively panel discussion with two practitioners on the front lines: one leading a famous global carpet manufacturer; the other building a fast-growing personal care company. Moderated by one of today’s foremost voices for sustainable business and innovation, we’ll explore the promise, challenge, driving vision behind and transformative potential of regenerative business models.

Joel Makower / GreenBiz GroupErin Meezan / Interface, Inc.Alex McIntosh / Thrive Natural Care

REAL ESTATE AND DISPLACEMENT: OWNERSHIP = DESTINY60 minute session / Firehouse

Real estate has become a global commodity. But with rising prices comes displacement – as longtime

residents, artists, farmers, and businesses are being pushed out of their communities, disrupting lives and changing the face of neighborhoods. This panel will explore innovative approaches – from real estate investment cooperatives to community land trusts – to keep property and control in the hands of residents and ensure vibrant, diverse communities.

Amy Cortese / LocavestingPaula Z. Segal / 596 Acres Chris Tittle / Sustainable Economies Law CenterSteve King / Oakland Community Land TrustJohn Katovich / Cutting Edge Capital

INVESTING IN CONSERVATION PART 2: ESTABLISHED & EMERGING MARKET OPPORTUNITIES60 minute session / C260

There is rapidly growing interest in investment-driven strategies that can accelerate the pace and scale

of land and resource conservation. This second session of a two-part series will provide a crash course on established and emerging market opportunities – from sustainable timber and agricultural investments to water quality and green

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infrastructure – and what it will take to make these deals scalable, repeatable, and investable.

Ricardo Bayon / Encourage Capital (NY)Chris Larson / New Island CapitalJerome Ryan / Conservation Forestry, LLC

STRENGTH IN NUMBERS: HOW SOCIAL ENTERPRISES CAN LEVERAGE NETWORKS60 minute session / C205

Networks of social enterprise businesses have potential to provide supply chain solutions to

large (and lucrative!) customers while creating jobs for people who face barriers to employment. How can social enterprises band together to increase revenue and create jobs? Using the example of Impact Recyclers – the largest national network of certified social enterprise e-waste recyclers – this panel studies the mechanisms for developing networks, market opportunities, and the potential for triple-bottom-line impact throughout supply chains.

Bill Morris / Blue Star Recyclers Kabira Stokes / Isidore Recycling Vivienne Lee / REDF

50 BREAKTHROUGHS FOR SUSTAINABLE GLOBAL DEVELOPMENT60 minute session / C210

The recent 50 Breakthroughs study – a research report by the Institute for Globally Transformative

Technologies (LIGTT) – identifies key technological breakthroughs in global health, energy access, and agricultural development with the potential to address the world’s most pressing problems. Learn the methodology used to identify these breakthroughs and hear how the guide can be used as a tool for global development funders to prioritize opportunities, build community discourse, and move from conversation to action.

Shashi Buluswar / LIGTTCarol Dahl / The Lemelson Foundation

UNLOCKING THE POWER OF THE VOICE OF WORKERS IN SUPPLY CHAINS60 minute session / C230

Ethical supply chains are becoming a key differentiator. A growing market of consumers – especially

surrounding apparel – are eager to purchase sustainably produced goods and are depending on leading companies to deliver. By proactively creating supply chains that uphold worker dignity and ensure sustainable livelihoods, thoughtful companies are creating resilient, reliable, long-term supply networks. During this session, experts will discuss how engaging with workers in the supply chain is key to building a smart production strategy.

Kilian Moote / Humanity United James Gifford / Tau Investment ManagementBrandee Butler / C&A FoundationBama Athreya / USAID


LRNG: A NEW MODEL FOR LEARNING AND FOR CHANGING SOCIAL SYSTEMS60 minute session / Festival Mainstage

As foundations evaluate the impact of their philanthropy and investments, outside-of-the-box

thinking is uncovering new models for lasting impact. The John D. and Catherine T. MacArthur Foundation has incubated LRNG. By partnering with local government, corporations, and other stakeholders, LRNG brings learning opportunities and alternative paths to success to youth, based on their interests and passions.

Connie Yowell / Collective ShiftJulia Stasch / John D. and Catherine T. MacArthur FoundationJohn Legend / LRNGElyse Eidman-Aadahl / National Writing ProjectMaria Teresa Kumar / Voto Latino

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IMPACT MEASUREMENT: VIEWS FROM THE EXPERTS60 minute session / Cowell Theater

$Measuring impact is not always clear-cut. The impact investing industry has seen notable

developments over the past decade. Investors have regularly integrated Environmental, Social, and Governance (“ESG”) criteria into every stage of investment decisions, and some have begun measuring outcomes. This panel discusses how measurement tools have evolved, how important measuring impact is to investors and organizations, how much of a role impact measurement has in fundraising and investment decisions, and what challenges still exist.

Paul DiLeo / Grassroots Capital Management Corp, PBC Hope Mago / Huntington Capital Brian Trelstad / Bridges Ventures Stephanie Nieman / SJF Ventures Renana Shvartzvald / Vital Capital Steve Hollingworth / Freedom From Hunger

100% IMPACT JOURNEYS: ARCHETYPAL STORIES60 minute session / Festival Meeting Room 1

$More and more individuals, partners, cross-generational families, next generation leaders,

and professionals are committing to 100% IMPACT Journeys, where they align their values with their full investment portfolios.This panel will explore the dynamics of archetypal impact stories – including challenges and successes – with husband and wife teams, and a father and daughter team. Understand how these relationships play into the investment process.

Charly Kleissner / KL Felicitas FoundationLiesel Pritzker & Ian Simmons / Blue Haven InitiativeTammy Haygood & Stacy Nathaniel JacksonRon & Stephanie Cordes / The Cordes Foundation

INVESTING IN STORYTELLING TO DRIVE SOCIAL IMPACT60 minute session / Festival Meeting Room 2

Hattaway Communications’ storytelling experts will facilitate an interactive workshop using Hatch for

Good, a digital platform designed to turn social impact organizations into storytellers. Participants will be trained on laying the foundation for strategic storytelling, building capacity, crafting compelling content, choosing the best technology to promote stories, and best practices for measuring impact.

Kimaya Dixit / Hattaway CommunicationsRJ Bee / Hattaway Communications

THE COST OF NOT LISTENING: STIFLED INNOVATION, MISGUIDED INVESTMENT135 minute session / Festival Meeting Room 3

Join us for a dynamic panel and workshop with Stanford University’s Global Projects Center to explore

“end-user exclusion,” a pervasive pattern across the “for-impact” sector that is costing in stifled innovation, ill-informed project design, and misguided investment. Panelists will share firsthand experience of the “cost of not listening” to beneficiaries in designing investments, from nation-building in Afghanistan, to flood control in the Philippines, disaster recovery in New Orleans, and grant-making in the United States.

Joanna Levitt Cea / Stanford University Global Projects CenterJess Rimington / Stanford University Global Projects CenterHyder Akbar Vera Triplett / Noble Minds Institute for Whole Child LearningRowena Jessica Amon / Community Organizers MultiversityJessamyn Shams-Lau / The Peery Foundation

MEASURING IMPACT: SOCIAL INCUBATOR BENCHMARK RESEARCH60 minute session / Festival Meeting Room 4

UBI Global and Cisco Corporate Affairs have partnered to produce the first benchmark analysis of

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socially-focused incubators in the US. How do we measure social impact and economic viability? During this session, we will present the findings of the research, the methodology, and discuss key performance indicators. We want to hear from you! Join us and help shape this important effort.

Amanda Cumberland / Cisco Dhruv Bhatli / UBI Global

“WHY ME?” SAY IMPACT INVESTORS TO CLEANTECH60 minute session / C230

Great question! Family offices and impact investors have an important role in cleantech, and cleantech

needs patient capital. Half of you are saying, “Sounds convincing, I’m in, where do I start?” while other half are saying, “I don’t buy it, why me?” We’ll dig into the family office-cleantech relationship with investors blazing this path as they share their solution-driven approaches and how they measure impact.

Rachel Barge / yerdle Brad Punu / Energy ExceleratorAndrew Beebe / Obvious Ventures

INVESTING IN SOLUTIONS THAT ENCOURAGE SOUND FINANCIAL DECISIONS120 minute session / Firehouse

$With support from the JPMorgan Chase Foundation, Enclude will introduce key findings from their

report, Beyond Inclusion: A Strategic Approach to Investing in Financial Capability. Enclude will also lead an interactive session engaging participants (i) to identify how to encourage the development of more scalable businesses; and (ii) to discuss action steps required to build a community of practice that will encourage investors to commit more resources to the nascent sector.

RETHINKING REMITTANCES60 minute session / C260

$With an influx of new players, funding, and technology, the remittance space has been the

target of disruption for the last decade. Remittances have multiple positive impacts, including reduced poverty and child labor, increased health and education expenditures, and enhanced small business investment. This panel will explore the future of the almost $500 billion remittances industry and consider what the changing landscape means for both disruptors and incumbents as well as for global diaspora populations.

Tahira Dosani / Accion Venture LabAndria Thomas / DalbergJoyce Kim / Stellar Development FoundationDaniel Ayala / Wells FargoMatt Oppenheimer / Remitly

USING BIOMIMICRY TO UP OUR GAME60 minute session / C205

Many thought leaders are calling for new “whole system” solutions built by learning from nature’s

systems and applying biomimicry principles. There are growing opportunities within finance, infrastructure, economic development, and clean technology to pursue resilient, regenerative, profitable investing. Join a group of thought leaders who are developing and applying novel financial intermediation strategies that evolve our economy to be in greater coherence with the biosphere.

Greg Wendt / Living Economy AdvisorsKatherine Collins / Honeybee CapitalShaun Paul / Reinventure CapitalIan Gardner / CAGIX, LA Cleantech Incubator

FUNDING “OTHERNESS”: THE IMPACT OF RACE, CULTURE, GENDER, AND OTHER IDENTITIES60 minute session / C210

Have you witnessed funders create a portfolio that fails to reflect a commitment to race, gender, and

economic justice? Are you an entrepreneur who has confronted fundraising barriers as someone whose identity does not reflect the dominant cultural identity? How does

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investing in white, cis-gendered leaders serve as a barrier to entrepreneurs and funders who are working to tackle issues of inequality? Join an entrepreneur and funder-led discussion on the nuances around funding “otherness”.

Gina Clayton / Essie Justice GroupYscaira Jimenez / Labor Exchange William Jackson / Village of WisdomCarmen Rojas / The Workers LabLateefah Simon / Rosenberg Foundation

BRIDGING BOUNDARIES FROM IMPACT INVESTING TO INCLUSIVE BUSINESS60 minute session / Southside Theater

$The topic of inclusive business – which develops products and services that reach the world’s

poorest populations – has been a conversation among corporations and development agencies, mostly separate from the impact investing community. But the challenge of developing robust partnership ecosystems is a common one. Hear from diverse practitioners on shared challenges in both domains, and how we might think differently about roles and partnerships in both the impact investing and inclusive business domains.

Sasha Dichter / Acumen FundMegan Mukuria / ZanaAfricaGiselle Aris / Land O’LakesTed London / William Davidson Institute

WHARTON INSIGHTS ON IMPACT INVESTING60 minute session / C235

$Using rigorous quantitative methodology, a recent Wharton study examined financial

performance of market-rate-seeking funds. It considered mission preservation of the portfolio companies upon the funds’ exit, and potential trade-offs between financial maximization and continuation of company missions. This session will present findings from this ground-breaking study of performance, liquidity, and mission

preservation, which have important implications for the field’s future.

