18

SOCAP18 CAMPUS
Indigenous @ SOCAP

FIREHOUSE

FESTIVAL PAVILION BEER E

GARDEN

N S
MAIN STAGE
Africa @ SOCAP W
Festival BIG
Mezzanine
TOP

BUILDING E

Cowell Lobby BUILDING D

Entry to
Cowell Theater

Southside
Theater
COWELL San Francisco Art Institute (SFAI) (3rd Floor)
Atrium
THEATER

Seminar 2 Gray Box

BUILDING C
See below for details
San Francisco Bay

Sartle Library BATS Theater

(3rd Floor) BUILDING B
(3rd Floor)
Gallery
Gallery 308 Tent

WEST PIER GATEHOUSE

BUILDING A

ENTRANCE

BUILDING C / 2ND FLOOR

B C
Elev.
Stairway
Entrance

A D
Lav. Stairs
 Green Room
Access to Main Stage

Lounge

Climate Ribbon Indigenous

@ SOCAP

Meeting Room #6
WELCOME 8

EXPERIENCE 18

ENTREPRENEURS 24

CONTENT 30

SCHEDULE 36

PARTNERS 76

TEAM 88

IMPACT 94
WELCOME
 Welcome
This year marks the beginning of a new decade for SOCAP,
having celebrated our ten-year anniversary at SOCAP17. What
have we learned from our first ten years, as an event and as a
field? And what will we anchor in and aspire to as we launch
into this next decade? These questions have been on my mind
since we all convened last year, and they have gained new
weight as I was promoted from Curator and Producer to CEO
of SOCAP this Spring.

In 2017, I was a new mom of twin baby girls, and SOCAP

was under new ownership, transitioning from our visionary
founders to new investors who were excited to support the
growth potential of this powerful brand and community. It
was a heads-down sprint to make the anniversary conference
a success after I returned from maternity leave, so it wasn’t
until after SOCAP17 that I was able to think deeply about the
potential that those investors saw in us and the possibilities
that felt right for our growth.

I have always been amazed and grateful for the generosity

and enthusiasm of this community in lending their time,
expertise, and networks to make SOCAP a success—we truly
could not produce this event top-down, and every year it is
a collective lift by every one of you that makes this thing fly.
Whatever comes next for us has to be built, as the conference
originally was, in service to this growing marketplace and
with a deep commitment to partnership and inclusion.

We have anchored in our beliefs: that a big tent accelerates

the market faster than a velvet rope, that convening valuable
strangers creates unlikely allies, that there is as much
wisdom in the crowd as there is on stage. And SOCAP must
continue our role in preserving the integrity of impact while
broadening the field through a dedication to core principles:
to elevating the “why” of impact alongside a discussion of
“how,” to celebrating and supporting entrepreneurs when so
much power sits with investors, and to prioritizing discussion
and differing viewpoints over definitions and authority.

And with that firm footing, we have great aspirations. SOCAP

has already begun the process of expanding from our flagship
annual conference to create year-round events and a media
platform, and we have set our sights on building the largest
audience in the impact ecosystem—taking the strengths of
the big tent approach to an even larger scale, in service to all
of you.

In 2015, we launched SOCAP 365 to continue these

conversations throughout the year in various cities and to
invite new people into the community. This year we launched
our podcast, Money + Meaning, to reach even more people
with live recordings of SOCAP 365 events and interviews with
unlikely allies building new markets for impact. We continue
to build on both of these efforts and strengthen other
outreach channels to convene across sectors and spark the
fire for new audiences that are seeking to join the market at
the intersection of money and meaning.

8 SOCAP18 OCT. 23-26, 2018

This platform is designed to amplify your stories, research,
challenges and insights—as the SOCAP conference has done
for a decade—and it is active year round. Please use it! We
get hundreds of amazing content ideas each year through
SOCAP Open, our public session submission platform; in fact,
we get far more than we can produce at this conference.
And we know that so many launches and announcements
don’t line up with our fall conference, but this new decade
for SOCAP is full of opportunity to amplify and connect
continuously. By bringing SOCAP 365 to your city, writing a
guest blog post, or joining our podcast, you can engage the
SOCAP platform as a partner in whatever you are building.
While the SOCAP tent is pretty big, it isn’t for everyone.
Over the last year, our new parent company launched as
Intentional Media, a family of media and event brands
all working to catalyze our transition to an economy that
ensures our social, environmental, and economic systems
thrive together. Good Capital Project, Conscious Company
Media, and What Will It Take each connect with a different
audience finding their way into a more just and sustainable
future. And, to my absolute delight, they are all being built
by incredible female leaders who have a deep connection
and passion for the unique audiences they are serving. Learn
more about this exciting collaboration of brands in the
next few pages, and meet all of our extended team in the
Intentional Lounge at SOCAP18—we’re all here!
This year has been one of tremendous growth for me—as
a parent, partner, leader, and colleague—which has been
challenging at many points along the way. As I have observed
so many other merging, launching, dissolving announcements
in this field this year, I imagine that many of you have also
felt that we are in a period of transition as a field—with all
of the hope and frustration that comes with change. But the
trends seem to be pointing in the right direction, and the
next decade holds even more potential than the first for
positive impact. I am inspired by the brilliance, integrity,
and determination of all of you to build an equitable and
sustainable future, and I am determined to build this platform
to take our collective work to the next level. Thank you for
joining us at SOCAP18!
Lindsay Smalling
CEO, SOCAP
Welcome SOCAPers!
For the past eleven years, Kevin (Jones) and I have
written the introduction to this book, giving you a heads
up for what you might find inside these pages and on the
various stages of this great gathering. This year, I am so
happy to have moved to a supporting role – as Lindsay
Smalling has fully stepped into the role of CEO – which
leaves Kevin and me happily coaching (mostly) from the
sidelines.
Those of you who’ve been coming to SOCAP since 2008,
our first year, may remember that our daughter and
second grandson (then infant Asher Jones Maret with his
mom B.J.) joined Kevin on the stage. Kevin recognized
her influence in his life, for nudging him toward doing
something that would matter for the world that our
grandkids will inherit. And last year, that same grandson
(who’d just turned 10 years old himself) helped us blow
out the candles on our ten-year anniversary cake.
During those ten years, SOCAP has grown from a
conference that thought it might just be an investing
event for a particular moment in time, to a global
movement of people for whom this event is an energizer
and a touchstone to keep working on the intractable
problems of the world.
Grandparents get to take a step back and watch the
next generation grow into their own; it’s not as much
responsibility as parenting, and can generate a great
deal of hopefulness and energy about what the future is
going to bring. For two grandparents who helped start
this conference to better ensure a healthy world for our
grandsons to steward and be sustained by, this SOCAP
community – under Lindsay’s guidance – is very energizing,
indeed. We thank you all for the part you play.
Rosa Lee Harden
Co-Founder, SOCAP
WELCOME 9
 Intentional Media is a family of media and event brands charged
with catalyzing our transition to an economy that ensures our social,
environmental and economic systems thrive together.

Through the power of story-telling and networks, we connect,

educate, and inspire people to intentionally consume,
invest and run their business for good.

Transforming moments to movements and thoughts to action –

Intentional Media

www.intentional.co // hello@intentional.co

WHAT WILL
IT TAKE
MOVEMENTS
 ROBERT J. CARUSO

CHAIRMAN + MANAGING PARTNER

It is time for bold, collective, and transformative action to usher in a new economy in which
capital and business align to address the most critical issues of our time. With this in mind, we
are excited to announce the launch of Intentional Media—a family of brands working at the
intersection of money, business, and meaning to accelerate the transition to an economy that
ensures our social, environmental and economic systems thrive together.
Ten years ago when Social Capital Markets hosted their first flagship conference, impact
investing was just emerging. Today, forecasters predict that capital in the space will grow from
$60 billion in 2013 to over $1 trillion by 2020.
Over the coming decades, millennials will inherit trillions of dollars in assets from the baby
boomer generation. Today, women control 75% of disposable income. We know that these
two demographics invest and consume differently—76% of women say they want to invest
in organizations that promote social well-being, while 93% of millennials believe that a
company’s social and environmental impact is key to their investing decisions.
Simultaneously, while the capital markets are experiencing a significant shift toward impact,
so is business. Approximately 80% of global consumers now say that business must play a
role in societal issues, and nearly 70% of businesses worldwide are working to incorporate
sustainability into their overall mission and values.
Our family of brands including SOCAP, Conscious Company Media, Good Capital Project, and
What Will It Take Movements use the power of storytelling and networks to connect, educate,
and inspire people to intentionally consume, invest, and run their businesses for good.

Meet all of our brands in the Intentional Lounge and engage with
our leadership to explore opportunities to partner across our events
and media channels.

+ Learn more about Intentional Media from the mainstage on

Wednesday morning
 YEAR-ROUND SOCAP
LEADING CONVERSATIONS, VALUABLE
NETWORKS, SUSTAINED CONNECTIONS

SOCAP 365 is a multi-site event series that convenes the impact

community year-round. Since launching at SOCAP15, the SOCAP
365 event series has hosted 40+ events across the country in
Austin, Boston, Boulder, Detroit, New York City, Philadelphia, San
Francisco, Seattle, Washington D.C. Featuring diverse panels of
local leaders, SOCAP 365 provides a regional access point to a
global conversation.
With the help of place-based partners, fellow ecosystem
builders, and aligned networks across the U.S., we are committed
to accelerating the market growth at the intersection of money
and meaning.

MONEY + MEANING
Unlikely Allies Building New Markets for Impact is a new podcast that seeks to expand the conversation around
important topics including the following: impact investing, strategies to finance & support social change, unlikely
partnerships across sectors, and how to utilize the tools of the capital markets for a greater good.

ONGOING EPISODES:
»» EP1: Welcome to the Impact Marketplace
»» EP2: Bring a Friend, Add a Zero — LIVE at SOCAP 365 in Philadelphia
»» EP3: Capital, Culture, and Artist Entrepreneurs
»» EP4: Unusual Investments — LIVE at SOCAP 365 in San Francisco
»» EP5: Investing for Racial Equity — LIVE at SOCAP 365 in New York City
»» EP6: Financial Activists and 21st Century Leadership
»» EP7: Financing Climate Action — LIVE at SOCAP 365 in Boulder, CO
»» EP8: Tech + Government for an Inclusive Economy
»» EP9: Pay for Success — LIVE at SOCAP 365 in Seattle

LIVE 365 + UNLIKELY ALLIES:

Money + Meaning Podcast is released biweekly, featuring recordings of live SOCAP 365 events across the country and interviews
with “unlikely allies” across the impact marketplace.

Listen now and SUBSCRIBE across these platforms:

Visit us at SOCAP18 in the Intentional Lounge near the front of Festival Pavilion to discuss partnership opportunities, media
projects, and how to bring SOCAP to a city near you.
 SHARADIYA DASGUPTA

MANAGING DIRECTOR, GOOD CAPITAL PROJECT

At Good Capital Project, our mission is to support and facilitate the mainstreaming
of impact investment. We believe in incremental positive change and that impact, of
varying degrees, can be achieved across asset classes. The financial system, gradually
but inevitably, is transitioning to recognize the interdependence of purpose and profit.
Good Capital Project is educating, convening, and developing key partnerships to aid this
transition.
Please get in touch with us at connect@goodcapitalproject.com to learn more about
our work and to share your partnership ideas.

Good Capital Project (GCP) is a collaboration to drive more capital towards purpose-driven investments.
Good Capital Project is growing the marketplace for sustainable investments through a number of initiatives that connect the
current and next generation of asset owners, asset managers, and financial intermediaries to impact investment opportunities
across regions, themes, and asset classes. Learn more at www.goodcapitalproject.com

TOTAL IMPACT CONFERENCE SERIES
Total Impact is a multi-city convening
series providing advisors and investors
the tools and insights to integrate
impact across asset classes. Across
cities, Total Impact will partner with
the leading local investment and
philanthropy networks to focus on place-
based investment opportunities that
are positively affecting communities,
creating livelihoods, and addressing
inequality. Join us at Total Impact
Philadelphia, Total Impact Boston, Total
Impact San Francisco and others in 2019!
Learn more at
totalimpactconference.com
TOTAL IMPACT PORTFOLIO CHALLENGE
Total Impact Portfolio Challenge is a
collaboration between Wharton Social
Impact Initiative and Good Capital
Project. Total Impact Portfolio Challenge
is designed to inspire the next generation
of at-scale capital mobilization to
address the world’s critical challenges.
The Challenge will provide aspiring
wealth managers, portfolio managers,
and investment advisors an on-ramp
into portfolio construction with an
impact lens across asset classes and
the risk-return spectrum. Learn more at
totalimpactportfoliochallenge.com
BLENDED FINANCE PROGRAM
Good Capital Project will curate and
convene thought leadership and develop
partnerships to facilitate and accelerate
the flow of private capital towards the
realization of the 2030 Global Goals.
Good Capital Project, in partnership with
the United Nations Jordan country team,
recently launched 17Jordan. 17Jordan
is a forum to coalesce and engage
domestic and international stakeholders
across public, private, and multilateral
development institutions to catalyze
the flow of sustainable blended capital
towards the realization of the SDGs in
Jordan.
 MEGHAN FRENCH DUNBAR

CO-FOUNDER + CEO, CONSCIOUS COMPANY MEDIA

Dear wonderful SOCAP community,
So many of you are here at SOCAP because you’re building incredible mission-driven
enterprises or have dreams of doing so, and you’re looking to meet like-minded peers and
business leaders who can help you on your journey. I know the feeling. I’ve been there myself.
And I know beyond a shadow of a doubt that it’s the community that I’ve built with other
mission-driven business leaders that has been one of the most helpful things I’ve done on my
journey.
It is with that inspiration that our company, Conscious Company Media, set out to make it
easier for conscious business leaders to find each other, learn from each other, share their
stories, and create a larger impact, together. Through Conscious Company Magazine, our online
editorial, video, and audio content, our events, and
our membership community, we’re bringing tools and
resources to you: business leaders who want to do
business better.
What do we mean by better? We mean giving
business leaders the tools to lead authentically,
to build positive and engaged workplace cultures,
to organize behind a mission, and so much more.
By transforming organizations, we’re transforming
communities, families, and the planet.
Want to join the movement? Engage with us
by joining our community of dedicated leaders,
learners, and conscious business pioneers today at
consciouscompanymedia.com/join.
Use offer code SOCAP_Premium* to get 1 month free
of Premium-level membership! Looking forward to
meeting you! *
offer code expires November 30

WORLD-CHANGING CONSCIOUS COMPANY THE CONSCIOUS COMPANY WORLD-CHANGING

WOMEN’S SUMMIT
Are you a world-changing
female or non-binary
professional looking to
connect with like-minded
peers who are building
extraordinary companies?
Join us January 28-30,
2019, at 1440 Multiversity
outside of Santa Cruz, CA
where hundreds of CEOs,
founders, and leaders come
together to share wisdom,
find inspiration, and connect
around best practices for
leading and thriving in the
conscious business world.
Learn more at world
changingwomenssummit.
com
MEMBERSHIP
If you’re looking to join
a community of leaders
who are doing business
better, look no further
than Conscious Company
membership. CC members get
direct access to Conscious
Company Magazine, exclusive
digital content, members-
only discounts to events
and partner products, and a
worldwide member directory
that directly connects you
with your peers. Learn more
at consciouscompanymedia.
com/join
LEADERS FORUM
The Conscious Company Leaders
Forum has become the premier
gathering for the who’s who of
CEOs, executives, and leaders
who are interested in conscious
business, where companies make
a profit and have a positive impact
on society. For three full days, a
curated group of business leaders
from some of the most impressive
brands in the space gather at a
world-class mindfulness retreat
center in the heart of the redwood
forest to have real, unfiltered
conversations about what’s really
working for conscious leaders
and businesses. Learn more at
consciouscompanyleadersforum.
com
WOMEN PODCAST
The World-changing Women
podcast shares the stories of
incredible female founders
and leaders who have built
game-changing companies
that have a positive impact
on the world. Join us every
Monday for new, inspiring
stories from your favorite
world-changing women.
Learn more at worldchanging
womenpodcast.com
 MARIANNE SCHNALL

FOUNDER + CEO, WHAT WILL IT TAKE MOVEMENTS

I am the author of “What Will It Take to Make a Woman President?” and “Women,
Leadership & Power,” a widely published journalist (for outlets including CNN, Forbes,
Huffington Post, Refinery29, among others), and founder and CEO of What Will It Take
Movements. What Will It Take Movements is a media, collaboration, learning, and social
engagement platform that inspires, connects, educates and engages women everywhere
to advance in all levels of leadership and to take action. We act as connective tissue,
bringing together champions of women’s leadership on a single platform to foster
collaboration and coordination.
I founded What Will It Take as a way to address both the challenges and
opportunities to advance women’s leadership across industries. Today, women are more
engaged and activated than ever before, and more than ever we need women’s voices and visions. Through What Will It Take
events, content, and initiatives, we hope to provide space for important dialogues, to connect women to helpful guidance,
tools and resources, and to create a supportive hub and community so that we can feel our collective power and drive
transformative change.
Please feel free to reach out to me at mschnall@whatwillittake.com — we would love to hear your ideas and find ways to
partner and collaborate!

WOMEN AND MONEY – MAKING MONEY MOVES THAT MATTER:
WHAT WILL IT TAKE? APRIL 2019, SAN FRANCISCO, CA
Women make 85% of purchasing decisions, 80% of health
care decisions and control $20 trillion of investable assets.
88% of millennials want to make investments that have
impact and 65% of high net worth women think that the
social impact of investments is important. Trillions of dollars
will be inherited by women in the next two decades yet
most women and even 46% of women of influence still have
fears of going broke. And more than 90% of women believe
they need to be involved with their financial strategies. The
gender wealth gap (assets and income) for women is real and
most intensely felt by women of color.
What will it take for all women to get in the game of
money and move their entire purse in alignment with their
values? How can we show them that this is easier than they
think? What are the tools and conversations that women
need to have to more easily activate their capital as impact
investors and social justice givers? What information do they
need to understand how critical it is for all people to invest
with a gender lens and how it best serves social change/
justice for our economic, political and financial systems?
Women and Money; Making Money Moves that Matter, will
gather a team of leaders to address these questions and
more.
This gathering (in partnership with Tuti Scott and other
industry leaders) will engage generous, humble, catalytic
leaders in the fields of strategic philanthropy, social
entrepreneurship, angel investing and impact/gender lens
investing to learn, connect and collaborate on tools and
current and potential coalitions that can amplify women’s
giving and investing. The time in person will be followed with
attendees committing to participate in peer coaching/small
cohort conversations that build out further activities and
pledges for moving money with a gender and impact lens.
Sign up to our mailing list to learn more on this upcoming
event and on other upcoming What Will It Take events
including on Women & Sports, Women & Politics, Women &
Media, Women & Wellness, Women & STEM and more.
Learn more at whatwillittake.com
EXPERIENCE
 Experience
MAXIMIZE YOUR SOCAP18 EXPERIENCE
If this is your first time attending SOCAP, it can be overwhelming. And if you’ve been many times,
we’ve got a few new features to enhance your experience. A quick review of the notes below will
help you make the most of your SOCAP experience and keep you from missing out on the variety
of activities going on throughout the week!

First, the Essentials

NURSING LOUNGE ACCESSIBILITY

Located in Building D, the dressing rooms of Southside
Theater are available for nursing parents attending
SOCAP18.
Fort Mason is a big campus and can be difficult to get
around for anyone with accessibility challenges. We seek
to be inclusive and accommodating for all attendees
needs—please inquire at the information desk for
assistance with any accessibility challenges.

ANTI-HARASSMENT POLICY

SOCAP is dedicated to providing a harassment-free
conference experience for everyone, regardless
of gender, gender identity and expression, sexual
orientation, disability, physical appearance, body size,
race, age, or religion. We do not tolerate harassment
of conference participants in any form. Conference
participants violating these rules may be sanctioned or
expelled from the conference without a refund at the
discretion of the conference organizers.
VOLUNTEERS
SOCAP18 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. Keep an eye out for the folks
wearing this year’s gray volunteer t-shirt.

18 SOCAP18 OCT. 23-26, 2018

Connecting at SOCAP

HEY – NICE PIN! ONLINE COMMUNITY

We are big fans of everyone in
the SOCAP community, and we
hope this pin will make it easier to
recognize a fellow SOCAP-er out in
the world. Add it to a bag, laptop
case, or jacket, and be delighted
when it prompts an unexpected
connection with another
changemaker who recognizes the
yellow star. If you missed yours
when you checked in, you can pick
one up at the registration desk.
Ask at Info Desk if you need support!
Accessing Pathable (our online
SOCAP networking and scheduling
platform) allows you to:
»» create a profile and meet fellow
attendees
»» view SOCAP18 sessions
»» locate the room assignments for
the sessions you want to attend
»» create your personal schedule
»» view speaker profiles
»» start and join community
discussions
»» receive real-time event updates
SOCAP18.pathable.com
Twitter: Include #SOCAP18 in
your tweets for a global
audience who is following live. And
follow us at @SOCAPmarkets.
Facebook: Like something you
see or hear at the event? Tag it
with #SOCAP18 and share it with your
friends! We’ll be sharing too. Like us
at
facebook.com/SocialCapitalMarkets.
Instagram: Once you pick the
right filter for your SOCAP pics,
tag them with #SOCAP18, and share!
Follow us at @SOCAPmarkets.

EXPERIENCE 19
 Extracurricular Activities
Climate Ribbon
theclimateribbon.org
As you enter Festival Pavilion, you are greeted by a
gorgeous installation that has traveled the world—the
Climate Ribbon. The Climate Ribbon (CR) is a global,
participatory storytelling project that helps us move from
climate grief to climate action by inviting participants
to share the beloved things they stand to lose to climate
change and to commit to protecting all that we can. “Next
year’s harvest.” “Clean air and water.” “The future of our
children’s children.” This simple, heartfelt participatory
project engages participants in thinking about what
they love in their specific town, city, or community; it’s a
collaborative act of story-sharing and commitment-making
across generations. Visit the Intentional Lounge to make
your ribbon, connect with others, and take someone’s
ribbon home. Together, our stories and commitments
weave a giant thread connecting all of us us as we work for
a healthy, sustainable planet. @climateribbon
Africa @ SOCAP
Big Top Tent Lounge
In addition to the sessions focused on Africa, we also have
a large cohort of African scholarship entrepreneurs and
other attendees joining us from Africa at SOCAP18. Visit
the lounge in the Big Top tent to meet entrepreneurs
and leaders who have traveled far to join in this global
gathering of the social capital markets.
SOCAP Bookstore
Many of our mainstage speakers have recently released
books; we have these books available for purchase at the
SOCAP bookstore. We will also have time for authors to
sign books—check out Pathable or stop by the bookstore
for a full schedule of book signings. The following is a
sampling of available books:
»» Lean Impact, Ann Mei Chang and Eric Ries
»» The Elite Charade of Changing the World, Anand
Giridharadas
»» Purpose of Capital, Jed Emerson
»» Fistful of Rice, Vikram Akula
»» The Alternative, Mauricio Miller
»» Reclaiming the American Dream, Ben Hecht
»» What Will It Take to Make a Woman President, Marianne
Schnall
Gender Lens Investing Champions
Breakfast
Wednesday and Thursday in the Big Top Tent
A highlight of SOCAP for many, the gender lens breakfast is
an invitation to start your morning with a gender lens focus
and connect with people you might not have connected
with otherwise. Grab breakfast in the front of the Big Top,
then head to the back of the tent for this conversation that
is intended to focus thinking, strategizing, and acting with a
gender lens.
Indigenous @ SOCAP
Across the globe, Indigenous people share the inherent
value system of earth stewardship. This holistic approach
of humanity working in harmony with nature is an
intrinsic component that runs through the cosmology of
the Indigenous Peoples of this planet. An Indigenous-led,
regenerative economy has never been more crucial for the
world than at this moment in human history.
Building on SOCAP’s first Indigenous land
acknowledgement in 2017, this year SOCAP is stepping
up with a full program of Indigenous voices entitled
Indigenous@SOCAP18.
Curated and produced by Indigenous social entrepreneurs
and a collective of supporting partners, Indigenous@
SOCAP18 is taking the conversation beyond “sustainable” to
transform the extractive economy, exploring how, together,
we can realize a regenerative economy.
Set in a 360 dome next to the Firehouse, Indigenous@
SOCAP18 hosts an immersive program with interactive/
VR film productions, daily discussions about regenerative
wisdom, and tangible actions with Indigenous leaders,
visionaries, and culture bearers.
Highlights include the following: 360 video narrated by
Dr. LaNada War Jack, “Alcatraz to Standing Rock”; Patrick
Kincaid - Founder, Inherent Rights Agency, “Native Nation
Building”; Decolonizing Wealth book release with Author
Edgar Villanueva. Look for Indigenous@SOCAP18 on
Pathable to learn more!
A co-production of Empowerment WORKS and Seeding
Sovereignty.
»» David Michael Karabelnikoff / Unangan (Aleut) /
Co-Producer, Indigenous@SOCAP18 / Catalyst,
Empowerment Works / david@empowermentworks.org
»» Christine Nobiss, MA / Plains Cree-Saulteaux,
George Gordon First Nation / Co-Producer,
Indigenous@SOCAP18 / Decolonizer, Seeding Sovereignty
/ christine@seedingsovereignty.org
 After Hours
Welcome Reception
Tuesday, 6:00 pm - 9:00 pm
The first night of SOCAP is full of energy and the potential
of all the conversations and insights to come. Catered
by Acre Gourmet with delicious local fare, this welcome
reception kicks off your SOCAP experience, helps
you connect with old friends, and lets you make new
connections to build on through the week. Join us!
The Ghost Fleet: Film Screening
with Director Q&A
Wednesday 6:30 pm - 8:30 pm
SOCAP is delighted to host a special screening of The
Ghost Fleet, a documentary feature that uncovers the vast
injustice of slavery in the Thai fishing industry through
thrilling escape stories. Thailand supplies a large portion
of America’s seafood, but Thailand’s giant fishing fleet is
chronically short tens of thousands of fishermen per year.
Human traffickers have stepped in, selling captives from
the region to the captains for a few hundred dollars each.
The screening will be followed by discussion and Q&A with
director Shannon Service.
Wine Down
Wednesday, 5:00 pm - 7:00 pm
Located in Festival Pavilion in the Intentional Lounge,
this on-site happy hour is an opportunity to connect with
friends and make dinner plans in the fabulous city of San
Francisco. (Additional local meet-ups are encouraged to
self-organize via Pathable! SOCAP18.pathable.com)
Party! Party! Party!
Food Trucks and Festivities
Thursday, 5:30 pm - 9:30 pm
Don’t miss a favorite SOCAP tradition: the Food Truck Party.
With fifteen food trucks and two incredible bands lined up,
you can dance and dine the night away with an ocean front
view. This is our big bash of the week and we’re pulling
out all the stops for a lively evening to celebrate all of the
amazing work and impactful collaborations that spring
from this community.
EXPERIENCE 21
ENTREPRENEURS
 Entrepreneurs @ SOCAP18
Growing the marketplace for impact depends on the ingenuity and persistence of outstanding
social entrepreneurs from around the world. In addition to offering scholarships to 150
entrepreneurs each year, we also find new ways to highlight and accelerate these ventures using
the SOCAP platform and this influential community. Take the time to hear their stories, their
ambitions, and challenges—they are the heart of SOCAP and the boots on the ground.

