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CONFERENCE GUIDE 2010 SECTION TITLE 1
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CONFERENCE GUIDE 2010 SECTION TITLE 1
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CONTENTS

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FORT MASON MAP

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WELCOME

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YOUR INVESTMENTS

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CONNECTIONS

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TRACKS

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SCHEDULE OVERVIEW

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SCHEDULE DESCRIPTION

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KEYNOTE SPEAKERS

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SPONSORS

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SCHOLARSHIPS

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PROVIDERS AND RECIPIENTS

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TRANSPARENCY

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SOCAP10 TEAM

SOCAP10 IS ABOUT WHAT’S NEXT 4 SOCAP10 CONFERENCE GUIDE
SOCAP10
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WHAT’S NEXT
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WELCOME TO SOCAP10

YOU ARE PART OF THE LARGEST AND MOST INFLUENTIAL GATHERING IN THE WORLD OF PEOPLE MAKING SOCIAL ENTERPRISE AND IMPACT INVESTING HAPPEN.

The people around you are putting their money where the world needs it. They are here at Fort Mason with you, nonprofits and for-profit businesses with a mission, with hundreds of investors, donors, foundations, government and development agencies.

The Rockefeller Foundation is here, as is the Bill and Melinda Gates Foundation, US AID, OPIC and other development agencies, as well as impact investors, individuals, and funds, from Mexico, the UK, Hong Kong, the Netherlands, Nigeria, South Africa, Australia, India, Sweden, and more than 20 other countries. We have also provided scholarships to nearly 100 social entrepreneurs and given them their own space that we call The Clubhouse, where they are meeting partners and peers and perhaps even taking a rest from the relentless hunt for money. All told, more than 35 countries are represented.

We’re full of announcements this year, including an exciting seed fund for visionaries with a dream and a plan. It’s a joint venture between First Light, one of Bob Patillo’s Gray Ghost family of funds, and the Hub Bay Area. It’s going to be a deeply democratic fund, with people able to invest for as little as $5,000. People- powered capital to help turn great ideas into reality and let other enterprises go beyond concept and reach their natural limits, all part of the innovation, the trial and error that’s needed to move investing for good to the next

level. Social enterprise is a movement; the way in which it acts like an asset class is only part of where the value is.

As Jacqueline Novogratz said to me when she agreed to keynote this year’s SOCAP, as impact investing proceeds down the path of being validated as an asset class, the one thing that should not be lost is its true purpose. It is supposed to be catalytic; to do the risky, experimental things that traditional capital would not do, and traditional philanthropy or public agencies could not conceive, and it needs to partner with philanthropy and with government. I agree. And that’s why we have a greatly expanded focus on tactical philanthropy (that’s the new and smart kind) as we try to figure out how we all partner to use the resources and talents we have to do what the planet and the people need to get done.

Of course, funding for raw startups is only one part of the Social Capital Market that is emerging, though it’s an essential one that is finally becoming a reality.

We also have a lot of people whose story is at the opposite end of the spectrum: big funds showing Wall Street that there is real investor demand to mix meaning and money. People want to invest in the world that we want to live in, and not invest in a world that is bad for our children or the planet, and Wall Street is getting the message in a much bigger way than ever before.

WELCOME

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The market at the intersection of money and meaning is different than Wall Street. It’s a market where everybody can play; Matt Bannick of Omidyar Network calls it flexible capital; putting the right kind of money together, from small personal donations and loans to big grants, to debt, to equity, with everyone understanding their part of the puzzle and the larger goal at stake.

Through the new startup, the Hoop, you can be part of the action with the loan you make to XS Project, the Indonesian trash pickers’ social enterprise who makes our bags. You can help change the world right now with your gift certificate to invest in a high performing Haitian microfinance institution or a Costa Rican Fair Trade sustainably farmed coffee cooperative thanks to MicroPlace. People at our Connection Concierge area can help you take advantage of these and other opportunities to take action today.

If you are new to this whole area, or you are attracted to it but don’t know how to get involved, if you want to use your skills in a place where what you are good at gives you a new sense of meaning along with a paycheck there is something for you here called LifechangerU. A mix of a university curriculum with small groups and a solid base in multiculturalism, it’s yet another of the startups announcing its launch at SOCAP10.

There are a lot of other announcements at SOCAP10. One of the biggest is the launch of the GIIRS Pioneer Funds, the 25 impact investment funds that this B Lab project has validated, with help from the Rockefeller Foundation and others. There are major investment banks here to say they, and their wealthy clients, are part of this market at the intersection of money and meaning.

Three impact investment funds that have reached the magic nine-figure level, more than $100 million, are now ready to talk about how they broke that barrier, and provide lessons for others who want to follow their lead.

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There is vitality at the top end and at the emerging startup end of the Social Capital Market, and that’s good for us, and good for the world. Startups are finding funding, career changers are finding jobs, and lives are being changed.

And put this on your calendar right now. May 31, June 1

& 2, 2011. SOCAP Europe. The markets at the intersection

of money and meaning will convene at the original stock exchange in Amsterdam. This historic place where stock markets originated will be infused with the energy that will help the market economy change the world. We are thrilled to be working with our European partners Frank van Beuningen of the Pynwimic Fund and Margaret McGovern, as SOCAP goes international.

After three years, it’s great to see this market emerge

and come into its own, complete with high flyers and headline risk. We are not surprised. In year three, I think we can say, with surprise, gratitude, and a nice sense of accomplishment, that SOCAP is proceeding according to our original plan, the one written before we had a logo or

a

website or were even called SOCAP. Thanks for making

it

happen with us.

And we want you to know we will continue to deliver to you each year what’s next, as we talk to all the players in the Social Capital Market and build the content around the conversations you want to have, talking about the things you think are important.

to have, talking about the things you think are important. KEVIN D. JONES CONVENER PEOPLE AT

KEVIN D. JONES

CONVENER

PEOPLE AT SOCAP10 PUT THEIR MONEY WHERE THEIR MOUTH IS SECTION TITLE 7
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YOUR INVESTMENTS AT SOCAP10

THE INDIVIDUALS WHO ARE GATHERING AT THE INTERSECTION OF MONEY AND MEANING ARE NOT JUST TALKING ABOUT INVESTING BUT ACTUALLY TAKING ACTION.

SOCAP10 is a conference where you don’t need to be a high net worth individual, a fund or a foundation to take action. Those big funds and foundations ARE represented at the conference, but we are also about people-powered capital; letting everybody participate.

SOCAP10 is an opportunity to invest in people and ideas that matter and need your help to make them come to life! Through our friends at the Hoop and MicroPlace, we’re thrilled to say that this year’s conference has the potential to provide more than $70,000 to microenterprises, Fair Trade coops and entrepreneurs across the globe.

FROM CONSUMERS TO INVESTORS

Last year was about the bag, this year it’s about the producers.

XS Bags and the Hoop Fund are partnering to create a social capital experience for every participant at SOCAP. Working together, XS Bags and the Hoop Fund have enabled us to offer you a unique social capital opportunity right here at SOCAP. You can decide to take a custom laptop sleeve from XS Bags, or declare yourself a social investor by choosing to dedicate a SOCAP-funded

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microloan to XS Bags’ producers in Indonesia using the Hoop. The microloan will be used to fund a market access project to help XS’s sewers and trash-pickers reach out and develop new market opportunities here in the U.S. Or you can do both! Pick up and enjoy one of the handmade sleeves and give your own microloan using the Hoop. Investors will be highlighted as this year’s social capitalists.

ABOUT THE HOOP

www.jointhehoop.com

social capitalists. ABOUT THE HOOP www.jointhehoop.com Launched in August, the Hoop Fund enables people to take

Launched in August, the Hoop Fund enables people to take their love of great products and great movements to a new level. Use a microloan of $25 or more to invest in Fair Trade organic farmers and artisans through a loan, purchase their products through a partnering brand, and spread your story with producers to your own friends and family. The Hoop builds new cycles of consumption and investment: invest in what you enjoy and enjoy what you invest in.

invest in what you enjoy and enjoy what you invest in. MICROPLACE www.microplace.com Through MicroPlace, a
invest in what you enjoy and enjoy what you invest in. MICROPLACE www.microplace.com Through MicroPlace, a

MICROPLACE

www.microplace.com

and enjoy what you invest in. MICROPLACE www.microplace.com Through MicroPlace, a PayPal company, you can find
and enjoy what you invest in. MICROPLACE www.microplace.com Through MicroPlace, a PayPal company, you can find

Through MicroPlace, a PayPal company, you can find microfinance investments around the world. These investments provide a financial return, along with a great social benefit. Your dollars are used to help the poor build assets, start businesses, and move from survival to planning for the future.

If you registered in advance for SOCAP10 you received an email telling you how to get your FREE $50 MicroPlace gift certificate, and if you didn’t get that email, go to the SOCAP10 website (socialcapitalmarkets.net) to find out how to get your gift, or stop by the Connection Concierge in the Hub Lounge during SOCAP and they can help you redeem your gift certificate today.

Concierge in the Hub Lounge during SOCAP and they can help you redeem your gift certificate
Concierge in the Hub Lounge during SOCAP and they can help you redeem your gift certificate

YOUR INVESTMENTS

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SOCAP10 IS THE PLACE TO MAKE SURPRISING AND VALUABLE CONNECTIONS 10 SOCAP10 CONFERENCE GUIDE
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CONNECTIONS AT SOCAP10

SOCAP10 IS ABOUT FINDING THE PEOPLE THAT CARE ABOUT “WHAT’S NEXT” IN MAKING THE WORLD A BETTER PLACE AND FORMING MEANINGFUL RELATIONSHIPS THAT WILL CHANGE THE GAME.

Real action is happening in the regions and sectors that people care about, from West Africa, to water, from India, to local energy production. By making new connections, attendees will gain a sense of the rapidly expanding wave of investing for financial return and social impact. At first glance, the arena may seem overwhelming in its complexity, daunting and chaotic. But if you will join us in this exploration and discovery, if you’re willing to take a breath and get to know the other people in the room, you’ll find that, just like you, they’re here to make a difference−and to do it together.

Because the social capital market brings together so many people from so many areas−ranging from foundations to impact investing funds and angel investors to domestic U.S. government and international development agencies −we have provided special tools and enlisted experts to help you find your way, translate the insider lingo, and help you to meet the people and partners you’re looking for.

CONNECTION CONCIERGE

First and foremost are the Connection Concierges, an exceptional, carefully-selected group of Social Entrepreneurs and MBA students who will be onsite to help ensure you find the information and people that can help make this a successful event for you. You’ll find the

Concierges at or near the registration desk on each day of the event, and wandering around looking for you to ensure that you’re finding what you need.

The Connection Concierges are trained to help you with three things —

DECIPHERING JARGONConcierges are trained to help you with three things — The phrases insiders toss off like,

The phrases insiders toss off like, “If the people focusing on the BOP don’t go beyond MFI to reach the SME, we’re SOL.” Don’t be shy: Ask a Concierge to help explain any terms that are unfamiliar to you (SOL is what you think it is).

MATCHMAKINGthat are unfamiliar to you (SOL is what you think it is). Using online surveys filled

Using online surveys filled out by attendees, which are in turn linked to a searchable database, we’ll help you figure out who your potential partners are, and which investors, donors or entrepreneurs care about the regions and industry sectors you care about, from technology to microfinance, from South America to the U.S. If you’re looking for help with marketing, fundraising, due diligence in a particular area, or anything else, searching the attendee profile database can help you find the answer. Connection Concierges will also be able to help you find the places and panels where people have the answers or know the people who have the answers.

CONNECTIONS

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NAVIGATIONConnection Concierges can help you find the place you need to be when you need

Connection Concierges can help you find the place you need to be when you need to be there.

LOOK FOR THE T-SHIRTS!

If you’ve got a question, just look for someone in the SOCAP10 Staff t-shirt. They can help you find what you need.

This year, the back of the volunteers’ t-shirts remind you that you can text your question to our Text Concierge to get an answer delivered directly to you in your seat!

to get an answer delivered directly to you in your seat! TEXT CONCIERGE So what if

TEXT CONCIERGE

delivered directly to you in your seat! TEXT CONCIERGE So what if you don’t have time

So what if you don’t have time to run back to the station and ask them a question? Luckily, Resdida Mobilize can help you connect anywhere at any time. Here are a few ways you can utilize our Text Concierge this year to help you navigate the event. —

All mobile services are available to US Phones by texting 80474, and to International (non-US) phones by texting

+44-762-480-2795

SOCAP10 CONFERENCE GUIDEto International (non-US) phones by texting +44-762-480-2795 1 SUBSCRIBE TO THE SOCAP10 MOBILE CHANNEL To

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SUBSCRIBE TO THE SOCAP10 MOBILE CHANNEL

To receive conference announcements, subscribe by sending “socap” in a text message to 80474 (international phones can text +44-762-480-2795)

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ASK ANY QUESTION TO THE SOCAP TEAM

If

you want to know ANYTHING during SOCAP, just

text your question to 80474 (or +44-762-480-2795 for non-US phones), and you’ll receive an answer within one hour!

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FIND OUT WHEN A SPEAKER IS PRESENTING

To know when and where someone is scheduled to speak, send “lastname” in a text message to 80474 (or +44-762-480-2795 for non-US phones)

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TRACK QUERY

To find out what sessions are being presented for

a

specific track (e.g. MOBILE TRACK), simply text

“mobile monday” to 80474 (or +44-762-480-2795 for non-US phones) and you will receive all Mobile sessions for that day.

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RATE YOUR SESSION

At the end of each session, let SOCAP know how you valued the session. You simply send your two-letter session code plus your score from 1-10 to 80474 (or +44-762-480-2795 for non-US phones). Session codes are placed in every session room.

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FAST PITCH VOTING

For those attending the Omidyar Network “Mobile Fast Pitch” session, you will be able to vote for your favorite pitch. Instructions will be provided at each session.

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“LIKE” A SPEAKER TO HAVE THEM KEYNOTE THE THIRD DAY!

If you like a particular presenter or speaker, simply

text “like last name” to 80474 (or +44-762-480-2795 for non-US phones). For example, if you like Jane Doe,

text “like doe”.

