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6789
2015
SOCAP15 CAMPUS
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10
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29
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#SOCENT Central
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Expo
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Market
7
Meeting Area
(BLUE)
30
20
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18
Expo
Innovation Showcase
Expo
Coffee/Drinks
3
2
1
Restrooms
REGISTRATION
WELCOME
CONNECTIONS
14
ENTREPRENEURS
20
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.
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.
KEVIN JONES
Convener
ROSA LEE HARDEN
Producer
WELCOME
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
MissionHUB Supports
World-Changing Ventures
n/
ns
Our Mission
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
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
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
VOLUNTEERS
CONNECTIONS 15
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
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.
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
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
SOCAP15
THEMES
$
Impact
Investing
PRESENTED BY:
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:
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
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
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
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
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
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
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
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
Building Culture to
Drive Mission
Beyond Awareness:
Maximizing Media
& Storytelling to
Drive Social Action
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
$
Upgrading Your
Due Diligence with
a Gender Lens
Vodafone Americas
Mobile Fast Pitch
The Community
Quarterback
#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
Local Investing is
Impact Investing:
the New 10x on
Your Money
Climate Ventures
2.0
Launching the
Next Generation
of Innovators
from University
Settings
Tomorrows
Impact Investors
SOCAPTV:
Measuring
SOCAPTV:
Overcoming
Lawyering for
Impact
Investing in
Conservation, Pt.
1: Market Growth
& Stakeholders
Does
Shareholder
Engagement
Have an Impact?
$
Why Place
Matters
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
SOCAPTV:
Discovering
SESSIONS 33
$
Meaning
Impact
Investing
Divest/Invest
Neighborhood
Economics
Financial
Inclusion
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
1:30
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
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
Regenerative
Business
Models: Lessons
from the Front
Lines
Investing in
Storytelling to
Drive Social
Impact
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
Mapping the
Entrepreneur
Ecosystem
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
Wharton Insights
on Impact
Investing
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
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
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
Case Studies of
Creative
Ecosystems
A Spectrum of
Investments in
Education
Scaling Inclusion:
Exploring
Sophisticated
Business
Acceleration
Methods
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
$
Impact Investing in
Conflict Regions
The Intentionally
Designed
Endowment
SOCAPTV:
Building
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
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.
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
8:30 am
plenary session
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
SESSIONS 39
WEDNESDAY OCT. 7
7:30 am
WEDNESDAY OCT. 7
SESSIONS 41
WEDNESDAY OCT. 7
WEDNESDAY OCT. 7
12:00 pm
parallel sessions
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
SESSIONS 43
WEDNESDAY OCT. 7
WEDNESDAY OCT. 7
1:15 pm
parallel sessions
SESSIONS 45
WEDNESDAY OCT. 7
WEDNESDAY OCT. 7
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?
SESSIONS 47
WEDNESDAY OCT. 7
WEDNESDAY OCT. 7
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
SESSIONS 49
WEDNESDAY OCT. 7
WEDNESDAY OCT. 7
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
SESSIONS 51
WEDNESDAY OCT. 7
WEDNESDAY OCT. 7
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
6:00pm - 7:00pm
WineDown
SESSIONS 53
WEDNESDAY OCT. 7
THURSDAY OCT. 8
7:30 am
breakfast
8:30 am
plenary session
11:00 am
parallel sessions
AT THE TIPPING POINT: RISKS AND
OPPORTUNITIES OF IMPACT GOING
MAINSTREAM
60 minute session / Festival Mainstage
$
SESSIONS 55
THURSDAY OCT. 8
THURSDAY OCT. 8
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
$
SESSIONS 57
THURSDAY OCT. 8
THURSDAY OCT. 8
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.
$
SESSIONS 59
THURSDAY OCT. 8
THURSDAY OCT. 8
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
THURSDAY OCT. 8
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.
RETHINKING REMITTANCES
60 minute session / C260
$
SESSIONS 63
THURSDAY OCT. 8
THURSDAY OCT. 8
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
SESSIONS 65
THURSDAY OCT. 8
THURSDAY OCT. 8
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
$
5:00 break
plenary session
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
FRIDAY OCT. 9
7:30 am
breakfast
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
SESSIONS 69
FRIDAY OCT. 9
FRIDAY OCT. 9
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
$
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
$
SESSIONS 71
FRIDAY OCT. 9
FRIDAY OCT. 9
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-
SESSIONS 73
FRIDAY OCT. 9
FRIDAY OCT. 9
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
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.
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.
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
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
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.
PARTNERS 81
PITCH PARTNERS
tsffoundation.org
accessventures.org
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.
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.
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.
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.
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
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The Social Investment Business (SIB) is a pioneering
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PARTNERS 85
lemelson.org
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The mission and purposes of the James Lee Sorenson
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Created through a $13 million gift from James Lee
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David Eccles School of Business seeks to provide
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Tideline is a consulting firm that provides tailored
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Tides is a foundation and non-profit partner committed
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usaid.gov/GlobalDevLab
The US Global Development Lab (The Lab) builds
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PARTNERS 87
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Enclude is a specialist advisory firm dedicated
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mills.edu/mba
Lokey Graduate School of Business and Public Policy at
Mills College educates ethical and socially responsible
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Perrett Laver is a leading global executive search firm
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presidio.edu
Nestled in the shadow of the Golden Gate Bridge,
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Founded in 1984, Raffa is an accounting, consulting,
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Imagine the power of 180,000 people with a common
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sriwealthmanagement.com
Since 1983, we have offered comprehensive investment
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PARTNERS 89
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REDF creates jobs and employment opportunities for
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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
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Spark Ventures invests financial and human capital to
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IN-KIND PARTNERS
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:
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.
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
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.
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
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
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
ERYC BRANHAM
TIMOTHY FREUNDLICH
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.
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.
TRANSPARENCY