Impact Accelerator @ SOCAP Special Entrepreneur Cohorts

The entrepreneur experience at SOCAP kicks off before
the opening plenary. We invite all 150 of our scholarship
entrepreneurs to the Impact Accelerator: a day-long
program for entrepreneurs to connect, share challenges, and
hear from industry leaders. The Impact Accelerator helps
entrepreneurs amplify the benefit they receive from SOCAP
and connects them with a global network of peers that
extends beyond the conference.
The Real Deal:
ADAP Deal Room @ SOCAP
Through an open application process, ADAP Capital will
select 6-10 companies to meet with ADAP and other investors
on Tuesday, October 23, at SOCAP for an opportunity to
receive $75,000 in investment. Join for the ADAP “Four Hour
Due Diligence” process and explore how ADAP Advisory – a
key part of the ADAP model – can add value post-investment.
Westaway Law will also provide a year of legal services
to two participating companies. ADAP will announce
investments at the Thursday afternoon plenary on October
25. Witness real deals in real time! ADAP will also work with
other investors who attend the pitch sessions who may be
interested in investing.
BUSH FOUNDATION
The Bush Foundation provides support for SOCAP attendance
for 25 social business creators based in Minnesota, North
Dakota, South Dakota, and the twenty-three Native nations
that share the same geography. The Bush Foundation is
based in St. Paul, Minnesota, and encourages individuals and
organizations to think bigger and think differently about
what is possible in communities across Minnesota, North
Dakota, South Dakota and in the twenty-three Native nations.
BYRON FELLOWS
The Byron Fellowship is a transformational experience, a
community of generative leaders co-creating a flourishing
world. They have provided support for six of their fellows to
join us at SOCAP18.
UNLOCKING CHANGE PIONEERS
As part of the nationwide Unlocking ¢hange Challenge,
Ashoka and BNY Mellon have been searching the United
States for innovations that actively increase financial well-
being for the communities and individuals who need it most.
The ten Pioneers, the finalists, are attending SOCAP18. They
were selected from the top 37 submissions to the Challenge
for their high-quality, community roots, impact potential,
sustainability and innovation.

24 SOCAP18 OCT. 23-26, 2018

 Marketplace
Grab a souvenir to take home from SOCAP and support a social entrepreneur! While the majority of our scholarship
entrepreneurs offer programs or services, a handful of them create beautiful, quality products that we are excited to share with
our attendees. Be sure to stop by the entrepreneur marketplace, located in the center of Festival Pavilion, to see the wonderful
products created from high impact sourcing and production.
Featured at the Marketplace:
ADELANTE SHOES
Adelante Shoes is a sustainable fashion brand that sells high
quality leather shoes, custom made and delivered under
ten days. They are set to re-define the craft shoe experience
through customer-to-cobbler connection and product
customization. They prioritize economic development, but
they do not sacrifice quality or style.
ZEGO
ZEGO makes nutrition-packed seed and fruit snacks that
meet the dietary needs of almost all of today’s special diets—
from allergies to gluten-free to diabetic. Their products are
delicious and nutritious, two things lacking in most special
diet foods.
BURLAP AND BARREL
Burlap and Barrel sources unique, beautiful spices directly
from smallholder farmers and cooperatives around the
world. They supply to restaurants, independent spice shops,
artisanal food and cosmetics manufacturers, and individual
consumers. They work to end inequality and exploitation in
food systems that disenfranchise skilled farmers.
PULP PANTRY
Pulp Pantry transforms fruit and vegetable by-products
that would otherwise go to waste into delicious nutrient-
dense products at price parity with conventional, processed
alternatives. They create delicious reinventions of classic
snacks. Think Cinnamon Toast Crunch but made from carrot
pulp.
ACARI
Acari takes the devil fish, a hated, invasive species of fish in
Southern Mexico, and processes it into fish products. They
then market it in the United States and other countries where
there is a robust demand for sustainable seafood.
ELLIEFUNDAY
EllieFunDay works with partner organizations that employ
marginalized women specifically in India to help them
become self-sustaining. Their hope is to provide a fair wage,
relevant job training, and a dignified living for many who are
susceptible to human trafficking.
SENDA
Senda customers help provide living wages to workers
who make premium quality soccer balls in Fair Trade
working conditions, giving them the freedom to focus on
craftsmanship. Further, Senda focuses on promoting joy and
community through the beautiful game, which goes hand-in-
hand with achieving results on and off the field.
SOKO
We’re pioneering Ethical Fast Fashion, aligning handmade
talent from emerging markets with the internationa fasion
consumer. We work with artisan entrepreneurs every day
to build their businesses, improve production capacity, and
sustainably increase income.
PUROSOL
Purosol supports communities in the north-east of Zacapa,
Guatemala, by buying fruit to dehydrate using solar energy
without using chemicals or preservatives. Purosol makes
dehydrated fruit snacks and dehydrated fruit bars, supporting
low-income families so that they can obtain education,
health, and well-being.
RELEVÉE
Relevée is a socially-conscious fine jewelry brand that
features ethically sourced material. Relevée empowers our
female jewelers who are rising above their past traumas and
hardships to be independent, trailblazing professionals. They
provide high-wage employment to survivors and vulnerable
women, building community leaders to break the cycle of
gender violence and extreme poverty.
RAYITO DE LUNA
Rayito de Luna is a Mexican company which develops
personal care products for men and women. Their products
are made with the finest natural ingredients and are synthetic
chemical-free and in green packaging. Produced with
sustainable, eco-friendly processes and fair trade practices,
Rayito de Luna supports and develops small, independent
producers.
ENTREPRENEURS 25
 SOCAP18 Social Entrepreneur
Scholarship Recipients
We received over 800 applications for the social
entrepreneur scholarship this year. 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 scholarshipped
entrepreneur attendees is available on our conference site.
Rasha Abu-Safieh / Palestinian Territory / GGateway
Kirk Acevedo / United States / Zomia SPC
Komal Ahmad / United States / Go Copia. PBC DBA Copia
Alberto Altamirano / United States / Cityflag, Inc.
Hadeel Anabtawi / Jordan / The Alchemist Lab
Félix Omar Angulo Arce / Peru / Sustainable Fishery Trade
Caroline Angus / United Kingdom / Deciwatt
Manka Angwafo / Cameroon / Grassland Cameroon Ltd
Ivy Appiah / Ghana / Tiwajo Industry Limited
Wafaa Arbash / United States / WorkAround
Juan Asensio / Guatemala / 1bot
Jose Antonio Avina II / United States / Sacramento Eco Fitness
Dickson Ayuka / Kenya / UjuziKilimo
Claire Baker / United States / The Toothpick Project
Benjamin Best / Uganda / Numida
Morgan Bierschenk / United States / Geoship
Alice Bosley / Iraq / Five One Labs
Felix Brooks-church / United Republic of Tanzania / Sanku
Angelo Campus / United States / BoxPower
Antionette Carroll / United States / Creative Reaction Lab
Michael Carson / United States / Trees for the Future
Claudia Castellanos / Swaziland / Black Mamba Foods
Jesus Cepeda / Mexico / OS City
Xiaohoa Ching / United States / Literator
Thinley Choden / Bhutan / Bhutan Tours and Travels / Bhutan
Impact
Jenifer Colpas / Colombia / Tierra Grata
Micaela Connery / United States / The Kelsey
Robert Cunningham / Kenya / RVE.SOL
Roberto D’Angelo / Italy / Mirrorable
Kavaneet Dhami / United States / KDHI Agriculture
Paulo Duarte Modesto / Paraguay / Broterra
Ankit Durga / India / Leap Skills
Dianne Dusaidi / Rwanda / Kasha Rwanda
Sofia Eckrich / United States / Teysha
26 SOCAP18 OCT. 23-26, 2018
Angie Eilers / United States / UR Turn, SBC
Hasan Zafer Elcik / Turkey / Otsimo
Nicolas Enjalbert / United States / From Uniformity to
Diversity
Okey Esse / Nigeria / Peachwater Consulting
Benjamin Fernandes / United Republic of Tanzania / NALA
Andrew Foote / Kenya / Sanivation
Soraya Fouladi / United States / Jara
Danielle Franco / United States / TO THE MARKET
Dana Frasz / United States / Food Shift
Natasha Freidus / United States / NeedsList
Anna Frellsen / Denmark / Maternity Foundation
Ethan Frisch / United States / Burlap and Barrel
Maneet Gohil / India / Lal10 - Happiness is Handcrafted
Saieshan Govinder / South Africa / EduAfrika
Talib Graves-Manns / United States / Black Wall Street
Homecoming
Gizella Greene / Ecuador / SuperFoods Ecuador
Yasmin Grigaliunas / Australia / World’s Biggest Garage Sale
Feven Haddis / Ethiopia / Creative Professionals Consult
Jeffrey Hallowell / United States / Biomass Controls LLC
Asher Hasan / Pakistan / DoctHERs
Mursal Hedayat / United Kingdom / Chatterbox
Craig Heintzman / Kenya / Arifu
Katie Hench / United States / Infiniteach
Agata Hinc / United States / Skyven Technologies
Jessica Hubley / United States / AnnieCannons
Rebecca Hui / United States / Roots Studio
Omar Itani / Lebanon / FabricAID
Heather Itzla / United States / Wisdom Supply Co.
Leah Jean / Haiti / SOIL
Daniel Joloba / Uganda / Rabboni Group Ltd
Riley Jones / United States / Bloc
Eric Kaduru / Uganda / KadAfrica
Kristin Kagetsu / India / Saathi Eco Innovations India Pvt. Ltd.
Kader Kaneye / Niger / ILIMI, the African Development
University
Colleen Kavanagh / United States / ZEGO
Japheth Kawanguzi / Uganda / The Innovation Village
Lina Khalifeh / Jordan / SheFighter
Ashley King-Bischof / Kenya / Annona, PBC
Michael Kleinman / United States / Orange Door Research
Kevin Kung / United States / Takachar
Gina LaMotte / United States / EcoRise
Omar Landa Abad / Mexico / Rayito de Luna
Tiffany LaTrice / United States / TILA Studios LLC
Manon Lavaud / France / Musana Carts
Anike Lawal / Nigeria / Mamalette
Jin Lee / United States / BabyNoggin
Laura Libman / United States / The Tia Foundation
Leah Lizarondo / United States / 412 Food Rescue
Meredith Lockwood / United States / Relevée
Luis Lopez Martinelli / Mexico / Hipocampus Centros de
Aprendizaje
Mwila Lwando / Zambia / Live Clean initiatives
James Thuch Madhier / Canada / The Rainmaker Enterprise
Charlot Magayi / Kenya / Mukuru Clean Stoves
Lisa Magill / United States / Aleria PBC
Lilian Makoi / United Republic of Tanzania / Jamii Africa
Gilbert Malinga / Uganda / Energy Projects in East Africa -
Terre Quanta Inc
Brian Manning / United States / Mama Maji
Paola Masperi / United Kingdom / MayaMiko
Mellisa Mazingi / Swaziland / Gone Rural Swaziland
Alfred MBINGLO / Ghana / RECFAM
Sonali Mehta-Rao / India / Awaaz.De
Laura Mendoza / Mexico / Unima
Susan Mernit / United States / Hack the Hood
Stephen Meyer / United States / Pergamena
Victor Mhango / Malawi / Ziweto Enterprises Limited
James Mitchell / Kenya / Orkidstudio
Michael Mitchell / United States / Acari
Ashley Miyasaki / United States / Pulp Pantry
Luciano Moccia / Vietnam / Medical Technology Transfer and
Services
Donovan Morrison / United States / Luna Lights
Noella Moshi / Nigeria / WAVE Academies
Bob Mott / Guatemala / Adelante Shoes
Hadiyah Mujhid / United States / HBCU.vc
Livingstone Mukasa / Uganda / Mazima Retirement Plan
Ruth Nabembezi / Uganda / Ask Without Shame
Francis Nderitu / Kenya / Vakava
Jenna Nicholas / United States / Impact Experience
Rebecca Novak / United States / ScriptEd
Michał Nowak / Poland / Food Outlet
Jose Luis Nuno / Mexico / Unima
Juan Orellana / Guatemala / PuroSol
Payan Ouko / Kenya / Cedars Diagnostics
Vikrant Pandey / Nepal / Fight Back
Nachiket Patel / India / SP ECO FUEL
Paloma Pineda / France / Ethical Apparel Africa
Josuel Plasencia / United States / Forefront
Nina Poxleitner / Austria / MORE THAN ONE PERSPECTIVE
Aneri Pradhan / United States / ENVision mobile
Abilasha Ramanan / United States / ImpactVision
Thomas Ricolfi / Mexico / Tenoli
John Roberts / United States / InvestED, PBC
Ivy Russell / United Kingdom / Maya Apa
Tori Samples / United States / Leaf Global Fintech
Manoj Sanker / India / NemoCare
Ayla Schlosser / Rwanda / Resonate
Thami Schweichler / Netherlands / Makers Unite
Francisca Severino / Chile / Freshwater Solutions
Sona Shah / United States / Neopenda
Stella Sigana / Kenya / Alternative Waste Technologies
Aashna Singh / India / Mooo Farm
Linda Solomon Wood / Canada / National Observer
Stefan Steinberger / Austria / refugees{code}
Jake Stika / Canada / Next Gen Men
Liccet Suarez / Peru / Nassf Travel
Rachel Taber / United States / 1951 Coffee Company
Khizr Imran Tajammul / Pakistan / Jaan Pakistan
Claudia Tello Arenas / Mexico / Escucha mi Voz
Allen Bailochan Tuladhar / Nepal / Picosoft Pvt Ltd
Tobin Van Ostern / United States / Savi
Ebrahim Varachia / United States / Ebrahim Varachia
Henry Weitzner / United States / Turning Earth
Abbey Wemimo / United States / Esusu Financial
Ebunoluwa Yussuf / Nigeria / Gallereno Works Ltd
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 accessible and inclusive.
ENTREPRENEURS 27
CONTENT
 SOCAP18 Programming
There are a lot of experiments taking place at SOCAP18 to bring a fresh approach to the next
decade of impact. What’s new this year?

FESTIVAL All the stages, all the time! The schedule is not uniform or linear—choose your own adventure
SCHEDULE and know that you can’t see it all.

ENHANCED More mainstage content, with amazing artist emcee’s to connect the various mainstage
MAINSTAGE segments to each other and to the audience. Plus more performances, because the content
that engages your heart, soul, and body is as essential as the content that stimulates your
mind.

MULTIPLE Join dynamic panels with Q&A, interactive workshops, and networking sessions. Try all three for
FORMATS opportunities to learn, engage, and connect.

NETWORKING All of the classrooms in Building C run for 75 minutes: 45 minutes of content followed by 30
SESSIONS minutes of facilitated networking. Hosting specific topics—like climate resilient agriculture in
Africa—they naturally attract the attendees that are knowledgeable, practicing, or interested in
that topic. We’re leaving space in the schedule for attendees to connect, to collectively activate
more of the wisdom in the room, and spark greater discovery and collaboration.

We also have more themes than ever before, and these have come to life thanks to deeply
committed practitioners who have lent their expertise and networks to make this content
possible. We are so grateful to all of these fine contributors: Andrea Armeni and Camille Kerr
for their support of the Alternative Ownership track; TJ Abood and Ben Siegel for coordination
of Blockchain content; John Kluge and Tim Docking for their passion around investing in
refugees: Chrystel Cornelius, Shaun Paul, David Karabelnikoff, Audrey Selian and Ken Hynes for
their collaborative effort to curate Indigenous Communities content; and James Moore, Sophie
Mukua, Andrew Feinstein, Liz Grossman, and Emma Giloth for their collective effort to bring
Africans to SOCAP18 for the Africa track. We also extend thanks to the 70+ session organizers
whose sessions were selected through SOCAP Open for their effort to propose, promote, and
produce their sessions. You all make this possible!

30 SOCAP18 OCT. 23-26, 2018

SOCAP18 EMCEES

Though they are diverse, none of the ideas on the mainstage are disconnected. To help us connect with mainstage content in a
deeper, more integrated way, we have engaged two incredible emcees:

Saami Bloom Ashara Ekundayo

Pronouns: They/Them/He/Him Pronouns: She/Her/They/We
saamibloom.com ashara.io / @blublakwomyn

Saami Bloom is a creative director, Ashara Ekundayo is an independent

performing artist, and founder of
Blue.Ink: an impact venture studio
designed to brand the new economy™. Learn more
about their expanding strategic and creative capabilities
at www.blue.ink. Bloom’s work and clients have been
covered by notable publications around the globe, and
they are working on a forthcoming publication and set of
speaking engagements entitled “Expressing Value(s); the
Business of Making Art for Impact™.” Bloom serves clients
internationally and splits their time between San Francisco
and the Northeast. They serve on the board of multiple
social enterprises and arts organizations, and, when not in
the studio, performing or on the road, can usually be found
beatboxing, cooking, and dancing.
curator, creative industries
entrepreneur, cultural strategist,
and founder working across arts, community, government,
and social innovation spaces. In 2012, Ashara co-founded
Impact Hub Oakland and Omi Gallery and served as the Co-
Director and Chief Creative Officer until Spring 2018. Most
recently, she opened Ashara Ekundayo Gallery exclusively
featuring the artwork of Black womxn and women of the
African Diaspora. Currently, she holds Advisory Board
positions with KQED Arts, Black Girls Code, and the
Oakland Public Conservatory of Music; she has also served
as a Fellow with Green For All, Emerging Arts Professionals,
Schools Without Borders, and Institute For The Future.
Her commitment to social transformation is informed by an
intersectional framework that aims to expand the influence
and impact of arts and culture on racial equity, gender +
justice, and environmental literacy.

SOCAP18 Themes
This year’s themes feel particularly timely though each year we attempt to listen to the
growing chatter in the impact economy and pick out the freshest topics and most urgent
challenges. These new themes and topics bring additional leaders and expertise into the SOCAP
community and provide us all opportunities to expand our view of challenges, solutions, and the
collaborations to be pursued. Use this opportunity to step outside of your key focus areas—if you
focus on emerging markets, look at solutions in your backyard; if you invest with a gender lens,
take a closer look at the business case for racial equity; while digging into critical social justice
issues, dedicate a session or two to key environmental efforts. There is a lot of amazing content
to choose from—go explore!

IMPACT INVESTING MEANING

As always, at the core of our Conversations that elevate meaning

gathering are conversations that
squarely focus on the why and the
how of impact investing—the state
of the field, new product innovation,
infrastructure and service providers,
impact measurement and evaluation,
and global development of the impact
investing ecosystem.
inside and outside of markets are
a foundational element of SOCAP
because integrating our beliefs,
communities, and families into
conversations about business
Co-presented by: and value will lead us to a more
sustainable future.

CONTENT 31
 GENDER + MARKETS
Long before #metoo and Time’s
Up, core members of the SOCAP
community raised issues of gender
equity, women’s empowerment,
and investing in women and girls.
This community has advanced
conversations with a gender lens in
investing and entrepreneurship for
many years, and we’re seeing many
new developments in this field to
elevate gender to a central theme of
SOCAP18.
TRANSFORMATIVE
DEVELOPMENT
Real estate is an anchor of the market
in most places, and investors can
transform communities by applying
a lens of affordability, walkability,
transportation, access to healthy food
and services, and other considerations
that bring a more holistic and
sustainable approach to development.
Institutional-scale investment
opportunities are emerging that
build on conversations of affordable
housing, creative placemaking, and
social determinants of health from
previous SOCAP programs.
BLENDED FINANCE
In the field of international
development, the Sustainable
Development Goals (SDGs) have
catalyzed a wave of new public-
private partnerships to drive more
capital into achieving the global
goals. As a longtime platform for
breaking down silos, SOCAP is thrilled
to host conversations of innovative
financial instruments that meet the
risk, return, and impact expectations
of a range of investors to unlock
more capital to address social and
environmental challenges.
32 SOCAP18 OCT. 23-26, 2018
RACIAL EQUITY
The conversations and organizational
change sparked by the inaugural
Racial Equity track at SOCAP17 have
continued across other convenings
and collaborations this past year.
We will continue to deeply explore
Co-presented by:
this complex topic to support all
Presented by:
stakeholders building the impact
economy in setting a foundation of
racial equity and in prioritizing a
diversity of perspectives for truly
inclusive organizations and practices.
AFRICA
An amazing range of stakeholders in
the African impact ecosystem reached
out this year to support a greater
presence of African entrepreneurs
and investors at SOCAP18. With help
from various ecosystem builders, we
will have a robust discussion about
Presented by: Presented by:
the gaps and opportunities in social
capital markets across the continent,
and specific to regions and sectors,
with African representation much Co-presented by:
greater than in previous years.
CIRCULAR ECONOMY
How might we design waste out of
systems and build an economy that is
restorative and regenerative? Beyond
being an interesting theoretical
concept, recent work to shift various
systems (food, fashion, consumer
packaging, electronics) toward a
Presented by: Co-presented by:
circular economy is uncovering
massive investment opportunities
that are showing up all across the
ecosystem, engaging corporate, seed
Co-presented by: stage, and institutional investors
among others.
ALTERNATIVE OWNERSHIP MODELS
Employee ownership is a powerful
alternative to the extractive nexus
of corporations and mainstream
finance. And other ownership
structures go further, challenging the
concept of ownership itself. We will
explore innovations in the ownership
space and detail how investors
and entrepreneurs can think about
implementing alternative ownership
structures: multi-stakeholder, multi-
generational, non-permanent.
REFUGEES
The mass movement of more than 68
million men, women, and children
cannot be ignored or kicked down
the road. It is an urgent social and
environmental crisis. Investors,
entrepreneurs, and corporations
are elevating the conversation
Co-presented by:
and identifying the investment
opportunities to respond to the
refugee crisis and build a new
paradigm of inclusive economic
prosperity.
OPPORTUNITY ZONES
This year’s tax bill included the
“Investing in Opportunity Act”,
which has led to the designation of
“opportunity zones” in every state.
These can now attract significant
private capital due to the capital
gains incentives laid out in the bill.
Ensuring that this new influx of capital
results in the intended impact—to
promote revitalization and inclusive
economic development for previously
distressed communities—is one of the
biggest opportunities and challenges
for the impact investing field this
year.
INDIGENOUS COMMUNITIES
Indigenous Peoples constitute the
largest minority in the world at almost
5% of the global population, and
their traditions offer valuable wisdom
on environmental stewardship,
health, community, and more.
However, investment into indigenous
communities can be misunderstood
and difficult to access, and it requires
nuanced cultural understanding.
Welcoming leaders of Indigenous
finance and entrepreneurship will add
ancient insight and new opportunities
to this year’s conversation.
BLOCKCHAIN FOR IMPACT
Though cryptocurrency has attracted
a lot of hype and skepticism, there are
important applications for blockchain
technology within the social impact
space. Experts exploring the world-
changing potential of blockchain will
explain and share insights around
opportunities for financial inclusion,
supply chain transparency, human
rights, digital identity for vulnerable
populations, and more.
WILDCARD
Wildcard sessions don’t particularly
fit within another theme, but they are
important or emerging conversations.
Though these topics may be out-
of-the-box or undefined in the
sector, we have found great value
in being responsive to the diversity
of interests within our community.
Many of the Wildcard sessions are
selected through SOCAP Open, our
public session submission platform,
which this year generated a record
78 sessions, out of 427 submissions,
selected for presentation at SOCAP18.
CONTENT 33
 SCHEDULE
FESTIVAL MAINSTAGE 36

COWELL THEATER 40

FIREHOUSE 43

GALLERY 308 47

GALLERY TENT 51

SOUTHSIDE THEATER 54

BATS THEATER 58

C BUILDING 62

SEMINAR 2 @ SFAI 73
 FESTIVAL MAINSTAGE

Tuesday, October 23 INVESTING FOR JUSTICE: RUNWAY INTERVIEWS THE MASTER

TEACHER
Jessica Norwood / The Runway Project
3:00 PM - 4:00 PM Konda Mason / The Runway Project
Deborah Frieze / Boston Impact Initiative
HOW TO GET THE MOST OUT OF SOCAP Mark Watson / Boston Impact Initiative
Whether this is your first time at SOCAP or you’ve joined us in
the past, this introduction to the many elements of SOCAP18 IMPACT INVESTMENT: STATE OF THE GLOBAL MOVEMENT
will provide information and tips for making the most of your Amit Bhatia / GSG
experience.
HEAD TO THE WELCOME PARTY IN THE FRONT OF FESTIVAL
4:30 PM - 6:00 PM PAVILION TO CONNECT WITH COLLEAGUES AND FRIENDS,
OLD AND NEW!
WELCOME
Lindsay Smalling / SOCAP
Wednesday, October 24
SPECTRA
Saami Bloom / Blue Ink 8:30 AM - 11:30 AM