SOCAP COMMUNITY ONLINE

like Jane Doe, text “like doe”. SOCAP COMMUNITY ONLINE In addition to our onsite Connection Concierge
like Jane Doe, text “like doe”. SOCAP COMMUNITY ONLINE In addition to our onsite Connection Concierge

In addition to our onsite Connection Concierge liaisons, our online SOCAP Community Site acts as a bridge builder between SOCAP attendees. Designed by Xigi Inc. (ZIG-ee), the SOCAP Community Site is open not only to registered attendees, but also to non-registered individuals who are out there trying to build the space.

The Community Site will live far beyond this year’s gathering, serving as the online home of the intersection of money and meaning. We invite you to help build the vision for this online platform by contributing your ideas and answers before, during and after SOCAP10.

Here’s what you can find on the SOCAP Community Site —

» AGENDA AND SPEAKERS Organize your schedule, save sessions to your profile and search for the speakers and panels that match your interests.

» ATTENDEE DATABASE The SOCAP Community Site is where you can find the people and connections that matter. Search by interest, regional focus, industry, asset class, vocation, and expertise.

» DISCUSSIONS Engage on the topics you care about, contributing posts and comments, and building the conversation between the members of the Social Capital ecosystem.

» MEET-UPS We want you to organize your own gatherings! We know that there may be impromptu groups that need to meet during the conference to focus on specific topics. We’ve provided a Meetup scheduling function to increase the connections and beneficial collisions that need to take place while you’re at SOCAP.

collisions that need to take place while you’re at SOCAP. e xygy web + mobile www.exygy.com

exygy

web + mobile

www.exygy.com

technology for social innovation

APPLICATION FOR SMART PHONES!

The SOCAP10 mobile application makes it easier than ever to manage your SOCAP10 schedule. No need to dog-ear the printed schedule any longer! The entire list of keynotes, panels, and presentations is available via your iPhone, Android, or Blackberry (OS6+ only) mobile phone. Browse SOCAP10 events by day, time, or topic/track. Add the events you want to attend to your list of favorites, and then see the schedule you’ve made for yourself.

The SOCAP10 mobile application was built by SOCAP10 partner + sponsor Exygy. If you have any questions or comments, please stop by Exygy’s booth on the SOCAP10 floor. To use the SOCAP10 mobile app, point your phone

CONNECTIONS

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at m.socap10.net, or if you have a bar-code scanning app you can scan this QR-Code for instant download now:

app you can scan this QR-Code for instant download now: @SOCAP10 and the #SOCAP10 hashtag have
app you can scan this QR-Code for instant download now: @SOCAP10 and the #SOCAP10 hashtag have

@SOCAP10 and the #SOCAP10 hashtag have become major sources for news in the social capital market space. Make sure to follow them so you don’t miss a beat. Each panel has been assigned its own Twitter hashtag. To join in the Twitter conversation for the panel you are attending, please see the tag sign at the front of the room or visit the Connection Concierge and see the Twitter hashtag list.

the Connection Concierge and see the Twitter hashtag list. You can also join our Facebook Fan
the Connection Concierge and see the Twitter hashtag list. You can also join our Facebook Fan

You can also join our Facebook Fan Page (Social Capital Markets Conference) and Linkedin group (search for Social Capital Markets).

SOCAP10 DAILY UPDATES

This year’s conference will include countless exciting announcements and we don’t want you to miss any of the big news. That’s why we’ll be announcing each new deal, the major events of the day, and a round-up of each day’s events via blog, Twitter, Facebook and video. You can see the daily update by subscribing to Text Concierge by Resdida, visiting the SOCAP Community homepage, checking out the news station in the HUB Lounge, visiting the SOCAP10 blog, or checking your email at the close of the conference day.

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HUB LOUNGE

the conference day. 14 SOCAP10 CONFERENCE GUIDE HUB LOUNGE The Hub Lounge is back this year

The Hub Lounge is back this year with an even richer Hub experience at SOCAP. We are creating a local and global habitat for social innovators to collaborate, access market opportunities and capital, build community, scale ideas, and connect with a global network of 4000 Hub members. Come talk to the Hub Lounge staff and hear more about this exciting movement. You would probably enjoy a visit to our flagship Hub SoMa in the Chronicle Building at 5th and Mission in San Francisco. If you’re in the East Bay, check out the Hub Berkeley in the David Brower Center, just seconds from the Berkeley Bart Station.

Hub members are all over the event. Keep an eye out for individuals with Hub lanyards and ask them what it’s like being a member!

While at SOCAP10, the Hub Lounge is a place for you to collaborate and connect and this year the Lounge features—

»

and connect and this year the Lounge features— » Our local art partner, Intersection for the

Our local art partner, Intersection for the Arts, activates the Hub Lounge with art that illuminates, inspires, and provokes. For nearly 50 years, Intersection for the Arts has provided a platform for creative change in our community. Sharing the 5M gallery space in Hub SoMa at 5th and Mission, Intersection and Hub SoMa cultivate innovative collaboration between the arts and commerce communities.

»

»

Coffee Brew Bar sponsored by Equal Exchange. Out a little bit too late last night? Come get a cup of Fair Trade coffee, brewed one cup at a time!

A professionally hosted environment with Hub Hosts helping connect you to the people you need to meet at SOCAP10.

» Meet-up stations and meeting space.

» A live video station for viewing sessions from the main hall and the SOCAP10 newsboard updating you with the major announcements you need to know about.

ENTREPRENEUR’S CLUBHOUSE

SOCAP10 is providing a special Entrepreneur’s Clubhouse and some private sessions for the social entrepreneurs who received scholarships to attend.

The Entrepreneur’s Clubhouse is—

A room with comfortable seats, and a cozy personal

atmosphere. It’s a free space for social entrepreneurs

to get away from the relentless fundraising drive, and

hang out with each other. It’s a lounge where you can brainstorm, chill and figure out together how you can be part of unlocking the $120 billion in investor demand with your answer to What’s Next.

Members of the club will be able to join these innovative private sessions —

» A free one-hour Structure Lab by Criterion Ventures.

» A pitch development session with Daniel Epstein from Unreasonable Institute

» A boot-strapping “how-to” with Martin Montero

» A session with Kevin Jones of Good Capital in which he will hear social entrepreneurs’ founder’s stories and offer an investor’s feedback.

» A session with Echoing Green discussing the Echoing Green Fellowship and providing advice on angel-stage capital. A select group of SOCAP scholarship recipients will be fast forwarded to the second round of the selection process for an Echoing Green Fellowship.

WEDNESDAY: PARTICIPANT-LED SESSIONS

Our third and last day together will be a complete divergence from the traditional listener/learner model, turning the process into an active conversation.

Andrew Zolli of PopTech will start the third day for us helping put what we’ve heard in perspective and lead us into the Open Space with clarity.

Then, together, the attendees will focus on next steps and further conversations. You’ll want to plan to stay through Wednesday because it could be the most valuable time you spend at the conference. It’s about the people in the hallway, the ones you’ve come to see and to meet. Come and be part of taking it further. Make a suggestion for a group you’d like to convene. Our experienced facilitator, Jerry Michalski, will help us do that face-to-face, and make connections that can help this exciting world of social capital markets continue to grow.

Here’s what you’ll do —

» Take advantage of the assembled brains and means

» Pursue initiatives, test ideas, find partners

» Turn the first couple days’ energy into action

NEW THIRD-DAY FEATURES

» THOUGHT LEADER LUNCHES Some of SOCAP’s

leading thought leaders will be hosting lunch tables so that you can converse about the topics that matter to you.

» PEOPLE’S CHOICE PLENARY AND KEYNOTES

Conference attendees will have the ability to vote with their phones via Resdida Mobilize for the speakers of their choice to micro-keynote the third day.

CONNECTIONS

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TRACKS AT SOCAP10

THE MARKET AT THE INTERSECTION OF MONEY AND MEANING HAS MATURED AND SOCAP10 HAS EXPANDED TO INCLUDE HALF A DOZEN TRACKS IN ISSUE AREAS RANGING FROM MOBILE TECHNOLOGY TO IMPACT INVESTING TO FOOD SYSTEMS.

We’re doing things differently at SOCAP10. After two years of providing a broad overview of the landscape, we felt it was time to take a deep dive into different sectors of the social capital market. We brought on thought leaders to help us curate Food Systems,

Innovation in International Development, Food Systems and Tactical Philanthropy. SOCAP10 Producers Amy Benziger and Kevin Jones have worked with the community to create Impact Investing, New Money, and Metrics and Systems Thinking.

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METRICS AND SYSTEMS THINKING

Curated by SOCAP10

This track is intended to look at both sides of the scale on how to design organizations, products and financing mechanisms for social impact. Hear

from foundations and consultants on how to vet and advise for producing results on the ground. Gain insight from representatives of GIIN, Ande and others on the development and deployment of tools such Pulse, GIIRS and IRIS and how they are creating a universal language and set of metrics to assess social impact along a common scale.

set of metrics to assess social impact along a common scale. EMBRACE DISRUPTION Embrace Disruption at

EMBRACE DISRUPTION

Embrace Disruption at SOCAP10 is the place where funders and investors, entrepreneurs and media makers all come together to explore emerging media possibilities. Join us as we weave together funding strategies and opportunities, reviewing case studies and personal stories from cutting edge practitioners in a day-long track within SOCAP10.

TRACKS

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IMPACT INVESTING

Curated by SOCAP10

Impact investing is taking off. A handful of funds that mix social impact and financial return have crossed the magic $100 million mark and major institutional wealth managers are selling them to their clients. At the same time, new research says there is $120 billion in pent-up but untapped investor/donor demand for tying meaning to money. Hear from the cutting edge organizations taking a high engagement approach to entering the market and deploying capital.

approach to entering the market and deploying capital. 18 SOCAP10 CONFERENCE GUIDE TACTICAL PHILANTHROPY The full
approach to entering the market and deploying capital. 18 SOCAP10 CONFERENCE GUIDE TACTICAL PHILANTHROPY The full
approach to entering the market and deploying capital. 18 SOCAP10 CONFERENCE GUIDE TACTICAL PHILANTHROPY The full
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TACTICAL PHILANTHROPY

The full spectrum of the social capital market includes philanthropic capital. Join the Tactical Philanthropy track and explore the role of philanthropic capital in both for-profit and nonprofit social enterprises and markets. The sessions will help donors and investors bridge the illusionary gap between acts of philanthropy and market rate social impact investments.

Curated by Sean Stannard-Stockton, Tactical Philanthropy

Sean Stannard-Stockton is CEO of Tactical Philanthropy Advisors, a philanthropy advisory firm that serves individual and family philanthropists. Sean is the author of the Tactical Philanthropy blog and writes a monthly column for the Chronicle of Philanthropy. He is a member of the World Economic Forum’s Council on Philanthropy & Social Investing and has been quoted or referenced in The New York Times, Wall Street Journal, Washington Post, Financial Times and many other media outlets.

Sponsored by Liquidnet / Liquidnet is the premier institutional investment community, bringing together the world’s largest asset managers and public companies on a single network that directly connects traders, portfolio managers, analysts and listed companies. Through an active corporate social engagement program called Liquidnet For Good, since 2007 the company has devoted a portion of revenues to social challenges. Through an initiative called “Markets for Giving,” Liquidnet is galvanizing the players in the philanthropic ecosystem to create more opportunities for value-driven allocation of philanthropic resources.

for value-driven allocation of philanthropic resources. MOBILE TECHNOLOGY As innovation in wireless technology
for value-driven allocation of philanthropic resources. MOBILE TECHNOLOGY As innovation in wireless technology
for value-driven allocation of philanthropic resources. MOBILE TECHNOLOGY As innovation in wireless technology

MOBILE TECHNOLOGY

As innovation in wireless technology evolves at a staggering speed, the question remains how to best apply and harness mobile for social enterprise, responsible business strategies and positive impact. This track will bring together a range of thought leaders, from grassroots practitioners to corporate executives, for conversations about viable investment opportunities, the creation of alternate marketplaces and financial models, game-changing applications in emerging markets, and what the future holds for mobile technology.

Curated by Alison Bloch, Mobile Health Strategist

Alison is a Mobile Health Strategist interested in the intersection between social enterprise, mobile solutions and international development. She has deep experience helping complex multi-sector organizations (including the World Bank, major pharmaceutical companies, technology companies, NGOs and Ministries of Health and ICT) with strategy, operations, and design. Alison has been Program Director at the mHealth Alliance/United Nations Foundation where she focused on mobile solutions to health. She led the development of programs to drive thought leadership and create health system strengthening solutions to address issues of maternal health and access to medicines.

Sponsored by Omidyar Network / For the past six years our partners at Omidyar Network have established their role as a pioneer in the Social Capital Market space. Using a “flexible capital” approach to social investment, Omidyar Network funds for-profits and nonprofits through a range of funding types, from grants to innovative equity PRIs. Omidyar Network’s current partners include IGNIA, Leapfrog, Ushahidi, FrontlineSMS and D.light—a group that showcases diverse, groundbreaking models for social impact.

Omidyar Network is sharing its approach and results at SOCAP10, pointing to “What’s Next” in the Social Capital Markets. We’ll see how “flexible capital” is reaching exciting new frontiers like mobile technology, government transparency and property rights.

Omidyar Network has invited the world’s most promising social entrepreneurs working in mobile technology to SOCAP10 for the Mobile Fast Pitch event.

TRACKS

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FOOD SYSTEMS The agriculture and seafood industries are in a state of crisis. Many of
FOOD SYSTEMS The agriculture and seafood industries are in a state of crisis. Many of

FOOD SYSTEMS

The agriculture and seafood industries are in a state of crisis. Many of today’s top environmental, social, and economic problems are caused by how we produce and distribute food. Learn from industry veterans and innovators about the most promising opportunities and critical areas to make an impact in the short-term: systemic solutions for healthy ecosystems, regional foods, international trade, biotechnology, IT, and a strategy session for funders.

Note: International food security & sovereignty issues will be discussed in the International Innovation track.

