SOCAP13 Program Book

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WELCOME 1 SEPT 3 · 4 · 5 · 6 SOCIAL CAPITAL MARKETS CONFERENCE ACCELERATING THE GOOD ECONOMY SOCAP 13

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The full program book for Social Capital Market's 2013 flagship event, SOCAP13. This event took place September 2-5 at Fort Mason Center in San Francisco.

Transcript of SOCAP13 Program Book

Page 1: SOCAP13 Program Book

WELCOME 1

SEPT 3 · 4 · 5 · 6

SOCIAL CAPITAL MARKETS CONFERENCE

ACCELERATING

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SOCAP13

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ACCELERATING THE GOOD ECONOMY

Welcome to SOCAP13, our eighth convening of the market at the intersection of money and meaning, and our sixth one here at Ft. Mason in San Francisco. This year, we’ve come together to accelerate the good economy. We’re glad you’re part of the movement and the asset class that is the Social Capital Market. We’ve all come a long way from the days, only five or six years ago, when people thought we were crazy when we said there was a place between giving and investing that was part of both. At that time, people thought investing was about making the highest financial return as fast as you could, and giving was about doing good, and the two had nothing to do with each other. A lot of people thought that the space between philanthropy and the traditional capital market, where we set up shop, was heretical. When friends and I would talk about it eight years ago – when we were just launching our fund – several investors said the same thing. We made their heads hurt, they simply could not think like that. We were asked to leave their offices on more than one occasion

because they just could not stomach what we were saying: that you could invest with the purpose of doing good. When they did good, they did it by giving some of the money they had made by investing or creating their businesses. The two parts of their brain were separated by something I began to liken to the blood brain barrier; nothing new could pass through. To that way of thinking, you invest trying to make all the money you can. You put that money in one pocket on one side. Then you put as much as you can into another pocket on the other side, the giving pocket. And out of the second pocket you try to good, sometimes even trying to mitigate the things you did in making your money. We said we wanted to connect those worlds, to invest with the same goals that showed up when giving. Beyond the concept of impact investing lies a big shift. Tectonic plates that will transform Wall Street and Main Street are moving along with this shift. Our movement of impact investing and social enterprise is part of something much bigger that’s going on, a change in the way we are in the world. On a practical basis, within our part of the larger movement, the pioneering impact investors had to learn to think a different way, to change some of their fundamental

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of startup accelerators. Having large sector foci, using an interdisciplinary lens, including art, we think can turn the flood of SOCAP information into something more manageable and grokable this time around. This year, we are bringing together the people doing it in health, and in revitalizing the oceans, using the market as a tool to create the public good we all know we need and rely on. This is the market in service of a thriveable, resilient commons, but one that rewards risk and innovation of the entrepreneur and the investor. Not surprisingly, when you take a sector focus, you find that some visionary and bold non-profit foundations were there first, scoping out the problem and the best approaches. That’s why we are thrilled to be partnering with the Packard Foundation as we look at using the market as a trim tab – the small tab that shifts the flow on a huge ship just enough that you can then turn the rudder and alter your course – to revitalize the ocean. We are working with Packard to change the story of the oceans; from mitigating a problem that outsizes us to using innovation and entrepreneurship, sometimes using new technology, sometimes working with and learning from indigenous coastal communities to even make money from cleaning the ocean. It’s the same in health, we are partnering with and learning from the Robert Wood Johnson Foundation as we link housing, health, technology, and innovation to help entrepreneurs and investors make money helping poor people get healthier. In the United States, there may be no greater venture capital opportunity right now than the intersection of Obamacare and mobile health apps and devices. And to reach that gold the fastest and the biggest, you have to understand how people at or just above the poverty line – such as 35 hour a week Walmart employees – learn to trust that you have their best interests at heart. Cultural literacy, therefore, has to become part of the core curriculum in both computer science and MBA curriculae. Never before has the path to profits led through understanding how low-income people think and act. Paying deep attention to Bottom of the Pyramid (BoP) is now core to making among the highest returns possible on venture capital technology plays in this country. Looking at our impact on the BoP in this country naturally causes us to look at the real impact of our capital. We also look deeply at the profound issue of extraction, of being extractive investors, those who may do good – use technology to increase the spending power or health of the poor, for instance – but still may take more from the communities they serve than they leave behind. Morgan Simon’s Transformative Finance Principles, starting with the simple decision to be a non-extractive investor, seems a good foundation to guide that discussion.

Because the principle barriers to the work we want to accomplish are cognitive, getting more people to think and act like the core SOCAP community, we are focusing on meaning more than ever this year. Meaning has finally got its own theme and dedicated sessions. We are focusing on both faith and art as lenses to help explain how we see the world and how we want to be part of changing the world.

SOCAP’s producer (and my wife), Rosa Lee Harden, has always been the one to bring in the elements that make SOCAP different from other conferences; convincing us that we should include time for open space, self-created content, and also leading the way on bringing in the meaning element to the conference. That is more relevant now than at previous conferences. That’s because of the little-mentioned fact that impact investors frequently have deeply spiritual reasons – most often linked to their faith tradition – for having the courage to go against the grain and start putting their real money where their heart is. As we endeavor to make a world that is good for all, we notice what works and what doesn’t. Faith seems to work here. That’s why clergy are here this year. We have a faith leader contingent having their own special curated experienced at SOCAP13. This is a group of clergy attending on scholarship with the goal of taking the concepts and design approaches of this community and bringing them back into their own churches and mosques and synagogues, and taking action with their communities in line with their own missions and how they see the world. SOCAP. It’s where change comes together to learn, to celebrate, and to make the connections happen that put change to work. On behalf of both of us, and in hopes that we can build a world that works for all of our grandchildren, welcome to SOCAP.

beliefs in order to move real investments toward the goals that they’d only relegated the (much smaller) pocket of philanthropic giving dollars to tackle before. Those pioneer impact investors were going upstream, against the grain. They had to explain to their peers and wealth managers that they wanted to merge their giving and investing goals without giving everything away. They had a lot of psychic furniture to move, some unquestioned presuppositions to dig up and toss aside, some unexamined guiding myths to tear up and reform. Investing with the goal of making a positive impact while also making positive financial returns flies in the face of the received wisdom of wealth, and the pioneer impact investors had to overcome that myth. I’m talking about the foundational myth of the capital market that we’ve inherited from the robber barons. Those wealthy and powerful businessmen of the 19th century were enamored of the market system and used it to its fullest, ignoring how their business practices that maximized the market approach also exploited the people and our planet. We are seeing the devastating results of that approach today. Yet, after pillaging the people and setting the stage for the destruction of the habitability of the planet through creating the oil industry and heavy manufacturing, they also set up the first big foundations. Yes, they wanted to give back, but they also wanted philanthropy to be out of the way of the wealth creation vehicle of the market. This is the myth we must overcome: that the market is separate from that which does good. There is not enough money in either philanthropy (both in the foundations and in our wallets) or in government to creatively engage the big problems we are facing. The market – the most powerful tool we’ve come up with to create abundance and allocate resources – has to play its part. It has to be brought under control, to become a tool to create the thrivable, resilient commons we all rely on and share. There are realities in the world right now in the forefront of our awareness – climate change, the end of cheap oil, the injustices and inequalities of the dominant systems in place – that will can serve to help us make sure that this movement is not just the illusion of change that we boomers thought we were a part of in the ‘60s. The market has to be brought under our control, its rapacious, selfish aspects curbed and put into service for the good of us all.

That’s what the people who come to SOCAP are trying to do: collectively fashion for-profit business as a tool to serve its owners, its investors, and all of us, rather than just as a way to enrich a few at the expense of the rest of us. The task ahead is inclusive of all who can contribute. It is intergenerational, as people of my generation work with entrepreneurs younger than my children who are going to be making a difference in the future, making the world a place where my grandchildren can thrive. As we at SOCAP individually and collectively strive towards new models, we are proud to announce that we have achieved one goal this year we’ve been trying to reach for a while: there are no all-male sessions at SOCAP13. We just set this as a goal and then have held to it. You can create a new normal if you stick to it. We are proud of what we achieved with this first step this year. And next year, we are planning to move this model a step further along by addressing other layers of diversity and voice inclusion, as well. Yes, we’ve come a long way. We, the people who are part of this movement, are being invited to gatherings of the insiders and the powerful of the market that we were not invited to a few years ago (or if we were invited, we were the inspirational lunch time show to lighten the tone when the grownups sat around the table). We have a session this week where two well-known billionaires who have become active in impact investing are going to strategize on how to lead other billionaires on this path. Perhaps they will find ways to encourage some of the high-profile philanthropists who are part of the Giving Pledge (who want to give more than half of their estate toward the public good when they die) to begin moving some of their investments now in order to support the world they want to leave behind. You could say the first five years of SOCAP were about proving that it was real, that you truly could put your money where your heart is and not be a fool, but could actually expect to make money and make change. Some of the early funds are starting to post encouraging early financial returns. We think we’ve fine-tuned the biggest complaint people have about SOCAP: that it’s great, they love the content and the energy, but it’s like drinking from a fire hose; too much, too fast. We agree with the thought leaders at Omidyar Network that the way to approach our task is with a sector approach: to work with all stake holders to solve big problems, government, philanthropic capital meshing with risk-taking venture capital, and the emergent solutions arising out of the fertile grassroots increasingly-connected network

KEVIN JONES Convener

ROSA LEE HARDEN Producer

(Shown here with their grandkids)

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Countless connections must happen to build the good economy that we all know is possible – an influential mentor to an entrepreneur, an aligned investment to a critical intermediary, a positive policy decision to a path forward. These connections don’t always come easily, yet they are happening every day – and in significant ways – everywhere around the world.

SOCAP13 is our opportunity to celebrate the collective momentum that we’re building, and to accelerate it even further during our time together in San Francisco. We invite you to take advantage of the multiple tools, programs, and platforms that we’ve provided in service of accelerating your connections!

SOCAP13 welcomes nearly 100 volunteers who will act as your guides to the gathering. Engage with our volunteers who are made up of inquisitive students, career changers, inspiring entrepreneurs, and knowledgeable social enterprise staff. Volunteers are a vital resource to the operation of the conference. With such diverse volunteers it will be no wonder they are your resource here at the conference and, possibly, in the future.

Spot SOCAP volunteers with their purple t-shirts and feel free to ask them questions. They are happy to help!

All plenary sessions will stream live online with overflow simulcast viewing available as indicated in the schedule.

If you miss a mainstage session, want to watch it again, or share it with someone not in attendance at SOCAP13 in San Francisco, these sessions will be made available on our website! View at livestream.socap13.net.

SOCAP is the perfect place to connect with like-minded groups of individuals who are interested in exploring the SOCAP13 experience through the lens or viewpoint of a specific focus area. The following are some of those opportunities:

Gender Lens Champions: Last year at SOCAP, 50 people banded together as champions of gender lens investing, bringing women and girls to the forefront in an unprecedented way. Since then, the movement championing gender as a strategic category of analysis in investing has taken off, and this year’s group promises to be even more impactful! Join us for sessions throughout the conference as we rally around gender lens investing and equip ourselves to champion the opportunities where a gender lens makes us smarter, more impactful investors. If you’re interested in participating, curated conversations will be hosted by Criterion Institute on Tuesday the 3rd at 10:30am in the Firehouse, and then again on Wednesday and Thursday mornings at 8am over breakfast at Impact Hub.

Faith Leaders: We’re gathering a cohort of faith leaders – imams, rabbis, ministers, and priests – who will be traveling throughout SOCAP13 together, and exploring the ways in which they can engage their faith communities around the good economy when they return home. If you’re interested in participating, please inquire at the registration desk.

Ocean Champions: This year SOCAP is sparking conversation about an emerging impact sector: oceans. Whether you have a personal, recreational, or professional interest in the oceans – or even if you’re just curious – join the conversation at SOCAP13. We’ll be gathering for breakfast on Wednesday, Thursday, and Friday in Impact Hub to extend the dialogue that starts in SOCAP: Oceans panel sessions and workshops. Each morning we will invite participants to engage in a more interactive discussion about increasing the sustainability of our oceans through investment and entrepreneurship.

If you’re interested in connecting with a group of attendees around a specific focus area, we invite you to make it happen! Our SOCAP13 Connect platform & mobile app allows you to find attendees based on interest and connect. Once you do, we recommend setting up a casual meeting time during breakfast in the Impact Hub!

Our community has an incredible opportunity to accelerate the ideas, learnings, and connections that come to life at SOCAP13 by sharing them beyond our experience together at Fort Mason. We’re calling on you! Let’s bring the world’s attention to the acceleration of our good economy.

Twitter: Include #SOCAP13 in your tweets for a global audience who is following live.Follow us at @SOCAPmarkets & @SOCAPlive.

Facebook: Like something you see or hear at the event? Share it with your friends! We’ll be sharing too. Like us at facebook.com/SocialCapitalMarkets.

Instagram: Pick the right filter for your Fort Mason pics, tag with #SOCAP13 and share!Follow us at @SOCAPlive.

LinkedIn: Connect with past attendees and fellow SOCAP13 attendees to continue the conversation.Join us at www.linkd.in/SocialCapitalMarket.

SOCAP13 CONNECT PLATFORM & MOBILE APP

CONNECT WITH VOLUNTEERS CONNECT WITH MAINSTAGE CONTENT CONNECT WITH FOCUSED COHORTS

CONNECT WITH GLOBAL COMMUNITY ONLINE

CONNECTIONS AT SOCAP13

SOCAP aims to accelerate your connections to the things and people that matter the most during your time with us.

SOCAP CONNECT’s features allow you to:

• Create a profile and discover fellow attendees

• View SOCAP13 sessions and customize your personal schedule

• View speaker profiles• Rate sessions and provide

other event feedback• Receive real-time event

updates• And more!

HTML5 Platform: Visit SOCAPconnect.net

Download Apple or Android App: Visit the App Store or Android Market, search SOCAP13, and download our app for connecting on-the-go!

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SOCAP WELCOMES THE WORLD!

Join us in welcoming our four international delegations attending SOCAP! Local catalysts have organized and hosted impact investors, accelerators, and entrepreneurs from across the globe. These groups will learn lessons and best practices from the convening and bring new energy and knowledge back to their communities.

We thank our international catalysts and their delegates!

JAPAN: Impact Hub Tokyo

BRAZIL: Artemisia Social Business

AUSTRALIA: Impact Hub Melbourne

CANADA: MaRS Centre for Impact Investing

Criterion Inst.logo here??

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U.S. arts organizations are the original social enterprises: for the last 50 years they have earned half their revenue. Artists are the original social entrepreneurs: holding a mirror up to nature to challenge prevailing assumptions, connecting new methods and materials with old problems, experimenting, collaborating, and making work for community consumption. Innovators harnessing markets for the public good in health, education, nutrition, and so many other areas have a lot to share and much to gain from talking with their peers in film, music, theater, spoken word, painting, new media – and all the other forms that succeed every day in crossing the chasm between markets and meaning. For 2013, Intersection for the Arts – in partnership with UC Berkeley Scholar-in-Residence Laura Callanan – is bringing artists, cultural entrepreneurs, and storytellers to the SOCAP conversation. The arts are essential to every conversation about social innovation. Find one of these artist entrepreneurs and engage a conversation to learn more about the connections between arts and social entrepreneurship.

ImpactSpace is excited to help SOCAP accelerate the good economy. We invite the SOCAP community to explore and add to the global, open database of people, companies, and investors delivering social, environmental and financial returns. With your help, we’re adding deep resources for entrepreneurs, fund managers, individual and institutional investors and advisors. Tell us what you know and what you need: ImpactSpace is building a common platform for the impact investing community. The ImpactSpace Tracker links to more than 2,000 impact companies, impact deals, and impact investors – including yours? Go to ImpactSpace.org to add or edit a profile, suggest a new resource, and explore the growing field of impact investing.

Liquidnet, the global institutional trading network, is proud to partner with ImpactSpace through its corporate impact program, Liquidnet For Good.

Room 210c will be open all during the conference with cushions, mats, and all that is needed for anyone to take advantage of a quiet space for meditation.

If you would like to take some time to center yourself we invite you to join in these 30 minute sessions happening before we get underway. Each of the three days will are inspired by a different religious tradition, but all are welcome. All sessions will be held at 8am in room 210c.

8:00am Wednesday: Meditation led by a Master Raja Yoga teacher

8:00am Thursday: Centering prayer from the Christian tradition

8:00am Friday: Meditation from the Buddhist tradition

In partnership with Herman Miller, SOCAP’s pop-up Impact Hub will come to life in Festival Pavilion. You’re invited to make this space yours: meet, network, work, and engage in the many opportunities that we’ll host for you in support of accelerating our collective impact. Live the Impact Hub’s year-round experience at SOCAP13! Impact Hub’s fifth year at SOCAP brings its most ambitious design yet. We’re building off last year’s successful strategy of filling the Festival Pavilion and bringing in the 108-year-old expertise of Herman Miller. Together, we’re offering an experience that fosters learning, connection, and creativity. The multi-functional space offers places to work, think, interact, and relax during the event.

Better World Books is a for-profit social enterprise that collects and sells books online, with each sale generating funds for literacy initiatives in the U.S. and around the world. With more than eight million new and used titles in stock, Better World Books is a self-sustaining company that balances the social, economic, and environmental values of its stakeholders. Since its founding in 2003, the Mishawaka, Indiana-based company has donated more than 9 million books, re-used or recycled more than 146 million pounds of books, and raised more than $14 million for literacy and libraries.

CONNECT WITH ART CONNECT WITH YOURSELF IMPACT HUB @ SOCAP13HELLO, IMPACT! INTRODUCING: IMPACT HUB

CONNECT WITH IMPACT DATA

CONNECT WITH KNOWLEDGE AT THE BETTER WORLD BOOKSTORE

When was the last time you made a change?

You changed because you wanted to create something better, right?

So did we.

We believe that a better world evolves when the collective action of compassionate, creative, and committed individuals is focused on a common purpose. As we move forward with the evolution of our global network, we are excited to showcase our purpose by adding ‘Impact’ to our name. Welcome to Impact Hub!

From Amsterdam to Johannesburg, Singapore to San Francisco, we have evolved into a rapidly expanding, diverse global network covering every continent with more than 7000 members and nearly 40 locations. Part innovation lab, part business incubator, and part community center, Impact Hub offers our members a unique ecosystem of resources, inspiration, and collaboration opportunities to facilitate impact. Step into any one of our Impact Hubs worldwide, and immerse yourself in the local experience of a global movement.

If you believe that true impact requires collective action, then we invite you to come and make it a reality with us every day at Impact Hub! Come say #HelloImpact.

Impact Hub and Herman Miller formed their partnership based on a vision to use inspiring space design to foster collaboration and innovation. Both organizations believe there is a new – and better – way to work, both structurally and functionally. Herman Miller has outfitted seven Impact Hub spaces in the United States, supporting 2,000 Impact Hub members’ work and helping drive the good economy.

IMPACT HUB + HERMAN MILLER

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Communities of Interest gatherings: If you are inspired to create your own gathering within the conference, reserve one of the Impact Hub meeting spaces and invite your colleagues to join you by using the SOCAP13 Connect platform & mobile app and the Host Wall. Tweet your best ideas and photos for our Inspiration Stream.

Beyond SOCAP at Impact Hub: Building on the momentum and excitement of the SOCAP conference, we will use the SOCAP: Open platform to inspire Impact Hub programming after the event. In the Impact Hub @ SOCAP13 and on the Open Platform, participants can suggest topics for further discussion as well as create momentum to move serious ideas towards action, ensuring even more impact. We will take these suggestions to our members to vote on them and drive our future programs in the Bay Area. Come to the Impact Hub @ SOCAP13 to share your ideas for going beyond SOCAP!

Impact Hubs are professionally hosted spaces, a core tenet of creating a strong community workspace. Hosts create open, collaborative spaces for anyone looking to work, connect, and build. The Impact Hub @ SOCAP13 is filled with these hosts to help you take advantage of the various programming and content of this pop-up space, as well as learn more about how to extend the SOCAP experience in Impact Hubs around the world and throughout the year!

We encourage you to get involved in the various opportunities that will be offered in the Impact Hub @ SOCAP13 throughout the week, including the following:

#HelloImpact: We want to know the ins & outs and ups & downs of your personal experience with impact. What striking fact has impacted you the most? How have your failures impacted you? What impact do you strive for the most? We’re hosting a photo shoot and inviting you to come ready to share. Help us show the world the many diverse faces of impact with #HelloImpact.

Louder Amplification Station: We’ve all come across impactful online content – whether it’s a compelling article, inspiring video, or simply a mind-shifting tweet – that we wish could reach more people. Stop by the Louder Amplification Station, hosted by Colin Mutchler of Louder.is, and sign up to amplify your favorite content via targeted online ads – on us! As part of a broader experiment to engage top ‘amplifiers’ of the good economy, SOCAP will fund a limited number of attendees who are first to sign up and amplify impactful content! #amplifygood.

Social Entrepreneurs’ Pit Stop: The Pit Stop is an opportunity for social entrepreneurs to receive one-on-one coaching to address their current challenges from seasoned entrepreneurs and impact investors. Whether you’re an entrepreneur looking for advice on branding, managing your supply chain, raising capital, pitching, or developing a product, you can stop by the Pit Stop for a shot of energy and collaboration. Look for Pit Stop signage in the Impact Hub @ SOCAP. The Pit Stop is brought to you in partnerships with Scott Leonard of Indigenous and Agora Partnerships. To schedule a session at the Pit Stop please contact Laura Tilghman at [email protected].

HUB Cities: 40 Impact Hubs have opened around the world, with 5 more slated to open in North America alone by 2014, and many Impact Hub founders from around the globe will have a big presence this year at SOCAP13. Attendees can come by our onsite Impact Hub @ SOCAP to meet founders and explore communities kicking off around the world. To learn more about how the HUB Cities program is growing this great network – locally, nationally, and globally – and assisting founders in opening their Impact Hubs, please email Michael Cox at [email protected].

NOT TO BE MISSED AT IMPACT HUB

Step up, Step up. Right this way!