LAND ACKNOWLEDGEMENT INTRODUCING INTENTIONAL MEDIA

Ohlone Bob Caruso / Intentional Media

RECLAIMING THE AMERICAN DREAM

Ben Hecht / Living Cities

36 SOCAP18 OCT. 23-26, 2018

For additional detail on all mainstage speakers, topics, and timing, please refer to
Pathable: socap18.pathable.com
INVESTING WITH A GENDER LENS: PAST, PRESENT, AND
FUTURE
Joy Anderson / Criterion Ventures
Suzanne Biegel / Catalyst at Large
Jackie Vanderbrug / Bank of America
MOVING TO ACTION ON RACE, EQUITY, AND INCLUSION:
INSIGHTS FROM PHILANTHROPIC LEADERS
Sharon Alpert / Nathan Cummings Foundation
Fred Blackwell / San Francisco Foundation
USAID LOOKING FORWARD
Sarah Glass / USAID
A NEW ERA FOR U.S. DEVELOPMENT FINANCE
David Bohigian / OPIC
COLLABORATIVE FOR FRONTIER FINANCING
Chris Jurgens / Omidyar Network
LEAN IMPACT: HOW TO INNOVATE FOR RADICALLY GREATER
SOCIAL GOOD
Ann Mei Chang / Lean Impact
Eric Ries / The Lean Startup
THE ELITE CHARADE OF CHANGING THE WORLD
Anand Giridharadas
THE PURPOSE OF CAPITAL
Jed Emerson / Blended Value
Laura Tyson / Haas School of Business, UC Berkeley
11:30 AM - 2:00 PM
LUNCH IS SERVED IN FESTIVAL PAVILION AND THE BIG TOP
TENT.
2:00 PM – 5:00 PM
MAXIMIZING THE POTENTIAL OF OPPORTUNITY ZONES
Jim Sorenson / Sorenson Impact Foundation
John Lettieri / Economic Innovation Group
Rajiv Shah / The Rockefeller Foundation
THE ALTERNATIVE: MOST OF WHAT YOU BELIEVE ABOUT
POVERTY IS WRONG
Mauricio Lim Miller
THE ALTERNATIVE OWNERSHIP OPPORTUNITY
Andrea Armeni / Transform Finance
Kat Taylor / Beneficial State Bank
Robin Varghese / Open Society Foundation
57 YEARS OF LEADING THE WAY: THE IC-SVN VISION
FORWARD
Valerie Red-Horse Mohl / Investors’ Circle-Social Venture
Network (IC-SVN)
SCHEDULE 37
 FESTIVAL MAINSTAGE
INTERNATIONAL INVESTING AND INDIGENOUS RIGHTS
Joan Carling / Indigenous Peoples Major Group for
Sustainable Development, UN
Lourdes Inga / International Funders for Indigenous Peoples
China Ching / The Christensen Fund
Shaun Paul / Ejido Verde
SOCIAL IMPACT: WHY EVEN BOTHER?
Warren Valdmanis / Bain Capital Double Impact
THE MARKET FORCES: DEMAND FOR ESG INVESTING
Andrew Lee / UBS
Mark Newberg / Womble Bond Dickinson
Jackie Vanderbrug / Bank of America
JOIN US AT THE WINE DOWN IN THE FRONT OF FESTIVAL
PAVILION, THEN CATCH A SPECIAL SCREENING OF GHOST
FLEET IN SOUTHSIDE THEATER AT 6:30 PM.
Thursday, October 25
9:00 AM - 11:30 AM
INVESTMENTS, ENTREPRENEURSHIP, AND THE INNER
JOURNEY
Bo Shao / Evolve Ventures
REFUGEES, ROBOTS, AND THE DIRE NEED FOR
REGENERATION: WE’RE ALL IN THIS TOGETHER
Michelle Long / Jubilee
Nipun Mehta / Service Space
Dacher Keltner / Greater Good Science Center, UC Berkeley
MICRO-MELTDOWN: THE INSIDE STORY OF THE RISE, FALL,
AND RESURGENCE OF THE WORLD’S MOST VALUABLE
MICROLENDER
Vikram Akula
CROSS SECTOR COLLABORATION FOR LASTING IMPACT IN
RACIAL EQUITY
Cynthia Muller / W.K. Kellogg Foundation
Deepti Rohatgi / Slack for Good
Julie Nelson / Government Alliance on Race and Equity
Napoleon Wallace / Activest
INVESTING IN REFUGEES: THE UNFINISHED STORY OF
HUMAN POTENTIAL AND A MARKET ON THE MOVE
John Kluge / Refugee Investment Network
Bert van der Vaart / SEAF
Ruma Bose / Humanitarian Ventures
WITH RELATED ANNOUNCEMENTS FROM
Chris Chancey /Amplio Capital
Alice Bosley / Five One Labs
Agnes Dasewicz / SEAF
Artemis Seaford / Ascend Fund
38 SOCAP18 OCT. 23-26, 2018
Premal Shah / Kiva
Gustavo Bernal Torres / Terrablanco
John Morris / 17 Asset Management
Seth Hoedl / Post Road Foundation
11:30 AM - 2:00 PM
LUNCH IS SERVED IN FESTIVAL PAVILION AND THE BIG TOP
TENT.
2:00 PM - 5:30 PM
INVESTING FOR SCALABLE CHANGE: EDUCATION + REAL
ESTATE
Andre Agassi / Turner-Agassi Charter School Facilities Fund
Bobby Turner / Turner Impact Capital
Liesel Pritzker Simmons / Blue Haven Initiative
CHALLENGING SURVEILLANCE CAPITALISM: USING
BLOCKCHAIN FOR A FAIR CONTENT ECONOMY
David Temkin / Brave
UNINTENDED CONSEQUENCES OF TECHNOLOGY
Christopher Ategeka / UCOT, Inc.
MOUNTING THE RESPONSE: ARTIFICIAL INTELLIGENCE AND
GENETIC ENGINEERING
Alfa Demmellash / Rising Tide Capital
Don Shaffer / Jubilee
Tabreez Vergee / Uprising
Ting Wu / Harvard Medical School
CAN FINANCE BE FIXED?
Sallie Krawcheck / Ellevest
Heidi Patel / Rethink Impact
CHICAGO: SHIFTING THE PARADIGM OF PUBLIC-SECTOR
INVESTING
Treasurer Kurt Summers / City of Chicago
WINNERS SHARE ALL: A DIFFERENT APPROACH TO IMPACT
INVESTING
Mitch Kapor / Kapor Capital
Arjan Schutte / Core Innovation Capital
THE UN SUSTAINABLE DEVELOPMENT GOALS: CATALYZING
A NEW ERA OF IMPACT ACCOUNTABILITY
Clara Barby / Bridges Fund Management
Elizabeth Boggs-Davidsen / UNDP
Maya Chorengel / The Rise Fund
Christian Rosenholm / IFC
Ben Thornley / Tideline
 Celebrate this global impact community at our
big SOCAP party on Thursday night, 5:30 pm - 9:30 pm.
It will include fifteen food trucks and two amazing bands
that will keep you fed and dancing into the night!

SCHEDULE 39
 COWELL THEATER
Tuesday, October 23
MOVING FROM GOOD IMPACT DEALS TO GREAT
SYSTEMS CHANGE
1:45 pm - 2:45 pm
Impact investing continues to gain momentum, but is this
capital actually improving the failing systems? Or is this
capital merely making the failing systems more bearable? A
few pioneering foundations and investors are actively seeking
to address complex, systemic challenges through a mix of
investments, grants, data, policy, and more. Come join us for
a lively discussion about successes achieved and obstacles
encountered thus far in their systems change journey.
Clara Miller / Heron Foundation
Andrea Armeni / Transform Finance
Ruth Shaber / Tara Health Foundation
Sean Hinton / Open Society Foundations
Laurie Spengler / Enclude
COLLABORATION > COMPETITION: CREATING THE ICM
NETWORK
3:00 pm - 4:00 pm
In the spring of 2018, twenty-five leading impact investors
launched the Impact Capital Managers (ICM) network, an
association of private capital fund managers in the U.S.
and Canada. The goals of the network include collectively
influencing policy, improving talent development, initiating
research, and sharing impact management practices. Join
our panelists from ICM as they discuss the formation of the
network, early returns, and their collaborative vision.
Lisa Hagerman / DBL Partners
Brian Trelstad / Bridges Fund Management
Dave Kirkpatrick / SJF Ventures
Liz Luckett / The Social Entrepreneurs’ Fund (TSEF)
Stephen DeBerry / Bronze Investments
40 SOCAP18 OCT. 23-26, 2018
Wednesday, October 24
BLENDING FINANCE TO PLANT GREEN SOLUTIONS IN
EMERGING MARKETS
8:30 am - 9:30 am
Everyone acknowledges that blended finance is crucial for
tackling global environmental issues. But how exactly do
innovative investment structures encourage climate-smart
and resource-efficient solutions in emerging markets? What
do these deals look like? During this panel, pioneers in green
finance in emerging markets will share how public, private,
and philanthropic capital combine into scalable vehicles that
deliver finance right where it’s needed most.
Barbara Buchner / Climate Policy Initiative
Lorenzo Bernasconi / The Rockefeller Foundation
Sylvia Wisniwski / Finance In Motion
Joan Larrea / Convergence
Nancy Lee / Center for Global Development
STATE OF THE FIELD
9:45 am - 10:45 am
As investors increasingly demand the chance to align
financial decisions with personal values, is the market
prepared to efficiently channel this new wave of capital
to impact funds and enterprises? Is existing infrastructure
prepared to scale, or do we need to identify new solutions?
What about essential functions like data, metrics, research,
and policy that enable this capital to flow? Join us for a
discussion on the state of the impact investing field.
Fran Seegull / U.S. Impact Investing Alliance
Cathy Clark / CASE at Duke
 FINDING AN UNREASONABLE ADVANTAGE: SCALING
PROFIT AND IMPACT
11:00 am - 12:00 pm
Rapid growth companies in the impact ecosystem require
growth equity to finance their global expansion, but there
are few capital providers addressing this critical step on
the path to scale. Panelists will share their experiences in
launching, leading, or supporting breakthrough companies
that generate positive impact for society matched with
the promise of profitable returns. Two truly unreasonable
entrepreneurs who raised growth equity will share lessons
learned, opportunities, and challenges from financing their
global expansion.
Daniel Epstein / Unreasonable Group
Lisa Dyson / Kiverdi
Xavier Helgesen / Off Grid Electric
Jed Lynch / Barclays Investment Bank
Nancy Pfund / DBL Partners
INVESTING IN THE BUILDING BLOCKS FOR DIGITAL
INCLUSION
1:30 pm - 2:30 pm
The proliferation of internet connectivity can increase the
effectiveness of social impact investments across key sectors
such as health, agriculture, education, and financial access.
However, only one-in-three people in the developing world
are connected to the internet. During this session, investors,
entrepreneurs, and key market stakeholders will explore
the social and financial returns of internet connectivity
and the role of impact investment and blended finance in
accelerating internet access and adoption.
John Garrity Michael Etzel / The Bridgespan Group
Stephen Ozoigbo / African Technology Foundation
Lene Sjorslev Schulze / Bluetown
Jim Forster / INI Holdings
Anne Evans / Ashoka
Troy Etulain / FHI 360
ALL THE TOOLS IN YOUR TOOLBOX: USING BLENDED
CAPITAL STRATEGICALLY FOR IMPACT
2:45 pm - 3:45 pm
Traditional structures for grantmaking and investing often
leave social entrepreneurs with critical gaps in funding.
How can impact investors and funders break down silos to
catalyze scalable, sustainable impact? When can flexible or
blended capital be most effective for seeding innovation or
leveraging additional investment? What works, and what can
go wrong? Learn how leading social enterprises and their
investors structure deals to enable growth and maximize
impact across the sector.
Sarah M. Williams / Propel Capital
Shivani Garg Patel / Skoll Foundation
Willy Foote / Root Capital
Tim Freundlich / ImpactAssets
INVESTING IN PLACE: HOW FEDERAL POLICY DRIVES
INVESTMENT CAPITAL TO COMMUNITIES
4:00 pm - 5:00 pm
From Opportunity Zones to the Community Reinvestment
Act, from the CDFI Fund to New Markets Tax Credits, new and
existing domestic impact investing policies and programs have
continued to garner broad, bipartisan support in the wake
of 2016 elections. How do these policies and programs drive
capital to distressed communities? And, how can we raise up
the voice of communities to make sure that these investments
are delivering on the promise of strong local impact?
Fran Seegull / U.S. Impact Investing Alliance
Jim Sorenson / Sorenson Impact Foundation
Lori Chatman / Enterprise Community Loan Fund
Kevin Boes / LISC
Lisa Richter / Avivar Capital
Thursday, October 25
THE ARTFUL SCIENCE OF UNDERWRITING FOR IMPACT
9:00 am - 10:00 am
Most investors rely on intuition to evaluate the impact of a
potential investment. This means “impact” is often defined
and measured after investment, leaving the field open to
impact washing. How can we effectively assess impact
before investment, allowing for better accountability and
more strategic deployment of capital? In this panel, we will
highlight best practices from leading investors focused on
shifting impact assessment to earlier in the process, before a
deal is closed.
Clare Murray / LeapFrog Investments
Michael McCreless / Root Capital
Vinice Davis / Omidyar Network
Maya Chorengel / The Rise Fund
THE FUTURE IS BLENDED: WHAT DOES THAT
MEAN FOR WOMEN?
10:15 am - 11:15 am
Blended finance leverages public and philanthropic funding
to unlock private sector dollars for global development.
Its potential is immense, but is it good for women? In our
session, experts will debate whether women are more or
less likely to benefit from blended finance, compared to
traditional development aid. Will blended finance divert
scarce resources away from initiatives that benefit women?
Or will it make it possible to get more gender-focused
investments off the ground?
Kathryn Kaufman / OPIC
Viola Llewellyn / Ovamba Solutions
Christina “CJ” Juhasz / Women’s World Banking
Suzanne Biegel / Catalyst at Large
Yana Kakar / Dalberg
Joan Larrea / Convergence
SCHEDULE 41
 COWELL THEATER
THE ALPHA IN IMPACT: HOW DRIVING IMPACT DRIVES
RETURNS
11:30 am - 12:30 pm
In the face of persistent discussion about whether maximizing
impact can also maximize returns, impact investment
managers achieving this goal have put the debate to rest.
Participants will highlight specific, tangible ways that
integrating impact into their investment strategies—from
sourcing and due diligence through successful exits—drives
growth and performance in their portfolios. The insights
shared will provide language and evidence for others who
seek to drive returns by driving impact.
Kesha Cash / Impact America Fund
Jacob Haar / Community Investment Management
Brian Trelstad / Bridges Fund Management
Nancy Pfund / DBL Partners
Amy Bell / Tideline
BRIDGING THE “MISSING MIDDLE”: FINANCING SGBS IN
EMERGING MARKETS
2:00 pm - 3:00 pm
Small and growing businesses (SGBs) are essential drivers of
impact and growth in emerging economies, but they struggle
to access financing. Many SGBs are stuck in the “missing
middle” – too small and risky for traditional bank lending,
too big for microfinance, and lacking the growth and exit
potential sought by venture capitalists. This panel, organized
by the Collaborative for Frontier Finance, will discuss the
challenges and solutions to financing SGBs in emerging
markets.
Alice Gugelev / Global Development Incubator
Aun Rahman / World Bank
Olivier Lafourcade / Investisseurs et Partenaires (I&P)
Dia Martin / OPIC
Chris Jurgens / Omidyar Network
42 SOCAP18 OCT. 23-26, 2018
SETTING THE BAR FOR IMPACT MEASUREMENT AND
MANAGEMENT
3:15 pm - 4:15 pm
As the GIIN and leading impact investors work to set
standards for communicating and assessing impact, there are
several critical questions that must be addressed. What are
the minimum standards of impact fidelity an investor should
meet before calling themselves an impact investor? Can we
analyze the aggregate performance of impact investments?
Join us to share your perspective and hear viewpoints from
leading impact investors on questions that will shape the
future of the industry.
Kelly McCarthy / The GIIN
Graham Macmillan / Ford Foundation
Jamie Martin / Morgan Stanley
Mirjam Garzon Farnum / responsAbility Investments AG
Christian Rosenholm / IFC
Ka-Hay Law / AHL Venture Partners
IMPACT-WASHING: TENSION BETWEEN AUTHENTICITY
AND THE PROFIT MOTIVE
4:30 pm - 5:30 pm
Concern about ‘impact-washing’ is on the rise. As large
investment banks and asset managers create financial
products in the ESG and impact investing categories, legacy
stakeholders and observers are increasingly skeptical of their
true motivations and their claims of benefits to society and
the environment. This panel will explore impact-washing
with an emphasis on the role of due diligence to reward
honest industry players and withhold assets from those who
misrepresent their investment offerings.
Patricia Farrar-Rivas / Veris Wealth Partners
Eric Stephenson / Cordes Foundation
Jesse Simmons / Align Impact
 FIREHOUSE

Tuesday, October 23 INTEGRATING CHARITABLE, ADVOCACY, AND

ALLYSHIP ACROSS RACE AND GENDER
2:30 pm - 4:00 pm
Working for racial equity requires relationships and alliances.
Many people identify as being an ally in the struggle for
racial equity, but are they really? This workshop session will
help create a shared understanding on what it means to be
an ally and how to hold allies accountable. We will explore
actual tactics and interpersonal work that help form the
foundation for strong alliances.
Andrew Brower / W.K. Kellogg Foundation
Nadia Brigham / W.K. Kellogg Foundation
INVESTMENT DOLLARS FOR MAXIMUM IMPACT
11:00 am - 12:00 pm
This hands-on session walks through a strategic framework
for integrating investment, charitable and advocacy
opportunities with a unified social impact theme. The many
considerations of desired outcomes, available financial
instruments, source of capital, risk/return profiles, and more
make creating a coordinated and aligned strategy a difficult
task. Using animal welfare as a thematic example, the
presenter promises that you will leave with practical know-
how in order to apply this approach to any SDG or social
outcome goal.
Alex Sloan / Tides

Wednesday, October 24
MAKE IT HAPPEN: HOW TO EFFECTIVELY INVEST FOR
IMPACT
8:30 am - 9:30 am
Are you new to impact investing, or are you a seasoned
investor looking to increase your effectiveness? This
interactive workshop offers you the tools
to effectively invest across the spectrum of
impact. We’ll provide a practical framework
for evaluating opportunities, examine
concrete case studies, and explore innovations
in the impact space. You’ll leave our session
empowered, energized, and armed with
resources to engage more effectively in the
impact investment process.
Emily Winslow / Peak Impact Consulting
Julia Sze / Julia Sze Consulting
Pam Rothenberg / Womble Bond Dickinson
Mark Newberg / Womble Bond Dickinson

DEMOCRATIZING IMPACT
9:45 am - 10:45 am
Investing with one’s values should be a right
not a privilege. However over 99% of impact
financial vehicles are reserved for accredited
investors. Join this interactive session to
discuss what current and future efforts are
underway to unlock everyday dollars for
social good. Leave with actionable next steps
on how to engage non-accredited investors,
colleagues, and friends in voting with their
dollars.
Rehana Nathoo / Spectrum Impact
Dorrit Lowsen / Change Finance
Yuliya Tarasava / CNote
Jake Raden / Swell Investing

SCHEDULE 43
 FIREHOUSE
BEYOND THE SIB: NEW APPLICATIONS FOR OUTCOMES-
BASED FINANCING
12:15 pm - 1:15 pm
Outcomes-Based Financing (OBF) has expanded beyond SIBs
to incorporate many new innovative financing mechanisms.
Join a group of practitioners in a working session to evaluate
projects with OBF tools, including impact measurement and
data alignment. You’ll have the opportunity to focus on a
specific issue area and learn how to bring elements of OBF
into your work. Together, we will walk through the OBF
decision-making process and mock feasibility studies in an
energetic working session.
Elly Bringaze / Social Finance
Jake Segal / Social Finance
Linda Li / Social Finance
Annie Chor / Social Finance
GETTING HANDS-ON WITH BLOCKCHAIN: A
WORKSHOP!
1:30 pm - 2:30 pm
We’ve all heard a lot about the blockchain hype, but what
exactly is “the blockchain?” And how do you develop a good
use case? Join us for an interactive workshop in which you
will work with blockchain experts to test your ideas on how
the technology may address social problems. Learn by doing.
No experience required!
Jon Lewis / ConsenSys Social Impact
Ian Lee / IDEO CoLab
Moses Icyishaka / Access Ventures
Subhashish Bhadra / Omidyar Network
TJ Abood / Access Ventures
COLLECTIVE VOICES BEYOND #METOO: SESSION 1
2:45 pm - 3:45 pm
This session will be an interactive workshop on proximity
and power facilitated by Conveners.org and will abide by
Chatham House rules. Participants will break off into small
groups to process, reflect, and share incidents when they
felt they did or did not have power and incidences of sexual
harassment or assault in the social entrepreneur/impact
investing space. It is important to share stories from the
participant’s personal journey to ground and emphasize the
lived experience.
Avary Kent / Conveners.org
DEAL DESIGN WITH THE REFUGEE INVESTMENT
NETWORK: A STRUCTURING WORKSHOP FOR NORTH
AMERICA, THE MIDDLE EAST, AND AFRICA
4:00 pm - 5:30 pm
In this facilitated workshop, come ready to roll up your
sleeves and step into the frontier of refugee and forced
migration investing. Working together with deal sponsors
and facilitators, participants will advance live deals in three
different displacement and regional contexts, exploring
blended finance mechanisms, creative partnerships, and
pathways to overcoming challenges inherent in a new
44 SOCAP18 OCT. 23-26, 2018
investment landscape. Topics covered will include micro-
finance, digital and energy access, water, blended finance,
Joanne Edelman / Refugee Investment Network
Tim Docking / Refugee Investment Network
Premal Shah / Kiva
Seth Hoedl / Post Road Foundation
John Morris / Good Capital Project
Thursday, October 25
NATIVE WEALTH CREATION STRATEGIES:
ENTREPRENEURSHIP AND COMMUNITY FUNDING
MODELS
9:00 am - 10:00 am
This panel will highlight innovative, Indigenous-
led companies that are engaging in or supporting
entrepreneurship models to build individual and community
assets. Utilizing a mixture of financing agents (public, private,
debt), this panel will showcase the vast opportunities and
successes that Native leaders and trendsetters have achieved
to build and to revitalize the entrepreneurial spirit within the
U.S. for Native people and Tribal communities.
Chrystel Cornelius / First Nations Oweesta Corporation
Robin Puanani Danner / Homestead Community Development
Corporation
Fern Orie / Wisconsin Native Loan Fund
Dawn Sherman / Native American Natural Foods
Mike Hodson, Native Hawaiian / WOW Tomato Farm
MARKETING AND BRANDING FOR SOCIAL IMPACT
ORGANIZATIONS
10:15 am - 11:15 am
When your mission drives every decision you make,
gaining a competitive advantage requires articulating and
communicating your impact. This panel of experts from the
worlds of marketing, branding, video, content marketing,
social media, and campaign strategy will share today’s best
practices for effective, authentic digital communications
for mission-driven businesses, from startups to established
enterprises operating multi-million dollar campaigns. The
group will offer tactical strategies, tips, and campaign
examples for both small and large organizations.
Justin Belleme / JB Media Group
Emily Allbritten / Athleta
Anthea Kelsick / B Lab
Thomas Cumberbatch / Godzspeed Communications
Heather Watkins / Better Impact Marketing
 INVESTMENT OPPORTUNITY FORUM: RACIAL
EQUITY LENS
11:30 am - 12:30 pm
Your organization has committed to deepening its
understanding and its goals when it comes to racial equity.
Along this journey, how do these commitments show up
in impact investing deals and decisions? This fast-paced
session will highlight deals from foundation investors actively
integrating racial, equity, inclusion, and diversity into their
practices. Dynamic presentations by investor-investee pairs
will share details on their processes, on their lessons learned,
and on their successes in their investing, followed by an
interactive Q&A session.
Erin Harkless / Cambridge Associates
Andrew Brower / W.K. Kellogg Foundation
Ray Waters / Detroit Development Fund
Sayer Jones / Meyer Memorial Trust
Nitin Rai / Elevate Capital
Elizabeth Garlow / Lumina Foundation
Melvin Hines / Uprise
Daryl Shore / Prudential Financial
STRUCTURAL INNOVATIONS FOR MISSION-
DRIVEN COMPANIES
3:15 pm - 4:15 pm
Entrepreneurs are increasingly dissatisfied with the limited
corporate structures available for mission-driven companies.
A handful of innovative business owners, lawyers, and
consultants have been innovating new structures that
allow companies to weave mission into the fabric of their
company. Leveraging existing laws, these new vehicles —
including employee ownership trusts, purpose trusts, and a
range of non-voting financing instruments — are redefining
governance and ownership.
Melissa Hoover / Democracy at Work Institute
Sushil Jacob / Tuttle Law Group
Derek Razo / Purpose Ventures
Bruce Campbell / Blue Dot Advocates
Susan Halevi / Steiker, Greenapple & Fusco, P.C.

