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2015

SOCAP15 CAMPUS
FIREHOUSE
BEER
GARDEN

FESTIVAL PAVILION

MAIN

FESTIVAL
MEETING ROOMS

EXPO

STAGE

BUILDING E

BUILDING D
HERBST PAVILION

COWELL

Registration

THEATER

Cowell Lobby
entry to
Cowell Theater

BUILDING C
See below for details

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Southside
Theater
(3rd Floor)

BATS Theater
(2nd Floor)

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ENTRANCE

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stairway
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lav.

stairs

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FESTIVAL PAVILION

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FESTIVAL
MAIN
STAGE

Meeting Room #9
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Meeting Room #3

Meeting Room #6
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Meeting Room #5

Meeting Room #1
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Expo Area

Press

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FIREHOUSE

Restrooms
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Entry

BEER GARDEN

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HERBST PAVILION

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#SOCENT Central

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Market
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Expo
Innovation Showcase

Expo

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HUB Host Desk

Restrooms

REGISTRATION

WELCOME

CONNECTIONS

14

ENTREPRENEURS

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CONTENT

26

SESSIONS

32

BREAKOUTS, BY ROOM

32

SESSION DESCRIPTIONS
TUESDAY, OCTOBER 6

38

WEDNESDAY, OCTOBER 7

39

THURSDAY, OCTOBER 8

54

FRIDAY, OCTOBER 9

68

PARTNERS

78

TEAM

94

TRANSPARENCY

100

WELCOME

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, thats
pretty unusual.
One reason this is true is that we actively listen to what
is working in the world and what isnt, 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 its not just about the money
and its 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.

SOCAP15 / CONFERENCE GUIDE

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 its 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 fueldivested 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

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.

If youve 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.

At SOCAP were emphasizing the funding side of


the slow money and localism movement that is
exploding in communities across the country. Were
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 were keeping an
eye on.

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.

People are taking their economies from Wall Street


back to Main Street and its 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. Its 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, thats 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.

Look around. We are the people who are the answer to


what we want the world to be. Lets 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

WELCOME

SOCAP15 / CONFERENCE GUIDE

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

WELCOME FROM
MissionHUB
Hello!
In March 2015, I joined MissionHUB as CEO and Im
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 5 Campuses
Where change goes to work
#5years5cities

Theme: Sustainable Food/Ag

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 MissionHUBs 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 popup 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
10 SOCAP15 / CONFERENCE GUIDE

Theme: Financial Inclusion

Member of the global association


Theme: Impact Investing

Theme: Sustainable Cities


76 locations
11,000 members worldwide
impacthub.net

Theme: Civic Innovation

MissionHUB Supports
World-Changing Ventures

office space / meeting rooms / workshops / events space / speakers / education


accelerator programs / mentors / community / thought leadership / connection
YOU ARE HERE
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 Entrepreneurin-Residence program

Leading K12 content


management solution
Impact Hub member
Part of Better Ventures
Accelerator
Acquired by Renaissance
Learning

Whats your mission?

n/
ns

Our Mission

Social Innovation Thought Leadership

MissionHUB supports social


innovators in building
sustainable businesses that
drive long-term social and
environmental change

At the intersection of money & meaning


institutions
universities

investors
social entrepreneurs

non-profits
foundations

corporate orgs
social enterprises
We are B Corp certified to meet
rigorous standards of social and
environmental performance,
accountability, and transparency

www.mission-hub.com
@themissionhub

global innovators
governments

Annual Conference
Established, 2008
socialcapitalmarkets.net

Largest Conference for Impact


Investors & Social Entrepreneurs
SOCAP365: Year-round events series at
Impact Hub campuses
PAST PARTNERS

PAST SPEAKERS
Calvert

Jed Emerson

Deutsche Bank

Leila Janah

Echoing Green

Van Jones

Google.org

Judith Rodin

Herman Miller

Premal Shah

ImpactAssets
Omidyar
USAID

WELCOME 11

CONNECTIONS

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, were 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.

14 SOCAP15 / CONFERENCE GUIDE

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! Well 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 youre 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. Theyll 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 youve arranged. You can also
arrange a more casual meeting time during breakfast
or lunch in the Impact Hub.

VOLUNTEERS

SOCAP MARKET SPOTLIGHT:


THISTLE FARMS

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 entrepreneurfocused resources, make your way to #SOCENT Central
in the Impact Hub @ SOCAP. In this space, youll
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
theyve 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 years Market.

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 Caf, 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.

CONNECTIONS 15

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 dVine:
Drinking Bee dVine is an indulgence thats also quite
revolutionary since it leads to many good things. We
call this the TASTE CHANGE effect. When you sip
fragrant and smooth Bee dVine, youll experience
exotic floral nectars dancing on your palate while
youre also promoting positive change for our planets
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 Revives first product. Revive
jams are also healthier than alternatives: they are
made with significantly less sugar, non-GMO, and with
minimally refined ingredients.

16 SOCAP15 / CONFERENCE GUIDE

REBUILD globally & Deux Mains Designs:


Julie Colombino founded REBUILD globally in Port-auPrince, 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 highfashion 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.

GUEST ARTIST
CHUCK 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:
Were all underpaid and were all overwhelmed
Oh how I wish love was the coin of the realm
Where everyones rich and nobodys poor
Do you ever wish money dont 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
years activity.
Chuck grew up in the South Carolina low country. Hes
a Southern boy whose music echoes the R&B, Rock
& Roll, and Gospel music he heard from the cradle.
Chucks 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
Were so delighted that Chuck will be performing on
the main stage at almost every plenary session. And
hell 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.

CONNECTIONS 17

ENTREPRENEURS

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 AWARDS
gratitudefund.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,

20 SOCAP15 / CONFERENCE GUIDE

CEO of IDEO; George Zachary, VC at Charles River


Ventures) and in-kind donations from hardware,
software, and services corporate sponsors.
LATAM @ SOCAP
SOCAP 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, investmentready entrepreneurs who are using business to create
social and environmental impact in Latin America.
STARTGRID
startgrid.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 inperson during SOCAP15.
IMPACT ACCELERATOR @ SOCAP
The 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 ENTREPRENEURS
SOCAP 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

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 Aromticos
Dipanwita Das (India) Das Social Strategies
Dominique Davison (United States) PlanIT Impact

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.

Brandi DeCarli (United States) Farm from a Box


Laurent Demuynck (Rwanda) Kigali Farms
Shamini Dhana (United States) Dhana Inc.
Felipe Dib (Brazil) Voc Aprende Agora
Gideon Emorut (Uganda) Geel Medical Services

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

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.

Christopher Ategeka (Uganda) Rides for Lives

Danielle Goldschneider (United States) Sproxil, Inc.

Alloysius Attah (Ghana) Farmerline

Romel Gonzalez (Mexico) Cooperative Chac Lol

Emilie Baird (United States) chic.global

Devon Grimme (United States) Prometheon Pharma

Ana Barrera (Colombia) Aflore

David Groves (United States) Private Capital for Public


Good

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 Childrens
Enterprises

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

Raghurman Chandrasekaran (India) E-Hands Energy


(India) Pvt. Ltd.

William Jackson (United States) Village of Wisdom

Anya Cherneff (United States) Empower Generation

MJ Kaplan (United States) Loomio

Julie Clugage (United States) Team4Tech

David Karabelnikoff (United States) ORCA (Ocean Rich


Communities of Alaska)

Ana Coll (Mexico) Ilumxico

22 SOCAP15 / CONFERENCE GUIDE

Yscaira Jimenez (United States) Labor Exchange

Enrique Kaufmann (Mexico) Taakbil Ja

Sebastian Sajoux (Argentina) Arglite SPC

Hiraa Khan (United States) CrowdDefend

Aaron Sebesta (United States) Axios Impact


Investments

Saleha Khumawala (United States) Stimulating Urban


Renewal through Entrepreneurship (SURE)
Juan Lagrange (Peru) Akdemia

Rustam Sengupta (India) Boond Engineering &


Development (P) Ltd.

Kelly Lavelle (Senegal) ElleSolaire

Mouhsine Serrar (India) Prakti

Amy Li (United States) Dance4Healing

Lara Setrakian (United States) News Deeply

Heejae Lim (United States) TalkingPoints

Isabel Sheinman (United States) Library for All

Luisa Lombera (Mexico) Pixan LLC

Matthew Smith (Thailand) Fortify Rights

Jaydeep Mandal (India) Aakar Innovations Pvt. Ltd.

Ayele Solomon (United States) The Honey Wine


Company

Diego Martnez (Chile) Open Green Road


Shaffi Mather (United States/United Arab Emirates)
MUrgency

Mariana Somma (United States) Calientamigos


Christine Souffrant (Haiti) Vendedy

Njeri Mathu (United States) AnaCheza

Stephanie Speirs (United States) Solstice Initiative

Austin McGee (United States) WellDone

Michael Stoll (United States) San Fransisco Public Press

Isabel Medem (Peru) x-runner Venture

Matt Stormont (United States) togetherfarm

Carolina Medina (Colombia) Agruppa (SokoText)

Paulo Stufano (Italy) EggPlant

Manik Mehta (India) Leaf Innovation Pvt. Ltd.

Jennifer Stutsman (Kenya) Miti Health

April Mendez (United States) Fresh Coast Capital

Christina Tang (Hong Kong) Blue Sky Energy


Technology Ltd.

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

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.

Trish Nixon (Canada) CoPower

Manuel Doroteo Tzul Alvarado (Guatemala)


Mayaversatil

Adeloye Olanrewaju (Nigeria) Safermom

Jesse van de Zand (India) Janta Meals

Daquan Oliver (United States) Recesspreneurs


Evin Ollinger (United States) CarePath

Rob van Rooij (Netherlands) XS2Justice Network


International

Cristian ORyan (Chile) SULI LAB (Sun Light Laboratory)

Saransh Vaswani (India) Saajha

Shantanu Pahak (Singapore) CareNx Innovations

Martin Vender (Chile) Best Energy

Carolina Lara Pastrana (United States) Amano Artisans

Thomas Venon (South Africa) Eighteen East

Shyam Patra (India) Naturetech Infrastructure Pvt. Ltd.