Jacob Gray / Wharton Social Impact InitiativeDimple Sahni / Skopos Impact FundLauren Cochran / Blue Haven InitiativeRobyn Steffen / Omidyar NetworkChris Geczy / The Wharton School

SOCAPTV: LEARNING60 minute session / BATS Theater

Frontier CapitalPaula Goldman / Omidyar Network

Innovation Amidst the Ebola CrisisWendy Taylor / Center for Accelerating Innovation and Impact

Critical Thinking Doing: Education for Social ActionÁngel Cabrera / George Mason University

Myth Busting Social EntrepreneurshipAleem Ahmed / Love Grain


COOL COMPANIES WITH COOL IMPACT FUNDS60 minute session / Festival Mainstage

Corporate venture capital isn’t a new idea, but when some of the leading brands using business as a

force for good launch their own impact investment funds, people pay attention. Patagonia, Seventh Generation, and Clif Bar have all launched internal funds to invest in smaller companies addressing social and environmental challenges. Hear the reasoning behind these creative investments, how they are measuring impact and maintaining mission, and how these investments integrate with the core business.

Pete Alberse / Seventh Generation VenturesGregg Bagni / White Road InvestmentsPhil Graves / PatagoniaKate Danaher / RSF Social Finance

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WHERE CAPITAL MEETS CULTURE60 minute session / Cowell Theater

To truly create social change, a culture shift is required. Reflecting on major social progress over the

last century, artists have been the beacons to illuminate emergent culture and mobilize popular momentum towards a culture shift. In the social capital markets, how is capital meeting culture at the leading edge? Hear from funders and thought leaders in the impact sector who are thinking strategically about engaging creative ecosystems to shift culture for positive change.

Penelope Douglas / Mission Hub LLC Deborah Cullinan / Yerba Buena Center for the ArtsJudilee Reed / Surdna FoundationJamie Bennett / ArtPlaceMoy Eng / Community Arts Stabilization Trust (CAST)Ian Galloway / San Francisco Federal ReserveAngie Kim / Center for Cultural Innovation

MOBILE MONEY LANDSCAPE: EVOLVING TRENDS FACILITATING MOBILE MONEY SUCCESS60 minute session / Festival Meeting Room 1

$Mobile connections exceed the world’s population and the mobile economy is enabling digital

financial inclusion efforts across the globe. Yet, financial access is still elusive for many and demands for mobile financial products differ widely across countries and regions. We’re bringing together digital technology experts, successful mobile entrepreneurs, and development professionals to explore operational excellence in mobile money, new insights, and the landscape through 2020.

Jesse McWaters / World Economic Reform Anay Shah / Remitly Shivani Siroya / Inventure

TUNE UP YOUR DEAL: ALIGNING TERMS AND STRUCTURES WITH OBJECTIVES 60 minute session / Festival Meeting Room 2

$This panel introduces the Impact Terms Project (ITP): an initiative to document and share deal terms and

structures designed to better align them with the mission and financial objectives of entrepreneurs and investors. Our research will soon be released through an interactive website, and is based on interviews with more than one hundred market participants. The panel offers a preview of the ITP content through a discussion with four of its contributors.

Miguel Granier / Invested Development Leeat Weinstock / Grand Challenges Canada Morgan Simon / Pi InvestmentsRobert Terenzi / Vega CoffeeBruce Campbell / Blue Dot Law

INNOVATIONS IN FINANCE: MARKET-BASED METHODS TO COMBAT DROUGHT AND FOREST FIRE60 minute session / Festival Meeting Room 4

California forests – overgrown and underfunded – are both a cause and a potential solution to the Golden

State’s unprecedented battle against drought and wildfire. With conventional funding sources falling short, market-based mechanisms that finance environmental initiatives such as forest restoration have the potential to scale solutions by engaging traditional investors. Hear from a diverse set of experts developing the first-ever Environmental Impact Bond as they discuss how innovation in pay-for-success financing is transforming the environment.

Zach Knight / Blue Forest ConservationRicardo Bayon / Encourage CapitalEric Hallstein / The Nature ConservancyLouise Bedsworth / Governor’s Office of Planning and Research

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INVESTING IN WORKER OWNERSHIP60 minute session / Southside Theater

Employee ownership presents an incredible opportunity for investors who want to have a deep and

lasting impact on communities. A growing body of research and experience has established that worker cooperatives, Employee Stock Ownership Plans (ESOPs), and other forms of employee ownership create stronger companies and strengthen local economies by rooting businesses in their communities. Come learn how social investors can achieve real impact by investing in employee-owned companies and by financing transitions to employee ownership.

Andrea Armeni / Transform FinanceElizabeth Bauer / Gilded RogueCamille Kerr / The Democracy at Work InstituteBrendan Martin / The Working World

BUILDING FINANCIAL CAPABILITY60 minute session / C260

$Rapid evolution and choice of consumer financial products increases the need for consumer

education. But does consumer education work? According to the latest research, consumers need to build their financial capabilities – which is a mix of knowledge, skills, and access. Building financial capability is critical to financial inclusion, to help consumers make sound financial decisions and avoid harm from misusing financial services. Let’s explore consumer financial capability models that work!

Timothy Flacke / D2D Fund Daniel Rogers / MoneythinkBen Mangan / Center for Social Sector LeadershipShalu Umpathy / IDEO.org

A GAME FOR THE WEALTHY: BREAKING DOWN BARRIERS TO ENTRY WITH P2P 60 minute session / C205

$PayPal’s recent economic study highlights bank deserts throughout the US, mostly trending with racial

and economic divides. How can new technologies recreate the conditions wealthier entrepreneurs enjoy for those from lower-income environments? The peer-to-peer lending models for global philanthropy are evolving, and new services like Kiva Zip are popping up. Join this Q&A style talk on the growing P2P space and efforts to remove barriers for entrepreneurs without capital and credit.

Darrell Esch / PayPalJonny Price / Kiva.orgTracy Dennis / GOODcorps

IMPACT INVESTING FOR YOUR NEIGHBORHOOD60 minute session / C210

Why has it become more common for Americans to invest in Africans than African Americans? How do we

accelerate the flow of capital to historically under-invested neighborhoods? And what sort of ecosystem could support impact investing to get more and more local? Let’s explore these questions and many more as we examine the needed overlap between economic and community development.

Kevin Jones / SOCAP Rosa Lee Harden / SOCAP Tim Soerens / Parish Collective

FACILITATING FLOW60 minute session / C230

$For investors who want to activate their whole portfolio to mission, what is the perfect combination of

“word of mouth” serendipity and systematized opportunity for identifying investment opportunities? What is missing in the marketplace to serve these investors and this movement? Where are people innovating

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toward efficiency without losing touch with their mission? Join the ongoing lively conversation and idea generation with four people in the vanguard of doing investing differently.

Marian Moore / Play BIGDon Shaffer / RSF Social FinanceDana Pancrazi / Heron FoundationEsther Park / Commons Stock

HOW TO CREATE A PHENOMENAL GIVING EXPERIENCE60 minute session / C235

When evaluating the impact of philanthropy, the experience of donors often gets ignored.

Improving the giving experience is a key leverage point for increasing the flow of capital to social good. Through donor engagement, relationship building, due diligence, transparent reporting and more, innovative intermediaries are unlocking new donors and deepening relationships with current donors. Hear from top leaders serving a variety of donor types and addressing multiple pain points and positives in the giving experience.

Pamela Hawley / Universal GivingJackie Rotman / SparkAngela Campbell / Agora FundScott Rehmus / One Pull Solutions

SOCAPTV: FUNDING60 minute session / BATS Theater

More than Motorcycles: Small Asset Ownership and a Bottom Up Economic RevolutionMichael Wilkerson / Tugende

Raising Impact Capital from Investors and FoundationsTasha Seitz / Impact Engine, Brian Hill / Jail Education Solutions

Getting **it Done: the Four-Hour Due DiligenceAndy Lower / ADAP Capital LLC

Can Impact Investing Learn from Online Dating?Philip Berber / Enable Impact

5:00 Break

5:30 pM plenary sessionFestival Main StageHow do we define impact through the capital markets? As much as defining impact is a personal decision, it is also important as a field to continue to wrestle with and understand impact in different forms. This session features fresh narratives on impact that will push boundaries and spark creative introspection on how to most effectively drive change. Brad Duguid / Government of Ontario, CanadaKatie Fitzgerald / CircleUpJayson Yuan / CircleUp Growth Capital FundMichael Grossman / New Island CapitalNick Flores / The CAPROCK GroupJohn Streur / Calvert InvestmentsChristie George / New Media VenturesTaren Stinebrickner / Sum Of UsBecca Stevens / Thistle Farms & Magdalene

6:30 pM - 8:00 pM partyImpact Hub @ SOCAPJoin us for the last official SOCAP after-party of the year. We’re providing a cash bar for beer and wine, and a special San Francisco twist on Mexican cuisine bites. Celebrate and continue building connections within this vibrant community on the last night of SOCAP15!

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BRINGING HUMAN-CENTERED AGILE PROCESS TO GOVERNMENT60 minute session / Festival Mainstage

What happens when you combine the leading technology, user-centered design, and programming

processes with massive government systems? Potentially, the largest-scale improvement in the delivery of aid and services to vulnerable populations. In Silicon Valley and Washington, DC there are major efforts underway to engage the world’s leading tech talent in overhauling government systems, and they are moving forward with the pace, rigor, and execution to have tremendous impact sooner than you might realize.

Zach Berke / ExygyStephanie Rivera / 18F

NEIGHBORHOOD ECONOMICS: #DETROITRISING60 minute session / Cowell Theater

Join us to discover how to empower a community to design a collaborative future that works for

all. Many of the problems Detroit is currently facing are also global problems that are intricately connected and stem from the same root causes. The participants on this panel represent a network of six sectors collaborating to rebuild communities in Detroit through their framework to frame, convene, and ignite a social economy.

Alicia Douglas / PIP Passion in PhilanthropyJustin Edwards / Social Progress ImperativeHarvey Hollins / State of MichiganDevita Davison / Detroit Food LabCharles Cross / University of Detroit Mercy

REDEFINING SCALE: DEPTH VS. BREADTH60 minute session / Festival Meeting Room 1

When scale is re-defined as depth of impact, how does this affect how we need to organize ourselves,

measure ourselves, and fund the work? We hear from three initiatives that are going deep in their communities in different ways: a neighborhood-based youth organization, a city-wide organization supporting high-performing social change efforts, and a national organization that focuses on strengthening local businesses. These stories challenge assumptions about scale and reframe sustainable impact.

Alison Lingane / Project EquityFagan Harris / Baltimore CorpsOlis Simmons / Youth UpRisingLeslie Lindo / BALLE

WHAT WORTH IS WEALTH: LEAVING A LEGACY60 minute session / Festival Meeting Room 2

$The transition of assets between generations often sparks a conversation on values and – for

many families – is initiating a conversation about impact investing in pursuit of shared intergenerational values. Family offices will play a unique and important role in bringing scale to the impact investing sector in the coming years. Hear from families and wealth advisors that are integrating impact into their legacy through strategies that create multi-dimensional (financial, social, and environmental) wealth.