Come to the Mystic Midway where Professor Mirabilis invites you to step into a world of mythic attractions and curious amusements! Find new ways to connect with what gives meaning to your life and work!

Embark on a whimsical journey with the fantastic carnival characters Lady Fortuna, the Queen of The Fae and the Royal Order of Mystic Jesters. Checkered Man, the Hobo King, Mr. Nobody and many others will be coming along as well!

Look behind the red velvet curtains at the rear of Impact Hub and you may find that SOCAP’s Mystical Midway is an alchemical gem inviting you to look deeper; bravely peer into the heart of your story, call on your inner vision, give name to your true gold or share tales of triumph and struggle, vision and innovation. Invite your colleagues to join you in sharing moments of meaning and mirth, depth and hilarity.

Join us as The Midway asks: If the world is made of stories, then what meaningful chapters are we adding?

The Mystic Midway invites everyone to be heard.

FIND MEANING AT THE MYSTIC MIDWAY

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Entrepreneurs are at the heart of building and accelerating the good economy. They find innovative solutions to pressing issues, seeking social impact with sustainable business models. SOCAP supports promising entrepreneurs through scholarships and tailored services such as the Impact Accelerator Weekend, innovation showcases, a marketplace for entrepreneurs’ goods, and mentoring opportunities.

The SOCAP Entrepreneur Experience started this past weekend with a gathering of over 120 social entrepreneurs and accelerators from all over the world for the Impact Accelerator @ SOCAP, in partnership with Halloran Philanthropies.

The 100 social entrepreneurs who attended the weekend program had the opportunity to select from a variety of sessions curated by accelerator leaders. SOCAP designed these sessions to deliver valuable content, to teach entrepreneurs relevant business skills, and to facilitate catalytic relationships between accelerators and peer entrepreneurs to help each other develop their businesses. This collaboration between entrepreneurs, accelerators, and SOCAP continues to build a worldwide network that amplifies the impact these entrepreneurs deliver.

Each year, SOCAP sets aside close to 100 tickets (a considerable amount of our budget) to scholarship entrepreneurs. Your ticket, our 200+ speakers paying their way to the event, and sponsor contributions all make this financially possible.

The following organizations have contributed to our Entrepreneurs’ Fund, ensuring that we continue to reach a diverse set of great entrepreneurs from all over the world:

• Halloran Philanthropies• Packard Foundation• Robert Wood Johnson Foundation• Vodafone Americas Foundation• Global Alliance for Clean Cookstoves

Since its first seed grant to launch SOCAP in 2008, Halloran Philanthropies has targeted its human and financial resources toward the development of social entrepreneurs and impact investing. Social entrepreneurs accelerate the good economy by making impact tangible. At SOCAP13, we are thrilled to offer special programming tailored to help entrepreneurs build and improve the exciting new companies SOCAP investors are funding.

A select set of entrepreneurs have just participated in the Impact Accelerator @ SOCAP, a two-day intensive program designed to assist growth-stage entrepreneurs to plan and develop their business. During the program, entrepreneurs network with accelerator leaders and industry experts to examine fundamental business priorities that help companies keep their focus on their customer and their mission as they grow.

This year, we are also sponsoring Accelerate the Accelerators @ SOCAP, a one-day seminar designed to convene accelerator leaders from all over the world. By bringing together entrepreneurs and accelerators, SOCAP is creating an exciting ecosystem that grows and becomes more healthy every year. We can’t wait for you to meet them!

Accelerators who have been actively participating with these ventures are:

• Accelerating Appalachia• Agora - Latin America• AHMSA• ANDE• Artemisia• Artha Venture Challenge• BID network• Buckminster Fuller Institute• Centre for Innovation, Incubation and

Entrepreneurship (CIIE)• Code for America

This year at SOCAP, thanks to a generous grant from Halloran Philanthropies, more than 100 entrepreneurs from around the globe were not only given full scholarships to attend SOCAP, they were also invited to stay on the Fort Mason campus. Dubbed ‘Halloran House’ for SOCAP13, the Fisherman’s Wharf Hostel – located just behind and up the hill from the Firehouse – is housing these SOCAP13 scholarshipped entrepreneurs. Additionally, the entrepreneurs were housed together for their weekend experience of the Impact Accelerator @ SOCAP, which took place downtown at the Impact Hub.

THE ENTREPRENEUR EXPERIENCE

IMPACT ACCELERATOR WEEKEND

YOUR TICKET: SPONSORING ENTREPRENEURS

A MESSAGE FROM HALLORAN PHILANTHROPIES

HALLORAN HOUSE

• Compartamos con Colombia• Dasra • Echoing Green• Fish 2.0• Good Company• GSBI - Santa Clara University• GSF India• Future of Fish• Health for America• HUB Ventures• Invest2Innovate• Investment Ready Program• LGT Venture Philanthropy• NESsT• New Ventures Mexico• Points of Light Civic Accelerator• Rivet• Rock Health• Sandbox Network• UnLtd Tamil Nadu• Unreasonable Institute• VentureWell / NCIIA• Village Capital• Villgro• UnLtd India• William James Foundation

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This year, SOCAP has found more ways than ever to showcase many areas of innovation through creative place-making. From sector-focused showcases to the return of our popular Mobile Fast Pitch to a full marketplace of mission-minded products, you’ll find fascinating new companies, people, and ideas that are sure to expand your horizons.

HEALTH INNOVATION SHOWCASEPowered by Rock Health

Tuesday, 11am-5pmFriday, 9am-1pm

Innovations in software and hardware technology are transforming global health and wellness. At the Health Innovation Showcase you’ll meet promising companies demonstrating how technology can offer new solutions in health and medical care delivery and beyond. SOCAP – in partnership with the innovative health leader Rock Health – is bringing you cutting-edge companies at the intersection of health and technology.

CLEAN COOKING INNOVATION SHOWCASEPowered by the Global Alliance for Clean Cookstoves

Thursday, 9am-5pm You might be aware that there is a worldwide effort underway to address an issue that impacts nearly half the world’s population: inefficient and dangerous cooking methods and their negative impact on health and safety, the environment, and livelihoods. What we often don’t know is which solutions can make the most impact, and how to make those solutions commercially attractive for both businesses and consumers. In light of the 4 million people who lose their life annually due to the seemingly simple task of cooking a meal, SOCAP and the Global Alliance for Clean Cookstoves are partnering to reframe the cooking conversation.

SHOWCASING INNOVATIONAT SOCAP13!

The reality is this: Some highly impactful and investible solutions for bottom-of-the-pyramid consumers are found in the clean cookstove and fuel sectors. Touching so many of the areas we care about – health, environment, community development, and economic empowerment – clean cooking interventions can be simple solutions to big problems. We’ve curated some of the most promising enterprises in the sector to show that this movement – though including cookstove manufacturers – also extends to innovative models that span distribution, fuel sources, platforms for exchange, financing mechanisms, and new promising geographies. Our hope is that the next time an entrepreneur says “I run a clean cookstove startup” you’ll pause to imagine the tremendous world-changing potential and financial viability these solutions have to offer. Stroll through the Clean Cooking Innovation Showcase on Thursday, 9am-5pm in the Impact Hub @ SOCAP.

OCEAN INNOVATION SHOWCASEPowered by the David and Lucile Packard Foundation

Wednesday, 12pm-9pm You wouldn’t believe how much opportunity for innovation there is in the ocean! So we’re going to show you. Come by to talk with the entrepreneurs and see creative inventions in aquaculture, sustainable fishing, habitat restoration, and more. This showcase might inspire you to take your next venture out to sea!

PEOPLE-POWER SHOWCASEPowered by Pave.com

Wednesday, 9am-6pm Every good idea starts with a creative mind, a person with tremendous potential. Hopefully you’re at SOCAP to meet these types of individuals. Pave is a new platform that empowers young people to pursue impactful careers by connecting them with backers who provide funding, advice, and connections. In return, these young people offer their backers a share of income for 10 years, a flexible alternative to fixed debt payments. It’s a new type of impact investment designed to unlock a generation that wants to tackle important challenges. At SOCAP, we’ve partnered to create a new kind of showcase that focuses on the individuals driving impact, an interesting change from the product and technology demos we typically do. We hope that as you walk through the showcase you’re as inspired and as motivated to back these individuals as we are!

THE MARKETPLACEPowered by Given Goods

The marketplace will be open throughout the conference. This year, through our partnership with Given Goods, we’ve expanded a marketplace that offers consumers a more meaningful way to shop. Highlighting items that are sustainably sourced with a tangible impact, Given Goods facilitates the discovery of high-quality, stylish products that give back. By curating thousands of products that all make a tangible social impact – from tote bags and jewelry to home décor – Given Goods is redefining the consumer retail experience. Featuring both established brands as well as up-and-coming makers, the store is at the confluence of high quality products and the stories behind them. Take a moment to shop around and read the stories of these meaningful companies, and maybe bring home some gifts or souvenirs!

MOBILIZING WITH THE VODAFONE AMERICAS FOUNDATION

Wednesday, 1:30pm - 2:30pm in the Golden Gate Room The world is becoming more mobile every year! This year at SOCAP we’re excited to revisit an important area for this movement: Mobile! From mobile apps influencing behavior changes that address the social determinants of health, to education technologies democratizing knowledge around the world, mobile opportunities continue to abound. It’s time for another exciting mobile update and to discuss new challenges and barriers to scale.

In partnership with the Vodafone Americas Foundation we’ve partnered to bring mobile conversation to the table and highlight up-and-coming mobile entrepreneurs at SOCAP13.

The Vodafone Americas Foundation supports U.S. and international non-profit organizations to develop and utilize wireless and mobile technology to save lives, improve the community, increase opportunities for learning, and promote health, safety, and sustainability. Complex issues can be addressed with simple and innovative solutions. They believe technology can be the bridge between the resources available and those in need. The programs they support take advantage of innovative tools to improve society by connecting, educating, and empowering individuals.

Join us for the Mobile Fast Pitch session sponsored by the Vodafone Americas Foundation on Wednesday at lunch in the Golden Gate Room.

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Here is a list of social entrepreneurs who were registered as of 12th of August. To see the final list of all entrepreneurs, please visit: socap12.pathable.com/#page/SE.

STEPHAN ABEL (U.S.) Oyster Recovery Partnership

JIMI AKINDELE (U.S.) Jasmine Bee

RAJESH ANANDAN (U.S.) Ultra Testing

MARK ARNOLDY (U.S.) Nyaya Health

CHRISTOPHER ATEGEKA (U.S. / Uganda) CA Bikes

ALLOYSIUS ATTAH (Ghana) Farmerline Ltd.

DONNEL BAIRD (U.S.) BlocPower

MEREDITH BARRETT (U.S.) Asthmapolis

MICHAEL BAUGHMAN (U.S.) Union Coffee

JOHN STEVEN BIANUCCI (U.S.) Iroquois Valley Farms, LLC

LARS BJAALIE (Tanzania) KARIBU Solar Power

NATHAN BLACK (U.S.) Village Defense

MICHAEL CALLAHAN (U.S.) PowerMundo

KETING CHU (U.S.) Leukemia and Lymphoma Society Inc.

THOMAS D’ERI (U.S.) Rising Tide Car Wash

SUMIT DAGAR (India) Kriyate / Braille Phone

SAI KRISHNA DANDAMUDI (U.S.) Padmavati Agro Services

ALEX DANG (U.S.) Global Brigades

PHILLIP DAVIS (U.S.) Local Foods

CANDRA DAY (U.S.) AIDAI

WILLIAM DELUCA (U.S.) Honey Fox Coffee

SARAH DI TROIA (U.S.) Health Leads

NEIL DSOUZA (India) Zaya

SEAN DUFFY (U.S.) Omada Health

ROBERT EGGER (U.S.) LA Kitchen

GABRIELA ENRIGUE (Mexico) Prospera Enlaces Comerciales

CARLO FIGÀ TALAMANCA (Cambodia) Sustainable Green Fuel Enterprise (SGFE)

SOCAP13 SOCIAL ENTREPRENEUR SCHOLARSHIP RECIPIENTS

CHRIS FISHER (U.S.) Fisher Recycling, LLC

KEITH FLETT (U.S.) Open Ocean Trading, LLC

ADAM FONG (U.S.) Center for New Music San Francisco, Inc.

MINNIE FONG (U.S.) Fresh Picks Meals

KIRSTEN GAGNAIRE (U.S.) Mobile Alliance for Maternal Action (MAMA)

DEBRA GITTLER (El Salvador) ConTextos

CAMERON GOLDIE-SCOT (Netherlands / Kenya) Musoni BV

PAUL GOODMAN (U.S.) Acopio

JASON GRAY (Canada) SunFarmer / SunEdison Rural Energy Fund

JOS HILL (U.S.) Olazul Ornamentals

BAS HOEFMAN (Netherlands) Text to Change

GENE HOMICKI (U.S.) myTurn

FATOU JANHA MBOOB (U.S.) TRY Oyster Women’s Association

HAILE JOHNSTON (U.S.) Common Market

NEHA JUNEJA (India) Greenway Grameen Infra

ELLI KAPLAN (U.S.) Neurotrack

ROBERT KARIMI (U.S.) The Peoples Cook

MEGAN KASHNER (U.S.) Benevolent

MANMEET KAUR (U.S.) City Health Works

BRUCE KEITH (Dominican Rebublic) Dominican Renewables

STEPHEN KIMIRI (Kenya) Sokoshambani

DAN KLEINBAUM (U.S.) Beyonic

ERIN KOEHLER (U.S.) Kinsa Inc.

CYNTHIA KOENIG (U.S.) Wello Water

SAUMYA KRISHNA (Canada) Youth Social Innovation Capital Fund

ABHINAV KUMAR (India) Evomo Research and Advancement Pvt. Ltd.

DAVID LANG (U.S.) OpenROV

DUNE LANKARD (U.S.) Eyak Preservation Council

JAE RHIM LEE (U.S.) COEO Pod / Infinity Burial Project

SAMANTHA LEE (U.S.) Village Fishmonger

AMY LOCKWOOD (U.S.) RIVET

KRISTOFOR LOFGREN (U.S.) Bamboo Sushi

JASON LOYET (U.S.) Solar Site Design

REBECCA LUJAN LOVELESS (U.S.) Communities First Association

ANTOINNE MACHAL-CAJIGAS (U.S.) AltruHelp

JAYDEEP MANDAL (India) Aakar Innovations Pvt. Ltd

NARCISSE MBUNZAMA LOKWA (Democratic

Republic of Congo) Mobile Agribusiness

GOURI MIRPURI (Indonesia) The Learning Farm

SRIKUMAR MISRA (India) Milk Mantra

KENETH MITAMBO (Kenya) ECOS (Energy Conserving Stove)

IAN MONROE (U.S.) Oroeco Inc.

MARK MOORE (U.S.) MANA Nutrition

MATTHEW MOORE (U.S.) Digital Farm Collective

DONNA MORTON (Canada) Sundrum

CHIE MURAKAMI (Japan) Peace Diamonds Co. Ltd.

RICK NAHMIAS (U.S.) Food Forward

OLIVIA NAVA (U.S.) Juabar Design

DAVID NKWANGA (Uganda) Adapt Plus

JAMES NYAGA (Kenya) Icoal Concept Ltd.

JASON OBERFEST (U.S.) Mango Health

FEMI OYE (Nigeria) SMEFUNDS

JASON PANDA (U.S.) b condoms

DARIN PETERSON (U.S.) The Simple Way

FRANCESCO PIAZZESI (Mexico) ¡Échale! a Tu Casa

BRADLEY PIERIK (Canada) Twothirds Water

KALIMAH PRIFORCE (U.S.) Qeyno Labs

SAIF RASHID (Bangladesh) JITA Bangladesh Ltd.

JAGDISH REPASWAL (India) MangoSense Technologies

ERIC REYNOLDS (Rwanda) Inyenyeri - A Rwandan Social Benefit Company

GUILHERME SANTA ROSA (Brazil) Fábrica de Aplicativos

SUJAY SANTRA (India) iKure Techsoft (P) Ltd.

ROBBIE SCHINGLER (U.S.) Planet Labs Inc.

SHARON SCHNEIDER (U.S.) Moxie Jean

PETER SCOTT (U.S.) BURN Manufacturing Co.

PATRICIA SENDIN (U.K.) Send_aCity Ltd.

AMY SHENG (U.S.) Cellscope

BRITTANY SIMS (Cambodia) ARTillery Organics Cambodia

VINEET SINGAL (U.S.) Anjna Patient Education

KARAN SINGH (U.S.) Ginger.io

BREN SMITH (U.S.) Thimble Island Oyster Company

ERIC SORENSEN (Haiti) Carbon Roots

ANDREE SOSLER (U.S.) Potential Energy, Inc.

LEAH SPARKS (U.S.) Wildflower Health

ANU SRIDHARAN (India) NextDrop

MELANIE ST.JAMES (U.S.) 1PIE Technologies

LAURA STACHEL (U.S.) WE CARE Solar

ANIM STEEL (U.S.) Real Food Generation

EMILY STONE (Belize) Maya Mountain Cacao Ltd.

WENDY STRGAR (U.S.) Good Clean Love

IOANNIS TARNANAS (Switzerland) Alterniity

PAUL TASNER (U.S.) PulpWorks, Inc.

DAVID TAUMOEPEAU (U.S.) ManaFuel

ROBERT TERRY (U.S.) Smart Catch Technologies, LLC

TRANG TRAN (U.S.) Fargreen

JON UNDERWOOD (U.S.) CloudPay

PEDRO VALDEOLMILLOS (U.S.) BlooSee

NICK VILELLE (U.S.) CAUSE - The PhilanthroPub

MIROSLAV VRANKIC (Croatia) E-GLAS

EVAN WALDEN (U.S.) ReWork

LAURA WEIDMAN POWERS (U.S.) CODE2040

HUGH WHALAN (Ghana) Persistent Energy Ghana

MANUEL WIECHERS (Mexico) Iluméxico

BENJE WILLIAMS (Pakistan) Setu Institute

JANE WILSON (U.S.) The Reset Foundation

DAVID WISTOCKI (U.S.) Ambrosia Global

KATHLEEN WRIGHT (U.S.) Collaborative Group

DANIEL ZOUGHBIE (U.S.) Microclinic Internationa

You can see the complete list of the entrepreneurs on our conference networking site (socap12.pathable.com/#page/SE). There are also lists of this year’s featured entrepreneurs in the Innovation Showcase and Marketplace. We are so glad to welcome them all to the SOCAP family of entrepreneurs.

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THE FUTURE OF IMPACT WITH OMIDYAR NETWORK

NEW AT SOCAP: A LETTER FROM OURCONTENT PRODUCER

THIS YEAR’S THEMES

In 2009, Omidyar Network and SOCAP partnered for the first time. Focusing on one sector - mobile - we brought the most talented entrepreneurs we could find to pitch their ideas at the Mobile Fast Pitch. That day, almost all of the entrepreneurs involved were funded by investors in the room. Together, we’ve continued a journey to serve impact investing by applying a sector lens, exploring opportunities in BoP (Bottom of the Pyramid) Technology in India, and serving as a platform for the launch of Priming the Pump – A Sector-Based Approach to Impact Investing. This year, SOCAP has grown in it’s own approach to supporting the growth of impact in key sectors, putting its stake in Health and Oceans in 2013. Meanwhile, our partners at Omidyar have asked the question, “What’s next? How do we apply the sector-based approach?” They have begun to map the different ways that investors, entrepreneurs, and policymakers can play a role in accelerating the growth of specific industry sectors. At SOCAP13, Omidyar’s Matt Bannick will lead a session revisiting mobile, exploring the related challenges and opportunities for both impact and profit. Stay tuned for exciting efforts they have engaged in regarding the future of international policy efforts to advance impact investing!

As we build the Good Economy together, we attract increasing numbers of dollars, intra- and entrepreneurs, as well as the artists, place-makers, and community leaders who help us make a world we all enjoy sharing and can be proud to hand over to future generations. There is so much important work going on that the Content Team had an enormous challenge to narrow down to the 126 sessions we had at last count. We have tried to bring you a mix of thought-provoking content, whether you are new to the social capital markets or have been investing with a social purpose for many years. We have tried to balance the mix of innovators on the leading edge with the sometimes-less-applauded but oh-so-important people and organizations doing the plumbing and other infrastructure work needed. A few things worth noting about content this year:

• We discovered some facts that have opened our eyes and amazed us, and hope they will inspire and provoke you as well, as we share them throughout the conference.

• We have more content than ever about the role of government in the good economy, and – after the G8 summit and other events – this seems entirely appropriate. We hope you consider how you can engage to shape the future of the role of government.

• Partnerships have always been important, but we are beginning to see public corporations get even more engaged in the social capital markets, at least in partnerships with social enterprises. We are also bringing the public securities markets into the conversation for the first time at SOCAP.

We made a conscious effort to increase the gender diversity of people speaking at SOCAP. We insisted that we have no all-male panels, stretching our networks to engage the women practitioners. It has taken focus, but as of this writing, I believe we have at least one woman on every panel. It is a small but important step, and will enrich both the pool of valuable strangers at SOCAP, and the networks in the social capital markets. Next year, I hope we will build on the gender diversity, and increase our participation among people of color.

On behalf of the entire Content Team, I hope you enjoy SOCAP13. If you don’t have trouble choosing from multiple sessions you want to attend at least once this week, then I haven’t been doing my job.

ELIZABETH (or LIZ) KRUEGERContent Producer, SOCAP13

SOCAP: HEALTHInvesting in Health and Well-Being

SOCAP: OCEANSInvesting in the Link between People & PlanetIn Partnership with the David and Lucile Packard Foundation

SOCAP: Health focuses on new business models and investable opportunities in the social determinants of health (how cultural and societal factors drive well-being). We look at health in a holistic sense of the word – all the elements that go into wellness, MOST of which is NOT about medical care. The challenges and opportunities in the developed and developing world are different, so we have sessions targeted at each, and hope to extract and share innovation across geographies to accelerate better health for everyone.

There is a growing awareness of the connection between our well-being as humans and the health of our oceans. To fuel innovation and attract a broader set of stakeholders, SOCAP has partnered with the David and Lucile Packard Foundation to concentrate on reframing and energizing the current conversation around healthy oceans.