Carvell Wallace (United States) Vibosity

David Paull (United States) Compostwheels, LLC

Rose Wang (United States) Six Foods

Gitte Pedersen (United States) Genomic Expression

Stefanie Weiland (United States) LifeNet International

Andrea Perez (Venezuela) HIPGive

Michael Wilkerson (Uganda) Tugende

Miranda Phua (Australia) CityTaps

Paul Winkel (Peru) PowerMundo

Neelam Pol (India) Khel Planet Foundation

Zoe Wong (United States) Revive Foods

Rodulfo Prieto (Peru) Laboratoria

Mike Woodard (Nicaragua) Vida Harvest: Farming for Life

Karla Ramirez (Honduras) Modatec Industrial

Nancy Zamierowski (United States) Yellow Seed: The


Collaborative Project

Nathan Ranney (United States) Achatina Snail Farms

ENTREPRENEURS 23

CONTENT

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

26 SOCAP15 / CONFERENCE GUIDE

SOCAP15
THEMES
$

Impact
Investing

PRESENTED BY:

Its 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.

Financial
Inclusion

PRESENTED BY:

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.

Neighborhood
Economics
Lets 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 crosssector 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.

Living
in the
Future
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.

Sustainable
Supply
Chain
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
PRESENTED BY:

21st
Century
Talent
The growing impact economy
needs 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.

SOCAP Open is our means of curating communitygenerated 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 dont fit particularly
within another theme, but are important or emerging
conversations. Though these topics may be out-of-thebox or undefined in the sector, we find its 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

SOCAPTV

Cutting Poverty in Peru


Adam Noyce / Chemonics International
Art Makes Meaning; People Make Change
Marc Bamuthi Joseph / Yerba Buena Center for the Arts

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 thats actively being done
to further our movement as their unifying theme. We
hope youll 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.

The Chance to Reset


Jane Mitchell / The Reset Foundation

WEDNESDAY 2:30-3:30PM
SCALING
Funding the Unfundable
Luke Weil / Andina Acquisition Corp.
How to Face Fears and Eat What Bugs You
Rose Wang Six Foods
Building the Bank of the Future to Reach the Unbanked
Craig Chelius / Mifos Initiative
Social Impact at Scale
Raul Vazquez / Oportun

WEDNESDAY 3:45-4:45PM
DESIGNING

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 Accelerators
Jenny Everett / Aspen Network of Development
Entrepreneurs (ANDE)
The Lean Data Approach
Sasha Dichter / Acumen Fund
Aggregating Portfolio Impact
Michael Luni Libes / Fledge LLC

WEDNESDAY 12:00-1:00PM
OVERCOMING
The Intersection of Cannabis and Social Impact Investing
Danielle Kizaire / Bronzeville Urban Development

28 SOCAP15 / CONFERENCE GUIDE

Collaboratorium: Social Entrepreneurship, Social


Permaculture, & Social Justice
Ashara Ekundayo / Impact Hub Oakland
Doing Good Better
James Norris / Effective Altruism Global
Designing, Building, and Scaling the Multi-Stakeholder
Social Venture
Marc Lane / The Law Offices of Marc J. Lane
Impact and Innovation from Farm to Cup
Ahmed Rahim / Numi Organic Teas, Brian Durkee /
Numi Organic Teas

WEDNESDAY 5-6PM
DISCOVERING
Why Non-Profits Need Social Enterprise Accelerators Too
Caryn Capriccioso / interSector partners, L3C
How Documentary Filmmaking Can Inspire Social Change
Greg Hemmings / Hemmings House
Exploring Cubas New Horizon
Eric Leenson / SOL Economics
Using Big Data for Impact
Neal Myrick / Tableau Software, Shivani Siroya /
InVenture Mobile

THURSDAY 11-12PM
SHIFTING
Challenging the Orthodoxies of Social Change
Gabriel Kasper / Deloitte Consulting
Building a Digitally Inclusive Future
Rose Broome / HandUp, Jennifer Pahlka / Code for
America
Bridging Impact Investing and Inclusive Business
Ted London / William Davidson Institute
Connecting Learning to the 21st Century
Constance M. Yowell / Collective Shift

THURSDAY 12:15-1:15PM
LEADING
Developing Tomorrows Impact Leaders
Mark Horoszowski / MovingWorlds

Getting **it Done: the Four-Hour Due Diligence


Andy 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 Nepal
Jane Mosbacher Morris / TO THE MARKET
Insights of Innovation
Cleveland Justis / UC Davis Institute for Innovation and
Entrepreneurship
The Rebel Leaders Guide to the Economy
Victor Hwang / Liquidity Corporation

Targeting a Systems Level Impact


Lisa Kleissner / Toniic, Charly Kleissner / Toniic
Playing Business: Reflections on 25 Years of Change
from the Inside
Steve Wright / Independent Consultant
Prototyping a Better San Francisco
Deborah Cullinan / Yerba Buena Center for the Arts

THURSDAY 2:45-3:45PM
LEARNING
Frontier Capital
Paula Goldman / Omidyar Network
Innovation Amidst the Ebola Crisis
Wendy Taylor / Center for Accelerating Innovation and
Impact, USAID
Critical Thinking Doing: Education for Social Action
ngel Cabrera / George Mason University
Myth Busting Social Entrepreneurship
Aleem Ahmed / LoveGrain

THURSDAY 4-5PM
FUNDING
More than Motorcycles: Small Asset Ownership and a
Bottom Up Economic Revolution
Michael Wilkerson / Tugende
Raising Impact Capital from Investors and Foundations
Tasha Seitz / Impact Engine, Brian Hill / Jail Education
Solutions

FRIDAY 9:45-10:45AM
COLLABORATING
A Coalition for Sustainable Food Systems
Lara Dickinson / OSC2, Jeanne Cloutier / Alter Eco
Foods
Open-Source Innovation for Global Change
Emanuele Musa / Babele
Activating New Stakeholders for Local Impact
Rachel Reilly Carroll / Enterprise Community Partners,
Gretchen Greiner-Lott / Washington Regional
Association of Grantmakers
A Partnership to Combat Housing Blight
Joshua Genser / Consultant

FRIDAY 11:00-12:00PM
VALUING
Artisan Enterprise: the New Startup Economy
Peggy Clark/ The Aspen Institute
Using Behavioral Economics for Good
Dan Ariely / Duke University
Cleantech Needs You: Impact Investors in the Eco
Revolution
Dawn Lippert / Energy Excelerator
Equity in the Impact Space
Melonie Tharpe / Center for Civic Innovation

CONTENT 29

SESSIONS

$
Meaning

Impact
Investing

Divest/Invest

Financial
Inclusion

Neighborhood
Economics

WEDNESDAY breakout by room


FESTIVAL
MAIN STAGE
10:45

COWELL
THEATER

FESTIVAL MEETING
ROOM 1

FESTIVAL MEETING
ROOM 2

FESTIVAL MEETING
ROOM 3

Connected through
Stories

Apparel Industry
Leaders
Collaborating for
Change

Delivering on
Investing in the
Promises to
Next System
Employees: Attract,
Engage, and Motivate

Neighborhood
Economics: a
Whole Portfolio

Impact Investing in
2015: a Panoramic
View of the Fields

12:00

Exploring
Segmentation:
Breaking Down
Impact Investing to
Build it Up
1:15

Social Sector
Transformation
through Pay for
Success
2:30

Mobilizing Capital
for Risky Sectors &
Geographies: Paths
to Success

FinTech for Good

Investing in Benefit
Corps

Up and Coming
Entrepreneurs
Using FinTech for
Inclusion

A New Social
Contract in the Age
of Uber

3:45

FESTIVAL MEETING
ROOM 4

The SOCAP API:


Connecting a
Thousand Walled
Gardens
$

MDGs to the Post


2015 Development
Agenda: Where Do
We Go from Here?

Building Culture to
Drive Mission

Your Next Step


toward Becoming
an Impact Investor

Beyond Awareness:
Maximizing Media
& Storytelling to
Drive Social Action

32 SOCAP15 / CONFERENCE GUIDE

Innovation Station:
Designing New
Business Models
for Sustainability

LATAM@SOCAP:
Entrepreneur
Pitches and
Networking
$

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

Understanding and
Developing
Pragmatic Impact
Investment Options
$

Blended Capital to The Davos Game:


Climate Resilience:
Support Early Stage an Impact Investing Acting on a Moral
Entrepreneurs
Simulation
Imperative

Upgrading Your
Due Diligence with
a Gender Lens

Vodafone Americas
Mobile Fast Pitch

The Community
Quarterback

Hack Your Career


with Design
Thinking

#Collaboration: the
SOCAP Commons

21st Century
Talent

SOUTHSIDE
THEATER

Living in the
Future

FIREHOUSE

C205

Sustainable
Supply Chain

C210

Open

C230

C260

Wildcard

BATS THEATER

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

Strong Ties, Big


Impact:
Constructing
Strategic Networks
around Founders

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

Impact Sourcing: How We Flourish:


Effective Altruism Business as an
in Action
Agent of World
Benefit

Climate Ventures
2.0

Solving the Gaps


for Rural & Artisan
Enterprises in
Emerging Markets

Launching the
Next Generation
of Innovators
from University
Settings

Tomorrows
Impact Investors

SOCAPTV:
Measuring

The New MBA

SOCAPTV:
Overcoming

Lawyering for
Impact

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

Does
Shareholder
Engagement
Have an Impact?
$

Why Place
Matters

Love, Money, and


Music

Investing in
Whole People

Age-Friendly
Communities:
From Concept to
Reality

Climate Change
Investing: Three
Important
Considerations

The New
Superheroes:
Global Tech
Volunteers

Harnessing
Technology to
Scale Social
Enterprise

Community
Foundations as
Leaders of
Place-based
Investing

Untapped:
Opportunities to
Invest in Water

Wanted:
Alternative Exits

SOCAPTV:
Scaling

Training for
Impact: Bringing
New Talent into
the Sector

SOCAPTV:
Designing

Mass
Incarceration and
Our Investments in
Hope
$

Equity Capital:
Closing the
Gender Gap

Global
Perspectives on
Investment
Readiness
$

Technology vs.
Tradition:
Financial
Inclusion without
Institutions

New Ways for


Startups to Do
Good from the
Start

SOCAPTV:
Discovering

SESSIONS 33

$
Meaning

Impact
Investing

Divest/Invest

Neighborhood
Economics

Financial
Inclusion

THURSDAY breakout by room


FESTIVAL
MAIN STAGE
11:00

COWELL
THEATER

FESTIVAL
FESTIVAL
FESTIVAL
FESTIVAL
SOUTHSIDE
MEETING ROOM 1 MEETING ROOM 2 MEETING ROOM 3 MEETING ROOM 4 THEATER

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

Approaches to
Impact in Public
Markets

12:15

How
Environmental
Investments are
Generating
Social
Outcomes

Bridging Gender
Analysis and
Financial
Analysis with
Experts in the
Field

Designing
Its All about
Smarter
Relationships
Financial
Services: How to
Lean on
Behavioral
Research