THE ROLE OF PHILANTHROPY IN FOSTERING

WORKER OWNERSHIP
12:45 pm - 1:45 pm
Grants from foundations and corporations have catalyzed
multiple scale-oriented, worker ownership development
projects serving low-wage workers and communities of color.
In this panel, funders who have invested in worker ownership
initiatives discuss their perspective on how this developing
field can create meaningful impact for their constituent
communities.
Andrea Armeni / Transform Finance
Robin Varghese / Open Society Foundations
Jasmine Thomas / Citi Community Development
Mariah McPherson / New Belgium Family Foundation
Jeanne K. Wardford / W.K. Kellogg Foundation

COLLECTIVE VOICES BEYOND #METOO:

SESSION 2
2:00 pm - 3:00 pm
Building off of the small group conversations in
Session 1, this interactive panel will give attendees
the chance to bring their ideas on behavioral norms
in the social entrepreneur and impact investing
ecosystem and to discuss how we might develop,
adopt, communicate, and abide by these norms. The
session will conclude with a comprehensive panel
discussion around the controversial topic of restorative
justice in this industry.
Avary Kent / Conveners.org
Ayla Schlosser / Resonate
Thane Kreiner / Miller Center for Social Entrepreneurship
Stephanie Dodson / Draper Richards Kaplan Foundation
Jess Ladd / Project Callisto
Anika Warren / DRK Foundation

SCHEDULE 45
 FIREHOUSE
INVESTING WITH INTENTION AND IMPACT IN THE
FOOD SYSTEM
4:30 pm - 5:30 pm
How can access to healthy food help ignite broader
community change? The Michigan Good Food Fund, a $30
million private-public loan fund, is working to improve racial
and social equity through investment in food systems in
underserved communities. Learn about how sector-specific
scorecards quantify social impact across five focus areas,
allowing for more accurate, up-front impact scoring and
improved outcomes and accountability of investments.
Olivia Rebanal / Capital Impact Partners
Emilie Engelhard / Fair Food Network
46 SOCAP18 OCT. 23-26, 2018
Friday, October 26
BUILDING THE TEAM BEHIND THE
ENTREPRENEUR
9:00 am - 10:00 am
Entrepreneurs and investors don’t build great companies;
their teams do. In this session, we’ll explore best practices
that accelerators and investors can and should take to ensure
that entrepreneurs are building the strongest possible teams,
being intentional about organizational culture, and building
processes and systems that will result in success. We’ll also
explore how investors and accelerators can best support this
vital, often overlooked task.
Krishna Sridhar Murthy / Sattva Consulting
Kate Cochran / Upaya Social Ventures
Maria Lynne Dayton / Transterra Media
Mark Horoszowski / MovingWorlds.org
LEADERSHIP DEVELOPMENT FOR CAPACITY
BUILDING IN THE SOCIAL SECTOR
10:15 am - 11:15 am
For social impact organizations, the value of capacity-
building through leadership development is often
overlooked. However, leadership development is a critical
component in growing a successful organization. This session
will explore the benefits of investing in leaders to better
understand their skills, work on their reactive tendencies,
and boost their confidence. When done effectively, the
organizations will see growth, improved innovation, better
employee engagement, and greater impact.
Jane Finette / The Coaching Fellowship
Sheila Warren / World Economic Forum
Cher Jacques Braden / Kiva
Elise Falcone Rankin / Blue Sequoia Consulting and Coaching
WOMEN LEADING SOCIAL ENTERPRISES
11:30 am - 12:30 pm
This session will feature women leaders of industry disruptive
social enterprises focused on impact. Both entrepreneurs
and intrapreneurs, the speakers will detail their journey to
creating new social business ventures, describe the financial
and impact measures their business’ prioritize, and outline
their insights into financing structures and the emotional
resilience it takes to endure the early start up years as well
as in planning for future growth.
Taryn Bird / On Purpose Kate Spade New York
Molly Hayward / Cora
 GALLERY 308
Wednesday, October 24
MOBILITY AND EQUITY
8:30 am - 9:30 am
Cities are our best engines for economic opportunity and
advancement, but just living in a city is insufficient if you can’t
get to the opportunities. Learn how transportation equity can
reduce unemployment, poverty, and other issues affecting
underserved communities. Our panelists will discuss the
need and opportunity for connecting people to better jobs,
schools, and resources through transit-oriented development,
investments in mobility infrastructure, and urban planning
that intentionally incorporates equity as a goal.
Reuben Teague / Prudential
Micah Weinberg / Bay Area Council Economic Institute
Julie Lein / Urban Innovation Fund
Cynthia Wong / Bay Area LISC
Calvin Gladney / Smart Growth America
FAILING FORWARD
9:45 am - 10:45 am
Sometimes we fail. And sometimes we fail in a big way. Hear
from those brave enough to share the hardest lessons they
have learned from failure in both their investments and their
organizations. This candid discussion will help everyone “fail
forward”, learn from one another, and avoid the same pitfalls.
No judgment allowed.
Stephanie Nieman / SJF Ventures
Geoff Eisenberg / Ecosystem Integrity Fund
Greg Neichin / Ceniarth
Alan Kelley / SJF Ventures
Hope Mago / HCAP Partners
Heidi Patel / Rethink Impact
CORPORATE VENTURE CAPITAL + IMPACT
11:00 am - 12:00 pm
Join Corporate Venture Capital (CVC) arms as they discuss
the growing trend of corporates engaged in impact investing.
These investors will share their different motivations and
approaches to strategic impact investments — how they
are balancing risk, financial returns, and impact objectives.
Hear a discussion about why they think these investments
can benefit not only a corporation’s bottom line, but also
the customers they serve and the communities in which they
operate.
Claudine Emeott / Salesforce Impact Fund
Moses Choi / Orange Silicon Valley
Lesley Marincola / Angaza
Joe Speicher / Autodesk Foundation
Robert Wells / GE Business Innovations
JOURNEYS IN RACIAL EQUITY: FROM RACE NEUTRAL
TO A RACIAL EQUITY AND INCLUSION LENS
12:15 pm - 1:15 pm
How does an organization move from race neutral to one
with a racial equity and inclusion lens? This session will
focus on the journey stories from multiple organizations with
impact strategies deliberately using a racial equity lens. Hear
about the critical role leadership and boards play in evolving
to challenge and change institutional policies and power
dynamics. We’ll explore how the process started, why the
challenges arose, and what these organizations are learning.
Demetric Duckett / Living Cities
Nadia Brigham / W.K. Kellogg Foundation
Christine Looney / The Ford Foundation
Marcos Gonzales / Vamos Venture
SCHEDULE 47
 GALLERY 308

SOCIAL INVESTMENT OPPORTUNITIES WITH Dr. Agnes Binagwaho / University of Global Health Equity
INDIGENOUS COMMUNITIES Pauline Mbayah / African Enterprise Challenge Fund
1:30 pm - 2:30 pm James Thuch Madhier / The Rainmaker Enterprise
Indigenous communities offer some of the best opportunities
for socially responsible investors looking to grow innovative,
community responsive projects and products. Indian Country Thursday, October 25
— while offering a myriad of diverse opportunities — can
often be a confusing place. Attendees will gain an overview TRANSFORMING REAL WORLD INDUSTRIES IN THE
of Indian Country including opportunities and insight into DIGITAL AGE
successfully navigating tribal relationships. Examples of 9:00 am - 10:00 am
successful collaborations in renewable energy, healthcare In the last 25 years, we’ve seen the rise of digital in the digital
management, economic development, tourism, joint ventures, world. In the next 25 years, we’ll see the rise of digital in the
and food systems will be discussed. non-digital world. In order to transform traditional real-world
Michael Johnson / Native American Rights Fund industries such as education, healthcare, and construction,
Dave Archambault II / First Peoples Investment Program companies will need to take a different approach to building
Lacey A. Horn / Cherokee Nation successful businesses. This panel will discuss how companies
Carla Fredericks / First Peoples Investment Program need to rethink everything from organizational design to
Donald M. Ragona / Native American Rights Fund product development processes to fundraising.
Chrystel Cornelius / First Nations Oweesta Corporation Kanyi Maqubela / Kindred Ventures
Andrew Rodriguez / Change Finance Max Ventilla / AltSchool
Tracy Young / PlanGrid
INNOVATIONS AND INVESTMENTS IN CIRCULAR Adrian Aoun / Forward
FASHION
2:45 pm - 3:45 pm
The fashion industry is an extractive and highly toxic
model that needs to shift. This session will explore the
growing innovations and investments surrounding
circular fashion. Circular fashion is a solution that
is restorative and regenerative by design. Thought
leaders will aim to redefine how fashion products
are designed and produced from molecule up to
build a truly circular economy. We’ll discuss highly
collaborative initiatives such as Fashion for Good that
are cleaning up the industry!
Scott Leonard / Indigenous
Dimple Sahni / Anthos
Isabelle Laurencin / Plug and Play
Karla Moore / Alante
Lewis Perkins / Apparel Institute
Milos Ribic / Adidas

WOMEN’S ENTREPRENEURSHIP: THE KEY TO

REDUCING POVERTY IN SUB-SAHARAN AFRICA
4:00 pm - 5:00 pm
According to the Global Entrepreneurship Monitor,
Sub-Saharan Africa has the highest rate of female
entrepreneurship globally, with approximately 26%
of female adults engaged in entrepreneurial activity.
However, due to several gender-specific challenges,
the African Development Bank estimates a $20B
financing gap for African women, causing the growth
of these businesses to suffer. This panel will asses
these challenges, consider solutions to address them,
and discuss the potential social and financial returns
of investing in women entrepreneurs.
Liz Grossman / Baobab Consulting

48 SOCAP18 OCT. 23-26, 2018

 BIG DATA AND TRANSPARENCY
10:15 am - 11:15 am
While recent scandals have brought big data into the
forefront in negative ways, the reality is that the ever-
increasing ability to collect and manage large amounts of
data is changing the way we do just about everything. When
used well, big data has the potential to solve big problems.
Join us as we explore existing technologies to harness big
data for good and how investors can use this information to
better inform their decisions.
Erika Karp / Cornerstone Capital Group
Antwi Akom / Streetwyze / UCSF and SFSU Social Innovation
Lab
Timothy Morey / Frog Design
Sonia Katyal / Berkeley Law School, Center for Law and
Technology
INVESTING IN LOCAL ENTERPRISES FOR RACIAL
EQUITY
11:30 am - 12:30 pm
In communities across the country, leaders are adopting
multiple approaches to build and then reinvest wealth
locally — through cooperative ownership, minority-focused
investment, community-empowered development, and
authentic explorations of what it looks like to distribute
wealth and power equitably. This session focuses on the
communities and leaders driving replicable strategies that
recognize the urgent moral, economic, and ecological
imperative to share and redirect capital and to promote
collective well-being and social equity.
Rodney Foxworth / BALLE (Business Alliance for Local Living
Economies)
Mariela Cedeño/ Mandela Market
Nwamaka Abgo / Nwamaka Agbo Consulting
Ingrid Jacobson / ICA-Fund Good Jobs
Allen Woods / Mortar
INVESTING IN THE CIRCULAR ECONOMY: UNLOCKING
BILLIONS IN OPPORTUNITY
12:45 pm - 1:45 pm
By harvesting value from waste, reducing waste in new
products, and designing for reuse, companies participating in
the circular economy are building profitable business models
that create financial value and minimize resource extraction.
Circular economy experts and investors with allocation in
this sector across several asset classes share the basics of
circular economy, the scale of this multi-billion investment
opportunity, and how to assess the social, environmental, and
financial impact of circular economy.
Ellen Martin / Closed Loop Partners
Jennifer Signori / Neuberger Berman
Emily Landsberg / Ultra Capital
ENABLING INVESTMENT OPPORTUNITIES IN
NATIVE AMERICAN COMMUNITIES
2:00 pm - 3:00 pm
Considerable untapped resources exist within the broad
swaths of mostly rural, often remote land that Native
Americans call “Indian Country”. Join this wide-ranging
discussion about investing in Indian Country. The discussion
is grounded in examples of investments into Indigenous-
led initiatives, new tax incentives, and education for
entrepreneurs. This session will explore the competitive
advantages of investing in tribal, government-owned
businesses.
Valerie Red-Horse Mohl / Investors’ Circle-Social Venture
Network (IC-SVN)
Jennifer Devere Brody / Center for the Comparative Study of
Race and Ethnicity
Teresa Dunbar / Manchester Capital Management
Heather Dawn Thompson / Greenberg Traurig LLP
Carla Knapp / Penobscot / Boys & Girls Club of America
WHAT WILL IT TAKE: MEN AS ALLIES IN GENDER
EQUALITY
3:15 pm - 4:15 pm
A long overdue conversation about sexual harassment
and the larger issue of how to harness the full potential of
women in the workplace is at a tipping point. Women and
men are working in solidarity to advance gender equality,
prevent men’s violence against women, and change outdated
paradigms in the business/entertainment world and beyond.
Come learn and discuss how investors and corporations can
shift workplace culture to one of respect, equity, and value
for all.
Marianne Schnall / What Will it Take Movements
Adrienne Becker / Level Forward
Ted Bunch / A CALL TO MEN
Mauricio Mota / Wise Entertainment
RENEWABLES IN AFRICA: FROM TALK TO ACTION
4:30 pm - 6:00 pm
Over 600 million Africans are living without electricity, with
stunted economic development, and without access to clean
water, health, and education across the continent. While the
number of renewable energy funds has increased, actual
investment in infrastructure is minimal, and the processes
are cumbersome and slow. It’s time to galvanize the financial
community to answer this urgent need. This session will
explore practical, immediate steps we can take to radically
increase investment in renewable energy in Africa.
Aryeh Green / Gigawatt Global
Lisa Jordan / Shine
Morgan Simon / Candide Group
Rick Needham / The Rise Fund
Jim Pass / Guggenheim Partners
Jo Opot / Acumen
Matt Patsky / Trillium
SCHEDULE 49
 GALLERY 308

Friday, October 26 Dr. Michele Barry / Stanford University

THROWING VC TO THE WIND: BLENDED FINANCE
MODELS FOR INDIGENOUS COMMUNITIES
9:00 am - 10:00 am
There is not one venture capital approach that will
holistically raise up the next generation of social innovators,
particularly those born from a value system that champions
holism and sustainability. This panel will highlight the range
of blended finance structures that support Indigenous models
of change, helping to transcend intergenerational poverty
and build momentum towards regional and national equity.
The discussion will feature the sophistication and next level
thinking of those “doing the work”.
Audrey Selian / Artha Networks Inc.
Shaun Paul / Ejido Verde
Jeff Bowman / Mohican / Bay Bank
Nick Tilsen / Oglala Lakota / NDN Collective
Chrystel Cornelius / First Nations Oweesta Corporation
HEALTHCARE IN AFRICA: BLENDING THE OLD WITH
THE NEW
10:15 am - 11:15 am
Healthcare services in Africa, both primary care and medical
specialties, have primarily come through the state or NGOs.
But recent entrepreneurial efforts have sought to overcome
delivery barriers by leveraging innovative approaches and
technology applications. How these new players integrate
with existing healthcare systems and the organization’s
managing them will define the African healthcare ecosystem
to come. This panel brings together practitioners from
both sides of this equation to discuss the future of African
healthcare.
Jacob Zannou / Z-VALLEY SARL
Dr. Matthew Bonds / PIVOT Health
Dr. Agnes Binagwaho / University of Global Health Equity
BUILDING SCALE WITH QUALITY IN THE
EDUCATION SECTOR
11:30 am - 12:30 pm
For education entrepreneurs to build the capacity to reach
students at scale, they need people, processes, systems,
and capital. What are the experiences of leading education
investors, along a continuum of investment strategies, in
building capacity and driving solutions to scale? Does a
social impact investment or measurement strategy make a
difference? This session provides case studies — through
specific investments and portfolio-building initiatives — in
building scale with quality in the education sector.
Matt Greenfield / Rethink Education
John Rogers / The Rise Fund
Tory Patterson / Owl Ventures
Vivian Wu / Chan Zuckerberg Initiative
Amy Klement / Omidyar Network

50 SOCAP18 OCT. 23-26, 2018


GALLERY TENT
Wednesday, October 24
TOOLS FOR SCALING SOCIAL VENTURES
8:30 am - 9:45 am
Investors, donors, entrepreneurs, and NGOs all share an
interest in scaling successful social ventures. In this workshop,
we will present resources for how to design and execute
successful scaling strategies, including tools for adaptation
and replication, capacity-building resources, and communities
of practice on the topic. The workshop facilitators will share
lessons learned across various sectors, and attendees will
discuss their favored resources, needs, and interests.
Whitney Adams / CARE’s Scale X Design Accelerator
Marina Kaneko / Spring Impact
Abby Mackey / Solar Sister
Neal Harrison / Miller Center for Social Entrepreneurship,
Santa Clara University
DISRUPT YOUR DUE DILIGENCE PROCESS
FOR EQUITY
10:00 am - 11:15 am
There is much talk about the value of investing in diverse
entrepreneurs; however, many of these opportunities are
getting stuck in the pipeline. While business support and
mentoring are key factors, many traditional due diligence
processes are excluding entrepreneurs of color. This highly
interactive, resource-rich workshop will demonstrate a
collaborative and integrated capital approach, modeling
underwriting, due diligence, and a credit committee process
grounded in examples. Come prepared with your questions.
Howard Walters / W.K. Kellogg Foundation
Rani Langer-Croager / Uptima Business Bootcamp
Annie Mcshiras / Self-Help Credit Union
Nina Robinson / The Runway Project
HELPING ENTREPRENEURS TAP INTO OPPORTUNITY
ZONES TO BUILD JOBS AND COMMUNITY
11:30 am - 12:15 pm
The Opportunity Zones (OZs) provision in the new tax bill
is estimated to generate up to $6 trillion in investment.
How can we ensure this investment benefits underserved
entrepreneurs? Learn how small business lenders and
investors can receive capital from Opportunity Funds--
including who’s developing the funds and how they measure
ROI. Walk away knowing how underserved communities can
get their voices heard and ensure OZs reach their potential to
create lasting and meaningful change.
Kristine Michie / Accion
Jeremy Keele / Maycomb Capital
Rachel Reilly / Enterprise Community Partners
Jeff Kraft / OEDIT, State of Colorado
Maria Dayton / Transterra Media
Ross Baird / Village Capital
John Lettieri / Economic Innovation Group
Clarence McAllister / Fortis Networks
Throughout SOCAP18, the Gallery Tent will host workshops
on a variety of topics for attendees to roll up their sleeves
and participate in a more interactive format. These sessions
run 75 minutes.
IMPACT INVESTING IN AFRICA: A MODERATED HOW-TO
1:00 pm - 2:15 pm
How can Africa-focused investors and their investees
make sure investments go smoothly and have impact? Best
practices for foreign impact investment into Africa are
still being written. Hurdles tend to arise because each side
has different goals, needs, desires, hidden viewpoints, and
unspoken concerns that are never addressed. What would
each side have wanted the other to know in hindsight? This
will be a masterclass on critical success factors for impactful
investment in Africa.
Barbara Iyayi / Lateral Capital
Rob Eloff / Lateral Capital
Obi Emetarom / AppZone Group
NEXT ECONOMY PHILOSOPHY SALON
2:30 pm - 3:45 pm
A salon is a gathering of people in the home of an inspiring
host, typically linked to literature, art, or discussion. This
salon will discuss ideas around the next economy — one
based on human flourishing within the limits of a thriving
natural world. We will ask what type of economy we want to
create, how capital can help create it, and which new ideas
and policies we need to get us there.
Daniel Madhaven / Impact Investment Group
Lital Slavin / Beyond
Danny Almagor / Small Giants
BUILDING AN IMPACT PORTFOLIO
4:00 pm - 5:30 pm
During this workshop, participants will build their own
impact investing portfolio by choosing from a set of 200
actual loans from Root Capital’s portfolio, based on the
expected impacts, financial risks, and returns of each loan.
Afterwards, participants will learn whether the portfolios
they constructed achieve the desired impact and financial
goals, and experts from several impact investing funds will
provide commentary and feedback. Participants are asked to
bring their laptops.
Michael McCreless / Root Capital
Catherine Dun Rappaport / BlueHub Capital
Kelly Peterson / Northern California Community Loan Fund
Loic Comolli / NESsT
Katya Levitan-Reiner / Propel Capital
Thursday, October 25
FRAMING IMPACT THROUGH A SYSTEMS LENS: AN
ACTION-ORIENTED APPROACH
9:00 am - 10:15 am
Our natural ecosystem is a highly complex web of interacting
systems and species. To meet the global challenges before us,
we must break free from our silos and muster the creativity
and courage required to solve the complex challenges before
us. Kick start your systems impact agenda with on-the-ground
SCHEDULE 51
 GALLERY TENT
insights on why systems-thinking matters and with practical
tools for impact. The session will be interactive, allowing for
the cross-pollination of ideas, thoughts, and perspectives.
Ryan Honeyman / Lift Economy
Susan Fairchild / Green Canopy
Jane Reisman / Jane Reisman PhD
Kevin Bayuk / Lift Economy
Nwamaka Agbo / Nwamaka Agbo Consulting
BREAKING THE PARADIGM OF THE 10X RETURN
10:30 am - 11:45 am
The rarity of exits indicates that the traditional venture
model for seed investments is not the right fit for most impact
startups. Meanwhile, other investment structures exist that
can achieve desired returns without relying on 10x exits. How
do we shift the paradigm from investing for exits to revenues?
This hands-on workshop will provide evidence that this new
investment strategy works, and it will demonstrate how it can
be executed effectively.
Morgan Simon / Candide Group
Luni Libes / Fledge
Andrea Armeni / Transform Finance
Aner Ben-Ami / Candide Group
Rodrigo Villar Esquivel / New Ventures Mexico
Jenny Kassan / Jenny Kassan Consulting
52 SOCAP18 OCT. 23-26, 2018
A HANDS-ON INTRODUCTION TO THE WORLD OF
OPPORTUNITY ZONES AND OPPORTUNITY FUNDS
12:00 pm - 1:15 pm
Investment capital flooding into Opportunity Zone taxhavens
has the potential to rapidly displace communities and create
outcomes inconsistent with local goals. This workshop will
focus on actionable strategies to ensure this capital works to
create inclusive, vibrant, and resilient neighborhoods. We will
break into small groups to evaluate both rural and urban OZ
investment scenarios and discuss how they can achieve social
and environmental objectives alongside investor returns.
Molly McCabe / HaydenTanner, LLC
Aaron Fairchild / Green Canopy
CREATIVE TENSIONS: INVESTMENT & IMPACT
1:30 pm - 2:45 pm
Creative Tensions is a format for collective conversation
in which participants reveal where they stand on an issue
by where they stand in the room. It demonstrates three
fundamental concepts of human-centered design — empathy,
curiosity, and optimism. This Creative Tensions exercise will
explore the many vantage points of impact investing and
identify areas of tensions within the industry. The exercise
will be followed by a panel discussion highlighting key
insights and takeaways.
Shalu Umapathy / IDEO.org
Mara Bolis / Oxfam America
Pamela Roussos / Miller Center for Social Entrepreneurship
Luan Nio / IDEO.org
Jessica Jones / University of Colorado Boulder
Kelly McCarthy / The GIIN
Liz Diebold / Skoll Foundation

CREATIVE WORKSPACES AND QUALITY JOBS

3:00 pm - 4:15 pm
The Creative Economy is a source of quality jobs for low
income workers. Learn about how impact investment is
financing the spaces in which artists and designers are
starting and growing businesses. This interactive workshop
will share tips from CDFIs, impact real estate funds, and
mission-driven partners using impact capital to ensure that
the Creative Economy is inclusive, equitable, and sustainable.
Laura Callanan / Upstart Co-Lab
Moy Eng / CAST
Sam Marks / LISC NYC
Brian Murray / Shift Capital

TRANSFORMING THE BUILT LANDSCAPE LEGACY

4:30 pm - 6:00 pm
Gentrification and absentee ownership are but two of
a myriad of issues confronting both rural and urban
REVITALIZING SMALL TOWNS: INNOVATIONS WITH
communities globally. Join our workshop to explore
GOVERNMENT
strategies and tools, through stories and experiential
10:15 am - 11:15 am
learning, that can get activist communities to the table to
How can small investments in the main streets and
be partners in transforming their built landscape legacy to
downtowns of rural America catalyze big improvements?
better serve their communities.
Hear from four smalltown leaders on how their organizations
Lisa Kleissner / KL Felicitas Foundation
are leveraging planning resources and federal financing
Noni Session / East Bay Permanent Real Estate Cooperative
to revitalize their local economies and environments. The
Kate Murray / Soul & Zest Impact Management Consulting
panelists will discuss how location, policies, and partnerships
Carl Palmer / LegacyWorks Group
matter to stimulate innovative financing in distressed
Butch Kronlund / Coast Property Owners Association Big Sur
communities, and they will showcase successful examples
Danny Almagor / Small Giants
from a unique partnership between US EPA and USDA.
Kristin Siegel / Toniic Institute
Chitra Kumar / EPA
Dario Parziale / Toniic Institute
Andy Salmons / Field Guide Digital
Enoch Elwell / CO.STARTERS
Friday, October 26 Christina Cooper / Delaware Nation
Ambrea Marshall / Delaware Nation
Alice Ewen / USDA Forest Service
LESSONS IN FUNDING FROM GROWING A 20-YEAR-OLD
SOCIAL ENTERPRISE
INVESTING FOR IMPACT IN BLOCKCHAIN
9:00 am - 10:00 am
11:30 am - 12:30 pm
In this fireside chat, Randy Paynter, Founder & CEO of Care2,
Everyone has heard of cryptocurrencies, token launches,
will discuss the variety of investment types he’s considered
and all of the crazy money exploding into the blockchain
over twenty years of growing his profitable Silicon Valley
scene. As impact investors, you may be wondering how to
social enterprise. From angel investment to equity-based
understand opportunities and their fit with your value set.
crowdfunding, he’ll share key lessons he’s learned from
Further, you may be confused on how best to invest into such
each experience. He’ll also discuss how Care2 built its
a nontraditional ecosystem. Expert investors working in the
sustainable business model, a model that has allowed for the
space are here to discuss!
reinvestment of over $160 million into the business from its
TJ Abood / Access Ventures
very own revenues.
Ian Lee / IDEO CoLab
Randy Paynter / Care2
Michael Sidgmore / Broadhaven Capital
Ulara Nakagawa / Elephants in Japan
Tyler Spalding / Flexa

SCHEDULE 53
 SOUTHSIDE THEATER

Wednesday, October 24 INNOVATIVE INVESTMENT STRUCTURES FOR

WHAT TO EXPECT WHEN YOU ARE EXPECTING:
IMPACT EXITS
8:30 am - 9:30 am
Not all exits are alike. Beyond the initial financial returns,
exits can have long-term implications for investors,
entrepreneurs, and impact of the companies involved. In this
panel, leading fund managers will discuss various lessons
learned from their years of impact investing experience. You
will learn not only what to consider when negotiating exits,
but also what to expect in the weeks, months, and years after
the closing documents are signed.
Sky Lance / SustainVC
Stephanie Nieman / SJF Ventures
Brian Dixon / Kapor Capital
Kate Storey / Renewal Funds
INNOVATIVE BUSINESS MODELS
9:45 am - 10:45 am
The lines are blurring between nonprofits with scalable
revenue models and for-profit social enterprises; traditional
investment structures are proving inadequate for many of
these innovative businesses. It is, therefore, more important
than ever for investors and investees to work collaboratively
to understand each other’s needs. This panel will explore
challenges, opportunities, and case studies in creating
investment and entity structures intended to both prioritize
the integrity of enterprises’ missions and maximize impact.
Stu Fram / RSF Social Finance
Marty Pickett / Rocky Mountain Institute
Matt Evans / WattTime
Nicole Etchart / NESsT
Neil Yeoh / Echoing Green