Abigail Noble / The ImPactSam Bonsey / The ImPactDanny Almagor / Small GiantsLiesel Pritzker Simmons / Blue Haven Initiative

IMPACT INVESTING: PASSION PROJECT OR LONG-TERM CAREER PATH?60 minute session / Festival Meeting Room 3

How does an emerging professional acquire the skills and experience (and the salary!) to commit their

foreseeable career to the impact investing

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industry? Drawing upon a survey of young professionals in the Bay Area impact investing space, panelists will discuss how the industry can retain top talent, provide meaningful professional development, and pair the increase in capital flowing into impact investing with an increase in long-term planning and viable career paths.

Ryan Zoradi / Unitus ImpactSara Johnson / Mulago FoundationMasha Lisak / Omidyar NetworkGeoff Eisenberg / The Ecosystem Integrity Fund

MONEY ORIGINS: KARMA AND GENERATIONAL RESPONSIBILITY 60 minute session / Festival Meeting Room 4

Does money have karma? What is our responsibility to money made through practices that harm people

and nature? Can that money be transformed? How does the impact of money define us as moral citizens? Inquiry and honest assessment of our legacy is essential to survival on this planet. Let’s explore the history and future of “our money.” This interactive, story-telling, peer-learning session is for wealth holders, investors, and entrepreneurs seeking continual advancement in the integrity of money.

Marian Moore / Play BigJoel Solomon / Renewal Funds

INNOVATIVE STUDENT FINANCE: FOR THE DEVELOPED AND DEVELOPING WORLD60 minute session / Southside Theater

Demand for university and vocational training has increased sharply across the globe over the

last decade but public universities can’t keep up with the demand. Innovative models for student finance in developing countries are expanding access to private education, and offer clues for resolving a crisis in student finance in the developed world. Hear from leading organizations in Brazil, the UK, and the US that are exploring creative ways of empowering students without crippling debt.

Mary Abdo / Parthenon

Carlos Furlan / Ideal InvestJuan Guerra / StudentFunder

USING CATALYTIC GRANTS TO SPUR INNOVATION IN HEALTHCARE60 minute session / Firehouse

As impact investing gains traction, foundations and individuals are finding innovative ways to use their

capital to generate measurable social and environmental impact. While many use return-seeking investments to achieve their goals, some foundations and individuals choose to use traditional grant capital to achieve the same aim. This session highlights examples of how foundations have used grant capital to make impact investments in the health sector that catalyze innovation, absorb risk, support capital raises, and encourage infrastructure development.

Jenny Sia / Pfizer FoundationSara Kay / Atlantic Philanthropies

IMPACT INVESTING IN CONFLICT REGIONS60 minute session / C205

$Job creation and financial stability lead directly to social stability in regions of the world that have been

disrupted by military conflict and political upheaval. Impact investors and entrepreneurs may be unsure about getting involved in such tumultuous regions, but there are a variety of efforts supporting the growth of SMEs in Central Asia and having significant impact. Discover the landscape of opportunity for both entrepreneurs and investors in geographic areas that have often been overlooked.

Juan Andres Turner / Aga Khan Foundation USAMike Bowles / Aga Khan FoundationAudrey Selian / Artha InitiativeJames Schwemlein / Office of the Special Representative for Afghanistan and Pakistan, US Dept. of State

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THE INTENTIONALLY DESIGNED ENDOWMENT60 minute session / C210

There is a sea change occurring in the way college and university endowments think about aligning

investment practices with institutional mission, values, and sustainability goals. This shift is being driven in large part by student pressure for fossil fuel divestment, but it is opening up a much broader conversations on ESG integration, impact investing, shareholder engagement, and more. This panel will bring together key leaders with various perspectives for an interactive and engaging dialogue.

Georges Dyer / Intentional Endowments Network Robert Nava / San Francisco State University Ophir Bruck / University of California Sonal Mahida / Principles for Responsible Investment

SOCAPTV: BUILDING60 minute session / BATS Theater

Can Algorithms Save the World?Paul Duan / Bayes Impact

Sustainable Recovery in a Post-Earthquake NepalJane Mosbacher Morris / TO THE MARKET

Insights of InnovationCleveland Justis / UC Davis Institute for Innovation and Entrepreneurship

The Rebel Leader’s Guide to the EconomyVictor Hwang / Liquidity Corporation


OPPORTUNITIES FOR IMPACT INVESTORS IN SOUTH ASIA AND EAST AFRICA 60 minute session / Festival Mainstage

$What are the key sector opportunities for impact investors and social

entrepreneurs in South Asia and East Africa? Building on research conducted by the GIIN

with Dalberg and Open Capital Advisors, this session will discuss which sectors pose the greatest opportunity across leading markets in both regions. Hear from active impact investors about their strategies, their experiences working with entrepreneurs, and their advice to entrepreneurs.

Kaylene Alvarez / Indigo Social FinanceMaya Chorengel / Elevar EquityVikas Raj / Accion Venture LabAbhilash Mudaliar / The GIIN

BREAKING DOWN BARRIERS TO INCLUSIVE ORGANIZATIONAL CULTURE 60 minute session / Cowell Theater

In the midst of a diversifying society, public pressure, and current events – institutions are

being forced to embrace new approaches to diversity which go beyond “counting faces.” Institutions must engage in strategic interventions to reflect on current culture and processes that are the root causes of disparities. Join us as we explore the cultural practices that exist as persistent barriers to new voices in this sector and the strategies being forged to transform the sector.

Decker Ngongang / Frontline SolutionsPia Infante / The Whitman InstituteShannon Farley / Fast ForwardLaura Weidman Powers / CODE2040

HAS THE TIME COME FOR A UNIVERSAL BASIC INCOME?60 minute session / Festival Meeting Room 1

Universal basic income – the idea that people should be paid simply for being alive – is gaining

attention in many different sectors. It is being talked about by right-wing libertarians and far-left socialists, by high-tech venture capitalists and inside-the-Beltway think tanks. But is it really feasible in the United States? If so, how, and when?

Anthony Painter / RSAPeter Barnes / Working AssetsRoy Bahat / Bloomberg BetaAndy Stern / (formerly) SEIUNatalie Foster / Institute for the Future

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SESSIONS 71

WANTED: CREATIVE CLIMATE INNOVATORS60 minute session / Festival Meeting Room 2

How might we use the power of design to tackle sustainability challenges? In today’s

interconnected world, sustainability is not simply a concept. Sustainability transforms wasteful and obsolete linear economy models into circular, closed-loop systems, spurring exploration and invention while reducing damaging impacts on our planet. Join OpenIDEO to apply a collaborative, human-centered approach to climate solutions, and dive into hands-on activities that bring these tools to life and equip you to continue collaborating for sustainability.

Matthew Ridenour / OpenIDEOScott Shigeoka / OpenIDEO

CASE STUDIES OF CREATIVE ECOSYSTEMS60 minute session / Festival Meeting Room 3

A sustainable, regenerative ecosystem is not just a set of stakeholders and infrastructure, but

rather a living system that has beauty, history, and meaning. In cities and towns around the world, creative placemaking is increasingly utilized to develop solutions that celebrate the existing culture of a place and leverage creativity to align stakeholders in addressing common challenges. Learn from leading cross-sector case studies that are engaging the arts as an entry point for systems change.

Deborah Cullinan / Yerba Buena Center for the ArtsNeil Hrushowy / San Francisco Planning DepartmentGulgun Kayim / City of MinneapolisJennifer Pahlka / Code For America

A SPECTRUM OF INVESTMENTS IN EDUCATION60 minute session / Festival Meeting Room 4

$Education has often been in a blind spot for impact investors: much of the high impact work is through

non-profit models, and high-return education

technology attracts traditional capital but often fails to reach the most disadvantaged students. Where can impact investors be most effective at addressing market gaps within education, and provide catalytic capital? This panel will explore the intersection of impact and return in the education sector, and highlight opportunities for investment.

Jennifer Lee / Learn CapitalShauntel Poulson / Reach Capital

BIGGER ISN’T ALWAYS BETTER: ACCELERATING MICROBUSINESSES IN LOCAL ECONOMIES60 minute session / Southside Theater

Poor communities have 27% fewer microbusinesses than their higher-income counterparts. Bridging this

microbusiness gap requires a commitment to delivering knowledge, networks, and start-up capital to the most promising micro-entrepreneurs. This session showcases innovative place-based programs in Atlanta, Chicago, Brooklyn, and Jersey City that work at the crossroads of microbusiness and community development. The connections and conversations from this session will focus attention and resources on microbusinesses and the communities in which they are (and are not) working.

Peter Roberts / Social Enterprise @ GoizuetaJames Johnson-Piett / Urbane DevelopmentEsther Fraser / Rising Tide CapitalRowan Richards / Good City ChicagoGrace Fricks / Access to Capital for Entrepreneurs (ACE)

BUILD IT AND THEY WILL FUND IT60 minute session / Firehouse

Creating sustainable social change requires organizations to move beyond traditional, inflexible

funding sources and structures. From social impact bonds, prize challenges, to competitive grants, innovations in funding models provide leaders options to customize how they invest to improve outcomes. But how do you choose the right model? This interactive workshop will provide you with a diagnostic to analyze each funding model,

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and an opportunity to design and iterate on an innovative model of your choice.

Audrey Vaughn / DeloitteIsabelle Brantley / DeloitteJohn Cassidy / DeloitteBetty Feng / Deloitte

WE RAISED MONEY FROM IMPACT ANGELS AND SURVIVED! 60 minute session / C205

$Leading visionary CEOs and founders of successful social enterprise startups go in depth to

have a candid conversation about the triumphs, challenges, pitfalls, and awesomeness about partnering with angels in the expanding impact investing space. This diverse panel will speak from their disparate impact investment experiences. We’ll discuss lessons learned and dispense hard-won advice on do’s and don’ts for best success. Our panel will invite the audience to share stories and ask questions.

Cheryl Contee / AttentivelyMarkos Moulitsas / Daily Kos Colin Mutchler / Louder Ayesha Wagle / KomazaMorgan Simon / Pi Investments

CONSERVATION ENTERPRISE: ADDRESSING BIODIVERSITY LOSS AT THE SOURCE60 minute session / C210

We are currently experiencing a global biodiversity crisis, and yet biodiversity and ecosystem services

are critical for achieving Millennium Development Goals. This panel will discuss creative entrepreneurial solutions to prevent biodiversity loss in high conservation value landscapes while supporting the local communities that rely on these natural resources to survive. We will also explore the larger picture of how conservation enterprise can be scaled and mainstreamed into the wider social enterprise and impact investing spaces.

London Davies / Wildlife Conservation SocietyJacqueline Westley / Calvert FoundationMike Korchinsky / Wildlife WorksRicardo Bayon / Encourage CapitalMatthew Humke / Solimar International

Robert Foster / Independent Impact Investing and Economic Development Executive

SCALING THROUGH REPLICATION60 minute session / C230

What are your options for scaling up? Besides fundraising, models such as social franchising and open

sourcing are now increasingly prevalent. Yet, many other options often go unexplored – from white-labeling to accreditation and licensing – and making your choice can seem impossible. This session will explain common forms of replication, discuss how to select which is right for your organization and how to support grantees in this process, as well as introduce the Social Replication Toolkit.