The Results are


In: Impact Funds
are
Outperforming

1:30

Views from the


Ground: a Social
Enterprise
World Tour

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

Impact
Measurement:
Views from the
Experts

4:00
Cool Companies
with Cool
Impact Funds

Where Capital
Meets Culture

34 SOCAP15 / CONFERENCE GUIDE

North American
Pitch Showcase

Human Capital
Solutions for the
Future of Impact
Investing

Mobile Money
Landscape:
Evolving Trends
Facilitating
Mobile Money
Success

Innovative and
Disruptive
Technology in
Microfinance

100% IMPACT
Journeys:
Archetypal
Stories

Investing in
Movements
Investing
in Policy and
Political Change

Democratizing
The Future of
Impact Investing Metrics and the
Floor-andLadder
Approach

What Uncle Sam


Can Do for You:
Stories from
Entrepreneurs

Regenerative
Business
Models: Lessons
from the Front
Lines

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

Tune up Your
Deal: Aligning
Terms and
Structures with
Objectives

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

21st Century
Talent

Living in the
Future

Sustainable
Supply Chain

Open

FIREHOUSE

C205

C210

C230

C235

C260

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

Wildcard

BATS
THEATER

SOCAPTV:
Shifting

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

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

Investing in
Solutions that
Encourage Sound
Financial
Decisions

Using Biomimicry Funding


to Up Our Game
Otherness: the
Impact of Race,
Culture, Gender,
and other
Identities

Wharton Insights
on Impact
Investing

A Game for the


Wealthy:
Breaking Down
Barriers to Entry
with P2P

Why Me? Say


Impact Investors
to Cleantech

Impact Investing
for your
Neighborhood

Facilitating Flow

SOCAPTV:
Leading

Rethinking
Remittances

SOCAPTV:
Learning

How to Create a
Phenomenal
Giving
Experience

Building
Financial
Capability

SOCAPTV:
Funding

SESSIONS 35

$
Meaning

Impact
Investing

Divest/Invest

Financial
Inclusion

Neighborhood
Economics

FRIDAY breakout by room


FESTIVAL
MAIN STAGE

COWELL
THEATER

FESTIVAL
MEETING ROOM 1

8:30

FESTIVAL
MEETING ROOM 3

FESTIVAL
MEETING ROOM 4

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

Money Origins:
Karma and
Generational
Responsibility

Bringing HumanCentered Agile


Process to
Government
9:45

FESTIVAL
MEETING ROOM 2

Neighborhood
Economics:
#DetroitRising

Redefining Scale:
Depth vs. Breadth

What Worth is
Wealth: Leaving a
Legacy

Opportunities for
Impact Investors in
South Asia and East
Africa

11:00

Breaking
Down Barriers
to Inclusive
Organizational
Culture

Has the Time Come Wanted: Creative


for a Universal
Climate Innovators
Basic Income?

Case Studies of
Creative
Ecosystems

A Spectrum of
Investments in
Education

World Wide Web of


Impact: Bringing
Internet to
Everyone

Scaling Inclusion:
Exploring
Sophisticated
Business
Acceleration
Methods

36 SOCAP15 / CONFERENCE GUIDE

Faith Perspectives
Beyond Risk
Hacking Social
on Impact Investing Mitigation:
Change
Creating Impact for
Small-Scale
Suppliers

Urban
Entrepreneurship:
Supporting
Solutions for Cities

Living in the
Future

21st Century
Talent

SOUTHSIDE
THEATER

FIREHOUSE

Sustainable
Supply Chain

C205

C210

Open

C230

Wildcard

BATS
THEATER

Innovative Student
Finance: For the
Developed and
Developing World

Using Catalytic
Grants to Spur
Innovation in
Healthcare
$

Bigger isnt Always


Better: Accelerating
Microbusinesses in
Local Economies

Impact Investing in
Conflict Regions

The Intentionally
Designed
Endowment

SOCAPTV:
Building

Build It and They


Will Fund It

We Raised Money
from Impact Angels
and Survived!

Conservation
Enterprise:
Addressing
Biodiversity Loss at
the Source

Overseas
Investments in Land
and Agriculture:
Local Resiliency
Instead of LandGrabbing

The State of Social


Innovation in China

The Soil Will Save


Us: Carbon
Sequestration and
Building a Soil Fund

Scaling through
Replication

SOCAPTV:
Collaborating

SOCAPTV:
Valuing

SESSIONS 37

TUESDAY OCT. 6

8:30
am
SPECIAL PROGRAM REGISTRATION OPENS

2:00
pm
GENERAL REGISTRATION OPENS

Registration Desk

Registration Desk

9:00
am
IMPACT ACCELERATOR

3:00
pm
GETTING THE MOST FROM YOUR SOCAP

Generals Residence
The 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.

EXPERIENCE
60 minute session / Festival Main Stage

9:30
am
LATAM @ SOCAP
Building C, 2nd Floor
For 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 ACCELERATORS
Firehouse
The 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.

38 SOCAP15 / CONFERENCE GUIDE

4:30
pm
IMPACT BAZAAR: CELEBRATING
ENTREPRENEURS
90 minute Session / Festival Main Stage
Kick 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
pm
OPENING NIGHT PARTY
Outside Festival Pavilion
Join us for a mobile San Francisco tradition
Off the Grid food truck feast and live music.

breakfast

Impact Hub @ SOCAP

8:30 am
plenary session

SOCAP15 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 / SOCAP
Gar Alperovitz / The Democracy Collaborative
Angela Glover Blackwell / PolicyLink
Aaron Tanaka / Center for Economic Democracy
Michelle Long / BALLE
Brendan Martin / The Working World
Cheryl Dorsey / Echoing Green
Ann Mei Chang / USAID
Bill Drayton / Ashoka
Lisa Hall / Anthos Asset Management
Dave Wilkinson / White House Office of
Social Innovation
Chuck Cannon / Singer, Songwriter

10:45 am
parallel sessions
NEIGHBORHOOD ECONOMICS: A WHOLE
PORTFOLIO
60 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 Network
Kevin Jones / SOCAP
Ross Baird / Village Capital
Premal Shah / Kiva
Ann DeRosa / Chilton Capital

IMPACT INVESTING IN 2015: A PANORAMIC


VIEW OF THE FIELD
60 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 / ImpactAssets


Cathy Clark / CASE at Duke

CONNECTED THROUGH STORIES


60 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, theyre 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 / Stonyfield
Keely Wachs / Clif Bar
Pablo Muoz Ledo / Into
Ahmed Rahim / Numi Tea

SESSIONS 39

WEDNESDAY OCT. 7

7:30 am

WEDNESDAY OCT. 7

APPAREL INDUSTRY LEADERS


COLLABORATING FOR CHANGE
60 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, Inc
Jason Kibbey / Sustainable Apparel Coalition
Rachel Lincoln / prAna
DELIVERING ON PROMISES TO EMPLOYEES:
ATTRACT, ENGAGE, AND MOTIVATE
60 minute session / Festival Meeting Room 3
What if the toughest hurdle to
scaling social enterprises isnt
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 / Ecozoom
Andrea Davila / Echoing Green
Alex Fife / Village Capital
Abe Taleb / ReWork
INVESTING IN THE NEXT SYSTEM
60 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

40 SOCAP15 / CONFERENCE GUIDE

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 Collaborative
Jos Corona / City of Oakland
Camille Kerr / Democracy at Work Institute
Patricia Farrar-Rivas / Veris Wealth Partners
MEANING IN THE MEDIA
60 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. Well 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 Deeply
Corey Ford / Matter VC
Jennifer Brandel / Hearken
Scott Elliott / Chalkbeat
Jory 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. Well
$

Erica Kochi / UNICEF


Christopher Shore / World Vision International
Paul Hamalian / Habitat for Humanity

Anne Geggie / Capital Impact Partners


Tom Woelfel / PCV Insight
Allison Hagey / PolicyLink
Allison Karpyn / University of Delaware

WHY TRANSPARENCY IS KEY TO MOBILIZING


AND EMPOWERING COMMUNITIES
60 minute session / C210

TOMORROWS IMPACT INVESTORS


60 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 Foundation


Jackie VanderBrug / US Trust
Monika Mantilla / Altura Capital
Jennifer Kenning / Align

DRIVING SOCIAL INNOVATION TO SCALE


WITH GLOBAL NGOS
60 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

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 SETTINGS
60 minute session / C230
Universities are hotbeds of social
innovation. Moreover, todays
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 Design
Karuna Relwani / Northwesterns Center for
Innovation in Global Health Technology (CIGHT)
Keely Swan / IDEAS Global Challenge, MIT

SESSIONS 41

WEDNESDAY OCT. 7

discuss a range of activities across the food


system, including economic and health
impacts.

WEDNESDAY OCT. 7

Public Service Center


Ali Amin / UBI Global
SOCAPTV: MEASURING
60 minute session / BATS Theater
Can Brands Really be Good?
Anna White / GOODcorps
Demystifying Accelerators
Jenny Everett / Aspen Network of
Development Entrepreneurs (ANDE)
The Lean Data Approach
Sasha Dichter / Acumen
Aggregating Portfolio Impact
Michael Luni Libes / Fledge LLC

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 Capital
Mike Davis / MPower
Herbert Moore / WiseBanyan
Tony Aguilar / Student Loan Genius

12:00 pm

VODAFONE AMERICAS MOBILE FAST PITCH


60 minute session / Festival Meeting Room 4

parallel sessions

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 worlds
most pressing problems. This fast pitch
session is moderated by Wes Selke of Better
Ventures.

EXPLORING SEGMENTATION: BREAKING


DOWN IMPACT INVESTING TO BUILD IT UP
60 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 /Tideline


Lauren Booker Allen / Omidyar Network
Debra Wetherby / Wetherby Asset Management
Clara Miller / Heron Foundation
Gil Crawford / Microvest

UP AND COMING ENTREPRENEURS USING


FINTECH FOR INCLUSION
60 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
$

42 SOCAP15 / CONFERENCE GUIDE

STRONG TIES, BIG IMPACT: CONSTRUCTING


STRATEGIC NETWORKS AROUND FOUNDERS
60 minute session / Southside Theater
Founders need knowledge,
networks, and capital to succeed.
For those who fund and support
entrepreneurs, its 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 Catalyst
Allison Munichiello / Andreessen Horowitz
Dan Graham / BuildASign.com

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 Innovation
Heather Stafford / Business Oregon
Marco Vangelisti / Essential Knowledge for
Transition
Michael Pieciak / Vermont Securities Division
Stuart Phillips / Red Wagon Creamery

THE NEW MBA


60 minute session / C260
Business is a powerful engine for
social and environmental change,
but business schools dont focus on
impact. Well look at what is missing from the
traditional curriculum and what is being
taught that prevents progress toward the
impact economy. Looking forward, well
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 College
Don Shaffer / RSF Social Finance
Jill Bamburg / Pinchot University

IMPACT SOURCING: EFFECTIVE ALTRUISM IN


ACTION
60 minute session / C205

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, isnt it a no-brainer?