This initiative will empower individuals and organizations from diverse communities to see themselves as agents of change in preserving aquatic ecosystems, coastal livelihoods, and sustainable seafood supply chains. Using a systems approach to the issues facing our oceans and our communities, we can reconceive the challenges in a way that supports that supports existing ocean advocates while inviting imaginative new solutions.

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THIS YEAR’S THEMES CONTINUED SOCAP IS HEADING TO TORONTO TO CONTINUE THE MOVEMENT. JOIN US!

SOCAP: COMMUNITIESPlace-Based Innovation and Development

SOCAP: Communities explores place-based innovation and development through providing examples of multi-dimensional, multi-stakeholder solutions that are applied in communities to generate an economy for good. In a progressively more global and transient society, creating grounded and stable communities is a significant endeavor.

SOCAP: INVESTINGImpact Investing and Philanthropy

SOCAP: MEANINGConnecting Mission to Me

Whether sharing our stories as entrepreneurs or leading others to support our mission, meaning is central to our work. We explore spiritual and non-spiritual aspects of meaning and money, creating community, inspiring others to join our cause, and addressing the challenges of staying the course as we tackle big social problems.

SOCAP: FAITH

In the United States, no important social change has been accomplished without the active involvement of faith leaders: from the emancipation of slaves to women’s suffrage to gay rights. We are exploring the continuation of this historical trend of effective change and are gathering a cohort of faith leaders – imams, rabbis, ministers, and priests – who will be traveling throughout SOCAP13 together and looking to create the good economy in their faith communities when they go home.

SOCAP: ART

This year, SOCAP welcomes artists-as-entrepreneurs, making work on topics like communities, health, social justice, and food systems. These cultural entrepreneurs work as wholly integrated social enterprises, spanning the non-profit and commercial sectors, shifting assumptions, and making change.

SOCAP: OPEN

This year SOCAP opened up. We invited all of you to participate in planning this special convening. Since our inaugural event in 2008, SOCAP has always been built from the collective ideas, stories, and knowledge of our global community. SOCAP: Open is a new platform to more directly harness this collective wisdom. Open allowed anyone with an internet connection to submit, vote for, and comment on sessions you wanted to see at SOCAP13. This was our first formal experiment in participatory conference planning. 120+ submissions, hundreds of comments, and thousands of votes later, our faith and appreciation for this special community has only grown. Not only did the submissions from SOCAP: Open help shape the content coming directly from our program team (three different sessions from SOCAP: Open were lifted by track leads who saw them as an integral part of their track’s story), we saw you all collaborate, merge sessions, and advocate for each other’s work. Thank you! In the end, roughly 20% of this year’s content is coming directly from SOCAP: Open, with 25 sessions coming through to the conference as winners. So, please accept our hearty thank you to everyone who participated in any way shape or form. And a special thank you to our advisory team who thoroughly and thoughtfully supported the judging process: Nick Aster and Jen Boynton (both of Triple Pundit), Lisa Richter of GPS Capital Partners, LLC, and Kari Gray of Impact Hub.

We bring the latest research on impact investing best practices gleaned from experience, as well as new initiatives from both newcomers and experienced participants. We explore innovations in approaches and infrastructure, as well as lessons learned, and even some exits that preserve mission and impact. We look at approaches both generally and using examples within sectors such as Health.

Impact Ontario: March 18, 2014 In Toronto, Ontario, Canada

A partnership between SOCAP, MaRS Centre for Impact Investing, and the Government of Ontario, supported by RBC, Impact Ontario will feature world-leading Canadian investors and intermediaries, world-changing social ventures and a host of international stakeholders.

At SOCAP13, Impact Ontario is showing up to highlight one sector, the burgeoning ed tech space in Ontario where 200+ self-identified ed tech startups cohabit with a venture fund space that has increased threefold in the past 3 years in a $1 trillion education market.

Approximately 10 years ago the Ontario Government invested in creating 14 Regional Innovation Centres (RICs) across the province to support innovators to turn great ideas into globally competitive products and services. Now, Ontario’s entrepreneurial ecosystem is booming.

A highlight of Impact Ontario will be an Impact Venture Fair for local and international investors seeking high quality, high potential impact investment opportunities spanning sustainable food, clean technology, affordable housing, education, and enterprises employing or supporting persons facing barriers to success. Join us in what is sure to be one of the most energy-packed gatherings of 2014 in Toronto: Impact Ontario!

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SESSION DESCRIPTIONS

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1:00 PM / OPENING PLENARY SESSION

2:30 PM / PLENARY SESSION

4:00 PM / PLENARY SESSION 5:30 PM / PARALLEL SESSIONS

2:15 PM

5:15 PM

3:45 PM

REGISTRATION OPENSRegistration Desk

SPECIAL SESSION FOR FIRST-TIME ATTENDEES60 Minute Session / Golden Gate

SPECIAL SESSION FOR FAITH LEADERS60 Minute Session / Marina

SPECIAL SESSION FOR GENDER LENS CHAMPIONS60 Minute Session / Firehouse

ACCELERATING THE GOOD ECONOMY: WELCOMEMeaning Tent (Simulcast in Money Tent)

Rosa Lee Harden / SOCAPKevin Jones / SOCAP

MANAGING IMPACT FOR THE LONG TERMMeaning Tent (Simulcast in Money Tent)

Penelope Douglas / Mission Hub (moderator)Xavier Helgesen / Off.Grid:ElectricMorgan Simon / Transformative Finance Network

THE CHANGING LANSCAPE OF HEALTH: WHAT IT MEANS FOR INVESTORS & ENTREPRENEURS60 Minute Session / Meaning Tent

INDIGENOUS CULTURE & HEALTH60 Minute Session / Money Tent

THE DOCTOR IS OUT: HEALTH HAPPENS WHERE YOU LIVE, LEARN, WORK, AND PLAYMeaning Tent (Simulcast in Money Tent)

LISTENING TO THE LOCAL: MAKING AN IMPACT THROUGH UNDERSTANDING THE COMMUNITY AND THE ECOSYSTEMMeaning Tent (Simulcast in Money Tent)

MAPPING THE BLUE MARKET: OPPORTUNITY AND THE NEW OCEANS ECONOMYMeaning Tent (Simulcast in Money Tent)

BREAKImpact Hub @ SOCAP

BREAKImpact Hub @ SOCAP

BREAKImpact Hub @ SOCAP

CONTINENTAL BREAKFAST / LIGHT LUNCHImpact HUB @ SOCAP

SOCAPHealth

SOCAPHealth

SOCAPCommunities

SOCAPOceans

SOCAPCommunities

9:00 AM

10:30 AM / SPECIAL SESSIONS

TUESDAY, SEPTEMBER 3 TUESDAY, SEPTEMBER 3THINK BIGMeaning Tent (Simulcast in Money Tent)

Sam Duncan / Leapfrog Investments

Douglas Jutte / University of California Berkeley School of Public Health

Cheryl Dahle / Future of FishJeff Leifer / Circadian Media LabDavid McConville / Worldviews Network

Mark Beam / Halloran PhilanthropiesDavid Leventhal / Playa Viva ResortAbigail Sarmac / The Lemelson Foundation

Immense changes in the demographics of health and illness – and in how we treat disease and promote health – are happening both domestically and around the globe. In this panel, the lead partners for SOCAP: Health will discuss this changing landscape, what the future holds for their institutions, and the potential they see for innovators, entrepreneurs, and investors in this vast sector.

Kimberlee Cornett / The Kresge FoundationDavid Erickson / Federal Reserve Bank of San FranciscoKarl Hofmann / PSIAnthony Iton / The California EndowmentRisa Lavizzo-Mourey / Robert Wood Johnson FoundationJames S. Marks / Robert Wood Johnson FoundationDouglas Jutte / UC Berkeley School of Public Health (moderator)

Scientific research says that when a number of indigenous speakers within a community reaches 50%, suicide goes to near 0 in a tribe. The link between cultural revitalization and health is powerful; we can learn from indigenous cultures how to live healthy lives.

Na’alehu Anthony / Oiwi TVTom Hatley / The Center for Native HealthDonna Morton / PrincipiumKevin Jones / SOCAP (moderator)

SOCAPMeaning

SOCAPInvesting

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TUESDAY, SEPTEMBER 3 WEDNESDAY, SEPTEMBER 4ALL HANDS ON DECK: THE BUSINESS OF LIFE AT SEA60 Minute Session / Golden Gate

SOCAPOceans

Life on a fishing boat: it’s more “Deadliest Catch” than “The Love Boat”. Fisher poets and storytellers set the scene, with true tales of seafaring and the daily battles with nature and technology that make transparency and sustainability a challenge. Hope is at hand, though. Innovators and market solutions are stepping in to help bridge the gaps in the supply chain and make the ocean-based economy safer, more sustainable, and more investible.

Andrew Bassford / IPNLF (International Pole and Line Foundation)Maria Finn / AuthorKeith Flett / Open Ocean TradingRob Seitz / FishermanRobert Terry / Smart Catch Technologies LLCCheryl Dahle / Future of Fish (moderator)

Collecting and using community data has never been easier, impact investing is poised to scale programs that work, and pay for success tools are proliferating across the country. Combined, these innovations provide a framework for a new social service paradigm in which successful programs are identified, capitalized, and rewarded for solving our most intractable problems. Hear about what this new paradigm means for you and how to get ahead of the sea change to come.

Antony Bugg-Levine / Nonprofit Finance FundLaura Callanan / UC Berkeley, Haas, Scholar-in-ResidenceVictoria Vrana / Bill & Melinda Gates FoundationCathy Clark / Center for Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of Business (moderator)

FREE PLAY

Explore San Francisco! There’s no content scheduled this evening so that – on your own or with others – you can feel free to choose your own adventure in this beautiful city.

BREAKFASTImpact Hub @ SOCAP

Meaning Tent (Simulcast in Money Tent)

MISSION IN A BOTTLE

Seth Goldman / Honest Tea

THIS IS IMPACT INVESTING: MYTH-BUSTING AND NEW DIRECTIONS

Cathy Clark / Center for Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of BusinessJed Emerson / ImpactAssetsBen Thornley / Insight at Pacific Community Ventures

ARMCHAIR DISCUSSION

Kevin Jones / SOCAPVineet Rai / Aavishkaar

THE ROLE OF GOVERNMENT IN IMPACT INVESTING

Jonathan Greenblatt / White House Office of Social Innovation and Civic ParticipationMatt Bannick / Omidyar Network

6:30 PM

7:30 AM

8:45 AM / PLENARY SESSION

10:30 AM

10:45 AM / PARALLEL SESSIONS

BREAKImpact Hub @ SOCAP

WHAT’S NEXT: EVIDENCE-BASED PRACTICE, IMPACT INVESTING, & PAY FOR SUCCESS COLLIDE60 Minute Session / Meaning Tent

SOCAPHealth

SOCAPInvesting

MAKING WAVES IN CALIFORNIA’S BLUE ECONOMY60 Minute Session / Money Tent

DISRUPTIVE INVESTING IN HEALTH60 Minute Session / Southside Theater

SOCAPOceans

SOCAPHealth

SOCAPOpen

SOCAPInvesting

The multi-trillion dollar ecosystem services provided by the ocean are at risk from overfishing, pollution, coastal sprawl, and climate change. But in California many of these issues are being effectively addressed through public engagement and private investment in the state’s massive blue economy. This panel will reflect the diverse and enterprising interests that make California a world model for both economic and technological innovation as well as marine conservation.

Jenifer Austin-Folkes / Google Ocean ProgramJason Scorse Ph.D / Center for the Blue Economy - Monterey Institute of International StudiesLiz Taylor / Deep Ocean Exploration and Research (DOER)David Helvarg / Blue Frontier Campaign (moderator)

U.S. per capita health care expense far exceeds its developed nation peers, while its outcomes lag and show persistent disparity by income and ethnic group. Impact investors are backing disruptive innovations that are improving health access, quality, and outcomes, while often significantly reducing cost. How are investors sourcing their deals? What is the pathway for entrepreneurs who are generating the deals? How can we accelerate needed innovation?

Meredith Barrett / AsthmapolisPablo Bravo / Dignity HealthMargaret Laws / California Healthcare FoundationLisa Richter / GPS Capital Partners (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 3736

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4BUILDING MARKETS: SCALING UP THE IMPACT OF SOCIAL CAPITAL60 Minute Session / BATS Theater

FRAMEWORK FOR DEVELOPING AND LOCALIZING INNOVATION ECOSYSTEMS60 Minute Session / Golden Gate

WHAT DOES THE LEAN STARTUP LOOK LIKE FOR THE SOCIAL SECTOR?60 Minute Session / Marina

ORGANIZING FOR CHANGE60 Minute Session / 260C

WHY CARE ABOUT SUBSIDIES?60 Minute Session / Firehouse

IMPACT INVESTING AND SPIRITUAL BELIEF: BREAKING THE CYCLE OF PERSISTENT POVERTY60 Minute Session / Fleet

SOCAPInvesting

SOCAPCommunities SOCAP

Open

SOCAPMeaning

SOCAPWildcard

SOCAPMeaning

SOCAPInvesting

Explore ways to achieve scaled impact by taking a broader, markets-based approach to deploying social capital. This means looking beyond the venture level to strengthen supply chains, improve sector-wide knowledge, and take other steps to support growth across a whole market. Following on last year’s ‘Blueprint to Scale’ session, this panel benefits from research for Monitor Deloitte’s forthcoming ‘Building Markets’ study. Other panelists will share experiences from different sectors and market-building approaches.

Amy Klement / Omidyar NetworkHarvey Koh / Monitor DeloitteGina Lagomarsino / Results for Development InstituteLisa Monzón / The David and Lucile Packard FoundationLouis Boorstin / Independent Consultant (moderator)

An overall approach for building innovation ecosystems ranges from policy setting to mentoring programs, financing, and design thinking. Panelists will present their experiences of how this ecosystem framework should be adapted to local contexts based on resources available. The panel will include examples from a broad set of regions including the U.S. and emerging market countries, and the lessons learned from each context.

Loïc Comolli / NESsTAbigail Sarmac / The Lemelson FoundationArjuna Costa / Omidyar Network (moderator)

What happens you take a popular methodology from the tech world, and apply it to social good organizations? In this panel we’ll explore ways the social sector can use ‘Lean Startup’ principles to help achieve their social mission. We’ll hear from leaders from non-profit, social enterprise, and foundations, to learn about how they’re using Lean, and you’ll learn the keys to using these principles with your own team.

Neil Derick Debevoise / Inspiring CapitalChristie George / New Media VenturesMegan Kashner / BenevolentLeanne Pittsford / Lean Impact (moderator)

Who is acting as the lobbyist for the economy of our great-grandchildren? What role does mobilizing social change and advocacy play in the new economy? Who will be the organizers for a marketplace that generates positive outcomes for all people and all places? This session will explore the role of advocacy and mobilization by learning from those who have dedicated their lives to catalyzing social movements.

Lisa Sharon Harper / SojournersBetsy Hoover / 270 StrategiesBeth Strachan / Metropolitan GroupTim Soerens / Parish Collective (moderator)

Government subsidies in various forms affect our ability to accelerate the Good Economy – sometimes helping, sometimes hindering progress, whether as investors or entrepreneurs. Panelists will use examples of subsidies in action across multiple sectors, and discuss how to frame when subsidies should be used, and when to eliminate them, and the role that we can play in advancing a good economy framework.

Gar Alperowitz / University of MarylandMary Berry / The Berry CenterGinger Lew / Enduring Hydro, Former White House AdvisorDavid Levine / American Sustainable Business CouncilMark Newberg / 5 Stone Green Capital (moderator)

Every great religious tradition is built upon the belief that success and personal accomplishment are sought not for power, but rather for a greater good. We believe you can extend this tradition to create new economic models of prosperity by leveraging both human and financial capital. This panel will discuss how the intersection of impact investing and spiritual belief can create enterprises that help break the cycle of persistent poverty.

Radha Basu / Anudip FoundationJohn Bloom / RSF Social FinanceSal Giambanco / Omidyar NetworkRicardo Levy / AuthorBarbara Sargent / Kalliopeia FoundationThane Kreiner / Santa Clara University (moderator)

BIG DATA FOR BIG IMPACT: SCALING A NEW TYPE OF PHILANTHROPY60 Minute Session / 370C

SOCAPInvesting

SOCAPOpen

The potential of Big Data to create social impact is immense. In this discussion, we will explore how social capital practitioners can leverage this new movement by looking for: ways to demystify Big Data for social capital practitioners; effective open source infrastructure and governance mechanisms to enable higher proliferation of Big Data for impact; and levers to encourage greater collaboration around Big Data in the social capital industry.

Harsha Angeri / Bosch IndiaDaniel Newman / MapLightRobbie Schingler / Planet LabsGary Wolf / Quantified Self, WiredNisha Dutt / Intellecap (moderator)

NEW FRONTIERS IN AQUACULTURE60 Minute Session / 362C

SOCAPOceans

New methods and technologies for farming fish are breaking the way for sustainable aquaculture with exciting potential. As wild fisheries reach their maximum annual output, the development of responsible fish cultivation is critical. This new wave of aquaculture, which innovates away from the negative side effects, holds promise for global future food security and community resilience.

Kenny Belov / TwoXSea and FISH RestaurantKatherine Bostick / Fair Trade USADr. Phillip David / SweetSpring SalmonZack Porter / Proteus Environmental TechnologiesMike Velings / Aqua-Spark

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 3938

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4

A NUN, A PRIEST, A BANKER, AND A PHILOSOPHER …60 Minute Session / Money Tent

SOCAPMeaning

Even when we know we need to connect our money to our values, we don’t always do it. We make choices every day to “do the right thing” ... or not. Join this session as our panelists explore why doing the right thing is sometimes not what we do. And how we can do better.

Jodi Halpern / UC Berkeley School of Public HealthSister Lillian Murphy / Mercy HousingTim Mitchell / Church of the Advent, Louisville, KYVince Siciliano / New Resource BankDavid Erickson / Federal Reserve Bank of San Francisco (moderator)

FORGING A PATHWAY TO COLLABORATIVE FINANCE IN MEDICAL RESEARCH60 Minute Session / 205C

FINDING DEALS AND FINDING CAPITAL IN THE OCEANS SECTOR60 Minute Session / BATS Theater

SOCAPHealth

SOCAPOceans

SOCAPOpen

SOCAPInvesting

Donor fragmentation has posed a pervasive challenge across philanthropic initiatives. Whereas focusing on investment coordination has improved many fields, medical research investing still remains disorganized. The emergence of medical venture philanthropies has streamlined the funding of much-needed therapies; however, the progressive practices of this minority of innovators have yet to permeate the broader investment community. How can we better coordinate donations and investments in medical research in order to create fluid finance pipelines across diseases?

Keting Chu / Leukemia and Lymphoma SocietyMiyoung Chun / The Kavli FoundationMelissa Stevens / FasterCures (moderator)

Are there enough deals in the Oceans Sector to build a portfolio? Finding deals and finding capital for ocean sustainability can be challenging, however, several innovative funds and projects have developed to fill this gap. The lessons learned from these experiences can be applied to any expanding impact sector and will help impact investors and entrepreneurs with interest in oceans to find investable deals and partners.

Richard Clime / Coastal Enterprises, Inc (CEI)Phoebe Higgins / Environmental Defense FundNeel Inamdar / Fund ManagerMonica Jain / Fish 2.0Lisa Monzón / The David and Lucile Packard Foundation (moderator)

11:45 AM

BREAK Impact Hub @ SOCAP

12:15 PM / PARALLEL SESSIONS

A group of individuals discuss why they’re investing for impact, and how they’re working to attract more investors and more assets, each in different ways.

Jean Case / Case FoundationRon Cordes / Cordes FoundationJim Sorenson / Sorenson Impact FoundationKatherine Fulton / Monitor Deloitte (moderator)

MOVING BEYOND THE PIONEERS60 Minute Session / Meaning Tent

SOCAPInvesting

Organizations on the leading edge of health and data will delve into new ways data is being collected, de-identified and shared to advance health and medical care. Learn more about the potential benefits and stumbling blocks for using big data in health for good, including examples from an integrated care provider, NGO, and entrepreneur.

Chris Fulcher / Center for Applied Research & Environmental Systems (CARES), University of Missouri - ColumbiaMichael Johnson / Utility for Care Data Analysis, Kaiser PermanenteTyler Norris / Center for Total Health, Kaiser PermanenteJean Nudelman / KP NCAL Community Benefit Programs, Kaiser PermanenteKaran Singh / Ginger.io

HOW BIG DATA IS ENABLING INNOVATIVE APPROACHES TO IMPROVING HEALTH AND WELLNESS60 Minute Session / Southside Theater

SOCAPHealth

HEALTHY OCEANS, HEALTHY COMMUNITIES60 Minute Session / Golden Gate

SOCAPOceans

SOCAPHealth

The well-being of our communities is directly related to the health of our oceans. For coastal communities, a thriving ocean can provide essential services through food commerce and recreation. This panel will investigate people and programs that connect people to the ocean, whether through the humble vehicle of a nutritious seafood dinner or a nationwide prescription to eat more anchovies. Saving the oceans goes hand-in-hand with preserving our own well-being.

Patricia Majluf / Centre for Environmental Sustainability, Cayetano Heredia UniversityMicah McCarty / First StewardsBarton Seaver / Center for Health and the Global Environment at the Harvard School of Public HealthCheryl Dahle / Future of Fish (moderator)

FROM OAXACA TO PERU: CASE STUDIES OF LOCAL INNOVATION ECOSYSTEMS60 Minute Session / 260C

SOCAPCommunities

This panel will present two case studies of successful place-based ecosystems that have been developed to foster social innovation. One of the case studies is from Peru, a country with one of the lowest invention indices in the world, where NESsT is working with multiple stakeholders to foster local investment and talent development for innovation. The other case study is from Oaxaca, Mexico, where Halloran Philanthropies uses a city-wideapproach to promote social innovation and entrepreneurship.