Karla Newendorp / Village CapitalDan Berelowitz / ICSFJayson Morris / Peery FoundationJesse Grainger / Agora PartnershipsGreg Coussa / ICSF

SOCAPTV: COLLABORATING60 minute session / BATS Theater

A Coalition for Sustainable Food SystemsLara Dickinson / OSC2, Jeanne Cloutier / Alter Eco Foods

Open-Source Innovation for Global ChangeEmanuele Musa / BABELE

Activating New Stakeholders for Local ImpactRachel Reilly Carroll / Enterprise Community Partners, Gretchen Greiner-Lott / Washington Regional Association of Grantmakers

A Partnership to Combat Housing BlightJoshua Genser / Consultant


WORLD WIDE WEB OF IMPACT: BRINGING INTERNET TO EVERYONE60 minute session / Festival Mainstage

Mobile technology has dramatically changed the landscape for impact. Considering how many life-

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SESSIONS 73

changing services have been delivered by SMS, imagine the impact of bringing internet to entirely new markets. As entrepreneurs, corporations, and investors explore the possibilities, this new frontier comes with an evolving, interconnected set of behaviors, obstacles, and opportunities to navigate. Better understand the potential for impact from these expert panelists who are actively building the infrastructure to bring the internet to everyone.

Laura Quintana / Cisco Systems Vaughn Hester / Internet.org Matt Dalio / Endless Fred Matiang’i / Ministry of Information, Communication and Technology (Kenya)

SCALING INCLUSION: EXPLORING SOPHISTICATED BUSINESS ACCELERATION METHODS60 minute session / Cowell Theater

$You are a financial inclusion entrepreneur on a mission. You’ve got it all. Customer segment – check.

Technology – check. Your team is great and you’ve bootstrapped long enough! You ask – is there a silver bullet to scale? This panel will weigh in with what expert accelerators, a leading investor, and a serial social entrepreneur have to say about sophisticated business acceleration methods and the scalable efforts of a mission-oriented business.

Ryan Falvey / CFSIKevin Barenblat / Fast ForwardKathleen Utecht / Core Innovation CapitalDoug Galen / RippleWorksXavier Helgesen / Off.Grid:Electric

FAITH PERSPECTIVES ON IMPACT INVESTING 60 minute session / Festival Meeting Room 1

Faith-based investors are the original impact investors, and for centuries have explored ways to

invest with their values. Today, faith institutions – with their substantial pensions and endowments – are important players in the investment world. This panel explores strategies within various faith communities including Christianity, Islam, and Judaism.

The topic is relevant to all participants, as the first step in impact investing is to define the investor’s values, which often originate from a cosmology or faith perspective.

Julie Hammerman / JLens Investor Network Beth Collins / Catholic Relief ServicesKavi Chawla / Bâton Global

BEYOND RISK MITIGATION: CREATING IMPACT FOR SMALL-SCALE SUPPLIERS60 minute session / Festival Meeting Room 2

A majority of people employed in global supply chains are smallholder farmers and factory

workers, many of whom live in extreme poverty. This panel convenes professionals with experience at various levels of the supply chain – from cooperatives to corporations, in fashion and consumer goods. We will discuss innovative approaches to move past traditional risk mitigation strategies and drive impact through operations, in order to improve the livelihoods of these stakeholders.

Patricia Chin-Sweeney / I-DEV International Jason Spindler / I-DEV International Ben Schmerler / Root CapitalKohl Gill / LaborVoices Emma Goodman / Solidaridad

HACKING SOCIAL CHANGE60 minute session / Festival Meeting Room 3

Learn about an approach for and by practitioners that makes it easy to discover, share, and remix solutions

to the hard problems of the 21st century. What if we stopped reinventing the wheel, and instead focused on adapting innovations to new challenges and geographies? Could we accelerate the pace of social change? For the last two years, a group of funders, NGOs, and private businesses have been collaborating on a platform for doing just that.

Kevin Jones / SOCAPAstrid Scholz / SphaeraNancy Kete / The Rockefeller FoundationMichael MacHarg / Mercy Corps

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URBAN ENTREPRENEURSHIP: SUPPORTING SOLUTIONS FOR CITIES60 minute session / Festival Meeting Room 4

As urban populations grow around the world, cities will be ground zero for our largest challenges but are

also our best chance at sustainability. Entrepreneurs taking on the social and environmental challenges that are unique to cities often need to partner with governments to succeed, and they need capital that understands the complexity and opportunity of an urban market. Hear from the ecosystem of stakeholders that are coming together to support urban entrepreneurship for positive, sustainable impact.

Clara Brenner / TummlEileen Neely / Living CitiesJay Nath / City and County of San FranciscoGary Hattem / Deutsche Bank

OVERSEAS INVESTMENTS IN LAND AND AGRICULTURE: LOCAL RESILIENCY INSTEAD OF LAND-GRABBING60 minute session / Firehouse

As cheap land, high food prices, growing biofuels markets, and carbon speculation combine to promise high

returns, international investment in land and commodity crops have surged. But concern about “land-grabbing,” water privatization, and deforestation is forcing investors to question the social and environmental implications of these investments. Can investors avoid the associated social, environmental, and financial risk? How can asset holders and managers use their power to change trends?

Rajasvini Bhansali / International Development Exchange Jeff Conant / Friends of the Earth Andrea Armeni / Transform Finance

THE STATE OF SOCIAL INNOVATION IN CHINA60 minute session / C205

Demand and interest in social entrepreneurship and venture philanthropy are taking hold in

China. However, there are major challenges in developing sustainable business models,

attracting talent for social impact, corporate CSR involvement, and regulatory barriers for social investing. Turning these challenges into opportunities, and building collaboration between domestic and international stakeholders are both needed to build the ecosystem. Join to hear more about the current landscape in China and the path towards a vibrant social sector.

Calvin Chin / Transi.stAlan Wang / Be Better OrganizationCrystal Ding / LGT Venture PhilanthropyScot Frank / One Earth DesignsHeather Grady / Rockefeller Philanthropy Advisors

THE SOIL WILL SAVE US: CARBON SEQUESTRATION AND BUILDING A SOIL FUND60 minute session / C210

Transportation fuels aren’t the biggest culprit in climate change; manufactured fertilizers, animal

feedlot operations and Industrial Ag give off far more greenhouse gases. The solution to the global food and environmental crisis is under our feet. Carbon sequestration land practices remove CO2 from the atmosphere and convert it to organic matter in the soil. The panel will discuss the potential for a “soil fund” and the need for a funding model to address this regenerative movement.

Lara Jackle Dickinson / OSC2John Roulac / NutivaBill Reed / Estancia Grass Fed BeefEsther Park / Commons Stock Rebecca Burgess / Fibershed

SOCAPTV: VALUING60 minute session / BATS Theater

Artisan Enterprise: the New Startup EconomyPeggy Clark / The Aspen Institute

Using Behavioral Economics for GoodDan Ariely / Duke University

Cleantech Needs You: Impact Investors in the Eco RevolutionDawn Lippert / Energy Excelerator

Equity in the Impact SpaceMelonie Tharpe / Center for Civic Innovation

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12:30 pM closing plenaryFestival Main StageAs we close out a full three days of sharing and discussion, we’ll reflect on how these conversations are influenced by the broader global context. What does it mean to build a marketplace at the intersection of money and meaning, considered against the background of growing economic inequality, racial injustice, humanitarian crises and climate change? This community is capable of addressing these challenges and we will leave SOCAP15 with some answers, but many more questions. The Gratitude AwardsBill Strathmann / Network for GoodNikki Silvestri / Silvestri StrategiesEd Dugger III / Reinventure CapitalKesha Cash / Impact AmericaBen Jealous / Kapor CapitalDecker Ngongang / Frontline SolutionsPenelope Douglas / Mission Hub LLCKevin Jones / SOCAP

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PARTNERING TO MOVE THE WORLD

Each year, it’s encouraging to see who is stepping up to help drive the social capital market. Longtime partners such as Omidyar Network and Rockefeller Foundation return year after year to ensure that this movement continues to expand and grow. Great new partners like Heron Foundation and BlackRock have played significant roles in bringing their energy to the event – demonstrating that large, leading organizations are making new waves at the intersection of money and meaning. This year, we have more sponsors than we’ve ever had, which shows us all just how rapidly our movement is growing.

We extend our gratitude to YOU, our partners, for your financial commitment. We know your commitment goes beyond this annual convening to support our collective ecosystem that is growing organizations, companies, and individuals who embed good into the fabric of their efforts and lives. We see a world where, together, we can move tremendous resources and energy – and whole communities – towards a better future

JAMIE MCGONNIGAL

Director of Business Development

INNOVATION PARTNERS

PARTNERSHIPSAGORA

agorapartnerships.org

Agora Partnerships’ purpose is to accelerate the shift to a sustainable economy by unleashing entrepreneurs who are building purpose-driven companies that create social and environmental impact throughout Latin America. Agora accomplishes this through the Agora Accelerator, a 6-month program designed to provide entrepreneurs with access to the knowledge, networks, and capital they need to grow their businesses and their impact. Since 2011, the Agora Accelerator has served 100 companies working in 18 countries across Latin America and catalyzed US $15.6 million in investment into these companies. Agora is proud to be the title sponsor of LATAM @ SOCAP.

blackrock.com

BlackRock is a leader in investment management, risk management, and advisory services for institutional and retail clients worldwide. At June 30, 2015, BlackRock’s AUM was $4.721 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of June 30, 2015, the firm had approximately 12,400 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

PARTNERS 79

UBI GLOBAL

csr.cisco.com & ubi-global.com/social

Cisco invests in scalable and self-sustaining programs that use technology to meet some of society’s biggest challenges. We deploy our expertise, technology, partnerships, and financial resources to help build thriving, prosperous communities that improve people’s lives and support our business. Our social investment programs focus on four areas (access to education, connected healthcare, economic empowerment, and critical human needs and disaster relief) where we believe Cisco CSR can add the most value and make a significant and lasting impact.