Curated by Melanie Cheng, OM Organics

Melanie Cheng, an avid environmentalist and fan of good food, sought

a way to combine her appreciation of local cuisine with her deep respect

for the earth and support for sustainable agriculture. While working as an editor and technical writer, she established relationships with both the farming and restaurant communities, and laid the groundwork for what became Om Organics. Since then, her discovery of the ag sector has led to her founding FarmsReach.com (b-to-b marketplace for regional foods) and recently Catalyst Commons (coming soon) to unwind the tangled network of the ag industry. Melanie was recently named one of “Ten Most Inspiring People in Sustainable Food” by Fast Company.

Special thanks to Track Partner: RSF Social Finance

Special thanks to Track Partner: RSF Social Finance 20 SOCAP10 CONFERENCE GUIDE INNOVATION IN INTERNATIONAL
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SOCAP10 CONFERENCE GUIDE

INNOVATION IN INTERNATIONAL DEVELOPMENT

The international development landscape is continuing to evolve at an increasing pace. New business models, game-changing innovations, and rapidly integrating value chains are making developing countries increasingly competitive across a range of industries. At the same time, a growing middle class in historically poor countries is creating unprecedented demand for

products and services from all over the world. Sadly, the newly created wealth

is not trickling down to the poorest of the poor. Add to this mix, environmental

sustainability challenges that developing countries have not had to deal with in the past. All this poses questions that are as daunting as they are exciting:

What are the fastest growing industries and markets? How can this growth reach the bottom of the pyramid? Is there a trade-off between economic growth and sustainability? What opportunities does this create for social entrepreneurs?

opportunities does this create for social entrepreneurs? Curated by David Hodgson, The Idea Hive Support curation
opportunities does this create for social entrepreneurs? Curated by David Hodgson, The Idea Hive Support curation

Curated by David Hodgson, The Idea Hive Support curation by Erika Gregory, Fiona Hovenden, and Cheryl Hicks, Collective Invention

David is a futurist, and strategist. He explores ways of intentionally shaping a better global tomorrow, given the macro trends in the world today, including climate change, ecosystem degradation, the impacts of social networking, and the unbalanced economy. He is interested in the different pathways along which these overlapping dynamics might unfold, and in scanning for disruptive innovations that can create a more positive outcome. He is a co-founder of the Idea Hive, where he works with emerging leaders to help them better understand the future, and craft appropriate responses. He is also a Praxis Fellow of the International Futures Forum (IFF), a trans-disciplinary network, whose purpose is sustaining faith in the future and human aspiration, and in generating practical hope and wise initiative.

Special thanks to Track Partners: Collective Invention and Oxfam Collective Invention is an innovation practice dedicated to promoting innovation for the common good. Our goals are to apply known art about innovation in the private sector to seemingly intractable problems crucial to us all: education, healthcare, the environment, and the development of ethical enterprise.

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$
environment, and the development of ethical enterprise. $ NEW MONEY Curated by SOCAP10 Funds focused on
environment, and the development of ethical enterprise. $ NEW MONEY Curated by SOCAP10 Funds focused on
environment, and the development of ethical enterprise. $ NEW MONEY Curated by SOCAP10 Funds focused on

NEW MONEY

Curated by SOCAP10

Funds focused on the vital, game changing but high risk seed stage startups are finally arriving. New online marketplaces, local and slow money exchanges and new ways of thinking about value are bringing the movement to the average investor. Take a deeper dive into new ways of moving money. Look at the world of women investors and investments in women. Hear how energy financing is capturing an untapped opportunity by linking distributors, MFIs and carbon markets. Learn more about different ways of structuring your business to ensure that your employees are part of your triple bottom line.

Sponsored by NCB Capital Impact, Nonprofit Finance Fund, and Calvert Foundation / Community Development Financial Institutions (CDFIs) have been pioneers to the Social Capital Market, transforming communities through catalytic financing for years. CDFIs are increasingly engaged across the full spectrum of Social Capital Markets. CDFIs have found alternative approaches to meeting the needs of communities during a time of economic crisis while capitalizing on the current movement of Social Enterprise. The CDFI community is sponsoring the New Money track to demonstrate the investment vehicles CDFIs are utilizing and to point to ways that the SOCAP community can partner for more impact.

TRACKS

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THE MARKET FOR GOOD IS WHERE THE ACTION IS 22 SOCAP10 CONFERENCE GUIDE
THE MARKET
FOR GOOD
IS WHERE THE
ACTION IS
22 SOCAP10 CONFERENCE GUIDE

SCHEDULE OVERVIEW

 

TI M E

LOCATION

DETAI LS

DAY 1

9:00 AM

Herbst Pavilion

Registration opens, Continental Breakfast

10:00 AM

Cowell Theater

PLENARY SESSION / Welcome, Keynote Address

11:15 AM

Herbst Pavilion

Break

11:45 AM

Please refer to map

PARALLEL SESSIONS / See full schedule for details

12:45 PM

Herbst Pavilion

LUNCH / Some lunch sessions (see full schedule)

2:15 PM

Please refer to map

PARALLEL SESSIONS / See full schedule for details

3:15 PM

Herbst Pavilion

Break

3:45 PM

Please refer to map

PARALLEL SESSIONS / See full schedule for details

5:15 PM

Herbst Pavilion

Break

5:45 PM

Cowell Theater

PLENARY SESSION / Keynote Address, Wrap up

7:00 PM

Herbst Pavilion

Reception

DAY 2

7:30 AM

Herbst Pavilion

Registration opens, Breakfast

8:30 AM

Cowell Theater

PLENARY SESSION / Keynote Address

9:20 AM

Herbst Pavilion

Break

9:45 AM

Please refer to map

PARALLEL SESSIONS / See full schedule for details

12:30 PM

Herbst Pavilion

LUNCH / Some lunch sessions (see full schedule)

2:00 PM

Please refer to map

PARALLEL SESSIONS / See full schedule for details

3:30 PM

Herbst Pavilion

Break

4:00 PM

Cowell Theater

PLENARY SESSION / Keynote Address, Wrap up

5:30 PM

Please refer to map

Reception

DAY 3

8:00 AM

Herbst Pavillion

Registration opens, Continental Breakfast

9:00 AM

Herbst Pavillion

Welcome / Keynote

9:30 AM

Herbst Pavillion

Open Space sessions begin

11:30 AM

Herbst Pavillion

People’s Choice Panel & Keynote

12:30 PM

Herbst Pavillion

Thought-Leader Lunches

1:30 PM

Herbst Pavillion

Open Space sessions continue

3:30 PM

Herbst Pavillion

Concluding session and wrap up

SCHEDULE OVERVIEW

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SCHEDULE DAY 1 MONDAY OCTOBER 4 KEYNOTES TRANSITIONS OR BREAKS EMBRACE DISRUPTION ROOM COWELL GOLDEN

SCHEDULE

DAY 1

MONDAY

OCTOBER 4

KEYNOTESTRANSITIONS OR BREAKS EMBRACE DISRUPTION

TRANSITIONS OR BREAKSKEYNOTES EMBRACE DISRUPTION

EMBRACE DISRUPTIONKEYNOTES TRANSITIONS OR BREAKS

ROOM COWELL GOLDEN GATE SOUTHSIDE THEATER 205 C FIREHOUSE 210 C 260 C 362 C
ROOM
COWELL
GOLDEN GATE
SOUTHSIDE THEATER
205 C
FIREHOUSE
210 C
260 C
362 C
FLEET ROOM
235 C
HALLWAY
NEW MONEY
TRACK
KEYNOTES /
TACTICAL
IMPACT INVESTING
IMPACT INVESTING
MOBILE
METRICS AND
INNOVATION IN
FOOD
NEW MONEY
ENTREPRENEURS
INTERNATIONAL
ROOM 1
EMBRACE
PHILANTHROPY
ROOM 1
ROOM 2
TECHNOLOGY
SYSTEMS THINKING
SYSTEMS
ROOM 2
CLUBHOUSE
DEVELOPMENT
DISRUPTION
$
$
$
$
$
10: 00—10:25 AM
Welcome
10:30—10:45 AM
Jacqueline Novogratz
Acumen Fund
10:45—11:15 AM
Matt Flannery, Kiva
Kushal Chakrabarti,
Vittana
11:15—11:45 AM
B
R
E
A
K
B
R
E
A
K
11:45—12:45 PM
Decriminalizing
Flexible Capital
Diving into Water
EMBRACE DISRUPTION
Mobile Mojo What Is
All the Buzz About?
World Business
Council for Sustain-
able Development’s
PATHWAY TO
VISION 2050
Exploring the Future
Innovation in 21st
Century International
Development
Lay of the Land
Systemic Problems,
Creative Solutions
Creating a True Social
Capital Market
The Role of CDFIs
and the Nonprofit
Sector
Energy Financing
Echoing Green
Fundraising
SESSION 1
Hour
11:45 Welcome
12–12:30 Global
Wiki / Local Wiki
12:45—2:15 PM
* See Mobile Track
LUNCH
12:30–1:30 New
Rules, New Markets for
Documentary Makers
Hanson Bridgett
Legal Advisory Office
Hours
* Omidyar Mobile
Fast Pitch (in
Golden Gate Room)
Design Thinking Of-
fice Hours with IDEO
and Catapult Design
ReachScale Session
(Private)
Social Impact Bonds
Working Session
2:15—3:15 PM
High Engagement
Cutting Edge
SESSION 2
1:30–2:00 Lunch in
the lobby
Scaling Social
Impact
Approaches to
Education Finance
Horizon Gazing &
the Future of Mobile
Harmonizing Tools
to Measure Impact
Impact Investing
Platforms
Where the Action Is
The Fastest Growing
Industries & Markets
Bare Essentials
Healthy EcoSystems
Change the World,
Change Your Life
A “How-to” on
Bootstrapping
& EcoSystem
Bridging Critical
Gaps in Emerging
Domestic Markets
2:00–2:30 Keynote
Services
3:15—3:45 PM
2:30–3:30 The
Future of News
B
R
E
A
K
Sponsored by FeelGood
B
R
E
A
K
Sponsored by FeelGood
3:45—5:15 PM
3:30–4:45 Making
Individual Donors
Large Raises in the
Social Enterprise
Space
Connecting Private
Capital Markets to
Impact Investment
Opportunities
Building the Case
From Idea to Inception
Scalable Solutions
and What That
Means for Metrics
It Takes a Village
Innovation From the
Ground Up
Logistics is Sexy
Regional Food Sys-
tems & Infrastructure
“The Mesh”
Preparing Social
What’s Your
Practicing
DEEP DIVE 1
Media–Making Money
Entrepreneurs for
Founder’s Story?
–Making Change
Unconstrained
Capital Infusion
Philanthropy
5:15—5:45 PM
4:45–5:15 Wrap Up
B
R
E
A
K
B
R
E
A
K
5:45—6:00 PM
Welcome Back
6: 00—6:15 PM
Jay Coen Gilbert,
B Lab
6:20—6:40 PM
Ron Cordes, The
Cordes Foundation
Tim Freundlich,
Calvert Foundation
Lisa Hall, Calvert
Foundation
6:40—7: 00 PM
Wrap Up
7:00—8:30 PM
Private Reception:
R
E
C
E
P
T
I
O
N
/ Sponsored by Schwab Charitable and Y&B Wines
Global Impact
Investing Network
SCHEDULE DAY 2 TUESDAY OCTOBER 5 KEYNOTES TRANSITIONS OR BREAKS EMBRACE DISRUPTION ROOM COWELL GOLDEN

SCHEDULE

DAY

2

TUESDAY

OCTOBER 5

KEYNOTESTRANSITIONS OR BREAKS EMBRACE DISRUPTION

TRANSITIONS OR BREAKSKEYNOTES EMBRACE DISRUPTION

EMBRACE DISRUPTIONKEYNOTES TRANSITIONS OR BREAKS

ROOM COWELL GOLDEN GATE 370 C 205 C FIREHOUSE 210 C 260 C 362 C
ROOM
COWELL
GOLDEN GATE
370 C
205 C
FIREHOUSE
210 C
260 C
362 C
FLEET ROOM
235 C
HALLWAY
NEW MONEY
TRACK
KEYNOTES /
TACTICAL
IMPACT INVESTING
IMPACT INVESTING
MOBILE
METRICS AND
INNOVATION IN
FOOD
NEW MONEY
ENTREPRENEURS
INTERNATIONAL
ROOM 1
MAPPING THE
PHILANTHROPY
ROOM 1
ROOM 2
TECHNOLOGY
SYSTEMS THINKING
SYSTEMS
ROOM 2
CLUBHOUSE
DEVELOPMENT
SPACE
$
$
$
$
$
8:30—8:40 AM
Welcome
8:45—9:00 AM
Julie Sunderland,
The Bill & Melinda
Gates Foundation
9:05—9:20 AM
William Foote, Root
Capital
9:20—9:45 AM
B
R
E
A
K
B
R
E
A
K
9:45—10:45 AM
SESSION 3
Mapping the Space
Place Matters
The Lessons of
Behavioral Finance
Understanding &
Overcoming Barriers
to Impact Investing
Avoiding Headline
Risk Transparency in
Financing Development,
Investment Returns &
Interest Rates
Creating Value
Chains that Lead to
Extended Financial &
Social Returns
Investing in Mobile
Formalizing Educa-
tional Strategies that
Leverage Design
Taking It to the Next
Level Designing to
Scale
Going Global
Building Fair Trade
Markets
The Future of
Aggregate Demand
Platforms
Innovative Impact
Campaigns
An Hour with
The Unreasonable
Institute
10:45—11: 00 AM
T
R
A
N
S
I
T
I
O
N
T
R
A
N
S
I
T
I
O
N
11: 00—12:30 PM
When to Invest &
When to Give
A
Better World for
Innovative Financing
Around Health and
Nutrition
FailFaire
DEEP DIVE 2
Mapping the Space
Innovative Markets
for Good
Investing Good
Capital and Better
World Books
Game Changers in
Emerging Markets
Investing for Peace
Deploying Capital
in Conflict Zones &
Fragile States
Ag Tech Bio-Solu-
tions, Precision Ag,
Traceability & Market-
places
Deep Dive into the
Evergreen Coopera-
tive Initiative
The People Side of
the Triple Bottom
Line Broad Based
Equity Sharing
Practices.
Structure Lab with
Criterion Ventures
12:30—2: 00 PM
LUNCH
Meaning Marketplaces
Lunch Session
Hosted by Liquidnet
Fast Forward Impact
Mobilizing Next Gen
& Inter-Generational
Investing
Healthcare Innovation
Lunch Session
Hosted by California
Healthcare Foundation
Radical Social
Innovation Workshop
with WeCreate
2:00—3:30 PM
Mapping the Space
Failure and Criticism
in the Social
Enterprise Space
Nonprofit Analysis
Beyond Metrics
The Role of
Institutions Helping
Capitalizing
the Green Jobs
Behavior Change
The Power of Mobile
DEEP DIVE 3
Seed Investing for
Social Enterprise
to
Scale Impact
Movement
Learning for Social
Impact—for Social
Entrepreneurs
Investing
to Transform Our
Actions
The Biosphere
Economy Investing
in Natural Assets for
Human Security
Creative Financing
Lessons Learned &
Strategy Session
Fertile Ground
Investment Vehicles
Using a Gender
Lens and Engaging
Women Investors
3:30—4:00 PM
F
A
I
R
T
R
A
D
E
B
R
E
A
K
Sponsored by Whole Foods Franklin Store
F
A
I
R
T
R
A
D
E
B
R
E
A
K
Sponsored by Whole Foods Franklin Store
4: 00—4:15 PM
Welcome Back
4:20—4:35 PM
Woody Tasch,
Slow Money
4:40—4:55 PM
Final Thoughts
with Matt Bannick,
Omidyar and Kevin
Jones, SOCAP10
5:00—5:30 PM
Wrap Up
5:30—8:30 PM
7:30pm GIIN, Toniic
and Investors’ Circle
Reception
6:00pm Private
R
E
C
E
P
T
I
O
N
/ Herbst Pavilion / Sponsored by Cleanfish
Good Capital and Mate Veza
/ Music by Baba Ken and The Afro-Groove Connexion
Reception: Bamboo
Finance