Mark Beam / Halloran PhilanthropiesMónica Vásquez del Solar / NESsTLiz Ogbu / Center for Art and Public Life at California College of the Arts (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 4140

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4HIGH GROWTH PARTNERSHIPS BETWEEN SOCIAL ENTERPRISES AND GLOBAL CORPORATIONS60 Minute Session / Marina

THE EDUCATION INNOVATION CLUSTER IN ONTARIO60 Minute Session / 370C

FAIL LESS, WIN MORE: IMPORTANT LESSONS FROM THE LEAN LAUNCHPAD90 Minute Session / Fleet

SOCAPWildcard

SOCAPCommunities

SOCAPWildcard

The panel will present and highlight examples of successful partnerships between corporations & social enterprises that have led to rapid growth and scaling of impact. Panelists from both corporate and social enterprise perspectives will discuss the partnership’s successes, how the collaboration developed, key challenges encountered, lessons learned, and best practices for others to learn from.

Hortensia Contreras / Grupo BimboNobuyuki Otsuka / Inter-American Development BankAdam Park / Exponent PartnersJenny Everett / ANDE (moderator)

As one of the highest performing education systems in the world, Ontario has emerged over the past few years as a hotbed for social entrepreneurs creating scalable innovations for the education market. Hundreds of tech startups and non-profits are working on ventures focused on innovative pedagogy, systems change, curriculum reform or direct-to-parent applications. In Ontario, for-profit startups and non-profits work together in a tightly-knit cluster, to share resources, advice, and networks.

Graeme Barlow / RocketOwl Inc.Gonzalo Riva / Twenty One ToysKrista Jones / MaRS Discovery District (moderator)

CEOs and managers are adopting strategies from the Lean LaunchPad. Pioneered by Steve Blank, these concepts draw upon insights gained from years of studying how startups thrive or fail. This workshop is not about how to write a business plan. Instead, we will explore new techniques that can help you leapfrog traditional business planning for a more agile approach to business modeling, ‘customer’ discovery, and teaming that help an enterprise pivot and scale rapidly.

Jim Hornthal / LaunchPad Central

FOR UNACCREDITED INVESTORS ONLY: WHAT IMPACT INVESTING MEANS TO THE REST OF US60 Minute Session / 362C

SOCAPInvesting

SOCAPOpen

What would happen if impact investments existed for every American, not just accredited investors? A short presentation on the latest in impact investments for unaccredited investors will preface a panel of unaccredited investors discussing trends, predictions, and goals for impact investing for everyone.

Brahm Ahmadi / People’s Community MarketBilly Parish / MosaicCasey Dilloway / Community Sourced Capital (moderator)

1:15 PM

1:30 PM

LUNCHImpact Hub @ SOCAP

MOBILE FAST PITCH SPONSORED BY VODAFONE AMERICAS FOUNDATION60 Minute Session / Golden Gate

We’ve brought back our successful Mobile Fast Pitch lunch session this year in partnership with Vodafone Americas Foundation! Join us to see 6 rapid-fire presentations by game-changing mobile solutions poised for tremendous impact and growth.

THE GOOD ECONOMY: WORKING WITH AND WITHOUT SUBSIDIES60 Minute Session / Firehouse

SOCAPWildcard

Building on the ‘Why Care about Subsidies?’ session at 10:45, this session goes deeper into subsidies at work, both as opportunities and barriers. Interact with experts as they dig into sector-specific questions and examples participants have. Intended to be a highly-interactive session, this session allows participants to get into opportunities to leverage subsidies at work, and to identify areas for policy advocacy.

Gar Alperowitz / University of MarylandMary Berry / The Berry CenterGinger Lew / Enduring Hydro, Former White House AdvisorChris Lunt / U.S. Department of Health & Human ServicesMark Newberg / 5 Stone Green CapitalDavid Levine / American Sustainable Business Council (moderator)

2:45 PM / PARALLEL SESSIONS

PRIMING THE PUMP IN ACTION: A SECTOR-BASED DISCUSSION ON MOBILE IMPACT60 Minute Session / Meaning Tent

SOCAPInvesting

You’ve heard all the buzz about mobile, whether it’s m-health, m-agri, or beyond. But these solutions may fail to reach the huge populations they can benefit. Join us for a discussion on what’s holding back mobile impact and where to find today’s leveraged opportunities for both impact and profit. Continuing the conversation about sector-based approaches to impact investing, Omidyar Network’s Matt Bannick will moderate the discussion to show how investors, entrepreneurs, and policymakers can each play their part to grow the industry as a whole.

Maya Chorengel / Elevar EquityCorina Gardner / GSMAFaith Sedlin / Range NetworksMatt Bannick / Omidyar Network (moderator)

FINANCING HEALTH INFRASTRUCTURE IN THE DEVELOPING WORLD60 Minute Session / Money Tent

SOCAPHealth

SOCAPInvesting

In most developing countries, health systems cannot adequately cater to the growing demand for medical care due to a critical lack of infrastructure. For instance, Africa has less than one hospital bed per thousand people compared to a global average of 3.6. The paucity of related infrastructure creates a barrier to the effective deployment of resources, public or private. The panel will explore how to mobilize impact investment to bridge the gap in critical health infrastructure.

Monique Dolfing / Medical Credit FundRichard Greenberg / Overseas Private Investment Corporation (OPIC)Mirza Jahani / Aga Khan Foundation-USAJenny Yip / Bill & Melinda Gates Foundation John Simon / Total Impact Advisors (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 4342

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4

THE AFFORDABLE CARE ACT: OPPORTUNITIES AND PITFALLS FOR INNOVATION AND INVESTMENT60 Minute Session / BATS Theater

PLACE MATTERS: WHY RESILIENT LOCAL ECONOMIES ARE MORE IMPORTANT THAN EVER60 Minute Session / 260C

STRUCTURING FUNDS, SHAPING MARKETS, DELIVERING IMPACT: OPPORTUNITIES AND CONSTRAINTS IN DESIGNING IMPACT FUNDS120 Minute Session / Firehouse

THIS IS IMPACT INVESTING: THE INNER WORKINGS OF 15 OUTSTANDING FUNDS AND THE PRACTICES THEY SHARE120 Minute Session / Fleet

ARE YOU MISSING AN OPPORTUNITY? U.S. COMMUNITY DEVELOPMENT FINANCING FOR HEALTHY COMMUNITIES60 Minute Session / Golden Gate

SOCAPHealth

SOCAPMeaning

SOCAPOceans

SOCAPHealth

SOCAPInvesting

SOCAPInvesting

SOCAPInvesting

SOCAPInvesting

SOCAPInvesting

The Affordable Care Act represents the largest transformation of the American health and medical care industry in three-quarters of a century. What exactly is Obamacare and what is it not? With $2.7 trillion dollars in annual spending at stake, this panel will explore the nooks and crannies of the Affordable Care Act and highlight the substantial opportunities, as well as potential pitfalls, that exist for innovators and investors within this complex and sweeping legislation.

Margaret Laws / California HealthCare FoundationChris Lunt / U.S. Department of Health & Human ServicesSteven Shortell / University of California Berkeley School of Public Health Brian Smedley / Joint Center for Political and Economic StudiesPeter Long / Blue Shield of California Foundation (moderator)

One of the most direct ways to create a new economy is to begin right where we are. By investing in our neighborhoods, cities, and bioregions, a movement is growing that connects social capital with financial resources. Join these pioneering leaders who are curating 21st century opportunities for empowering our local economies and creating a resilient future.

James Frazier / Local Investing Resource CenterJenny Kassan / Cutting Edge CapitalRachel Maxwell / Community Sourced CapitalVince Sicilano / New Resource BankAndrew Rodriguez / Domestic Markets Scout (moderator)

How might we design funding structures that could provide cost-effective, timely, and appropriate types of capital to marine-based businesses? Other impact sectors offer lessons, challenges, and opportunities that can be learned from to build scalable investment fund mechanisms for the ocean. Join us to discuss where the market is aligned or not aligned, and what changes are required on the fund side to more efficiently aggregate and deploy capital in the developing ocean marketplace.

Neel Inamdar / Fund manager (moderator)

We need to rethink everything about successful impact investing: from our understanding of the field, to the way we measure success, and the roles of public, philanthropic, and mainstream financial players. Researchers will facilitate an in-depth, case study-driven exploration of the myths presented on the plenary stage. The session will be highly interactive, including opportunities for extensive audience participation. The session will be oriented to experienced impact investors.

Mildred Callear / SEAFMaya Chorengel / Elevar EquityCathy Clark / Center for Advancement and Social Enterprise (CASE) at Duke University, Fuqua School of Business Jed Emerson / ImpactAssetsPaula Goldman / Omidyar NetworkTed Levinson / RSF Social FinanceJennifer Pryce / Calvert FoundationVineet Rai / AavishkaarBen Thornley / InSight at Pacific Community Ventures

The U.S. Community Development financing industry has been alive and well for years, but impact investors and entrepreneurs may not be aware of the potential. Hear from participants who have made the partnership work, as they describe examples of how they apply best practices and leverage policy to create healthy communities, including new opportunities through the Affordable Care Act.

Nancy Andrews / Low Income Investment FundKeith Bisson / CEICynthia A. Parker / Bridge HousingCalvin Holmes / Chicago Community Loan Fund (CCLF)John Moon / Federal Reserve Bank of San Francsico (moderator)

Environmental services markets have a long history, but sometimes a not-so-happy story. On a planet facing limits, there is a sense of urgency that “we need to get this going” and there are actually $100s of millions in transactions happening. Using the experience of The Freshwater Trust as a touch point, this session explores the pre-market requirements with agency partners and the role of philanthropic capital and impact investments in bringing the evolving environmental services market to scale.

Ben Grumbles / U.S. Water AllianceAnn Mills / U.S. Department of AgricultureSusan Phinney Silver / The David and Lucile Packard FoundationJoe Whitworth / The Freshwater TrustDan Winterson / Gordon and Betty Moore FoundationDave Chen / Equilibrium Capital (moderator)

THE ROLE OF IMPACT INVESTMENTS IN CREATING A SCALABLE ENVIRONMENTAL SERVICES MARKET – THE ROGUE RIVER EXAMPLE60 Minute Session / Southside Theater

SOCAPInvesting

MORE THAN MCDONALDS: THE OPPORTUNITY TO FRANCHISE HEALTHCARE60 Minute Session / Marina

SOCAPHealth

SOCAPOpen

Can health care in the developing world be transformed by the methods that made McDonalds succeed? Franchising may be a dirty word in developed markets, but its benefits of quality control, brand recognition, standardization, and cost control are sorely needed in emerging markets. From maternal hospitals to vision care, family planning to community health, our panel of pioneers is harnessing the power of franchising to improve access to health products and services among those most in need.

Patricia Atkinson / Marie Stopes InternationalPeter Eliassen / VisionSpringKarl Hofmann / Population Services International (PSI)Karen Pak Oppenheimer / World Health PartnersNick Pearson / Jacaranda HealthChuck Slaughter / Living Goods (moderator)

CRACKING THE CORPORATE NUT: NAVIGATING BOTTLENECKS & CHALLENGES OF WORKING WITH GLOBAL CORPORATIONS60 Minute Session / 370C

SOCAPWildcard

Learn how impact investors, social enterprises, foundations and development organizations can better collaborate with corporations. Panelists from corporations and their private sector advisors will discuss how they have successfully navigated the corporate hierarchy to develop cutting-edge initiatives that align core business objectives with impact, what programs or approaches have gotten traction internally and why, and where they have faced internal bottlenecks around working with social enterprises, impact investors, and development organizations.

Scott H. Flood / Lakeland Ventures DevelopmentPatricia Chin-Sweeney / I-DEV International (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 4544

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4

GOVERNMENT MATTERS: SCALING THE IMPACT ECONOMY60 Minute Session / BATS Theater

SOCAPOpen

Ever wondered whether government has a role to play in the impact economy? We believe that impact investors , entrepreneurs, and field builders must understand what government can do to grow the space. Please join us for a discussion on specific policy levers at government’s disposal and why they matter to you.

Ross D. Rocketto / Deloitte GovLabShrupti Shah / Deloitte GovLabSonal Shah / Case FoundationRob Terrin / Deloitte GovLab3:45 PM

4:00 PM / PARALLEL SESSIONS

BREAK

DOING WELL BY DOING GOOD: WAYS OF INVESTING IN GLOBAL HEALTH60 Minute Session / Meaning Tent

PLATFORM COMMUNITIES AS OPPORTUNITIES FOR INVESTMENT AND INNOVATION60 Minute Session / Southside Theater

SOCAPHealth

SOCAPHealth

SOCAPInvesting

SOCAPInvesting

The global health investment landscape is undergoing remarkable changes. Traditional government funders, critical to taking interventions to scale, are making cross-sectoral partnerships to solve global health challenges. Corporations, foundations, and impact investors invest in innovative, sustainable, and replicable solutions that– when proven effective – attract government funding, which can then provide continuity and take solutions to scale. Panelists will discuss their roles in this new era of investment and opportunities for pioneering and leveraging these investments.

Wendy Taylor / USAIDTBA / Acumen FundTBA / Bill & Melinda Gates FoundationTBA / Monitor DeloitteTBA / Unilever Foundation Karl Hofmann / PSI (moderator)

Where people live has a profound impact on their health. Recognizing the strong link between health and place, this panel highlights early successes in comprehensive neighborhood-based efforts to improve community health. We will discuss specific “Platform Communities” where the panelists’ organizations have developed strong ties through years of engaging civic leaders, health institutions, and community-based organizations and by providing capital and capacity-building. These communities provide a foundation for social investors and entrepreneurs to build on.

Amy Chung / Living CitiesMargaret Gee / Bay Area LISCTony Iton / The California EndowmentCarol Redmond Naughton / Purpose Built CommunitiesKevin Boes / Local Initiatives Support Corporation (LISC) (moderator)

Impact investing continues to gain momentum and attention in the market. This panel will discuss the state of impact investing including key forces creating the investment opportunity for financial, social, and environmental return; an overview of the landscape of players; key successes, opportunities, and barriers to scale; as well as an industry outlook. This session is designed for those new to impact investing and those more experienced in the practice.

Julia Sze / Sonen CapitalPaul Richardson / Renewal FundsFran Seegull / ImpactAssets (moderator)

IMPACT INVESTING IN 2013: THE STATE OF THE FIELD60 Minute Session / Money Tent

SOCAPInvesting

CROSSING THE CHASM IN IMPACT INVESTING: FROM EARLY ADOPTERS TO MAINSTREAM PRACTICE120 Minute Workshop / TBD

SOCAPInvesting

An interactive workshop on how to move from early adopters to mainstream acceptance in impact investing, this session will address questions such as: What is the pitch to investors? Do we need a new rallying cry? What needs to be built within the ecosystem? Most importantly, how can we move from talk to action?

Sean Greene / Case FoundationSonal Shah / Case Foundation

400PPM OF CO2 AND STILL RISING – NOW WHAT?60 Minute Session / 362C

SOCAPMeaning

SOCAPOpen

How are our family, friends, and community going to survive the increasingly likely coming global meltdown? We will look unflinchingly at the elephant in the room: huge superstorms, extensive water and food production disruptions, epidemics, and collapse of financial, governmental, and social systems. Then through a guided exercise, we’ll talk about strategies to confront and manage risk. Finally, we will discuss what leadership looks like in a VUCA (Volatile, Uncertain, Chaotic, Ambiguous) environment.

Jamais Cascio / Institute for the FutureMadeleine Lansky, MD / UCSF Department of Psychiatry and San Francisco Center for PsychoanalysisJessica Margolin / Actionable Analysis

INNOVATIONS IN CAPACITY DEVELOPMENT FOR SOCIAL ENTERPRISES60 Minute Session / 260C

SOCAPOpen

Those of us who work to help social entrepreneurs scale their ventures and increase their impact must continually innovate our programs in response to a changing landscape. In this panel session, we will look at how our programs have evolved and, more importantly, how they need to adapt to the needs of the next generation of social enterprises.

Ross Baird / Village CapitalPR “Guns” Ganapathy / SEED-A Villgro InitiativeAndrew Lieberman / Global Social Benefit Incubator, Santa Clara UniversityTeju Ravilochan / Unreasonable InstituteCassandra Thomassin / Global Social Benefit Incubator, Santa Clara UniversityDrew von Glahn / World Bank Development Marketplace

INVESTING IN WOMEN60 Minute Session / Golden Gate

SOCAPMeaning

SOCAPInvesting

Around the world a common refrain is echoing from just about every sector of society: if we don’t invest in women we all lose. These investments will certainly require the investment of our money. But, our time and attention are just as important. As these investments become shared cultural values, a profoundly more hopeful future is possible. Join us for a lively discussion with leaders who are shaping the conversation we need to have.

Patricia Farrar-Rivas / Veris Wealth PartnersGina Glantz / Harvard Kennedy SchoolJennifer John / Criterion InstituteWhitney Smith / Girls for a ChangeDonna Morton / Principium (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 4746

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4

GOING DEEPLY LOCAL TO BUILD FOR THELONG TERM60 Minute Session / Meaning Tent

A CAPITAL STORY: LEVERAGING RESOURCES ACROSS THE SPECTRUM60 Minute Session / Money Tent

SOCAPCommunities

SOCAPInvesting

SOCAPInvesting

PlayaViva (a luxury ecological resort in Mexico) and Farmerline (a platform that increases information access for small hold farmers in Ghana) might seem like odd bedfellows. However, they share the same key design principles of using a mix of technology and anthropology in service of understanding the needs of their respective communities. Supported by local people, these offer a roadmap to long-term benefit for people and planet.

Alloysius Attah / FarmerlineMark Beam / Halloran PhilanthropiesDavid Leventhal / Playa Viva LLCAbby Sarmac / The Lemelson Foundation

Explore the different types of capital in the impact economy (equity, grants, loans, and beyond), and how they might be layered together, on specific projects, to drive impact forward. Using real world examples, both successful and unsuccessful, we will look at how impact capital has been brought together before, and engage with the audience to discover new ways to leverage it in the future.

Cynthia Muller / Arabella AdvisorsNancy Pfund / DBL InvestorsFran Seegull / ImpactAssetsJackie VanderBrug / U.S. TrustMark Newberg / 5 Stone Green Capital (moderator)

INNOVATIONS IN LOCAL CAPITAL MARKETS60 Minute Session / 370C

VALUING OUR LARGEST NATURAL RESOURCE60 Minute Session / Marina

SOCAPInvesting

SOCAPInvesting

SOCAPOpen

SOCAPOceans

Explore the emerging local capital markets ecosystem and learn how communities can unlock previously inaccessible sources of funding. We will share real-world successes with Direct Public Offerings, local investing networks, local crowdfunding, and more. Whether you are a business owner interested in raising money, or a community member who wants to put more money to work close to home, you will find plenty of inspiration, tools, connections, and models to take home at this session.

Jenny Kassan / Cutting Edge CapitalKonda Mason / Impact Hub OaklandAmy Pearl / ChangeXChange NWJames Frazier / Local Investing Resource Center (moderator)

How can we place a monetary value on the myriad benefits oceans deliver? Whether shoreline protection provided by an oyster reef, tourism generated by a scenic cove, or the fish habitat provided by a bed of coral, we know that what gets measured matters. Once an ecosystem service has a dollar value, it can be traded, bought, sold, or even financed. This session looks at opportunities and barriers for using valuation to drive conservation and restoration.

Kristofor Lofgren / Bamboo SushiKatherine Short / F.L.O.W CollaborativeJames Tansey / ISIS, Saunder School of Business, University of British ColumbiaGretchen Daily / Stanford Woods Institute for the Environment, Center for Conservation Biology and Department of Biology, Stanford University (moderator)

5:00 PM

5:30 PM / PARALLEL SESSIONS

BREAKImpact Hub @ SOCAP

DUE DILIGENCE: A CRITICAL LOOK AT THE FINER ASPECTS60 Minute Session / 362C

An interactive workshop focused on the importance of effective due diligence in impact investing. Often times, due diligence is not given proper respect and this shortfall causes potential wrong investments. In the session, we’ll look at the importance of sector awareness among service providers, impact funds perspective, differences between mainstream businesses and impact investing, aspects of risk, bottlenecks, opportunities and reviewing beyond spreadsheets.

Isabelle Hau / Omidyar NetworkAudrey Selian / Artha Networks, Artha InitiativeAnuj Sharma / ASCo

SOCAPInvesting

SOCAPOpen

SRI AND ESG INVESTING: BRINGING THE PUBLIC MARKETS TO IMPACT60 Minute Session / Golden Gate

SOCAPInvesting

Are SRI and ESG investing in the financial capital markets an integral part of impact investing? Join key leaders in exploring how public debt and equity investing can move the dial on the world’s most pressing problems.

Steve Falci / Kleinwort Benson InvestorsKristin Hull / Nia Community FundJoe Keefe / Pax World Management LLCSteve Schueth / First Affirmative Financial Network (moderator)

IMPACT INVESTORS DIPPING A TOE IN THE OCEAN60 Minute Session / Southside Theater

SOCAPInvesting

SOCAPOceans

Impact investors who have traditionally worked in sectors such as food and agriculture, clean tech, climate change, and poverty reduction discuss how their experiences in these arenas can be applied in the oceans sector. Panelists will discuss what they learned while working with their first deals in the ocean sector, where they found they could add value, what was surprising, and how their work in the oceans sector compares to work in other sectors.

Aaron Enz / Watershed Capital Group Taryn Goodman / RSF Social FinanceMonica Jain / Fish 2.0Beau Seil / Unitus ImpactMike Velings / Aqua-Spark

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 4948

WEDNESDAY, SEPTEMBER 4WEDNESDAY, SEPTEMBER 4TEACHING JOHNNY TO EAT JUNK FOOD60 Minute Session / 260C

SOCAPHealth

SOCAPCommunities

Sara Lee Foodservice hawks a whole grain blueberry pancake wrapped around a Jimmy Dean sausage to schools for children’s lunch. The food item that Jon Stewart pokes fun at is made “healthy” with whole grains and thus suitable for school meals. Fixing school lunch is about more than nutritious food, and it’s the most direct route to improving the health of the nation.