54 SOCAP18 OCT. 23-26, 2018

 TRANSFORMING LANDSCAPES: FROM INNOVATION
TO SCALE
11:00 am - 12:00 pm
Demand for food, fiber, and fuel continues to grow,
putting increased pressure on land. This demand results
in significantly increased greenhouse gas emissions
and is accelerating climate change. At the same time, a
growing solution set of business models exists that enable
the protection and sustainability of forests. Join us for a
discussion on how to create an ecosystem that will allow for
these innovative businesses to thrive.
Laurie Spengler / Enclude
Belinda Morris / The David and Lucile Packard Foundation
Taryn Goodman / The Nature Conservancy
MaryKate Bullen / New Forests
Sheikh Noor Ullah / Acumen 4:00 pm - 5:30 pm
ARTISTS ARE INVESTORS, PART 1: MOVEMENT
BUILDING AND COMMUNITY ASSET DEVELOPMENT
12:15 pm - 1:15 pm
This lively session is one of two conversations that will bring
to life models across the country, models that embrace artists
as investors who build measurable value in communities,
leading to real, shared prosperity. New initiatives in
action consider the value of assets of all kind and a more
equitable exchange of value. For this session, join artists and
community leaders to share models in action.
Hodari Davis / Young Gifted and Black
Anna Sergeeva / The Compliment Project
Clyde Valentin / Dallas Arts/Ignite
Ashara Ekundayo / Ashara Ekundayo Gallery
Judilee Reed / William Penn Foundation
Penelope Douglas / CultureBank
AFFORDABLE HOUSING AND NEIGHBORHOOD
TRANSFORMATION
1:30 pm - 2:30 pm
The affordable housing crisis has created a massive need
to build new units in nearly every city in America. But by
building affordable housing, we also have an opportunity
to look beyond the four walls of the building and into the
neighborhoods these buildings serve. Bringing together
leading voices in the industry, this session will focus on the
possibility of community transformation through affordable
housing, identifying best practices for maximizing impact
through these projects.
Yusef Freeman / PGIM Real Estate
Theodore Miller / HOPE SF
Esther Shin / Urban Strategies
Robin Zimbler / Freebird Development Company
VODAFONE AMERICAS MOBILE FAST PITCH
2:45 pm - 3:45 pm
It’s a tradition at SOCAP for Vodafone Americas Foundation
to bring mobile technology innovation from around the
world, driving a movement for social change at scale through
mobile technology solutions. See and hear cutting-edge
social entrepreneurs who leverage mobile technology,
presenting innovative solutions to some of the world’s most
pressing problems.
Zafer Elcik / Otsimo
Ruth Nabembezi / Ask Without Shame
Tori Samples / Leaf Global Fintech
Jin Lee / BabyNoggin
Lilian Makoi / Jamii Africa
Elizabeth Lee / OnlineSOS
Meena Palaniappan / Atma Connect
Aneri Pradhan / Envision Mobile
THE NEXT BIG IDEA: FOOD WASTE INNOVATION
DEMO DAY
With the $218 billion dollar issue of food waste becoming a
global priority, entrepreneurs and funders around the world
have taken notice. Join ReFED for an interactive demo day
featuring innovators who are at the forefront of tackling the
food waste challenge. Five impact-driven innovators will
pitch their projects in front of an expert panel of funders
who will serve as judges. Audience members will have the
opportunity to weigh-in and ask questions.
Ashley Miyasak / Pulp Pantry
Komal Ahmad / Copia
Tinia Pina / Re-Nuble
Grant Carlson / Ugly Juice
Jasmine Crowe / GoodR
Amanda Weeks / Industrial / Organic
Jorge Davy-Méndez / Kapor Capital
Patrick Sagisi / DBL Partners
Lisa Sebesta / Fresh Source Capital
Sydney Thomas / Precursor Ventures
Chuck Templeton / S2G Ventures
Rob Trice / Better Food Ventures
Thursday, October 25
LEVERAGING PUBLIC-PRIVATE PARTNERSHIPS TO SCALE
INNOVATIVE SOLUTIONS IN EMERGING MARKETS
9:00 am - 10:00 am
Innovative financing models that promote private investment
in emerging markets are essential to achieve sustainable
economic development. Yet, emerging markets by definition
are subject to higher default risks, macroeconomic volatility
and higher potential for destabilizing regulatory changes.
Learn how private sector companies are developing
innovative financing models like crowdfunding and
microlending to address the world’s most pressing challenges
and partnering with the public sector to scale their solutions
in the world’s most challenging environments.
David Bohigian / OPIC
Premal Shah / Kiva
SCHEDULE 55
 SOUTHSIDE THEATER
THE FINANCIAL COOPERATIVE: BUILDING A MORE JUST
AND REGENERATIVE ECONOMY
10:15 am - 11:15 am
The Financial Cooperative is an exciting new model that
gives the power of scaled capital to community-based
investing. This session will help attendees understand how
a democratically-controlled, networked financial commons
can facilitate a shift in ownership of productive assets back
to communities. Through interactive discussions, participants
in this session will be invited to explore topics on democratic
decision-making at the community level and on how investors
can promote radical inclusion that centers historically
marginalized communities.
Brendan Martin / The Working World
Kate Khatib / The Financial Cooperative/BRED
Ed Whitfield / The Fund for Democratic Communities
Vivian Yi Huang / Cooperation Richmond
HOW CHRISTIAN FAITH SHAPES THE PERSONAL AND
PROFESSIONAL JOURNEY IN IMPACT INVESTING
11:30 am - 12:30 pm
Many in the Christian investor community have yet to fully
embrace impact investing. This is partially due to a lack of
understanding of the effectiveness of impact investing to
do good as opposed to more traditional philanthropy and
partially due to a misinformed bias towards some the values
shaping the industry. In this session, leaders will share stories
of how their Christian faith has shaped their personal and
professional journeys in the impact investing industry.
Robert Kim / The Caprock Group
Gloria Nelund / TriLinc Global
Todd Johnson / iPAR
Bryce Butler / Access Ventures, Inc.
LINKING PHILANTHROPIC FUNDING TO IMPACT
PERFORMANCE: A CASE STUDY
12:45 pm - 1:45 pm
Join us for a discussion with the inventors and participants
of the first ever Impact Security deal. The Impact Security
represents a powerful new way to fund impact using a
standardized financial product that explicitly links capital
with impact. NPX developed the financial product to benefit
all three participants — nonprofits, donors and investors. The
first deal, benefiting nonprofit The Last Mile, launched in May
2018 and included 27 top philanthropists and foundations.
Tom Scott / The Nantucket Project
Lindsay Beck / NPX
Fred Blackwell / The San Francisco Foundation
Beverly Parenti / The Last Mile
Anna Pinedo / Mayer Brown
Scott Wu / Omidyar Network
56 SOCAP18 OCT. 23-26, 2018
HOW IMPACT INVESTING CAN HELP SAVE DEMOCRACY
3:15 pm - 4:15 pm
This election cycle, over $4 billion will be spent on campaign-
related activities. Where does all this money go, and which
investments really matter? Where can impact investors,
with our cross-sector thinking and creative use of capital,
play a role in the American electoral process? Hear from
investors working at the intersection of democracy, political
engagement, and investing as they lay out clear examples of
how to build a more robust democracy in 2018 and beyond.
Sarah M. Williams / Propel Capital
Julie Menter / New Media Ventures
Anna Fink / Amalgamated Bank
Tory Gavito / Way to Win
Sara Hudson / Investing in US
A USER’S GUIDE TO IMPACT INVESTING USING DONOR-
ADVISED FUNDS
4:30 pm - 5:30 pm
With $85 billion in assets under management and annual
charitable disbursements nearing $16 billion, donor-advised
funds (DAFs) have grown tremendously. Savvy donors
use DAFs to make traditional grants with no expectation
of financial return and traditional investments with no
expectation of impact. But DAFs also support impact
investments across asset classes that deliver on charitable
missions while providing a financial return. This session
highlights the nuances of using DAFs to execute an array of
impact investing strategies.
Sarah Kearney / PRIME Coalition
Ryan Macpherson / Autodesk Foundation
Liesel Pritzker-Simmons / Blue Haven Initiative
Ellen Remmer / The Philanthropic Initiative
Jimmy Ellis / Ellis Family Fund
 Friday, October 26
TELLING COMPLEX IMPACT STORIES THAT RESONATE
9:00 am - 10:00 am
How can we create data-driven impact stories that can satisfy
and motivate investors and are rich enough to do justice to
the communities they serve? Most measurement frameworks
fail to address the complexity of entrenched social problems
that have defied traditional problem-solving and decision-
making. This interactive panel brings together investors,
social innovators and impact researchers to share practical
advice on impact strategy, on storytelling, and on ensuring
line of sight between the impact goals of investors and
enterprises.
Jodi York / Asia Pacific Social Impact Centre, University of
Melbourne
Krzysztof Dembek / Centre for Social Impact
Andrea Armeni / Transform Finance
Carlyn James / ThinkPlace
Fiona de Korte / Broadreach Healthcare
Heather Grady / Rockefeller Philanthropy Advisors

THE ROLE OF DOCUMENTARY FILMS IN AMPLIFYING

SOCIAL IMPACT
10:15 am - 11:15 am
Join this session of award-winning women filmmakers, all
who have launched movements and created massive social
impact using their critically-acclaimed films as tools for
change. Short film clips will be screened, and subsequent
discussion will focus on the intersection between film and
social impact investment. How can these two sectors work
together to innovate and amplify impact?
Jennifer Steinman Sternin / Smush Films
Valerie Red-Horse Mohl / Red-Horse Native Productions
Tiffany Shlain / Let it Ripple
Lynn Waymer / KPJR Films
Marcia Jarmel / Patchworks Films

THE ROLE OF INTERMEDIARIES IN SUPPORTING THE

“MISSING MIDDLE”
11:30 am - 12:30 pm
The “missing middle” – small and growing businesses (SGBs)
in frontier and emerging markets - has a hard time raising the
appropriate capital needed to grow. How can intermediaries
help these companies prepare for investment and access
capital? What best practices are proving viable to support
the often high cost associated with SGBs raising capital? This
session will explore promising innovations that have the
potential to change the way SGBs are supported at scale.
Aun Rahman / World Bank
Jason Spindler / I-DEV International
Roeland Donckers / iungo capital
Viola Llewellyn / Ovamba Solutions
Nicola Mustetea / DFID

SCHEDULE 57
 BATS THEATER
Tuesday, October 23
CULTIVATING LOCAL IMPACT ECOSYSTEMS
1:45 pm - 2:45 pm
With increasing interest in place-based investing, what does
it take to cultivate a successful local impact ecosystem?
Which assets and institutions offer the most leverage for
social entrepreneurs to grow, thrive, and achieve meaningful
impact? Join a group of leaders from Philadelphia, Denver,
and Minneapolis-St. Paul who are working to advance their
cities’ place-based investing ecosystems. They will share
experiences and insights into everything from convening
community to implementing policy to catalyzing capital.
Ted Carling / Ecotone Analytics
Dr. Stephanie Gripne / Impact Finance and CO Impact Days
John Moore / ImpactPHL
Y. Elaine Rasmussen / Social Impact Strategies Group
THE CARDS ARE STACKED AGAINST BLACK AMERICA:
CHANGING THE GAME
3:00 pm - 4:00 pm
Is access to credit a civil rights issue that needs more
attention? Absolutely. The financial services system, as broad
and comprehensive as it is, creates experiences that are
highly variable for different people, especially individuals
and communities of color. Hear from fighters on the front
lines working hard to change that—from their positions in
investment, for-profit, and government.
Jotaka Eaddy / LendUp
Tishaura Jones / City of St. Louis, MO
Carolina Huaranca / Kapor Capital
Lilian Singh / Prosperity Now Racial Wealth Divide
Randall Woodfin / Mayor of Birmingham, AL
58 SOCAP18 OCT. 23-26, 2018
Wednesday, October 24
THE FUTURE OF BANKING FOR IMPACT
8:30 am - 9:30 am
There are 5,000+ banks in America. Most offer similar
products and services and have only minor differences in
fees and interest rates. The big difference between banks is
what they stand for and the impact they have. This discussion
will focus on what it means to be an impact bank, the role of
banks in politics, and how and why we all need to move our
money to ensure we are building a better world.
Penelope Douglas / Culture Bank
Keith Mestrich / Amalgamated Bank
UNLOCKING OPPORTUNITY: BREAKING BARRIERS FOR
PEOPLE WITH CRIMINAL RECORDS
9:45 am - 10:45 am
Seventy million or 1-in-3 Americans have some type of
criminal record. Even a minor record can be a life sentence
to poverty and can stand in the way of nearly every building
block of economic security. Join us for this intimate, in-depth
conversation about the lived experience of returning citizens
and the barriers they face in the larger context of racial
inequality. We’ll highlight investable solutions for building
equitable opportunities for people with criminal records.
Ellis Carr / Capital Impact Partners
Teresa Hodge / Mission:Launch
NO MORE INCREMENTALISM: FINANCIAL PRODUCTS
THAT DRIVE BOLD & MEASURABLE CHANGE
11:00 am - 12:00 pm
Traditional financial products/models are contributing
to today’s immense, structural economic inequality. How
do we build new products and paradigms that serve the
masses, undo racial and gender equity, and build an inclusive
economy? Naomi Klein says incremental options are no
longer available to us. We need big and bold change. In this
intimate conversation, hear from three female innovators
sharing solutions that address imbalances of power and work
to restore justice in our economic system.
Kat Taylor / Beneficial State Bank
Kesha Cash / Impact America Fund
Cat Berman / CNote
ACCELERATING GLOBAL DEVELOPMENT BY
EMPOWERING FEMALE FUND MANAGERS AND BY
INVESTING IN WOMEN
12:15 pm - 1:15 pm
The launching of women-led impact funds in recent years has
created an expectation of a broader view in the investment
decision-making process, as well as greater diversification of
social enterprises obtaining capital. This panel explores the
link between women-led impact funds, investment in gender-
inclusive social enterprises, and financial and impact results.
Members of this panel will provide the perspective of these
fund managers and their investors on the challenges and
opportunities, and they will offer constructive steps forward.
Dia Martin / OPIC
Maya Chorengel / TPG The Rise Fund
Bob Webster / Small Enterprise Assistance Funds (SEAF)
DATA-DIRECTING THE FLOW OF OPPORTUNITY
ZONES INVESTMENTS
1:30 pm - 2:30 pm
Opportunity Zones represent a potential boon to low-
income communities and impact investors alike. Zones can
receive unlimited capital inflows, while investors can reap
significant tax benefits. But where should investments be
targeted? In what communities can opportunity be grown
most responsibly? What role does big data play, and what
tools can avail investors to make the most prudent decisions?
Panelists in this session will discuss how data and technology
can target investments for equitable growth.
Lori Chatman / Enterprise Community Partners
Fran Seegull / U.S. Impact Investing Alliance
Frank DiGiammarino / Beeck Center for Social Impact &
Innovation at Georgetown University
Bruce Katz / New Localism Advisors
Melissa Jones / BARHII
RACE IN THE WRITERS ROOM: HOW HOLLYWOOD
WHITEWASHES THE STORIES THAT SHAPE AMERICA
4:00 pm - 5:30 pm
Who is shaping the stories we see and hear? What is narrative
change, and why is it so critical to advancing racial equity
and inclusion? How does narrative change show up in impact
investing movement? A lot of how we as individuals and
organizations are influenced, from the conversations we have
to the decisions we make, comes from TV shows, podcasts,
music, movies and school curriculum. These mediums
influence and push necessary conversations. This session will
feature speakers transforming the narrative.
Bird Runningwater / Sundance Institute’s Native American
and Indigenous Program
Mauricio Mota / Wise Entertainment

THE COCOA BLEND

2:45 pm - 3:45 pm
This session will discuss a unique approach to
implementing a financially viable agroforestry
system that regenerates the landscape, helps
farmers improve land tenure security, diversifies
farmer income, and enhances food security
and resilience to climate change. The project
will combine private sector financing for farm
renovation and rehabilitation with grant-funded
technical assistance. The discussion will also
cover advanced software and drone monitoring
systems to reduce execution risk.
Olga Gormalova / Sustainable Management
Services
Caleb Stevens / USAID
Robert O’Sullivan / Winrock International
Bruce Cameron / OPIC
Jeff King / The Hershey Company
Tafadzwa Chiganga / Meridia

SCHEDULE 59
 BATS THEATER
Thursday, October 25
THE POWER OF POLICY IN THE FIELD OF GENDER LENS
INVESTING
9:00 am - 10:00 am
Policies, initiatives, and activities within national
development and donor agencies can play a powerful role
in directing finance to further gender equality strategies.
What role does government policy play, both in driving
capital to gender-lens investing and in shaping the outcomes
of those investments? Learn how a variety of countries are
approaching this work and what more can be done to align
the goals and strategies of government and private sector
actors.
Patty Alleman / UNICEF
Joy Anderson / Criterion Institute
Loren Rodwin / OPIC
Stephanie Kimber / innovationXchange, Department of
Foreign Affairs and Trade
Pauline Mbayah / African Enterprise Challenge Fund (AECF)
PIONEERING SOCIAL ENTERPRISE SOLUTIONS FOR
REFUGEES AND TRAFFICKING SURVIVORS
10:15 am - 11:15 am
Humanitarian aid is only part of the solution to solving the
global refugee crisis. When taking into account restrictions
that refugees face in their employment and movement,
as well as actual money and resources spent on unsettled
refugees, it becomes clear that a bottom-up, enterprise-level
approach is required. This panel will bring together a variety
of stakeholders to discuss new development practices that
complement humanitarian aid solutions for displaced people.
Corinne Gray / Uncomfortable Revolution
Thane Kreiner / Miller Center for Social Entrepreneurship
Francois de Borchgrave / KOIS Invest
Natasha Freidus / Needslist
Manyang Reath / 734coffee
Sean Hinton / Soros Economic Development Fund
Wafaa Arbash / WorkAround
Scott Wu / Omidyar
BIG MONEY, BIG PROBLEMS: WOMEN USING TECH TO
SOLVE GLOBAL CHALLENGES
11:30 am - 12:30 pm
Research has shown that women are particularly inclined to
invest in social change across all types of sectors. Women
are increasingly using advanced science and technology and
raising large venture dollars to drive positive change at scale.
Come hear what it takes from female leaders at the center of
this work.
Heather Mack / Wall Street Journal
Heidi Patel / Rethink Impact
Anurati Mathur / Sempre Health
Davida Herzl / Aclima
60 SOCAP18 OCT. 23-26, 2018
FROM RESEARCH TO SCALE
12:45 pm - 1:45 pm
How can investors support the best solutions to achieve
scale? What if you had brain research, evaluation research,
and economic return on investment but were in a sector that
faces challenges in scaling? This session, using examples
from early childhood education, will identify challenges and
successes in achieving scale and will include a call to action
for investors.
Steffanie Clothier / Gary Community Investments
Deborah Leong / Tools of the Mind
Stephen Keppel / Univision
Corey Zimmerman / Center on the Developing Child at
Harvard
Isabelle Hau / Omidyar Network
CAN FINTECH TRULY CHANGE THE FINANCIAL SYSTEM
FOR GOOD?
3:15 pm - 4:15 pm
Financial technology (fintech) promises transformational
change to financial systems to increase financial security.
Adherents claim their lean, data-driven, consumer-centric
approach will reduce fees, simplify decisions, expand access,
and improve finances. But can they overcome privacy and
security concerns, varying comfort levels with technology,
and biases in data to avoid exacerbating financial divides?
Join us as investors, for-profit, and nonprofit fintech leaders
discuss whether fintech’s promises to increase financial
security are real or hype.
Tim Flacke / Commonwealth
Jimmy Zhu / Citi Ventures
Lindsay Holden / Long Game
Leigh Phillips / EARN
SEXUAL AND GENDER-BASED VIOLENCE AS AN
INVESTMENT RISK
4:30 pm - 5:30 pm
“Time’s Up”… #MeToo … allegations of abusive behavior by
corporate chiefs … The groundswell of public attention to
sexual and gender-based violence (SGBV) is revealing its
pervasiveness within all levels of society. We will explore
emerging research that sheds light on the relationship
between gender-based violence and investment risk. An
investor and an investment advisor will discuss how they
are working to integrate their commitment to decreasing
violence and harassment throughout the investment process.
Katherine Pease / Cornerstone Capital Group
Erika Karp / Cornerstone Capital Group
Tia Subramanian / Criterion Institute
Beau Seil / Patamar Capital
 Friday, October 26 INTERNATIONAL INVESTING AND
INDIGENOUS RIGHTS
11:30 am - 12:30 pm
PROMOTING IMPACT INVESTING IN SMALLER MARKETS The UN Declaration on the Rights of Indigenous People
9:00 am - 10:00 am and protocols set forth to honor Free Prior & Informed
While the need for impact capital is universal, most of this Consent are the most important guidelines for investors,
money tends to flow into countries with larger economies. governments, business and civil society organizations to
In Latin America, for example, far more capital flows into appropriately engage with Indigenous People. This panel will
Mexico than smaller countries such as Guatemala, Ecuador, share essential lessons and practices for wealth holders and
and Peru. How can we build the necessary impact ecosystems change makers while offering practical examples of effective
to encourage investment in these smaller markets? Our practices moving money at the intersection of indigenous
panelists will discuss the challenges and opportunities wisdom and business solutions to the world’s greatest
available in these nascent impact ecosystems. challenges.
Michelle Arévalo-Carpenter / IMPAQTO Lourdes Inga / International Funders for Indigenous People
Rich Ambrose / Pomona Impact Shaun Paul / Ejido Verde
Loic Comolli / NESsT Joan Carling / Indigenous Peoples Major Group for
Sustainable Development
REGENERATIVE AGRICULTURE China Ching / The Christensen Fund
10:15 am - 11:15 am
Regenerative Agriculture is gaining traction and market
share, and there has never been a more opportune time
for investors to get involved. The benefits derived from
healthy soils can shift the risk and return profile and
improve its prospects for investment. This session will
feature preliminary findings from research on Regenerative
Agriculture Investments from the 50+ investors and
philanthropists who have participated in the formal survey
and gatherings around the U.S.
Erin Axelrod / Lift Economy
Reginaldo (Regi) Hasslet Marroquin / Main Street Project
Dawn Sherman / Tanka Resilient Agriculture
Esther Park / Cienega Capital