UBI Global is a thought leader in performance analysis of business incubators around the world. We help business incubators become more efficient and competitive through a comprehensive benchmark where more than 500 incubators in more than 70 countries participate. Based in Stockholm, Sweden and with an international research team, UBI Global in partnership with Cisco has created the world’s first benchmark of University Business Incubators for Social Innovation. The project has in its first year been looking for US-based incubators that are nurturing enterprises with a social purpose in order to highlight the landscape, increase awareness and find the best practices for enabling social impact. Establishing a benchmark will enable the surfacing and sharing of data-driven best practices in order to catalyze a network of incubators for Social Innovation.

echoinggreen.org

For nearly 30 years, Echoing Green has found and forged the most promising talent into leaders who spend their lives working with purpose. They define their generations; they make society better. Echoing Green continues to build a global community of emerging leaders and social entrepreneurs – almost 700 and growing – who launched Teach For America, City Year, One Acre Fund, SKS Microfinance, and more. Whether it’s through our Fellowships or our other innovative leadership initiatives, we unleash unexpected potential by tracking down the best and the brightest leaders, bringing them together, and launching them on a path to success.

heron.org

Heron’s mission is helping people and communities help themselves, especially those at the bottom of the economic ladder. Our goal is to help people in the United States escape poverty, thrive, and enjoy the benefits of full livelihood, opportunity, and community.


cleancookstoves.org/market-development

The Global Alliance for Clean Cookstoves is a public-private partnership hosted by the UN Foundation to save lives, improve livelihoods, empower women, and protect the environment by creating a thriving global market for clean and efficient cookstoves and fuels. The Alliance’s 100 by ‘20 goal calls for 100 million households to adopt clean and efficient cookstoves and fuels by 2020. To that end, we work with investors and entrepreneurs to strengthen and finance the scale up of enterprises along the value chain. Using grants and other forms of soft and patient capital the Alliance supports innovation, enterprise development, and finances growth.

impactassets.org

ImpactAssets is a non-profit financial services firm that increases the flow of capital into investments that deliver financial, social, and environmental returns. We provide products and thought leadership that enable philanthropists, other asset owners and their wealth advisors to close the gap between impact investing interest and action. Our signature products include The Giving Fund, an innovative donor-advised fund with a range of socially responsible and impact options to complement your philanthropic goals, as well as Impact Investment Notes, thematic publicly available debt notes in sustainable agriculture and microfinance. ImpactAssets produces the ImpactAssets 50, the first US open-sourced database of impact investing firms, and has published a wide range of Issue Briefs to provide concise, engaging overviews of critical concepts and topics within the field of impact investing

jbmediagroupllc.com

JB Media Group and the JB Media Institute provide comprehensive Internet marketing services and educational programs for non-profit and for-profit ventures focused on making a difference. We offer campaign strategy and implementation, as well as training in the areas of content development, social media, search engine optimization, public relations, and online advertising. We are a team of socially and environmentally conscious marketing professionals who specialize in digital marketing and communications. To successfully promote social ventures and their missions, we draw on our strengths for strategy, collaboration, and creativity, to craft highly effective campaigns that are authentic.

kountable.com

kountable is a revolutionary, globally scalable, sector-agnostic financing platform that builds a bridge from SME-owner entrepreneurs in developing countries to impact investors and local banks, allowing urgently needed funding to flow to viable high-impact business opportunities with ease. Using smartphone, web apps, and a kScore™ derived from social media data, kountable vets and monitors business deals with unprecedented efficiency and transparency, resulting in healthy profits for entrepreneurs and investors alike. kountable’s micro-trade finance approach gives dynamic, local “missing middle” entrepreneurs a new and growing ability to bring in the quality products, raw materials, and technologies needed to advance their countries’ development in myriad ways.

PARTNERS 81

scu.edu/millercenter

The Miller Center for Social Entrepreneurship accelerates global, innovation-based entrepreneurship in service to humanity. We believe social entrepreneurship addresses the problems of poverty, creating livelihoods, and restoring human dignity. Through our three departments – the Global Social Benefit Institute (GSBI), Impact Capital, and Education and Action Research – we help social entrepreneurs build strong, sustainable organizations. The GSBI’s stage-appropriate programs pair social entrepreneurs with Silicon Valley mentors to help them scale and become investment-ready. Impact Capital develops new investment vehicles and provides thought leadership for the impact investing community. Our Global Social Benefit Fellowship inspires Santa Clara University students to become the next generation of change leaders.

omidyar.com

Omidyar Network is a philanthropic investment firm dedicated to harnessing the power of markets to create opportunity for people to improve their lives. Established in 2004 by eBay founder Pierre Omidyar and his wife Pam, the organization invests in and helps scale innovative organizations to catalyze economic and social change. Omidyar Network has committed more than $849 million to for-profit companies and non-profit organizations that foster economic advancement and encourage individual participation across multiple initiatives, including Consumer Internet & Mobile, Education, Financial Inclusion, Governance & Citizen Engagement, and Property Rights.

ontario.ca/economy

Ontario seeks to be a leading social enterprise and impacting investing jurisdiction. The Social Enterprise Branch, within the Ministry of Economic Development, Employment and Infrastructure, was established to support the growth of the social enterprise sector in the province. Ontario’s multi-year strategy includes developing cross-sectoral policy initiatives that strengthen the social enterprise sector, and piloting innovative social finance tools such as Social Impact Bonds. Ontario’s strategic partnerships raise the profile of our province’s social entrepreneurs and build the impact investing ecosystem.

rockefellerfoundation.org

For more than 100 years, The Rockefeller Foundation’s mission has been to promote the well-being of humanity throughout the world. Today, The Rockefeller Foundation pursues this mission through dual goals: advancing inclusive economies that expand opportunities for more broadly shared prosperity, and building resilience by helping people, communities, and institutions prepare for, withstand, and emerge stronger from acute shocks and chronic stresses. To achieve these goals, The Rockefeller Foundation works at the intersection of four focus areas – advance health, revalue ecosystems, secure livelihoods, and transform cities – to address the root causes of emerging challenges and create systemic change. Together with partners and grantees, The Rockefeller Foundation strives to catalyze and scale transformative innovations, create unlikely partnerships that span sectors, and take risks others cannot – or will not.


tsffoundation.org

Established in 2006 by Wendy and Eric Schmidt, The Schmidt Family Foundation works to advance the wiser use of energy and natural resources and to support efforts worldwide that empower communities to build resilient systems for food, water, and human resources. The Foundation’s Mission Investment portfolio seeks to create environmental and social impact in the areas of agriculture, food, water, waste reduction, energy, health, access to finance, and human rights.

vodafone-us.com

Vodafone Americas Foundation™ is part of Vodafone’s global network of 26 foundations worldwide. “Mobile for Good” is a universal theme throughout Vodafone’s foundations. We support organizations that utilize technology to improve people’s lives, help stimulate innovation, and advance the global development sector. We look for partnerships and collaboration, as well as inclusion of the people who will be served. We also prioritize accessibility, in that the solution should utilize tools, equipment, and material that are practically available to the people served. Rather than funding technology for technology’s sake, we invest in the power of technology to create lasting social change.

PITCH PARTNERS

accessventures.org

Access Ventures is an impact-investment group that deploys holistic investments to see communities flourish. We provide capital to the organizations and solutions which we believe have the most significant potential to impact their community. We tailor our investment strategies with a layered capital approach which is predicated on the belief that all people matter. We step into challenging situations, wrestle with their complexity, and create solutions that enable human flourishing. We believe that when we invest in people, we can help to fundamentally change the way communities see themselves and the world around them.

akfusa.org

The Aga Khan Foundation partners with communities, non-profits, businesses, governments, and local leaders to make long-term investments, build permanent institutions and cultivate an active civil society. We believe in harnessing the best from people of all walks of life to build better futures together by breaking the cycle of poverty and improving the quality of life for people across Africa and Asia. Driven by our belief in our shared humanity, we work for the common good of all citizens, regardless of gender, origin or religion. The Foundation reaches 3.5 million people annually in 16 countries. We are a member of the Aga Khan Development Network, one of the world’s leading poverty solutions networks, established by His Highness the Aga Khan. The Aga Khan Foundation is a non-profit, tax-exempt organization under section 501(c)(3) of the Internal Revenue Code.

PARTNERS 83

berkeley.edu

Berkeley is Social Impact: University-based social innovation programs have been on the rise and UC Berkeley has been at the forefront – studying, designing, and implementing programs for students driven to become forces for global good, ready to compete in job markets that demand real-world skills as much as academic degrees. Berkeley’s institutions generate insight and action on social impact locally, nationally, and globally. The Blum Center for Developing Economies, the Center for Responsible Business, the Center for Social Sector Leadership, and the Institute for Business and Social Impact at the Haas School of Business will attend SOCAP15.

Calvert.com

Calvert Investments is the global leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and enable them to achieve positive impact. Serving financial advisors and their clients as well as a wide array of institutional investors, Calvert’s investment strategies feature integrated environmental, social, and governance (ESG) research and corporate engagement. Founded in 1976 and headquartered in Bethesda, Maryland, Calvert Investments had more than $12.6 billion in assets under management as of August 31, 2015.

candafoundation.org

C&A Foundation is a private foundation, affiliated with the global clothing retailer C&A. We are working to transform the apparel industry into a fair and sustainable industry that respects the rights of workers, improves livelihoods, and conserves the environment. We collaborate with key partners to achieve the best results and greatest long term impact. From farmers to factory workers, we help build strong and resilient communities in all the countries we touch.

capitalimpact.org

Capital Impact Partners transforms underserved communities into strong, vibrant places of opportunity for people at every stage of life. We deliver strategic financing, incubate new social programs, and provide capacity-building to help ensure that low-to-moderate-income individuals have access to quality health care and education, healthy foods, affordable housing, and the ability to age with dignity. A non-profit community development financial institution, Capital Impact Partners has disbursed more than $2 billion to revitalize communities over the last 30 years. Headquartered in Arlington, Virginia, Capital Impact Partners operates nationally, with local offices in Detroit, Michigan, and Oakland, California.


crs.org

Catholic Relief Services is the official international relief and development agency of the Catholic community in the United States. Founded in 1943, it is an organization of 5,000, working in 93 countries and reaching nearly 100 million of the world’s poorest people each year with innovative solutions to tough problems. CRS works both with local and global Catholic institutions and others to promote human development and engage Catholics in the United States as they live their faith in solidarity with their brothers and sisters overseas. CRS’ newly developed impact investing team is exploring opportunities in Impact Investing and social enterprise.

deloitte.com/us/socialimpactconsulting

To address the world’s greatest societal challenges, Deloitte Consulting’s Social Impact practice brings together organizations from the public, private, and social sectors, effectively building ecosystems for change. We strengthen linkages within and between organizations, quantify and communicate the impact of initiatives, and mobilize the players. The result is the co-creation of innovative solutions, the evolution of those solutions beyond concept and pilot phases, and – ultimately – the movement of ideas from aspiration to tangible impact.

db.com/usa/content/en/social-investments.html

Deutsche Bank uses its capabilities as a global investment bank to create economic opportunities in distressed communities in the US and around the developing world by financing social enterprises and projects that provide essential services like affordable housing, microfinance, health, education, and energy. The DB Global Social Finance group has deployed more than $2.5 billion to low-income communities around the world using this strategy. It’s also proven to be wise and prudent investing with consistent financial returns and a 99% repayment record.

newresourcebank.com

New Resource Bank is a triple-bottom-line bank serving values-driven businesses and non-profits that are building a more sustainable world. We see money as an agent of positive social, environmental, and economic change and believe banking can transform the economy into one that serves all people and the planet. By putting deposits to work for good, we lend to organizations that benefit our communities and preserve our planet.