DAY 1

SCHEDULE DETAILS

9:00 AM

REGISTRATION OPENS

H E R B ST PAVI LION

CONTINENTAL BREAKFAST

PR E-EVE NT LOU NG E FLEET ROOM, BUILDING D

10:00 AM PLENARY SESSIONS

10:00 AM / WELCOME

COWE LL TH EATE R

Kevin Jones, SOCAP10 Convenor

10:30 AM / KEYNOTE ADDRESS

COWE LL TH EATE R

Jacqueline Novogratz, Acumen Fund

10:45 AM / KEYNOTE ADDRESS

COWE LL TH EATE R

Matt Flannery, Kiva Kushal Chakrabarti, Vittana

11:15 AM

BREAK

H E R B ST PAVI LION

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SOCAP10 CONFERENCE GUIDE

11:45 AM PARALLEL SESSIONS

EMBRACE DISRUPTION

MEDIA MICRO CONFERENCE

COWE LL TH EATE R

Embrace Disruption at SOCAP10 is the place where funders and investors, entrepreneurs and media makers all come together to explore emerging media possibilities. Join us as we weave together funding strategies and opportunities, reviewing case studies and personal stories from cutting edge practitioners in a day-long track within SOCAP10.

11:45 AM / WELCOME

Laura Flanders

12—12:30 PM / GLOBAL WIKI / LOCAL WIKI HOW MASS COLLABORATION CHANGES EVERYTHING

12:30—1:30 PM / NEW RULES, NEW MARKETS FOR DOCUMENTARY MAKERS

1:30—2:00 PM / LUNCH

(LOB BY)

2:00—2:30 PM / KEYNOTE

Mark Surman

2:30-3:30 PM / THE FUTURE OF NEWS

3:30-4:45 PM / MAKING MEDIA—MAKING MONEY—

MAKING CHANGE

4:45-5:15 PM / WRAP UP

MONEY— MAKING CHANGE 4:45-5:15 PM / WRAP UP DECRIMINALIZING FUNDRAISING TACTICAL PHILANTHROPY G OLDE N

DECRIMINALIZING FUNDRAISING

TACTICAL PHILANTHROPY

G OLDE N GATE

George Overholser, Nonprofit Finance Fund Capital Partners Dan Pallotta, Springboard Sean Stannard-Stockton, Tactical Philanthropy Advisors

Fundraising is generally seen as “asking donors for a favor.” But what if fundraising is in fact no different from raising investment capital or selling a well-vetted product? This session will feature two 20 minute talks by George Overhoser and Dan Pallotta, two of the most visionary and radical philanthropic leaders.

$
$

FLEXIBLE CAPITAL

IMPACT INVESTING

ROOM 370 C

Matt Bannick, Omidyar Network Alvaro Rodriguez, Ignia Amit Bouri, GIIN Tim Freundlich, Calvert Foundation /Giving Fund Good Capital

Join this discussion on putting money to work: venture alongside grants, alongside public dollars, alongside debt. Learn to speak the same language or translate to get the job done.

$
$

DIVING INTO WATER

IMPACT INVESTING

ROOM 205 C

April Rinne, Water.org Kevin McGovern, Water Partners International Niki Armacost, Arc Finance

Approximately 1.1 billion people lack clean water supplies and 2.7 billion have no access to proper sanitation. To combat conditions that lead to sickness and disease, low income families around the world are asking for clean water and improved sanitation to keep their families healthy and productive. Sophisticated modern piped water networks are too expensive for most developing countries

and poor people living in the slums often pay 5 to 15 times more per liter of water than wealthy people living

in the same city. Sensing a business opportunity, private

sector organizations are beginning to explore the market

for making water more accessible to the poor.

the market for making water more accessible to the poor. MOBILE MOJO: WHAT IS ALL THE

MOBILE MOJO: WHAT IS ALL THE BUZZ ABOUT?

MOBILE TECHNOLOGY

FIREHOUSE

Ken Singer, OnDeego Katrin Verclas, MobileActive.org Rachel Payne, Google Mike MacHarg, Simpa Networks Karen Doyle-Grossman, Mercy Corps / m-Core

Gain a useful background in mobile and understand why everyone is talking about this technology and the basis for its impressive growth. Learn more about specific mobile technologies such as applications and the mobile web so that you can better take advantage of mobile for social enterprise.

$
$

WORLD BUSINESS COUNCIL FOR SUSTAINABLE

DEVELOPMENT’S PATHWAY TO VISION 2050

METRICS AND SYSTEMS THINKING

ROOM 210 C

Bob Horn, Stanford University Bob Ewing, Weyerhaeuser Forest Products Gil Friend, Natural Logic

World Business Council for Sustainable Development recently released the work of a 29 member taskforce that created a vision of what the world could look like in 2050 and more importantly, 350 milestones decade-by- decade needed to be on track for a Sustainable 2050. Bob Ewing, Director, Timberlands Strategic Planning for Weyerhaeuser Forest Products, who was one of the 29 company strategists on the taskforce, will discuss the task force and how his company is moving forward as

a result of this long-range thinking. Bob Horn, Stanford

University, was a synthesizer for the project. He created

SCHEDULE DETAILS

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29

DAY 1

SCHEDULE DETAILS

a 4x14 foot pathway info-mural (that will be on display at

SOCAP10). He will introduce the role of the mural and its

implications for future strategic work in which business, NGOs, and academia must play a role.

EXPLORING THE FUTURE: INNOVATION IN 21ST CENTURY INTERNATIONAL DEVELOPMENTwork in which business, NGOs, and academia must play a role. INNOVATION IN INTERNATIONAL DEVELOPMENT ROOM

INNOVATION IN INTERNATIONAL DEVELOPMENT

ROOM 260 C

Adeeb Mahmud, FSG Sanjay Khanna, Resilient People Kit Cody, Rwanda Ventures Susan Burns, Global Footprint Network

The world is changing rapidly. A culture of innovation is

a necessity to deal with the global challenges we are

facing. In this dynamic session, we will collectively explore the future of international development, and look at how the innovation lessons we have learned in the realm of business can be most fruitfully applied to some of the world’s deepest challenges.

LAY OF THE LAND: SYSTEMIC PROBLEMS, CREATIVE SOLUTIONSapplied to some of the world’s deepest challenges. FOOD SYSTEMS ROOM 362 C Michael Dimock, Roots

FOOD SYSTEMS

ROOM 362 C

Michael Dimock, Roots of Change Debra Tropp, USDA Cheryl Dahle, Future of Fish

Jose Corona, Inner City Advisors

Joseph McIntyre, Ag

Innovations Network

The agriculture and seafood industries have complex, intertwined issues that affect all of our personal health, local economies and environment. Hear from collaborative leaders about the trends and critical issues that need our attention. Michael Dimock of Roots of Change will discuss the systemic nature of the industry and need to bridge nonprofit & for-profit, private & public, and urban & rural. Jim Barham, USDA Economist, will discuss the evolving role of the government and where they are investing

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SOCAP10 CONFERENCE GUIDE

federal funds for reform. Cheryl Dahle of Future of Fish will discuss the results of their supply chain research and recent Seafood Summit that identified most pressing needs and biggest opportunities for a sustainable fish supply. Finally, Jose Corona of Inner City Advisors will discuss creative funding mechanisms for sustainable food systems, including their transition from funding consumer products to funding food producers themselves.

$
$

CREATING A TRUE SOCIAL CAPITAL MARKET:

THE ROLE OF CDFIS AND THE NONPROFIT SECTOR

NEW MONEY

FLEET ROOM

David Greco, Nonprofit Finance Fund Kim Dempsey, NCB Capital Impact Jennifer Pryce, Calvert Foundation

To create a robust and sustainable social capital market we need to have a true continuum of investors and investment vehicles. While a lot of attention has been focused on for-profit social enterprise ventures, there is a rapidly increasing world of community development and nonprofit finance that serves to compliment and round out the established capital markets. Join us to learn how CDFIs are leading the way to increase the flow of capital in the social sector, changing how funders and donors fund nonprofit organizations and are increasingly providing opportunities for philanthropic equity.

$
$

ENERGY FINANCING

NEW MONEY

ROOM 235 C

April Allerdice, Microenergy Credits Jacqueline Fuller, Google.org Xiaowen Lin, Solar for All/Ashoka David Green, Solar for All

This panel discusses innovative business plans that leverage the carbon markets to transform the lives of millions of families while also addressing climate change through reduced carbon emissions.

ECHOING GREEN HOUR

ENTREPRENEURS CLUBHOUSE

HALLWAY (parallel to Herbst Pavilion)

John Walker, Echoing Green

Echoing Green will be present at various times in the clubhouse connecting with entrepreneurs, discussing the Echoing Green Fellowship and providing advice on angel-stage capital. A select group of SOCAP scholarship recipients will be fast forwarded to the second round of the selection process for an Echoing Green Fellowship.

12:45 PM LUNCH

$
$

HANSON BRIDGETT LEGAL ADVISORY

OFFICE HOURS

IMPACT INVESTING

ROOM 205 C

30 minute slots - First come, first serve!

ROOM 205 C 30 minute slots - First come, first serve! OMIDYAR MOBILE FAST PITCH MOBILE

OMIDYAR MOBILE FAST PITCH

MOBILE TECHNOLOGY

G OLDE N GATE

Paul Needham, Simpa Networks David Reich, AssuredLabor Mike Quinn, Mobile Transactions Nandu Madhava, mDhil Don Yansen, ClickDiagnostics Femi Akinde, SlimTrader

At the “Mobile Technology FastPitch” we will be bringing together a group of the most promising social entrepreneurs harnessing mobile technologies to create social benefit to present their work to the public. In front of an engaged audience of investors, philanthropists and potential partners the entrepreneurs will pitch their businesses and have the opportunity to receive valuable

feedback and access to potential funding. Additionally, the audience will vote one of the presenters a winner, with the winning business recognized at the conference, profiled in post-conference SOCAP and Omidyar Network communications, and invited to attend a deep dive discussion with Omidyar’s mobile investment team.

$
$

DESIGN THINKING OFFICE HOURS WITH

IDEO AND CATAPULT DESIGN

METRICS AND SYSTEMS THINKING

ROOM 210 C

Patrice Martin, IDEO Catapult Design

Creating a new offer? Expanding to a new market? Needing to better connect to your end user? Design thinking office hours will help you recognize new opportunities and solutions for your biggest challenges. We’ll explore how human-centered observation, prototyping, building, and storytelling can be applied to create effective strategies, programs, services, products and communications in line with the needs of your end-user. Bring a current challenge and sign up for a 10 minute conversation with Patrice Martin of IDEO or a 30 minute slot with the Catapult Team (more focused on folks/orgs needing product design/strategy for emerging markets). Spots are given on a first come first serve basis.

$
$

REACHSCALE SESSION (PRIVATE)

NEW MONEY

FLEET ROOM

David Wilcox, ReachScale

$
$

SOCIAL IMPACT BONDS WORKING SESSION

NEW MONEY

ROOM 235 C

Emily Bolton, Social Finance UK Nora Sobolov, Community Forward Fund Adam Jagelewski, Social Innovation Generation Justina Lei, Rockefeller Foundation

SCHEDULE DETAILS

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UK social capital leader Social Finance defines the SIB as a financial vehicle that brings in non-government and private investment to pay for services which, if successful, deliver both social value and public sector cost savings . This innovative new finance model has enormous potential to align the way incentives generate positive social and environmental outcomes, such as funding long term prevention strategies such as illness prevention (e.g. diabetes) or reducing recidivism.