Sarah Fritchner / Louisville Farm to TableHaile Johnston / Common MarketAnim Steel / Real Food Generation

INVESTING IN WORKERS: COOPERATIVES AND EMPLOYEE-OWNED COMPANIES AS HIGH-IMPACT INVESTMENTS60 Minute Session / Marina

SOCAPInvesting

SOCAPOpen

Worker and employee-owned companies measurably benefit workers and their communities, have low default rates, and perform better than traditional companies, making them an ideal addition to impact investment portfolios. Given these benefits, why are they barely on the radar of impact investors? It’s time they should be. Investments can be direct or through professional funding intermediaries, generally using non-control vehicles including subordinated debt, warrants, preferred equity, and other instruments to be discussed during this panel.

Camille Kerr / National Center for Employee Ownership (NCEO)Christopher Mackin / American Working Capital (AWC)Brendan Martin / The Working World

NEW WORK ECOLOGY: CROSSING THE BOUNDARIES OF PLACE, BEHAVIOR, WORK, AND LIFESTYLE TO TRANSFORM YOUR COMMUNITY60 Minute Session / Fleet

SOCAPCommunities

3rd Space, Flexspace, Coworking, Modular, Pop-up, Making, Collaborative, Creative, Innovative, and Interactive: places that move beyond the simplistic boundary of work and life. Place is more important than ever, not only for building good companies, but for nurturing people and communities. What does this mean for organizations and communities and how do you transform your organization through intentional place-making towards your mission? Panelists discuss the way they’re designing and investing for engagement and transformation.

Cheryl Duvall / AvancéTim Freundlich / Impact Hub Bay AreaJason Goodman / 3rd Ward Ellie Rogers / Herman Miller

FIGHTING POVERTY THROUGH “COMMUNITY QUARTERBACKS”: HOW SMALL INVESTMENTS IN INTEGRATED, CROSS-SECTOR NEIGHBORHOOD REVITALIZATION CAN YIELD BIG RESULTS60 Minute Session / 370C

SOCAPHealth

SOCAPInvesting

Your zip code is more important than your genetic code in determining your health and life chances. But the efforts to improve zip codes / neighborhoods are uncoordinated. Investing in coordinating entities – “community quarterbacks” – is the most effective way to harmonize multiple programs and services. A few quarterbacks do this work but they lack capital. Relatively small quarterback investments could leverage existing investments in health, education, affordable housing, and more in powerful new ways with dramatically improved outcomes.

Angela Blanchard / Neighborhood Centers Inc.Heather McLeod Grant / McLeod-Grant AdvisorsJohn Moon / Federal Reserve Bank of San FranciscoCarol Naughton / Purpose Built CommunitiesDavid Erickson / Federal Reserve Bank of San Francisco (moderator)

BASICS OF DESIGN60 Minute Session / 362C

SOCAPWildcard

Why is design an important and even essential tool for good causes? What opportunities are created by utilizing design to build a stronger brand and to more effectively communicate stories? This session looks at the role of design and gives examples of how design is being used effectively by those working for a better world.

Gopika Prabhu / Elefint Designs

6:30 PM / PARTY

MAKING WAVES WITH THE BIG BLUE PARTY: IN PARTNERSHIP WITH DAVID AND LUCILE PACKARD FOUNDATION

It’s time to celebrate our surroundings! Look out over the Bay, enjoy the SOCAP party vibe, and check out the inspiring solutions that entrepreneurs are developing for the world’s oceans - all while dining al fresco at a selection of San Francisco’s best food trucks!

OPERATING SYSTEM FOR ENTREPRENEURS IN THE GOOD ECONOMY60 Minute Session / Firehouse

Entrepreneurial communities have emerged around the globe, but geographic barriers still exist. Entrepreneurs struggle to connect to people who can help: investors, mentors, customers, and strategic partners. We need an operating system for the good economy. A place to create relationships, build companies, and foster communities with shared purpose around regions, industries, movements, and institutions. Platforms are emerging and the software entrepreneurs building them need to work together to achieve scale.

David Bank / ImpactIQ, ImpactSpacePeter Gardner / Startgrid, Inc.Audrey Selian / Artha Networks, Inc.Penelope Douglas / Mission Hub (moderator)

SOCAPCommunities

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 5150

THURSDAY, SEPTEMBER 5THURSDAY, SEPTEMBER 5

7:30 AM

10:15 AM

8:45 AM / PLENARY SESSION

10:30 AM / PARALLEL SESSIONS

BREAKFASTImpact Hub @ SOCAP

BREAK

Meaning Tent (Simulcast in Money Tent)

THE SURPRISE SOCIAL ENTREPRENEUR

Laura Callanan / UC Berkeley, Haas, Scholar-in-Residence

INNOVATIVE FINANCE

Zia Khan / Rockefeller Foundation

THE BUSINESS SOLUTION TO POVERTY

Paul Polak / Windhorse International

CHEAP FOOD: SCALE, IMPACT AND WHAT WILL MAKE A DIFFERENCE?

Mary Berry / The Berry CenterSarah Fritschner / Louisville Farm to Table

BLOWING THE SHOFAR

Rabbi Yosef Langer / Chabad of San Francisco

U.S. GOVERNMENT DEVELOPMENT FINANCING V. 2.060 Minute Session / Meaning Tent

IS THERE A PLACE FOR EQUITY FINANCE IN LOCAL FOOD SYSTEMS?60 Minute Session / Southside Theater

SOCAPCommunities SOCAP

Communities

SOCAPCommunities

SOCAPInvesting

SOCAPInvesting

This panel will showcase innovative financial mechanisms being employed by different U.S. government agencies to catalyze long-term economic growth and social impact. Panelists will highlight recently implemented models that work with experienced local partners to provide appropriate products driven by market demand. All of these examples emphasize the expanding role of the U.S. government as an innovative financer, catalytic actor, and sophisticated partner that is responsive to local needs.

Mildred Callear / SEAF (Small Enterprise Assistance Funds) Richard Greenberg / OPICMizra Jahani / Aga Khan Foundation U.S.A.Mark Karns / USAIDLisa Hall / Calvert Foundation (moderator)

Regional food systems are inherently local. Growth does not come from scale, but from replication. Most of these businesses don’t lend themselves to traditional equity financing, but there are opportunities for equity or quasi-equity to support local, sustainable operators. Panelists look at several organizational models across the supply chain that may be appropriate for equity investors and get a better understanding for the types of capital that entrepreneurs see as integral to growing their organizations.

Lauren Bass / LolaBee’s HarvestClaire Herminjard / Mindful MeatsKevin Watt / FarmstackerTaryn Goodman / RSF Social Finance (moderator)

WHEN YOUR RETURN ON INVESTMENT IS IN LIVES, NOT JUST DOLLARS60 Minute Session / Money Tent

SOCAPHealth

SOCAPInvesting

There are ethical issues in all investment decisions, but they are front and center when the choices are about saving and improving lives. What are criteria for investment decisions on both social purpose and financial return when lives are at stake? Does mission simplify the decision, and what are potential positive and negative unintended consequences of this approach? This session explores those issues.

Tim Coffin / Breckinridge Capital AdvisorsNicolas Hazard / Groupe SOSJodi Halpern / UC Berkeley School of Public HealthSister Lillian Murphy / Mercy HousingAmy Ratcliffe / PSIDavid Erickson / Federal Reserve Bank of San Francisco (moderator)

INVESTMENT READY PROGRAMS PUT INTO CONTEXT60 Minute Session / Golden Gate

SOCAPInvesting

SOCAPOceans

Investment ready programs develop entrepreneurial capacity, cultivate resources, bring together networks and experts, and accelerate growth in a place or a sector where impact opportunities have been traditionally difficult to source. The panel will cover programs from Europe, India, and Hawaii, as well as a sector-specific program in fisheries. Each program has adapted to include specific cultural, language, or socio-political needs to better serve entrepreneurs and to help investors build impact portfolios that are contextually appropriate.

Nikolaus Hutter / Toniic EuropeMonica Jain / Fish 2.0Lisa Kleissner / Hawaii Investment ReadyManas Ratha / Dasra Social-ImpactRoss Baird / Village Capital (moderator)

THE BUSINESS SOLUTION TO POVERTY: CREATING PRODUCTS AND SERVICES FOR THREE BILLION NEW CUSTOMERS60 Minute Session / 260C

SOCAPWildcard

The failure of traditional efforts to end poverty represents an opportunity for entrepreneurs and investors to make money, and to transform the lives of 2.7 billion people by creating jobs and putting more money into their pockets. Paul Polak and his colleagues have been successful helping 20 million people lift themselves out of poverty. Learn about the reasons for optimism, challenges, and basic principles needed to succeed at business development in poor countries.

Paul Polak / Windhorse InternationalMal Warwick / One World Futbol ProjectDeb Nelson / Social Venture Network (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 5352

THURSDAY, SEPTEMBER 5THURSDAY, SEPTEMBER 5THE OYSTER OPPORTUNITY120 Minute Workshop / Firehouse

SOCAPOceans

85 percent of the world’s oyster reefs have disappeared, along with critical services they provide to coastal areas: shoreline protection, water filtration, nutrient removal, and fish habitat. This workshop explores specific design challenges around a set of innovative opportunities for restoring oyster populations. Those opportunities include oyster farming, ecotourism, big data, creative financing, and shell recycling. Participants will meet the entrepreneurs behind the ideas and will work with them to generate market-driven and investable solutions.

Stephan Abel / Oyster Recovery PartnershipAnthony Chatwin / Marine and Coastal Conservation (National Fish and Wildlife Foundation)Chris Fisher / Fisher RecyclingBren Smith / Thimble Island Oyster Co.Steve Vilnit / Maryland Department of Natural ResourcesCheryl Dahle / Future of Fish (moderator)Sarah Brooks / Networked Culture (moderator)

INNOVATIONS IN GLOBAL HEALTH CARE DELIVERY120 Minute Workshop / Fleet

BY WOMEN, FOR WOMEN: BUILDING HEALTH TECHNOLOGIES FOR THE CHIEF MEDICAL OFFICER OF THE HOME60 Minute Session / Meaning Tent

SOCAPHealth

SOCAPHealth

Many SOCAP attendees are creating game-changing solutions to global health challenges. But how can we ensure that these innovations are accessible to people who need it most? PSI and partners are undertaking new models that take innovations to scale – for maximum impact at minimum cost. During this workshop, marketing, demand creation, pricing, promotion, and product innovation will be discussed alongside placement and accessibility, bringing together the traditional 4Ps with newer methods of reaching those in need.

Karl Hofmann / PSITBA / Acumen FundTBA / IDEO.orgTBA / Monitor DeloitteTBA / PATHTBA / PSI

According to the U.S. Department of Labor, women make approximately 80 percent of health decisions for their families and are more likely to be the caregivers when a family member falls ill. In addition, women utilize more health care services and accrue more health care expenses than men over their lifetimes. Join this panel of experts, who will share their insights to U.S. and global markets.

Kirsten Gagnaire / Mobile Alliance for Maternal Action (MAMA)Amy Sheng / CellscopeLeah Sparks / Wildflower HealthAna Manzur-Allan / XX in Health (moderator)

ACCELERATING URBAN INNOVATION60 Minute Session / Marina

SOCAPOpen

The panel will focus on a new model for fostering urban innovation through public private partnerships to accelerate social change. In early 2013, the Bloomberg Philanthropies Mayor’s Challenge awarded $1 million to the participating team from Philadelphia. The team will discuss how city procurement was used as a carrot, luring private companies trying to solve public problems and attracting entrepreneurs from around the globe to tackle urban challenges in Philadelphia.

Story Bellows / Office of New Urban Mechanics, City of PhiladelphiaJacob Gray / Wharton Social Impact InitiativeZoe Selzer / GoodCompany GroupGarrett Melby / GoodCompany Group (moderator)

SOCAPCommunities

INVESTING IN SUSTAINABLE AGRICULTURE60 Minute Session / 370C

SOCAPInvesting

SOCAPOpen

Investor interest in sustainable agriculture is high, but good investment options in the sector are few, far between, and often small-scale. This session brings together experts with hands-on experience in running or investing in sustainable agriculture ventures. Join us as we dig into the dirt and see what harvests await those who invest in this field.

Jenny Kassan / Cutting Edge CapitalBill Niman / BN RanchAli Partovi / Angel InvestorCraig Wichner / Farmland LP

THE FUTURE OF APPAREL SOURCING: FAIR TRADE & LESSONS LEARNED FROM THE BANGLADESH TRAGEDY60 Minute Session / 362C

SOCAPWildcard

Following the tragedy in Bangladesh, the apparel industry is facing increased concern and scrutiny about the fairness and integrity of its supply chains. The panel will explore the challenges the industry faces, both big apparel and small, as it tries to get fairer trade sourcing right and the role social enterprise may play going forward.

Lisa Carpenter / Gap Inc.Michael Kobori / Levi Strauss & Co.Chrissie Lam / Supply ChangeRacheal Meiers / HERproject, Business for Social ResponsibilityHeather Franzese / Good World Solutions (moderator)

11:30 AM

11:45 AM / PARALLEL SESSIONS

BREAKImpact Hub @ SOCAP

SOCAPCommunities

COASTAL COMMUNITIES: LIVELIHOODS AND CONSERVATION60 Minute Session / Money Tent

SOCAPOceans

Coastal communities around the world rely on the ocean for their livelihoods. In order to preserve their way of life and the resources they draw from the ocean, innovators have created models that work in local communities. These solutions have the potential to expand to wider applications if they can navigate the challenges of taking a local success to scale. Learn more about these local innovators and the vision for taking their solutions around the world.

Fatou Janha Mboob / TRY Oyster Women’s AssociationDune Lankard / Eyak Preservation CouncilSamantha Lee / Village FishmongerCristina Rumbaitis del Rio / The Rockefeller Foundation (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 5554

THURSDAY, SEPTEMBER 5THURSDAY, SEPTEMBER 5DON’T LET THE PERFECT BE THE ENEMY OF THE GOOD WHEN INVESTING IN FOOD60 Minute Session / Southside Theater

SOCAPCommunities

SOCAPCommunities

SOCAPInvesting

The search for meaningful investment often brings about complex issues. This panel will discuss how meaningful changes in the food system may mean working within the conventional system, and that change is possible when your evaluation includes a dose of reality.

Kate Danaher / RSF Social FinanceNait Jones / AgLocalChristina Tamer / Invested DevelopmentSarah Fritschner / Louisville Farm to Table (moderator)

SOCIAL IMPACT BOND WORKSHOP: DISSECTING SIB CONTRACTS120 Minute Session / Golden Gate

SOCAPHealth

SOCAPInvesting

This session will dig into live social impact bond deals including: recidivism SIB in New York City, at-risk youth in Boston, early-childhood in Salt Lake City, supportive housing in Massachusetts, workforce development in California, family health care in South Carolina, and asthma in Fresno. Panelists will be prepared to answer detailed questions about deal terms, how the contracts came together, challenges they faced, and what all of this means for the impact sector going forward.

Rick Brush / Collective HealthAnnie Donovan / White House Office of Social Innovation and Civic Participation (Formerly)Megan Golden / New York University Wagner Graduate School of Public Service Carla Javits / REDFNiko Klein / Imprint CapitalJoe Waters / Institute for Child SuccessCaroline Whistler / Third Sector Capital PartnersSteve Goldberg / Caffeinated Capital (moderator)

DON’T FORGET PURPOSE AT THE EXIT60 Minute Session / 260C

TRANSFORMATIVE ASSETS: CONNECTING LOCAL STRENGTHS FOR HOLISTIC RENEWAL60 Minute Session / Marina

SOCAPMeaning

SOCAPMeaning

SOCAPInvesting

Impact Investors come in all shapes and sizes, but they all aim to use capital for good. Each investor has a favorite recipe for how to bring this about while they are invested, but what happens after? Panelists will share what they’ve done to make sure that impact doesn’t exit when they do.

Ann DeRosa / Chilton Capital Management Taryn Goodman / RSF Social FinancePaul Hudnut / New Belgium Brewing Co.Susan Mac Cormac / Morrison & FoersterRobbie Schingler / Planet LabsRoss Baird / Village Capital (moderator)

As we work to accelerate the good economy, mapping what already exists will be a strategic piece of the movement. The quality of the relationships we connect will relate directly to our potential for change. New thinking and practices of asset mapping, network weaving, and strengths-based approaches are providing an entirely new lens to our work, especially in challenging neighborhoods and cities.

Kathryn Ebner / PaveRebecca Lujan Loveless / Communities First AssociationZoe Selzer / Good Company GroupDerrick Rhayn / Network WeaversTim Soerens / Parish Collective (moderator)

BETTER CARE AT LOWER COST: INNOVATIONS IN HOME CARE MEDICINE60 Minute Workshop / 370C

SOCAPHealth

This session will summarize ongoing innovations in home-based medicine for the most ill and high-cost patients in our society. We will highlight the major problems in usual care of this population and describe what is possible with mobile care at home. We will report how to measure success in Home Care Medicine and then discuss the financial opportunity of moving care out of institutions and into people’s homes.

Christine Ritchie / University of California, San Francisco Division of GeriatricsAlan Kronhaus / Doctors Making HousecallsEric De Jonge / MedStar Washington Hospital Center (moderator)

UNLOCKING NON-PROFIT POTENTIAL THROUGH ACCESS TO CREDIT60 Minute Session / 362C

SOCAPInvesting

SOCAPOpen

There is a market failure related to access to credit for non-profits. Why does this problem exist? What can we do to fix it? This panel will examine the problem and how institutions – such as the American Nonprofits Federal Credit Union – will address it. We’ll also discuss how other cooperative models have helped solve similar financial market failures in other sectors.

Jeanne Bell / CompassPoint Nonprofit Services Pamela Davis / Nonprofits Insurance Alliance GroupCharlie Wilcox / Consultant

12:45 PM

LUNCHImpact Hub @ SOCAP

MEASURE WHAT MATTERS: SPECIAL Q&A WORKSHOP FOR POTENTIAL B CORPSDrop-In Session / Fleet

SOCAPOpen

B Lab is offering a Measure What Matters Workshop to those interested in learning more about our B Corp certification process. This free, open workshop will allow you to stop in, ask questions and receive individual help about the B Impact Assessment. We hope you will join us with your questions and your laptops, so we can work together to drive success in measuring what matters.

B Lab Staff

Page 30: SOCAP13 Program Book

SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 5756

THURSDAY, SEPTEMBER 5THURSDAY, SEPTEMBER 5

2:15 PM / PARALLEL SESSIONS

DETROIT: COMING BACK FROM BANKRUPTCY60 Minute Session / Meaning Tent

GOOD FOOD, BAD FOOD60 Minute Session / Golden Gate

SOCAPCommunities

SOCAPCommunities

It takes cross-sector collaboration and deep civic commitment to change the trajectory of a city with the social, political, and fiscal complexity of Detroit. This panel examines efforts to turn Detroit around through big ideas and bigger actions. We look at a range of actors turning Detroit’s core back into a regional center of economic vitality. These leaders show how place-based innovation and multigenerational, multidisciplinary efforts can begin to transform a city.

Benjamin Kennedy / The Kresge FoundationEric Larson / Bedrock Real Estate ServicesSue Mosey / Midtown Detroit Inc.Leslie Smith / TechTownScott Sporte / NCB Capital Impact

Transforming the food system means finding a way for great companies to tell the stories of the people who grow our food, to make connections with people around the world. Alter Eco – using the fair trade tool – now has a way to tell that story. It also means telling the story about the things that are wrong with the food system. Nutiva – a super food retailer – fights hard, using smart social media and culture jamming tactics against bad food and GMOs from conglomerates.

Mathieu Senard / Alter EcoJohn Roulac / NutivaMorgan Simon / Transformative Finance Network (moderator)

NATURAL RESOURCES: FINDING RESILIENT PURPOSE 60 Minute Session / Money Tent

COLLABORATIVE LEADERSHIP FOR CHANGE 60 Minute Session / 260C

SOCAPMeaning

SOCAPMeaning

SOCAPOceans

What drives social entrepreneurs and activists to persevere in the face of immense challenges? Why remain dedicated to the integrated bottom line when you could seek greater profits and easier roads? This panel explores individuals who fuel their work by drawing on their notion of something greater – be it spiritual, ethical, traditional, or otherwise. From a Makah Nation environmental steward to an entrepreneur, we explore the meaning behind the action.

Robert Egger / LA KitchenMicah McCarty / First StewardsDarin Petersen / The Simple WayCasson Trenor / TatakiKatherine Short / F.L.O.W Collaborative (moderator)

The need for a more collaborative style of engagement is emerging as people experience rapid change and disruption. What makes for a truly collaborative leader? How do we grow our personal capacity to be the kind of leader who models the change that’s needed? How do we shift from a posture of leadership oriented around competitive domination to one that catalyzes shared ownership? Explore how we become the leaders our future needs.

Ashara Ekundayo / Impact Hub OaklandCarol Sanford / Author, ConsultantRamon Marmolejos / Emzingo Group (moderator)

DEMOCRATIZING ACCESS TO IMPACT INVESTING THROUGH INFRASTRUCTURE AND PRODUCT DEVELOPMENT60 Minute Session / Southside Theater

IN SEARCH OF CASH FLOW: SHOULD REAL ASSETS DISPLACE DEBT IN ASSET ALLOCATION?60 Minute Session / Fleet

SOCAPInvesting

SOCAPInvesting

In order to increase the capital flows to impact investing, we must ease key structural barriers by lowering investment minimums, improving product distribution and broadening access and education in general through innovative impact investing infrastructure and product development. We will explore specific examples of intermediaries that are creating systems and products that democratize access, providing investors and wealth advisors with new ways of deploying their assets for impact. Mark Campanale / Social Stock ExchangeGloria Nelund / TriLinc GlobalFran Seegull / ImpactAssetsBrian Walsh / LiquidNet for Good (moderator)

Traditional asset allocation argues that prudent investors reserve substantial portions of their portfolios for debt to mitigate volatility and provide ongoing needed cash flow. In recent years, debt markets have experienced low rates of interest for a host of reasons, but the results for investors serve to raise caution flags. For those that need cash flow at greater levels than debt markets provide, can emerging opportunities in real assets provide at least a partial alternative? Noel Kullavanijaya / Equilibrium CapitalAlyssa Rieder / Dignity HealthMark Watson / Keel Asset ManagementDeb Wetherby / Wetherby Asset ManagementDrummond Pike / Equilibrium Capital (moderator)

BEYOND THE APP: RE-ENVISIONING HEALTH CARE PRODUCT, PLACE, AND PROVIDER60 Minute Session / Firehouse

SOCAPHealth

Shifting financial incentives and new delivery models in health and medical care have created unprecedented demand – and opportunity – to tackle the social, environmental, and structural realities of low-income patients’ lives. Developing solutions that effectively address these factors will require pushing beyond the traditional definitions of health care product, place, and provider. This session will showcase straightforward yet unconventional organizations that are re-envisioning the traditional doctor’s visit and deploying human solutions to address the root causes of poor health.