HOW WE FLOURISH: BUSINESS AS AN AGENT


OF WORLD BENEFIT
60 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 Philanthropies
Audrey Selian / Artha Initiative
Roberta Baskin / AIM2Flourish

SOCAPTV: OVERCOMING
60 minute session / BATS Theater
The Intersection of Cannabis and Social
Impact Investing
Danielle Kizaire / Bronzeville Urban
Development
Cutting Poverty in Peru
Adam Noyce / Chemonics International
Art Makes Meaning; People Make Change
Marc Bamuthi Joseph / Yerba Buena Center
for the Arts
The Chance to Reset
Jane Mitchell / The Reset Foundation

Effective altruism is an increasingly


popular term for how to do the
most social good as efficiently and

SESSIONS 43

WEDNESDAY OCT. 7

LOCAL INVESTING IS IMPACT INVESTING: THE


NEW 10X ON YOUR MONEY
60 minute session / Firehouse

WEDNESDAY OCT. 7

1:15 pm
parallel sessions

Gary Hattem / Deutsche Bank Americas


Foundation
Bob Webster / Global Alliance for Clean
Cookstoves

SOCIAL SECTOR TRANSFORMATION


THROUGH PAY FOR SUCCESS
60 minute session / Festival Mainstage

THE SOCAP API: CONNECTING A THOUSAND


WALLED GARDENS
60 minute session / Festival Meeting Room 2

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
capitalhave 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.

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.

Andrea Phillips / Goldman Sachs


Louis Chicoine / Abode Services
Caroline Whistler / Third Sector Capital Partners
Michael Shaw / Kresge Foundation
Mary Ellen Wiggins / U.S. Office of
Management and Budget
Ian Galloway / Federal Reserve Bank of San
Francisco

MOBILIZING CAPITAL FOR RISKY SECTORS &


GEOGRAPHIES: PATHS TO SUCCESS
60 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 Solutions
Bert van der Vaart / Small Enterprise
Assistance Funds

44 SOCAP15 / CONFERENCE GUIDE

Audrey Selian / Artha Initiative


Jeff Tuller / ImpactSpace
Astrid Scholz / Sphaera Solutions
Peter 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; its 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 America


John Simon / Total Impact Capital
Saadia Madsbjerg / Rockefeller Foundation
Andrew Billo / United Nations OCHA

Building the set of market-rate


investment options that dont
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
Management
Leena Ved / Pacific Alliance Capital

LAWYERING FOR IMPACT


60 minute session / Southside Theater
Why is impact different when it
comes to the law? Or is it? Whats
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 Day


Leslie Keil / Hanson Bridgett
Deborah Burand / NYU School of Law
Pamela Rothenberg / Womble Carlyle

CLIMATE VENTURES 2.0


60 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 doesnt, and offer a
partnership model for others to replicate.
Kate Gordon / The Paulson Institute
Garrett Melby / GoodCompany Ventures
Corinne LeTourneau / City Relationships
Tom Balderston / Balderston Capital
Catherine 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 Capital
Josh Humphreys / Croatan Institute
Danielle Fugere / As You Sow
Will Lana / Trillium Asset Management

SOLVING THE GAPS FOR RURAL & ARTISAN


ENTERPRISES IN EMERGING MARKETS
60 minute session / C205
From repurposing waste materials,
to unlocking new markets using
internet and mobile technology, to
funding alternatives for working capital: well
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.

SESSIONS 45

WEDNESDAY OCT. 7

UNDERSTANDING AND DEVELOPING


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

WEDNESDAY OCT. 7

Ellen Fish / Sprout Enterprise


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

INVESTING IN CONSERVATION, PART 1:


MARKET GROWTH & STAKEHOLDERS
60 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 Advisors
Eric Hallstein / The Nature Conservancy
Peter Stein / Lyme Timber Company
Susan Phinney-Silver / The David and Lucile
Packard Foundation

2:30 pm
parallel sessions
A NEW SOCIAL CONTRACT IN THE AGE OF UBER
60 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?

46 SOCAP15 / CONFERENCE GUIDE

Tim OReilly / OReilly Media


Palak Shah / National Domestic Workers
Alliance
Marina Gorbis / Institute for the Future
Natalie Foster / Peers

FINTECH FOR GOOD


60 minute session / Cowell Theater
Technology has connected our
world, and unlocked countless
opportunities to use technology for
good. One of the most exciting technologyenabled 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 its beginning to
live up to its promise, including the masses
affordably, and with ease!
$

Arjan Schutte / Core Innovation Capital


Ross Baird / Village Capital
Sarah Gordon / CFSI
Paul Breloff / Accion Venture Lab

BLENDED CAPITAL TO SUPPORT EARLY STAGE


ENTREPRENEURS
60 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 / USAID


Min Pease / Echoing Green
Michael Etzel / The Bridgespan Group

LATAM@SOCAP: ENTREPRENEUR PITCHES


AND NETWORKING
60 minute session / Festival Meeting Room 4

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)?

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.

Abigail Noble / The ImPact


Katherine Brown / World Economic Forum
Yarden Assa / Vital Capital
Renana Shvartzvald / Vital Capital

CLIMATE RESILIENCE: ACTING ON A MORAL


IMPERATIVE
120 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 worlds 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
Entrepreneurship
Raul Pomares / Sonen Capital
Shashi Buluswar / Institute for Transformative
Technologies
David Decosse / Santa Clara University

UNTAPPED: OPPORTUNITIES TO INVEST IN


WATER
60 minute session / C230
Water is increasingly becoming a
scarce resource: California is in the
midst of an epic drought; So 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 Trust
Peter Culp / Squire Patton Boggs LLP
Lauren Ferstandig / NatureVest

WHY PLACE MATTERS


60 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 / BALLE
Don Shaffer / RSF Social Finance
Kelly Ryan / Incourage Community Foundation
James Johnson-Piett / Urbane Development

SESSIONS 47

WEDNESDAY OCT. 7

THE DAVOS GAME: AN IMPACT INVESTING


SIMULATION
60 minute session / Festival Meeting Room 2

WEDNESDAY OCT. 7

WANTED: ALTERNATIVE EXITS


60 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 arent
likely (or dont 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 Circle


Luni Libes / Fledge
Aner Ben-Ami / Pi Investments

INVESTING IN WHOLE PEOPLE


60 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. Lets
invest in each others lives, not simply in our
livelihoods.
Jay Standish / Open Door Development
Chelsea Rustrum / Its a Sharable Life
Melonie Tharpe / Center for Civic Innovation
Lina Srivastava / Entrepreneur & Artist
Amy Pearl / Hatch Innovation

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 communitybased solutions at the nexus of aging, health,
and community development.
Candace Baldwin / Capital Impact Partners
Justin Conway / Calvert Foundation
Tanya Rakpraja / Capital Impact Partners
Daniel Soliman / AARP Foundation
LOVE, MONEY, AND MUSIC
60 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 leftbrain hang loose while your imagination and
inspiration are tickled through heart-felt
discussion and heart-stirring performance

SOCAPTV: SCALING
60 minute session / BATS Theater
Funding the Unfundable
Luke Weil / Andina Acquisition Corp.
How to Face Fears and Eat What Bugs You
Rose Wang / Six Foods
Building the Bank of the Future to Reach the
Unbanked
Craig Chelius / Mifos Initiative
Social Impact at Scale
Raul Vazquez / Oportun

3:45 pm
parallel sessions

AGE-FRIENDLY COMMUNITIES: FROM


CONCEPT TO REALITY
60 minute session / C210

INVESTING IN BENEFIT CORPS


60 minute session / Festival Mainstage

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

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

48 SOCAP15 / CONFERENCE GUIDE

Rick Alexander / B Lab


Davis Smith / Cotopaxi
Kirsten Green / Forerunner Ventures
Max Ventilla / AltSchool
Brian Singerman / Founders Fund

THE COMMUNITY QUARTERBACK


60 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 Funds
Kelly Ramirez / Social Enterprise Greenhouse

UPGRADING YOUR DUE DILIGENCE WITH A


GENDER LENS
60 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 Institute


Suzanne Biegel / Catalyst at Large

BUILDING CULTURE TO DRIVE MISSION


60 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 Happiness
Tony Bond / Great Place to Work
Phil Clark / Exygy
Kristin 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 Center


John OHalloran / Impact Finance Center
Tony Macklin / Impact Finance Center
Kate Starr / Starria

MASS INCARCERATION AND OUR


INVESTMENTS IN HOPE
60 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

SESSIONS 49

WEDNESDAY OCT. 7

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
teams vision thrives.

WEDNESDAY OCT. 7

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 Ventures
Seth Sundberg / Prison Bars
Beverly Parenti / The Last Mile
Chrisfino Kenyatta Leal / Rocketspace
GLOBAL PERSPECTIVES ON INVESTMENT
READINESS
60 minute session / Firehouse
The impressive performance of the
UKs 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 Fund


Chris Dadson / Social Investment Business
Rohan Martyres / CAN
Anthea Smits / The Difference Incubator
Ross 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

50 SOCAP15 / CONFERENCE GUIDE

organizations are seeing from training for


impact beyond their own employee base.
Liz Maw / Net Impact
Jo-Ann Tan / Acumen
Kate Hayes / Echoing Green
Jason Rissman / OpenIDEO
Kim Hendler / Impact Business Leaders

CLIMATE CHANGE INVESTING: THREE


IMPORTANT CONSIDERATIONS
60 minute session / C205
The only way well solve climate
change is by making big
investments in renewable energy
sources. That said, most investors need help
understanding renewable energy
investments. Well outline, explain, and
discuss the three specific considerations
inherent to investing in renewable energy.
Theyre unique to renewable energy and in
our experience not understood by a large
majority of investors even impact investors.
Erik Melang / Impactive Holdings
Jack Vitale / 3BL Securities
Tanya Khotin / Cornerstone Capital
Nancy Pfund / DBL Investors
Peter 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 / Symantec
Hillary Hartley / 18F