2:15 PM PARALLEL SESSIONS

diabetes) or reducing recidivism. 2:15 PM PARALLEL SESSIONS SCALING SOCIAL IMPACT TACTICAL PHILANTHROPY G OLDE N

SCALING SOCIAL IMPACT

TACTICAL PHILANTHROPY

G OLDE N GATE

Steve Goldberg, Author of Billions of Drops in Millions of Buckets: Why Philanthropy Doesn’t Advance Social Progress Jennifer Davis, National Center on Time & Learning Shawn Bohen, Year Up Lance Fors, New Teacher Center

In business, scaling requires companies to increase their organizational capacity and output in order to generate greater profits. Nonprofit organizations can scale social impact by not only increasing their own capacity, but also by encouraging other nonprofits to adopt their models. How should social enterprises weigh the trade-offs between scaling their organization or scaling impact through sharing their process with others? Come hear the stories of three organizations that have successfully scaled using entirely different approaches.

$
$

HIGH ENGAGEMENT APPROACHES TO

IMPACT INVESTING

IMPACT INVESTING

ROOM 370 C

Charly Kleissner, Toniic Morgan Simon, Toniic

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Deval Sanghavi, Dasra Don Shaffer, RSF Suzanne Biegel, Investors’ Circle

Bringing impact investments to scale requires new and high engagement approaches. This panel explores innovative and global efforts to making this happen, each taking a unique and high engagement approach. We will discuss topics like capacity building of social enterprises; appropriate financial and non-financial services for impact entrepreneurs; and new and re-invigorated networks of impact investors. We will have a meaningful conversation about challenges, successes, commonalities, differences, and the future.

$
$

CUTTING EDGE EDUCATION FINANCE PLATFORMS

IMPACT INVESTING

ROOM 205 C

Kushal Chakrabarti, Vittana Felipe Vergera, Lumni Finance Jordan Meranus, NewSchools Venture Fund Kim Smith, Bellwether Education Partners

How can we move more capital to increase access to better and higher education both here and abroad? Here from a microfinance platform bringing student loans to countries without access, an organization giving students the opportunity to finance their education using the value of their future income and a venture philanthropy fund raising capital to support promising education entrepreneurs and connecting them targeted urban areas.

entrepreneurs and connecting them targeted urban areas. HORIZON GAZING & THE FUTURE OF MOBILE MOBILE TECHNOLOGY

HORIZON GAZING & THE FUTURE OF MOBILE

MOBILE TECHNOLOGY

FIREHOUSE

June Sugiyama, Vodafone Americas Foundation Ken DeLong, BabyCenter Arpit Joshipura, Ericsson Jessica Verilli, Twitter Joaquin Alvarado, American Public Radio

What is new in mobile that’s going to change the future

and how are we going to get there? What technologies and learnings can we transfer between developed and developing countries without reinventing the wheel?

$
$

HOW DOES THE IMPACT INVESTING INDUSTRY

THINK ABOUT METRICS & IMPACT?

METRICS AND SYSTEMS THINKING

ROOM 210 C

Beth Richardson, B Corp

Gina Rodolico, E&Co

Kelly McCarthy, WRI

Lindsey Anderson, ANDE

Sarah Gelfand, GIIN

Over the past few years, organizations investing in small and growing businesses have decided to use common tools to measure their impact. In this session, you’ll hear about the evolution of the development of tools such as Pulse, GIIRS and IRIS, and how they work together to help organizations gain insight into their investments.

WHERE THE ACTION IS: THE FASTEST GROWING INDUSTRIES & MARKETSto help organizations gain insight into their investments. INNOVATION IN INTERNATIONAL DEVELOPMENT ROOM 260 C Shashi

INNOVATION IN INTERNATIONAL DEVELOPMENT

ROOM 260 C

Shashi Buluswar, Dalberg Dan Crisafulli, Skoll Foundation Lisa Carpenter, Gap Stuart Davidson, Labrador Ventures Eric Berkowitz, Bamboo Finance

Consider the following three facts: (1) the 50 fastest growing economies in the world are all developing countries, (2) 48 of the world’s 50 fastest growing cities are in those developing countries, and (3) the world’s fastest growing markets for automobiles, textiles, computers, internet services, mobile phones and consumer goods are all in developing countries. In other words, these developing countries are fast becoming prominent at both the supply and demand ends of the economic chain. We will take a closer look at these

market and industries, about what gaps still persist, and what opportunities this creates for entrepreneurs.

BARE ESSENTIALS: HEALTHY ECOSYSTEMS & ECOSYSTEM SERVICESand what opportunities this creates for entrepreneurs. FOOD SYSTEMS ROOM 362 C Jeff Steen, Ecosa Capital/citrus

FOOD SYSTEMS

ROOM 362 C

Jeff Steen, Ecosa Capital/citrus farmer Juliet Christian-Smith, Pacific Institute Jason Scott, EKO Asset Management Partners Dave Rochlin, ClimatePath

Agriculture contributes to the top environmental problems today: shrinking fresh water supply, dead zones in the ocean, depleted soil fertility, fossil fuel pollution, and so on. Farmland itself to produce food is also at risk - disappearing to developers at a rate of ~3 million acres each year. Hear from Jeff Steen, of Ecosa Capital and a successful citrus farmer, about agricultural land conservation and growth, and how to galvanize institutional investors for ag funds and partnerships with agricultural land trusts. Juliet Christian-Smith, Senior Research Associate of Pacific Institute, will then discuss the complexities of our water (and irrigation) supply so driven by policy, and investment opportunities for water monitoring, irrigation scheduling, and better allocation & use of water by municipalities. Lastly, Ricardo Bayon of EKO Asset Management Partners will discuss hot issues and opportunities regarding climate change, carbon and agriculture: emerging environmental markets and preserving ecosystems.

$
$

CHANGE THE WORLD, CHANGE YOUR LIFE

NEW MONEY

FLEET ROOM

Rosa Lee Harden, LifechangerU/SOCAP Daniel Epstein, Unreasonable Institute Mike Del Ponte, Sparkseed Kevin Jones, Good Capital

You want to be part of this movement to use the market

SCHEDULE DETAILS

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to save the world, but you need help figuring out what to do. Three top programs targeted at college students, young entrepreneurs and career changers can help. Learn what Sparkseed, The Unreasonables and LifechangerU are adding to the mix.

$
$

BRIDGING CRITICAL GAPS IN EMERGING

DOMESTIC MARKETS

NEW MONEY

ROOM 235 C

Paul Bradley, ROC USA Richard French, Raise the Roof Steve Zuckerman, Self-Help Jonathan Harrison, Rubicon

Addressing the needs of the unbanked, making quality resident ownership possible nationwide, allowing defaulted homeowners to satisfy their debt through community service throughout the United States - Hear from organizations pioneering the use of ground-breaking models to bring basic needs to previously ignored demographics.

A ”HOW-TO” ON BOOTSTRAPPING

ENTREPRENEURS CLUBHOUSE

HALLWAY (parallel to Herbst Pavilion)

Martin Montero, The Seed Project

Based on the “right action, right time” principle, Join a discussion on when the best time to bootstrap is and at what point does it make sense to talk to investors.

3:15 PM

BREAK

H E R B ST PAVI LION

Sponsored by Feel Goodto talk to investors. 3:15 PM BREAK H E R B ST PAVI LION 34 SOCAP10

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3:45 PM PARALLEL SESSIONS

Good 34 SOCAP10 CONFERENCE GUIDE 3:45 PM PARALLEL SESSIONS INDIVIDUAL DONORS PRACTICING UNCONSTRAINED PHILANTHROPY

INDIVIDUAL DONORS PRACTICING UNCONSTRAINED PHILANTHROPY

TACTICAL PHILANTHROPY

G OLDE N GATE

Katherina Rosqueta, The Center for High Impact Philanthropy Dave Peery, The Peery Foundation Jerry Hirsch, The Lodestar Foundation Liz Alderman, The Peter C. Alderman Foundation

Many of the most well known, active participants in the social capital markets are institutions. But individual donors have fewer institutional constraints and can bear more social risk. These types of donors can make decisions faster, are able to act on less popular/ overlooked areas that nevertheless promise big impact, and find it easier to forge collaborations. Join three individual donors who are doing cutting edge work in the social capital markets without the help of a large staff.

$
$

LARGE RAISES IN THE SOCIAL ENTERPRISE SPACE

IMPACT INVESTING

ROOM 370 C

Alvaro Rodriguez, Ignia Jean Phillipe de Shrevel, Bamboo Finance Gil Crawford, MicroVest Christina Leijonhufvud, J.P. Morgan Maya Chorengal, Elevar Equity

There are now clear examples that impact funds can reach critical mass, so now we know it’s possible. But, does size matter? Should all fund managers aspire to reach a certain critical mass? What is that critical mass?

$
$

CONNECTING PRIVATE CAPITAL MARKETS TO IMPACT INVESTMENT OPPORTUNITIES

IMPACT INVESTING

ROOM 205 C

Gerhard Pries, Sarona Asset Management Ron Cordes, Genworth Financial / The Cordes Foundation

Dave Chen, Equilibrium Capital Greg Ulrich, Money for Good Gloria Nelund, Trilinc Global

A lot of energy is spent on perfecting the investment strategies into various impact investment solutions, yet relatively little energy has gone into attracting investors into the space. What are the barriers that keep private capital from flowing into all of the great opportunities?

capital from flowing into all of the great opportunities? BUILDING THE CASE: FROM IDEA TO INCEPTION

BUILDING THE CASE: FROM IDEA TO INCEPTION

MOBILE TECHNOLOGY

FIREHOUSE

Michael Cetaruk, Frog Design Ashley Menger, Frog Design Nigel Waller, Movirtu

Learn how integrating user design thinking is critical to developing a successful business, with an interactive case study of the social enterprise, Movirtu.

$
$

SCALABLE SOLUTIONS AND WHAT THAT

MEANS FOR METRICS

METRICS AND SYSTEMS THINKING

ROOM 210 C

Kevin Starr, Mulago Foundation

Join Kevin Starr of Mulago Foundation to try to address both the characteristics of (and how to predict) solutions that go to scale and what that says about metrics. This session will include short work-throughs with organizations represented in the audience.

with organizations represented in the audience. IT TAKES A VILLAGE: INNOVATION FROM THE GROUND UP INNOVATION

IT TAKES A VILLAGE: INNOVATION FROM THE GROUND UP

INNOVATION IN INTERNATIONAL DEVELOPMENT

ROOM 260 C

Uma Viswanathan, Nouvelle Vie Haiti Steve Lee, AIDG Janell Kappor, Kleiworks Doug Hammond, Haiti Onward Tim Chambers, Oxfam

Join us for an exploration of innovation in action. Be part

of an ongoing whole systems design charrette focused

on the rebuilding of Haiti with some organizations who are leading the way in improving the lives of people at the village level. Their collective focus spans leadership development, housing, agriculture, energy, sanitation, water, information technology and economic development.

LOGISTICS IS SEXY: REGIONAL FOOD SYSTEMS & INFRASTRUCTUREwater, information technology and economic development. FOOD SYSTEMS ROOM 362 C Eric Hahn, Locavore Foods Haile

FOOD SYSTEMS

ROOM 362 C

Eric Hahn, Locavore Foods Haile Johnston, Common Market Bion Bartning, Basis Foods Jeff Randol, Cornerstone Ventures John Fisk, Wallace Center/National Good Food Network

A regional food system is the only long-term, secure food

system, and a known Achilles heel is logistics. Over the

past 50+ years, we’ve lost a lot of the basic infrastructure

to facilitate a regional food supply. How do we get our local

smaller and medium-sized producers into the mainstream, larger channels? Hear from industry leaders how they are rebuilding and recreating regional food systems: Eric Hahn will discuss Locavore Foods, his conscientious broker/ distributor LLC; Haile Johnston will discuss Common Market, a hybrid operation leveraging nonprofits and food

bank for aggregation; Bion Bartning of Basis Foods will discuss food processing and the need to create branded,

value-added goods for producers; and finally, Jeff Randol

of Cornerstone Ventures will discuss innovative funding

strategies for capital-intensive regional distribution hubs.

“THE MESH” $ NEW MONEY FLEET ROOM Lisa Gansky, “The Mesh” Sunil Paul, Spride Heather
“THE MESH”
$
NEW MONEY
FLEET ROOM
Lisa Gansky, “The Mesh”
Sunil Paul, Spride
Heather Hilleren, Local Dirt

SCHEDULE DETAILS

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DAY 1

SCHEDULE DETAILS

James Reinhart, ThredUp Steve Pinetti, Kimpton Hotel Group

The Mesh represents a major shift in the way that companies will go to market, brands will be built and partnerships will be defined and refined as elaborate ecosystems. As our economy moves more towards one that values and embraces access to goods and services rather than ownership of themventures will seek funding and define relationships with customers in new ways.

PREPARING SOCIAL ENTREPRENEURS FOR CAPITAL INFUSIONfunding and define relationships with customers in new ways. NEW MONEY ROOM 235 C Fred Werneck,

NEW MONEY

ROOM 235 C

Fred Werneck, ResponsAbility Monica Brand, ACCION

Social entrepreneurs develop powerful ideas and practical business models that can address social needs on a massive scale throughout the world. However, they do not always reach the potential their ideas deserve. This panel will address how social entrepreneurs can prepare for and fully leverage investment capital. Used optimally, impact investors can help aspiring entrepreneurs improve their operational performance, strengthen their governance, and reach their growth milestones. This panel will also discuss how social entrepreneurs can become “investment-ready” in terms of measuring and monitoring performance, clarifying goals and milestones, determining how much capital is required and how it will be used, and understanding how investors can help them realize their vision.

WHAT’S YOUR FOUNDER’S STORY

ENTREPRENEURS CLUBHOUSE

HALLWAY (parallel to Herbst Pavilion)

Kevin Jones, Good Capital

Every startup has to explain three things to Investors. Why this problem, why your approach is a good one

SOCAP10 CONFERENCE GUIDEInvestors. Why this problem, why your approach is a good one and why you are the

and why you are the person to make it happen, against all obstacles and doubts. For social entrepreneurs, the answer to the third question is different then for a traditional startup. That means getting your founder’s story right. Journalist turned investor Kevin Jones will work with one founder on their own story.