SCHEDULE 61

C BUILDING
Tuesday, October 23
IS DIVESTMENT NOW A FIDUCIARY DUTY
FOR TRUSTEES?
ROOM A 1:15 pm - 2:30 pm
Is the most effective way to achieve divestment from fossil
fuels to obtain a court ruling that it is the fiduciary duty
of all charitable trustees not to invest in anything that
demonstrably reduces our chances of staying within two
degrees? Experts from the U.S. and the U.K. will inform a
facilitated conversation among participants around the
arguments to adopt this strategy and the best ways to
achieve change at scale.
David Hunter / Bates Wells & Braithwaite London LLP
Georges Dyer / Intentional Endowments Network
Sian Ferguson / The Sainsbury Family Charitable Trusts
Robert Nava / San Francisco State University Foundation
Keith L. Johnson / Reinhart Law
BLUEPRINT FOR AN EMPLOYEE OWNERSHIP
CONVERSION FUND
ROOM B 1:15 pm - 2:30 pm
Employee ownership has emerged as one of the main ways of
tackling the wealth gap. The current wave of business owner
retirements presents both a threat to workers, in the form
of businesses shutting down, as well as an opportunity, in
62 SOCAP18 OCT. 23-26, 2018
All of the classrooms in the C Building run for 75 minutes:
45 minutes of content followed by 30 minutes of facilitated
networking. We’re leaving space in the schedule for attendees to
connect, to collectively activate more of the wisdom in the room,
and spark greater discovery and collaboration.
terms of becoming owners of the firm. This session explores a
model for fostering employee ownership at scale via a buyout
fund for businesses in a succession context.
Camille Kerr / Transform Finance
Aner Ben-Ami / Candide Group
Jessica Rose / The Democracy Collaborative
Paul Hudnut / New Belgium Family Foundation
BLOCKCHAIN IS FOR IMPACT, TOO!
ROOM A 2:45 pm - 4:00 pm
Blockchain was one of the hottest buzzwords of 2017,
and its use cases continue to grow. Big banks are using it,
as are government and private enterprises. The primary
characteristics of this emerging technology, namely security
and transparency, have numerous potential applications
in the impact world. This session will feature social
entrepreneurs in the sector talking about their use of the
blockchain and their visions for a more decentralized and
equitable world.
Ben Siegel / ConsenSys Social Impact
Thea Sommerseth Myhren / Diwala
Raphael Mazet / ALICE
TJ Abood / Access Ventures
 ACCELERATING ECONOMIC MOBILITY WITH FEDERAL
WORKFORCE DOLLARS
ROOM B 2:45 pm - 4:00 pm
Exciting new efforts across California are working to
accelerate workforce opportunities and economic mobility
for individuals and families. Federal workforce funds–
including WIOA and CTE dollars–provide opportunities to tie
outcomes and meaningful incentives to significant resources.
Hear from leading experts about specific examples of how
this has been done, of current work in progress, and of the
potential to scale these efforts across the state and beyond.
Caroline Whistler / Third Sector
Brooke Valle / San Diego Workforce Partnership
Sam Cobbs / Tipping Point
Kim Johnson / California Department of Social Services
Jane Fischberg / Rubicon Programs
INNOVATIVE PUBLIC/PRIVATE PARTNERSHIPS FOR
GENDER-RESPONSIVE, LOW CARBON ECONOMIES
ROOM C 2:45 pm - 4:00 pm
Climate related disasters cost billions of dollars and threaten
to derail social and environmental progress across the world.
However, social enterprises, public-private partnerships
for risk sharing, and targeted efforts toward women’s
empowerment can spur inclusive innovation and help
catalyze low carbon alternatives, adaptation, and resilience.
Join our cross-sector panelists as they discuss using public
climate finance to achieve gender and climate justice for all.
Sue Szabo / Global Affairs Canada
Alexa Blain / Deetken Group
Maria Tapia Bonilla / Inter-American Development Bank
Dominique Souris / Youth Climate Lab
Kerry Max / Global Affairs Canada
PLACE-BASED COMMUNITY INVESTING WITH
DEEP IMPACT
ROOM D 2:45 pm - 4:00 pm
Impact investors are seeking opportunities to create deep
local impact. In this modified pitch session, investors will
respond to three place-based investment products: a note,
an equity investment, and a deposit. The investors will share
their appetites for each product based on risk profile, return
on investment, impact, and other characteristics. Investment
managers who’ve been scratching their heads looking for
ways to satisfy clients’ desires for tangible local impact will
gain valuable new answers.
Annie McShiras / Self-Help Federal Credit Union
Donna Fabiani / Opportunity Finance Network
Wednesday, October 24
AFFORDABLE HOUSING WITH OPPORTUNITY ZONES
ROOM A 8:30 am - 9:45 am
The recent passage of the Tax Cuts and Jobs Act creates
an exciting opportunity for investment in previously
underserved communities. It also creates the opportunity
for over-gentrification that could displace the very people
the bill is meant to protect. Learn how this legislation can
add jobs, preserve housing, and enhance infrastructure
in disadvantaged neighborhoods while ensuring the new
investment is directed towards the communities that need it
most.
Eddie Lorin / Strategic Alliant
Rebecca Lester / Stanford Graduate School of Business
Michael Novogradac / Novogradac & Company LLP
Christopher Brown / Policy Link
FOUNDATIONS, LLCS, DAFS AND MORE: HOW TO
SELECT AND COORDINATE IMPACT ENTITIES
ROOM B 8:30 am - 9:45 am
Today’s strategic philanthropists utilize a wide range of
tools to achieve their impact goals and are increasingly
searching for the legal and organizational structures that
will best support their efforts. This session will unveil key
highlights from research conducted by the Walton Family
Foundation on the organizational structures of fifteen major,
strategic philanthropy founders across the country. Attendees
will leave with nine key decision factors to consider when
deciding on organizational structures for strategic impact.
Sharon Schneider / Walton Family Foundation
Sarah Cooch / SEC With Intention
INNOVATIVE FINANCE MODELS FOR REPRODUCTIVE
HEALTH AND JUSTICE
ROOM C 8:30 am - 9:45 am
The Reproductive Health Investors Alliance is a group of
foundations and investors collaborating to bring innovative
financing to the fields of reproductive health and justice in
the United States. Panelists will share their expertise in the
deployment of grant, debt, and equity capital to support and
launch enterprises solving seemingly intractable problems
in these areas. We’ll discuss how unlocking capital once
unavailable in fields dominated by grant funding could bring
a catalytic shift for this sector.
Ruth Shaber / Tara Health Foundation
Madeline Wu / The David and Lucile Packard Foundation
Deb Nelson / RSF Social Finance
Jessica Knox / Nurx
AT THE HEART OF IMPACT MEASUREMENT:
LISTENING TO CUSTOMERS
ROOM D 8:30 am - 9:45 am
Since impact measurement can be both costly and confusing,
many companies and fund managers find it a burden. But it
SCHEDULE 63
 C BUILDING
doesn’t have to be this way. At its core, learning about impact
is grounded in a simple activity: listening to feedback from
customers. This session will explore the partnership between
the DFID Impact Programme and Acumen Lean Data to create
a customer-centric approach to impact measurement.
Sasha Dichter / Acumen
Nicola Doetzer / Impact Programme, DFID
BUILDING SOCIAL ENTREPRENEURSHIP AROUND
THE WORLD
ROOM A 10:00 am - 11:15 am
How have a handful of courageous and dedicated individuals
created infrastructure for social entrepreneurs in their
countries without the benefit of government support,
university curriculums, or philanthropic support? Hear from
people around the world who have built business incubators
from the ground up, educated generations of new social
entrepreneurs, and sourced the capital to support them. What
are the lessons learned, and how can the SOCAP community
support further development in other regions of the world?
Julia W. Sze / Julia Sze Consulting
Shuyin Tang / Patamar Capital
Nicolas Rouhana / IM Capital
Adnane Addioui / Moroccan Center for Innovation and
Entrepreneurship
BLENDED FINANCE IN SUSTAINABLE FISHERIES
DEVELOPMENT
ROOM B 10:00 am - 11:15 am
Fisheries are inherently risky. While other sectors have
established models for funding sustainable development,
fisheries lag in mobilizing capital to drive long-term resource
security and better social and economic conditions. Some
fisheries-focused organizations are seeing great potential
in applying blended finance to fund transformation in these
complex systems. This panel will explore evolving case
studies in creating deal and capital flow in global fisheries
from the perspectives of private investors, philanthropic
funders, and implementing agencies.
Greg FitzGerald / Future of Fish
Jan Yoshioka / Conservation International Ventures LLC
Renu M. Saini / Walton Family Foundation
James Dien Bui / Lotus Impact
Serge Mayaka / Akipeo
MIXED-USE DEVELOPMENT: OPPORTUNITIES FOR
POSITIVE IMPACT ON PEOPLE AND PLACES
ROOM C 10:00 am - 11:15 am
Where you live affects your life outcomes–life expectancy,
earning potential, even what chance your children have
at advancement. This panel will discuss how mixed-use
development can change the calculus for low income
communities and their inhabitants. Beyond just creating
housing units, placemaking involves public realm, jobs,
retail, and other services that positively affect the outcomes
of people who live, work, and play in these communities.
64 SOCAP18 OCT. 23-26, 2018
Learn how to create healthy, equitable communities through
collaboration.
Lisa Davis / PGIM Real Estate
Clare Newman / Brooklyn Navy Yard
Lois Fried / Urban Atlantic
John Moon / Federal Reserve Bank of San Francisco
UNLIKELY PARTNERSHIPS AND THEIR POTENTIAL TO
IMPROVE THE IMMIGRATION CRISIS
ROOM D 10:00 am- 11:15 am
Restrictive border legislation, aggressive detention
and deportation actions, and destructive separation of
families all represent our current immigration crisis. These
complex challenges cannot be solved by a single funder or
organization. They demand a coordinated response. This
panel of unlikely collaborators will discuss partnerships
accelerating impact in the field of immigration. Find out how
these stakeholders came together, what critical issues they
are tackling, the challenges they overcame, and what work
lies ahead.
Roxana Shirkhoda / Tides
ST Mayer / Code for America
Marisela Esparza / Dolores Street Community Services
Navin Moul / Zellerbach Family Foundation
NO WOMAN LEFT BEHIND: HOW BLOCKCHAIN WILL
UPLIFT WOMEN AROUND THE GLOBE
ROOM A 11:30 am - 12:45 pm
The “Blockchain Epoch” will change our world even more
than the internet has at a dramatically faster rate in every
area of our lives. Female blockchain entrepreneurs are
leveraging blockchain’s inherently feminine values of trust,
transparency, equality, and distributed power to create next
generation companies with innovative social impact. Learn
the economic opportunities being created with blockchain
and why this new, wide-open playing field holds unique
potential for women.
Ruby Yeh / Heart of All Women
Sarah Maxwell / Unify.Earth
Julie Bissinger / Sela Labs
Ada Jonuse / Lympo
KJ Erickson / Public Market
RE-THINKING INVESTABILITY IN RURAL AMERICA:
MODELS FOR OVERCOMING PIPELINE CHALLENGES
ROOM B 11:30 am - 12:45 pm
How are rural stakeholders rethinking economic
development and investment strategies needed to stimulate
sustainable, equitable prosperity? Despite perceptions
about “the future of rural,” innovative grassroots solutions
are cropping up in rural communities across the country,
solutions that better leverage resources and provide flexible
gap capital. Hear from four place-based practitioners on
how their organizations are working to creatively deploy
philanthropic and other assets to address financing gaps and
capital absorption obstacles that are unique to rural America.
Deb Markley / LOCUS Impact Investing STEM. Hear about their journeys and how having women
Stephanie Randolph / Cassiopeia Foundation innovators reshapes the world around us.
Kelly Ryan / Incourage Hala Hanna / MIT Solve
Chrystel Cornelius / First Nations Oweesta Corporation Komal Ahmad / Copia
Ryan Marie Decker / GROW NEW MEXICO Rebecca Novak / Code Nation
Kristin Kagetsu / Saathi
AFRICA’S YOUTH EXPLOSION AND WHAT IT MEANS Katie Lorish / AnnieCannons
FOR EMPLOYMENT & OPPORTUNITY
ROOM C 11:30 am - 12:45 pm HOW SHARED OWNERSHIP PROMOTES RACIAL,
There are more people joining the workforce in Africa in ECONOMIC, AND SOCIAL JUSTICE
the next ten years than in the rest of the world combined. ROOM B 1:00 pm - 2:15 pm
This panel will feature perspectives on employment and Cooperatives have long been a tool for marginalized groups
opportunity from philanthropy, policymakers, upskilling/ to come together to meet their common economic needs.
training businesses and recruitment platforms on how they Today, there is a resurgence of cooperatives being used to
plan to seize this moment and match talent to opportunity. build alternative economic institutions owned and controlled
What’s it going to take to make sure people find jobs and by their communities, to reduce the racial wealth gap,
companies find the right people to fuel economic prosperity? and to provide an entry point for people with barriers to
Paul Breloff / Shortlist employment. Hear about cooperative initiatives in Oakland,
Noella Moshi / West Africa Vocational Education (WAVE) Baltimore, Chicago, Boston, and across the South.
Audrey Cheng / Moringa School Aaron Tanaka / Center for Economic Democracy
Oley Dibba-Wadda / African Development Bank Group Joseph Cureton / Core Staffing Cooperative
Claudia Arroyo / Prospera Co-ops
NEIGHBORHOOD PLACEMAKING IS THE REMEDY TO Ed Whitfield / The Fund for Democratic Communities
“UNNATURAL CAUSES” AFFECTING HEALTH
ROOM D 11:30 am - 12:45 pm
Continuing our discussion from SOCAP17, this
session will bridge silos in conversations around
“building healthy communities,” “gentrification,”
and “opportunity in the innovation economy.”
Communities themselves are often left out of
neighborhood development, and even well-
intentioned groups often fail to address systemic
problems and to create sustainable pathways
forward. This panel will feature “real talk” from
community leaders about ways to support place-
based innovation that helps communities meet
their own needs and drive their own development.
Sandra Davis / California Endowment
Nicole Lee / Urban Peace Movement
Jose Corona / City of Oakland Mayor’s Office
Tyrone “Baybe Champ” Stevenson Jr. / The
Scraper Bike Team
Dr. Noha Aboelata / Roots Community Health
Center
Markese Bryant / Remix: The Soul of Innovation

DESIGNING A DIVERSE WORLD

ROOM A 1:00 pm - 2:15 pm
We all understand the world through the lens
by which we experience it. That’s why it’s
so important that engineers, designers, and
technologists, who are increasingly influential in
shaping the world around us, look like us: diverse
in their gender and experience of the world.
Join us for a fascinating dialogue with social
entrepreneurs proving the power of women in

SCHEDULE 65
 C BUILDING

ENSURING TODAY’S SOLUTIONS DON’T BECOME

INCLUSIVE DEVELOPMENT WITHOUT DISPLACEMENT
TOMORROW’S PROBLEMS
ROOM B 2:30 pm - 3:45 pm
ROOM C 1:00 pm - 2:15 pm
We’re in the midst of a full-fledged affordable housing
More entrepreneurs than ever are creating solutions to social
crisis, with families and local businesses being pushed out
and environmental problems. But, without considering the
of rapidly developing or in-demand neighborhoods across
full life cycle of new products and businesses, tomorrow’s
the country. In response, many innovative solutions are
problems are likely to come from today’s solutions. The
arising to encourage community development without
panelists in this session will: 1. Discuss tools that inventors
the displacement of existing residents. This session will
and entrepreneurs can use at the earliest stages to help
highlight some of the latest and most inspiring initiatives,
them build resilient, low-footprint ventures; and 2. Explore
including real estate investment cooperatives, crowdfunding,
how business enablers and funders can accelerate the path
community land trusts, and more.
toward sustainable innovations and enterprises.
Amy Cortese / Locavesting
Cindy Cooper / The Lemelson Foundation
Lynn Smith / Buy the Block
Marsha Willard / Presidio Graduate School
Noni Session / East Bay Permanent Real Estate Cooperative
Nicole Etchart / NESsT
Eve Picker / SmallChange
Janine Elliott / VentureWell
Alex Lofton / Landed
Akshay Sethi / Ambercycle Inc.
Steve King / Oakland Community Land Trust
Audrey Chen / SOSV
THE REMARKABLE GROWTH OF THE DUTCH SOCIAL
LEVERAGING PUBLIC/PRIVATE INVESTMENT FOR
ENTREPRENEURSHIP ECOSYSTEM
‘ALMOST’ CAPITAL-READY FOOD AND AG BUSINESSES
ROOM C 2:30 pm - 3:45 pm
ROOM D 1:00 pm - 2:15 pm
Within the past five years, the ‘black-hole’ of the Dutch social
Local food businesses continue to grow and proliferate
enterprise sector has turned into a flourishing ecosystem
to meet increasing demand. However, small and startup
with thousands of social enterprises, €3.5+ Billion revenue,
businesses often are not capital ready, and investors are wary
and 80,000+ jobs. The municipalities of Amsterdam and
of risky investments, despite the triple bottom-line benefits.
The Hague played a huge role in this growth by creating
How can investors, local governments, and nonprofits help
innovative, regenerative systems within their cities. Join for
these businesses access the right resources at the right
a report on this remarkable growth, with applicable insights
time? Learn about successful models that drive social and
and learnings for other regions looking to jumpstart their
economic goals and combat the risk aversion of investors
local ecosystem.
through creative partnership.
Michiel Elich / Enviu
John Fisk / Wallace Center at Winrock
Willemijn Verloop / Social Enterprise NL
Krysten Aguilar / La Semilla Food Center
Laila Janah / SamaSource
Jen Faigel / CommonWealth Kitchen
Renate de Lange-Snijders / PwC The Netherlands
Sibella Kraus / Sustainable Agriculture Education (SAGE)
Derk Jan Statema / The Hague Business Agency
Mike Ortosky / Orange County Economic Development
Ellen Oetelmans / Amsterdam Impact
A CASE STUDY IN CONVERTING TO STEWARD
DEPLOYING DEBT INVESTMENT TO ACHIEVE
OWNERSHIP: THE ORGANICALLY GROWN COMPANY
SUSTAINABLE GROWTH IN EMERGING MARKETS
ROOM A 2:30 pm - 3:45 pm
ROOM D 2:30 pm - 3:45 pm
Steward Ownership is based on the notion that owners of
To achieve the United Nations Sustainable Development
a corporation are its stewards. Steward Owned companies
Goals, investors and entrepreneurs alike must leverage
are independent, work for a purpose, and take into account
every asset class available to scale the best solutions. This
multiple stakeholder interests. This idea is garnering
panel will explore the subject of emerging markets debt
widespread interest—and is being put into practice. This
investment from the investor perspective. Discussion topics
session covers the theory and practice of the recapitalization
include the varied benefits of the asset class, current trends,
of the Organically Grown Company into a Purpose Driven
successes and challenges in the market, and ways to increase
Perpetual Trust. Panelists include employees from the
investment activity to meet global demand.
company and the investors that financed the conversion.
Ricardo Salinas / OPIC
Aner Ben-Ami / Candide Group
Amy Wang / PG Impact Investments
Natalie Reitman-White / Organically Grown Company
Christoffer Dahlberg / Symbiotics
Kate Danaher / RSF Social Finance
Dylan Fried / Lendable
Derek Razo / Purpose Ventures