SOCAPTV: DESIGNING
60 minute session / BATS Theater
Collaboratorium: Social Entrepreneurship,
Social Permaculture & Social Justice
Ashara Ekundayo / Impact Hub Oakland
Doing Good Better
James Norris / Effective Altruism Global
Designing, Building, and Scaling the MultiStakeholder Social Venture
Marc Lane / The Law Offices of Marc J. Lane
Impact and Innovation from Farm to Cup
Ahmed Rahim / Numi Organic Teas,
Brian Durkee / Numi Organic Teas

5:00 pm
parallel sessions
FUNDING FAIR TRADE: GAPS &
OPPORTUNITIES IN THE SUPPLY CHAIN
60 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 Finance
Les Szabo / Dr. Bronners
Scott Leonard / Indigenous Designs
Benjamin Schmerler / Root Capital
Chris Mann / Guayaki Yerba Mate

BEYOND AWARENESS: MAXIMIZING MEDIA &


STORYTELLING TO DRIVE SOCIAL ACTION
60 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 SUSTAINABILITY
60 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 / SustainAbility
Colleen Chapman / Starbucks
Dan Henkle / Gap

HACK YOUR CAREER WITH DESIGN THINKING


60 minute session / Festival Meeting Room 2
Design thinking is a problemsolving 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

SESSIONS 51

WEDNESDAY OCT. 7

Jesse Maddex / Enterprise NGOs


Heather Ramsey / WAKE
Trish Tierney / WAKE

WEDNESDAY OCT. 7

collaborate and think about your work in a


new light.
Eliza Rosenbaum / OpenIDEO
Luisa Covaria / IDEO

TECHNOLOGY VS. TRADITION: FINANCIAL


INCLUSION WITHOUT INSTITUTIONS
60 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.
$

#COLLABORATION: THE SOCAP COMMONS


60 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 Initiative


Jeff Tuller / ImpactSpace
Kevin Jones / SOCAP
Toni Johnson / Heron Foundation

EQUITY CAPITAL: CLOSING THE GENDER GAP


60 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 / Portfolia


Natalia Oberti Noguera / Pipeline Fellowship
Jenny Kassan
Candida Brush / Babson College
Fran Seegull / ImpactAssets

52 SOCAP15 / CONFERENCE GUIDE

Jeffrey Ashe / Tufts University


Yee Lee / Vouch
Elizabeth Dwyer / Lendr

HARNESSING TECHNOLOGY TO SCALE SOCIAL


ENTERPRISE
60 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 Investors
Thomas Rausch / Good World Solutions
Brian Hill / Jail Education Solutions
Minhaj Chowdhury / Drinkwell Systems
Julie Trell / (formerly) Salesforce.com
Foundation

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.

SOCAPTV: DISCOVERING
60 minute session / BATS Theater
Why Non-Profits Need Social Enterprise
Accelerators Too
Caryn Capriccioso / interSector partners, L3C
How Documentary Filmmaking Can Inspire
Social Change
Greg Hemmings / Hemmings House
Exploring Cubas New Horizon
Eric Leenson / SOL Economics
Using Big Data for Impact
Neal Myrick / Tableau Software, Shivani
Siroya / InVenture Mobile

Melanie Audette / Mission Investors Exchange


Stacy Caldwell / Tahoe Truckee Community
Foundation
Kelly Ryan / Incourage Community Foundation
Sandy Wiggins / Consilience LLC
Michelle Long / BALLE

6:00pm - 7:00pm
WineDown

NEW WAYS FOR STARTUPS TO DO GOOD


FROM THE START
60 minute session / C230

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.

How can startups build a socialminded 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?

Impact Hub @ SOCAP

Rob Joyce / Founders Pledge


Carlos Garcia / The San Francisco Foundation
Matt Gibb / Lendlayer
Milicent Johnson / SF Gives at Tipping Point
Community
Dipti Pratt / Pledge 1%
Ryan Scott / CAUSECAST

SESSIONS 53

WEDNESDAY OCT. 7

COMMUNITY FOUNDATIONS AS LEADERS OF


PLACE-BASED INVESTING
60 minute session / C210

THURSDAY OCT. 8

7:30 am
breakfast

Impact Hub @ SOCAP

8:30 am
plenary session

Festival Main Stage


New 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 Permanente
Deb Nelson / Social Venture Network
Joe Keefe / Pax World
Brian Trelstad / Bridges Ventures
Deborah Winshel / BlackRock
Deval Patrick / Bain Capital
Greg Ratliff / Bill & Melinda Gates Foundation
Debra Schwartz / John D. & Catherine T.
MacArthur Foundation
Xavier Briggs / Ford Foundation
Jennifer Pryce / Calvert Foundation
Fran Seegull / ImpactAssets
Arjan Schutte / Core Innovation Capital
Prince Emmanuel de Merode / Virunga
National Park
Chuck Cannon / Singer, Songwriter

11:00 am
parallel sessions
AT THE TIPPING POINT: RISKS AND
OPPORTUNITIES OF IMPACT GOING
MAINSTREAM
60 minute session / Festival Mainstage
$

In the past few years, impact has hit


the mainstream. Capital is pouring
in, products are popping up, and

54 SOCAP15 / CONFERENCE GUIDE

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? Well explore the big issues
affecting the future of impact, the
importance of accountability, the tensions
within the industry, and the promising
possibilities of impacts rapid evolution.
Mark Newberg / Womble Carlyle Sandridge &
Rice, LLP
David Chen / Equilibrium Capital
Abigail Noble / The ImPact
Wayne Silby / Calvert Social Investment Fund
Jackie VanderBrug / US Trust

APPROACHES TO IMPACT IN PUBLIC MARKETS


60 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 / BlackRock
Steve Falci / Pax World
Blaine Townsend / Nelson Capital

HOW ENVIRONMENTAL INVESTMENTS ARE


GENERATING SOCIAL OUTCOMES
60 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

ITS ALL ABOUT RELATIONSHIPS


60 minute session / Festival Meeting Room 4

Bettina von Hagen / Ecotrust


Taryn Goodman / NatureVest
Craig Wichner / Farmland, LP
Debra Schwartz / MacArthur Foundation

What happens when business is


informed by our deep
interdependence and using the
work of UC Berkeleys 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 WellBeing 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.

BRIDGING GENDER ANALYSIS AND FINANCIAL


ANALYSIS WITH EXPERTS IN THE FIELD
135 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 Canada


Margot Kane / Calvert Foundation
Kofi Owusu-Boakye / USAID
Joy Anderson / Criterion Institute

DESIGNING SMARTER FINANCIAL SERVICES:


HOW TO LEAN ON BEHAVIORAL RESEARCH
90 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 Impact


Grant Tudor / Populist

Konda Mason / Oakland Impact Hub


Keba Konte / Red Bay Coffee Roasters
Ari Nessel / Nessel Development
Erin Kilmer-Neel / Beneficial State Foundation
Cortt 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 / CODEPINK


James Rucker / Color of Change and Citizen
Engagement Lab
Jee Kim / Ford Foundation
Christie George / New Media Ventures

CATALYZING CAPITAL FOR INVENTION


60 minute session / Firehouse
Invention-based enterprises often
face unique financing challenges.
This panel will highlight key
findings from the Lemelson Foundations

SESSIONS 55

THURSDAY OCT. 8

generated from environmental investments


and how they are often core to success.

THURSDAY OCT. 8

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 / Villgro
Ross Baird / Village Capital
Ratul Narain / BEMPU
Ritu Verma / Ankur Capital
Loc 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 Fund
Sandhya Hegde / Khosla Impact Fund
Justin Guay / Packard Foundation
Alakesh Chetia / SunEdison Social Innovations
Andy Moon / SunFarmer

IMPACT UPSTREAM: HELPING SUPPLIERS


MEASURE AND IMPROVE IMPACT
60 minute session / C205
Whats the secret to improving your
supply chains 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

56 SOCAP15 / CONFERENCE GUIDE

are working together to help their suppliers


measure what matters, and how this could
apply to your own impact efforts.
Ryan Honeyman / Honeyman Consulting
Dane Wetschler / B Lab

MEASURING RACISM: THE PREREQUISITE FOR


DIVERSITY AND EQUITY
60 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 entrepreneurships role in the
inequitable power dynamics created by
racism.
Andrea Anderson, PhD / North Star Planning
& Evaluation Consultants, Inc.
Allison Brown, JD / Open Society Foundations
Melinda Weekes-Laidlow / Weekes in
Advance Enterprises
William P. Jackson / Village of Wisdom

FINDING YOUR PLOT: CONNECTING


STORYLINE WITH SUCCESS
60 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

How do we assess an investment to


see if its 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 theyre 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 Business
Ethan Roland Soloviev / Terra Genesis
International LLC

SOCAPTV: SHIFTING
60 minute session / BATS Theater
Challenging the Orthodoxies of Social Change
Gabriel Kasper / Deloitte
Building a Digitally Inclusive Future
Rose Broome / HandUp,
Jennifer Pahlka / Code for America
Bridging Impact Investing and Inclusive Business
Ted London / William Davidson Institute
Connecting Learning to the 21st Century
Constance M. Yowell / Collective Shift

12:15 pm
parallel sessions
THE RESULTS ARE IN: IMPACT FUNDS ARE
OUTPERFORMING
60 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 Investors
David Kirkpatrick / SJF Ventures
Maya Chorengel / Elevar Equity
Wes Selke / Better Ventures
Jessica Matthews / Cambridge Associates
DEMOCRATIZING IMPACT INVESTING
60 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 Capital


Ron Cordes / ImpactAssets
Matt Cohen / City Light Capital
Liz Sessler / ImpactUS

THE FUTURE OF METRICS AND THE FLOORAND-LADDER APPROACH


60 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 Investments


Andrea Armeni / Transform Finance

SESSIONS 57

THURSDAY OCT. 8

CHANGING PURSUITS AND MEASURES TO


ALTER THE COURSE OF HISTORY
60 minute session / C235

THURSDAY OCT. 8

Justina Lai / Wetherby Asset Management


Hope Mago / HCAP LLC
Flory Wilson / B Lab

FROM INVENTOR TO ENTREPRENEUR


60 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 / ANDE
Nicole Etchart / NESsT
Andy Lieberman / Miller Center for Social
Entrepreneurship
Isabel Medem / X Runner
Lesley Marincola / Angaza Design

SCALING PAY FOR SUCCESS


60 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 Partnership


Sara Vernon Sterman / The Reinvestment Fund
Greta Hansen / Santa Clara County
Josh McGee / Laura and John Arnold Foundation
Caroline Whistler / Third Sector Capital Partners

58 SOCAP15 / CONFERENCE GUIDE

IMPACT INVESTING AND THE CHURCH


60 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 Collective
Ross Baird / Village Capital
Becca Stevens / Thistle Farms

