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WELCOME
WELCOME On behalf of SOCAP Group, we could not be prouder to
partner with the team at SOCAP to continue the great
spread awareness of the impact market, curate
thought-leadership in the space, and educate the
FROM THE FOUNDERS work they have been doing for more than 10 years. community. SOCAP will begin expanding its brand
SOCAP has been a pioneer of the impact investing reach to larger, more mainstream audiences and
industry and the largest convener in the space. enhance its consumer engagement practices
It's hard to believe that this is the 10th annual Conference at the Intersection SOCAP’s place has always been in the vanguard of to help bring impact investing into a broader
of Money and Meaning: SOCAP17. It has been our privilege to convene this the emerging global impact economy – convening consciousness. In many ways, SOCAP’s mission to
ideas and capital to catalyze world change. Rosa Lee be at the intersection of money and meaning is even
amazing group of people from around the world for ten years; gathering and Kevin have started and grown a brand that has truer and more important today, in a world in which
people who want to put their money where their values are, and to use done far more than become the largest convener in impact investing is emerging into the mainstream
this space, it has a become a community. It is time to and grapples with how to generate innovative and
capital to change the world for good. engage this community in a collective effort with the sustainable solutions to align the global financial
In our 10th year, we're focusing increasingly on the our work will be even richer because of the added broader capital markets. And I’m glad to be part of systems with the human needs of tomorrow.
big problems with systemic origins. Rather than resources and partnerships that SOCAP Group is this new engagement and effort. With additional expertise, growth capital, and
only sessions on alternative energy startups, we bringing to the table. partnerships, we are confident that SOCAP is the
are also looking at how the market can positively Each of us has a different perspective, approach, brand to guide our industry’s next decades.
impact climate change adaptation. Rather than So, let us introduce to you here, Bob Caruso, and style, and together we share a mission of
a few sessions on inclusion, this year we have a the Chair of SOCAP Group. Bob is an investor, accelerating capital flows to purpose driven Thank you so much to
major theme on racial equity, where we look entrepreneur, and philanthropist, and he’s investments. Philanthropy and public-sector the dedicated SOCAP
seriously at both the historic racial wealth gap and been working in the impact space for almost support – while critical – is not sufficient to solve the community for your
also the ways people are using a mix of funding for 10 years. After a career in asset and investment world's toughest challenges; we need market-based continued support, and
entrepreneurs with policy and attitude change. management, Bob founded The Human Elevation solutions and investment to play their role to fill the enthusiasm, and effort!
Company, a media and technology company that is capital gap. We firmly believe the financial markets Let’s go!
Figuring out how to work with development focused on “building people that build the world.” will be a catalyst for good in the years ahead, and
agencies on the UN’s Sustainable Development Bob is also the founder of Kantian Social Ventures, are excited to continue SOCAP’s mission to convene BOB CARUSO
Goals (SDGs) is another recognition of the cross an investment company that invests, incubates, ideas and capital to catalyze world change. CHAIR, SOCAP GROUP
sector collaboration and integration that comes and invents in a new generation of purpose driven We look forward to ramping up SOCAP’s efforts to
with maturity. The way forward for SOCAP in year companies. Bob, and the other investors in SOCAP
ten seems to be: continue to include the role of Group – all of whom have been deeply engaged
entrepreneurs and disruptive ideas, while also in this space – are perfectly suited to take SOCAP conference, it’s also a family reunion. If you’re an We always look forward to this week to see the
figuring out how to work with all sectors and to the next level as we continue to nurture what’s investor, meet an entrepreneur or two. If you’re amazing new work that will come to be, and
players on the long-term problems facing us. growing at the intersection of money and meaning. an entrepreneur, meet an investor! Get up-to-date the lives that will be changed because of this
on the latest happenings in impact investing. See gathering! Welcome to SOCAP!
We are also happy to introduce the new owners We are proud to be celebrating this new partnership, what people have figured out that is working to
of SOCAP – SOCAP Group, headed by Bob Caruso. and to see where it goes as the impact economy create community wealth, or new technologies, or
As we have reached our tenth year of producing, matures and learns to play a reliable, important thoughtful solutions that link justice with financial KEVIN JONES
Kevin and I want to make sure that this amazing role in our collective work with public sector and return. But mostly, we hope you have a great time. CONVENER
conference will continue to be relevant and vibrant, philanthropic sector partners all working toward
and hopefully have an even greater impact in the the Sustainable Development Goals. As always, the partnerships that begin at SOCAP ROSA LEE HARDEN
world than had we continued to convene SOCAP change the lives of the people who are building EXECUTIVE PRODUCER
independently. We are not going anywhere, and While you’re here this week, we hope you reconnect a world where our grandchildren will be able to
will be continuing in our roles as Convener and with old friends and be sure to make many new thrive.
Executive Producer. And we’re happy to know that connections, too – because SOCAP isn’t just a
We encourage you to reach out via SOCAP17.pathable.com to others who share your interests, and let them know
about the time you’ve arranged. You can also arrange a more casual meeting time during breakfast or lunch in
the Impact Hub.
CONNECTIONS 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 who you may not have otherwise. Grab breakfast in the front of the Big Top, then
@ SOCAP17 head to the back of the tent for this conversation that is intended to focus thinking, strategizing, and acting with a
gender lens.
MEANING EDUCATION
From the beginning, SOCAP has been focused on the intersection of money CO-PRESENTED BY: A quality education is a leading indicator in economic growth for individuals, CO-PRESENTED BY:
and meaning. Each year we devote time to explore the foundational communities, and nations, yet is elusive to millions of people on the planet.
underpinnings of what motivates and connects us, the purpose of capital, The nature of a quality education is also shifting rapidly to keep pace with
the spirit behind the work, and the larger context of investing with intention. 21st century skills and innovation. This track will examine the importance
Reflecting on both timely and timeless themes, sessions will explore infusing of early childhood education as the basis of any educational system,
activist principles, transforming relationships, creativity, and the self-care strengthening the pipeline of new economy ready students, global trends in
needed to take a stand, among other topics. The Meaning track at SOCAP17 will anchor the education, the connection between employers and education systems, and how technology is
conversation of how to individually and collectively seek meaning in our efforts and connect to being leveraged to increase access to education in the US and emerging markets.
a larger purpose.
To address the world’s persistent challenges, additional capital beyond Below are a few SOCAP17 sessions that are aligned with the GCP Grand Challenges.
government and traditional aid must be aligned with the Sustainable
Development Goals (SDGs). Despite decreasing public sector resources for Creating Shared Understanding
development, the SDGs provide a unifying framework for impact investors, »» Authentic Marketing for Social Impact Businesses - Wednesday, 10:45 am
development agencies, philanthropy, companies, countries, financial »» From the Talk to the Walk: Collaborate or Die - Thursday, 5:15 pm
INCLUSIVE FINTECH
institutions, and multi-stakeholder engagements to coordinate meaningful »» Communicating about Impact - Thursday, 5:15 pm
SUB THEME
impact. How can we better organize funding, collective goal setting, and measuring and Enabling the Entrepreneur
PRESENTED BY:
integrating impact in support of the SDGs? This track explores various roles capital can play, »» Flying Blind: No Way to Build a Social Enterprise - Wednesday, 10:45 am
ecosystem building to mobilize additional stakeholders, and case studies of innovative tools, »» Failing at Scaling: It’s Not All About Capital - Wednesday, 2:30 pm
models, and approaches for replication and scale. »» Accelerators and Access to Finance: What New Evidence Is Telling Us - Wednesday,
3:45 pm
Product Design & Distribution
OPEN »» Insights from Impact Advisors and Consultants - Wednesday 1:15 pm
»» Engaging Donor Advised Funds in Impact Investing - Wednesday 2:30 pm
SOCAP Open is our means of curating community-generated content, and »» Scaling Up through Public Markets: Structures and Strategies for Accessing New
crowdsourcing input on sessions that participants would like to see at Capital - Thursday, 4:00 pm
SOCAP. Open sessions may fall within one of our existing content themes, Legal Structures & Policy
and then will be listed as both. Or they may stand alone as Open, and as just »» Looking Beyond Venture Capital: Understanding the Need for Alternative Deal
too good an idea to pass up. Thanks to all participants for collaborating to Structures - Wednesday, 1:15 pm
make SOCAP an even richer dialogue! »» Making the Law Work for Social Entrepreneurs - Thursday, 11:00 am
»» How to Embed and Ensure Impact, Legally - Thursday, 5:15 pm
Impact Measurement
WILDCARD »» Evolution of Impact Reporting - Wednesday, 1:15 pm
»» The Data Conundrum - Wednesday, 3:45 pm
Wildcard sessions are those that don’t particularly fit within another theme,
»» Evolution of B Lab’s Gold Standard and Assessment Tools - Friday, 11:30 am
but are still important or emerging conversations. Though these topics may
Investable Solutions
be out-of-the-box or undefined in the sector, we find it’s important to be
»» Banks and Impact Investors: Allies or Adversaries? - Wednesday, 12:00 pm
responsive to the diversity of interests within our community. This year,
»» Is Impact Investing Ready for a Secondary Market? - Thursday, 12:15 pm
several sessions within the Wildcard theme are interactive sessions designed
»» Syndicating for Good - Thursday, 4:00 pm
to help attendees leverage the incredible insight and experience of the
community that gathers at SOCAP17.
TUESDAY OCTOBER 10
The Impact Accelerator is specifically designed GOOD CAPITAL PROJECT DESIGN WORKSHOP: CONSCIOUS LEADERSHIP FOR IMPACT
for social entrepreneurs, to amplify the benefit EDUCATION PROGRAMS TO SCALE IMPACT WORKSHOP @ SOCAP*
MEANING they receive from SOCAP and connect them with INVESTING Hosted by Conscious Company Media
a network of peers and mentors that will extend What training and education programs In this half-day, highly interactive
beyond the conference. are needed for students, entrepreneurs, workshop participants will create and
advisors, investors, and practitioners alike deepen the connection with other
RACIAL EQUITY to develop a common lexicon, taxonomy, conscious leadership peers, and
and measurement for impact? This is an also learn how to realize their full potential as
9:00 AM open workshop that continues the Good
Capital Project’s discussion around the Grand
a values-aligned leader. Participants are invited
to dive deep into the interdependent connection
NEIGHBORHOOD ECONOMICS Challenges of Enabling the Entrepreneur, Creating of personal leadership to ignite collective action,
ACCELERATING THE ACCELERATORS Shared Understanding, and Impact Measurement thus creating sustainable impact – a holistic
An annual SOCAP gathering, this year accelerator and Management. Come participate to share your approach to creating greater good in the world
leaders will convene to learn about the accelerator ideas and insight. through increasing their own personal capacity
EDUCATION selection tool, talk about and share best practices, Carolina Henriquez-Schmitz / Thomson Reuters of “Me” to build a stronger team of “We” and
and breakout into working groups to discuss new Pamela Jacobs / Envestnet ultimately make the world a better place.
shared tools and processes. This year, additional Good Capital Project Design Team *separately ticketed event
unstructured time has also been set aside to help
CLIMATE CHANGE accelerator leaders from around the world meet
MOVEMENT MAKERS: THE METHOD BEHIND
2:30-4:00 PM
and get to know more about each other's programs.
THEIR MOMENTUM
The strategies propelling successful
movements are uniquely applicable to
12:00 PM
SUSTAINABLE LIVELIHOODS
increasing engagement for positive social GOODCAPITALPROJECTDESIGNWORKSHOP:
impact. Those that influence the social norms THEIMPACTECONOMYSUPPLYCHAIN
affecting their market – instead of campaigning or From deal sourcing and due diligence to
BEYOND AID GENERAL REGISTRATION OPENS competing – will lead our future. You'll take away distribution and promotion, what are the
the three must-haves in all movements – including central gaps and challenges preventing
the six roles that enable success – and pinpoint our industry from achieving an integrated supply
OPEN 12:30-2:00 PM the unique role you're most needed to play in the
movement you're making.
chain for impact investments at scale? This is an
open workshop that continues the Good Capital
Charlie Brown / Context Partners Project’s discussion about the Grand Challenges
Robert Benedict / Context Partners of Investable Solutions, Legal Structures and
FACILITATED NETWORKING BY SECTOR Policy, and Product Design and Distribution. Come
Meet other attendees in similar or related areas of participate to share your ideas and insight.