PARTNERS 85

paxworld.com

Pax World is a leader in sustainable investing, with full integration of environmental, social, and governance (ESG) factors into investment analysis, security selection, portfolio construction, and risk management. Pax World combines rigorous ESG analysis with equally rigorous financial analysis in seeking to identify better-managed, industry leading companies that meet positive corporate responsibility standards, have a clear vision for managing risk, and are focused on delivering long-term value to shareholders. Pax World launched the first socially responsible mutual fund in 1971 and today offers a family of mutual funds including ESG Managers® Portfolios, multimanager asset allocation portfolios powered by Morningstar Associates.

prudential.com

Prudential Financial, Inc., a financial services leader with more than $1 trillion of assets under management as of March 31, 2015, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. In the US, Prudential’s iconic Rock symbol has stood for strength, stability, expertise, and innovation for more than a century.

rsfsocialfinance.org

RSF Social Finance is a financial services organization dedicated to transforming the way the world works with money. RSF offers investing, lending, and giving services that generate positive social and environmental impact while fostering community and collaboration among participants. Our growing community of clients is furthering the work of social entrepreneurs in the fields of Food & Agriculture, Education & the Arts, and Ecological Stewardship. Building the field of social finance through community-based economic practices and a productive ecosystem of social finance partners is part of our work toward a human-centered culture of finance. Since 1984, RSF has made more than $275 million in loans and more than $130 million in grants to non-profit and for-profit social enterprises.

sibgroup.org.uk

The Social Investment Business (SIB) is a pioneering social investment specialist. We support social enterprises through loans, grants, and other financial products to help them do more of what they do best. Through financial advice, support, and other assistance we help organisations navigate the financial landscape. SIB is the market leader in developing and implementing more than £35 million in investment readiness programmes, and wants to support like-minded organisations from other countries to set up their own investment readiness programmes. Since 2002, we have disbursed more than £380m in loans and grants to 1,100 organisations.


sgiicenter.com

The mission and purposes of the James Lee Sorenson Global Impact Investing Center (SGII Center) are to accelerate and advance the understanding and application of principles of free enterprise to create scalable and sustainable, global societal change. Created through a $13 million gift from James Lee Sorenson, the SGII Center at the University of Utah’s David Eccles School of Business seeks to provide students with real-world experience and interaction with industry leaders in the impact investing space. The SGII Center services the growth of the sector at-large through various activities and seeks to maintain lasting partnerships in the impact investing space by providing meaningful due diligence bandwidth and syndication services on deals and initiatives. Projects can range from market analysis to business strategy and financials, not only adding value to the organization and its partners but also providing an unparalleled education opportunity to the students.

tableau.com

Make a difference with your data. Tableau helps anyone quickly analyze, visualize, and share information. And with the new Tableau for Nonprofits program, 501(c)(3) organizations with annual operating budgets under $5m are eligible for free two-year licenses of Tableau. Now anyone can explore programs, operations, or fundraising efforts and see new opportunities that they never knew existed. Join the thousands of non-profits that are already using Tableau to cut the clutter and focus on the things that are really important. Go to tableaufoundation.org/free to get started today!

lemelson.org

Based in Portland, Oregon, The Lemelson Foundation uses the power of invention to improve lives. Inspired by the belief that invention can solve many of the biggest economic and social challenges of our time, the Foundation helps the next generation of inventors and invention-based businesses to flourish. The Lemelson Foundation was established in the early 1990s by prolific inventor Jerome Lemelson and his wife Dorothy. To date, the Foundation has made grants and other investments totaling more than $185 million to hundreds of organizations around the world.

tideline.com

Tideline is a consulting firm that provides tailored advice to clients developing impact investment products, strategies, and solutions. Tideline was founded in 2014 by three partners – Christina Leijonhufvud, Ben Thornley, and Kim Wright-Violich – responding to the need for institutional-quality consulting services in impact investing, including strategic advice, market research, product development, capacity building, performance evaluation, and change management.

tides.org

Tides is a foundation and non-profit partner committed to building a world of shared prosperity and social justice. Founded in 1976, Tides accelerates the pace of social change, working with innovative partners to solve society’s toughest problems. Tides focuses on equality and human rights; sustainable environment; healthy individuals and communities; and quality education. Tides’ services include charitable giving and

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grant-making (through donor-advised funds and other charitable vehicles), fiscal sponsorship of mission-aligned social ventures, and collaborative workspaces in San Francisco and New York City.

usaid.gov/GlobalDevLab

The US Global Development Lab (The Lab) builds on USAID’s 50 years of experience by applying science, technology, innovation, and partnerships to accelerate impact in response to global development challenges. The Lab’s mission is twofold: (1) to produce breakthrough development innovations by sourcing, testing, and scaling proven solutions to reach hundreds of millions of people; and (2) to accelerate the transformation of the development enterprise by opening development to people everywhere with good ideas, promoting new and deepening existing partnerships, bringing data and evidence to bear, and harnessing scientific and technological advances.

wellsfargo.com/nmtc

Through the New Markets Tax Credit program, Wells Fargo Community Lending and Investment provides debt for construction or substantial rehabilitation of commercial and community-oriented properties located in low-income census tracts nationwide. We also provide investments in low-income communities through our own NMTC allocation or partnering with third party community development entities (CDEs).

IDEA PARTNERS

arabellaadvisors.com

Arabella Advisors helps philanthropists and investors achieve greater good with their resources. We can help you maximize the positive impact of all of your assets-grants, investments, relationships, and time. Our comprehensive and personalized services deliver results for individuals, families, foundations, impact investors, and corporate clients worldwide. Our customized services are built from a comprehensive platform spanning strategy, due diligence, evaluation, grant making, impact investing, project incubation, donor collaborative, foundation management, board support, family engagement, and education. Arabella is a uniquely independent and unbiased resource: We work exclusively for donors and investors, providing objective advice to help you achieve greater good.

calvertfoundation.org

Calvert Foundation offers investments in a portfolio of more than 100 non-profits and social enterprises worldwide through its Community Investment Note. Since 1995, we’ve helped more than 15,000 investors support the places and impact sectors they care about: building affordable housing and schools, financing small and micro businesses, increasing access to healthcare and fair trade goods, empowering women, and creating numerous other social impacts. Investors earn a fixed financial return, generate measurable social returns, and benefit from Calvert Foundation’s 20-year track record of solid portfolio and repayment performance. Investments start at just $20.


cubinero.com

Cubinero.com is a non-profit platform for direct P2P worldwide lending to entrepreneurs and SMEs in Latin America and the Caribbean: Cuba, Dominican Republic, El Salvador, Guatemala, Haiti, Honduras, and Nicaragua. Cubinero plans to change lives by providing credit card merchant services to cuentapropistas (small, independent business owners) in these areas via our uniquely designed mobile phone app.

encludesolutions.com

Enclude is a specialist advisory firm dedicated to building more inclusive and sustainable local economies. Enclude’s integrated capacity and capital services help clients and partners design, connect, finance, and build solutions that generate sustainable business results as well as positive social and environmental outcomes. Enclude’s Capital Advisory Services connects clients with the capital they need to finance their growth, and links public, private, and philanthropic investors to investment opportunities that generate both financial returns and social value. Enclude’s Capacity Solutions assists financial institutions and public and private sector organisations in improving their profitability and effectiveness so they can better meet the needs of the un(der)served.

investforward.com

Invest Forward is your virtual financial advisor. Tell us about yourself through our site or app and we’ll create a customized, fully diversified portfolio. We’ll manage it, freeing you up to do the things you love. We’ve unlocked access to top institutional managers such as Dimensional

(DFA) and notable separate account managers. Never have such high quality portfolios been available at a minimum of $500. Interested in Socially Responsible and Sustainable investing? We’ve identified the best ESG managers and will incorporate them into your portfolio. Are you an Advisor? We have a white label solution for your clients. An employer? A digital 401(k).

mills.edu/mbaLokey Graduate School of Business and Public Policy at Mills College educates ethical and socially responsible organizational leaders who have the strategic perspective, analytic abilities, business and policy acumen, and leadership and management skills to deliver strong financial performance and innovative public policy solutions while mindfully making a positive impact on society and the environment. Our graduates are prepared to work toward solving the most complex economic, social, and ecological challenges our society faces. We offer Master’s degrees in Business Administration and Public Policy, a joint MPP / MBA degree, and a joint MBA / Master of Education Leadership degree.

perrettlaver.com

Perrett Laver is a leading global executive search firm working internationally within the global development and social sector which includes impact investing, sustainability, humanitarian issues, human rights, and non-profit sectors with a commitment to serve organizations who are having a transformative impact on society. We have offices around the world: from Vancouver to Chicago to Amsterdam to Hong Kong to Sydney. Our searches include: board members, chief executives, and director level roles either at the HQ level or at regional or country level. Nicole Kamaleson is our partner in the firm leading and overseeing our Global Development and Sustainability Practice. She is based out of Chicago, Illinois.

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presidio.edu

Nestled in the shadow of the Golden Gate Bridge, Presidio Graduate School draws our inspiration from San Francisco’s signature span. In a world in search of direction, PGS is the pathway to a new destination, a new society in which people, prosperity, and the planet are united in a singular vision called sustainability. We offer three path-breaking degree programs – MBA, MPA, and a Dual MBA / MPA – as well as several certificates, all in sustainable management. With more than 700 business and public administration alumni at the forefront of the field, PGS has become a hub for sustainability innovation and impact, helping forge a new sector at the intersection of for-profit and for-benefit.

pwc.com

Imagine the power of 180,000 people with a common purpose – building relationships that create value for you and your business. This is PwC. Every day, our people work with you to build the value you are looking for. We’ll start by getting to know you. You do the talking, we’ll do the listening. Our tailored solutions will help you meet the challenges and opportunities of doing business in the US market, and beyond. We bring a global perspective along with in-depth knowledge of local, state, and US issues. In 1998, Price Waterhouse and Coopers & Lybrand merged to create PricewaterhouseCoopers (PwC). We have a long history of delivering value-added professional services to our clients. Our accounting practice originated in London during the mid-1800s. PwC focuses on audit and assurance, tax and consulting services. Additionally, in the US, PwC concentrates on 16 key industries and provides targeted services that include – but are not limited to – human resources,

deals, forensics, and consulting services. We help resolve complex issues and identify opportunities. Our reputation lies in building lasting relationships with our clients and a focus on delivering value in all we do. Let us apply our world-class capabilities to your business goals.

raffa.com

Founded in 1984, Raffa is an accounting, consulting, and technology firm based in Washington, DC, dedicated to service and community. As a national, B Corp certified, Top 100 CPA advisory firm specializing in non-profits and socially-responsible businesses, Raffa performs high-quality audits and provides support to help caring organizations effectively and efficiently manage their most critical processes. The firm’s comprehensive back office services, including accounting, human resources, technology, and consulting, its deep bench of expertise and client-centric, customized approach helps each client meet its potential and ensures each client’s success is sustained and maintained.

sriwealthmanagement.com

Since 1983, we have offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team consults on more than $1.6 billion in assets and is one of the leading investment consulting groups in the country exclusively focused on ESG and impact investing. Our diverse backgrounds in finance, philanthropy, and advocacy help us provide a unique investment experience. We provide a team approach to each client that ensures our ability to provide personalized, customized advice throughout the investment experience.


redf.org

REDF creates jobs and employment opportunities for people facing the greatest barriers to work. We do it by investing capital and expertise in mission-driven organizations. We help them build their business, expand their markets, measure the results, and reinvest in programs to employ more people. We call it social enterprise. It’s a revolutionary approach that can transform our economy. By giving people an opportunity to change their lives with a job, REDF believes we can build an America that works for all of us.

socialenterprise.emory.edu

The focus of Social Enterprise @ Goizueta (SE@G) is that of applying business acumen and market-based solutions to achieve meaningful and enduring societal impacts. While working across the spectrum of for-profit, non-profit, and hybrid organizations, SE@G focuses on Research, Fieldwork & Outreach, and Teaching & Student Support. Our Research aims to illuminate the factors affecting the realization of societal impacts. Our Fieldwork & Outreach projects deepen our understanding of organizations that strive to achieve societal impacts and develop our ability to enhance their effectiveness. Our Teaching & Student Support activities expose students to the ways business education can address societal challenges.

business driven philanthropy

sparkventures.org

Spark Ventures invests financial and human capital to launch social enterprises in the sustainable food and agriculture sector of an emerging market economy. These businesses are an economic development engine that produce locally consumed goods and create jobs for base of pyramid families. The return on investment and majority of profits provide a sustainable revenue stream for high-impact health and education programs to benefit the poorest children in these communities. By tying long-term social and economic returns to charitable giving, Spark Ventures radically alters the way individuals and institutions think about their philanthropic capital.