CHANGE FROM THE INSIDE OUT:


COMPASSION AND RESILIENCE IN THE
WORKPLACE
60 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 Labs
Michelle Long / BALLE
Emiliana Simon-Thomas / Greater Good
Science Center

MAPPING THE ENTREPRENEUR ECOSYSTEM


60 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

Penelope Douglas / Mission Hub LLC


Mark Beam / CATAPULTA
Ryan Ross / Halcyon Incubator
Angie Kim / Center for Cultural Innovation

SOCAPTV: LEADING
60 minute session / BATS Theater
Developing Tomorrows Impact Leaders
Mark Horoszowski / MovingWorlds
Targeting a Systems Level Impact
Charly Kleissner / Toniic, Lisa Kleissner / Toniic
Playing Business: Reflections on 25 Years of
Change from the Inside
Steve Wright / Independent Consultant
Prototyping a Better San Francisco
Deborah Cullinan / Yerba Buena Center for
the Arts

1:30 pm
parallel sessions
VIEWS FROM THE GROUND: A SOCIAL
ENTERPRISE WORLD TOUR
60 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 Health
Elly Timothy / EA Fruits Farm
Laurent Demuynck / Kigali Farms
WHAT UNCLE SAM CAN DO FOR YOU: STORIES
FROM ENTREPRENEURS
60 minute session / Cowell Theater
In addition to funding from impact
investors and angel investors,
theres another option available to
social entrepreneurs working in the
developing world: government funding. Hear
stories, advice, and lessons from three
entrepreneurs funded by USAIDs
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 Solutions
Piyush Mathur / Simpa Networks
Jonathan Kirschner / USAID Development
Innovation Ventures
INNOVATIVE AND DISRUPTIVE TECHNOLOGY
IN MICROFINANCE
60 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 Foundation


Anthony Randazzo / OPIC
Carol Caruso / Accion
Gary Hattem / Deutsche Bank

SESSIONS 59

THURSDAY OCT. 8

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.

THURSDAY OCT. 8

NORTH AMERICAN PITCH SHOWCASE


60 minute session / Festival Meeting Room 3
Join us as some of North Americas
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 / SVX


Laura Ortiz Montemayor / SVX.MX
Anthony Jewett / SVX.US
Ewart Newton / JUMP Math
Raymond Shih / QoC Health
David Beaton / ChangeIt
Trish Nixon / CoPower
Jessica Ching / Eve Medical
HUMAN CAPITAL SOLUTIONS FOR THE
FUTURE OF IMPACT INVESTING
60 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 / Toniic
Maya Chorengel / Elevar Equity
Paul Breloff / Accion Venture Lab
Sal Giambanco / Omidyar Network
Kate Kohler / Korn Ferry
REGENERATIVE BUSINESS MODELS: LESSONS
FROM THE FRONT LINES
60 minute session / Southside Theater
What does it look like when
business reimagines its supply
chain to go beyond sustainable

60 SOCAP15 / CONFERENCE GUIDE

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 todays
foremost voices for sustainable business and
innovation, well explore the promise,
challenge, driving vision behind and
transformative potential of regenerative
business models.
Joel Makower / GreenBiz Group
Erin Meezan / Interface, Inc.
Alex McIntosh / Thrive Natural Care
REAL ESTATE AND DISPLACEMENT:
OWNERSHIP = DESTINY
60 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 / Locavesting
Paula Z. Segal / 596 Acres
Chris Tittle / Sustainable Economies Law Center
Steve King / Oakland Community Land Trust
John Katovich / Cutting Edge Capital
INVESTING IN CONSERVATION PART
2: ESTABLISHED & EMERGING MARKET
OPPORTUNITIES
60 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

UNLOCKING THE POWER OF THE VOICE OF


WORKERS IN SUPPLY CHAINS
60 minute session / C230

Ricardo Bayon / Encourage Capital (NY)


Chris Larson / New Island Capital
Jerome Ryan / Conservation Forestry, LLC

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.

STRENGTH IN NUMBERS: HOW SOCIAL


ENTERPRISES CAN LEVERAGE NETWORKS
60 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 DEVELOPMENT
60 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 worlds 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 / LIGTT
Carol Dahl / The Lemelson Foundation

Kilian Moote / Humanity United


James Gifford / Tau Investment Management
Brandee Butler / C&A Foundation
Bama Athreya / USAID

2:45 pm
parallel sessions
LRNG: A NEW MODEL FOR LEARNING AND
FOR CHANGING SOCIAL SYSTEMS
60 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 Shift
Julia Stasch / John D. and Catherine T.
MacArthur Foundation
John Legend / LRNG
Elyse Eidman-Aadahl / National Writing Project
Maria Teresa Kumar / Voto Latino

SESSIONS 61

THURSDAY OCT. 8

infrastructure and what it will take to make


these deals scalable, repeatable, and
investable.

THURSDAY OCT. 8

IMPACT MEASUREMENT: VIEWS FROM THE


EXPERTS
60 minute session / Cowell Theater

INVESTING IN STORYTELLING TO DRIVE


SOCIAL IMPACT
60 minute session / Festival Meeting Room 2

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.

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.

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


STORIES
60 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 Foundation


Liesel Pritzker & Ian Simmons / Blue Haven
Initiative
Tammy Haygood & Stacy Nathaniel Jackson
Ron & Stephanie Cordes / The Cordes
Foundation

Kimaya Dixit / Hattaway Communications


RJ Bee / Hattaway Communications
THE COST OF NOT LISTENING: STIFLED
INNOVATION, MISGUIDED INVESTMENT
135 minute session / Festival Meeting Room 3
Join us for a dynamic panel and
workshop with Stanford Universitys
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 Center
Jess Rimington / Stanford University Global
Projects Center
Hyder Akbar
Vera Triplett / Noble Minds Institute for
Whole Child Learning
Rowena Jessica Amon / Community
Organizers Multiversity
Jessamyn Shams-Lau / The Peery Foundation
MEASURING IMPACT: SOCIAL INCUBATOR
BENCHMARK RESEARCH
60 minute session / Festival Meeting Room 4
UBI Global and Cisco Corporate
Affairs have partnered to produce
the first benchmark analysis of

62 SOCAP15 / CONFERENCE GUIDE

Amanda Cumberland / Cisco


Dhruv Bhatli / UBI Global
WHY ME? SAY IMPACT INVESTORS TO
CLEANTECH
60 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, Im in, where do I start?
while other half are saying, I dont buy it,
why me? Well dig into the family officecleantech relationship with investors blazing
this path as they share their solution-driven
approaches and how they measure impact.
Rachel Barge / yerdle
Brad Punu / Energy Excelerator
Andrew Beebe / Obvious Ventures
INVESTING IN SOLUTIONS THAT ENCOURAGE
SOUND FINANCIAL DECISIONS
120 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 REMITTANCES
60 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 Lab
Andria Thomas / Dalberg
Joyce Kim / Stellar Development Foundation
Daniel Ayala / Wells Fargo
Matt Oppenheimer / Remitly

USING BIOMIMICRY TO UP OUR GAME


60 minute session / C205
Many thought leaders are calling
for new whole system solutions
built by learning from natures
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 Advisors
Katherine Collins / Honeybee Capital
Shaun Paul / Reinventure Capital
Ian Gardner / CAGIX, LA Cleantech Incubator

FUNDING OTHERNESS: THE IMPACT OF


RACE, CULTURE, GENDER, AND OTHER
IDENTITIES
60 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

SESSIONS 63

THURSDAY OCT. 8

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.

THURSDAY OCT. 8

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 funderled discussion on the nuances around funding
otherness.
Gina Clayton / Essie Justice Group
Yscaira Jimenez / Labor Exchange
William Jackson / Village of Wisdom
Carmen Rojas / The Workers Lab
Lateefah Simon / Rosenberg Foundation

BRIDGING BOUNDARIES FROM IMPACT


INVESTING TO INCLUSIVE BUSINESS
60 minute session / Southside Theater
The topic of inclusive business
which develops products and
services that reach the worlds
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 Fund


Megan Mukuria / ZanaAfrica
Giselle Aris / Land OLakes
Ted London / William Davidson Institute

WHARTON INSIGHTS ON IMPACT INVESTING


60 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
$

64 SOCAP15 / CONFERENCE GUIDE

preservation, which have important


implications for the fields future.
Jacob Gray / Wharton Social Impact Initiative
Dimple Sahni / Skopos Impact Fund
Lauren Cochran / Blue Haven Initiative
Robyn Steffen / Omidyar Network
Chris Geczy / The Wharton School

SOCAPTV: LEARNING
60 minute session / BATS Theater
Frontier Capital
Paula Goldman / Omidyar Network
Innovation Amidst the Ebola Crisis
Wendy Taylor / Center for Accelerating
Innovation and Impact
Critical Thinking Doing: Education for Social
Action
ngel Cabrera / George Mason University
Myth Busting Social Entrepreneurship
Aleem Ahmed / Love Grain

4:00 pm
parallel sessions
COOL COMPANIES WITH COOL IMPACT FUNDS
60 minute session / Festival Mainstage
Corporate venture capital isnt 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 Ventures
Gregg Bagni / White Road Investments
Phil Graves / Patagonia
Kate Danaher / RSF Social Finance

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 Arts
Judilee Reed / Surdna Foundation
Jamie Bennett / ArtPlace
Moy Eng / Community Arts Stabilization Trust
(CAST)
Ian Galloway / San Francisco Federal Reserve
Angie Kim / Center for Cultural Innovation

MOBILE MONEY LANDSCAPE: EVOLVING


TRENDS FACILITATING MOBILE MONEY
SUCCESS
60 minute session / Festival Meeting Room 1
Mobile connections exceed the
worlds 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.
Were 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 Investments
Robert Terenzi / Vega Coffee
Bruce Campbell / Blue Dot Law

INNOVATIONS IN FINANCE: MARKET-BASED


METHODS TO COMBAT DROUGHT AND
FOREST FIRE
60 minute session / Festival Meeting Room 4
California forests overgrown and
underfunded are both a cause and
a potential solution to the Golden
States 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 Conservation
Ricardo Bayon / Encourage Capital
Eric Hallstein / The Nature Conservancy
Louise Bedsworth / Governors Office of
Planning and Research

SESSIONS 65

THURSDAY OCT. 8

WHERE CAPITAL MEETS CULTURE


60 minute session / Cowell Theater

THURSDAY OCT. 8

INVESTING IN WORKER OWNERSHIP


60 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 Finance
Elizabeth Bauer / Gilded Rogue
Camille Kerr / The Democracy at Work Institute
Brendan Martin / The Working World