WILDCARD
work from around the world. All are welcome and
1:00 - 4:00 PM
Agnes Dasewicz / United States Agency for
invited to self-select into these broad categories International Development (USAID)
based on interest, experience, or otherwise. For Caroline Vance / Deutsche Bank
both longtime SOCAP attendees and first-time Lisa Willems / AlphaMundi
GOOD CAPITAL PROJECT
attendees, take this opportunity to make new THE REAL DEAL: ADAP DEAL ROOM @ SOCAP Megan Fielding / TIAA Investments
connections that will last beyond SOCAP17. Look ADAP (A Different Approach to Poverty) Reggie Stanley / ImpactUs
for signs by registration directing you where to go. is hosting an action-oriented deal room, Good Capital Project Design Team
Agriculture – including but not limited to the fields of and all interested SOCAP attendees
INCLUSIVE FINTECH
energy, water, sustainable fashion, food, conservation, are invited to join the conversation. Five to ten
climate change, and sustainable livelihoods outstanding entrepreneurs selected through an FACILITATED NETWORKING BY GLOBAL REGION
Technology – including but not limited to media, open application process will meet with (not Whether you have traveled in from these regions
SPOTLIGHT
arts, fintech, cryptocurrency, mobile, marketing, pitch to!) a group of investors. After this session, of the world, are engaged in work related to these
WEDNESDAY, OCTOBER 11
networking sessions, organized by global region. WELCOME PARTY FESTIVAL PAVILION AND BIG TOP
You will surely learn something new and convert FESTIVAL PAVILION
a few strangers into friendly faces around campus Our SOCAP Soirée welcomes the global SOCAP THE CASE FOR INVESTING IN EARLY
TUESDAY, OCTOBER 10
throughout SOCAP. Regions will include Asia, Latin CHILDHOOD: WHY WE CAN’T AFFORD TO WAIT
8:30 AM
community with international hors d'oeuvres, and
America, Europe and Africa. plenty of time for greeting old and new friends. Neuroscientists and economists cite
early childhood as both a critical period
of development and when investments
WEDNESDAY, OCTOBER 11
Jacinta Gauda / Gauda Group supporting promising entrepreneurs and Harper McConnell / Starbucks Coffee Company and impact investors must overcome? Hear from
offer the unique ability to leverage millions Jamie Martin / Morgan Stanley successful company founders who are creating
of investment dollars into the generation of Rachel Serotta / Root Capital value across diverse market verticals, unified by
FLYING BLIND: NO WAY TO BUILD A SOCIAL hundreds of millions in revenue, employment Tara O'Shea / Planet our buoyancy in this demographic tidal wave.
ENTERPRISE for thousands, and scalable products and The founders will share how they have overcome
Delivering social good typically involves services that can improve the lives of millions. This challenges, and how they quantify social impact.
scrambling with limited resources to tackle panel will illuminate common challenges and best GOOD JOBS ARE GOOD INVESTMENTS Val Ornoy / LifeAssist Technologies
pressing and desperate challenges. The practices in scaling up the flow of capital in local Why should investors care about jobs? Many Kai Stinchcombe / True Link Financial
understandable instinct is to reach as many people economies and the subsequent impact on social and early-stage companies focus on minimizing Thuc Vu / OhmniLabs
as quickly as possible. But – without timely data to environmental issues worldwide. employee costs, yet new evidence suggests Marcie Rogo / Stitch
understand customer experience, social impact, Will Poole / Capria that maximizing human capital strategies Victor Wang / care.coach
and business drivers – social enterprises are often Patrick Cannell / Performa Investimentos can be a competitive advantage. How can
flying blind. Lean Data and other customer-centric Megan Walsh Thompson / Ford Foundation we use the power of money to promote
techniques can deliver important insights at low quality jobs, good people management, and human
12:00 PM
Dmitry Fotiyev / Brightmore Capital
cost, leading to greater social impact at scale. Rich Ambrose / Pomona Impact capital practices? During this session, field leaders
Ann Mei Chang / US Global Development Lab at USAID and investors will showcase recently launched
Maryana Iskander / Harambee Youth Employment
Nicholas Vickery / International Finance
Corporation (IFC) software for assessing job quality outcomes and PA R A L L E L S E SS I O N S
Accelerator discuss strategies for considering human capital in
Sasha Dichter / Acumen the investment process.
Lindsay Louie / William and Flora Hewlett Foundation AUTHENTIC MARKETING FOR SOCIAL IMPACT Mark Popovich / Aspen Institute REWRITING THE ROLE OF FAILURE
BUSINESSES Renata Hron Gomez / Investors’ Circle Failure is an inevitability of the
When your mission drives every decision Ed Briscoe / Weave Social Finance entrepreneur experience. Social change
REDEFINING PERSONAL WELLNESS you make, gaining a competitive advantage Mary Jo Cook / Pacific Community Ventures leaders experience pressures to “get it
Our society has allowed the marketplace to requires articulating your impact. This panel right” – the mission is critical, they have
define our sense of significance and well- of experts from the worlds of marketing, teams to motivate, or they’re helping
being based on success and appearances. branding, video, mobile technology, social RISKY BUSINESS: HOW CAN WE LOWER RISKS TO people consider old problems in new
However, we have the opportunity to step out media, and influencer strategy will share SCALE INNOVATIVE FINTECH COMPANIES? ways. Although failure can be an innovator’s best
of that framework and build another basis for today’s best practices for effective, authentic digital One of the key challenges for impact learning tool, the ways money is tied to impact can
our well-being. This requires that we first take a communications for mission-driven businesses, investors is figuring out the level of risk leave little room to experience and learn from it.
personal journey to understand our own values from startups to established enterprises operating involved in early-stage companies. But How can the ecosystem rewrite the role of failure
and motivations around money. This session will multi-million dollar campaigns. The group will offer what if that risk could be somewhat to sustain and develop impact entrepreneurs?
explore how to take that understanding and move tactical strategies, tips, and a look at emerging removed to pave the way for more Eric Dawson / Peace First
towards the economy of being well. technologies that are disrupting the industry. money to flow to innovative solutions? Katrina Spade / Recompose
Vince Siciliano / New Resource Bank Janet Fouts / Tatu Digital Media In this session, investors and startups of Catalyst Rey Faustino / One Degree
Donna Morton / Change Finance Gerard Adams / Fownders Fund will discuss ways to de-risk investments in Christopher Ategeka / Health Access Corps
Cassie Fowler / Pledgeling fintech startups in emerging markets by working
Paul Lynch / Cage Free Productions with a group of like-minded investors, funders,
IMPACT INVESTING AS A PALLIATIVE OR AS A entrepreneurs, and fintech specialists. BANKS AND IMPACT INVESTORS: ALLIES OR
SYSTEMIC INTERVENTION FOR JUSTICE? Gopika Prabhu / Elefint Designs
Adam Sorensen / Gates Foundation ADVERSARIES?
Impact investing gained popularity based Justin Belleme / JB Media Group
Yoann Berno / Catalyst Are banks and social impact paradoxical?
on the notion that investors are able to David del Ser / Catalyst Fund Can investing in banks ever be impact
“have their cake and eat it too.” Yet, many INVESTING WITH PURPOSE: SUSTAINABLE COFFEE Tahira Dosani / Accion Venture Lab investing? What impact do your deposits
worthwhile interventions still seem palliative, Coffee is the second most traded Miguel Duhalt / Comunidad4Uno have while you’re asleep? This session
rather than looking at the underlying causes. commodity globally. While the demand for will provide a deep-dive in sustainable
Can impact investing fulfill its promise without ethically- and sustainably-sourced products banking, exploring both the investment
addressing systemic injustice and wealth inequality grows exponentially, coffee is still grown by WE’RE ALL GETTING OLDER! SOCIAL and impact case.
to redefine who wins and who loses in the economy? smallholder farmers living near or below ENTREPRENEURSHIP CHALLENGES & Vince Siciliano / New Resource Bank
Andrea Armeni / Transform Finance the poverty line. With 80% of the world’s OPPORTUNITIES IN THE AGING ECONOMY Clara Miller / Heron Foundation
Rodney Foxworth / BALLE coffee produced by ~25 million smallholders, Increasing longevity has created Lisa Hall / Anthos Asset Management
Regan Pritzker / Libra Foundation supporting farmers to grow high-quality products unprecedented opportunities in healthcare, Laurie Spengler / Enclude
Aner Ben-Ami / Candide Group and linking them to the specialty coffee value finance, interpersonal relationships,
WEDNESDAY, OCTOBER 11
child neuroscience, development, and The world loses between 5 and 20 trillion
evaluation, we know a lot about how dollars of ecosystem services each year,
children learn and develop. The next frontier primarily those provided by natural TRANSFORMING INGO BUSINESS MODELS: THE
INNOVATING FOUNDATIONS (IT’S NOT YOUR
for early childhood education is applying that resources such as forests, water, soil, and ROLE OF MARKET-BASED SOLUTIONS AND
GRANDFATHER’S PHILANTHROPY)
knowledge in new ways. Learn where the innovation oceans. The booming green bond market IMPACT INVESTING
What does innovative impact investing
opportunities are from the investor, science, is one example of market demand, but the This panel will explore three key themes
by foundations look like? Pioneering
business, and implementation perspectives. majority is directed towards renewable energy related to the role of international non-
foundations will respond to rapid-fire
Isabelle Hau / Omidyar Network and infrastructure. This session will explore governmental organizations in impact
questions meant to spark debate and
Judy Cameron / National Scientific Council on the lessons learned from mainstreaming investments investing. First, it will unpack the true assets
reveal strategies for employing the most
Developing Child in conservation and how capital providers with of INGOs and surface cases of when assets
innovative investment models in the
Henry Wilde / Acelero Learning different risk-return and impact expectations have and haven’t proven effective. Second,
impact investing space. This lively and interactive
George Halvorson / Kaiser Permanente scale investment for critical natural resource it will explore operational questions including
conversation will address opportunities for “deep
management challenges. new structures and partnerships with investors
impact,” and how foundations use first-in capital,
Kevin Smith / Goldman Sachs and corporations to improve impact and business
the heft of endowments, and their prominent
GO BIG OR GO DEEP? IMPACT AS COMPETITIVE Joan Larrea / Convergence outcomes. Lastly, it will explore how INGO assets
platforms to partner for social change.
ADVANTAGE Adam Connaker / Rockefeller Foundation can be leveraged for impact, and what needs to
Jamie Merisotis / Lumina Foundation
While the entrance of mainstream Dale Galvin / Rare change – whether rooted in culture, partnerships,
Tracy Palandjian / Surdna Foundation
financial institutions is critical for scaling Stacey Faella / Woodcock Foundation or other – to push the sector to a new level.
Kelly Ryan / Incourage
impact investing, the opportunity to Alice Gugelev / Global Development Incubator
Debra Schwartz / MacArthur Foundation
delight investors with bespoke impact offerings is Marilia Bezerra / CARE Enterprises
in the sweet spot for more boutique organizations. ASSET DISCOVERY AND DEVELOPMENT: A Patrick Fine / FHI 360
This panel will explore how longtime impact FUTURE OF SHARED PROSPERITY Drew von Glahn / World Bank Group WOMEN, LEADERSHIP, & POWER: WHAT WILL IT
practitioners are innovating at the deep end of the CultureBank is a new model for mobilizing Richard Gomes / Shell Foundation TAKE?
pool as a competitive differentiator to avoid being community cultural assets for social Women are still vastly underrepresented
absorbed or compromised by the mainstream. impact that seeks to trigger a culture shift in leadership and spheres of influence
Tim Freundlich / ImpactAssets in investment systems so that community wealth INDIGENOUS FINANCE: RE-BUILDING SOCIAL
including media, finance, politics, and
Maya Chorengel / The Rise Fund is understood, leveraged, and shared. This lively CAPITAL TO UNLOCK OPPORTUNITIES FOR
business. With heightened awareness of the
Patricia Farrar-Rivas / Veris Wealth Partners roundtable will discuss definitions of wealth and IMPACT
social and economic consequences of persistent
Wayne Silby / Calvert Foundation explore the process of discovering and developing This panel will showcase innovative
gender inequity, advancing women in leadership
valuable assets in and with communities. We’ll instruments and recent transactions that
will require a fresh, transformative, and cross-
consider new models for asset discovery and are overcoming the financial exclusion of
sector approach to address the challenges and
UNLOCKING THE POWER OF CAPITAL FOR development that make community investments Indigenous Peoples. How can Indigenous
opportunities. We will tackle important questions
SYSTEMIC CHANGE more productive in the long-term. communities benefit from and contribute
related to women’s pathways to leadership, what
Investors, donors, and changemakers must Penelope Douglas / Yerba Buena Center for the Arts to the growing world of impact finance
cultural and structural changes are needed,
speed the transition to a regenerative Daryn Dodson / Illumen Capital and more traditional finance? How can this be
and how women can model new paradigms of
economy. Thousands of highly motivated Ashara Ekundayo / Impact Hub Oakland done in a non-colonial manner that builds on
leadership and power.
wealth holders have committed to Marina Gorbis / Institute for the Future (IFTF) and respects their unique assets? This panel will
Marianne Schnall / What Will It Take to Make a
activating a majority of their assets address these questions and highlight incredible
Woman President?
towards lasting well-being for society impact investments opportunities that Indigenous
Suzanne Biegel / Catalyst at Large
and the environment. Find out how you can FREE YOUR MIND: NARRATIVE CHANGE AND THE communities are leading.