Gary Cohen / Health Care Without HarmSarah Di Troia / Health LeadsManmeet Kaur / City Health Works!Nicolas Hazard / Groupe SOSAmy Lockwood / RIVET (moderator)

DETERMINANTS OF HEALTHY COMMUNITIES60 Minute Session / Marina

SOCAPHealth

SOCAPCommunities

SOCAPArt

Hear from different efforts to revitalize and strengthen communities across America. They all share a focus on the economic life, community fabric, and physical place that make a neighborhood – and include the arts as integral to a community’s health and well-being.

Bill Bragin / Lincoln Center for the Performing ArtsDeborah Cullinan / Intersection for the Arts and 5M ProjectEmily Hooper Lansana / Community Arts En gagement, University of ChicagoAnders Ferguson / The Oberlin Project (moderator)

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 5958

THURSDAY, SEPTEMBER 5THURSDAY, SEPTEMBER 5THE ROAD TO 100% GIVING: BUILDING SUSTAINABLE NON-PROFITS TO END EXTREME POVERTY60 Minute Session / 370C

BUILT TO LAST: SUCCESSION PLANNING FOR IMPACT ENTERPRISES60 Minute Session / Meaning Tent

MISSION IMPOSSIBLE: CAN IMPACT INVESTMENT FILL THE PIONEER GAP OR IS A NEW TYPE OF CAPITAL NEEDED?60 Minute Session / 362C

SOCAPInvesting

SOCAPInvesting

SOCAPInvesting

SOCAPOpen

SOCAPOpen

SOCAPOpen

There is need everywhere: ‘Provide jobs for women!’ ‘Train future leaders!’ and so on; each cause beautiful and worthy. Against mounting social issues and game-changing innovation in the social sector, non-profits must attract funding through non-traditional ways while remaining mission focused. Learn how Kiva, UniversalGiving, and Groundwork Opportunities do both and give 100% of donations to cause while building resilient and self-sustaining models that alleviate extreme poverty.

Pamela Hawley / UniversalGivingBartlomiej Jan Skorupa / Groundwork Opportunities (GO)Katherine Woo / Kiva

When owners of a social enterprise are ready to move on, how can the company structure the transition to preserve its values and promote continued success? The conventional options may not be appropriate for a social purpose company, which has a heightened commitment to its stakeholders. This session looks at alternative strategies, and the case of New Belgium, to discuss how structures can help position companies to remain independent and continue to serve their social mission.

Dermot Hikisch / B LabMelissa Hoover / U.S. Federation Worker CooperativesPaul Hudnut / New Belgium Brewing CompanyCamille Kerr / National Center for Employee Ownership

Most impact investment funds are not structured in a way that allows them to invest in enterprises that are pre-”proof-of-concept,” and yet, many investors agree there is a dire lack of pipeline. How can we as an industry best position our capital to address the Pioneer Gap, support entrepreneurs in the earliest stages of the business lifecycle, and in turn, create a healthy pipeline of opportunities for the growing number of impact investors globally?

Kate Cochran / Upaya Social VenturesSammie Rayner / Lumana Village VenturesRobert Webster / Grassroots Business FundScott Anderson / NextBillion (moderator)

3:15 PM

3:30 PM / PARALLEL SESSIONS

BREAKImpact Hub @ SOCAP

GOING ALL IN: INVESTING 100% OF THE CORPUS IN LINE WITH MISSION60 Minute Session / Money Tent

SOCAPInvesting

This session features asset owners who have made an intentional commitment of aligning 100% of their assets with positive impact. They invest across asset classes and successfully challenge the conventional wisdom that impact portfolios are financially not competitive. They are at the forefront of fundamentally changing the conventional investment ecosystem into one that incorporates externalities like climate change, extreme poverty, and social justice. Ron Cordes / Cordes FoundationClara Miller / FB Heron FoundationLiesel Pritzker Simmons / Blue Haven InitiativeJim Villanueva / The Eleos FoundationCharly Kleissner / KL Felicitas Foundation (moderator)

SHIFTING THE MARKET TO BUILD RESILIENCE FOR PEOPLE AND PLANET60 Minute Session / Southside Theater

SOCAPCommunities

SOCAPInvesting

Environmental donors widely recognize conservation of nature requires livelihood alternatives for indigenous and rural people. With the onset of climate change, a paradigm shift is happening through nature-based companies providing food, clothing, shelter, and energy in ways that build environmental stewardship and resilience. Like other new markets, collaboration among donors and investors is essential. This interactive dialogue will explore the business and donor cases for catalyzing a market for good with nature-based companies & indigenous people.

Evelyn Arce / International Funders for Indigenous PeopleMark Beam / Halloran PhilanthropiesBea Calo / Christensen FundMark Tilsen / Native American Natural FoodsShaun Paul / People and Planet Holdings (moderator)

MAPPING THE OCEAN: EXPLORATION, INNOVATION, AND CONSERVATION60 Minute Session / Golden Gate

SOCAPOceans

Three quarters of the planet is covered with water, but we still know only a fraction of what lies beneath. Mapping the ocean using underwater robots, satellite technology, and software innovations can help unveil the mysteries of the ocean and open up groundbreaking new possibilities. While these technologies have huge investment and profit potential, they also have profound implications for the innovators working to protect and sustain the life and resources our oceans hold.

John Hocevar / GreenpeaceDavid Lang / OpenROVRobbie Schingler / PlanetLabPedro Valdeolmillos / BlooSeeShannon Service / Writer and Journalist (moderator)

LEANING INWARD: PERSONAL TRANSFORMATION FOR ENLIGHTENED LEADERSHIP 60 Minute Session / 260C

SOCAPMeaning

Often the most crucial leadership challenge is actually leading ourselves. This interactive presentation will introduce the concept of the conditioned mind. Highlighting the latest brain research on meditation and contemplative practices, we will explore research on basic stress relief breathing practices, the practice of minding the mind (self-reflection), and four ways to break through self-limiting beliefs to achieve one’s highest potential.

Michele Hebert / Raya Yogis

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SOCAP13 / CONFERENCE GUIDE SESSION DESCRIPTIONS 6160

THURSDAY, SEPTEMBER 5THURSDAY, SEPTEMBER 5HIRING & DEVELOPING TALENT FOR THE IMPACT SECTOR60 Minute Session / Firehouse

SOCAPOpen

What does it take to provide high-quality capacity-building talent in the impact sector and what does it take to attract, develop and retain that talent? Panelists address both sides of the equation – what employers can do to hire great people responsibly and effectively and what mission-driven job seekers can do to better position themselves for the roles they want. Practitioners will ground the conversation as much as possible in concrete tools, examples and research.

Nick Ellis / Job RoosterSal Giambanco / Omidyar NetworkChristina Gilyutin / REDFEvan Walden / ReWorkNathaniel Koloc / ReWork (moderator)

SOCAPMeaning

DOES THE INDIAN STORY ON IMPACT INVESTING OFFER LEADS FOR THE WORLD TO FOLLOW?60 Minute Session / Fleet

SOCAPInvesting

SOCAPInvesting

India bubbles with impact investing forums, innovative incubators, talented entrepreneurs and innovative financing mechanisms focused on bringing about impact. As a result, India has built on an enviable track record of building successful enterprises in the impact space. While this ecosystem makes India the delight of investors and entrepreneurs alike, how did this ecosystem come to be? What still requires focus to stay on course? And what lessons does it hold for others? Srikumar Misra / Milk MantraWill Poole / Unitus Seed FundVineet Rai / AavishkaarJinesh Shah / Omnivore PartnersNisha Dutt / Intellecap (moderator)

IMPACT INVESTING AT THE NEXUS OF HEALTH AND COMMUNITY DEVELOPMENT60 Minute Session / Marina

SOCAPHealth

SOCAPCommunities

Medical evidence shows that more than 50 percent of health outcomes are driven by “upstream” factors: where we live, work, learn, and play. Health funders and health systems are joining public agencies and impact investors to build communities “where the healthy choice is the easy choice.” What insights and tools does each field bring? What do successful partnerships and strategies look like? What are the barriers and promising avenues for building healthy communities at scale?

Kim Dempsey / NCB Capital ImpactKathlyn Mead / The California EndowmentJean Nudelman / Kaiser PermanenteOlis Simpson / Youth UprisingLisa Richter / GPS Capital Partners (moderator)

BEYOND COWORKING: SERVING AS CATALYSTS FOR INNOVATION THROUGHOUT COMMUNITIES60 Minute Session / 370C

SOCAPCommunities

Traditionally, coworking spaces have focused on facilitating innovation within their walls. This session examines organizations working to expand their impact and catalyze innovation across their cities and communities. Panelists discuss how they create porous space and permeable networks that facilitate the flow of capital and ideas into their cities, helping to create innovative responses to the problems we want to address.

Christopher Gergen / Forward ImpactDaniel Karpantschof / Sandbox NetworkTimothy J. Nichols / Impact Hub Bay AreaZoe Selzer / GoodCompany GroupPenelope Douglas / Mission HUB (moderator)

RAISING THE ROOF: HOW EFFICIENT BUILDINGS MAKE MONEY AND AVERT CLIMATE CHANGE60 Minute Session / 362C

SOCAPInvesting

SOCAPOpen

We recently hit 440ppm of CO2 in the atmosphere – well beyond what is sustainable. While most climate discussions focus on obstacles, we see an opportunity to reframe the conversation about “energy abundance.” Currently, we have an untapped abundant domestic resource that could make a significant impact in achieving our climate goals: energy efficiency in buildings. This session will look at the technology and capital streams available to easily and profitably capture energy that would otherwise escape.

Emma Bassein / Carbon LighthouseJoshua Kagan / Carbon War RoomErik Larson / Building EnergyWoolsey McKernon / SCIenergy

4:30 PM

BREAKImpact Hub @ SOCAP

5:00 PM / PLENARY SESSION

Meaning Tent (Simulcast in Money Tent)

DESIGNING BUSINESS FOR GOOD

Todd Johnson / Jones Day

THE GREATEST GOOD: IF WE DON’T KNOW WHERE WE’RE GOING HOW WILL WE KNOW WHEN WE GET THERE?

Steve Wright / Grameen Foundation

A CONVERSATION WITH VAN JONES

Van Jones / Rebuild the Dream, CNNJeff Leifer / Circadian Media Lab

6:30 PM / PARTY

THE LAST HURRAH: BROUGHT TO YOU BY IMPACT HUB AND HERMAN MILLER

Join us for the final after-party of the conference as Impact Hub and Herman Miller team up to get down. With the Montclair Women’s Jazz Orchestra, we plan to celebrate the final night of this great event in the Impact Hub @ SOCAP in style and hope you’ll join us.

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7:30 AM

9:00 AM / PARALLEL SESSIONS

BREAKFASTImpact Hub @ SOCAP

TECHNOLOGY BY AFRICANS FOR AFRICANS60 Minute Session / Southside Theater

SOCAPOceans

Ghanaian entrepreneur Alloysius Attah knows first hand from growing up on a farm that text solutions don’t serve farmers who cannot read. The Farmerline.org co-founder is determined to connect farms like the one he grew up on to better market access and best farming practices with his team’s voice surveying and mobile messaging platform. This session focuses on growth opportunities, connecting Farmerline to potential customers and funders with the acumen to scale a human-centric design idea.

Katie Athaide / FarmerlineAlloysius Attah / FarmerlineKevin Jones / SOCAPMax Pichulik / Impact Amplifier

WHAT IS LITERALLY WORTH DYING FOR?60 Minute Session / Meaning Tent

THE NATURAL REVOLUTION60 Minute Session / Money Tent

This panel asks the question: what change are you actually willing to die for? When you clarify the difference between the way things are and the way things should be, where does the ultimate “NO” come for you? This panel of activists and entrepreneurs explore the question, share their stories, and invite you to consider your “dying place”. If you share what you are willing to die for, others will join you in living for it.

Robert Gomez / Independent filmmaker, photographer, writerBill McKibben / 350.orgDonna Morton / PrincipiumPremal Shah / KivaRosa Lee Harden / SOCAP (moderator)

Design inspired by nature (biomimicry) is rapidly going to replace the polluting, energy-intensive, and often life-unfriendly processes that have brought humanity great wealth since the Industrial Revolution. The Natural Revolution is about a cheaper, cleaner, and more efficient economy that presents great opportunities for the socially responsible investment community. Doing well by doing good gets a very real meaning in this emerging new economy.

Hélène de Puy / The Intelligent OptimistJay Harman / Pax ScientificJurriaan Kamp / The Intelligent OptimistSOCAP

Meaning

SOCAPWildcard

FRIDAY, SEPTEMBER 6TO BE OR NOT TO BE: A CASE STUDY IN EXITS FROM AN IMPACT FUND60 Minute Session / Golden Gate

MEASURING IMPACT AND QUALITY IN GLOBAL HEALTH60 Minute Session / Firehouse

KEEPING THE INVESTOR AND ENTREPRENEUR HAPPY60 Minute Session / Fleet

HEALTH IMPACT GAMES: HOW ART AND TECH COMBINE FOR IMPACT60 Minute Session / Marina

In 2008 at the height of the meltdown, Good Capital launched into new territory of trying to figure out what highly engaged venture capital would look like for true blue social enterprises including non-profits. Over the last five plus years, interesting ground was trod, and though the jury is out, early returns yield lessons for impact investors and entrepreneurs alike.

Tim Freundlich / Good CapitalXavier Helgesen / Bettter World BooksEdouard Rollet / Alter EcoBenjamin Schmerler / Root CapitalJennifer Nice / Good Capital (moderator)

Investing in health and medical care to meet the needs of underserved populations poses many challenges, not least of which is ensuring the care delivered not only serves people in need, but also provides them with a minimum quality of care. As new financing mechanisms are developed to address health needs, these quality and impact measurement issues become more acute. This panel will highlight mechanisms that investors have created to ensure their funds are supporting high quality, accessible care.

Peju Adenusi / Hygeia Community Health PlanKhama Rogo / World BankJohn Simon / Total Impact AdvisorsNicole Spieker / SafeCare, PharmAccess FoundationWendy Taylor / Center for Accelerating Innovation and Impact, USAIDFlory Wilson / GIIRS, B Lab

Social enterprises, due to their mission, location, and business model, require innovative investment vehicles to align investor and entrepreneur interests. This panel, comprised of experienced and highly regarded investors, will outline new funding options, term sheet specifics, and recent investments. Testing and acceptance of hybrid vehicles (between debt and equity) will be discussed, with focus on a real world example: Demand Dividend.

Monica Brand / Accion Frontier Investments GroupLisa Kleissner / KL Felicitas FoundationJan Piercy / Shorebank InternationalEmily Stone / Maya Mountain Cacao Ltd.Jim Villanueva / The Eleos FoundationJohn Kohler / Toniic (moderator)

Bringing together narrative, imagination, and medical facts, game designers are increasingly helping patients and caregivers of all ages build their understanding of a disease, its treatment options, and ongoing management. A good game is more than a useful widget or app, it creates a world and brings the player into the story in the same way a book, movie, or play does. Explore how artistic creativity makes a difference for serious games.

Adam Gazzaley / University of California, San FranciscoRichard Tate / HopeLabLexi Leban / San Francisco Jewish Film Festival (moderator)

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SOCAPHealth

BEYOND THE SILVER BULLET IN GLOBAL HEALTH120 Minute Design Session / 370C

Mark Arnoldy once thought he’d found the silver bullet to Nepal’s alarming malnutrition problem in a peanut-based nutritional supplement. Then he discovered even the best products didn’t make it to the poorest for lack of roads, electricity, and storage. But he stayed, and now his organization Nyaya Health is working with the Nepali government and crowdfunding partners like Samahope to pioneer a comprehensive health care model for patients who can’t afford to pay.

Mark Arnoldy / Nyaya HealthShivani Garg Patel / SamahopeEve Blossom / Lulan Artisans (moderator)

SILICON VALLEY TAKES ON HEALTH & MEDICAL CARE60 Minute Session / Money Tent

Healthcare is in need of some drastic reinvention, and who better to increase quality, decrease costs, and extract value from the system than technologists? Hear from three traditional consumer tech investors seizing this opportunity and using their expertise to drive change in genomics, wireless tracking, care delivery, wellness, and more. Find out where they’re placing their bets in digital health and gain insights on emerging trends.

Annie Kadavy / Charles River VenturesRyan Panchadsaram / Department of Health & Human ServicesHalle Tecco / Rock HealthChristiaan Vorkink / True Ventures

SOCAPCommunities

10:00 AM

10:15 AM / PARALLEL SESSIONS

BREAKImpact Hub @ SOCAP

SEA CHANGE STORYTELLING: NARRATIVES THAT MOVE THE MARKET60 Minute Session / Meaning Tent

SOCAPOceans

SOCAPOceans

True systems change comes about when we mobilize new audiences and empower them to take action. How can we use the impact of narrative and branding to build new markets? Can effective communications help change consumption patterns? Join us for a conversation about the ways that storytelling pioneers and branding gurus are changing the way we think about our shared resources, the fish we eat, and our place in the sustainable ecosystem.

Maria Finn / AuthorKristofor Lofgren / Bamboo SushiCarl Safina / Blue Ocean InstituteSteve Vilnit / Maryland Department of Natural ResourcesJeff Leifer / Circadian Media Lab (moderator)

SOCAPInvesting

SOCAPHealth

FRIDAY, SEPTEMBER 6CREATING AN OPERATING SYSTEM FOR THE GOOD ECONOMY WITH INDIGENOUS PEOPLE60 Minute Session / Southside Theater

F*-UP STORIES60 Minute Session / Golden Gate

HEALING YOURSELF WHILE HEALING THE WORLD: A SPIRITUAL PATH AT WORK60 Minute Session / 260C

HEALTH IMPACT GAMES: HOW ART AND TECH COMBINE FOR IMPACT60 Minute Session / Firehouse

Creating an operating system for the good economy requires tools, technology, and innovation. Entrepreneurs need tools to manage their values-led companies, and investors need metrics to evaluate deals – especially in developing ecosystems like oceans. Join this discussion on new collaborative approaches to catalyze investment and business practices that harness pioneering technological and social innovations to build economic, social, cultural, and ecological resilience benefiting priority conservation areas with indigenous people.

Alloysius Attah / FarmerlineDune Lankard / Copper River Wild Salmon CompanyJohanna MacTaggart / Swedish Man and Biosphere Program, UNESCOLisa Monzón / The David and Lucile Packard FoundationShaun Paul / People and Planet Holdings (moderator)

People always talk about success stories, but most entrepreneurs don’t create the perfect company first time around. That is why we learn more from their failure than from their success. Entrepreneurs will share their failures in 10 images (40 seconds each): what was their original business idea? What went wrong? What did they learn? What would they have done differently? This is followed by a Q&A session with the audience.

Tony Carr / Halloran PhilanthropiesLeticia Gasca / Fuck Up Nights, FactualMorgan Simon / Transformative Finance NetworkPepe Villatoro / Crowdfunder Mexico

We will explore the Compassion Practice as a process for transforming the workplace into a setting for increased healing, personal empowerment, relational and spiritual growth. Participants will learn how to identify and transform difficult emotions while developing techniques for relating to colleagues, clients, family members, and even ‘enemies’ with genuine compassion.

Frank Rogers / Center for Engaged CompassionMark Yaconelli / Center for Engaged Compassion

The social capital markets work best when we focus on needs that are big, and invest our energy, time, and money in understanding and developing solutions to those problems. Without focusing on the actual needs first, investors and entrepreneurs are hammers looking for nails with no blueprint. This session dives into the question of how a “problem-based approach” differentiates the social capital markets, and how it can be leveraged for a strategic advantage.

Ross Baird / Village CapitalKimberly Bryant / Black Girls CODEMurray Clay / Ulupono InitiativeZia Khan / Rockefeller Foundation (moderator)

SOCAPInvesting

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SOCAPOpen

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FRIDAY, SEPTEMBER 6PRACTICAL STEPS ON HOW TO BECOME AN EARLY-STAGE IMPACT INVESTOR60 Minute Session / Fleet

Learn practical and tangible steps to becoming an early-stage impact investor. This session will introduce the “Toniic E-Guide: Global Early-Stage Impact Investing” – researched and written by Duke University and Toniic – and leveraging the experience of impact investors throughout the world. The panelists will discuss the findings, tools, trends, successes, and pitfalls of early-stage impact investing, as well as regional and legal considerations. This session is for anyone interested in becoming an impact investor.

Chance Barnett / CrowdfunderBruce Campbell / Campbell Law GroupCathy Clark / Center for Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of BusinessShalaka Joshi / ToniicCharly Kleissner / ToniicDoug Lee / ToniicStephanie Cohn Rupp / Toniic (moderator)

11:30 AM / PARALLEL SESSIONS

WHAT’S NEXT?60 minute session / Meaning Tent

Leaders and innovators from around the social capital markets share what they and others are working on now that will change the landscape in 3-5 years.

Katherine Collins / Honeybee CapitalNatalie Foster / PeersTim Freundlich / ImpactAssetsVineet Rai / AavishkaarWayne Silby / Calvert Investments, Calvert FoundationPenelope Douglas / Mission HUB (moderator)

SOCAPInvesting

SOCAPInvesting

STORYTELLING WITH DATA VISUALIZATION60 Minute Session / Marina

In the age of big data, how do we discover the important insights buried in the noise? Data visualization can be the difference between information overload and beautiful representations of important knowledge. See how leaders in the field of this design discipline are asking the right questions and creating stunning representations: telling powerful stories with data.

