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18

SOCAP18 CAMPUS
Indigenous @ SOCAP

FIREHOUSE

FESTIVAL PAVILION BEER E


GARDEN

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

BUILDING E

Cowell Lobby BUILDING D


Entry to
Cowell Theater

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

Seminar 2 Gray Box


BUILDING C
See below for details
San Francisco Bay

Sartle Library BATS Theater


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

WEST PIER GATEHOUSE


BUILDING A

ENTRANCE

BUILDING C / 2ND FLOOR

B C
Elev.
Stairway
Entrance

A D
Lav. Stairs
Green Room
Access to Main Stage

Lounge

Climate Ribbon Indigenous


@ SOCAP

Meeting Room #6
WELCOME 8

EXPERIENCE 18

ENTREPRENEURS 24

CONTENT 30

SCHEDULE 36

PARTNERS 76

TEAM 88

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

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


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

I have always been amazed and grateful for the generosity


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

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


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

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


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

In 2015, we launched SOCAP 365 to continue these


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

8 SOCAP18 OCT. 23-26, 2018


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

Lindsay Smalling
CEO, SOCAP

WELCOME 9
Intentional Media is a family of media and event brands charged
with catalyzing our transition to an economy that ensures our social,
environmental and economic systems thrive together.

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


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

Transforming moments to movements and thoughts to action –


Intentional Media

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

WHAT WILL
IT TAKE
MOVEMENTS
ROBERT J. CARUSO

CHAIRMAN + MANAGING PARTNER

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

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

+ Learn more about Intentional Media from the mainstage on


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

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


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

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

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

LIVE 365 + UNLIKELY ALLIES:


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

Listen now and SUBSCRIBE across these platforms:

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

MANAGING DIRECTOR, GOOD CAPITAL PROJECT

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

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

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

CO-FOUNDER + CEO, CONSCIOUS COMPANY MEDIA


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

WORLD-CHANGING CONSCIOUS COMPANY THE CONSCIOUS COMPANY WORLD-CHANGING


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

FOUNDER + CEO, WHAT WILL IT TAKE MOVEMENTS


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

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

First, the Essentials

NURSING LOUNGE ACCESSIBILITY

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

ANTI-HARASSMENT POLICY

VOLUNTEERS
SOCAP is dedicated to providing a harassment-free
conference experience for everyone, regardless
of gender, gender identity and expression, sexual SOCAP18 welcomes more than 100 volunteers who
orientation, disability, physical appearance, body size, will act as your guides to the gathering. Our volunteers
race, age, or religion. We do not tolerate harassment are inquisitive students, career changers, inspiring
of conference participants in any form. Conference entrepreneurs, and knowledgeable social enterprise
participants violating these rules may be sanctioned or staff who are available to answer questions and offer
expelled from the conference without a refund at the unique perspectives. Keep an eye out for the folks
discretion of the conference organizers. wearing this year’s gray volunteer t-shirt.