Aimee Allison / Democracy in Color
join a growing group of financial activists and ROLE OF MEDIA AND ART Lourdes Inga / International Funders for
Cynthia Nimmo / Women’s Funding Network
field leaders who are training in the necessary Change the narrative and change Indigenous People (IFIP)
Tiffany Shlain / 50/50 Day
philosophy, strategies, and practices of moving perceptions. Media and art play a massive Shaun Paul / Ejido Verde
major money toward a more just future. part in the perception of what we value Josue Velasquez / Intercultural Indigenous
Deb Nelson / RSF Social Finance individually and culturally. Whoever University of Michoacán EVOLUTION OF IMPACT REPORTING
Joel Solomon / Renewal Partners controls the distribution channels, controls Chrystel Cornelius / First Nations Oweesta Impact measurement, reporting, and
Akaya Windwood / Rockwood Leadership Institute the narrative. Not your typical place for Corporation assessment all command heightened
Don Shaffer / RSF Social Finance impact investing, come hear of the disruptive Nicole McDonald / J.W. McConnell Family attention in today's marketplace. As well
work and opportunities that investors, business, Foundation they should, given that everybody wants
and entrepreneurs are engaged in to bring diverse to know how their assets are performing.
voice, cultures, and programming for all.
WEDNESDAY, OCTOBER 11
industry leaders will share recent developments in services grows, financial advisories are strategies, and public-private-partnerships. bringing higher quality online education
impact reporting, and discuss how the discipline emerging globally with an evolving focus Jim Sorenson / Sorenson Impact Foundation to changemakers in developing nations.
must continue to evolve. on impact. Who are these advisors? Who Neeraj Aggarwal / Michael & Susan Dell Foundation Panelists will discuss key advances emerging
Nick Flores / CAPROCK Group are their customers and how is their Deborah Kasemeyer / Northern Trust Corporation from Philanthropy University, the pioneering
Todd Johnson / iPAR clientele changing? What innovation are Jessica LaBarbera / Nonprofit Finance Fund work of +Acumen, and others. Panelists will
Sara Olsen / SVT Group they bringing to the field to address cost explore the challenges in using technology to scale
and impact management? What do they an education system with tangible benefits, with a
see trending in impact over the next five “ENTREPRENEUR FRIENDLY” INVESTORS: DO focus on solving the problem of creating a product
LANGUAGE MATTERS years? Join us as we hear from six global leaders THEY REALLY EXIST? originating in the North and West that is able to
Language is a powerful tool for dividing in the field of impact investing. Many impact investors say they are serve learners in the Global South.
and uniting. Many terms have systemic Lisa Kleissner / Toniic “entrepreneur-friendly,” but what do Miriam Chaum / Philanthropy U
underpinnings and help maintain the status Jessica Matthews / Cambridge Associates entrepreneurs most need from investors? Jo-Ann Tan / +Acumen
quo. In this session, we will clarify the differences Annie Roberts / Open Capital Advisors Hear from a panel of honest, direct speaking Ben Mangan / BerkeleyHaas
between equity, diversity, and inclusion to give Jennifer Kenning / Align Impact social entrepreneurs about what has worked and
everyone a common, actionable language. This Martin Rich / Future-Fit Foundation not worked in their investor relationships, and
active session is a unique opportunity for collective Jonathan Firestein / Ascent Private Capital how the right kind of support has helped drive IMPACT INVESTING IN PEACEBUILDING
conversation, not just a semantics lesson. We Management of U.S. Bank their business success. This panel should appeal to Today, we face an unprecedented level of
will create a safe, nonjudgmental space to be Glen Yelton / SNW Asset Management both entrepreneurs as well as investors seeking to human conflict around the world. At the
vulnerable and ask questions. mitigate risk and add value to entrepreneurs. same time, impact investing is increasingly
Uma Viswanathan / W.K. Kellogg Foundation Rachel Connors / Yellow Leaf Hammocks used to address a wide variety of global
Daryn Dodson / Illumen Capital LOOKING BEYOND VENTURE CAPITAL: Shelley Saxena / Sevamob challenges. This session will explore the
Joseph Mouzon / Anita Borg Institute for Women UNDERSTANDING THE NEED FOR ALTERNATIVE Tracey Turner / Copia use of impact investing to heal divides,
and Technology DEAL STRUCTURES Andy Lower / A Different Approach to Poverty (ADAP) alleviate conflict, and create shared purpose.
Annette Evans Smith / Alaska Native Heritage Center Ten years of direct impact investments Minhaj Chowdhury / Drinkwell While conflict regions are often considered high-
have taught us a lot about what type of risk and areas to avoid by investors, there is a
capital works well for social enterprises critical role to be played by thoughtful impact
NEIGHBORHOOD PLACEMAKING IS THE REMEDY – and it's not always venture capital or CIVIL INVESTING: SOCIAL CAPITAL AND THE investors and brave entrepreneurs to lay the
TO “UNNATURAL CAUSES” AFFECTING HEALTH straight debt. This session explores in detail CIVIC MEDIA CRISIS economic foundation for conflict resolution and
This session will bridge silos in the rise in alternative deal structures and “Fake news,” “alternative facts,” and the peace.
conversations taking place around how they can lead to more just results. Building designation of independent news media Julie Hammerman / JLens
“building healthy communities,” on the expertise of practitioners, the session will as “enemies of the people” are threatening Kola Masha / Babban Gona
“gentrification,” and “opportunity in the innovation showcase a range of emerging models by sector, democracy worldwide. With massive digital Catherine Gill / Root Capital
economy.” Communities themselves are often left stage, growth, and exit opportunity. disruption sweeping through the news business, Aryeh Green /Gigawatt Global
out of neighborhood development, and even well- Andrea Armeni / Transform Finance mission-driven investment and ownership models for Alexis Bonnell / United States Agency for
intentioned groups can fail to address systemic Aner Ben-Ami / Candide Group media companies globally are becoming ever more International Development (USAID)
problems and create sustainable pathways Victoria Fram / Village Capital important. A panel of international impact-focused
forward. This panel will feature real talk from Astrid Scholz / Sphaera media owners and investors explore ways to finance
community leaders on ways to support place- news organizations to protect the civic role of the
based innovation that help communities meet
their own needs and drive their own development. FINANCIAL INNOVATION: PAY-FOR-SUCCESS
media and sustain its vital function in democratic life.
Patrice Schneider / Media Development
2:30 PM
Markese Bryant / Remix: The Soul of Innovation AND OTHER CAPITAL STRATEGIES IN SUPPORT Investment Fund PA R A L L E L S E SS I O N S
Sandra Davis / California Endowment OF OUR YOUNGEST GENERATION Burt Herman / Lenfest Institute for Journalism
Nicole Lee / Urban Peace Movement Research suggests that children from Harlan Mandel / Media Development Investment
Tiffany Gibson / Higher Ground Neighborhood low-income or vulnerable families face Fund MONEY DIVAS
Development challenges from an early age that often Nienke Venema / Stichting Democratie en Media Women are reinventing every aspect of
Mariela Uribe / Alameda County Public Health result in negative social, economic, educational, David Haas / Wyncote Foundation capital markets. Meet women from diverse
Department and health outcomes over their lifetimes. Targeted, backgrounds who believe in justice,
Tyrone Stevenson Jr. / Original Scraper Bike Team high-quality interventions and investment in love, and intact ecosystems as radical
children, their families, and their communities approaches to how money moves. They
can close some achievement and opportunity work in public markets, private equity,
gaps. This panel will discuss innovative work from and philanthropy and collectively bring humor,
WEDNESDAY, OCTOBER 11
Kimberly King / Kimberly King Media Joe Speicher / Autodesk $80 billion are a powerful tool through gaining mass momentum. In five years, the
Akaya Windwood / Rockwood Leadership Institute Victoria Fram / Village Capital which to practice impact investing and sector grew by 70% to €3.5 billion. It creates
Georgette Wong / Correlation Consulting Nicole Systrom / Primera Coaching and Consulting grant making. A DAF is a charitable more jobs than commercial peers, and accounts for
Melissa Uhl / Elemental Excelerator account at a public charity that lets the 3% of Dutch GDP growth. This is the result of a unique
Philip Varnum / Lemelson Foundation donor advise on capital deployment. ecosystem with business, finance, and government
SCALING FINTECH FOR INCLUSION AROUND THE Increasingly, DAFs are being used as family collaborating in a National Social Enterprise
WORLD foundation alternatives. Join us to hear from our Platform. The Dutch share insights on creating
Fintech innovators have the potential to FAILING AT SCALING: IT’S NOT ALL ABOUT CAPITAL expert panelists about how capital can be donated this vibrant ecosystem and how this approach can
increase access to, improve the quality of, Why are there thousands of new mission- and invested for impact out of these lesser- known, transfer to other countries and regions.
and reduce cost of financial services for the driven enterprises but few ventures but potent and growing charitable vehicles. Willemijn Verloop / Social Enterprise NL
underserved at scale. But to scale successfully, they that serve millions? Capital is the issue, Fran Seegull / US Impact Investing Alliance Stef van Dongen / Enviu
need access to different kinds of support throughout right? Wrong. The Innovation Investment Bert Feuss / Silicon Valley Community Foundation Warner Philips / Social Impact Ventures NL
their growth trajectory. This session explores the Alliance (IIA) – a partnership of the Skoll Tim Freundlich / ImpactAssets Leila Janah / Samasource
capital and non-financial needs of scaling inclusive Foundation, USAID’s Global Development Sarah Gelfand / Fidelity Charitable Founders of Fairphone, GoodUp, and The Social
fintech. Startups at different stages, funders, and Lab, and Mercy Corps – has invested nearly $50 Medwork
investors speak to the challenges of identifying the million to scale up some of the highest-performing
right resources to support growth at the right time. social enterprises in the world. Hear seasoned BUILDING A PIPELINE FOR RACIAL EQUITY
Vikas Raj / Accion Venture Lab entrepreneurs and funders share real stories It is time to change the story around who is FORGET NET ZERO: IT’S TIME TO INVEST IN
Christopher Sheehan / WorldCover about what went wrong and how they navigated an entrepreneur and founder. Entrepreneurs NEGATIVE CARBON
Allison Lu / Tala to get back on track. of color are underrepresented and Turning the tide on climate change is the
Alex Lazarow / Omidyar Network Alexis Bonnell / USAID Center for Development underfunded today. How can the field better identify, most urgent challenge facing humanity.
Jacob Haar / Community Investment Management Innovation cultivate, accelerate inclusive entrepreneurship? What we do in the next 50 years will
Keno Sadler / Echoing Green Hear from leaders in the field who are creating determine the next 10,000 years of life
Ella Gudwin / VisionSpring different and unique structures. We’ll feature on Earth. Not only do we need to reduce
THE ESSENTIAL INTERMEDIARY Michael MacHarg / Mercy Corps a number of case studies and examples in this human-caused greenhouse gas emissions,
The system entrepreneur is the one Erin Worsham / CASE at Duke resource heavy and tactical discussion. Ample time but we must rapidly, and massively, draw carbon
who catalyzes the ecosystem to build for questions will be a part of this session. down from the atmosphere. How? Land-use. Soil,
community wealth. Despite being essential, Tony Tolentino / Blackstone Inclusive forests, and coastal wetlands offer enormous
it’s often hard to fund this central role due to a COME TOGETHER, RIGHT NOW: CATALYZING Entrepreneurship Challenge carbon sinks that can stabilize and cool our
funder bias for funding direct impact. The system PLACE-BASED IMPACT INVESTING ECOSYSTEMS Cliff Barber / Expanding Black Business Initiative precipitously warming planet. Hear from leading
entrepreneur is one step removed from direct What does building a place-based impact Emile Cambry / Blue1647 researchers, ranchers, forestland managers, and
impact but drives evolution of the whole system. investing ecosystem really mean? Who Humaira Faiz / Arabella Advisors impact investors on the best technology available
In a pilot project in Armenia, the UNDP is showing is involved and how are they learning for solving global warming: natural systems.
the right way an anchor institution can fund the from each other? Rooted in research, this Bettina von Hagen / Ecotrust Forest Management
system entrepreneur. Join us to hear more about session features foundation leaders and LEARNING THROUGH PLAY IN EARLY CHILDHOOD Amrita Vatsal / Ecotrust Forest Management
this role and this project. others who have come together focused on Evidence shows that the biggest impact on Kat Taylor / Beneficial State Bank
Kevin Jones / SOCAP the common goal of improving a place. Whether a child’s trajectory through life takes place Cory Carman / Carman Ranch
Mariianne Crary / HubSV you are an investor, investee, or advisor, come to during the early years. Emerging research
Audrey Selian / Artha Initiative hear how stronger networks and coordination can demonstrates that play is a powerful tool for
Artak Melkonyan / UNDP amplify your work. Leave with a vision and tips for educational development and enables children ECONOMIC EQUITY IN WOMEN’S REPRODUCTIVE
growing your own impact investing ecosystem. to become creative, engaged, lifelong learners. RIGHTS – A COORDINATED PLATFORM APPROACH
Susan Hammel / Minnesota Council on Foundations During this session, experts and practitioners will Access to reproductive care is critical to
INVESTING IN CLIMATE CHANGE INNOVATION Cynthia Muller / W.K. Kellogg Foundation present high quality, low-cost and scalable play- economic opportunity and equity. Mission-
Private capital and entrepreneurs are William Towns / Benefit Chicago based models that have the potential to yield driven investors who care about women’s
stepping up to address climate change Melanie Audette / Mission Investors Exchange high impact for children, their families, and their health and reproductive rights and justice now
despite the inaction of government and communities in the developing world. have a range of investment opportunities to
entrenched interests. While money is an Devon McLorg Ritzer / BRAC complement their philanthropy and advocacy.
essential way to contribute to new ventures, Fiona Smith / LEGO Foundation This is a field ripe for innovation. This panel will
the expertise, networks, and resources to Sarah Jaffe / Worldreader examine new investment approaches and specific
take an idea from concept to commercialization Afzal Habib / Kidogo Early Years opportunities, supporting current providers, and
often account for equal or greater value. Learn spurring innovation in the sector.