IN-KIND PARTNERS

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NETWORK PARTNERS

Artemisia

Artha Platform

Aspen Network Development Entrepreneurs (ANDE)

B Lab

Business Alliance for Local Living Economies (BALLE)

CASE at Duke

Ennovent

Finance Alliance for Sustainable Trade

GatherWell

GIGTANK

Hive

Intellecap

Invest With Values

Investors Circle

Latin American Impact Investing Forum (FLII)

Latinos in Finance

Mentor Capital Network

Net Impact

New Ventures Mexico

ReWork

Sankalp Forum

SRI Conference

The Battery

Toniic

UnLtd

Village Capital

Villgro

MEDIA PARTNERS

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SOCAP TEAM

The incredible team behind SOCAP has been working at the intersection of money and meaning in various capacities since 2008, when SOCAP was first launched. SOCAP was founded by Kevin Jones, Rosa Lee Harden, Gary Bolles, Heidi Kleinmaus, Mark Beam, and Tim Freundlich. Since that first convening of 600 changemakers, we’ve more than quadrupled in size and continue to be the pioneer leader in impact investing gatherings around the globe.

The team that brings you SOCAP15 includes this amazing group of folks:

KEVIN JONES

Co-Founder & ConvenerKevin creates information businesses inside emerging markets. He believes that markets emerge in conversation, as people try to explain and understand value. But this SOCAP market is not like others he’s been in, and that’s what makes it more interesting and more important. Kevin is also founder of Good Capital, a venture capital firm that invests in social enterprises. His latest incubated project GoodCap can be found at NeighborhoodEconomics.org. The GoodCap portfolio companies where Kevin leads engagement are: Startgrid.com and NewsDeeply.com.

LINDSAY SMALLING

Director of ProgrammingLindsay has previously worked on the SOCAP Conference as Entrepreneur Coordinator (2012), Program Manager for the Oceans track (2013), and Senior Content Associate (2014). Lindsay was formerly Strategic Initiatives Officer at ImpactAssets where she was focused on building knowledge resources that advance the field of impact investing – such as Issue Briefs and the annual ImpactAssets 50. Lindsay is a graduate of Columbia Business School and Pomona College.

ROSA LEE HARDEN

Co-Founder & Executive ProducerRosa Lee is the Executive Producer of SOCAP15 and has been a producer throughout the growth of the conference from 600 people in 2008 to more than 2,200 in 2014. She is a successful serial entrepreneur, and for 25 years was an owner and publisher of newspapers, magazines, and trade journals, accomplishing turnarounds and launching successful startups that became the top publications in their markets. In 1996 she left the business world to become an Episcopal priest serving Holy Innocents in San Francisco for nearly 13 years. Having one foot in the faith world and one foot in entrepreneurship has been a great place from which to grow the conference at the intersection of money and meaning.

JAMIE MCGONNIGAL

Director of Business DevelopmentJamie is proud to join SOCAP and MissionHUB following four years as Community Director at the New Organizing Institute and Director of RootsCamp, the nation’s largest progressive “unconference.” Prior to that, Jamie produced more than 200 Broadway concerts and events, benefiting organizations such as The Matthew Shepard Foundation, National AIDS Fund, United Nations Association, and Broadway Cares/Equity Fights AIDS. In his free time, Jamie is a cartoon voice actor for Pokémon, Yu-Gi-Oh! and several other animated features. He lives in DC with his husband, Sean, and dog, Eli.

DIANA CONNOLLY

Production ManagerDiana brings more than 15 years of creativity and experience in managing large-scale events and programs to SOCAP15, SOCAP Health, Share, SOCAP14, and SOCAP13. Diana has an MBA in Sustainable Enterprise, and combines a passion for producing events with a social mission with the expertise to manage them in an environmentally responsible way. She is also the founder of Groundswell Marketing.

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JUSTIN BELLEME

Marketing ManagerJustin leads the SOCAP15 marketing team with more than a decade of experience in Internet marketing and event promotion. He is the Founder and Director of Strategy at JB Media Group, an online marketing agency based in Asheville, NC. He is a lead instructor for the JB Media Institute. An organizer of Startup Weekend and 1 Million Cups in Asheville, Justin is committed to supporting the startup community, and passionate about social entrepreneurship.

AMANDA SPECTOR

Programming &Partnerships AssociateAmanda manages SOCAPTV, the Impact Accelerator, Impact Hub @ SOCAP, and supports content, entrepreneur programming, and business development. Prior to SOCAP, she was the Community Manager of Impact Hub Berkeley where she oversaw programming and operations for the 100+ social enterprise coworking community. Her particular interest is in event creation and execution, particularly at the intersection of arts and social change. Amanda’s background is in non-profit arts management and education.

FABIENNE BLANC

RegistrarFabienne has been the SOCAP Registrar since 2011. After studying law in France, she moved to San Francisco to join her husband and raise her children. When she is not nagger-in-chief to her teenagers, she enjoys long walks with her dog, hiking or skiing in the Sierra, and doing genealogical research.

EVENT STAFF

MIA LAUTER

Volunteer ManagerMia manages the volunteers for SOCAP15 and has coordinated the volunteer program at SOCAP13, SOCAP14, Share and SOCAP Health. After several years working special events in Los Angeles she relocated to Madrid, Spain for two years, learning Spanish and perfecting the art of eating a big lunch at 2pm. She later returned stateside to work in international exchange programs through several universities in San Francisco. She easily made the decision to return to SOCAP this year because of the great attitude of her 100+ volunteer team.

SARAH STERLING

Entrepreneur CoordinatorSarah has several years of work experience in Central America, serving as a Peace Corps volunteer in El Salvador from 2010-2012, where she focused on rural education and small business development. She brings her skills in project development and management, logistics, fundraising, and outreach to the team at SOCAP15. She has a BS from the University of Vermont and a MPA from the Middlebury Institute for Internationals Studies at Monterey.

NICOLETTE OLIARO

Production CoordinatorNicolette Oliaro has more than 8 years experience managing large and small scale events. Her clients and events experience include non-profit organizations, production and staffing at major conferences, gala fundraisers, registration management, donor stewardship, veteran’s retreats, performing arts management, corporate meetings, and international celebrity and donor trips. When not planning and producing events, Nicolette can be found in the dance studio teaching Zumba. This will be her third SOCAP, working as part of the Groundswell Marketing Production team.

CASEY TERRAZAS

A special thanks to those who’ve helped make SOCAP15 possible (and even amazing): Sarah Stamatiou Nichols, Elizabeth Kreuger, Calgary Brown, Milicent Johnson, Bert Meijers, Karla Newendorp, Jennifer Nice, Paul Miller, Avary Kent , Isadora Caffe, Vilma Pichardo, Ricky Govan, Liz Maxwell, Amie Lam, Michael Kuntz, Marie Haller, Kari Gray, and Kathy Bruin.


SOCAP Technical DirectorCasey Terrazas is the Technical Director for SOCAP. Since 2011, he has managed the equipment setup and labor crews needed to make SOCAP a full-scale production. When not at SOCAP, Casey travels the globe producing all kinds of events. Additionally, in 2013 Casey founded Porch Party Records in his home city of Long Beach, releasing vinyl and cassettes of California bands.

BJ HARDEN JONES

Copy EditorBJ’s passion in life revolves around developing and sharing clarity: the inner clarity (self-awareness) that naturally generates outer clarity (a worldview in harmony with reality). As one of her main modalities, she practices and facilitates The Work of Byron Katie. The daughter of SOCAP founders Kevin Jones and Rosa Lee Harden, she has worked as copy editor for the program book every year.

AARON MARET

Design ConsultantDesigner, craftsman, polymath, futurist, perennial optimist, student of the universe, Aaron Maret brings a broad set of passions and interests to the creative process. His work ranges in scale and scope from web and graphic design, to architecture, to community development, to conscious business development. He’s part of the creative family of SOCAP, as son-in-law of Kevin Jones and Rosa Lee Harden, and partner to their daughter BJ. View his portfolio at aaronmaret.com.

CASSIE BARRETT

SOCAP Market CoordinatorCassie has a love for creating structures and systems and is gifted in seeing the big picture along with the small details. She is a heart-centered business person who knows how to get a job done. In addition to her love for business, she is drawn to death and dying – both physically and symbolically – and is pursuing avenues to help people through the different deaths they experience in life.

CONTENT STAFF

TIM SOERENS

Curator, NeighborhoodEconomics and MeaningTim is an award-winning author, speaker, and social entrepreneur. He co-founded “Neighborhood Economics” a new venture with SOCAP convener Kevin Jones that’s focused on accelerating the flow of capital to neighborhoods. He is the producer of the upcoming Neighborhood Economics Conference this November 17th and 18th in Cincinnati. Based in Seattle, he is also a founding adviser of Impact Hub Seattle. Finally, Tim is the co-founding director of the Parish Collective, a growing network of more than 1,500 faith communities who are focused on seeking human flourishing in particular neighborhoods while also working collaboratively across the city. Tim earned a B.A. in Rhetorical Sciences from the University of Wisconsin-Madison and a Masters of Divinity from The Seattle School of Theology and Psychology. He lives in the South Park neighborhood of Seattle with his wife Maria-Jose and their son Lukas.

KATE HANFORD

Theme Coordinator, Neighborhood Economics and MeaningKate Hanford has supported the development of the SOCAP Neighborhood Economics and Meaning tracks in 2014 and 2015. When not pulling together session content, she helps social entrepreneurs grow their businesses with Unreasonable East Africa, an accelerator program operating in Uganda, Kenya, and Tanzania.

REBECCA POWERS

Theme Coordinator, Financial InclusionRebecca was the Financial Inclusion Theme Coordinator for SOCAP14 and again this year. With an extensive background in social work and sustainable business, she has built her experience through a range of opportunities – from becoming a Frontier Market Scout to joining a startup board, as well as being a content strategist for various financial inclusion sites. Rebecca continues to seek solutions to global disparities and is committed to all things inclusion.

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ALEX KOPELYAN

SOCAP Open CoordinatorAlex is joining the SOCAP team for 2015 as a theme coordinator for the SOCAP Open Panels. He’s the Partnerships Director for Effective Altruism Global 2015, and the Operations Director for Self Spark, a startup that runs a global event series for behavior change. He has a PharmD from the University of Iowa and is passionate about innovation in health and wellness.

MISSIONHUB

SOCAP is a convening platform operated by Mission Hub LLC (MissionHUB), a certified B Corporation founded in 2009 and based in San Francisco.