BUILDING FINANCIAL CAPABILITY


60 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. Lets explore consumer
financial capability models that work!
Timothy Flacke / D2D Fund
Daniel Rogers / Moneythink
Ben Mangan / Center for Social Sector Leadership
Shalu Umpathy / IDEO.org

A GAME FOR THE WEALTHY: BREAKING DOWN


BARRIERS TO ENTRY WITH P2P
60 minute session / C205
PayPals 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-topeer 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 / PayPal


Jonny Price / Kiva.org
Tracy Dennis / GOODcorps

IMPACT INVESTING FOR YOUR


NEIGHBORHOOD
60 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? Lets
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 FLOW
60 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
$

66 SOCAP15 / CONFERENCE GUIDE

5:00 break

Marian Moore / Play BIG


Don Shaffer / RSF Social Finance
Dana Pancrazi / Heron Foundation
Esther Park / Commons Stock

plenary session

HOW TO CREATE A PHENOMENAL GIVING


EXPERIENCE
60 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 Giving
Jackie Rotman / Spark
Angela Campbell / Agora Fund
Scott Rehmus / One Pull Solutions

SOCAPTV: FUNDING
60 minute session / BATS Theater
More than Motorcycles: Small Asset Ownership
and a Bottom Up Economic Revolution
Michael Wilkerson / Tugende
Raising Impact Capital from Investors and
Foundations
Tasha Seitz / Impact Engine, Brian Hill / Jail
Education Solutions
Getting **it Done: the Four-Hour Due
Diligence
Andy Lower / ADAP Capital LLC
Can Impact Investing Learn from Online
Dating?
Philip Berber / Enable Impact

5:30 pm
Festival Main Stage
How 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, Canada
Katie Fitzgerald / CircleUp
Jayson Yuan / CircleUp Growth Capital Fund
Michael Grossman / New Island Capital
Nick Flores / The CAPROCK Group
John Streur / Calvert Investments
Christie George / New Media Ventures
Taren Stinebrickner / Sum Of Us
Becca Stevens / Thistle Farms & Magdalene

6:30 pm - 8:00 pm
PARTY
Impact Hub @ SOCAP
Join us for the last official SOCAP after-party
of the year. Were 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!

SESSIONS 67

THURSDAY OCT. 8

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.

FRIDAY OCT. 9

7:30 am

REDEFINING SCALE: DEPTH VS. BREADTH


60 minute session / Festival Meeting Room 1

breakfast

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 highperforming social change efforts, and a
national organization that focuses on
strengthening local businesses. These stories
challenge assumptions about scale and
reframe sustainable impact.

Impact Hub @ SOCAP

8:30 am
parallel sessions
BRINGING HUMAN-CENTERED AGILE PROCESS
TO GOVERNMENT
60 minute session / Festival Mainstage
What happens when you combine
the leading technology, usercentered 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 worlds 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 / Exygy
Stephanie Rivera / 18F
NEIGHBORHOOD ECONOMICS:
#DETROITRISING
60 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 Philanthropy
Justin Edwards / Social Progress Imperative
Harvey Hollins / State of Michigan
Devita Davison / Detroit Food Lab
Charles Cross / University of Detroit Mercy

68 SOCAP15 / CONFERENCE GUIDE

Alison Lingane / Project Equity


Fagan Harris / Baltimore Corps
Olis Simmons / Youth UpRising
Leslie Lindo / BALLE

WHAT WORTH IS WEALTH: LEAVING A LEGACY


60 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 multidimensional (financial, social, and
environmental) wealth.
$

Abigail Noble / The ImPact


Sam Bonsey / The ImPact
Danny Almagor / Small Giants
Liesel 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

Ryan Zoradi / Unitus Impact


Sara Johnson / Mulago Foundation
Masha Lisak / Omidyar Network
Geoff 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. Lets 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 Big
Joel Solomon / Renewal Funds

INNOVATIVE STUDENT FINANCE: FOR THE


DEVELOPED AND DEVELOPING WORLD
60 minute session / Southside Theater
Demand for university and
vocational training has increased
sharply across the globe over the
last decade but public universities cant 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.

Carlos Furlan / Ideal Invest


Juan Guerra / StudentFunder

USING CATALYTIC GRANTS TO SPUR


INNOVATION IN HEALTHCARE
60 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 Foundation
Sara Kay / Atlantic Philanthropies
IMPACT INVESTING IN CONFLICT REGIONS
60 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 USA


Mike Bowles / Aga Khan Foundation
Audrey Selian / Artha Initiative
James Schwemlein / Office of the Special
Representative for Afghanistan and Pakistan,
US Dept. of State

Mary Abdo / Parthenon

SESSIONS 69

FRIDAY OCT. 9

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 longterm planning and viable career paths.

FRIDAY OCT. 9

THE INTENTIONALLY DESIGNED ENDOWMENT


60 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: BUILDING
60 minute session / BATS Theater
Can Algorithms Save the World?
Paul Duan / Bayes Impact
Sustainable Recovery in a Post-Earthquake Nepal
Jane Mosbacher Morris / TO THE MARKET
Insights of Innovation
Cleveland Justis / UC Davis Institute for
Innovation and Entrepreneurship
The Rebel Leaders Guide to the Economy
Victor Hwang / Liquidity Corporation

9:45 am
parallel sessions
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
$

70 SOCAP15 / CONFERENCE GUIDE

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 Finance
Maya Chorengel / Elevar Equity
Vikas Raj / Accion Venture Lab
Abhilash 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 Solutions
Pia Infante / The Whitman Institute
Shannon Farley / Fast Forward
Laura 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 / RSA
Peter Barnes / Working Assets
Roy Bahat / Bloomberg Beta
Andy Stern / (formerly) SEIU
Natalie Foster / Institute for the Future

How might we use the power of


design to tackle sustainability
challenges? In todays
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 / OpenIDEO
Scott Shigeoka / OpenIDEO

CASE STUDIES OF CREATIVE ECOSYSTEMS


60 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 Arts
Neil Hrushowy / San Francisco Planning
Department
Gulgun Kayim / City of Minneapolis
Jennifer Pahlka / Code For America

A SPECTRUM OF INVESTMENTS IN
EDUCATION
60 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 Capital
Shauntel Poulson / Reach Capital
BIGGER ISNT ALWAYS BETTER: ACCELERATING
MICROBUSINESSES IN LOCAL ECONOMIES
60 minute session / Southside Theater
Poor communities have 27% fewer
microbusinesses than their higherincome counterparts. Bridging this
microbusiness gap requires a commitment to
delivering knowledge, networks, and start-up
capital to the most promising microentrepreneurs. 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 @ Goizueta
James Johnson-Piett / Urbane Development
Esther Fraser / Rising Tide Capital
Rowan Richards / Good City Chicago
Grace Fricks / Access to Capital for
Entrepreneurs (ACE)
BUILD IT AND THEY WILL FUND IT
60 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,

SESSIONS 71

FRIDAY OCT. 9

WANTED: CREATIVE CLIMATE INNOVATORS


60 minute session / Festival Meeting Room 2

FRIDAY OCT. 9

and an opportunity to design and iterate on


an innovative model of your choice.

Robert Foster / Independent Impact Investing


and Economic Development Executive

Audrey Vaughn / Deloitte


Isabelle Brantley / Deloitte
John Cassidy / Deloitte
Betty Feng / Deloitte

SCALING THROUGH REPLICATION


60 minute session / C230

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. Well discuss
lessons learned and dispense hard-won
advice on dos and donts for best success.
Our panel will invite the audience to share
stories and ask questions.
$

Cheryl Contee / Attentively


Markos Moulitsas / Daily Kos
Colin Mutchler / Louder
Ayesha Wagle / Komaza
Morgan Simon / Pi Investments
CONSERVATION ENTERPRISE: ADDRESSING
BIODIVERSITY LOSS AT THE SOURCE
60 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 Society
Jacqueline Westley / Calvert Foundation
Mike Korchinsky / Wildlife Works
Ricardo Bayon / Encourage Capital
Matthew Humke / Solimar International
72 SOCAP15 / CONFERENCE GUIDE

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 Capital
Dan Berelowitz / ICSF
Jayson Morris / Peery Foundation
Jesse Grainger / Agora Partnerships
Greg Coussa / ICSF

SOCAPTV: COLLABORATING
60 minute session / BATS Theater
A Coalition for Sustainable Food Systems
Lara Dickinson / OSC2, Jeanne Cloutier /
Alter Eco Foods
Open-Source Innovation for Global Change
Emanuele Musa / BABELE
Activating New Stakeholders for Local Impact
Rachel Reilly Carroll / Enterprise Community
Partners, Gretchen Greiner-Lott / Washington
Regional Association of Grantmakers
A Partnership to Combat Housing Blight
Joshua Genser / Consultant

11:00 am
parallel sessions
WORLD WIDE WEB OF IMPACT: BRINGING
INTERNET TO EVERYONE
60 minute session / Festival Mainstage
Mobile technology has dramatically
changed the landscape for impact.
Considering how many life-

Laura Quintana / Cisco Systems


Vaughn Hester / Internet.org
Matt Dalio / Endless
Fred Matiangi / Ministry of Information,
Communication and Technology (Kenya)

SCALING INCLUSION: EXPLORING


SOPHISTICATED BUSINESS ACCELERATION
METHODS
60 minute session / Cowell Theater
You are a financial inclusion
entrepreneur on a mission. Youve
got it all. Customer segment check.
Technology check. Your team is great and
youve 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 / CFSI


Kevin Barenblat / Fast Forward
Kathleen Utecht / Core Innovation Capital
Doug Galen / RippleWorks
Xavier 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 investors values, which often originate
from a cosmology or faith perspective.
Julie Hammerman / JLens Investor Network
Beth Collins / Catholic Relief Services
Kavi Chawla / Bton Global

BEYOND RISK MITIGATION: CREATING IMPACT


FOR SMALL-SCALE SUPPLIERS
60 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 Capital
Kohl Gill / LaborVoices
Emma Goodman / Solidaridad

HACKING SOCIAL CHANGE


60 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 / SOCAP
Astrid Scholz / Sphaera
Nancy Kete / The Rockefeller Foundation
Michael MacHarg / Mercy Corps

SESSIONS 73

FRIDAY OCT. 9

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.