WEDNESDAY, OCTOBER 11
Lisa Molinaro / Tara Health Foundation Exchange’s Investment Opportunity Forum greatest concerns and there is a good
with fast-paced, investor / investee side- chance that you will hear about access to APPLYING EXPONENTIAL TECHNOLOGIES TO
by-side stories of social and environmental capital. But what does the research tell us ACHIEVE ZERO HUNGER
International aid agencies have the benefit
3:45 PM
problem-solving. Every deal presented was about financing constraints for small and
fueled by foundation capital. growing businesses, especially in emerging of tremendous scale, infrastructure,
and local expertise but are not always
PA R A L L E L S E SS I O N S John Balbach / MacArthur Foundation
Gireesh Shrimali / Climate Policy Initiative, India
markets? How do accelerators really help SGBs
secure more capital? How does access to finance considered as agile or innovative as actors
Joan Briggs / Fink Family Foundation really influence SGB growth rates? Panelists will in other sectors. Yet, with heightened
Martin Edlund / Malaria No More discuss these questions, drawing from several attention on achieving the Sustainable
STORIES FROM THE FIELD: PERSPECTIVES FROM Development Goals (SDGs) by 2030, some global
Madeline Wu / David and Lucile Packard Foundation recent studies of accelerator programs.
ENTREPRENEURS AND RESEARCHERS IN THE players are defying expectations by accelerating
Julie Rosser Mahowald / Housing Trust Silicon Valley Peter Roberts / Social Enterprise @ Goizueta
EARLY CHILDHOOD SECTOR frontier technologies to reach their goals. Focusing
Nhadine Leung / Mission Investors Exchange Susannah Eastham / Aspen Network of
Similar to other industries, the early on SDG #2: Zero Hunger, this session will showcase
Development Entrepreneurs (ANDE)
childhood sector has produced incredible new approaches to identifying, developing and
Katherine Arblaster / Deloitte
amounts of research, valuable and LOCAL ECOSYSTEM INVESTING FOR ECONOMIC scaling proven solutions.
Oscar Artiga / TechnoServe
effective interventions, and prototypes. JUSTICE Bernhard Kowatsch / World Food Programme (WFP)
This session will feature successful Local Ecosystem Investing (LEI) is emerging Alexis Bonnell / United States Agency for
entrepreneurs who have figured out how as the innovative edge of the domestic INVESTING IN EQUALITY: TOTAL PORTFOLIO International Development (USAID)
to tap into these high-potential resources. You impact field. Leveraging the social and APPROACHES TO LGBT IMPACT INVESTING Io Blair-Freese / Bill & Melinda Gates Foundation
will leave with insight into the balancing act of financial capital in place-based networks, LEI This panel will address leading LGBT
designing a successful venture that draws on opens financing opportunities in underserved investment themes and opportunities
existing research. communities by reducing investor risk and cost. across asset classes, ranging from high- THE FRONT LINE: HOW MILLENNIALS ARE SHAPING
Nicola Boyd / Starling By VersaMe LEI achieves organic dealflow, enhanced due impact shareholder activism around anti- SOLUTIONS TO TACKLE CLIMATE CHANGE
Matt Glickman / BabyCenter diligence, customer loyalty, and political influence discrimination policies and practices, to The majority of millennials acknowledge
Teju Ravilochan / Uncharted by activating communities to invest in and organize emerging forms of investor engagement in that climate change is an issue. Yet a sea of
Bob Pianta / University of Virginia's Curry School for portfolio success. Explore the right roles for public policy at both the state and global levels, complexity and slow-moving policy debates
of Education investors, advisors, and philanthropy to advance to direct investing in private companies providing overwhelm the conversation, making it
Luis Garza / Kinedu this dynamic field. LGBT-friendly products and services. Speakers harder to inspire people to get involved.
Aaron Tanaka / Center for Economic Democracy bring diverse perspectives: a highly engaged asset At the same time there are millennials
Jessica Norwood / Runway Project manager, an activist LGBT foundation, a social who are rising up with solutions to tackle climate
THE FIRST MILE: RACIAL EQUITY IN CAPITAL change. Join this session to learn how … and how we
Lucas Turner-Owens / Boston Ujima Project entrepreneur, and a non-profit thought leader.
DEPLOYMENT can join the movement.
Kevin Fanfoni / Calvert Foundation Kris Hermanns / Pride Foundation
How can the impact investing field begin Steph Speirs / Solstice Initiative
Matt Patsky / Trillium Asset Management
to address systemic racism at the capital Clementine Chambon / Oorja
Andres Wydler / StartOut
deployment level? We’ll discuss the THE DATA CONUNDRUM Christine Su / PastureMap
Kristin Lang / Croatan Institute
internal processes and procedures being used to As data, measurement, and transparency Gator Halpern / Coral Vita
make capital more diverse and representative. continue to plague impact investing's Arpit Dhupar / Chakr Innovation
This session will get into the weeds on how ability to reach scale, recent growth of the THE OTHER CAPITAL: HOW IMPACT INVESTORS Neil Yeoh / Echoing Green
practitioners put equity into practice everyday. ecosystem suggests a new chapter. Join CAN HELP PORTFOLIO COMPANIES TACKLE
From blind screens for investments to HR policies, four organizations that have identified TALENT CHALLENGES
participants will leave with actionable steps to problems across transparency, data Seventy-five percent of early-stage OFF WALL STREET: THE DEMOCRATIZATION OF
take back home for their organizations. measurement, and data management and entrepreneurs believe that the inability IMPACT-FIRST INVESTING
Edward Dugger III / Reinventure Capital learn about the tools and solutions they to attract and retain talent is a critical Impact investing is going through a golden
Stefanie Thomas / Impact America Fund have created. Together, we’ll discuss the impediment to scaling. In this panel, we’ll discuss age of democratization. Technology
Ulili Onovakpuri / Kapor Capital range of challenges and opportunities that have the ways that investors can help their portfolio and knowledge are eroding the barriers
surfaced along this journey. companies tackle human capital challenges (like keeping everyday investors out of impact.
Rehana Nathoo / Case Foundation recruiting and retaining the best talent, cultivating Learn more about recent innovations that
Amanda Feldman / Bridges Impact+ senior leaders, and defining the right culture and are ushering in a new paradigm of citizen
John Duong / Lumina Foundation values) to unlock their world-changing potential. engagement and bring impact into their portfolios.
Amanda Kizer / B Lab Paul Breloff / Shortlist Tyler Jackson / Low Income Investment Fund (LIIF)
Dena Trujillo / Omidyar Network Amy Cortese / Locavesting
WEDNESDAY, OCTOBER 11
funding are run by women. Why is it rate cards and a new Public Impact Initiative Drawing from Echoing Green's 30 years
COMMUNITY BANKS AS INNOVATORS? HOW critical to support women entrepreneurs, better known as "pie” (PII). providing leadership development,
PARTNERSHIPS ARE CHANGING LOCAL ECONOMIES especially in financial services, technology, Alexis Bonnell / United States Agency for participants in this session will engage in
Learn how community banks are and clean energy in emerging markets? International Development (USAID) an exercise to highlight their strengths and
partnering with fintech companies to solve To reframe the narrative, it is important to Jeff Shumway / Social Finance areas of improvement as it relates to six
neighborhood problems such as access move beyond “household livelihood” support for Mike Pollack / Educate Girls core leadership principles. The workshop will be
to capital, data usage, foreign exchange, women. This panel will discuss what it means to be Samiksha Nair / World Bank highly interactive, including personal reflection,
and reaching the un- and underbanked. a female entrepreneur, the role of investors, and Shu Dar Yao / Social Finance small group work, and large-group discussions.
Partnerships between startups and banks how the narrative changes across sectors, markets, Upon completion, participants will have an
are allowing for innovation nationwide and the value chain. actionable plan to improve their leadership so
with the goal of expanding globally. The Linda Davis / wPOWER Hub THE PURPOSE OF CAPITAL: PAST PERSPECTIVES, they can better show up as leaders in the social
panel will go over current programs and Lisa Curtis / Kuli Kuli Foods PRESENT POSSIBILITIES innovation space.
discuss future directions, with time for questions Tahira Dosani / Accion Venture Lab 90 MINUTE SESSION Kate Hayes / Echoing Green
from the audience. Victoria Fram / Village Capital Even within impact investing, there are
Damon Magnuski / PeopleHedge Marina Kaneti / Global Development Incubator diverse perspectives on the purpose of
Angel Rich / WealthyLife capital, depending upon heritage, traditions, and INVESTING IN THE RESISTANCE: IMPACT &
Colleen Poynton / Core Innovation Capital worldview. Hear from four leaders in the field INNOVATION IN A TIME OF CHANGE
Tammy Halevy / Association for Enterprise YOU ARE DOING IT WRONG: INVESTING regarding their journey and understanding of From the Women's March to the rise of
Opportunity (AEO) WITHOUT EXITS this question, including an attorney specializing grassroots groups like Indivisible, the
90 MINUTE SESSION in Sharia law, a specialist in worker-owned last year has brought an outpouring of
It seems crazy and presumptuous to say cooperatives, and a long-time equity activist. civic engagement. Have you wondered
5:00 PM
that the hundred billion dollar startup This interactive session will share perspectives how these efforts tie together, what the
investing industry does business all wrong, but it’s among participants of how they came to their movement will do next, or how your
PA R A L L E L S E SS I O N S true. It’s even more crazy that impact investors
follow this flawed model, waiting for exits in
understanding of the purpose of capital.
Jed Emerson / Blended Value
investments can help build the future we want?
Join us to discuss the big ideas emerging in
markets and geographies that have never seen Umar Moghul / Roberts Moghul & Partners this moment, challenges associated with this
an acquisition. This hands-on workshop will teach Alison Lingane / Project Equity outpouring of energy, and how investors can
10 YEARS LATER: HOW FAR WE'VE COME, AND
you alternative structures for investing without Morgan Simon / Candide Group rethink impact as a result.