ERYC BRANHAM

CEO, Mission Hub LLCAs CEO of MissionHUB, Eryc leads our network of Impact Hub coworking campuses in San Francisco, Berkeley, New York City, Philadelphia, and Washington, DC, as well as the annual SOCAP Conference. Eryc was most recently Chief Revenue Officer and GM of RocketSpace, a San Francisco-based technology campus for high-growth tech startups. Eryc previously held executive positions at Salesforce.com, Oracle, and Moxie Software. In addition, he was founder and CEO of three startups including Opcentric (acquired by Acumen Solutions), TRE3 Group (acquired by Appirio), and Cogar Branham, an incubator focused on “innovation with integrity”. Eryc is the son of a forester and has a B.S. in Geochemistry and B.A. in History with Honors from U.C. San Diego. He completed the Executive Program for Growing Companies (EPGC) at the Stanford Graduate School of Business and sits on three non-profit boards focused on ethical leadership, public education, and the arts.

PHILIP GASKIN

COO, Mission Hub LLCPhil’s executive career spans more than 20 years of experience in global corporate management, executive leadership, strategic visioning and planning, and business development. Phil served as Senior Vice President, Global Operations for BCD Group which includes the third largest global travel management and consulting firm in the world. His responsibilities included executive oversight of a 400 employee, 35 country global business unit. He concurrently led the company’s high-profile entertainment unit, which secured multi-million dollar contracts with the industry’s most prominent movie, music and production companies. Leading up to the 2012 election, Phil led ground operations in Philadelphia for Obama for America. In that effort, he built a grassroots organization from the ground up producing and directing operations, staff and thousands of volunteers that helped deliver the largest voter turnout in Philadelphia history. In 2013, Phil was instrumental in securing Senator Cory Booker’s victory in the New Jersey special election directing statewide voter turnout strategies.

MARISSA FEINBERG

PR & Brand Director,Mission Hub LLCMarissa Feinberg is PR & Brand Director of MissionHUB, a network of Impact Hub coworking and events space campuses in San Francisco, Berkeley, New York City, Philadelphia, Washington, DC, as well as SOCAP. Previously, Marissa co-founded Green Spaces NY, acquired by MissionHUB. Marissa is also co-founder of Flockd, powering productivity and connectivity for innovation. As a 10-year marketeer & publicist, she frequently speaks, teaching marketing & PR for startups. Marissa graduated from Syracuse University S.I. Newhouse School of Public Communications with degrees in public relations and marketing. During her free time, she serves on non-profit boards and acts in independent film.


TIM NICHOLS

Managing Director, Impact Hub San FranciscoTim is the Managing Director of Impact Hub San Francisco, the largest community of social and environmental entrepreneurs in the Bay Area. He has been building this community and working with growing teams in the social impact space for 7 years. He has also been instrumental in bringing the Impact Hub to SOCAP every year and encourages you to stop by to explore opportunities for engagement there. In a previous life, he received an MSc in Sustainable Development from the Blekinge Institute of Technology, a B.A. in Finance from the University of Colorado-Boulder, and launched the Brixton Pound, a community-based currency to support local businesses in a suburb of London.

BETH FLORES

Managing Director, Impact Hub DCBeth is Managing Director of Impact Hub D.C. and a former national security policy advisor at the Pentagon (ask her about the 4 months she spent in Afghanistan!), a leadership coach and founder of Groove Leadership Lab, a design thinker, a relentless intrapreneur, and a professional storyteller. Beth is a recipient of the Department of Defense Distinguished Civilian Service Award, the Presidential Management Fellowship, and a graduate of the Coro Fellowship in Public Affairs. She earned a M.S. in Foreign Service, an M.B.A. from Georgetown University, and received a B.A. in American Studies from Yale.

DOMINIQUE AUBRY

Managing Director,Impact Hub PhiladelphiaDominique Aubry is the Managing Director of Impact Hub Philadelphia and has trained more than 3,000+ entrepreneurs, companies, non-profits and government agencies on Lean methodology through her work with Lean Startup Machine and Lean Impact. Her background and training is in education policy. She has worked for the Mayor’s Office of Leadership Investment for the City of Philadelphia, for the School District of Philadelphia as the Facilities

Contract Manager, and as the Director of Strategy, Talent, and Operations for Teach For America Miami Dade. Dominique received her Bachelor’s in political science from Lehigh University and her M.S. in Education Policy and Evaluation from the University of Pennsylvania. Dominique is currently an appointment member of the Mayor’s Food Policy Advisory Council in Philadelphia.

SAM UTNE

Managing Director,Impact Hub New York CitySam came to Impact Hub NYCthrough his passion for helpingpeople thrive doing what they love. He’s a strategic thinker who has served in creative and business management positions. He started his own companies and played key roles in launching businesses and products for early-stage ideas and Fortune 500s. Sam served on the board of the Threshold Foundation, dabbles in side projects, enjoys sledding, and eats olives and oysters of all shapes and sizes. Ask Sam about Ranked Choice Voting, trains and bikes, magic tricks, bathroom etiquette, or distribution strategy. Or, visit samutne.com.

MICHAEL ANZALONE

Managing Director,Impact Hub BerkeleyMichael recently joined the MissionHUB team after serving as Managing Director of the David Brower Center. The Brower Center – where Impact Hub Berkeley proudly calls home – is a LEED-platinum building for convening, inspiring, and sustaining people who are committed to environmental and social action. Michael also actively builds community and manages projects for OSC2, an innovative member network for founders and CEOs of progressive food companies, and he recently completed his M.B.A. at the University of San Francisco.

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MISSIONHUBBOARD OF DIRECTORS

ERYC BRANHAM

Board of Directors, Mission Hub LLCCEO, Mission Hub LLCSee Eryc’s bio above.

DEBORAH CULLINAN

Board of Directors, Mission Hub LLCCEO, Yerba Buena Center for the ArtsDeborah Cullinan is the Chief Executive Officer of San Francisco’s Yerba Buena Center for the Arts. Prior to YBCA, she was the Executive Director of Intersection for the Arts. Under her leadership, Intersection achieved a strong reputation as a powerful arts-focused community development organization committed to radical partnerships across sectors to achieve equitable community change. Intersection played a lead role on the 5M Project, a 4-acre prototype for the next generation of urban development that embraces diversity of thought, life experience, and culture. She is co-founder of ArtsForumSF, a member of the Board of the California Arts Advocates, Californians for the Arts, The Community Arts Stabilization Trust, and MissionHUB. She is on the advisory boards of The Center for the Theater Commons and The Catalyst Initiative.

PENELOPE DOUGLAS

Board of Directors and Senior Advisor, Mission Hub LLCPenelope is focused on purposeful participation in order to build bridges across movements and networks. In addition to her role at MissionHUB, she serves as a Board Director at New Resource Bank, Opportunity Finance Network, and Startgrid. She is also an Advisor to the RSF Social Finance Social Investment Fund, the Wells

Fargo Bank New Markets Tax Credit Investment, Fund Good Jobs, Heritas Group, and Halloran Philanthropies. Penelope has recently been named an Artist in Residence (Spring 2015 - Spring 2016) at Yerba Buena Center for the Arts to explore the topic of “Labor/Why We Work.” Penelope is currently working on a concept for our 21st century that she calls The Radical Co.

TIMOTHY FREUNDLICH

Chairman, Board of Directors,Mission Hub LLCPresident, ImpactAssetsand Good CapitalTim is an innovator of financial instruments for impact investing and social entrepreneurship. Over the last 17 years, he served in a number of capacities at Calvert Foundation, and conceived of and launched the Giving Fund – a more than $200 million impact investment-based donor advised fund that was spun out from Calvert Foundation as ImpactAssets. Tim currently serves as President of ImpactAssets. He also co-founded Good Capital, which manages the Social Enterprise Expansion Fund LP, and helped to found the SOCAP conference and Impact Hub locations in San Francisco, Berkeley, New York City, Philadelphia, and Washington, DC.

ROSA LEE HARDEN

Board of Directors, Mission Hub LLCExecutive Producer, SOCAPSee Rosa Lee’s bio above.


TRANSPARENCY@ SOCAP15

Now for the third year, SOCAP has engaged Groundswell Marketing to help produce our events. One of the high priorities we set with the Groundswell team is to help us produce as sustainable a conference as possible. Below are some of the ways we have found to do that together.

GROUNDSWELL MARKETING

groundswellmktg.com

As Groundswell Marketing, we love working with SOCAP because what matters to us matters to them, too. Together we source as much as we possibly can from our partners who are following sustainable practices. Groundswell Marketing is an event production firm specializing in Sustainable Tradeshows and Conferences. Our clientele ranges from startup enterprises to the Fortune 500. We tailor our services for every project, offering strategy, design, staffing, and production expertise. We are a Bay Area Certified Green Business, and are committed to helping our clients produce successful programs with triple bottom line results.

FORT MASON CENTER

fortmason.orgSOCAP15 returns for a eighth year to its dynamic waterfront home at Fort Mason Center, a unique destination for thought-provoking programs, events, and organizations that support and reflect the evolving cultural fabric of San Francisco. The campus is a National Historic Landmark and part of the Golden Gate National Recreation Area, the country’s largest urban national park. Last year the Herbst Building reopened with an impressive solar array that adds to Fort Mason’s already huge commitment to the environment.

ASHBURY IMAGES & NEW DOOR VENTURES

ashburyimages.org & newdoor.orgAgain this year, SOCAP volunteers and staff are wearing t-shirts from Ashbury Images. Ashbury Images rebuilds lives one shirt at a time by providing paid employment, job training, and supportive services to at-risk youth recovering from poverty, substance abuse, and homelessness. Ashbury Images is part of New Door Ventures, a youth development social enterprise.

ACRE GOURMET

acregourmet.comAcre Gourmet has become a SOCAP staple. We are so nourished by the integrity of this organization that shines through in the exquisite buffets they create for us each year. Acre Gourmet makes choices that support sustainability. Acre sets an example by committing to their principles of using local, organically-grown produce and humanely raised meats; buying directly from local purveyors; following sustainable practices like full composting and recycling program that aims for ‘zero waste’; no use of pre-packaged, processed foods; using modern energy-saving equipment and high temperature dishwashers that cut down on the use of chlorine; using the freshest, least processed ingredients available and whenever possible using organic products that are naturally low in sugar and saturated fats. Acre’s menus are consistently diverse, balanced, and exceed USDA guidelines for nutrition.

U.S. PURE WATER

uspurewater.comThe drinking water provided for SOCAP comes from U.S. Pure Water Corporation. The full spectrum water treatment service and sales company’s aim is to reduce plastic waste & the use of fossil fuels in the delivery and production of plastic bottles, by providing equipment that treats at the point-of-use (POU) rather than at a treatment plant far away. USPW converted SF City & County to POU systems, and is helping to green events, preventing hundreds of thousands of bottles from landing in the waste stream.

SAN FRANCISCO CONSERVATION CORPS

sfcc.org/recycling.htmlSOCAP and SFCC couldn’t do it without you! All event waste at Fort Mason Center is managed by the San Francisco Conservation Corps with an aim toward landfill diversion and resource recovery. SFCC tells us each year that SOCAP consistently receives the highest rating and is one of the greenest events for the city.

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SOCAP15 Program Book FINAL.pdf

Documents

Transcript of SOCAP15 Program Book FINAL.pdf