FRIDAY OCT. 9

URBAN ENTREPRENEURSHIP: SUPPORTING


SOLUTIONS FOR CITIES
60 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 / Tumml
Eileen Neely / Living Cities
Jay Nath / City and County of San Francisco
Gary Hattem / Deutsche Bank

OVERSEAS INVESTMENTS IN LAND AND


AGRICULTURE: LOCAL RESILIENCY INSTEAD
OF LAND-GRABBING
60 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 CHINA
60 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,

74 SOCAP15 / CONFERENCE GUIDE

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.st
Alan Wang / Be Better Organization
Crystal Ding / LGT Venture Philanthropy
Scot Frank / One Earth Designs
Heather Grady / Rockefeller Philanthropy
Advisors

THE SOIL WILL SAVE US: CARBON


SEQUESTRATION AND BUILDING A SOIL FUND
60 minute session / C210
Transportation fuels arent 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 / OSC2
John Roulac / Nutiva
Bill Reed / Estancia Grass Fed Beef
Esther Park / Commons Stock
Rebecca Burgess / Fibershed

SOCAPTV: VALUING
60 minute session / BATS Theater
Artisan Enterprise: the New Startup Economy
Peggy Clark / The Aspen Institute
Using Behavioral Economics for Good
Dan Ariely / Duke University
Cleantech Needs You: Impact Investors in the
Eco Revolution
Dawn Lippert / Energy Excelerator
Equity in the Impact Space
Melonie Tharpe / Center for Civic Innovation

FRIDAY OCT. 9

12:30 pm
closing plenary

Festival Main Stage


As we close out a full three days of sharing
and discussion, well 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 Awards
Bill Strathmann / Network for Good
Nikki Silvestri / Silvestri Strategies
Ed Dugger III / Reinventure Capital
Kesha Cash / Impact America
Ben Jealous / Kapor Capital
Decker Ngongang / Frontline Solutions
Penelope Douglas / Mission Hub LLC
Kevin Jones / SOCAP

SESSIONS 75

PARTNERS

PARTNERING TO
MOVE THE WORLD
Each year, its 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
weve 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

INNOVATION
PARTNERS

AGORA

PARTNERSHIPS
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.

JAMIE MCGONNIGAL
Director of Business
Development
blackrock.com
BlackRock is a leader in investment management, risk
management, and advisory services for institutional and
retail clients worldwide. At June 30, 2015, BlackRocks
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.

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UBI GLOBAL
csr.cisco.com & ubi-global.com/social
Cisco invests in scalable and self-sustaining programs
that use technology to meet some of societys biggest
challenges. We deploy our expertise, technology,
partnerships, and financial resources to help build
thriving, prosperous communities that improve
peoples 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 worlds
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 its 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
Herons 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.

PARTNERS 79

jbmediagroupllc.com
cleancookstoves.org/market-development
The Global Alliance for Clean Cookstoves is a publicprivate 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 Alliances
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.

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
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

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kountable is a revolutionary, globally scalable, sectoragnostic 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. kountables 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.

scu.edu/millercenter

ontario.ca/economy

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 GSBIs
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.

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. Ontarios 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. Ontarios strategic partnerships raise the profile
of our provinces social entrepreneurs and build the
impact investing ecosystem.

rockefellerfoundation.org

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.

For more than 100 years, The Rockefeller Foundations


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.

PARTNERS 81

PITCH PARTNERS

tsffoundation.org

accessventures.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 Foundations 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.

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.

vodafone-us.com
Vodafone Americas Foundation is part of Vodafones
global network of 26 foundations worldwide. Mobile
for Good is a universal theme throughout Vodafones
foundations. We support organizations that utilize
technology to improve peoples 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 technologys sake, we invest
in the power of technology to create lasting social
change.

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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 worlds
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.

candafoundation.org
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. Berkeleys 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.

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

Calvert.com
Calvert Investments is the global leader in Responsible
Investing. Our mission is to deliver superior longterm 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, Calverts 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.

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-tomoderate-income individuals have access to quality
health care and education, healthy foods, affordable
housing, and the ability to age with dignity. A nonprofit 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.

PARTNERS 83

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 worlds 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.

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. Its also proven to
be wise and prudent investing with consistent financial
returns and a 99% repayment record.

deloitte.com/us/socialimpactconsulting
To address the worlds greatest societal challenges,
Deloitte Consultings 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.

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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.

rsfsocialfinance.org
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. Prudentials
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, Prudentials iconic
Rock symbol has stood for strength, stability, expertise,
and innovation for more than a century.

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 communitybased 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 likeminded 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.

PARTNERS 85

lemelson.org
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 Utahs
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.

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 WrightViolich responding to the need for institutionalquality consulting services in impact investing,
including strategic advice, market research, product
development, capacity building, performance
evaluation, and change management.

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!

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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 societys toughest problems. Tides focuses on
equality and human rights; sustainable environment;
healthy individuals and communities; and quality
education. Tides services include charitable giving and

grant-making (through donor-advised funds and other


charitable vehicles), fiscal sponsorship of missionaligned social ventures, and collaborative workspaces
in San Francisco and New York City.

usaid.gov/GlobalDevLab
The US Global Development Lab (The Lab) builds
on USAIDs 50 years of experience by applying
science, technology, innovation, and partnerships to
accelerate impact in response to global development
challenges. The Labs 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.

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
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).

Calvert Foundation offers investments in a portfolio


of more than 100 non-profits and social enterprises
worldwide through its Community Investment Note.
Since 1995, weve 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 Foundations
20-year track record of solid portfolio and repayment
performance. Investments start at just $20.

PARTNERS 87

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. Encludes 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. Encludes 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. Encludes 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 well create
a customized, fully diversified portfolio. Well manage it,
freeing you up to do the things you love. Weve unlocked
access to top institutional managers such as Dimensional

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(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? Weve 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/mba
Lokey 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 Masters 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.

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.

presidio.edu
Nestled in the shadow of the Golden Gate Bridge,
Presidio Graduate School draws our inspiration from
San Franciscos 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.

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
firms comprehensive back office services, including
accounting, human resources, technology, and
consulting, its deep bench of expertise and clientcentric, customized approach helps each client meet
its potential and ensures each clients success is
sustained and maintained.

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. Well start by getting to know you. You
do the talking, well 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,

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.

PARTNERS 89

business driven philanthropy

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. Its 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 marketbased 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.

90 SOCAP15 / CONFERENCE GUIDE

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

NETWORK PARTNERS MEDIA 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

PARTNERS 91

TEAM

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, weve 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:

ROSA LEE HARDEN


Co-Founder & Executive Producer
Rosa 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.

KEVIN JONES
Co-Founder & Convener
Kevin 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 hes been in,
and thats 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 Programming
Lindsay 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.

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JAMIE MCGONNIGAL
Director of Business Development
Jamie is proud to join SOCAP and
MissionHUB following four years
as Community Director at the New
Organizing Institute and Director
of RootsCamp, the nations 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 Pokmon, Yu-Gi-Oh! and several other animated
features. He lives in DC with his husband, Sean, and
dog, Eli.

DIANA CONNOLLY
Production Manager
Diana 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.

JUSTIN BELLEME
Marketing Manager
Justin 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 Associate
Amanda 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. Amandas
background is in non-profit arts management and
education.

FABIENNE BLANC
Registrar
Fabienne 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.
A special thanks to those whove 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.

EVENT STAFF
MIA LAUTER
Volunteer Manager
Mia 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 Coordinator
Sarah 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 Coordinator
Nicolette 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, veterans 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

TEAM 95

SOCAP Technical Director


Casey 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 Editor
BJs 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 Consultant
Designer, 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. Hes
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 Coordinator
Cassie has a love for creating
structures and systems and is gifted
in seeing the big picture along with
the small details. She is a heartcentered 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.

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CONTENT STAFF
TIM SOERENS
Curator, Neighborhood
Economics and Meaning
Tim is an award-winning author,
speaker, and social entrepreneur.
He co-founded Neighborhood
Economics a new venture with SOCAP
convener Kevin Jones thats 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 Meaning
Kate 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 Inclusion
Rebecca 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.

ALEX KOPELYAN

PHILIP GASKIN

SOCAP Open Coordinator


Alex is joining the SOCAP team for
2015 as a theme coordinator for
the SOCAP Open Panels. Hes 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.

COO, Mission Hub LLC


Phils 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 companys high-profile
entertainment unit, which secured multi-million
dollar contracts with the industrys 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 Bookers victory
in the New Jersey special election directing statewide
voter turnout strategies.

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 LLC
As 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.

MARISSA FEINBERG
PR & Brand Director,
Mission Hub LLC
Marissa 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 nonprofit boards and acts in independent film.

TEAM 97

TIM NICHOLS
Managing Director,
Impact Hub San Francisco
Tim 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 DC
Beth 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 Philadelphia
Dominique 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 Mayors Office of
Leadership Investment for the City of Philadelphia,
for the School District of Philadelphia as the Facilities

98 SOCAP15 / CONFERENCE GUIDE

Contract Manager, and as the Director of Strategy,


Talent, and Operations for Teach For America Miami
Dade. Dominique received her Bachelors 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 Mayors Food Policy Advisory Council in
Philadelphia.

SAM UTNE
Managing Director,
Impact Hub New York City
Sam came to Impact Hub NYC
through his passion for helping
people thrive doing what they love.
Hes 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 Berkeley
Michael 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.

MISSIONHUB
BOARD OF
DIRECTORS

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.

ERYC BRANHAM

TIMOTHY FREUNDLICH

Board of Directors, Mission Hub LLC


CEO, Mission Hub LLC
See Erycs bio above.

Chairman, Board of Directors,


Mission Hub LLC
President, ImpactAssets
and Good Capital
Tim 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.

DEBORAH CULLINAN
Board of Directors, Mission Hub LLC
CEO, Yerba Buena Center for the Arts
Deborah Cullinan is the Chief
Executive Officer of San Franciscos
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.

ROSA LEE HARDEN


Board of Directors, Mission Hub LLC
Executive Producer, SOCAP
See Rosa Lees bio above.

PENELOPE DOUGLAS
Board of Directors and
Senior Advisor, Mission Hub LLC
Penelope 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

TEAM 99

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.org
SOCAP15 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 countrys largest
urban national park. Last year the Herbst Building
reopened with an impressive solar array that adds
to Fort Masons already huge commitment to the
environment.

100 SOCAP15 / CONFERENCE GUIDE

ASHBURY IMAGES & NEW DOOR VENTURES


ashburyimages.org & newdoor.org
Again 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.com
Acre 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. Acres menus are consistently diverse, balanced,
and exceed USDA guidelines for nutrition.
U.S. PURE WATER
uspurewater.com
The drinking water provided for SOCAP comes from
U.S. Pure Water Corporation. The full spectrum water
treatment service and sales companys 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.html
SOCAP and SFCC couldnt 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.

TRANSPARENCY