18 SOCAP18 OCT. 23-26, 2018


Connecting at SOCAP

HEY – NICE PIN! ONLINE COMMUNITY

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

EXPERIENCE 19
Extracurricular Activities

Climate Ribbon Gender Lens Investing Champions


theclimateribbon.org Breakfast
Wednesday and Thursday in the Big Top Tent
As you enter Festival Pavilion, you are greeted by a
gorgeous installation that has traveled the world—the
A highlight of SOCAP for many, the gender lens breakfast is
Climate Ribbon. The Climate Ribbon (CR) is a global,
an invitation to start your morning with a gender lens focus
participatory storytelling project that helps us move from
and connect with people you might not have connected
climate grief to climate action by inviting participants
with otherwise. Grab breakfast in the front of the Big Top,
to share the beloved things they stand to lose to climate
then head to the back of the tent for this conversation that
change and to commit to protecting all that we can. “Next
is intended to focus thinking, strategizing, and acting with a
year’s harvest.” “Clean air and water.” “The future of our
gender lens.
children’s children.” This simple, heartfelt participatory
project engages participants in thinking about what
they love in their specific town, city, or community; it’s a
collaborative act of story-sharing and commitment-making
across generations. Visit the Intentional Lounge to make
Indigenous @ SOCAP
your ribbon, connect with others, and take someone’s Across the globe, Indigenous people share the inherent
ribbon home. Together, our stories and commitments value system of earth stewardship. This holistic approach
weave a giant thread connecting all of us us as we work for of humanity working in harmony with nature is an
a healthy, sustainable planet. @climateribbon intrinsic component that runs through the cosmology of
the Indigenous Peoples of this planet. An Indigenous-led,
regenerative economy has never been more crucial for the
world than at this moment in human history.
Africa @ SOCAP
Building on SOCAP’s first Indigenous land
Big Top Tent Lounge
acknowledgement in 2017, this year SOCAP is stepping
up with a full program of Indigenous voices entitled
In addition to the sessions focused on Africa, we also have
Indigenous@SOCAP18.
a large cohort of African scholarship entrepreneurs and
other attendees joining us from Africa at SOCAP18. Visit
Curated and produced by Indigenous social entrepreneurs
the lounge in the Big Top tent to meet entrepreneurs
and a collective of supporting partners, Indigenous@
and leaders who have traveled far to join in this global
SOCAP18 is taking the conversation beyond “sustainable” to
gathering of the social capital markets.
transform the extractive economy, exploring how, together,
we can realize a regenerative economy.

Set in a 360 dome next to the Firehouse, Indigenous@


SOCAP Bookstore SOCAP18 hosts an immersive program with interactive/
Many of our mainstage speakers have recently released VR film productions, daily discussions about regenerative
books; we have these books available for purchase at the wisdom, and tangible actions with Indigenous leaders,
SOCAP bookstore. We will also have time for authors to visionaries, and culture bearers.
sign books—check out Pathable or stop by the bookstore
for a full schedule of book signings. The following is a Highlights include the following: 360 video narrated by
sampling of available books: Dr. LaNada War Jack, “Alcatraz to Standing Rock”; Patrick
»» Lean Impact, Ann Mei Chang and Eric Ries Kincaid - Founder, Inherent Rights Agency, “Native Nation
»» The Elite Charade of Changing the World, Anand Building”; Decolonizing Wealth book release with Author
Giridharadas Edgar Villanueva. Look for Indigenous@SOCAP18 on
»» Purpose of Capital, Jed Emerson Pathable to learn more!
»» Fistful of Rice, Vikram Akula
»» The Alternative, Mauricio Miller A co-production of Empowerment WORKS and Seeding
»» Reclaiming the American Dream, Ben Hecht Sovereignty.
»» What Will It Take to Make a Woman President, Marianne
Schnall »» David Michael Karabelnikoff / Unangan (Aleut) /
Co-Producer, Indigenous@SOCAP18 / Catalyst,
Empowerment Works / david@empowermentworks.org

»» Christine Nobiss, MA / Plains Cree-Saulteaux,


George Gordon First Nation / Co-Producer,
Indigenous@SOCAP18 / Decolonizer, Seeding Sovereignty
/ christine@seedingsovereignty.org
After Hours

Welcome Reception Wine Down


Tuesday, 6:00 pm - 9:00 pm Wednesday, 5:00 pm - 7:00 pm

The first night of SOCAP is full of energy and the potential Located in Festival Pavilion in the Intentional Lounge,
of all the conversations and insights to come. Catered this on-site happy hour is an opportunity to connect with
by Acre Gourmet with delicious local fare, this welcome friends and make dinner plans in the fabulous city of San
reception kicks off your SOCAP experience, helps Francisco. (Additional local meet-ups are encouraged to
you connect with old friends, and lets you make new self-organize via Pathable! SOCAP18.pathable.com)
connections to build on through the week. Join us!