WHERE WE ACTUALLY ARE
exits, including revenue-, dividend-, and royalty- Christie George / New Media Ventures
Over the past decade, impact investing
based structures used around the world today. Leah Hunt-Hendrix / Solidaire Network
has grown from a niche concept to a THE POWER OF STORY: HOW EXPLORING YOUR
Luni Libes / Fledge Ari Wallach / Synthesis Corp
mainstream opportunity. From small OWN NARRATIVE LEADS TO CHANGE
Andrea Armeni / Transform Finance Sarah Williams / Propel Capital
conversations to major conferences, from boutique 90 MINUTE SESSION
Jim Davidson / Investors' Circle
investments to public markets. How much progress If you are hoping to transform the economy
Rodrigo Villar Esquivel / New Ventures Group
have we made? What risks lie ahead? And where for good, you have a story for how you got MAKING MAKER CITIES
Aner Ben-Ami / Candide Group
do we go from here? We'll hear from industry icons involved. But that’s only a part of the larger story The way we make things is changing: instead
Ron Boehm / Boma Investments
who've been here since the beginning and get their that is your life. Every part of your journey matters. of mass production, consumer demand is
Jenny Kassan / Jenny Kassan Consulting
take on the big issues of the past alongside the big Don’t let generational stories of lack or scarcity increasing the market for artisanal goods.
questions for the future. limit what you can achieve. Join these experts in With new local manufacturing and micro-
Dave Chen / Equilibrium Capital SIBS, DIBS, AND PIE: GLOBAL & DOMESTIC narratives for an interactive session to creatively business opportunities, cities are poised to
Fran Seegull / US Impact Investing Alliance PERSPECTIVES ON OUTCOMES BASED look at your past and present in order to move create job growth and prosperity – but will
Maya Chorengel / The Rise Fund FINANCING MODELS with greater clarity, purpose, and vision towards miss the boat if they don’t foster an environment
Ron Cordes / Cordes Foundation 90 MINUTE SESSION the future. supporting business innovation, skills alignment,
Mark Newberg / Womble Carlyle Outcomes Based Financing sits at Romal Tune / ClereStory and entrepreneurial training. In this session,
the intersection of evidence-based Daisy Ozim / Resilient Wellness learn how cities are preparing for new economic
policy making, impact investing, government BJ Harden Jones / Institute for The Work of Byron development, with a focus on creative industries
accountability, and transformative scale. Learn Katie and the emerging maker movement.
about practitioners leveraging green bonds to Ilyssa Meyer / Etsy
combat global climate change, infrastructure Nicole Heckman / Made By Project
bonds to meet domestic sustainability goals, Derek Ozkal / Kauffman Foundation
and how development impact bonds (DIBs) help Emily Robbins / National League of Cities
THURSDAY, OCTOBER 12
impact investors, but it is a small capital market to PM stories of collaboration in a time otherwise
support a fast-growing number of Social Purpose marked by division.
Organizations (SPOs). Many Chinese institutions are still Ben Anderson / B Lab
debating, learning, and navigating impact investing,
resulting in a dearth of impact capital. Bridging this
WINE DOWN
Come kick back and unwind with us in the Impact
8:30 - 10:30 AM Michael Whelchel / Big Path Capital
Andrea Walker / Beneficial State Bank
funding gap will require collaboration among different Hub @SOCAP after the second day of SOCAP17! Jessica Thomas / North Carolina State University
types of investors, hybrid social finance tools, and This on-site happy hour is an opportunity to
reducing barriers for cross-border impact investors. connect with friends and make dinner plans in the PLENARY SESSION
Tat Lam / Shanzhai City USING IMPACT INVESTING TO DRIVE PUBLIC
fabulous city of San Francisco. SECTOR CHANGE
Daniel Hsu / Village Capital
CC Huang / Equilibrium Capital WE HAVE TO DO BETTER – BUT WHAT IS BETTER? As city, county, and state governments
operate in an increasingly capital-
6:30 PM
Bin Li / China Social Innovation Forum 120 MINUTE SESSION
Calvin Chin / Early Stage Investor In pursuing “better,” are we overlooking the roots constrained environment, it can be difficult
Andrew Pidden / Deutsche Asset Management of inequity? Where are opportunities for impact for public sector officials to make the case for
Wenrao Wang / Social Venture Partners China FILM SCREENING systematically under-recognized and unfunded, investment in new, innovative solutions with limited
and what might come from actively seeking out our public dollars. Join us as we explore how impact
WHERE DO YOU FIT? AMERICA DIVIDED blind spots? Once we identify a theory of change, investing can be a testing ground for public sector
90 MINUTE SESSION “In a country divided, our stories unite us.” how do we know if things are changing? And priorities, helping to drive innovation and create
Despite being more rehearsed discussing America Divided is an EPIX Original docu- though we may consider ourselves enlightened better outcomes, particularly for low-income people.
racism on personal and interpersonal series – executive produced by Norman capitalists, what insights does history offer on the Brinda Ganguly / Living Cities
levels, we often remain poorly equipped Lear, Shonda Rhimes, and Common – that features purpose of capital? This session is a call for rigor Jen Mayer / City Accelerator Cohort 3
to address its systemic roots. Join this narratives around inequality in education, and accountability in pursuing impact. Mark Kim / DC Water
opportunity to explore how systems housing, healthcare, labor, criminal justice, and Morgan Simon / Candide Group Kimberlee Cornett / Kresge Foundation
of racial oppression impact us personally and the political system; all woven into an eight- AJ Jones II / W.K. Kellogg Foundation Chuck Laven / Forsyth Street Advisors
professionally. Learn about deconstructing these story, five-part series. The show follows high- Ross Baird / Village Capital Judith Dangerfield / City of New Orleans’ Office
systems through intentional truth telling that profile correspondents as they explore aspects of Jim Sorenson / Sorenson Impact Foundation of Supplier Diversity
leads to healing and collective power. In a spirit of inequality related to their own biographies. Join Jed Emerson / Blended Value
humility, generosity and authenticity, this powerful us Join us in the Southside Theater for a montage Kola Masha / Babban Gona THE PROMISE OF CARBON FARMING: LEVERAGING
experience will help you begin to understand screening and Q&A following the screening. Warren Valdmanis / Bain Capital Double Impact INVESTMENT TO BALANCE THE CLIMATE
systemic racism and human hierarchy. AJ Jones II / W.K. Kellogg Foundation Brian Trelstad / Bridges Fund Management In this facilitated interactive session, we’ll
Oronde Miller / W.K. Kellogg Foundation Solly Granatstein / America Divided Director Lauren Booker Allen / Omidyar Network explore how regenerative agriculture
Andrew Brower / W.K. Kellogg Foundation J. Period / Mixtape DJ & Hip-Hop Producer Mike McCreless / Root Capital enterprises can create positive outcomes for
Andrew Lee / UBS Investment Bank the climate while being uncompromising on
UNCOVERING OPPORTUNITY IN OVERLOOKED
COMMUNITIES social justice. In the investment community
How do you measure and address a 7:00 PM there is growing interest around "carbon
community’s access to opportunity? In
this session, we will explore examples of AUXILIARY EVENT 11:00 AM farming," including planned grazing, tree planting,
and compost application. We'll discuss carbon
successful, place-based approaches to PA R A L L E L S E SS I O N S offsetting and share stories of bio-based carbon
community development through strategic SUM AND SUBSTANCE @ SOCAP17* sequestration and investment opportunities. We'll
impact investments, while extracting Sum and Substance shares stories of purpose at work. share ideas for addressing racial and socioeconomic
lessons that can be applied to any neighborhood You spend more time at work than anywhere else, WHAT B CORPS ARE DOING TOGETHER THAT divides while creating maximum benefit for people,
nationwide. We will also do a deep dive into and research has shown that loving what you do for THEY CAN’T DO ALONE climate, and ecosystems.
evaluating the success of investments while work is a critical piece of living a happy life. Sum and Certified B Corporations are the drum Erin Axelrod / LIFT Economy
assessing and addressing a community’s challenges Substance is a challenge for all of us to ask ourselves majors of the social business movement, Nikki Silvestri / Soil and Shadow
through cross-sector data, community engagement, the tough questions, refuse to settle, and take smart embedded within a thriving ecosystem of Kevin Bayuk / LIFT Economy
and new data-driven approaches to measurement. risks in the name of living a life to be proud of. investors, academics, policymakers, and businesses Andrew Baskin / LIFT Economy
Lori Chatman / Enterprise Community Loan Fund *This separately ticketed event, is free for the first that together accomplish great feats. Cross-sector Esther Park / Cienega Capital
Tiffany Manuel / Enterprise Community Partners 100 SOCAP attendees. collaborations propel the movement forward, such Marlena Sonn / Treebeard Financial
THURSDAY, OCTOBER 12
important providers of catalytic and risk- Organisation, Fiji implications. This panel will discuss the risk of scaling decision-making. For low-income populations,
taking capital. This panel will discuss the Kate Wilson / Pacific RISE and funding based on discomfort and challenge AI can mean better margins, higher employment
changing role of USAID, outline recent examples of philanthropy to shift from charity to justice. rates, and manageable fees on financial services.
work it has done with the investment community to Tiffany Thompson / Echoing Green But how is AI currently used by fintech companies,
mobilize private capital in emerging markets (e.g. ACCESS AND OPPORTUNITY: BUILDING AN Alex Peay / Ones Up in both developing and developed markets? This
structuring blended finance instruments, deploying INCLUSIVE FOOD SYSTEM Edgar Villanueva / Schott Foundation for Public session covers how fintech companies, financial
innovative credit guarantees, developing currency Low-income communities of color often Education institutions, and Silicon Valley investors view
risk mitigation products), and outline how it plans lack access to healthy, affordable, Brian Barnes / TandemEd AI’s potential in global financial services and the
to expand this work and transform itself into a culturally-relevant food and to career implications for low-income customers.
dynamic center of financial innovation. pathways and quality job opportunities. David del Ser / BFA
Amy Bell / Tideline Capital Impact Partners sees its healthy THE ARTIST AS THE CENTRAL ACTOR: THE Felipe Cunha / ToGarantido
Jake Cusack / CrossBoundary food work as building an inclusive ENTREPRENEUR THAT MOVES CULTURE Sheel Mohnot / 500 Startups
Gerhard Pries / Sarona Asset Management food system, where the community can fully Why are artists paid to perform at social Qiuyan Xu / Cignifi
Agnes Dasewicz / US Agency for International participate, prosper, and benefit. Learn how this investment conferences but are never given
Development (USAID) vision for equity through food becomes reality decision-making roles when investments
from examples in California. are made? How do we begin to think about artist
THURSDAY, OCTOBER 12
Robynn Steffen / Omidyar Network flowing to developing markets. With the discuss how we can sustainably fund
Suzanne DiBianca / Salesforce support of the MacArthur Foundation, access to quality education for all. You will learn BUILDING THE BRIDGE TO WATER ACCESS
Kai Bond / Comcast Ventures Catalyst Fund Enclude has developed a detailed concept how income sharing has evolved in the last few To unleash the level of scale and impact
Erin Reilly / Twilio.org design, “The Liquidity Vehicle,” that has years, and how it can become the tool of choice needed to meet SDG #6, we must tap into
the potential to kick-start a secondary market. This to finance traditional and vocational education for global capital markets and level the playing
session will look at the current state of the impact tens of millions of students globally. field for those living at the base of the economic
REMEMBER YOUR FIRST TIME? LESSONS investment market and investor needs, some of the Mario Ferro / Wedu pyramid. Access to finance for water supply and
LEARNED FROM FIRST-TIME FUND MANAGERS barriers that investors currently face to deploy more Stuart Davidson / Sonen Capital sanitation solutions empowers those living in
There's nothing like learning by doing, capital, and possible ways to address those barriers. Felipe Vergara / Lumi poverty to participate as consumers thereby
but it's challenging when you’re doing it Debra Schwartz / MacArthur Foundation Ian Inaba / Learners Guild strengthening formal delivery systems. This panel
with someone else's money. Hear honest Sasha Dichter / Acumen Morgan Simon / Candide Group will explore the roles organizations play in building
reflections and practical advice from fund Laurie Spengler / Enclude the bridge from water poverty to water access.
managers about their first fund. What is
Shivani Garg Patel / Skoll Foundation
the hardest and easiest thing about raising INVESTING IN AFFORDABLE HOUSING FOR RETURN
Elan Emanuel / WaterEquity
money? How do you generate deal flow as a new MIND THE GAP: HOW TO ACHIEVE THE SDGS AND IMPACT ACROSS THE CAPITAL STACK
Mitchell Strauss / Overseas Private Investment
investor? What is enough due diligence?? Come WITH BLENDED FINANCE Affordable housing creates many positive
Corporation (OPIC)
join us for a lively and direct conversation with the Blended finance leverages public and social and environmental outcomes.