Marta Salas-Porras / Obscura DigitalMatthew Scharpnick / Elefint Designs

SOCAPWildcard

11:15 AM

BREAKImpact Hub @ SOCAP

FRIDAY, SEPTEMBER 6PRIVATE SECTOR ROUTES TO INNOVATION IN GLOBAL HEALTH: SOCIAL ENTREPRENEURSHIP, PHILANTHROPY, AND CORPORATIONS60 Minute Session / Southside Theater

SOLUTION REVOLUTION60 Minute Session / Golden Gate

Addressing the challenges of developing solutions for health and medical care in the developing world has traditionally been the domain of the public sector. However, private sector involvement has increased over time, bringing with it new approaches, additional resources, and different expectations. This panel will explore how representative private sector organizations are contributing to global health innovation, and will discuss the challenges and opportunities they see in improving access to and quality of health care in resource constrained settings.

Sarah Skye Gilbert / Bill & Melinda Gates FoundationDaniel Grossman / MedtronicRajesh Gupta / Novel ProductsGarrett Spiegel / D-RevJessica Vernon / Miti HealthAmy Lockwood / RIVET (moderator)

Where tough societal problems persist, citizens, social enterprises, and – yes – even businesses, are relying less and less on government-only solutions. The collective force of these problem solvers is creating dynamic and rapidly evolving markets for social good. The panel will explore how they’re advancing their own unique variation of distributed problem solving, succeeding where others have failed, and what the future portends for the increasingly interconnected worlds of social impact and business.

Shelby Clark / RelayRidesAnthony Goldbloom / KaggleLeila Janah / SamaSourceWilliam D. Eggers / Deloitte (moderator)

SOCAPInvesting

SOCAPHealth

SOCAPWildcard

INVESTING WITHOUT “EXITS”: DISCUSSING REVENUE-BASED AND OTHER NOVEL FINANCING60 Minute Session / 260C

Impact investing need not be a scaled-down version of high-growth / low-impact investing. The days of stranded capital, friction of “exits” and other (broken) aspects of investing can be over. Come talk through other means of profitable investing, based on revenues, dividends, buy-backs, and other out-of-the-box ideas. Michael “Luni” Libes will be guiding the session, and is Entrepreneur in Residence of the Bainbridge Graduate Institute and Founder and Managing Director of Fledge, the “conscious company” incubator.

Michael “Luni” Libes / Fledge

SOCAPInvesting

SOCAPOpen

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TECH MEETS HEALTH60 Minute Session / Fleet

MAKING WORK: ARTISTS AS ACTIVISTS, COLLABORATORS, AND STORYTELLERS60 Minute Session / Marina

Successful technology entrepreneurs are moving fast to grab a piece of the health care spending pie and solve some of the biggest problems in health and medical care. You will hear from digital health entrepreneurs working on the tough problems, and what their work means for the future.

Meredith Barrett / AsthmapolisSean Duffy / Omada HealthElli Kaplan / NeurotrackJason Oberfest / Mango HealthSarah Pollet / Rock Health (moderator)

Artists working across the mediums of film, music, installation, theater, and new media talk about how they shape their stories, collaborate with one another and their communities, and agitate for change in the world around them. As social innovators, these artists confront how to be financially sustainable while staying true to their purpose.

Marc Bamuthi Joseph / Yerba Buena Center for the ArtsTaraneh Hemami / Independent visual artistJonathan Moscone / California Shakespeare TheaterMarcus Shelby / ComposerLexi Leban / San Francisco Jewish Film Festival (moderator)

12:30 PM

12:45 PM / CLOSING PLENARY SESSION

1:45 PM

BREAKImpact Hub @ SOCAP

Meaning Tent (simulcast to Money Tent)

SEEDING THE FUTURE: SEED STAGE IMPACT INVESTING FOR DONOR ADVISED FUNDS

Tim Freundlich / ImpactAssets

ACCELERATING THE GOOD ECONOMY - ARE WE THERE YET?

Rosa Lee Harden / SOCAPKevin Jones / SOCAP

LUNCHImpact Hub @ SOCAP

SOCAPHealth

SOCAPMeaning

SOCAPArt

FRIDAY, SEPTEMBER 6MOBILE TO THE MASSES: OVERCOMING BARRIERS TO SCALE IN THE MOBILE SECTOR60 Minute Session / Firehouse

Mobile-for-good solutions continue to proliferate, but are these game-changing technologies reaching those that need them the most? Entrepreneurs and investors share their experiences with barriers to scale and discuss how knowledge, distribution, product, and resource evolution can continue to capture the potential of mobile technologies for serving as a vehicle to empowerment.

Radha Basu / Santa Clara UniversityShivani Siroya / InVenture

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SPONSORSACCELERATING

THE GOODECONOMY

SOCA

P13

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PARTNERING TO MOVE THE WORLD PREMIER PARTNERS

HALLORAN PHILANTHROPIEShalloranphilanthropies.org

The Halloran purpose is to inspire, innovate, and accelerate sustainable social and economic innovations that raise levels of human well-being. We accelerate change-making solutions that advance the well-being of communities by integrating social innovations with sustainable business models. We make grants, loans, and investments that demonstrate social impact and foster a thriving entrepreneurial ecosystem.

Our core areas are Mexico, Colombia, Brazil, Uganda, Mali, India, and the United States. We support outstanding leaders who are advancing well-being and reducing poverty through job creation, financial inclusion, clean energy and water, agriculture, education, housing, and healthcare.

OMIDYAR NETWORKomidyar.org

Omidyar Network is a philanthropic investment firm dedicated to harnessing the power of markets to create opportunity for people to improve their lives. Established in 2004 by eBay founder Pierre Omidyar and his wife Pam, the organization invests in and helps scale innovative organizations to catalyze economic and social change. To date, Omidyar Network has committed more than $622 million to for-profit companies and non-profit organizations that foster economic advancement and encourage individual participation across multiple initiatives, including entrepreneurship, financial inclusion, property rights, government transparency, consumer Internet, and mobile.

DAVID & LUCILE PACKARD FOUNDATIONpackard.org

The David and Lucile Packard Foundation is a family foundation that is guided by the enduring business philosophy and personal values of Lucile and David, who helped found one of the world’s leading technology companies. The Foundation works on the issues the founders have cared about most: improving the lives of children, enabling the creative pursuit of science, advancing reproductive health, and conserving and restoring the earth’s natural systems.

ROBERT WOOD JOHNSON FOUNDATIONrwjf.org

The Robert Wood Johnson Foundation focuses on the pressing health and health care issues facing our country. As the nation’s largest philanthropy devoted exclusively to health and health care, the Foundation works with a diverse group of organizations and individuals to identify solutions and achieve comprehensive, measurable, and timely change. For more than 40 years the Foundation has brought experience, commitment, and a rigorous, balanced approach to the problems that affect the health and health care of those it serves. When it comes to helping Americans lead healthier lives and get the care they need, the Foundation expects to make a difference in your lifetime.

ROCKEFELLER FOUNDATIONrockefellerfoundation.org

The Rockefeller Foundation aims to achieve equitable growth by expanding opportunity for more people in more places worldwide, and to build resilience by helping them prepare for, withstand, and emerge stronger from acute shocks and chronic stresses. Throughout its 100 year history, the Rockefeller Foundation has enhanced the impact of innovative thinkers and actors working to change the world by providing the resources, networks, convening power, and technologies to move them from idea to impact. In today’s dynamic and interconnected world, the Rockefeller Foundation has a unique ability to address the emerging challenges facing humankind through innovation, intervention, and influence in order to shape agendas and inform decision making.

Each year, it’s amazing to see who steps up to create the social capital market. Legacy partners such as Halloran Philanthropies, Omidyar Network, and others return year after year to ensure that this movement continues to expand and grow. Rockefeller Foundation is returning to SOCAP13 for their second year of commitment to the conference. Two new partners – Packard Foundation and Robert Wood Johnson Foundation – have helped us grow in new arenas of focus, such as Health and Oceans, where sectors are poised for a tremendous evolution in how they affect the future of our world.

We extend our gratitude to our partners for your financial commitment – commitment that expands beyond this annual convening into supporting our collective ecosystem that is growing organizations, companies, and individuals who are embedding good into the fabric of their efforts and lives. Together we see a world where we can move tremendous resources, energy, and community towards a better future.

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VODAFONE AMERICAS FOUNDATIONvodafone-us.com

Vodafone Americas Foundation is one of Vodafone’s network of 28 foundations worldwide supporting Mobile for Good projects. In the US, the Foundation seeks to partner with organizations that develop and utilize new technologies to help solve some of the critical issues around the world. The Foundation supports organizations under the 3 pillared criteria to: improve people’s lives, help stimulate innovation, and advance the global development sector. The Foundation also operates an annual competition called the Vodafone Americas Foundation Wireless Innovation Project, with total prizes worth $600,000 awarded to organizations with the best wireless innovation to make a social impact.

HERMAN MILLEERhermanmiller.com

Herman Miller is a 100-year-old-plus company that places great importance on design, the environment, community service, and the health and well-being of our customers and our employees. Innovative ways to improve the performance of our customers’ organizations have become our hallmark.

ELEFINT DESIGNSelefintdesigns.com

Elefint Designs creates strategic designs for good causes. We work with non-profits, NGOs, social startups, innovators, and the like to give them beautiful tools to communicate who they are and what they do. Our work includes website, interaction, print, mobile, motiongraphic, and information design, as well as strategy and branding.

Great design is a powerful tool for making the world a better place. For this reason, Elefint Designs has partnered with SOCAP to showcase the importance of design at this year’s conference.

Our partnership will consist of a number of activities including the creation of infographics that show intersections between conference themes, a live data visualization that participants will help us construct, a series of conference sessions about design, and the design of the conference program.

IMPACT ASSETSimpactassests.org

ImpactAssets is a non-profit financial services firm that increases the flow of capital into investments that deliver financial, social, and environmental returns. Our impact investment strategies, donor advised fund, and knowledge resources provide a dynamic platform for wealth managers and the clients they serve to advance social or environmental change through investment. ImpactAssets seeks to shed light on and drive capital to the field’s most promising organizations and initiatives, helping to build the field of impact investing.

LIQUIDNETliquidnet.com

Liquidnet is the global institutional trading network, connecting more than 700 of the world’s top asset managers to large-scale equity trading opportunities across the globe – 42 markets across five continents. Asset Managers rely on Liquidnet to help them protect the performance of their portfolios by allowing them to enter and exit their portfolio positions more efficiently. This benefits the millions of people across the world who invest in mutual, managed, retirement, or other equity investment funds.

MARS CENTRE FOR IMPACT INVESTINGimpactinvesting.marsdd.com

The MaRS Centre for Impact Investing is a national social finance hub that acts as a neutral collaboration space for government, community, and private sectors to strengthen our collective ability to mobilize private capital for public good. We are a Canadian market builder focused on developing impact investing research and policy, knowledge and education, and venture and capital mobilization programs.

GOVERNMENT OF [email protected]

The Government of Ontario believes in the power and potential of our province’s social enterprises, and is committed to equipping them with the tools they need to succeed, including support for business development and financing. By partnering with Ontario’s flourishing and diverse social enterprises, together we are helping to address a broad range of social, economic, and environmental challenges. Our goal is to make Ontario the best place in the world to start-up and scale a social enterprise, and in the process, build a more prosperous and fairer society for everyone.

SUPPORTING PARTNERS

CASE FOUNDATIONcasefoundation.org

Established by Jean and Steve Case in 1997, the Case Foundation invests in people and ideas that can change the world. In efforts to address social challenges, the Foundation unites the principles of entrepreneurship, innovation, and technology to identify, test, prove, and scale ideas and models designed to create exponential impact. Follow us at twitter.com/casefoundation and facebook.com/casefoundation.

GLOBAL ALLIANCE FOR CLEAN COOKSTOVEScleancookstoves.org

The Global Alliance for Clean Cookstoves is a public-private partnership with a mission to save lives, improve livelihoods, empower women, and protect the environment by creating a thriving global market for clean cookstoves and fuels. Without market-based solutions, it will be almost impossible to sustainably address the cooking needs of the more than 600 million households worldwide still using solid fuels in inefficient cookstoves and open fires. In order to reach its goal of 100 million homes adopting clean cooking solutions by 2020, the Alliance is looking to generate more than a billion dollars in investment in the sector by 2020. The Alliance is also helping clean cooking enterprises enhance their capacity, scale, and outreach by funding business capacity development and growth.

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PAVEpave.com

Every good idea starts with a creative mind, a person with tremendous potential. Hopefully you’re at SOCAP to meet these types of individuals. Pave is a new platform that empowers young people to pursue impactful careers by connecting them with backers who provide funding, advice, and connections. In return, these young people offer their backers a share of income for 10 years, a flexible alternative to fixed debt payments. It’s a new type of impact investment designed to unlock a generation that wants to tackle important challenges. At SOCAP, we’ve partnered to create a new kind of showcase that focuses on the individuals driving impact, an interesting change from the product and technology demos we typically do. We hope that as you walk through the showcase you’re as inspired and as motivated to back these individuals as we are!

PSIpsi.org

PSI is a global health organization dedicated to improving the health of people in the developing world by focusing on serious challenges like a lack of family planning, HIV and AIDS, barriers to maternal health, and the greatest threats to children under five (including malaria, diarrhea, pneumonia, and malnutrition). PSI is committed to the principle that health services and products are most effective when accompanied by robust communications and distribution efforts that help ensure wide acceptance and proper use. PSI works in partnership with governments, ministries of health, and local organizations to create health solutions that are built to last.

WELLS FARGOwellsfargo.com/nmtc

Through the New Markets Tax Credit program, WellsFargo Community Lending and Investment provides debtfor construction and / or substantial rehabilitation ofcommercial and community-oriented properties locatedin low income census tracts nationwide. We also provideinvestments in low-income communities through our ownNMTC allocation or partnering with third party communitydevelopment entities (CDEs).

RENEWAL FUNDSrenewalfunds.com

Renewal Funds is a social venture capital firm that invests in early-growth stage companies in Canada and the U.S. – creating portfolios designed to deliver above market financial returns at a lower risk profile than traditional venture capital funds while delivering strong social and environmental performance. Building upon our experience investing in successful high-impact businesses since 1994, Renewal Funds focuses on sectors critical to a sustainable economy where we can support meaningful shifts in consumer behaviour: organic and natural food, green products, and environmental innovation. Renewal Funds supports passionate, experienced, change-agent entrepreneurs whose businesses we can help grow with our capital, networks, and expertise.

IMPACT HUB BAY AREAbayarea.impacthub.net

Impact Hub Bay Area continues to serve more than 1000 members in the Bay Area in 3 locations: Berkeley, San Francisco, and (the latest addition) Oakland!! Impact Hub Oakland will add to the vibrant community of social innovators, artists, investors, and entrepreneurs. The additions builds on the infrastructure we have laid for supporting all entrepreneurs and their local and global community through education, events, and coworking. At SOCAP13, we will be operating the pop-up Impact Hub experience and encourage everyone to stop in and find out more about what’s going on with the local community of social entrepreneurs in the Bay Area.

SUPPORTING PARTNERS CONTINUEDTONIICtoniic.com

Toniic LLC is a global network of action-oriented impact investors, both individuals and institutions. We increase the velocity of capital into impact investing to address global challenges. Our members commit to discover, evaluate, nurture, and invest in entrepreneurs, enterprises, and funds that are changing the world for the better. Between our global membership, we are looking to place $100 million into social enterprise.

RSF SOCIAL FINANCErsfsocialfinance.org

RSF Social Finance is a financial services organization dedicated to transforming the way the world works with money. RSF offers investing, lending, and giving services that generate positive social and environmental impact while fostering community and collaboration among participants. Our growing community of clients is furthering the work of social entrepreneurs in the fields of Food & Agriculture, Education & the Arts, and Ecological Stewardship. Building the field of social finance through community-based economic practices and a productive ecosystem of social finance partners is part of our work toward a human-centered culture of finance. Since 1984, RSF has made over $275 million in loans and over $100 million in grants to non-profit and for-profit social enterprises.

B LABbcorporation.net

B Lab is a non-profit that serves a global movement of entrepreneurs using the power of business to solve social and environmental problems. B Lab serves these entrepreneurs through three interrelated initiatives that: (1) provide them the legal infrastructure to preserve mission by establishing Benefit Corporation legal status, (2) recognizing high impact companies through B Corporation certification, and (3) helping companies attract mission-aligned capital via B Analytics, and the Global Impact Investment Rating System.

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DOMINI SOCIAL INVESTMENTSdomini.com

Domini Social Investments is an investment firm specializing exclusively in socially responsible investing. We manage funds for individual and institutional investors who wish to integrate social and environmental standards into their investment decisions. At Domini Social Investments, we are dedicated to making your investment decisions count – for your personal financial benefit, as well as for your broader hopes for a healthier environment and a more just and humane economy. Our shareholders invest with us for a variety of reasons, ranging from meeting important financial goals such as retirement or savings for college to building personal wealth. But one thing they all share in common is an understanding of the importance of their investment decisions.

SOCIAL ENTERPRISE @ GOIZUETAsocialenterprise.emory.edu

Social Enterprise @ Goizueta is an academic research center at Emory University’s Goizueta Business School. We apply business acumen and market-based solutions to achieve meaningful and enduring societal impacts. We focus on: (1) Academic research to illuminate the factors that induce and impede the realization of societal impacts (i.e., poverty reduction or environmental sustainability) using markets and / or business models and acumen. (2) Fieldwork and outreach where faculty and students engage in projects that deepen our understanding of organizations striving to achieve meaningful societal impacts and that enable us to enhance their overall effectiveness. (3) Teaching and student support activities to expose students to the many ways they can apply their business education to address a range of societal challenges.

GIVEN GOODS COMPANYgivengoods.co

Given Goods Company is a new marketplace that offers consumers a more meaningful way to shop. Highlighting items that are sustainably sourced with a tangible impact, Given Goods facilitates the discovery of high-quality, stylish products in the buy-to-give space. Featuring both established brands as well as up-and-coming makers, the store is at the confluence of the best products and the best stories.

INTERSECTION FOR THE ARTStheintersection.org

Since 1965, Intersection has pioneered arts and community development that unites people across boundaries to instigate breakthrough change. Intersection’s programs emphasize relationships, collaboration, and process. Intersection works with hundreds of artists through residencies, commissions, fellowships, fiscal sponsorship and incubation, performances, exhibitions, workshops, and public art projects; and with more than 50 community partners across sector and field. Intersection is a lead collaborator on the 5M Project, a 4-acre multi-phase, mixed-use development project in San Francisco. With the 5M Project, Intersection helps to prototype urban development embracing diversity of thought, life experience, and culture as essential to economically positive social change.

COMMUNITY PARTNERS

CREATIVE CAPITALcreative-capital.org

Creative Capital is an impact-driven arts organization that supports innovative and adventurous artists across the country through funding, counsel, and career development services. Our pioneering approach, inspired by venture capital principles, helps artists working in all creative disciplines realize their visions and build sustainable practices. Since 1999, we have invested $29 million in tailored support to 419 projects representing 529 artists. Our Professional Development Program has reached an additional 6,500 artists with skills-building workshops. By supporting creative risk-takers nationwide, we invest in artists who shape the future. Join us.

KIVAkiva.org

Kiva is a non-profit organization with a mission to connect people through lending to alleviate poverty. We envision a world where all people – even in the most remote areas of the globe – hold the power to create opportunity for themselves and others. We believe providing safe, affordable access to capital to those in need helps people create better lives for themselves and their families. Leveraging the internet and a worldwide network of microfinance institutions, Kiva lets individuals lend as little as $25 to help create opportunity around the world.

CRIcri-sf.com

Furnishing an office doesn’t have to be complicated. Not if you have sound advice, an experienced project team, and a clearly defined process. That’s what you get with CRI, one of San Francisco’s oldest and largest office furnishing dealerships. Since 1986 we’ve been making things easier for companies of all sizes and vastly different requirements, from a single office to a corporate campus.

AGA KHAN FOUNDATION U.S.A.akdn.org/akf

The Aga Khan Development Network (AKDN) is a group of development agencies with mandates that include the environment, health, education, architecture, culture, microfinance, rural development, disaster reduction, promotion of private-sector enterprise, and the revitalization of historic cities. AKDN works for the common good of all citizens, regardless of gender, origin, or religion and its underlying impulse is the ethic of compassion for the vulnerable in society. The Aga Khan Foundation U.S.A.’s Impact Investing Initiative is a direct outgrowth of its history of implementing social development programs. AKDN has, for decades, been a leader in mobilizing investment capital for development purposes.

AGA KHAN FOUNDATION U.S.A.An agency of the Aga Khan Development Network

AGA KHAN FOUNDATION U.S.A.An agency of the Aga Khan Development Network

AGA KHAN FOUNDATION U.S.A.An agency of the Aga Khan Development Network

AGA KHAN FOUNDATION U.S.A.An agency of the Aga Khan Development Network

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DELOITTEdeloitte.com

In the United States, Deloitte LLP and its subsidiaries have 57,000 professionals with a single focus: serving our clients and helping them solve their toughest problems. We work in four key business areas – audit, financial advisory, tax, and consulting – but our real strength comes from combining the talents of those groups to address clients’ needs.

ROOT CAPITAL rootcapital.org

Root Capital is a non-profit social investment fund that grows rural prosperity in poor, environmentally vulnerable places in Africa and Latin America by lending capital, delivering financial training, and strengthening market connections for small and growing agricultural businesses. Root Capital clients include associations and private businesses that help create sustainable livelihoods by aggregating the products of hundreds, and often, thousands of farmers. As of Q1 2013, Root Capital had disbursed more than $500 million in credit to more than 425 businesses. These loans have helped Root Capital clients improve incomes for more than 750,000 small-scale farm families.