5:15 PM

BREAK

H E R B ST PAVI LION

5:45 PM

PLENARY SESSIONS

5:45 PM / WELCOME BACK

COWE LL TH EATE R

6:00 PM / KEYNOTE ADDRESS

COWE LL TH EATE R

Jay Coen Gilbert, B Lab

6:20 PM / KEYNOTE ADDRESS

COWE LL TH EATE R

Ron Cordes, The Cordes Foundation Tim Freundlich, Calvert Foundation Lisa Hall, Calvert Foundation

6:40 PM / WRAP UP

COWE LL TH EATE R

7:00 PM

RECEPTION

H E R B ST PAVI LION

UP COWE LL TH EATE R 7:00 PM RECEPTION H E R B ST PAVI LION
UP COWE LL TH EATE R 7:00 PM RECEPTION H E R B ST PAVI LION

Sponsored by Schwab Charitable and Y&B Wines

DAY 2

SCHEDULE DETAILS

7:30 AM

REGISTRATION OPENS & CONTINENTAL BREAKFAST

H E R B ST PAVI LION

8:30 AM PLENARY SESSIONS

8:30 AM / WELCOME

COWE LL TH EATE R

Kevin Jones, SOCAP10 Convenor

8:45 AM / KEYNOTE ADDRESS

COWE LL TH EATE R

Julie Sunderland, The Bill & Melinda Gates Foundation

9:05 AM / KEYNOTE ADDRESS

COWE LL TH EATE R

William Foote, Root Capital

9:20 AM

BREAK

H E R B ST PAVI LION

9:45 AM PARALLEL SESSIONS

MAPPING THE SPACE: PLACE MATTERS

MAPPING THE SPACE

COWE LL TH EATE R

Alex Michel, Hub Bay Area Mark Beam, Hub Oaxaca Eva-Lena Skalstad, Lapland Vuollerim Tim Williamson, The Idea Village Shannon Loew, Forest City

Place matters, and eliminating distance matters, too.

From an incubator in New Orleans, to Hubs in San Francisco, to a sustainable village in Lapland, people making a difference in the world are discovering that having a critical mass of like minded people nearby helps them work better and more creatively. Linking those creative hubs through high speed technology like virtual conferencing adds exponential impact and helps the change makers reach their goals faster.

impact and helps the change makers reach their goals faster. THE LESSONS OF BEHAVIORAL FINANCE: UNDERSTANDING

THE LESSONS OF BEHAVIORAL FINANCE:

UNDERSTANDING & OVERCOMING BARRIERS

TO IMPACT INVESTING

TACTICAL PHILANTHROPY

G OLDE N GATE

Rae Richman, Rockefeller Philanthropy Advisors Randy Allison Hustvedt, Federal Street Advisors Hope Neighbor, Hope Consulting

Impact Investing challenges the conventional separation of asset growth from charitable distribution and raises interesting questions about strategic philanthropy, fiduciary responsibility and investment products. While the concept has been well received in theory, most funders and donors have not significantly engaged in this approach. This dynamic panel will explore behavioral, structural, and theoretical obstacles to Impact Investing - and help participants understand how to overcome these obstacles.

$
$

AVOIDING HEADLINE RISK: TRANSPARENCY IN

FINANCING DEVELOPMENT, INVESTMENT RETURNS & INTEREST RATES

IMPACT INVESTING

ROOM 370 C

Drew Tulchin, Social Enterprise Associates Keely Stevenson, Bamboo Finance Harold Rosen, Grassroots Business Fund Lindsay Clinton, Intellecap

There has been a veritable explosion of interest in international triple bottom line activities and high growth

SCHEDULE DETAILS

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SCHEDULE DETAILS

rate in such investments. While this is exciting and welcome, there are still numerous risks and challenges. For example, there has been extensive negative press in microfinance in association with some IPOs and interest rates charged. How do investors safeguard their reputations? What is the balance in pursuing such investment in terms of financial returns and social/ environmental value creation? How do we ensure transparency and best practices in this emerging arena?

$
$

CREATING VALUE CHAINS THAT LEAD TO EXTENDED

FINANCIAL & SOCIAL RETURNS

IMPACT INVESTING

ROOM 205 C

Wes Selke, Good Capital Betsy Beaumon, Benetech Leila Chirayath Janah, Samasource Paul Sansone, Better World Books

How can for-profit and non-profit social enterprises work more closely together to amplify their social impact in a profitable way? Join us as we explore one such partnership that leverages the supply chain of Better World Books to convert tens of thousands of books to digital format and make them available to people with reading disabilities through Benetech, while also creating outsourced proof reading jobs for workers in Nairobi, Kenya through Samasource. We will discuss Good Capital’s role in initiating this partnership and the subsequent steps taken by the partner organizations to create a value chain that not only amplifies impact but also makes good business sense. We hope that this candid discussion will serve as an inspiring model for other organizations that are seeking similar business partnerships to further their social mission.

business partnerships to further their social mission. INVESTING IN MOBILE MOBILE TECHNOLOGY FIREHOUSE David Reich,

INVESTING IN MOBILE

MOBILE TECHNOLOGY

FIREHOUSE

David Reich, AssuredLabor

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Steve Hardgrave, Gray Ghost Ventures Paul Falchi, iWorldServices Amy Klement, Omidyar Network Chad Larson, Signal Point Partners

Investing in social enterprise requires new approaches and investment models. What are the challenges and successes faced by investors and social entrepreneurs supporting growth in this space? What’s your investment thesis? How do you measure success? How do you make your money back? Where to invest?

$
$

FORMALIZING EDUCATIONAL STRATEGIES THAT

LEVERAGE DESIGN

METRICS AND SYSTEMS THINKING

ROOM 210 C

Jon Kolko, Frog Design/Austin Center for Design Erica Estrada, Hasso Plattner Institue of Design at Stanford Dennis Littky, Big Picture Mariana Amatullo, Art Center College of Design

While technological advances have driven innovation in nearly every discipline and domain, the space of education seems to have lagged behind. Foundational learning is continually criticized as “one size fits all”, while the cost of post-secondary education has spiraled out of control. Students demand a new paradigm for learning and a new culturally sensitive set of skills suitable for tackling emerging social problems, yet our schools and colleges are struggling to deliver. This session brings together individuals who are instrumental in shaping new and alternative models for education, in order to explore the future of education from a series of unique perspectives. The goals of the session are to: Illustrate new approaches to design in higher education, and highlight the thought- leaders in this space; foster a productive dialogue around higher education that explicitly emphasizes a trans- disciplinary approach to problem solving; and highlight and describe some of the largest opportunities in the education space, in a way that makes these opportunities clear for entrepreneurs, funding agencies, and policy makers.

for entrepreneurs, funding agencies, and policy makers. TAKING IT TO THE NEXT LEVEL: DESIGNING TO SCALE

TAKING IT TO THE NEXT LEVEL:

DESIGNING TO SCALE

INNOVATION IN INTERNATIONAL DEVELOPMENT

ROOM 260 C

David Lehr, Kenan-Flagler Business School, University of North Carolina Jocelyn Wyatt, IDEO Joe Speicher, Living Goods

When designing innovative programs, it’s important to think about how to develop the initial pilot as well as how to take it to scale once its success has been proven. In this session, IDEO, Living Goods, and Mercy Corps will share how they developed and ran prototypes, and how they took the lessons they learned to scale the programs to new geographies.

they learned to scale the programs to new geographies. GOING GLOBAL: BUILDING FAIR TRADE MARKETS FOOD

GOING GLOBAL: BUILDING FAIR TRADE MARKETS

FOOD SYSTEMS

ROOM 362 C

Deborah Hirsh, The Hoop Fund Mathieu Senard, AlterEco Jerry Knecht, Bali Seafood International Barton Seaver, Blue Ocean Institute/National Geographic Society Erin Hughes, Winrock International

Many consumers have heard of “Certified Fair Trade” but how do we help scale both supply and demand? We need to increase the capacity of sustainable producers, while educating more consumers of the benefits of purchasing fairly & sustainably produced foods. Deborah Hirsh of The Hoop Fund will start by discussing the need to increase capital for fair trade producers as well as new platforms that allow consumers to invest in producers and simultaneously increase demand. Mathieu Senard of AlterEco will then discuss the benefits of bringing processing closer to origin and product marketing to build awareness and sales. Next, because 80% of seafood consumed by Americans comes from abroad, Jerry Knecht of Bali Seafood International will discuss their collaboration with local government, local fisherman,

and a local operator to create a network of regulated, fairly traded, sustainable fisheries in the most prolific, bio-diverse fishing regions. And finally, Barton Seaver of the Ocean Institute & National Geographic Society will discuss the importance of effective storytelling of sustainably produced and fairly traded product to increase consumer demand. Moderated by Erin Hughes of Winrock International, whose work in developing countries lays the groundwork for food security and fair international trade.

$
$

THE FUTURE OF AGGREGATE DEMAND PLATFORMS

NEW MONEY

FLEET ROOM

Kim Wright Violich, Schwab Charitable Alex Rossides, Growth Philanthropy Network Nicholas Hodges, Schwab Charitable

When individuals connect and pool their resources together, the results can be powerful. From MoveOn.org to Kiva, aggregate demand platforms have proven to be effective models for social change. But what are the limitations? How can platforms integrate to work together for even greater impact? At this interactive session, learn about and provide feedback on the structures, challenges, obstacles, and outcomes of two emerging aggregate demand platforms. Note: This interactive session is designed for participation from investors and major donors.

$
$

INNOVATIVE IMPACT CAMPAIGNS

NEW MONEY

ROOM 235 C

Casey Verbeck, I4C Louis Fox, Free Range Studio Jeffrey Leifer, Circadian Media Group Justin Dillon, Call+Response

Direct action campaigns led by social entrepreneurs play an increasingly important role in affecting broad social benefit. Successful efforts cut across platforms, issue areas, target demographics and business models. Beyond sharing the vision and determination to engage

SCHEDULE DETAILS

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individuals as change agents, these targeted initiatives enable innovative social strategies to reach scale. This panel will also explore what metrics are appropriate for assessing resultant impact including ‘blended value’ creation, levels of social change activity and potential for financial sustainability.

AN HOUR WITH THE UNREASONABLE INSTITUTE

ENTREPRENEURS CLUBHOUSE

HALLWAY (parallel to Herbst Pavilion)

Daniel Epstein, Unreasonable Institute

Join Daniel Epstein for an informal and interactive “how to” workshop on pitching and building powerful relationships.

11:00 AM PARALLEL SESSIONS

MAPPING THE SPACE: INNOVATIVE MARKETS FOR GOOD

MAPPING THE SPACE

COWE LL TH EATE R

Paul Blyth, Microplace Tamzin Ratcliffe, NeXii Mike Van Patten, Mission Markets Marc Mathieu, The Hoop Brian Walsh, Liquidnet Mari Kuraishi, GlobalGiving

The intersection of money and meaning involves a variety of approaches. To solve the challenges we face as a society we are going to need an assortment of tools at our disposal. From debt to equity to philanthropic grants, there are a growing number of platforms and electronic marketplaces to connect those looking to make innovative social investments with exciting opportunities. This session will provide an overview of the spectrum of “markets for good” with live demos of some of the emerging marketplaces.

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of the emerging marketplaces. 40 SOCAP10 CONFERENCE GUIDE WHEN TO INVEST & WHEN TO GIVE TACTICAL

WHEN TO INVEST & WHEN TO GIVE

TACTICAL PHILANTHROPY

G OLDE N GATE

Melinda Tuan, Melinda Tuan Consulting Stuart Davidson, Woodcock Foundation Lee Zimmerman, Evergreen Lodge

For all the talk of producing a blend of social and financial value through giving and investing, little is known about when a social investor can maximize his or her blended returns through a donation and when an investment is a better option. This session will use Evergreen Lodge, a social purpose destination resort in Yosemite, as a case study for when to give and when to invest from both the enterprise and investor/philanthropist perspective. Join Evergreen Lodge owner Lee Zimmerman and his venture capitalist/philanthropist financial backer Stuart Davidson as they discuss the role of philanthropic and social investment capital in the growth of Evergreen Lodge.

$
$

A BETTER WORLD FOR INVESTING: GOOD CAPITAL

AND BETTER WORLD BOOKS

IMPACT INVESTING

ROOM 370 C

Jamie Jones, Kellogg School of Management Wes Selke, Good Capital Kevin Jones, Good Capital David Murphy, Better World Books

As new forms of capital become available for social ventures, fresh opportunities and challenges are created for investors and managers. The equity investment made by the social venture capital firm Good Capital in the for-profit social enterprise Better World Books will be used as a model case study to elicit discussion regarding concerns for both managers and investors. The conversation will highlight considerations for a social venture capital firm before making an investment, suggest innovative deal structuring to preserve the social mission of the organization through potential exit and

extract critical factors for managers of social ventures to consider before accepting an equity investment.

$
$

INNOVATIVE FINANCING AROUND HEALTH

AND NUTRITION

IMPACT INVESTING

ROOM 205 C

Kola Masha, Doreo Partners Morgan Simon, Toniic Craig Courtney, GAIN John Solon, NCP Nathalie Moral, LGT Venture Philanthropy

What is the role for Impact Investors in developing a sustainable market driven approach to increase adoption of technology and to address malnutrition at the base of the pyramid? Explore strategic partnerships between foundations, investors and government.

partnerships between foundations, investors and government. GAME CHANGERS IN EMERGING MARKETS MOBILE TECHNOLOGY

GAME CHANGERS IN EMERGING MARKETS

MOBILE TECHNOLOGY

FIREHOUSE

Alison Bloch, Mobile Health Strategist Guy Kamgaing, Mobile XL Ben Lyon, FrontlineSMS:Credit/Kopo Kopo Jon Gosier, Appfrica/Ushahidi Charlene Chen, KickStart International Anup Akkihal, SamaanGuru/Logistimo

Who are the leaders in designing and deploying sustainable mobile solutions and why are they successful? An exploratory conversation with individuals leading the way in emerging markets.

$
$

FAILFAIRE

METRICS AND SYSTEMS THINKING

ROOM 210 C

Tyler Valiquette, Catapult Design Morgan Springer, Catapult Design Heather Fleming, Catapult Design

Failure is success if we learn from it.—Malcolm S. Forbes.