Jan Creidenberg / Shore Capital Partners
next generation of leaders in impact investing. philanthropic funding to unlock billions of High demand leads to low market risk,
Diana Yousef / change:WATER Labs
Sarah Williams / Propel Capital private sector dollars, and has the potential and returns are steady and non-cyclical,
Victoria Fram / Village Capital to close the $2.5 trillion per year funding gap making it the real estate asset class with
Christie George / New Media Ventures facing the SDGs. We’ll take apart historical the lowest default rate. This “201” panel DRIVING SOLUTIONS TO SCALE IN THE
Jackie Carmel / Endeavor Catalyst blended finance deals spanning diverse will present the perspective of large and small EDUCATION SECTOR
Wes Selke / Better Ventures sectors and regions to explore how they are done institutional investors, how they assess impact in In order for education entrepreneurs to
Kesha Cash / Impact America Fund and what makes them work. We’ll also identify where the sector, and their view on risk and return, plus build the capacity to reach students at
and when to invest, emerging market potential, and will discuss a variety of investment types and their scale, they need access to people, processes,
how to replicate and scale up these models. appeal to non-traditional housing investors. systems, and capital. What are the experiences of
SDGS AND FINANCING UNIVERSAL ENERGY Joan Larrea / Convergence Jeff Finkelman / Athena Capital Advisors leading education sector investors, using a variety
ACCESS: IS IMPACT INVESTING TOO HOT, TOO Tami Kesselman / UNDP SDG Impact Finance Catherine Banat / RBC Global Asset Management of investment strategies, in building capacity and
COLD, OR JUST RIGHT? (UNSIF) Julia Shin / Enterprise Community Partners driving solutions to scale? This session provides case
Recent heightened discussion focuses Agnes Dasewicz / USAID Lisa Davis / Pembrook Capital Management studies of specific investments and portfolio business
on whether the financing of Sustainable Lauren Cochran / Blue Haven Initiative Stephen Lee / TIAA Investments building initiatives that drive solutions to scale and
Development Goal (SDG) #7 and energy Jason Henning / Global Partnerships improve educational outcomes.
access has overheated, under-heated,
John Rogers / The Rise Fund
been wrongly configured, or whether CAN MANUFACTURING PROSPER IN THE US? IF
Amy Klement / Omidyar Network
intended populations have been reached. AMPLIFYING IMPACT THROUGH SHAREHOLDER SO … HOW?
Phil Alphonse / Vistria Group
There is also a growing realization that the sector ENGAGEMENT FOR INDIVIDUALS & ADVISORS The US lost more than 5 million manufacturing
is more complicated than first thought, and at Shareholders have the right – some say jobs since 2000, disproportionately affecting
times lacks commercial viability. This session will the responsibility – to speak up in support low-income families and communities. By TECHNOLOGY & INNOVATION STRATEGIES:
explore what is needed to catalyze the sector from of sound social and environmental investing in manufacturing in the US, good jobs POSITIVELY IMPACTING CHILDREN AND
both supply and demand sides. business practices that can also encourage a are created that provide average wages of $26 per CREATING OPPORTUNITIES
Thane Kreiner / Miller Center for Social company’s long-term financial success. Individual hour with health and retirement benefits. Hear from Design thinking, technology, and machine
Entrepreneurship investor demand for shareholder engagement investors financing the manufacturers of tomorrow. learning are being used to create better
Leslie Labruto / Acumen opportunities is growing, as are the resources and What are the financial tools they use? Are they products and services and to bring scale and
Marc Van Den Berg / DBL Partners networks to support sophisticated and successful enough? What other financial tools might help the efficiency to many industries. This panel will share
Ajaita Shah / Frontier Markets campaigns. Join us to learn how financial advisors US keep and grow this important sector? how some of these tools are currently being used
Mateen Abdul / Grassroots Energy can support individuals to use their shareholder Deborah La Franchi / Strategic Development within the early childhood sector and explore the
voice to drive positive change. Solutions potential that technology has for diverse stakeholders
Justina Lai / Wetherby Asset Management Lisa Hagerman / DBL Partners aiming to create impact for young children.
Mark Bateman / Aperio Group Darius Mir / 9to5 Seating Shalu Umapathy / IDEO.org
Sarah Milne / As You Sow Dan Bronfman / Pacific Western Bank
THURSDAY, OCTOBER 12
successful in delivering measurable impact and with taking a human rights approach to
steady financial return for investors of different investing. Panelists will discuss the current YOU FIT IN THE MOBILE ECOSYSTEM?
DESIGNING A MORE OPEN AND COLLABORATIVE types and motivations. state of investing for human rights, some From sending an SMS to your customers
SOCIAL SECTOR Debbie Campbell / Community Housing Capital of the investment approaches being taken, to getting your offers promoted by mobile
Today’s problems require not just more Sahra Halpern / Schwab where investment capital is most needed, and money agents on the ground, there
innovative solutions but a more inclusive, Merilyn Rovira / Community Development Trust what needs to happen to deploy more capital are many ways a startup or social enterprise
collaborative, and iterative social sector. Ommeed Sathe / Prudential that helps tackle issues such as human trafficking, can leverage mobile technology and position
How might we foster more collaboration and Oscar Abello / Next City forced labor, exploitative supply chains, and a themselves as a supplier, a client, or a partner,
less competition? How might we better find and rapidly expanding refugee population. depending on the context. Startups and partners
support unusual suspects and outside voices? Hear Chemain Sanan / Humanity United will discuss these opportunities and provide
from a panel of social sector leaders about how ADVANCING RACIAL EQUITY AT SCALE: POLICY John Kluge / Alight Fund recommendations and tips for the audience.
they are fostering innovation using new models CHANGE FOR SYSTEMS CHANGE Andrea Armeni / Transform Finance Christine Kim / Simprints
that emphasize openness and transparency. Business leaders and policymakers are Francois de Borchgrave / Kois Invest Alloysius Attah / Farmerline
Jason Rissman / OpenIDEO both critical in advancing racial equity at Daniel Brett / Pacific Community Ventures Scott Onder / Mercy Corps’ Social Venture Fund
Nadia Roumani / Effective Philanthropy Lab scale. Hear about some of the interesting Max Cuvellier / GSMA’s Ecosystem Accelerator
Kerry Medek / GHR Foundation partners that are at the intersection of policy,
Steffanie Clothier / Gary Community Investments racial equity, investment, and enterprise. What ACCELERATING THE NGO: USING ACCELERATOR
2:45 PM
Stephanie Kimber / Australia’s Department of approaches are happening at a geographic MODELS TO DRIVE IMPACT IN GLOBAL
Foreign Affairs and Trade and community level? How can investors and DEVELOPMENT
entrepreneurs approach new communities with
an equity lens? Dynamic cross-sector speakers will
Once a tool for the private sector,
accelerators are now being run by a variety
PA R A L L E L S E SS I O N S
FINANCING A FOOD WASTE FREE FUTURE: explore the macro-level view and field questions of global NGOs as a strategy for addressing
EMERGING APPROACHES TO FUNDING from participants. specific development needs. Explore the
SOLUTIONS ARE INVESTORS GETTING THE ADVISORY
Liz Jaff / Lab 736 various motivations behind NGO adoption
Food waste is an enormous problem that SERVICES THEY REALLY NEED?
David Bank / ImpactAlpha of accelerator methodologies, the
presents unprecedented opportunity The intermediary landscape in impact
John Holdsclaw / National Cooperative Bank challenges and insights of running an accelerator
to achieve social, environmental, and investing is becoming more vibrant every
within large, complex organizations, and the
economic benefits. Existing solutions day: with consultants, brokers and dealers,
impact of various strategies thus far.
could cut US food waste by 20 percent, TRANSFORMING EDUCATION SYSTEMS networks, platforms, and investment advisors
Savannah Miller / CARE USA
conserving natural resources, creating WORLDWIDE BY LEVERAGING TECHNOLOGY responding to a diverse array of asset owner needs.
Rebecca Holliday / CARE USA
jobs, and feeding the hungry. These solutions Over the past decade, the use of technology But is this increasingly crowded market easing the
Stephanie Marienau Turpin / FHI 360
would generate $100 billion in economic value – in education has moved from periphery burden for impact investors, or simply creating
Mathu Jeyaloganathan / World Vision
but require an $18 billion investment. This panel to mainstream. The edtech market is another layer of complexity and confusion? A panel
Michael MacHarg / Mercy Corps
will tap experts from the philanthropic, impact expected to grow to $252 billion by 2020. The of investors reflects on the services they need, and
investment, and innovation sectors to examine edtech promise assumes that large and disruptive where there might be opportunities for greater
traditional and emerging approaches being used changes in education are possible, but in most SHOULD WE GET POLITICAL? EXPLORING efficiency and transparency in intermediation.
to fund solutions. countries change has been incremental. This INVESTING AND ACTION IN AN AGE OF EXTREMISM Christina Leijonhufvud / Tideline
Sarah Vared / MissionPoint Partners session will focus on how learning technologies In this era of extremist politics, what is Ommeed Sathe / Prudential
Kyle Pogue / CalRecycle can aid learning transformation at scale in our role? Impact investors and the benefit Robynn Steffen / Omidyar Network
Chris Cochran / ReFED education systems across the globe. corporation movement represent a growing John Duong / Lumina Foundation
Ana Roca Castro / Genius Plaza voice in the US and beyond, but until now our Shuaib Siddiqui / Surdna Foundation
Rob Hutter / Learn Capital voice has been more focused on consumer choices Fran Seegull / US Impact Investing Alliance
HOME MATTERS: THE IMPACT OF AN David Stofenmacher / UTEL Mexico. and boardroom leadership, without necessarily
AFFORDABLE PLACE TO LIVE Jeff Maggioncalda / Coursera connecting to ballot box activism. Join us for a deep
The affordable housing crisis in the US is Juliana Guaqueta Ospina / International Finance discussion around non-partisan politics, the moral
well-documented. Less documented are Corporation (IFC) obligations of our growing sector, and explorations
the methods people and organizations of how we might “get political.”
are using to provide impactful solutions Melonie Tharpe / Center for Civic Innovation
from multiple entry points. Learn about Andrea Armeni / Transform Finance
organizations that are actively creating Devita Davison / FoodLab Detroit
THURSDAY, OCTOBER 12
THURSDAY, OCTOBER 12
in emerging economies? How can these financing gap.
strategies spark achievement of the SDGs? THE RISE OF IMPACT SEED FUNDS Philip Varnum / Lemelson Foundation
Panelists will show how their models Though accelerators and incubators POWERFUL CROSS-SECTOR SYNERGIES: EARLY Marnix Mulder / Triple Jump
use sustainable business approaches to first addressed the dearth of funding for CHILDHOOD DEVELOPMENT, WORKFORCE, AND Sam Parker / Shell Foundation
create meaning and money in underdeveloped mission-oriented companies, producing a HEALTH Shalaka Joshi / International Finance Corporation (IFC)
agricultural markets. Panelists will show how cohort of early-stage startups searching Lack of affordable housing and financial Laurie Spengler / Enclude
activities like farmer training, behavior change for seed funding, many of these security, low-quality early childhood
campaigns, and farmer surveys advance marketing accelerators have transformed into seed education, and poor healthcare all are
models in innovative ways, making the case for funds as the field has matured. In this panel, interconnected challenges putting young LESSONS FROM GROWING THE B CORP
public funders to invest in agriculture. leading impact seed funds talk shop, discussing children, their families, and communities MOVEMENT IN LATIN AMERICA AND BEYOND
Elisa Burrows / Feed the Future Partnering for specific investment strategies and how their focus at risk. But there are new approaches The fastest growing B Corp communities
Innovation on impact boosts performance. Come hear from a to tackling these issues, including platforms to are in Latin America, Australia, and Europe.
Heinrich Hanekom / Surehatch line-up of paradigm-busting VCs who are leading leverage the health system, companies offering This momentum is driven by inspired
Carl Jensen / Good Nature Agro the charge to back early-stage mission-oriented high-quality childcare for employees, and business leaders and supported by philanthropy,
Kola Masha / Babban Gona tech startups. strategies to alleviate poverty that support child universities, and government in these markets.
Laura Ostenso / Feed the Future Partnering for Tasha Seitz / Impact Engine development. This session will feature cross-sector What can the SOCAP community learn from B Lab’s
Innovation Julie Lein / Urban Innovation Fund approaches to supporting families and creating successes and failures in balancing uniformity with
Brian Dixon / Kapor Capital successful outcomes for communities. local experimentation? What challenges lie ahead
Shauntel Poulson / Reach Capital Meera Mani / David and Lucile Packard Foundation in scaling this work to East Africa, Southeast Asia,
LOOKING AT INVESTMENTS FROM A RACIAL Wes Selke / Better Ventures Catherine Atkin / Early Learning Lab or the Middle East?