66 SOCAP18 OCT. 23-26, 2018

 SOCIAL ENTERPRISE: AN INVESTMENT THAT WORKS!
ROOM A 4:00 pm - 5:15 pm
Employment-focused social enterprises are solving some of
society’s toughest challenges. Social enterprises employ and
provide training and support services to people overcoming
employment barriers, including homelessness, incarceration,
and addiction. Research has proven the impact—improved
economic security, mobility, and a 2x SROI. Hear from leaders
of this growing movement on how they balance profit and
purpose, why social enterprise is an investment that works,
and how you can effectively invest in creating opportunity.
Carla Javits / REDF
Maria Kim / Cara
John Theisen / Orion Industries
Emma Rosenbush / Cala
INDIGENOUS FINANCE: OPPORTUNITIES FOR
IMPACT THROUGH ECONOMIC RECONCILIATION
ROOM B 4:00 pm - 5:15 pm
This panel will showcase innovative instruments and
recent transactions that are overcoming the financial
exclusion of Indigenous Peoples. What are the principles
of a reconciliation economy? How can impact investors
work with Indigenous communities to create meaningful
partnerships and mutually beneficial opportunities to achieve
more inclusive and more sustainable economic prosperity?
This panel will address these questions and will highlight
dynamic impact investment opportunities with Indigenous
communities and the non-Indigenous partners that are
driving economic reconciliation.
Nicole McDonald / J.W. McConnell Family Foundation
Jeffry Cyr / Raven Indigenous Capital Partners
Carol Anne Hilton / The Indigenomics Institute
Robin McLay / Vancouver Island University
USING INNOVATION STRATEGIES TO INCREASE
IMPACT: AN EARLY CHILDHOOD CASE STUDY
ROOM C 4:00 pm - 5:15 pm
Achieving impact in a specific sector can be accelerated
through innovation strategies that spur new thinking,
collaboration, and investment. Investors looking to build a
stronger pipeline of companies and ventures can consider
leveraging innovation tools like prizes, accelerators,
ecosystem development, and capital strategies to get
there. Using early childhood as a case study, this working
session will explore how innovation strategies are assisting
an emerging pipeline for investors interested in improving
outcomes for young children
Matthew Barry / Gary Community Investments
Steffanie Clothier / Gary Community Investments
Gabe Hakim / Promise Venture Studio
Don Burton / LearnStart
Mark Berryman / The Caprock Group
Cameron White / New Schools Venture Fund
THE WOMEN WHO ARE LEADING TECH-ENABLED
SOLUTIONS FOR MIGRATION
ROOM D 4:00 pm - 5:15 pm
Growing numbers of people on the move around the world
present challenges for cities and nation-states, but migration
also created opportunities and a surge of bottom-up
technological innovations. Women are at the forefront of
this innovation wave, repurposing “old tech,” testing deep
tech, and ensuring that displaced people are at the forefront
of creating solutions. This panel will bring together women
founders who are leading the new wave of migration and
refugee tech.
Amanda Levinson / NeedsList
Thea Sommerseth Myhren / Diwala
Wafaa Arbash / Workaround
Mursal Hedayat / Chatterbox
Laila Maher Soudi / Stanford Refugee Research Project
Thursday, October 25
WHAT CAN IMPACT INVESTING LEARN FROM OTHER
SECTORS ABOUT IMPACT?
ROOM A 9:00 am - 10:15 am
Impact investors often struggle to measure and manage
their social impact, but policymakers, evaluators, and
philanthropists have long made decisions with an impact
lens in their own domains. What have they learned from
these efforts, and how could those lessons be applied to an
investment context? Three practitioners representing diverse
schools of thought will demonstrate thorny measurement
challenges and creative approaches to handling them.
Ian David Moss / Knowledge Empower
Kathy Newcomer / Trachtenberg School of Public Policy at
George Washington University
Danny Hernandez / Evident
PROTECTING DIGITAL IDENTITY & DATA SOVEREIGNTY
WITH BLOCKCHAIN
ROOM B 9:00 am - 10:15 am
If you have spent any time reading about blockchain, you’ve
probably seen the term “self-sovereign identity” more than
a few times. What exactly is it, how does blockchain make
it feasible, and what does it mean for human rights, data
sovereignty, and democracy? Come learn!
Thea Sommerseth Myhren / Diwala
Subhashish Bhadra / Omidyar Network
Matthew Davie / Kiva
SCHEDULE 67
 C BUILDING
THE INTERSECTION OF PARTICIPATION AND IMPACT
INVESTMENT
ROOM C 9:00 am - 10:15 am
Too often the impact investment decision-making process
ignores the voices of the community it seeks to affect. How
can we strengthen and encourage collaboration between
communities and impact investors to ensure that capital
is being deployed most efficiently? This panel of impact-
investment experts will draw on their own experience and
a history of participatory methods and grassroots economic
initiatives as they discuss how impact investors can be more
accountable to the communities they seek to serve.
Ted Jackson / E.T. Jackson & Associates
Rajiv Khanna / Thousand Currents
Morgan Simon / Candide Group
A PORTFOLIO FILLED WITH VALUE
ROOM D 9:00 am - 10:15 am
Value, wealth, accrual, returns, assets, investment.
Enlightened investors expand and redefine these terms to
new ends and towards new goals. Hear investors and funders
discuss their inspired visions for portfolios, with emphasis on
their definitions of cultural, other assets of value, and new
models for investment and transformation.
Vinitha Watson / ZooLabs
Javier Torres / Surdna Foundation
Lauren Ruffin / Fractured Atlas
Penelope Douglas / Culture Bank
68 SOCAP18 OCT. 23-26, 2018
INNOVATIVE INVESTMENT PARTNERSHIPS FOR
CLIMATE RESILIENT AGRICULTURE IN AFRICA
ROOM A 10:30 am - 11:45 am
Smallholder farmers grow 70% of Africa’s produce, yet
three-quarters of Africa’s malnourished children live in
farming households. Smallholder livelihoods are increasingly
unsustainable because of poor practices, high intermediation,
and climate change. However, many innovations are
being explored at this critical nexus between poverty and
climate. What are the innovative partnerships, investment
opportunities, and measurement tools for tackling this
issue at scale? How can we increase farmer income and
productivity while minimizing exposure to climate risk?
Sheikh Noor Ullah / Acumen
Derek Norman / Syngenta Ventures
Steven Brunn / Winrock International
Eric Davidson / Sound Agriculture
Hazel Taylor / Acumen
INTERSECTION BETWEEN IMPACT AND REAL ESTATE
PRIVATE EQUITY
ROOM B 10:30 am - 11:45 am
With $270 billion of unspent capital in real estate private
equity funds, how can we direct these investments toward
impact-oriented placemaking? The panelists, from a variety
of real estate, impact, and finance backgrounds are all
engaged in transformative development projects, bringing
market rate capital to disinvested communities. Join them for
a discussion about the challenges they have faced in bridging
impact and real estate investing and about the considerable
opportunity that exists at this intersection.
Naomi Williams / Sustainable Real Estate Fund (SURF)
Greg Stuppler / SURF Capital
Sean McLean / Renaissance Downtowns
Leiasa Beckham / Common Ground Urban Development
Brian Murray / Shift Capital
David Hood / Sonen Capital
HOW TO DE-RISK AND INCREASE EARLY-STAGE
INVESTMENTS INTO CLIMATE SOLUTIONS
ROOM C 10:30 am - 11:45 am
To curb the effects of climate change, we need to invest
not only in existing solutions, but also in next-generation
technologies. However, most new climate innovations remain
stuck in the lab, as traditional funding models have failed
to support their development. With the need for catalytic
funding more important than ever, how can entrepreneurs
break through this bottleneck? Hear from successful climate
entrepreneurs and early-stage investors about bringing
innovations from the lab to the market.
Neil Yeoh / Echoing Green
Sandra Kwak / 10Power
Angelo Campus / BoxPower
Miranda Wang / BioCellection
Jenna Nicholas / Impact Experience
FINANCIAL INCLUSION THROUGH THE BLOCKCHAIN
ROOM D 10:30 am - 11:45 am
The original promise of Bitcoin, in particular, and blockchain
in general, were the ability to distribute, share, and send
money without a financial intermediary. This remains a
driving principle behind most blockchain projects. With over
two billion unbanked people worldwide, the opportunity for
blockchain to promote financial inclusion is tremendous.
These panelists will discuss how the new technology can
be used to provide non-traditional financial services to the
population that traditional financial institutions have ignored.
Neville Crawley / Kiva
Robert Greenfield / ConsenSys Social Impact
Trevor Filter / Flexa
Ba Minuzzi / Ausum Ventures
PREDATORY LENDING: WHERE TO DRAW THE
LINE?
ROOM A 12:00 pm - 1:15 pm
Predatory lending — whether in payday lending, credit
cards, student loans, or mortgages — traps millions in an
unbreakable cycle of high interest debt. Many are making
big business out of gray areas, and there is significant debate
on where the line should be drawn. How do we determine
what practices are predatory, what fees are justified, and
what terms are fair? Using investment examples, this session
will grapple with these and other questions surrounding
predatory lending.
Stefanie Thomas / Impact America Fund
Sunwoo Hwang / Sixup
Cynthia Muller / W.K. Kellogg Foundation
BUILDING AN EQUITABLE, SUSTAINABLE FOOD
ECONOMY
ROOM B 12:00 pm - 1:15 pm
Over 16 million US households are food-insecure. These
families must often rely on cheaper, less healthy options
to feed their families. With a complex, fragmented supply
chain, from growers to producers to distributors to retailers,
how can we build the infrastructure that is necessary to
create an equitable, affordable food economy? Our panel of
policymakers, investors, and entrepreneurs will discuss the
biggest challenges and opportunities facing this industry.
Jen Faigel / CommonWealth Kitchen
Haile Johnston / The Common Market
Aaron Tanaka / UJIMA Project
Lucia Sayre / Health Care Without Harm
Tara Marchant / Emerald Cities Collaborative
GOT $25? $25 MILLION? WHY AND HOW EVERY
WOMAN CAN INVEST IN WOMEN
ROOM C 12:00 pm - 1:15 pm
#METOO and #TIMESUP are important, albeit reactive
movements. Is there another proactive way to empower
women, maybe through their wallets? Women control 75%
of global consumer spending and significant investable
assets; 90% of their income is typically reinvested in family/
community. But women aren’t using their investing power
to build sustainable wealth. This session will highlight why
and how ALL women can take action today, investing in each
other, growing their wealth, and changing the world.
Delilah Panio / We Are Enough
Tracy Gray / The 22 Fund
Kristin Hull / Nia Capital
Shally Shanker / AIIM Partners
Jenny Kassan / Crowdfund Main Street
INFORMAL WORKERS: THE FRONT LINES OF ENABLING
CIRCULAR ECONOMIES
ROOM D 12:00 pm - 1:15 pm
Incorporating informal workers into circular economies
is critically important. Workers on the fringes of formality
overwhelmingly endure extractive markets. Individuals who
aren’t recognized for their importance in circular economies
and who cannot access crucial social and financial resources
suffer negative ramifications. Join the conversation around
how a multi-stakeholder intervention can yield equitable
access for informal workers to market resources, promoting
the establishment of robust, sustainable, and inclusive
circular economies.
Samit Aich / S3IDF
Eleanor Allen / Water for People
Libby McDonald / MIT D-Lab
Chris Flood / Gaia
SCHEDULE 69
 C BUILDING
THE SOUND AND THE FURY: IMPACT INVESTING AND
THE MEDIA
ROOM A 1:30 pm - 2:45 pm
It takes Google less than a second to find 164 billion references
to “impact investing”. Journalists—from podcasters to print—
will be covering all the moves as impact investing continues
to expand into the mainstream and deeper into the margins.
Join an extremely timely discussion bringing journalists from a
variety of media niches together to discuss the changing media
industry, trends in impact investing, and what they’re looking for
when covering the evolving impact landscape.
Meghan French Dunbar / Conscious Company
David Bank / ImpactAlpha
Sherryl Kuhlman / Dollars and Change
Abby Schultz / Dow Jones
Morrison “Mo” Shafroth / Momentum Communication Strategy
INVESTING IN CLIMATE SMART AGRICULTURE
ROOM B 1:30 pm - 2:45 pm
Climate smart agriculture boosts agricultural productivity,
reduces greenhouse gas emissions, and increases farmer
resilience to climate change. However, despite the potential
for both social and environmental impact, investment into
climate smart agriculture lags behind other industries. Our
panel of entrepreneurs and investors will discuss the current
barriers to investment, including impact measurement and
communication, and the opportunities this industry presents.
Duncan Gromko / UNIQUE forestry and land use
Lini Wollenberg / CCAFS
Sylvia Wisniwski / Finance in Motion
Aakash Parekh / CropIn Technology
Agustin Silvani / Conservation International
Julia Santander / EcoEnterprises Fund
LEGISLATION FOR ALTERNATIVE OWNERSHIP
ROOM C 1:30 pm - 2:45 pm
Alternative ownership structures are gaining momentum as
a legislative tool to address inequality and to reduce the
wealth gap. From the Main Street Employee Ownership Act—
the farthest reaching pro-employee ownership legislation in
20 years—to Elizabeth Warren’s Accountable Capitalism Act,
to millions of dollars in municipal funding for cooperative
development, alternative ownership is showing up in
political platforms and legislative proposals in the U.S. and
internationally.
Yassi Eskandari / Sustainable Economies Law Center
Doug O’Brien / National Cooperative Business Association
Jose Corona / Oakland Mayor’s Office
Camille Kerr / Transform Finance
WORKFORCE DEVELOPMENT IN EMERGING MARKETS
AND THE U.S.
ROOM D 1:30 pm - 2:45 pm
Rapid technological changes promise to raise global income
levels and improve quality of life for populations around the
world, but these shifts could also yield greater inequality,
70 SOCAP18 OCT. 23-26, 2018
particularly for people without post-secondary educations.
Join us for a conversation about different approaches to
workforce development. Presenters will also share insights on
how they are aligning the American workforce and education
systems to promote economic advancement for all.
Christina Sass / Andela
Maria Flynn / JFF
Yscaira Jimenez / LaborX
Claudine Emeott / Salesforce Impact Fund
CONSERVATION FINANCE: INVESTING IN NATURE
ROOM A 3:00 pm - 4:15 pm
Environmental degradation is occurring at an alarming
rate. We urgently need to create and scale new funding
channels that monitor, conserve, and enhance environmental
resources. This session will explore different modalities
for financing conservation, including the opportunities
and challenges presented by each. The panel will feature
perspectives from leading conservation organizations, banks,
and impact investors on the best opportunities for effectively
and successfully investing in nature.
Tanja Havemann / Clarmondial
Melissa Moye / WWF US
Fabian Huwyler / Credit Suisse
Tammy Newmark / EcoEnterprises Fund
Camilla Seth / New Venture Fund
CRACKING THE CODE ON WORKFORCE HOUSING
ROOM B 3:00 pm - 4:15 pm
In numerous regions around the country, high housing costs
are a significant problem affecting economic stability,
mobility, and the fabric of communities. Our nurses, teachers,
firefighters, police officers, EMT’s, civil servants, and other
key community members have been priced out of housing
in the very communities they serve. This panel will explore
ways to finance development of quality workforce housing,
including partnerships and innovative financial tools, to crack
the code on workforce housing.
Pam Rothenberg / Womble Bond Dickinson
Jim Cauley / Motive Investment Partners, LLC
Debbie Campbell / Community Housing Capital
BEYOND SILICON VALLEY: FRONTIERS OF TECH IN
EMERGING MARKETS
ROOM C 3:00 pm - 4:15 pm
High-tech solutions for global problems are increasingly
coming from places that have traditionally been considered
low-tech. Frugal innovators in emerging markets are building
commercial-grade products to solve local problems. What
can these innovations, pioneered by tech entrepreneurs in
Africa, teach the rest of the world, and how can these new
frontiers share knowledge and exchange best practices with
established hubs like Silicon Valley?
Stephen Ozoigbo / The African Technology Foundation
Ngozi Dozie / OneFi
Rob Eloff / Lateral Capital
 THE PATH TO SCALING: WATCH YOUR STEP
ROOM D 3:00 pm - 4:15 pm
Developing, introducing, and scaling is challenging, and,
unfortunately, there is no secret formula to ensure success.
Innovators and entrepreneurs can benefit from early strategic
planning and support. Our panelists will share the nuanced
needs, challenges, gaps, and successes in supporting early
to mid-staged innovators and entrepreneurs. Hear personal
experiences from the innovators themselves.
Jennifer Fluder / USAID
Laura Sampath / VentureWell
Trevor Zimmer / Dalberg Design Impact Group
Beth Kolko / Shift Labs
Soumyadipta Acharya / Johns Hopkins University
THE RISE OF THE TOILET ECONOMY + SMART
SANITATION
ROOM A 4:30 pm - 5:45 pm
Sanitation is experiencing an innovation and growth boom.
From breakthrough technologies that can detect and protect
citizens from infectious disease outbreaks and empower
citizens with their own health data to innovative business
models that unlock business opportunities in the circular
economy, there is a major transformation taking place. Come
learn more at our panel as we discuss current and future
trends in the Toilet Economy and Smart Sanitation.
Michael TS Lindenmayer / Toilet Board Coalition
Pete Delcamara / Kimberly-Clark
Lesley Sept / Stanford’s Center for Population Health Sciences
Prabhat Pani / Tata Trusts
Jeff Hallowell / Biomass Controls
LAND RIGHTS PRESENT BOTH RISK AND OPPORTUNITY
FOR INVESTORS
ROOM B 4:30 pm - 5:45 pm
Strengthened land rights for smallholder farmers can be the
key to building productive and sustainable supply chains.
Yet, even with land conflicts as one of the greatest risks to
investments, land rights are often overlooked when making
investment decisions. This panel will present tools that
can be used to avoid and mitigate land-related risks and to
support responsible investment opportunities.
Chris Jochnick / Landesa
Chloe Christman Cole / Oxfam
Lou Munden / TMP Systems
Mina Manuchehri / Landesa
MaryKate Bullen / New Forests
A CONVERSATION FOR ASSET ALLOCATORS:
REDUCING IMPLICIT BIAS AND INCREASING
RETURNS
ROOM C 4:30 pm - 6:00 pm
What will it take to reduce implicit bias within financial
markets? How do diverse managers allow for different and
increased impact? If you are allocating capital, join this deep
dive session that will go beyond the surface conversations
around how to make capital more diverse and representative.
As active participants, every participant will explore reducing
implicit biases that are likely contributing to gender and
racial disparities in investing.
Daryn Dodson / Illumen Capital
Jenna Nicholas / Impact Experience
Sarah Lyons-Padilla PhD / Social Psychological Answers to
Real World Questions, Stanford University
Miljana Vujosevic / Prudential Financial
SCHEDULE 71
 C BUILDING
Friday, October 26
AZURE: A BLENDED FINANCE FACILITY FOR WATER
AND SANITATION
ROOM A 9:00 am - 10:00 am
In July 2018, Catholic Relief Services and IDB’s Multilateral
Investment Fund launched Azure, a blended finance facility
catalyzing both investment and grant capital to improve water
and sanitation services for underserved communities in El
Salvador. Azure is comprised of two integrated components: 1)
loan capital to expand water and sanitation infrastructure and
2) a technical assistance facility. This session will detail the
innovative model, highlight insights from the development of
the facility, and share successes to date.
Mitchell Strauss / OPIC
Ambassador (ret.) John Simon / TOTAL Impact Capital & Azure
Source Capital
Maren Barbee / Catholic Relief Services & Azure Technical
Services
Sarah Forcino / Catholic Relief Services
LEVERAGING MARKETS TO SERVE THE BOP: A CASE
STUDY IN CLEAN COOKING
ROOM A 10:15 am - 11:15 am
What are the challenges that exist in reaching out to and
serving the world’s poorest and most remote customers?
The Global Alliance for Clean Cookstoves is harnessing the
power of markets to achieve its goal of universal adoption
of clean cookstoves and fuels in the Global South. This
72 SOCAP18 OCT. 23-26, 2018
session will describe how their market-based approach has
catalyzed technological and business model innovation and
is beginning to attract greater public and private sector
investment.
Shrikant Avi / Global Alliance for Clean Cookstoves
Dymphna van der Lans / Global Alliance for Clean Cookstoves
Gabriella Oken / Accenture Development Partnerships
Colm Fay / William Davidson Institute at the University of
Michigan
Sachin Rudra / Acumen
EXPANDING THE MENU: BLENDED FINANCE IN THE
AFRICAN AGRICULTURAL VALUE CHAIN
ROOM A 11:30 am - 12:30 am
Agriculture and its supporting value chains have long
driven economic development, yet the smallholder farming
model has proven difficult to scale for external investment.
Recently, however, new models of ecosystem mapping and
commodity chain integration have used blended capital
to create attractive investment opportunities across the
capital spectrum. In this session, panelists will discuss new
approaches that bring together bankers, IFIs, foundations,
food industry players, and policy makers to drive economic
development through agriculture.
Richard Lackey / World Food Bank
Daniel Ohonde / African Enterprise Challenge Fund
Sophie Mukua / Fair Trade Organization of Kenya
 SEMINAR 2 @ SAN FRANCISCO
ART INSTITUTE (SFAI)
Thursday, October 25 INVESTING ALONGSIDE THE UNITED NATIONS TO
ACHIEVE THE SDGS
12:45 pm - 1:45 pm
SOCIAL CAPITAL MARKETS: SO FRAGMENTED! Following the SOCAP17 address from UN Administrator
9:00 am - 10:00 am Achim Steiner, this session will cover executable strategies
If we’ve been building the social capital market for ten plus for deploying private capital alongside UN SDG investments,
years, why are we so many Trillions short of achieving the including through publicly traded ETFs, direct lending,
SDGs? We won’t get there by taking another decade to grow and other investment instruments. Developed by agencies
impact investing from 10B to 100B. This panel explores ways including the UN Capital Fund, UN Multi-Partner Trust Fund,
to harness technical, financial, and legal innovations and the and UNDP Jordan, attendees will leave with actionable ways
secret ingredient of collaboration to catalyze the data and to invest in financial inclusion, female empowerment, early
capital needed to achieve the outcomes we want in the time childhood development, and more.
we have. Daniel F. Runde / Center for Strategic and International
Jeff Tuller / YK Center Studies
Astrid Scholz / Sphaera Jennifer Topping / Multi Partner-Trust Fund Office
Audrey Selian / Artha Networks Inc Anders Berlin / United Nations Capital Development Fund
Benjamin Hebborn / Bertelsmann Stiftung Sara Ferrer Olivella / UNDP Jordan
Elizabeth Boggs-Davidsen / UNDP
ARTISTS ARE INVESTORS, PART 2: A CREATIVE SYSTEM
10:15 am - 11:15 am
This lively session is one of two conversations that will
bring to life models across the country that embrace artists
as investors who build measurable value in communities
towards real shared prosperity. Join funders, investors, and
experts in a conversation that lifts up the role of artists in
a system of collaborative investment that leads to shared
prosperity.
Shelley Trott / Kenneth Rainin Foundation
Deborah Cullinan / YBCA

GOVERNMENT PARTNERSHIPS: HOLY GRAIL OR IMPACT

MIRAGE?
11:30 am - 12:30 pm
Governments represent an alluring yet risky pathway for
social ventures to scale impact. If systems change and
broad-based delivery of a new product or service is the goal,
governments need to be involved in some way. But how can
ventures avoid the pitfalls of government partnerships? And
how can funders better support these partnerships? Join
leading entrepreneurs and funders to hear candid lessons
about what works, what doesn’t, and what are the emerging
best practices in government partnerships.
Erin Worsham / CASE at Duke
Alexis Bonnell / USAID Global Development Lab
Liz Diebold / Skoll Foundation
Ana Pantelic / Fundación Capital
Amanda West / Mercy Corps

SCHEDULE 73
PARTNERS
 Building Community
Through Partnership SUCCESS PARTNER
Having handled our SOCAP partnerships for four years now,
I have become certain that this conference holds a special
place in our collective heart. Since SOCAP17, my own life has
changed for the better with the addition of two pups and a
newborn baby boy. And as part of a transracial LGBT family, I
have found the word “community” at the center of my world.
What communities do I belong to, and how do I make those
communities stronger for our son?
W.K. KELLOGG FOUNDATION
wkkf.org
And one of the greatest examples of community is what I
see each year at SOCAP and other Intentional events. For The W.K. Kellogg Foundation (WKKF), founded in 1930 as
eleven years, all while investing in the important work of an independent, private foundation by breakfast cereal
entrepreneurs around the world, you’ve also invested in this pioneer Will Keith Kellogg, is among the largest philanthropic
space where we come together each year to find and foster foundations in the United States. Guided by the belief that all
this incredible community of folks. We are honored to have children should have an equal opportunity to thrive, WKKF
as supporters large and small organizations, some with works with communities to create conditions for vulnerable
generations of experience in investing for good, some who children so they can realize their full potential in school,
just opened their doors this year. Either way, we thank you for work, and life.
your dedication and commitment to our community.

We extend our gratitude to YOU, our partners, for your vital

financial commitment. And we know that your commitment
goes beyond this annual convening to supporting our
collective ecosystem that is growing organizations,
companies, and individuals who embed more and more good
into the fabric of our lives. We see a world where, together,
we can move tremendous resources and energy—and even
whole communities and the world—towards a better future.
Thank you, on behalf of this incredible community.

Jamie McGonnigal
Director of Business Development

76 SOCAP18 OCT. 23-26, 2018

 INVESTMENT PARTNERS
BUSH FOUNDATION
bushfoundation.org/social-business-ventures
The Bush Foundation invests in great ideas and the
people who power them. We encourage individuals and
organizations to think bigger and think differently about
what is possible in communities across Minnesota, North
Dakota, South Dakota and the 23 Native nations that share
the same geographic area.
We launched the Social Business Ventures initiative with a
three-part strategy:
-Inspire, equip and connect people of all backgrounds to
create and grow social purpose businesses.
-Inspire, equip and connect people of all backgrounds to
invest more capital in social purpose businesses.
-Create a supportive ecosystem for business creators and
growers and investors in social purpose business.
OVERSEAS PRIVATE INVESTMENT CORPORATION (OPIC)
opic.gov 1913—is to promote the well-being of humanity throughout
The Overseas Private Investment Corporation (OPIC) is
a self-sustaining U.S. Government agency that promotes
private-sector led development in emerging markets. As
the largest impact investor in the U.S. government, OPIC is
partnering with SOCAP to support social enterprises globally
and to accelerate the flow of capital for good. OPIC fulfills its
mission by providing social enterprises and other businesses
with debt financing, political risk insurance, and support for
private equity investment fund managers.
PRUDENTIAL
prudential.com
Prudential Financial, Inc. (NYSE: PRU), a financial services
leader with more than $1 trillion in assets under management
as of March 31, 2018, has operations in the United States,
Asia, Europe, and Latin America. Prudential’s diverse and
talented employees are committed to helping individual
and institutional customers grow and protect their wealth
through a variety of products and services, including life
insurance, annuities, retirement-related services, mutual
funds, and investment management. In the U.S., Prudential’s
iconic Rock symbol has stood for strength, stability,
expertise, and innovation for more than a century. For more
information, please visit news.prudential.com.
ROCKEFELLER FOUNDATION
rockefellerfoundation.org/our-work/initiatives/innovative-finance
The Rockefeller Foundation’s mission—unchanged since
the world. One area of focus in service of this mission is our
innovative finance work in which we look to support the next
generation of impact financing mechanisms through our Zero
Gap portfolio.
PARTNERS 77
 INNOVATION PARTNERS
THE AECF
aecfafrica.org
The AECF is a development institution supporting businesses
to innovate, create jobs, and leverage investments and
markets to create resilience and sustainable incomes in
rural and marginalized communities in Africa. The AECF
has mobilized over $356 million, leveraging more than
$658 million in matching capital and improving the lives
of more than 16 million people in 2017 alone through jobs
and increased household incomes. AECF now supports 267
companies in 25 countries in sub-Saharan Africa across 40
value chains in agribusiness and renewable energy.
BAIN CAPITAL DOUBLE IMPACT
baincapitaldoubleimpact.com
Bain Capital Double Impact applies Bain Capital’s value-
added approach to impact investing by building great
companies, maximizing their financial potential, and scaling
their social and environmental impact.
BARCLAYS approaches to creating transformative change.
barclays.com/ib
Barclays is a transatlantic consumer, corporate, and
investment bank offering products and services across
personal, corporate, and investment banking, credit cards, and
wealth management primarily in our two home markets of the
UK and the US. With over 325 years of history and expertise in
banking, Barclays operates in over 40 countries and employs
approximately 85,000 people. Barclays moves, lends, invests
and protects money for customers, and clients worldwide.
HALLORAN PHILANTHROPIES
halloranphilanthropies.org
Halloran Philanthropies supports amazing entrepreneurs who
are changing the world. We champion the power of business as
a driving force for positive social change. We are committed to
relationships that connect people to people with purpose.
78 SOCAP18 OCT. 23-26, 2018
BNY MELLON
bnymellon.com/us/en/who-we-are/global-philanthropy/index.jsp
BNY Mellon is a global investments company dedicated to
helping its clients manage and service their financial assets
throughout the investment lifecycle. Whether providing
financial services for institutions, corporations, or individual
investors, BNY Mellon delivers informed investment
management and investment services in 35 countries and
more than 100 markets. Started by Alexander Hamilton in
1784, BNY Mellon is one of the longest-lasting financial
institutions in the world.
GARY COMMUNITY INVESTMENTS
garycommunity.org
Gary Community Investments (GCI) invests in for-profit and
philanthropic solutions for Colorado’s low-income children
and their families. In 2017, GCI announced a multi-year,
multi-million dollar human and financial capital commitment
to surfacing, piloting, supporting, and scaling solutions that
better support early learning and development. Because
we blend philanthropic and social impact investing capital,
GCI is able to assume more risk and pursue cutting-edge
JB MEDIA GROUP
jbmediagroupllc.com
JB Media Group is a B Corp certified, digital marketing
agency dedicated to increasing the reach and impact of
mission-driven companies and organizations. We work
with clients who have a social impact story to tell—from
promising startups to global leaders. Our clients include
SOCAP, B Lab, +Acumen, IC-SVN, StartingBloc, and Conscious
Company Media. We offer services including marketing
strategy, content development, social media, SEO, public
relations, and online advertising. We can provide training
for your team—or manage your marketing for you. We bring
expertise, passion, and creativity to every campaign.
MILLER CENTER FOR SOCIAL ENTREPRENEURSHIP USAID
scu.edu/millercenter
Miller Center is the largest and most successful university-
based social enterprise accelerator in the world. Our mission
is to accelerate entrepreneurship to end global poverty and
protect the planet. Founded in 1997, Miller Center is one
of three Centers of Distinction at Santa Clara University,
located in the heart of Silicon Valley. Here we leverage this
entrepreneurial spirit with the University’s Jesuit heritage of
service to the poor and protection of the planet.
SORENSON IMPACT FOUNDATION
sorensonimpactfoundation.org
The mission of the Sorenson Impact Foundation is to invest
in innovative, scalable solutions to the world’s most pressing
needs.
The Foundation invests in companies that have developed
scalable, innovative and potentially disruptive solutions
to the world’s most pressing problems including access to
quality healthcare and education, workforce development,
sanitation, water, and clean energy.
The Foundation was established by James Lee Sorenson,
a world-renowned entrepreneur, business leader, societal
innovator, and impact investor. In addition to the Foundation,
he endowed the University of Utah’s Sorenson Impact Center,
a “think and do tank” focused on social impact and policy.
`
TIDES
tides.org foundation. The children and grandchildren of our founders,
Tides is a philanthropic partner and nonprofit accelerator
dedicated to building a world of shared prosperity and social
justice. Tides works at the nexus of funders, changemakers,
and policy, with extensive impact solutions including
philanthropic giving and grantmaking, impact investing, fiscal
sponsorship for social ventures, collaborative workspaces,
and policy initiatives. Their extensive tools and know-how
give their partners the freedom to hit the ground running and
drive change faster than they can on their own.
usaid.gov
USAID is the world’s premier international development
agency and a catalytic actor driving development results.
USAID’s work advances U.S. national security and economic
prosperity, demonstrates American generosity, and promotes
a path to recipient self-reliance and resilience.
VODAFONE AMERICAS FOUNDATION
vodafone-us.com
Vodafone Americas Foundation™ is part of Vodafone’s global
network of foundations. We are affiliated with Vodafone,
one of the world’s leading mobile telecommunications
companies, operating in more than 27 countries with partner
networks in over 40 more countries, with significant presence
in Europe, the Middle East, Africa, Asia Pacific and the United
States. The network of country foundations as well as the
connection to the Vodafone business affords the sharing a
global knowledge, technology expertise, and best practices.
“Connecting for Good” is a universal theme throughout
Vodafone’s foundations worldwide. The Foundations mobilize
communities by bringing people together from all sectors:
business, nonprofit, government, employees and even our
customer base to resolve shared problems and advance
social change.
WALTON FAMILY FOUNDATION
waltonfamilyfoundation.org
The Walton Family Foundation is, at its core, a family-led
Sam and Helen Walton, lead the foundation and create
access to opportunity for people and communities. We
work in three areas: improving K-12 education, protecting
rivers and oceans and the communities they support,
and investing in our home region of Northwest Arkansas
and the Arkansas-Mississippi Delta. To learn more, visit
waltonfamilyfoundation.org.
PARTNERS 79
 PITCH PARTNERS

AARP
aarpfoundation.org
AARP Foundation works to end senior poverty by helping
vulnerable older adults build economic
opportunity and social-connectedness. As AARP’s charitable
affiliate, we serve AARP members and
non-members alike. Bolstered by vigorous legal advocacy,
we spark bold, innovative solutions that foster resilience,
strengthen communities, and restore hope.
ACCESS VENTURES
accessventures.org economy connecting mission-driven companies and fund
Access Ventures is a catalyst building a more inclusive and
creative economy by changing the way the world invests.
We envision an economic environment guided by the
pursuit of equitably distributed growth — opportunities that
provide upward mobility to every citizen. We believe that by
prioritizing relationships over isolation and by offering a seat
at the table to the underestimated and underrepresented, we
build the community we all desire to live in.
AMALGAMATED BANK | NEW RESOURCE BANK
amalgamatedbank.com
For nearly a century, Amalgamated Bank has served as
America’s socially-responsible bank, supporting forward-
thinking organizations, companies, and individuals across
the country. We are an advocate for those working to make
the world more just, compassionate, and sustainable. Our
extensive experience, financial knowledge, and community
of like-minded customers offer a unique set of financial tools
to customers. Amalgamated is the country’s largest B Corp®
bank and a proud member of the Global Alliance for Banking
on Values. We don’t just have a mission. We are on a mission:
to support those who support others, to invest in progressive
and impactful causes, and to advocate true financial
opportunity for all.
BIG PATH CAPITAL
bigpathcapital.com
Big Path Capital is impact investing’s investment bank.
Big Path Capital works exclusively with positive impact
companies and funds helping in company exits, capital
raises, and founder liquidity. Big Path’s company and fund
clients are leveraging the engine of capitalism for greater
profit and greater good, bearing a new vision of capitalism,
demonstrating that every transaction represents an
opportunity for profit and prosperity to manifest. As a global
firm, Big Path Capital has worked with more impact clients
than any other firm in the sector advancing a sustainable
managers with mission-aligned investors.
BLACKSTONE CHARITABLE FOUNDATION
bxcfideas.com
Blackstone Charitable Foundation aims to empower a
global community of engaged citizens who have access to
the resources and networks necessary to pursue their ideas,
grow and scale their businesses, economically impact, and
positively contribute to their communities.
BLUE INK
blue.ink
We brand the new economy™. Blue.Ink is an impact venture
studio working to accelerate the shift towards a more just
and regenerative future. Through our unique engagement
model, we partner with social entrepreneurs, investors, and
philanthropists to design and build brands that will produce
measurable positive impact. We are proud to be a sponsor
and collaborator with SOCAP18, and we look forward to
another year of partnership with this growing community.

AUTODESK FOUNDATION
autodesk.org
The Autodesk Foundation supports the design and creation of
innovative solutions to the world’s most pressing social and
environmental challenges.