At SOCAP’s first FAILFaire, moderated by design strategy firm Catapult Design, all attendees are invited to present in an open forum personal or organizational failures that led to greater understanding or later successes. Whether

it be a failed initiative, a failed business relationship, or

a failure in implementation, we will provide a safe venue

for discussion, insight, and lessons learned. The objective

of the 90-minute session: to learn from the mistakes of others, and perhaps contribute to someone else’s success in the process.

contribute to someone else’s success in the process. INVESTING FOR PEACE: DEPLOYING CAPITAL IN CONFLICT ZONES

INVESTING FOR PEACE: DEPLOYING CAPITAL IN CONFLICT ZONES & FRAGILE STATES

INNOVATION IN INTERNATIONAL DEVELOPMENT

ROOM 260 C

Please Note: This session will run until 1:00pm with an optional 1:00-2:00pm working lunch/brainstorm with Kevin Braithwaite

Kevin Braithwaite, RootSpace Anna Elliot, Bamyan Media Paul Van Zyl, Peace Ventures Ryan Falvey, Shorebank International Dave Ferguson, Global Development Commons, USAID

Each year billions of dollars are invested in post-conflict areas to rebuild shattered infrastructure and deliver essential services. Increasingly, there is a realization that local entrepreneurs have a major role to play in both rebuilding their countries and creating the innovations that could stop conflict and violence erupting. Yet, the challenges can seem insurmountable. How can truly “risk capital” make an impact? How can we better support local entrepreneurs and increase collaboration across sectors, regions and conflict divides? What are the opportunities for a return and where

is this already working? Join us for a discussion on cutting-

edge innovation and impact investment in some of the most difficult but opportunity rich markets on the planet.

SCHEDULE DETAILS

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SCHEDULE DETAILS

$

AG TECH: BIO-SOLUTIONS, PRECISION AG, TRACEABILITY & MARKETPLACES

FOOD SYSTEMS

ROOM 362 C

Pam Marrone, Marrone Bio Innovations Art Lange, Trimble Andy Furner, Trace Register Kate Seely, FarmsReach Melanie Cheng, Om Organics

Historically, agriculture and seafood haven’t been the most cutting-edge, high-tech industries. Today, that is changing as the need for efficiencies and better treatment of ecosystems demand innovation. Pam Marrone of Marrone Innovations will discuss the critical need for bio-pesticides and fertilizers to prevent chemical residues and toxic runoff into groundwater and oceans. Art Lange, Senior Engineer from Trimble will discuss the most promising advances in precision agriculture, which have enormous economic and environmental benefits for both large scale and smaller regional producers re:

pesticide/fertilizer application, irrigation, disease control, planting, and harvesting. Andy Furner will discuss Trace Register, an online application for accurate traceability across vertical and horizontal lines, soon required by law for produce and an essential component for sustainable fisheries. Finally, Kate Seely of FarmsReach will discuss evolving online tools for regional food marketplaces, transaction management, and distribution.

DEEP DIVE INTO THE EVERGREEN

COOPERATIVE INITIATIVE

NEW MONEY

FLEET ROOM

Patricia Farrar-Rivas, Veris Ted Howard, The Democracy Collaborative Steve Fahrer, Veris and Evergreen Cooperative Development Fund Lillian Kuri, The Cleveland Foundation India Pierce Lee, The Cleveland Foundation Margot Brandenburg, The Rockefeller Foundation

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Hear how a multi-stakeholder partnership built a strong foundation for the Evergreen Cooperative to survive. Look at government and anchor institution’s roles. Learn about current companies, ideas in formation and how the cooperative and worker-ownership structure was put into place. How can we integrate and capitalize on Evergreen?

$
$

THE PEOPLE SIDE OF THE TRIPLE BOTTOM LINE:

BROAD BASED EQUITY SHARING PRACTICES DOMESTICALLY AND INTERNATIONALLY

NEW MONEY

ROOM 235 C

Allen Taylor, Endeavor Anne Claire Broughton, SJF Ventures Ahmed Metwally, Timeline Interactive

SJF Advisory Services and Endeavor work with high- impact entrepreneurs to maximize their success. Through this work, both organizations strive to nurture and support entrepreneur-centered investment ecosystems in which entrepreneurs, investors, and employees are all incentivized to help companies thrive and grow. Both entities have developed strategies to engage employees at assisted entrepreneurial firms and, where possible, to share company equity so that employees at all levels share in company success. Equity sharing strategies may include broad based stock options, ESOPs, profit sharing, or restricted stock; feasible structures vary by company and by market. SJF Advisory Services and Endeavor will provide overviews of broad-based equity sharing strategies used by each entity with assisted entrepreneurs, and then a US-based and an emerging market-based entrepreneur will illustrate how these strategies have played out at their firms.

STRUCTURE LAB WITH CRITERION VENTURES

ENTREPRENEURS CLUBHOUSE

HALLWAY (parallel to Herbst Pavilion)

Jackie Vanderbrug, Criterion Ventures

A free one-hour Structure Lab by Criterion Ventures. Structure Lab is a way, to evaluate the myriad structural options and a means to strategically move your venture forward such as deciding whether to be nonprofit or for-profit. Check it out here: www.criterionventures.com

12:30 PM LUNCH

$
$

FAST FORWARD IMPACT: WORKING SESSION ON

MOBILIZING NEXT GEN & INTER-GENERATIONAL INVESTING

IMPACT INVESTING

ROOM 370 C

Diana Ayton-Shenker, The Fast Forward Fund Louis Hower, University Impact Fund

New money, old money, no money

Engage in an active dialogue discussing successes, failures, opportunities and ideas enabling multiple generations to accelerate impact investing. Explore pivotal keys to bridge the gap between young social entrepreneurs and old school philanthropists while cultivating a culture of impact for the future. Come hear about two new approaches and share your ideas for next Gen & Inter-Generational impact investing.

it doesn’t matter!

$
$

RADICAL SOCIAL INNOVATION WORKSHOP

WITH WECREATE

METRICS AND SYSTEMS THINKING

ROOM 210 C

Nick Jankel, WeCreate Ryan Fix, Pure Project

Why don’t we see many radical or disruptive innovations like Google or the iPhone in the social space? Nick Jankel (www.radicalreinvention.org / www.wecreate. cc) and Ryan Fix (pureprojects.org) will lead a rich and open discussion on what a radical social innovation looks like, the characteristics they show and the many

cultural, financial and psychological barriers in the social economy that prevent us from cracking the really hard, endemic social problems and disappearing them forever. Come join an animated conversation that cuts to the heart of things and looks to build a new consensus, and new collaborative partnerships, to cultivate radical and transformative social innovation.

HEALTHCARE INNOVATION LUNCH SESSION

Hosted by California HealthCare Foundation Healthcare

Hosted by California HealthCare Foundation Healthcare FIREHOUSE MEANING MARKETPLACES LUNCH SESSION Hosted by

FIREHOUSE

MEANING MARKETPLACES LUNCH SESSION

Hosted by Liquidnet

MEANING MARKETPLACES LUNCH SESSION Hosted by Liquidnet G OLDE N GATE ROOM 2:00 PM PARALLEL SESSIONS

G OLDE N GATE ROOM

2:00 PM PARALLEL SESSIONS

MAPPING THE SPACE: FAILURE AND CRITICISM IN THE SOCIAL ENTERPRISE SPACE

MAPPING THE SPACE

COWE LL TH EATE R

Premal Shah, Kiva Jonathan Lewis, MicroCredit Enterprises Jan Piercy, Shorebank International Kate Cochran, Unitus

Join a candid discussion from the frontlines of managing social change as Geoff Davis, Founder of Unitus, and Premal Shah, President of Kiva, speak with Jonathan C. Lewis, Founder of MicroCredit Enterprises and the Opportunity Collaboration, on how social enterprises have weathered the “negative publicity” storms

SCHEDULE DETAILS

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originating from SKS, Unitus, Kiva, Compartamos and Shorebank. How does negative blowback affect the social investment climate? What are learned lessons, what can we do differently and what does it mean for the future of social capital?

and what does it mean for the future of social capital? NONPROFIT ANALYSIS: BEYOND METRICS TACTICAL

NONPROFIT ANALYSIS: BEYOND METRICS

TACTICAL PHILANTHROPY

G OLDE N GATE

Ken Berger, Charity Navigator Sean Stannard-Stockton, Tactical Philanthropy Advisors Colette Stanzler, Root Cause Tim Ogden, GiveWell Michael Curtin, DC Central Kitchen

Over the last few years, mainstream nonprofit analysts and rating groups have moved beyond simplistic metrics like the “overhead expense ratio.” Join three of these groups, Root Cause, GiveWell and Charity Navigator as they present their analysis of a single, high profile nonprofit. You’ll hear three robust approaches to analyzing nonprofits as a way to determine the degree to which a social investment in the organization may lead to impact.

THE ROLE OF INSTITUTIONS HELPING TO SCALE IMPACT INVESTINGa social investment in the organization may lead to impact. IMPACT INVESTING ROOM 370 C Julie

IMPACT INVESTING

ROOM 370 C

Julie Sunderland, The Bill & Melinda Gates Foundation Randall Kempner, ANDE Mitchell Strauss, OPIC

Join this armchair conversation with OPIC and the the BMGF about the role their institutions are playing in helping to scale impact investing. Moderated by Randall Kempner of ANDE. Take a look at successful partnerships that lead to deals in the social enterprise space.

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$
$

CAPITALIZING THE GREEN JOBS MOVEMENT

IMPACT INVESTING

ROOM 205 C

Robin Hacke, Living Cities Margot Brandenburg, The Rockefeller Foundation Carla Javits, REDF

Philanthropic institutions and other social mission organizations are providing critical investment in the green jobs movement. The social sector’s active support in helping shape and expand the green economy is especially important to ensuring equity and opportunity - as well as innovation - in that transformation. Their funding is the risk capital and “glue money” that is essential to the success of start up companies and coalitions everywhere. Social investors are putting capital into a wide range of activities that includes support for organizing and advocacy, investment in research, seed funding for business expansion and sectoral strategies to transform local labor markets. Beneficiaries run the gamut from labor unions to community groups and from private employers to government agencies. This panel will convene a diverse group of national leaders in the social investment community who are helping capitalize and scale green jobs, careers and markets. They will talk about current practices, emerging trends, cutting edge opportunities on the horizon and where they, and the larger field, see the greatest opportunities and challenges going forward.

BEHAVIOR CHANGE: THE POWER OF MOBILE TO TRANSFORM OUR ACTIONSsee the greatest opportunities and challenges going forward. MOBILE TECHNOLOGY FIREHOUSE Tatyana Mamut, IDEO Nick

MOBILE TECHNOLOGY

FIREHOUSE

Tatyana Mamut, IDEO Nick Ellis, Job Rooster Shivani Siroya, inVenture Fund David Del Ser, FrogTek Richard Tate, HopeLab/ZamZee

Learn more about how mobile technology is changing our behavior and how we can leverage mobile to encourage behavior change for positive social impact.

$
$

LEARNING FOR SOCIAL IMPACT—FOR SOCIAL

ENTREPRENEURS

METRICS AND SYSTEMS THINKING

ROOM 210 C

Laura Callanan, McKinsey & Co. Cathy Clark, CASE Scott Leonard, Indigenous Designs Penelope Douglas, PCV Ventures Paul Rice, TransFair

McKinsey & Co’s Learning for Social Impact initiative has identified 5 best practices for measuring social impact. Explore whether these best practices resonate with social entrepreneurs. Do Impact First and Finance First social entrepreneurs see social impact the same way? Do they measure it the same way? This interactive session features 2 social entrepreneurs, one investor and one thought leader. All session participants have a chance to contribute their views and help answer these questions.

THE BIOSPHERE ECONOMY: INVESTING IN NATURAL ASSETS FOR HUMAN SECURITYto contribute their views and help answer these questions. INNOVATION IN INTERNATIONAL DEVELOPMENT ROOM 260 C

INNOVATION IN INTERNATIONAL DEVELOPMENT

ROOM 260 C

Jennifer Biringer, SustAinability Lisa Monzon, Packard Foundation Fisheries Program David Rothschild, Skoll Foundation Jason Scott, EKO Asset Management Johanna MacTaggart, Biosphere Network

Ecosystem degradation and loss of biodiversity are some of the most serious threats of the 21st century. In this session we will be exploring innovative investment mechanisms showing how capital can be directed in a way that promotes large scale ecological restoration, increases biodiversity, and creates meaningful jobs for local communities.

CREATIVE FINANCING - LESSONS LEARNED & STRATEGY SESSIONand creates meaningful jobs for local communities. FOOD SYSTEMS ROOM 362 C Joe McIntyre, Ag Innovations

FOOD SYSTEMS

ROOM 362 C

Joe McIntyre, Ag Innovations Network Wayne Farmer, Arabella Advisors Michael Whelchel, Watershed Capital/Sustainable World Capital Ed Church, Institute for Environmental Entrepreneurship/angel Taryn Goodman, RSF Social Finance

The Food System desperately needs effective projects that address the need for sustainable production, distribution of regional products, fair trade, and much more. Funders, private and foundation, need to know which of the hundreds of proposals that cross their desk are going to actually work. This session will help you to:

Choose the right parts of the food system to invest in; Identify the right project types and models; Choose the organizations with the capacity to deliver; Find the right collaborators to leverage your investment; and Measure success and build metrics to monitor progress. Our panel (comprised of a foundation, VC, and angel) will kick things off with their experiences of effective investments in the food system - what made them work and what can you learn. Joseph McIntyre of Ag Innovations Network will moderate. We will then turn things wide open in a town hall dialogue on what is working (and not) in funding change in the food system. Not to be missed.

$
$

SEED INVESTING FOR SOCIAL ENTERPRISE

NEW MONEY

FLEET ROOM

Ross Baird, West Coast Village Capital/Gray Ghost Ventures John Hardman, First Light Ventures/Gray Ghost Ventures Kim Scheinberg, Presumed Abundance Tim Freundlich, Calvert Foundation/Giving Fund, Good Capital Jessica Jackley, Profounder

Why has it finally taken off? Who’s doing it? How are they making it work? What’s changed the investor mindset?