EQUITY PERSPECTIVE Liddy Romero / WorkLife Partnership Alicia Darvall / B Lab
Capital allocation decisions affect racial Steffanie Clothier / Gary Community Investments Danny Almagor / Small Giants
equity dramatically – yet the world of THE FUTURE OF WORK – AND WHAT’S WORKING Olivia Muiru / B Lab East Africa
finance has seldom intersected explicitly ALREADY Michelle Arevalo / Sistema B Ecuador
with the struggle for racial justice. It is Hardly a day goes by when you don’t hear, DESIGNING INCLUSIVE FINANCIAL PRODUCTS Joyce Sou / B Lab Canada
crucial for all capital – which is rarely “Robots are stealing our jobs!” or another FOR TRUST
race neutral – to consider how it affects expression of negativity and uncertainty Trust is the backbone of business success,
communities of color. Yet, how exactly does race surrounding the future of work. However, and it is ever more important when SOCIAL MEDIA: THE NEW SHAREHOLDER ACTIVISM
manifest in finance, and what can an asset owner there is also much to celebrate about the offering digital financial services to low- Social activism is evolving, led by
committed to racial justice do to ensure that their future of human capital. We’ll discuss the income customers. From product design to product millennials and technological advances.
investments are not acting at cross purposes? power of technology to increase access to education, delivery, how can startups build and maintain trust Fintech companies and thought leaders
Andrea Armeni / Transform Finance improve matching with job opportunities, and build with their customers? This panel discusses the key are broadening grassroots access to
Ellis Carr / Capital Impact Partners skills for careers of the future. elements of building trust in inclusive product divest-invest actions and shareholder
Morgan Simon / Candide Group Ryan Craig / University Ventures design, the challenges faced by early-stage engagements, while opening up new
Ashwin Bharath / Revature companies, and a roadmap to build trust along the channels such as direct messaging companies.
Alexandra Pisano / General Assembly customer journey. While social media is blamed for watering down
MATCHING CAPITAL WITH OPPORTUNITIES: HOW Paul Breloff / Shortlist Maelis Carraro / Catalyst Fund social discourse, it is also creating the backbone of
INVESTORS ARE EVALUATING INVESTMENTS IN Adam Braun / MissionU Rohit Bhatia / PayLatr a new form of holding corporations accountable.
THE EARLY CHILDHOOD SECTOR Kristen Berman / Common Cents Lab Join leaders in this movement as we discuss how
Investing in the early childhood sector is Michael Mori / Dalberg’s Design Impact Group (DIG) social media is influencing activism and divestment.
not only a science but an art. Thresholds, REBUILDING THE JOBS MACHINE FOR EQUITY Megan Morrice / HIP Investor
investment policy statements, and Why aren’t people of color starting and Shannon Coulter / #GrabYourWallet
portfolio approaches differ from other growing more companies? A recent SME FINANCING: WHY ARE WE MAKING SUCH Andrei Cherny / Aspiration
industries, given current scientific research estimate says a 10% increase in the LITTLE PROGRESS? Josh Levin / OpenInvest
and market dynamics. Investors featured number of firms owned by people of color While there has been a strong dedication Myron Dewey / Digital Smoke Signals
in this panel will share how they crafted their own could result in 1 million net new jobs for of resources in the past decades for micro-
investment criteria, including traditional diligence people of color. Join us as we explore how enterprises in emerging markets, we do not
and evidence-based knowledge, to evaluate our antiquated job creation machine is failing to seem to have moved the needle on driving growth
investments in this nascent and promising sector. deliver the goods for our nation’s fastest-growing in SMEs – an important provider of employment
Jennifer Lee / Learn Capital populations, and hear what impact investors and in emerging markets. The reason, we suggest, is
THURSDAY, OCTOBER 12
Christina Travers / Local Initiatives Support of today’s increasingly complex initiatives. be adopted by businesses that improve
SYNDICATING FOR GOOD Corporation Facilitation skills, networks, resources, and the business’ impact on the livelihoods
The world of impact investing is Roy Swan / Morgan Stanley expertise are needed to make collective action of women and girls? This expert panel
collaborative by nature, but what does that work and help fiscal sponsors provide the tools of investors, entrepreneurs, technical
mean when it's time to put money on the necessary to drive lasting change. advisors, and researchers focused on clean energy
BRIDGES NOT WALLS: INTERDEPENDENCE Andrea Granada / Tides and agriculture discuss how gender inclusion can
table? In this conversation, we'll explore
POWERING GREATER IMPACT IN NORTH Lisa Guide / The Women Effect Fund enhance SME performance, and share key findings
the art of bringing together multiple
AMERICA AND BEYOND Jessica Love Robinson / Arabella Advisors and best practices from their work.
investors around a single deal. The notion
We face a rising tide of nationalism that Susannah Brouwer / The Center for Care Rebecca Fries / Value for Women
of "Syndicating for Good" is a critical component
threatens our ability to address pressing Innovations Alex Eaton / Sistema Biobolsa
for driving impact forward. We'll hear from leading
problems. Our communities, countries, Alex Sloan / Tides Richard Gomes / Shell Foundation
practitioners and membership organizations as we
and ecosystems are interdependent. It is ever Catherine Gill / Root Capital
go behind the scenes and learn the art of getting
more necessary to create genuine connections Allie Glinski / International Center for Research
good deals done.
between regions and convergence across sectors INDIA & AMERICA: EXCHANGING LESSONS IN on Women
Pam Rothenberg / Womble Carlyle
to effectively mobilize impact entrepreneurs and IMPACT INVESTING
Adam Bendell / Toniic
investors. Explore SVX as a case study of bridge- India and the United States are both hubs of
Justin Desrosiers / Investors' Circle
building and interdependence in impact investing social innovation and impact investing. What HOW BLOCKCHAIN WILL CHANGE THE WAY WE
Logan Yonavjak / CREO Syndicate
from Canada to Mexico. Join our interactive are the lessons the two can share with each INVEST FOR IMPACT
workshop to design practical bridges between other on how to catalyze impact investment What is the opportunity for blockchain
FORMERLY INCARCERATED: CONNECTING nations and sectors today. in developed versus various emerging market technology to change the way we
TALENT TO OPPORTUNITY Adam Spence / SVX contexts? Leading practitioners from these accelerate impact? This panel will explore
There is a burgeoning awareness of Laura Ortiz Montemayor / SVX México unique markets draw insights on the journey of two themes. The first being the intersection of
the sheer number of individuals in the John Katovich / Cutting Edge Capital impact investment in each geography, what each can blockchain and impact, diving into potential use
criminal justice system and the societal Marie Ang / SVX learn from their major differences, and best practices cases for accelerating impact, feasibility for scale,
impacts, let alone the economic impacts, of across North and South to develop a common agenda and debunking myths around its use as a “silver
incarceration. Until recently this has been a for global collaboration on impact investment. bullet.” And the second, how blockchain can affect
POWERING SOLUTIONS FOR A FINANCIALLY Kartik Desai / Asha Impact impact investing itself, including catalyzing new
topic that lives in the shadows. It’s so easy
HEALTHY AMERICA Vikram Gandhi / Harvard Business School capital, measuring success, and providing new
to forget about people we don’t see. This session
Financial health is achieved when an Maya Chorengel / The Rise Fund liquidity events like initial coin offerings.
will provide insights into innovations from across
individual’s day-to-day financial system PR Ganapathy / Villgro Innovations Foundation Erika Boll / Global Development Incubator
sectors that are creating viable opportunities for
functions well and increases the likelihood Audrey Selian / Artha Initiative Xiaochen Zhang / Blockchain Frontier Group
formerly incarcerated people. Investment examples
of financial resilience and opportunity. But what Anuj Sharma / ASCo David Cohen / IOTA Foundation
will be included.
does it take to achieve that? Come hear from the Ross Baird / Village Capital Yoshiyuki Yamamoto / United Nations Office for
Marcus Littles / Frontline Solutions
latest investees of the FinLab who are identifying, Project Services (UNOPS)
Debra Schwartz / MacArthur Foundation
testing, and bringing to scale financial innovations
Jose Osuna / Homeboy Industries
that substantially improve the lives of hard- BENEFIT CORPORATION: WHAT ARE INVESTORS
working Americans. THINKING? THE MISSING LINCHPIN IN LOCAL ECONOMIES
SCALING UP THROUGH PUBLIC MARKETS: Ryan Falvey / Center for Financial Services Many attending SOCAP often have Land ownership impacts every aspect of
STRUCTURES AND STRATEGIES FOR ACCESSING Innovation’s Financial Solutions Lab questions about benefit corps, the new people’s lives including health, education,
NEW CAPITAL Colleen Briggs / JPMorgan Chase type of corporate legal status that has and work opportunities. Property rights set
As impact investing continues to evolve Morgan Conbere / Token Transit been adopted by 5,000 companies. This session the foundation for economic and social
and mature, there are increasing examples Nico Barawid / Nova Credit will dig into a range of questions specific to the stability, yet their importance, role in
of pioneering work that has reached a Jerry Nemorin / LendStreet SOCAP audience. What do investors think about this securing human rights, and ability to drive
tipping point and is ready to scale up. corporate structure? How will the public markets critical economic growth is frequently overlooked.
But what are the signs that a market has receive benefit corps? How do I know if it makes This session will explore diverse solutions to
FISCAL SPONSORSHIP: A SOCIAL IMPACT PLATFORM sense for my business or investment? And more … securing land rights. Speakers will highlight
reached that tipping point and how do
TO MANAGE CHANGE AND SCALE IMPACT Donald Simon / Wendel Rosen case stories from the Global South that illustrate
we make the jump? This panel will explore real
Fiscal sponsors can be a powerful partner Matt Laessig / data.world successes, failures, and the role that property
examples of impact finance products that have
for incubating new social ventures, scaling Nitin Chopra / Shasta Ventures rights play in enabling prosperity.
made the leap – both successfully and not – to
existing initiatives and managing the Drew Tulchin / Meow Wolf Ashley Toombs / BRAC USA
THURSDAY, OCTOBER 12
Susan Mac Cormac / Morrison & Foerster as you promote financial services,
OR DIE structures, and deals? People working
INCLUSIVE GROWTH STRATEGIES FOR RAPIDLY Join us for the sexiest conversation about at the intersection of language, money,
CHANGING NEIGHBORHOODS the unsexiest part of the social capital VODAFONE AMERICAS MOBILE FAST PITCH and impact will share data, stories, and case
Urban communities throughout the market: its plumbing! The fragmentation It’s a tradition at SOCAP for Vodafone studies about what it takes to convert ideas into
US are experiencing rapid growth and and competition among brands who “own” Americas Foundation to bring mobile meaningful, measurable, and shareable positive
revitalization, bringing both economic particular methods, tools, or networks are technology innovation from around the change. You will leave with specific examples
opportunity and new residents, and putting clear. Entering its 4th year, work on the world, driving a movement to create social change of successful tested messaging to support
pressure on existing residents and businesses. Social Data (SODA) Commons is forging ahead with at scale through mobile technology solutions. communicating about impact.
This panel will focus on urban communities in the dirty work of aligning interests, integrating See and hear cutting-edge social entrepreneurs Amy Hartzler / Do Good Better
the process of change and explore the challenges platforms, and merging business models. The who leverage mobile technology, presenting Nikki Silvestri / Soil and Shadow
of rising rents on local residents and businesses. revolution requires radical collaboration to scale innovative solutions to some of the world’s most Alfa Demmellash / Rising Tide Capital
We will highlight potential tools and solutions, liquidity in both the impact finance and knowledge pressing problems. Rodney Foxworth / BALLE
including Capital Impact's pilot of minority markets. Albert Tai / Hypercare Andrew Parrucci / Calvert Foundation
developer program in Detroit, community-directed Nayelli Gonzalez / Conveners.org Saad Ahmad / Nizam Bijli
strategies in West Oakland and Baltimore, and Cameron Burgess / Uncompromise Ashley King-Bischof / Markit Opportunity
local policy efforts to preserve neighborhoods. Astrid Scholz / Sphaera Gretchen Karl / Beyond 12 THE CHALLENGES OF EARLY-STAGE
Ellis Carr / Capital Impact Partners Audrey Selian / Artha Initiative Alex Bernadotte / Beyond 12 ENTREPRENEURSHIP IN AFRICA
Scott Sporte / Capital Impact Partners Jeff Tuller / SOCAP Neil Shah / Concrn Entrepreneurship in Africa is soaring and
Rodney Foxworth / BALLE Zeluis Teixeira / Annona could be a key way to achieve large-scale
Mariela Cedeño / Mandela Marketplace Arturo Noriega / Centro Community Partners impact. But before that, entrepreneurs
Sasha Hauswald / Grounded Solutions Network WHY GRANTS ARE STILL A CRITICAL PART OF Naldo Peliks / Centro Community Partners need to go through the startup phase, to
THE CAPITAL SPECTRUM FOR DEVELOPMENT Derene Allen / Pacific School of Religion attract investors and learn how to partner
INNOVATIONS Ondřej Zapletal / Depositum Bonum Foundation efficiently with them. How does the
As impact investing begins to realize its
5:15 PM
June Sugiyama / Vodafone Americas Foundation entrepreneur feel when the investor is considering
promise of achieving impact using for- entering into his or her business, and what makes
profit models, is there still a role for grant
PA R A L L E L S E SS I O N S capital? Funders and investors discuss innovative UNLOCKING IMPACT CAPITAL ACROSS THE
a good investment opportunity in the eye of
an investor? How is impact being targeted and
ways they use grants and other forms of subsidized INVESTOR SPECTRUM measured by investors and entrepreneurs, and how
capital to catalyze support and financing for Demand for impact investments is can it be replicated to scale in the African context?