COMMUNITY BANK OF THE BAY communitybankbay.com

Community Bank of the Bay is a community bank that was founded in 1996 in Oakland and now has offices in Oakland, Danville, and San Jose, California. We believe that business starts with an idea: a dream, a vision of what you want to be. Running a business means you need a smart, capable partner in a bank. We believe our approach works best. Outstanding personal service and forward thinking bank professionals who understand business -- because we are entrepreneurs too.To that end, we’ve created a bank that is going to change the way you look at banks and banking. It’s an unprecedented way to look at the customer / banker relationship. It’s a bank where outstanding service isn’t just a promise. And we know we have one thing in common – the desire to achieve success.

ROCK HEALTH rockhealth.com

Rock Health is powering the future of the digital health ecosystem, bringing together the brightest minds in health and technology to build better solutions. We support digital health entrepreneurs through a startup accelerator, public events, and open-source research. Rock Health’s accelerator program supports entrepreneurs working at the intersection of healthcare and technology through its startup accelerator program, which provides strategic and operational support, mentorship, office space, an elective $100,000 convertible note from the Rock Health Fund, and access to a top-tier network of partners, academic medical centers, and clinicians.

COMMUNITY PARTNERS CONTINUED

TECH SOUP GLOBALtechsoupglobal.org

TechSoup Global is an international network of 53 partner NGOs in Africa, the Americas, Asia Pacific, Europe, and the Middle East. For over 25 years, it has leveraged technology to build NGO capacity towards solving problems in local communities and fostering global social change. TechSoup Global’s core capabilities include running one of the biggest technology philanthropy programs in the world; providing NGO validation services to funders and corporations; gathering, analyzing, and distributing global social-sector data; and catalyzing community-oriented technology innovations.

THE CALIFORNIA ENDOWMENTcalendow.org

The California Endowment is a private, statewide health foundation, which was established in 1996 to expand access to affordable, quality health care for underserved individuals and communities, and to promote fundamental improvements in the health status of all Californians. The Endowment believes that health happens in neighborhoods, schools, and with prevention.

PHAROS EFFECTpharoseffect.com

Pharos Effect is a strategic advisory firm that identifies next generation opportunities for corporations, family offices, and individual investors. The firm provides surveillance on emerging trends and identifies potential investments and partnerships with exceptional entrepreneurs. Pharos serves as a dedicated research and development outlet for its clients, focusing on the natural resources, renewable energy, food, and health sectors. Its experienced principals leverage financial acumen acquired in both traditional and impact investing, and apply entrepreneurial expertise gained from the creation and growth of successful enterprises. Pharos does not sell products, but instead, invests in flexible, innovative solutions for its clients, in total absence of conflict of interest.

REDFredf.org

REDF is a California non-profit organization that creates jobs and employment opportunities for people facing the greatest barriers to work. Founded in 1997 by George R. Roberts, REDF provides funding, know-how, and networks to help entrepreneurial organizations launch and grow social enterprises. These double-bottom line businesses employ young people and adults who would otherwise face bleak prospects of ever getting a job because of histories of homelessness, incarceration, addiction, and mental illness. With a rigorous focus on measuring results, REDF builds the social enterprise field nationally through its thought leadership, publications, convenings, and widespread influence of the social enterprise ecosystem.

NEW RESOURCE BANKnewresourcebank.com

New Resource Bank is a mission-driven bank. We’re focused on sustainability. That means we work to have positive environmental and social impacts, as well as make a profit, and we support businesses that do the same. We’re experts on clean energy, organic food, and green building businesses, but we’ll work with any company that wants to be more sustainable. We also serve non-profits and individuals. Businesses come to us because we understand their mission, their market sector, and what they need to succeed – and we can connect them with key people in our network of sustainability leaders. Individuals and non-profits come to us because they want a bank that shares their values, and they feel good about the fact that they’re helping sustainable businesses grow. Basically, we’re the bank for people who care about sustainability.

THE JAMES IRVINE FOUNDATIONirvine.org

The James Irvine Foundation is a private, non-profit grantmaking foundation, with offices in San Francisco and Los Angeles. The Foundation was established in 1937 by James Irvine, a native Californian who devoted most of his life to business interests in San Francisco and the development of his 110,000-acre ranch in Southern California, which was among the largest privately owned land holdings in the state. Since 1937, the Foundation has provided more than $1.3 billion in grants to more than 3,500 non-profit organizations throughout California. With about $1.7 billion in assets, the Foundation made grants of $67 million in 2012 for the people of California.

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PRUDENTIAL FINANCIAL news.prudential.com

Prudential Financial, Inc., a financial services leader with more than $1 trillion of assets under management as of June 30, 2013, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. In the U.S., Prudential’s iconic Rock symbol has stood for strength, stability, expertise, and innovation for more than a century.

IMPACT SPACEimpactspace.org

ImpactSpace is the global, open database of people, companies, and investors delivering social, environmental, and financial returns, with deep resources for entrepreneurs, fund managers, individual and institutional investors, and advisors at ImpactSpace.org. Liquidnet – the global institutional trading network – is proud to partner with ImpactSpace through its corporate impact program, Liquidnet For Good.

COMMUNITY PARTNERS CONTINUED

I-DEV INTERNATIONAL idevinternational.com

I-DEV International is a management strategy and financial advisory firm that specializes in building and financing competitive, viable businesses and industries in emerging markets worldwide. We work with local SMEs and social enterprises, global corporations, and impact investors to develop business-based partnerships focused on both impact and profit.

GLOBAL SOCIAL BENEFIT INCUBATOR scu.edu/socialbenefit

The GSBI is the signature program of the Center for Science, Technology, and Society at Santa Clara University. The mission of the Center is to accelerate global, innovation-based entrepreneurship in service to humanity. Through its signature GSBI®, the Center empowers social entrepreneurs to build sustainable, scalable organizations that solve problems for people living in poverty around the world. The Center’s vision is to positively impact the lives of 1 billion of the world’s poor by 2020 by helping more social entrepreneurs help more people. Its programs inspire faculty and students with real-world case studies, distinctive curricula, and unique research opportunities, advancing the University’s vision of creating a more just, humane, and sustainable world.

E.T. JACKSON & ASSOCIATES etjackson.com

E.T. Jackson and Associates Ltd. is an international management consulting firm providing timely, leading-edge professional advice to investors in the public interest: governments, foundations, development agencies, civil-society organizations, corporations, investment funds, and universities. The firm offers a full spectrum of services that support the identification, design, planning, implementation, monitoring, and evaluation of interventions that reduce poverty, enhance resilience, sustain households, deepen democracy, advance equality, and strengthen capacities. With a track record of award-winning work in Africa and Asia, the firm specializes in impact investing, microfinance, social enterprise, civil-society organizations, gender equality, local governance, and basic and higher education.

MULTILATERAL INVESTMENT FUND www5.iadb.org/mif

The Multilateral Investment Fund (MIF), a member of the Inter-American Development Bank (IDB) Group, supports economic growth and poverty reduction in Latin America and the Caribbean through encouraging private investment and advancing private sector development. It works with the private sector to develop, finance, and execute innovative business models that benefit entrepreneurs and poor and low-income households; partners with a wide variety of institutions from the private, public and nonprofit sectors; evaluates results; and shares lessons learned. The MIF is a laboratory to test pioneering, market-based approaches, acting as an agent of change that seeks to deepen the project impact.

HANSON BRIDGETT hansonbridgett.com

Founded in 1958, Hanson Bridgett has more than 150 attorneys located in offices in San Francisco, the North Bay, Sacramento, Silicon Valley, and the East Bay. Our clients range from multinational Fortune 500 corporations to start ups to individuals and government agencies. We are proud to be the official law firm of the 34th America’s Cup.

GROOPT groopt.com

Groopt’s online platform helps organizations operate more efficiently, increase donations, and engage people for life with web and mobile applications.

UNIVERSITY OF SAN FRANCISCO SCHOOL OF MANAGEMENT ucsfca.edu/management

The University of San Francisco’s School of Management has been educating students to build more productive and compassionate organizations since its foundation in 1925. The School of Management is a catalyst for change in business, government, and non-profit managerial practice. Our outstanding faculty embodies the global, entrepreneurial spirit that defines the San Francisco Bay Area, and they reflect the University’s broader social justice and humanitarian values. Our students are challenged to connect critical thought with purposeful action, to go beyond their rigorous academic curriculum to develop ethical management practices. Both our undergraduate and graduate students emerge with the desire to change the world and the skills to be able to do so.

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IN-KIND PARTNERS MEDIA PARTNERS NETWORK PARTNERS

C: 0M: 0Y: 0K: 100

C: 0M: 0Y: 0K: 80

C: 0M: 0Y: 0K: 30

C: 0M: 75Y: 90K: 0

C: 55M: 0Y: 25K: 0

REVISED FINAL LOGO | FONTS USED: Hero Light & Cabin

Color:

Variation:

Greyscale:

Greyscale Inverted:

50%:

25%:

Color Variations:

CMYK

CMYK

Variation used in smaller areas without tagline..

Just a thought - colors can resemble different parts of the process that Exygy goes through.

FUNCTIONALITY

CREATIVITY

[RANDOM]

Celebrating people, planet and pure tea

Agora Partnerships

HUB Ventures

Presidio Graduate School

ClearlySo

4Good

Global Social Venture Competition (GSVC)

Business Alliance for Local Living Economies (BALLE)

Flywheel

Venture Greenhouse

Goldhirsh Foundation

New Ventures México

Sitawi

Future of Fish

ReWork

Social Enterprise Alliance

i-genius

Ennovent

UniversalGiving

Artemisia Social Business

Artha Platform

Center for Advancement of Social Entrepreneurship (CASE at Duke)

PUREPROJECT

The William James Foundation

Global Social Benefit Incubator (GSBI)

Full Circle Fund

BiD Network

Sustainable Brands

Investor’s Circle

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SOCAP TEAMS

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SOCAP TEAM: ACCELERATING THE GOOD ECONOMY 365 DAYS A YEAR

SOCAP MANAGEMENT TEAM

SOCAP CONTENT TEAM

Our diverse team of serial entrepreneurs, impact investors, multilingual travelers, production experts, and content innovators work together year-round to do more than just produce events. Together, we scour the world and connect grassroots and institutional efforts for social innovation. We seek to accelerate the good economy and we have a lot of fun doing it.

KEVIN JONES Founder, Convener, and Curator

ROSA LEE HARDEN Founder and Executive Producer

PENELOPE DOUGLAS Board Chair, Mission HUB

TIM FREUNDLICH Founder

JENNIFER NICE General Manager, Mission HUB

Many hours of effort went into bringing you this content, not only from the official Content Team, but also by leaders who gave their time to corral speakers and work with us as we juggled schedules and harassed them about deadlines. In addition to overall content generation and oversight from Kevin Jones and Elizabeth Krueger, our content areas were orchestrated by:

HEALTH

Douglas Jutte, MD, MPH is a professor and population health researcher at UC Berkeley’s School of Public Health and Executive Director of the newly formed National Partnership for Community Development & Health. Dr. Jutte graduated from Cornell University and received an MD from Harvard Medical School and a master’s degree in public health from UC Berkeley. He completed his pediatric training at Stanford University and continues to care for at-risk newborns as a neonatal hospitalist.

OCEANS

Jeff Leifer, CEO of Circadian Media Lab, worked with a team of content experts including Cheryl Dahle and Cari Hanson (founder and strategist respectively, both from Future of Fish), as well as Monica Jain, founder of Fish 2.0. Jeff is a social entrepreneur, storyteller, and financial reformer with three decades’ experience at the intersection of technology, media, and design thinking. Kelly Pendergrast from Circadian Media Lab and Lindsay Norcott from SOCAP provided content support and project management for the development of this track.

COMMUNITIES

Gray Robinson is the Program and Recruitment Director for Village Capital and the Blue Sky Network in Louisville. She previously worked as a Village Capital Associate in Istanbul, Turkey, where she scouted more than 150 social enterprises and managed a strategic assessment of future Village Capital programs in the region. Gray received her BA in Political Science with a minor in Economics from Davidson College.

INVESTING

Elizabeth Krueger – Content Producer for SOCAP13 – has been working with the SOCAP team in various capacities since 2009, and with Kevin and Rosa Lee since a 2005 conference on Values. A former executive in financial services and health technology organizations, she has increasingly focused her career on impact investing and social enterprise where her systems thinking and execution skills can help accelerate change. Liz holds an MBA in Sustainable Management from Presidio Graduate School. She really does answer interchangeably to Elizabeth and Liz.

MEANING

Tim Soerens is the co-founding director of the Parish Collective, a faith-based social enterprise that convenes leaders for holistic renewal rooted in particular neighborhoods while also linking collaboratively across the city. He is a co-founding adviser of the Impact Hub Seattle and this year’s “meaning” curator for SOCAP. Tim earned a BA in Rhetorical Sciences from the University of Wisconsin-Madison, and a Masters of Divinity from the Seattle School of Theology and Psychology.

ART

Laura Callanan is currently Scholar-in-Residence at UC Berkeley’s Haas School of Business, Visiting Fellow at NYU Wagner School of Public Service, and Senior Fellow with The Foundation Center. As a consultant with McKinsey & Company, she led Supporting Leaders Who Scale What Works, looking at what social sector leaders – including artists – need to succeed. Previously, Laura served as Associate Director at the Rockefeller Foundation, overseeing program-related investments in Creativity and Culture.

OPEN

Rebecca Petzel works with for-profits, non-profits, networks, and foundations helping groups take collective action for a better world. She has spent the past five years unpacking the way that how we work together affects our health, as individuals and as a society. Since completing her thesis on the potential of collaborative innovation communities to fuel social and environmental change in 2009, she’s been fortunate to work with inspiring organizations and networks across the globe designing better systems for participation and experiences that unlock our collaborative potential.

SOCAP PRODUCTION TEAM

JONATHAN AXTELL Associate Producer for Partnerships

Jonathan Axtell is Director of Partnerships at Mission HUB. After volunteering at the first SOCAP in 2008 as a social entrepreneur, Jon came on staff to co-manage 5 consecutive SOCAPs and help execute SOCAP’s vision of creating a global movement of people seeking to align the economic systems of the world with our values. Part of the Impact Hub Bay Area family for the past three-and-a-half years, Jon was on the team that launched Impact Hub Berkeley and Impact Hub San Francisco. Prior to joining SOCAP, Jon lived in China and completed his MBA at the Monterey Institute of International Studies, while starting up a social enterprise project in Zambia, Africa. Jon speaks Mandarin Chinese and loves trains.

KARI GRAYEvents and Logistics Manager

Kari supervises events, programs, and logistics for Impact Hub and is managing the logistics for SOCAP with the support of Groundswell Marketing. Kari has organized issues-driven events of all sizes: Earth Day Network events, music festivals, college speakers’ tours, digital literacy advocacy programs, and community health resource fairs. She also organizes one-day computer help days to provide computer training and tech support in digitally excluded communities throughout California.

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SOCAP SUPPORT TEAM SPECIAL THANKS

SOCAP EUROPE FOUNDING TEAM

MEGAN McFADDENCommunications Manager

Megan is the Online Media Manager for Social Capital Markets (SOCAP), where she is responsible for the organization’s online presence through website management, community outreach, social media, and strategic partnerships. Prior to joining SOCAP, Megan was a founding team member of a social enterprise start-up called Everywun, an action-based alternative currency platform, where she led online media and product development. She has 8+ years experience in supporting socially conscious startup organizations including a natural food company, an LGBT community non-profit, and a B Corp public relations firm.

FABIENNE BLANCRegistrar

Fabienne, a native of France, was raised by parents who were enthusiastic early adopters of organic gardening and she ate fantastic fresh food à la “Chez Panisse” throughout her childhood. After studying law in France, she moved to San Francisco to join her husband and raise her children. She has been SOCAP’s registrar since 2011.

JOHN TALBOTT Entrepreneur Coordinator

SARAH STAMATIOU Entrepreneur Support

REBECCA PETZEL SOCAP: Open Manager

LEIGH RODWICK Partnerships

MARA SLADE Content Associate

ANDREW RODRIGUEZ Market Scout, SOCAP: Meaning

KATHARINE ROGERS SOCAP: Investing Support

SUSAN MOON SOCAP: Health Support

MELODY TULIER SOCAP: Health Support

RUTH BRADEN Communications Support

NICOLE SHORE PR Manager

MIA LAUTER Volunteer Coordinator

CASEY TERRAZAS Technical Director

BJÖRN FALKEVIK Livestreaming

PETTER KARLSSON Livestreaming

LOGAN SHILLINGLAW Videographer

AARON MARET Design

WILL BRADEN Design Support

BJ HARDEN JONES Copy Editor

KATHY BRUIN Impact Hub Bay Area

TIM NICHOLS Impact Hub Bay Area

BERT MEIJERS Innovation Showcase

JANINE ELLIOT Meaning Tent Coordinator

DOMINIQUE KATZ

RACHEL MIKULSKY

ARIEL ROSEN

JOY ANDERSON

ALISON LOOMIS

LAUREN HIGGINS

BROOKE ESTIN

HINNERK HANSEN

JARROD SHAPPELL

FRANK VAN BEUNINGEN

MARGARET MCGOVERN

KEVIN JONES

TIM FREUNDLICH

ROSA LEE HARDEN

SOCAP PRODUCTION TEAM CONTINUEDDIANA CONNOLLYProduction Manager

NICOLETTE OLIAROProduction Coordinator

Diana and Nicolette from Groundswell Marketing are thrilled to be part of the SOCAP team this year! Diana has recently completed an MBA in Sustainable Enterprise, and combines a passion for producing events with a social mission with the expertise to manage them in an environmentally responsible way. Diana and Nicolette bring more than 40 combined years of creativity and experience in managing large-scale events and programs.

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ACCELERATING

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TRANSPARENCYSOCA

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TRANSPARENCY AT SOCAP13ECOTONE CREATIVEecotonecreative.com

Ecotone Creative helps organizations expand their communities and magnify their impact. Using a design-based approach to marketing and operations, we support the creative expression of social initiatives from Silicon Valley to the most remote villages in the world. Our portfolio includes: growing a green building conference from spreadsheets to USA Today’s front page, restructuring Laos’ cornerstone sustainability initiative, and scaling the world’s largest cleantech accelerator internationally. The Ecotone team is proud to be part of SOCAP for a second year. Using collaborative design techniques, Ecotone facilitated the Impact Hub and SOCAP teams in expressing their brands through one, unified experience.

FORT MASON CENTERfortmason.org

SOCAP13 returns for a sixth year to its dynamic water-front home at Fort Mason Center, a unique destination for thought-provoking programs, events, and organizations that support and reflect the evolving cultural fabric of San Francisco. The campus is a National Historic Landmark and part of the Golden Gate National Recreation Area, the country’s largest urban national park.

SELFLESS TEEselflesstee.com

This year, SOCAP volunteers and staff are wearing t-shirts from SelflessTee, a San Francisco based organization that raises money and awareness for charities with cause-inspired apparel. Every two weeks, SelflessTee launches a campaign with a new cause-inspired tee, with a different charity, and fueled by the social shares and purchases of the community. SelflessTee donates $7 from every t-shirt sold.

U.S. PURE WATERuspurewater.com

The water in Festival comes from U.S. Pure Water Corporation. The full spectrum water treatment service and sales company’s aim is to reduce plastic waste & the use of fossil fuels in the delivery and production of plastic bottles, by providing equipment that treats at the point-of-use (POU) rather than at a treatment plant far away. USPW converted SF City & County to POU systems, and is helping to green events, preventing hundreds of thousands of bottles from landing in the waste stream.

SAN FRANCISCO CONSERVATION CORPSsfcc.org/recycling.html

SOCAP and SFCC couldn’t do it without you! All event waste at Fort Mason Center is managed by the San Francisco Conservation Corps with an aim toward landfill diversion and resource recovery. Following SOCAP11, we received this update from SFCC: “We were able to produce a resource recovery / landfill diversion rate of 96.19%, which means that only 3.81% of the event’s total generated waste of 11799.72 lbs is headed to landfill. These great numbers could not have been achieved without your support and cooperation in striving for a ‘zero waste’ event. SOCAP is absolutely one of, if not the greenest event that we do. It is obvious that the SOCAP producers and attendees have a real interest in putting on as green an event as possible, which is extremely rare and a pleasure for us to be involved in.”

GROUNDSWELL MARKETINGgroundswellmktg.com

Groundswell Marketing joins the SOCAP production team this year. Groundswell Marketing is an event marketing firm specializing in Sustainable Tradeshows, Conferences, and Marketing Program Management. Our clientele ranges from start-up enterprises to the Fortune 500. From strategy, through design, to execution, we keep program goals in focus through every detail. We are a Bay Area Certified Green Business, and are committed to helping our clients produce successful programs with triple bottom line results.

IMAGE 4image4.com

Image 4 is providing the majority of the banners throughout our event. Image 4 is the first Environmental Branding company to join the USGBC (US Green Building Council), and to deploy LEED and GBC-accredited staff to support our client’s green building initiatives. We also have earned “Green Advantage-Commercial” status as a “green” contractor. Green Advantage contractors assist in developing LEED credits for projects.

ACRE GOURMETacregourmet.com

Acre Gourmet makes choices that support sustainability. Acre wants to set an example by protecting the environment for future generations by abiding by these business principles:

• Using local, organically grown produce and humanely raised meats

• Buying directly from local purveyors to cut down on food miles and increase their profits

• Following sustainable practices like our full composting / recycling program that aims for ‘zero waste’ and our use of ‘to go’ packaging made from biodegradable sugar cane fibers

• No use of pre-packaged, processed foods• Using modern energy-saving equipment and high

temperature dishwashers that cut down on the use of chlorine

• In all of our kitchens, Acre uses the freshest, least processed ingredients available and whenever possible uses organic products that are naturally low in sugar and saturated fats. Menus are diverse, balanced, and exceed USDA guidelines for nutrition.

Changing the direction of capitalism is about more than just talk, it’s about delivering on our ideals. That’s why we’ve done everything we can to use vendors who share our values for social responsibility and social benefit. We’ve also tried our best to minimize the detrimental environmental impact that large conferences like this one generally have. For instance, this year’s badge holder is fully biodegradable with zero toxic residue, and the lanyard is made of 100% biodegradable and renewable bamboo. From consumption and waste to energy and emissions, we’ve taken steps to reduce the event’s footprint and make sustainability our priority.

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