80 SOCAP18 OCT. 23-26, 2018

CAPITAL IMPACT PARTNERS DUTCH SOCIAL ENTREPRENEURSHIP MISSION 2018
capitalimpact.org socialimpact-mission.nl
Capital Impact Partners believes every underserved
community has the potential to be a strong, vibrant place
of opportunity. We seek to address key social and economic
justice issues and help ensure that communities are built
on a foundation of equity, opportunity, and inclusiveness.
A nonprofit Community Development Financial Institution,
Capital Impact Partners provides the capital and commitment
to catalyze this potential and break the barriers to success.
We work with communities to create a strong fabric of
high-quality services that foster good health, job creation,
economic growth, and interconnectedness—empowering
individuals to improve their lives and livelihoods.
CURIOSITY LAB
curiositylab.io
Curiosity Lab exists to help organizations build hyper-
engaged communities around their values. We provide
nonprofit and for-profit organizations with fully integrated
(or modular) strategy and activation services across Branding
+ Identity, Communications Strategy, Content, Partnerships,
Media, PR, and IRL engagement. Our process and ecosystem
connects creatives, brands, and non-profits in collaborations
for positive change. Our mission is to revolutionize the
advertising and media industries by shattering the glass
ceiling, opening the gates of the leadership ranks to all
people, and building a world class agency with inclusivity in
its DNA from the start.
DEUTSCHE BANK | DWS
db.com
Deutsche Bank is Germany’s leading bank, with a strong
position in Europe and a significant presence in the Americas
and Asia Pacific. We provide banking services to companies,
governments, institutional investors, small and medium-
sized businesses, and private individuals. We believe that
banking must become more sustainable. For us this means
that integrity and responsibility must guide all our actions.
In everything we do, we aim not only to create value for
our clients, shareholders, and employees, but also to meet
environmental and social challenges.
The Netherlands are leading social entrepreneurship in
Europe, and the Dutch impact ecosystem is flourishing. Dutch
entrepreneurs are known for their pioneering, collaborative,
and system-changing attitude.
Representing the Netherlands at SOCAP18, seventeen
successful and innovative social entrepreneurs will be joining
the Dutch organizing delegation, including the following:
- RVO
- The municipality of Amsterdam (Amsterdam Impact)
- The municipality of The Hague (Impact City)
- PwC the Netherlands
- Social Enterprise NL
- Enviu
Connect for impact, come and meet the Dutch!
ETHNOTEK BAGS
ethnotek.com
At Ethnotek, our mission is to keep culture alive by creating
high-quality laptop and travel bags that feature ethically
sourced handmade textiles. Your purchase sustains employment
for the art of hand printing, weaving, and embroidery with our
partnering artisan villages in Ghana, Guatemala, India, Indonesia
and Vietnam. Ethnotek is so much more than just a bag! It’s a
celebration of culture; it’s a community; it’s a global movement!
Come join the Tribe. Together we can keep culture alive!
FINANCE IN MOTION
finance-in-motion.com
Finance in Motion is a global impact asset manager
exclusively focused on micro, small, and medium enterprise
(MSME) finance and green finance. An expert at blending
public and private capital, the company develops and
advises impact investment funds with the primary goal of
achieving significant economic, social, and environmental
impact in low and middle-income countries. Backed by a
dedicated international team of around 200 staff members
based in seventeen offices, Finance in Motion’s hundreds of
investments for a cumulative $4.2 billion dollars have made a
difference in Southeast Europe, the Caucasus, Latin America,
the Middle East, and North Africa.
PARTNERS 81
 HABITAT FOR HUMANITY
habitat.org/impact/our-work/terwilliger-center-innovation-in-shelter
DOMESTIC. Habitat for Humanity is a leader in affordable
homeownership. In 2017, its affiliates provided over 4,000
affordable mortgages in the US. Habitat Mortgage Solutions
was created to increase production and provides mortgage-
related services, including unique financing options that
target non-traditional financers and investors.
INTERNATIONAL. Habitat for Humanity launched the
Terwilliger Center for Innovation in Shelter (TCIS) to catalyze
more inclusive housing markets to serve the 330 million
households worldwide living in slums or inadequate housing.
TCIS launched the Shelter Venture Fund in 2017 to invest in
entrepreneurs tackling the housing challenge with disruptive
products and services for low-income households.
IMPACTASSETS
impactassets.org dedicated to harnessing the power of markets to create
ImpactAssets is a nonprofit financial services firm that
increases the flow of capital into investments that deliver
financial, social, and environmental returns. Our signature
product, The Giving Fund, an innovative donor advised fund,
was created “of, by and for impact investors” to provide a
flexible solution for innovative and creative impact investing
that philanthropists were seeking.
Since 2010, ImpactAssets has become the leading facilitator
of direct impact investing within donor advised funds. Our
portfolio represents more than 380 impact investment
positions and $443 million in assets. We are also dedicated
to field-building through the ImpactAssets 50 database of
private debt and equity fund managers, The ImpactAssets
Handbook for Impact Investors, and the ImpactAssets Issue
Brief library.
82 SOCAP18 OCT. 23-26, 2018
JOHN D. AND CATHERINE T. MACARTHUR
FOUNDATION
macfound.org
The John D. and Catherine T. MacArthur Foundation supports
creative people, effective institutions, and influential
networks building a more just, verdant, and peaceful world.
MacArthur is placing a few big bets that truly significant
progress is possible on some of the world’s most pressing
social challenges, including over-incarceration, global
climate change, nuclear risk, and significantly increasing
financial capital for the social sector. In addition to the
MacArthur Fellows Program, the Foundation continues
its historic commitments to the role of journalism in a
responsible and responsive democracy, as well as the
strength and vitality of our headquarters city, Chicago.
OMIDYAR NETWORK
omidyar.com
Omidyar Network is a philanthropic investment firm
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 $1 billion
to for-profit companies and nonprofit organizations that
foster economic advancement and encourage individual
participation across multiple initiatives, including Digital
Identity, Education, Emerging Tech, Financial Inclusion,
Governance & Citizen Engagement, and Property Rights.
To learn more, visit www.omidyar.com and follow on Twitter
@omidyarnetwork #PositiveReturns
REDF
redf.org
REDF invests in and advises high-impact social enterprises
to employ and empower people overcoming barriers to
work. For over 20 years, REDF has used the principles of
venture philanthropy and business to create economic and
social inclusion. We provide financial capital, in the form of
grants and loans, and specialized consulting services that
help employment-focused social enterprises increase their
impact and grow to serve more people. We measure our
results through an investment lens by jobs created, lives
transformed, and public costs reduced.
SYMBIOTICS
symbioticsgroup.com
Symbiotics is an investment company specialized in
emerging, sustainable, and inclusive finance. Since its
inception in 2005, it has invested USD 3.75 billion in
more than 300 financial institutions in over 70 emerging
countries, working as an advisor or manager of about 30
investment funds and many institutional investors. The firm
is headquartered in Geneva, Switzerland, with offices in Cape
Town, London, Zurich, Mexico City, and Singapore, regrouping
over 100 employees globally. Symbiotics currently reaches
out, indirectly through its investments, to 1,600,000 small
enterprises and low income households at the base of the
pyramid in emerging and frontier markets.
IDEA PARTNERS
AERIS
aerisinsight.com
Since 2004, Aeris has guided capital to good. We provide
performance data, analysis, and ratings of both financial risk
and impact management. Aeris helps investors to screen,
underwrite, and monitor investments that meet their risk
parameters and social/environmental impact goals.
ALSISAR IMPACT healthy communities.
alsisarimpact.com
Alsisar Impact is a leading impact investment focused
transaction advisory firm. Alsisar provides a one-stop solution
to social enterprises and impact investors for investment
activity through a 360° holistic integrated services model
covering areas of Legal, Financial, Structuring, regulatory
compliance, and taxation services. It has brought together
under one roof experts and professionals experienced in the
area of impact investing, right from the intricacies of any
investment deal to the essentials of regulatory authorities.
With unique fee payment structures, Alsisar’s focus is to
deliver services in a cost and time efficient manner without
compromising on quality.
ARABELLA ADVISORS
arabellaadvisors.com
Arabella Advisors provides a comprehensive platform
of advisory and implementation services that enables
foundations, philanthropists, and investors to deploy capital
effectively for social change. Founded in 2005 to offer
strategic guidance for effective philanthropy, Arabella has
evolved into a mission-driven Certified B Corporation that
has helped scale the impact of clients whose portfolios
collectively represent more than $100 billion in philanthropic
assets. Arabella has partnered with hundreds of funding
organizations—including ultra-high-net-worth individuals
and families, community and family foundations, leading
institutional foundations, corporations, social entrepreneurs,
and nonprofits—to design, implement, accelerate, and
evaluate the impact of their grants and investments.
BLUEHUB CAPITAL
bluehubcapital.org
BlueHub Capital—formerly Boston Community Capital—is
a leading CDFI, providing expertise and capital to finance
projects and services that serve people and organizations
in low-income neighborhoods. Since our founding in 1985,
we have provided a total of $1.4 billion in financing for
projects that create good-paying jobs, high-quality education,
healthy food, affordable housing, good health care, energy
resilience, and foreclosure relief. BlueHub Capital believes
that low-income people deserve safe, vibrant neighborhoods
and the same quality of services that their more prosperous
neighbors enjoy. To that end, we offer an array of innovative
tools united by a common purpose: connecting low-income
neighborhoods with the resources they need to create
GLOBAL AFFAIRS CANADA, TRADE COMMISSIONER
SERVICE
international.gc.ca
The Canadian Trade Commissioner Service (TCS) helps
Canadian companies navigate the complexities of
international business.
PARTNERS 83
 KATE SPADE
CATHOLIC RELIEF SERVICES
katespade.com/collections/on-purpose/learn-more/
crs.org
Women are strong agents of change in the communities
Catholic Relief Services is the official international
where they live and do business, anywhere in the world.
humanitarian agency of the Catholic community in the
When women are empowered, their families and communities
United States. The agency alleviates suffering and provides
are empowered, as well. We at kate spade new york believe
assistance to people in need in more than 110 countries,
we play a role in catalyzing community empowerment
without regard to race, religion or nationality. Our programs
wherever our product is being made.
touch 130 million lives with innovative solutions and
responses to poverty.
Our social enterprise division, on purpose, creates supplier
partners that empower women, who in turn transform their
communities. Coupled with these efforts is our community
impact fund, providing philanthropic capital and igniting
local partnerships that accelerate the transformative impact
CROSSBOUNDARY empowered women in their communities will have. Improved
crossboundary.com health, economy and education of all girls and boys, women
and men in the on purpose supplier communities result from
CrossBoundary is a frontier market investment firm advising these combined efforts.
private equity funds, impact investors, local enterprises,
and development finance institutions seeking to raise or
mobilize capital. CrossBoundary’s mission is to unlock the
power of capital to make a strong return and a lasting
difference in frontier markets. CrossBoundary has over 50 KORN FERRY
full time investment professionals located across its offices
in Bamako, Johannesburg, Lagos, Nairobi, New York City, and kornferry.com
Washington, DC. Korn Ferry is a global organizational consulting firm. We
help clients synchronize strategy and talent to drive superior
performance. We work with organizations to design their
structures, roles, and responsibilities. We help them hire the
right people to bring their strategy to life. And we advise
ICA FUND GOOD JOBS them on how to reward, develop, and motivate their people.
icafundgoodjobs.org
ICA Fund Good Jobs is the nation’s only fully-integrated
advising and investing model dedicated to the creation
of good jobs and economic freedom. For over 22 years, it
has addressed the inter-related economic development SCHWAB CHARITABLE
challenges of increasing inequality, gaps in investment schwabcharitable.org
capital for women and entrepreneurs of color, and poor
Schwab Charitable is a donor-advised fund established
career advancement opportunities for low-income families.
as a service for individual investors to help increase their
The organization has been nationally recognized for
charitable giving. Since its inception in 1999, Schwab
innovative approaches, practical insights, and a unique ability
Charitable has facilitated over $10 billion in grants to
to spark collaboration between disparate partners. Through
approximately 131,000 charities on behalf of its donors.
tailored investments of capital and expertise, ICA Fund Good
Schwab Charitable serves a wide range of investors and
Jobs ensures that entrepreneurs are positioned to create
has been a pioneer in enabling registered investment
catalytic and sustainable community change.
advisors to manage the investments of donor-advised fund
accounts. Schwab Charitable also offers a private foundation
conversion service for private foundations considering a
donor-advised fund as a complementary or alternative
charitable vehicle. For more information, including a short
video describing the benefits of donor-advised funds, visit
schwabcharitable.org.

84 SOCAP18 OCT. 23-26, 2018

In-Kind Partners Network Partners
+Acumen
Alterna Impact
ANDE
Artemisia
Artha Networks
Ashoka
B Lab
Better Ventures
Buckminster Fuller Institute
CASE i3 @ Duke’s Fuqua School of Business
Conveners.org
Echoing Green
European Venture Philanthropy Association
Full Circle Fund
Gatherwell
Global Social Venture

Media Partners GSG Impact Summit

Higher Ground Labs
Hive
Holland FinTech
Investors Circle - Social Venture Network
Impact Hub
Invest with Values
Mission Investors Exchange
MIT Solve
New Ventures
One World Training
Pledge1%
Propeller
Reinventure Capital
SEED SPOT
Social Enterprise Alliance
Social Venture Connexion
StartingBloc
SV2
Toniic
Uncharted

PARTNERS 85
TEAM
 Team
As SOCAP expands from our annual flagship conference to a year-round events and media platform,
our team is growing. With a more robust content and programming team at SOCAP, and leveraging
the strengths of Intentional Media and our sister brands, we are working throughout the year to
amplify the excellent research, practice, and thought leadership in this field, to bring new people
into the conversation, and to connect across silos to accelerate the market at the intersection of
money and meaning.

This year’s team that has brought you SOCAP18 includes these amazing folks:

LINDSAY SMALLING • Chief Executive Officer

Lindsay has been with SOCAP since 2012 and became CEO in 2018, responsible for producing and curating the
annual flagship conference and expanding SOCAP to a year-round events and media platform. Lindsay was
previously Strategic Initiatives Officer at ImpactAssets, provided corporate social responsibility consulting
to early stage companies while at Entrepreneurs Foundation, and started her career in traditional financial
services with Wellington Management and Lord Abbett. Lindsay lives in San Francisco with her husband and
toddler twin girls. She is a graduate of Columbia Business School and Pomona College.

JAMIE MCGONNIGAL • Director of Business Development

Jamie is proud to be a part of the SOCAP team, following five years organizing RootsCamp, the nation’s largest
progressive “unconference.” Prior to that, Jamie produced more than 200 Broadway concerts and events,
benefiting organizations such as The Matthew Shepard Foundation, National AIDS Fund, United Nations
Association, and Broadway Cares / Equity Fights AIDS. In his free time, Jamie is a cartoon voice actor for Pokémon,
Yu-Gi-Oh! and several other animated features and video games. He can also be heard as a political commentator
on SiriusXM Progress 127 and HuffingtonPost. He lives in DC with his husband Sean, son Malcolm, and puppies Lily
and Rose. Find out more at jamiemcg.me.

LIZ MAXWELL • Senior Product Manager

Liz Maxwell is a creative producer, writer, and director with 5 years experience in the impact economy and ten
years in non-profit and for-profit arts management. She currently runs the national SOCAP 365 event series and
SOCAP’s first podcast, Money + Meaning. Liz is also a Research Fellow with the Democracy Collaborative, and
she previously served as Artistic Director at the Art Monastery Project and as Chief Dot Connector with the non-
governmental U.S. Department of Arts & Culture. Liz is passionate about using media and the arts to translate
strategies for a democratic economy.

ALEX KRAVITZ • Programming Associate

Alex is the newest member of Team SOCAP. He joined the company after graduating with an MBA from the
University of Michigan, where he served as the Director of Investment for the Social Venture Fund, a student-run
impact investing fund. Prior to business school, Alex founded and managed a real estate investment company with
his brother – yes, much like the show Property Brothers. He has a BSBA from Washington University in St. Louis.

CARI HANSON • Senior Content Manager

Cari returns to the SOCAP team this year to support content and speaker relationships for multiple tracks
including Gender + Markets, Indigenous, and Refugees, as well as to curate the Racial Equity theme. She has
been a content consultant since SOCAP16 and also curated content for the Oceans Track at SOCAP13 with
Future of Fish. She is the Principal at Orng Dot, a strategic systems development and designed experiences
consultancy working with startups, social enterprises, and the impact investment community. Her work focuses
on bringing people together to strengthen initiatives and deepen impact.

88 SOCAP18 OCT. 23-26, 2018

 FABIENNE BLANC • Operations Assistant
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. She enjoys, among other things, long walks with her dog, hiking or
skiing in the Sierra, and doing genealogical research. Her newest goal is to read at least one novel from each
country of the world. Suggestions welcome.

JUSTIN BELLEME • Marketing Manager

Justin leads the SOCAP18 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, North Carolina. In addition to working for SOCAP, JB Media has also offered marketing or
training services to the following organizations: B Lab, +Acumen, Social Venture Network, Conscious Company
Media, StartingBloc, Ashoka, and Hive Global Leaders. He is also the co-founder of the JB Media Institute, a
digital marketing online training program.

Event Staff
VASHONE HUFF • Sponsor Associate
VaShone returns to SOCAP again this year with the Business Development Team to support sponsors. A
California native, VaShone is an educator, advocate, and servant leader. After teaching in Oakland, VaShone
spent more than 15 years in Government Affairs working with the California State Senate, Port of Oakland, and
Oakland Mayor, Ronald V. Dellums. Her passion for diversity and inclusion took her to the East Coast where she
worked with New Organizing Institute and George Washington University. VaShone has her own government
relations and public affairs firm. She loves music, writing, dancing, traveling, and spending time with her family.

SARAH STERLING • Entrepreneur Coordinator

Sarah has several years of international development work experience in Latin America where she currently
lives and works for Pomona Impact as the Director of Impact in Antigua, Guatemala. As coordinator for the
SOCAP Scholarship Entrepreneurs since 2015, she brings her skills in leadership coaching, event management,
logistics, and outreach to the team at SOCAP18. She is excited to be joining the SOCAP team again this year and
hopes to be part of SOCAP for years to come.

CASSIE BARRETT • Marketplace Coordinator

Running the SOCAP Marketplace is a fun side project for Cassie. Her main gig is death. Cassie Barrett has been a
death worker since 2010, and she is the Director of Operations at Carolina Memorial Sanctuary, a conservation and
green cemetery located in Western North Carolina. Cassie considers her work a form of death activism, working to
help society heal its relationship to death, using education, conversation, and art as a way to engage people. Her
biggest mission is to encourage and empower people to prepare for their own death and to live a fuller life.

CASEY TERRAZAS • SOCAP Technical Director

Since 2011, Casey 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.

MARK LEONARDI • Production Manager

Mark Leonardi, a Native East Coaster, has been in Northern California for almost 20 years. Mark has spent
half of his life working in hotels and producing events nationwide. Mark has two older children who are just
beginning their college careers. When not producing events, Mark spends his spare time hiking, skiing, and
enjoying any and all live music.

TEAM 89
 Intentional Media Executive Leadership
ROBERT CARUSO • Chair and Managing Partner
Bob is Founder and Chairman of The Human Elevation Company, a global media and digital technology
company; and he is the Founder of Kantian Social Ventures, an investment company that invents, incubates,
and invests in a new generation of purpose-driven companies. He is Managing Partner and Chairman of
Intentional Media, a portfolio company of Kantian Social Ventures. Prior to these positions, he was President of
Select Equity Group, Inc., which manages more than $24 billion in client funds. Prior to Select Equity, Bob was
a Managing Partner, Chief Operating Officer, and a member of the Board of Directors of Highbridge Capital
Management. Highbridge managed more than $40 billion in AUM. Prior to Highbridge, he was a Managing
Director, Chief Financial Officer, and the Treasurer of Robertson Stephens, a San Francisco-based global
investment bank. He lives in Princeton, New Jersey, with his wife Michelle and five kids.

JOHN MORRIS • Managing Partner

John is dedicated to future initiatives and strategies to expand the SOCAP brand and the impact marketplace.
As CEO of V2V Associates, John consulted with the previous ownership of SOCAP before partnering with Robert
Caruso, CEO of Kantian Social Ventures, to lead the formation of Intentional Media to provide the resources
needed to expand the brand and social impact. Previously, John Co-founded Snowden Lane Advisors, a wealth
management firm currently with 3.5 billion in assets. Initially, John spent twenty-three years at Merrill Lynch,
fifteen years working with clients in London and Dubai, and then in New York where he was Chairman of Latin
America and Head of International Product and Marketing. He and his wife live in Princeton, New Jersey, and
are thrilled about the newest edition to their family, a grandbaby.

LINDSAY ZIZUMBO • President

Lindsay Zizumbo is the President of Intentional Media, a family of brands that include SOCAP, Conscious
Company Media and Good Capital Project; dedicated to connecting, educating and inspiring the intentional use
of capital and business for good. Previously Lindsay was the Chief Operating Officer of the Sorenson Impact
Center whose mission is to marshal capital for social good. In this role, she grew the Center from two employees
in 2014 to 40 in 2017, working on over 170 projects and investments around the globe. Lindsay graduated from
the University of Utah and lives in Salt Lake City with her husband Devin and two sons. At the end of this year,
Lindsay will transition to the Sorenson Impact Foundation where she will work with Jim Sorenson to further
catalyze the impact investing field. Lindsay will remain as a senior advisor to Intentional Media.

LUC FAGERBERG • Chief Operations Officer

Luc is the Chief Operating Officer for Intentional Media. In this role, he is responsible for supporting and
coordinating the growth of Intentional Media’s portfolio brands. Previously, he was Head of Business Strategy
and PMO at V2V Capital, where he was responsible for corporate strategy development and managing the
various mandates of the firm. Until his exit, Luc was a partner in Impulse Catalysts, an advisory firm specializing
in helping renewable energy startups navigate the political, business, financial, and regulatory landscapes of
international markets. Luc’s experience includes vast international familiarity – having lived in Switzerland,
Pakistan, Namibia, Mozambique, and Brazil. Luc is quadrilingual and graduated from Babson College with
concentrations in Finance and Economics.

90 SOCAP18 OCT. 23-26, 2018

SHARADIYA DASGUPTA • Managing Director, Good Capital Project
Sharadiya is Managing Director of Good Capital Project. Previously, she has worked in institutional client
businesses of multiple asset management firms and in corporate banking. She aims to leverage her experience
and learnings of “mainstream” financial services in her current pursuit of enabling capital movement towards
segments that need it the most. She has a BSc in mathematics and statistics, an MBA from Indian School of
Business, and an MPA with a focus on economic policy from Columbia University. She lives in New York City.

MEGHAN FRENCH DUNBAR • CEO and Co-Founder, Conscious Company Media

Meghan French Dunbar is the Co-founder and CEO of Conscious Company Media, the nation’s leading multi-
media hub dedicated to purpose-driven businesses and social enterprises. The company’s flagship product
— Conscious Company Magazine — was the first nationally distributed print publication in the U.S. to focus
exclusively on sustainable and conscious business practices. In addition to the magazine, Conscious Company
Media produces national events, such as the World-changing Women’s Summit and the Conscious Company
Leaders Forum, to train business leaders to use business as a force for good. French Dunbar is also the co-
creator and host of the World-changing Women’s podcast, which tells the stories of female business leaders and
founders making positive impacts in the world.

MARIANNE SCHNALL • CEO and Founder, What Will It Take

Marianne Schnall is a widely published journalist whose writings and interviews with high profile figures
have appeared in a variety of media outlets including CNN.com. Forbes, O, The Oprah Magazine, Marie Claire,
the Women’s Media Center, and The Huffington Post. Marianne is the founder and CEO of What Will It Take
movements, a media, collaboration, learning, event and social engagement platform that inspires, connects,
educates, and engages women everywhere to advance in all levels of leadership and to take action. She is also
the founder and Executive Director of Feminist.com, a leading women’s website and non-profit organization.

Marianne’s latest book is What Will It Take to Make A Woman President? Conversations About Women,
Leadership and Power featuring interviews with politicians, public officials, thought leaders, writers, artists,
and activists in an attempt to discover the obstacles that have held women back and what needs to change to
support more women in leadership.

LINDSAY SMALLING • CEO, SOCAP

(see bio above)

TEAM 91
IMPACT
 Impact @ SOCAP18
One of the high priorities we set for SOCAP is to produce as sustainable a conference as
possible. Below are some of the ways we have found to do that.
Venue
FORT MASON CENTER FOR ARTS & CULTURE
fortmason.org
SOCAP18 returns for the eleventh year to its dynamic,
waterfront home at Fort Mason Center, a unique landmark
that hosts an ever-evolving rotation of artistic programming,
including theatre and dance performances, as well as
educational and cultural classes, for over 1.2 million annual
visitors. Hosting SOCAP here significantly decreases the
carbon footprint of our event compared to hosting at a hotel,
and it allows us to support a National Historic Landmark
and part of the Golden Gate National Recreation Area, the
country’s largest urban national park.
Accommodations
TRIPZERO • tripzero.com
SOCAP has partnered with TripZero since 2016 to find great
hotel rates for SOCAP attendees and also to offset the carbon
footprint of their trip. We offset over 3,400 tonnes of carbon
in 2016 and 4,200 tonnes in 2017, erasing the estimated travel
footprint of all SOCAP attendees the last two years. TripZero
has been invaluable in 2018 helping us find hotels with the
limited availability caused by the Oracle conference. When
you book your accommodations through TripZero, they
calculate the carbon footprint created by your trip. Then, they
offset your footprint by funding reforestation and renewable
energy projects – at no charge to you. TripZero is a certified B
Corp and has created a different kind of travel agency to help
protect the planet.
94 SOCAP18 OCT. 23-26, 2018
Catering
ACRE GOURMET • acregourmet.com
Acre Gourmet is a solid SOCAP staple. We are all so nourished
by the integrity of the people in 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 a full composting and recycling
program that aims for ‘zero waste;’ no use of pre-packaged,
processed foods; using modern energy-saving equipment
and high temperature dishwashers that cut down on the use
of chlorine; using the freshest, least-processed ingredients
available and, whenever possible, using organic products
that are naturally low in sugar and saturated fats. Acre’s
menus are consistently diverse, balanced, and exceed USDA
guidelines for nutrition.
U.S. PURE WATER • uspurewater.com
The drinking water provided for SOCAP comes from U.S. Pure
Water Corporation. The full spectrum water treatment service
and sales company’s aim is to reduce plastic waste and 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 and County to POU systems and is helping
to green events, preventing hundreds of thousands of bottles
from landing in the waste stream.
 Printing Thank you to our
ASHBURY IMAGES & NEW DOOR VENTURES B Corp Partners!
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.

IMAGE4 • image4.com
To print the large signs around campus, we selected Image
4, which INC Magazine has called the “Greenest Exhibit
Manufacturer in America.” Their USGBC LEED accredited staff
are trained in the latest approaches to project sustainability
in the built environment, use 25% sustainable materials,
and have sustainability metrics built into their process for
continuous improvement.

Waste Management
CLEAN VIBES • cleanvibes.com
San Francisco leads the world in waste management, with
over 80% of waste diverted from landfills and a goal of zero
waste by 2020. Clean Vibes is dedicated to responsible on-
site waste management of outdoor festivals and events and
helps us to reduce our ecological footprint by increasing the
amount of material that is recycled and composted. They
actively encourage and promote recycling, composting, and
proper waste disposal and work to educate and inspire a new
generation of responsible stewards.

IMPACT 95