SCHEDULE DETAILS

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DAY 2 SCHEDULE DETAILS FERTILE GROUND: INVESTMENT VEHICLES USING A $ GENDER LENS AND ENGAGING
DAY 2
SCHEDULE DETAILS
FERTILE GROUND: INVESTMENT VEHICLES USING A
$
GENDER LENS AND ENGAGING WOMEN INVESTORS
NEW MONEY

ROOM 235 C

Jeri Eckhart-Queenan, Bridgespan Jackie VanderBrug, Criterion Ventures Chris Grumm, Women’s Funding Network Gwen Edwards, Golden Seeds

Research from Ernst & Young, the World Bank and Goldman Sachs confirms that women are a great investment. How can we design investment vehicles that leverage what has been learned over the past 30 years in gender research? What kind of research might support the development of greater impact? Additionally, 51% of wealth is now in women’s names. How will the social capital markets engage women investors? Come join participants for a fish-bowl style panel where we create and evaluate different potential approaches.

3:30 PM

FAIR TRADE BREAK

H E R B ST PAVI LION

approaches. 3:30 PM FAIR TRADE BREAK H E R B ST PAVI LION Sponsored by Whole

Sponsored by Whole Foods Franklin Store

4:00 PM

PLENARY SESSIONS

4:00 PM / WELCOME BACK

COWE LL TH EATE R

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4:10 PM / KEYNOTE ANNOUNCEMENT

COWE LL TH EATE R

Frank van Beuningen, PYMWYMIC

What’s next for SOCAP? SOCAP Europe , Amsterdam Stock Exchange, May 31, June 1 & 2, 2011

4:20 PM / KEYNOTE ADDRESS

COWE LL TH EATE R

Woody Tasch, Slow Money

4:40 PM / KEYNOTE ADDRESS

COWE LL TH EATE R

Final Thoughts with Matt Bannick, Omidyar and Kevin Jones, SOCAP10

5:00 PM / WRAP UP

COWE LL TH EATE R

5:30 PM

RECEPTION

H E R B ST PAVI LION

TM
TM
COWE LL TH EATE R 5:30 PM RECEPTION H E R B ST PAVI LION TM

Sponsored by Cleanfish, Good Capital and Mate Veza Music by Baba Ken and The Afro-Groove Connexion”

6:00 PM

PRIVATE RECEPTION: BAMBOO FINANCE

FLEET ROOM

7:30 PM

GIIN, TONIIC AND INVESTORS’ CIRCLE RECEPTION

G OLDE N GATE ROOM

THOUGHT LEADERS AND DOERS HEADLINE SOCAP10 SECTION TITLE 47
THOUGHT
LEADERS
AND DOERS
HEADLINE
SOCAP10
SECTION TITLE
47

KEYNOTE SPEAKERS AT SOCAP10

LEADERS GIVE MICRO-KEYNOTES ANSWERING THE BIG QUESTION: “WHAT’S THE NEXT THING TO DO? WHAT’S THE ACTION THAT WILL MAKE THE BIGGEST DIFFERENCE; THE DIFFERENCE WE NEED NOW?”

MAKE THE BIGGEST DIFFERENCE; THE DIFFERENCE WE NEED NOW?” JAQUELINE NOVOGRATZ Founder and CEO, Acumen Fund

JAQUELINE NOVOGRATZ

Founder and CEO, Acumen Fund

Jacqueline Novogratz is the founder and CEO of Acumen Fund, a non- profit global venture fund that uses entrepreneurial approaches to solve the problems of global poverty. Acumen Fund currently manages nearly $40 million in investments in South Asia and East Africa, all focused on delivering affordable healthcare, water, housing and energy to the poor in New York, Pakistan, India and Kenya. Prior to Acumen Fund, Jacqueline founded and directed The Philanthropy Workshop and The Next Generation Leadership programs at the Rockefeller Foundation. She also founded Duterimbere, a micro-finance institution in Rwanda. She began her career in international banking with Chase Manhattan Bank. Jacqueline serves on the Aspen Institute Board of Trustees and as a member of two World Economic Forum Global Agenda Councils, on Social Entrepreneurship and on Water. Jacqueline is a frequent speaker at the Clinton Global Initiative and TED. She has an MBA from Stanford and a BA in Economics/International Relations from the University of Virginia. Her recent best- selling memoir, The Blue Sweater: Bridging the Gap Between Rich and Poor in an Interconnected World chronicles her quest to understand poverty and challenges readers to grant dignity to the poor and to rethink their engagement with the world.

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their engagement with the world. 48 SOCAP10 CONFERENCE GUIDE MATT FLANNERY Co-Founder and CEO, Kiva.org Matt

MATT FLANNERY

Co-Founder and CEO, Kiva.org

Matt began developing Kiva in late 2004 as a side-project while working as a computer programmer at TiVo, Inc. In December 2005 Matt left his job to devote himself to Kiva full-time. As CEO, Matt has led Kiva’s growth from a pilot project to an established online service with partnerships across the globe and millions in dollars loaned to low income entrepreneurs. Matt is a Draper Richards Fellow, Skoll Awardee and Ashoka Fellow. He graduated with a BS in Symbolic Systems and a Masters in Philosophy from Stanford University.

and a Masters in Philosophy from Stanford University. KUSHAL CHAKRABARTI Founder and Chief Executive Officer,

KUSHAL CHAKRABARTI

Founder and Chief Executive Officer, Vittana

Kushal is the founder and CEO of Vittana. Vittana builds some of the world’s first student loan programs in developing countries. Young

people from those programs appear on Vittana.org, where anyone with $25 can help someone finish school and take the next step out of poverty. Vittana is a Clinton Global Initiative 2010 partner, has been featured in the Economist

(“a hotbed of innovation”), Fast Company (“Ten Most Innovative Finance Companies”), LA Times (“superbien”) and many other leading publications. Vittana graduates have a 97% repayment rate and earn 282% more on average — that is, $18/day vs. $6/day.

Kushal is a geek at heart. Previously, he led technical strategy and development for a $1B+ team at Amazon.com and is the author of 20+ patents, papers and talks. He graduated from the University of California, Berkeley with a B.S. in computer science and B.A. in molecular biology. In his (copious) free time, he runs Ironman triathlons and trains guide dogs for the blind. Kushal lives in Seattle with his 13-year-old German Shepherd and was recently named one of Seattle’s Top 40 Under 40.

and was recently named one of Seattle’s Top 40 Under 40. JAY COEN GILBERT Co-Founder, B-Lab

JAY COEN GILBERT

Co-Founder, B-Lab

B Lab is a nonprofit organization dedicated to using the power of business to solve social and environmental problems. B Lab drives systemic change through

three interrelated initiatives: 1) building a community of Certified B Corporations; 2) accelerating the growth of the impact investing asset class through use of B Lab’s GIIRS impact rating system by institutional investors; and 3) promoting supportive public policies for sustainable business. Currently, there are over 280 certified B Corporations from over 50 industries, representing a diverse multi-billion marketplace.

Prior to B Lab, despite having no game, Jay co-founded and sold AND 1, a $250M basketball footwear and apparel company based outside Philadelphia. Jay is a Henry Crown Fellow of the Aspen Institute, President of the Board of the Philadelphia chapter of KIPP Philadelphia Schools, a growing cluster of high performing public charter schools, and a Board member of Investors’ Circle and Social Venture Network. Jay grew up in New York City before heading west to Stanford University,

graduating with a degree in East Asian Studies in 1989. Prior to AND 1, Jay worked for McKinsey & Co and several organizations in NYC’s public and non-profit sectors.

organizations in NYC’s public and non-profit sectors. RON D. CORDES Founder, The Cordes Foundation Ron Cordes

RON D. CORDES

Founder, The Cordes Foundation

Ron Cordes has been involved in the wealth management industry for over 25 years. In 2006, he sold AssetMark Investment Services to Genworth Financial (NYSE:GNW),

and currently serves as Co-Chairman of Genworth Financial Wealth Management, which is responsible for over $20 bb of assets under management in partnership with over 6,000 independent financial advisors. Ron is also President of the Cordes Foundation, which he established in 2006, and has committed over 30% of the Foundation’s portfolio to Impact Investments, about which he writes and speaks extensively. He is member of the Board of Regents for the University of the Pacific, as well as Chairman of the Advisory Board for the University’s Global Center for Social Entrepreneurship, and is a Board member of FairTrade USA, ThinkImpact and the East Bay Community Foundation.

Ron is co-author of “The Art of Investing & Portfolio Management”, published in 2004 by McGraw Hill, and was recognized as an Ernst & Young Entrepreneur of the Year in 2005. He holds a BS in Business Administration from the University of California, Berkeley.

Administration from the University of California, Berkeley. TIMOTHY FREUNDLICH Executive Director, Giving Assets

TIMOTHY FREUNDLICH

Executive Director, Giving Assets Special Advisor, Calvert Foundation Managing Partner, Good Capital

Tim is an innovator in new financial instruments in the social enterprise sector. Over the last thirteen

years, he has served in a number of capacities at Calvert

SPEAKERS

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Social Investment Foundation, including his current role

as Special Advisor. Tim conceived of and launched the

Giving Fund – the $40 million impact investment-based

donor advised fund which has been spun out to a new

organization, Giving Assets, for which he serves as the

Executive Director. He was also instrumental in building

the $225 million Calvert Community Investment Note

sourced from 12,000 investors large and small (with more

than $750 million invested into 300+ nonprofits and for

profits globally), and helped launch Community Investment

Partners, an analysis and asset administration group for

community development and social enterprise investment

with $300 million under administration. He co-founded

and serves as Managing Partner for Good Capital, which

in addition to its flagship Social Enterprise Expansion

Fund LP, has two operating spin outs, the annual SOCAP

Conference and Hub Bay Area. Additionally, he serves

on the Board of Hub North America that links to a global

network of 25 Hubs across five continents with 6,000+

members. He lives in San Francisco with his wife Julie

and sons Milo and Gus.

in San Francisco with his wife Julie and sons Milo and Gus. LISA HALL Interim President

LISA HALL

Interim President and CEO, Calvert Foundation

Lisa Hall, formerly Calvert

Foundation’s Executive Vice

President and Chief Lending

Officer, will be serving as the

Interim President and CEO of Calvert Foundation until the

Board of Directors appoints a permanent one. Lisa, who

joined Calvert Foundation in 2005, brings over 20 years of

industry experience and has held multiple high-level policy

and financial posts.

Lisa has also held positions in real estate and community

development finance with the Enterprise Foundation,

JP Morgan Chase and Travelers Insurance. She holds a

BS in Economics from the University of Pennsylvania and

an MBA from Harvard University. In 2003, Lisa participated

in the American Marshall Memorial Fellowship, a travel

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program for emerging leaders from the US and Europe.

Lisa serves on the boards of Mentors Inc., The Funders’

Network, and ROC USA. She is also a member of the

CARS (CDFI Assessment and Rating Systems) Advisory

Council and a non-board member of the Policy and

Communications Committee of the Corporation for

Enterprise Development, a national non-profit that aims

to expand economic opportunity. Lisa lives in Northeast

Washington, DC with her husband and young daughter.

Washington, DC with her husband and young daughter. WILLIAM FOOTE Founder and CEO, Root Capital William

WILLIAM FOOTE

Founder and CEO, Root Capital

William Foote is founder and CEO

of Root Capital, a nonprofit social

investment fund that is pioneering

finance for rural grassroots

businesses in Sub-Saharan Africa and Latin America.

Root Capital provides capital, financial management

training, and market connections to small and growing

businesses such as farmer and artisan associations

that are caught in the gap between microfinance and

traditional banking. Since its launch, it has provided more

than $200 million in credit to 282 grassroots enterprises,

representing 400,000 rural producers in 30 countries.

Mr. Foote was named an Ashoka Global Fellow in

2007, a Young Global Leader by the World Economic

Forum in 2008, and a member of the Young Presidents’

Organization (YPO) in 2009. He sits on the executive

committee of the Aspen Institute’s Aspen Network for

Development Entrepreneurs (ANDE) and was a founding

board member of the Finance Alliance for Sustainable

Trade (FAST). He is also a life member of the Council on

Foreign Relations and serves on the boards of the Open

Learning Exchange (OLE) and E&Co. Mr. Foote holds

a B.A. from Yale University and a M.Sc in development

economics and economic history from the London School

of Economics.

and economic history from the London School of Economics. WOODY TASCH Founder and Chairman, Slow Money

WOODY TASCH

Founder and Chairman, Slow Money

Woody Tasch is Founder and

Chairman of Slow Money, a

501(c)3 non-profit formed in

2008 to catalyze the flow of

investment capital to small food enterprises and to

promote new principles of fiduciary responsibility to

support sustainable agriculture and the emergence

of a restorative economy. Tasch is Chairman Emeritus

of Investors’ Circle, a nonprofit network of investors

that has facilitated the flow of $130 million to 200

sustainability minded, early stage companies and

venture funds. For most of the 1990s Woody was

Treasurer of the Jessie Smith Noyes Foundation,

where he pioneered mission related investing. He is an

experienced venture-capital investor and entrepreneur,

he has served on numerous for-profit and non-profit

boards, and was founding chairman of the Community

Development Venture Capital Alliance, which supports

venture investing in economically disadvantaged regions.

His new book “Inquiries into the Nature of Slow Money”

is available at www.chelseagreen.com

of Slow Money” is available at www.chelseagreen.com JULIE SUNDERLAND Senior Program Investment Officer, The

JULIE SUNDERLAND

Senior Program Investment Officer, The Bill and Melinda Gates Foundation

Julie Sunderland is the Senior

Program Investment Officer for the

Bill & Melinda Gates Foundation,

where she is responsible for managing the foundation’s

program-related investments and working with program

teams (global health, global development and US

programs) on innovative financial mechanisms.

Prior to joining the foundation, Ms. Sunderland led

Oriane Consulting, a firm that specialized in private

sector development, especially entrepreneurship, small

business development and capital markets. She has

advised foundations, development finance institutions

and governments on venture capital, SME financing and

technical assistance programs, and worked with private

equity fund managers in Africa and Eastern Europe on