SUPPORTING SUSTAINABLE SME DEVELOPMENT entrepreneurs by de-risking investment in nascent outpacing the supply of investment Susannah Eastham / ANDE
IN EMERGING MARKETS industries and for untested but potentially opportunities prepared to meet the Sally Walkerman / Small Foundation
Small and medium enterprises (SMEs) transformative new business models. appetite and needs of individual to Fabrizio Cometto / MCE Social Capital
account for more than 95% of businesses Rob Schneider / USAID institutional investors. This panel will David Munnich / Investisseurs et Partenaires (I&P)
worldwide and provide more than half of Chris Jurgens / Omidyar Network explore various approaches to bridge the
all jobs. While these SMEs play a pivotal Aun Rahman / World Bank gap. Learn how the Rockefeller Foundation is
role in driving sustainable development, Stephanie Kimber / Australia’s Department of fostering innovative finance by funding project DOES CAPACITY-BUILDING SUPPORT IN IMPACT
they face many barriers that stifle their Foreign Affairs and Trade developers like Blue Forest Conservation. Hear INVESTING DISTORT THE MARKET?
potential for lasting impact. Public and private Victoria Fram / Village Capital how Cambridge Associates mobilizes institutional Capacity-building support – also known
players have implemented many approaches capital for impact. Discover how Kiva and Swell as non-financial support or technical
to stimulate the development and investment leverage technology to make impact investing assistance – strengthens a business’
worthiness of the sector. This panel showcases HOW TO EMBED AND ENSURE IMPACT, LEGALLY attainable for all. operations, impact, or strategy. According to a
some approaches, such as: grant funding for ESG, Once you agree on mission, and mission Leigh Madeira / Blue Forest Conservation GIIN study, this support is used by impact investors
mentorship for SME fund managers, building objectives, how do you incorporate them Adam Connaker / Rockefeller Foundation to assist businesses in several areas including
entrepreneurial ecosystems, and supporting into enforceable legal obligations? Today’s Danielle Reed / Cambridge Associates HR, impact, and financial management. Does
inclusive finance and impact measurement. impact investors and portfolio companies Jonny Price / Kiva this support distort the market by providing an
Melwyn Dcosta / MaRS Centre for Impact Investing are aligning around mission, but how is Amberjae Freeman / Swell Investing unsustainable advantage to weak businesses? Or,
Edward (Ted) Thomas / Deloitte mission articulated and incorporated into does it support innovative businesses that deliver
Marie-Claire Duguay / Développement the company’s charter and deal documents? Learn solutions in new markets?
international Desjardins (DID) strategies, ideas, and best practices for embedding Tahira Dosani / Accion Venture Lab
FRIDAY, OCTOBER 13
parking lot and the Big Top, too. Starting out with This experiential workshop will take a
wealth through entrepreneurship in hypothetical social enterprise from idea through
historically marginalized neighborhoods is a more mellow, jazzy feel, expect the rhythms to
accelerate as the evening continues. So, bring your investment at scale. At critical junctures we’ll reflect
gaining traction. How is this happening? What are how race or bias showed up. Through the lifecycle
dancing shoes!
the critical roles and pieces of the ecosystem that PLENARY SESSION of a deal, from various stakeholder perspectives,
make community wealth far more possible? Join participants identifying practices for reducing
the conversation and learn how you can map out implicit bias and building equity and inclusion.
and connect the resources, identify what is missing, CHANGE ON THE HORIZON Jenny Abramson / Rethink Impact
and pursue a movement of equity, innovation, and 90 MINUTE SESSION Rodney Foxworth / Invested Impact
community resilience in the place you call home. Looking ahead, the trends already indicate Michael McAfee / PolicyLink
Rosa Lee Harden / SOCAP growing momentum for the impact economy in Cynthia Muller / W.K. Kellogg Foundation
Tim Soerens / Neighborhood Economics terms of generational wealth transfer, and women
Derrick Braziel / MORTAR and millennials who are much more inclined
Kevin Jones / SOCAP to invest with their values. Are we effectively IMPACT AND THE DIGITAL WORK ECONOMY
engaging across sectors to prepare for this shift It doesn’t matter whether robots and
and facilitate the flow of capital to transform our software might affect our jobs in 30
THE WAR ON FINANCIAL INSTABILITY: BUILDING years: automation and globalization are
A MOVEMENT economy? Gather to reflect on emerging themes
and be energized for the work ahead. already dramatically reshaping our economy.
Financial instability is the new reality Only by reimagining a few small things – the
for Americans, affecting individuals, Joel Solomon / Renewal Funds
Kevin Jones / SOCAP nature of work, the purpose of the corporation,
employers, communities, and prospects and our entire educational system – can we
for the next generation. A challenge of this Donna Morton / Change Finance
Andy Lower / A Different Approach to Poverty (ADAP) help to create a future of broad prosperity. This
size will take a movement to solve. In this session will provide a new way of looking at this
session, learn how a cross-sector approach Penelope Douglas / CultureBank
seismic market transition, and offer a vision for a
is engaging experts, elected officials, educators, collaborative future.
business owners, and diverse communities to Gary Bolles / Charrette LLC
address income volatility nationwide. We’ll explore
these topics and the journey of Finance Forward, 10:30 AM Vivienne Ming / Socos
Kristin Sharp / New America
an event series to create national dialogue and PA R A L L E L S E SS I O N S
innovate solutions.
Georgia Gonder / LendUp GRASSROOTS ENTREPRENEURS: UNIQUE
Kat Taylor / Beneficial State Bank BARRIERS AND SOLUTIONS TO ACCESSING CHALLENGES AND OPPORTUNITIES
Sasha Orloff / LendUp FUNDING For grassroots entrepreneurs – solving
Daniel Schneider / UC Berkeley Impact investing is exploding around the problems in their own community or country
Joanna Smith-Ramani / Expanding Prosperity world, and we have thousands of accelerators, – it can be a struggle to attract the right
Impact Collaborative (EPIC) incubators, and support programs. But for capital and resources to scale. Challenges around
Tishaura Jones / City of St. Louis most impact entrepreneurs, the quest to find capital perceived risk, proof of traction, transparency, and
to fuel their growth seems just as tough as ever. What exits are as applicable to grassroots entrepreneurs
are the barriers that keep impact entrepreneurs from raising money in emerging markets as in the
accessing the funding they need to succeed? What inner cities of developed markets. This session
solutions are being tried? And what can entrepreneurs will discuss opportunities to unlock capital
do to tip the odds in their favor? for entrepreneurs who deeply understand the
Cathy Clark / CASE at Duke University problems they are solving from lived experience.
Suzanne Biegel / SPRING Alloysius Attah / Farmerline
Jenny Kassan / Jenny Kassan Consulting Kwami Williams / MoringaConnect
Derrick Braziel / MORTAR
In a world where “politics as usual” is out the of the process will be to reduce complexity and
window, many of us wonder what we can confusion while giving the social entrepreneur a
A Developing Future:
do to bring about change and channel frustrations few clear options; narrowing down their potential Welcome Party: Poverty Stoplight
Impact Investing & Foreign
into impact. This interactive workshop will give legal structures from seven to only two or three. Comes to Washington, DC
Aid for a Greater Good
you a clear framework and easy-to-implement Kyle Westaway / Westaway Law FEBRUARY 2017 - WASHINGTON, DC
JULY 2017 - WASHINGTON, DC
steps to move forward, including insights around
leadership, collaboration, and advocacy. Apply
12:00 - 1:00 PM
all that you’ve learned at SOCAP to your favorite
Financing Broad-Based Ownership Human Capital: Investing in
cause because, as Alexander Hamilton said, "If you
for Community Wealth the Future of Work
don’t stand for something, you'll fall for anything." FEBRUARY 2017 - WASHINGTON, DC NOVEMBER 2017 - NEW YORK CITY
Darian Rodriguez Heyman / Numi Foundation
BOX LUNCH
FESTIVAL PAVILION
INTERNATIONAL CONTEXT 2017 SERIES SPONSORS
Capital Shifts for a
The US is not the only country addressing
Regenerative Economy
systemic racial bias. Across the globe, open
MARCH 2017 - BERKELEY
dialogue about race and racism is taboo.
How are equity conversations taking place outside
*Events since SOCAP16 are listed here. For a full list of past events and partners, visit socap365.com
JBMEDIAGROUPLLC.COM
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This year – with the acquisition of SOCAP by a new group of investors – the people who bring
you SOCAP has expanded to include a new team on the East Coast; both in management and
with an additional team working on the Good Capital Project (GCP). While SOCAP convenes and
educates, GCP has added to the SOCAP family by focusing its attention on building collaboration
and partnerships to drive more capital to purposeful investment.
This year’s team of amazing folks who have brought you SOCAP17 includes:
KEVIN JONES | CO-FOUNDER & CONVENER LINDSAY SMALLING | PRODUCER & CURATOR ROSA LEE HARDEN | CO-FOUNDER & EXECUTIVE JAMIE MCGONNIGAL | DIRECTOR OF BUSINESS
Kevin is currently focusing most on Lindsay curates all content for PRODUCER DEVELOPMENT
neighborhood economics (both the SOCAP, and also oversees production, Rosa Lee has been producer Jamie is proud to be a part of the
organization of that name and the marketing, and business development. throughout the entire decade of SOCAP team, following five years
area of impact) – helping to create Since joining SOCAP in 2012, Lindsay SOCAP. (Has it really been a decade!?) organizing RootsCamp, the nation’s
wealth in marginalized communities has served as Entrepreneur Her daughter says she is a blend of largest progressive “unconference.”
through an ecosystem approach to Coordinator (2012), Program Manager heart-centered mystic and future- Prior to that, Jamie produced more
entrepreneurship. He is committed to for the Oceans track (2013), Senior focused achiever – straddling the than 200 Broadway concerts and
both finding the resources for and participating in a Content Associate (2014), and Director of Programming inner realms of reflection and the events, benefiting organizations
learning network of those system entrepreneurs who (2015), before becoming Producer and Curator in 2016. outer realities of walking her truth with integrity. She's such as The Matthew Shepard Foundation, National
are creating similar ecosystem approaches – using a Lindsay was previously Strategic Initiatives Officer at been a serial entrepreneur since she took over the AIDS Fund, United Nations Association, and Broadway
mix of investing and providing support to neighborhood ImpactAssets where she was focused on building family newspaper in her 20s. An Episcopal priest, she Cares / Equity Fights AIDS. In his free time, Jamie is a
scale startups and businesses. He is also working knowledge resources that advance the field of impact recently was honored for her contributions to her peers cartoon voice actor for Pokémon, Yu-Gi-Oh! and several
increasingly in a similar ecosystem multisector investing, such as Issue Briefs and the annual and community with an honorary doctorate by her alma other animated features and video games. He can also
partnership with the United Nations Development ImpactAssets 50. Lindsay is a graduate of Columbia mater, the Church Divinity School of the Pacific in be heard as a political commentator on SiriusXM
Programme in Armenia, that is expected to expand to Business School and Pomona College. Berkeley. She speaks and preaches on Money & Meaning Progress 127 and currently serves on the board of
other countries nearby. He continues to enjoy grounding – living with money as a moral and ethical extension of Upswing Strategies. He lives in DC with his husband
himself and his family on a farm just outside of Asheville, our selves – and not long ago was invited to speak on Sean. Find out more at jamiemcg.me.
North Carolina, where the Swannanoa River that flows this topic at The Vatican. Having one foot in the faith
in his backyard reminds him of constant dynamic world and one foot in entrepreneurship has been a
changes, and where his two grandkids and his dogs great place from which to grow the conference at the
remind him to take time to play. intersection of money and meaning. Her family is very
important to her, and she actively nurtures familial ties.
Rosa Lee has historically limited her endeavors into
territory where she knew she could excel, and is
courageously expanding in the art of being a beginner
through her new passion: ballroom dancing!
WORDS TO PHRASES
ADD I HEARD
TO MY I WANT TO
VOCABULARY USE
NEW POTENTIAL
METAPHORS
TO DESCRIBE PARTNERS
MY WORK TO PURSUE
NOTES NOTES
WHAT I
LEARNED QUOTES TO
ABOUT REMEMBER
MYSELF
THINGS TO
WHAT
LOOK UP
SURPRISED WHEN I
ME THIS YEAR
GET HOME
WHAT
PLACES FOR I'M GOING
CONNECTIONS
BETWEEN TO DO
BEFORE
SILOS
SOCAP18