The Ghost Fleet: Film Screening Party! Party! Party!


with Director Q&A Food Trucks and Festivities
Wednesday 6:30 pm - 8:30 pm Thursday, 5:30 pm - 9:30 pm

SOCAP is delighted to host a special screening of The Don’t miss a favorite SOCAP tradition: the Food Truck Party.
Ghost Fleet, a documentary feature that uncovers the vast With fifteen food trucks and two incredible bands lined up,
injustice of slavery in the Thai fishing industry through you can dance and dine the night away with an ocean front
thrilling escape stories. Thailand supplies a large portion view. This is our big bash of the week and we’re pulling
of America’s seafood, but Thailand’s giant fishing fleet is out all the stops for a lively evening to celebrate all of the
chronically short tens of thousands of fishermen per year. amazing work and impactful collaborations that spring
Human traffickers have stepped in, selling captives from from this community.
the region to the captains for a few hundred dollars each.
The screening will be followed by discussion and Q&A with
director Shannon Service.

EXPERIENCE 21
ENTREPRENEURS
Entrepreneurs @ SOCAP18
Growing the marketplace for impact depends on the ingenuity and persistence of outstanding
social entrepreneurs from around the world. In addition to offering scholarships to 150
entrepreneurs each year, we also find new ways to highlight and accelerate these ventures using
the SOCAP platform and this influential community. Take the time to hear their stories, their
ambitions, and challenges—they are the heart of SOCAP and the boots on the ground.

Impact Accelerator @ SOCAP Special Entrepreneur Cohorts


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

24 SOCAP18 OCT. 23-26, 2018


Marketplace
Grab a souvenir to take home from SOCAP and support a social entrepreneur! While the majority of our scholarship
entrepreneurs offer programs or services, a handful of them create beautiful, quality products that we are excited to share with
our attendees. Be sure to stop by the entrepreneur marketplace, located in the center of Festival Pavilion, to see the wonderful
products created from high impact sourcing and production.

Featured at the Marketplace:

ADELANTE SHOES SENDA


Adelante Shoes is a sustainable fashion brand that sells high Senda customers help provide living wages to workers
quality leather shoes, custom made and delivered under who make premium quality soccer balls in Fair Trade
ten days. They are set to re-define the craft shoe experience working conditions, giving them the freedom to focus on
through customer-to-cobbler connection and product craftsmanship. Further, Senda focuses on promoting joy and
customization. They prioritize economic development, but community through the beautiful game, which goes hand-in-
they do not sacrifice quality or style. hand with achieving results on and off the field.

ZEGO SOKO
ZEGO makes nutrition-packed seed and fruit snacks that We’re pioneering Ethical Fast Fashion, aligning handmade
meet the dietary needs of almost all of today’s special diets— talent from emerging markets with the internationa fasion
from allergies to gluten-free to diabetic. Their products are consumer. We work with artisan entrepreneurs every day
delicious and nutritious, two things lacking in most special to build their businesses, improve production capacity, and
diet foods. sustainably increase income.

BURLAP AND BARREL PUROSOL


Burlap and Barrel sources unique, beautiful spices directly Purosol supports communities in the north-east of Zacapa,
from smallholder farmers and cooperatives around the Guatemala, by buying fruit to dehydrate using solar energy
world. They supply to restaurants, independent spice shops, without using chemicals or preservatives. Purosol makes
artisanal food and cosmetics manufacturers, and individual dehydrated fruit snacks and dehydrated fruit bars, supporting
consumers. They work to end inequality and exploitation in low-income families so that they can obtain education,
food systems that disenfranchise skilled farmers. health, and well-being.

PULP PANTRY RELEVÉE


Pulp Pantry transforms fruit and vegetable by-products Relevée is a socially-conscious fine jewelry brand that
that would otherwise go to waste into delicious nutrient- features ethically sourced material. Relevée empowers our
dense products at price parity with conventional, processed female jewelers who are rising above their past traumas and
alternatives. They create delicious reinventions of classic hardships to be independent, trailblazing professionals. They
snacks. Think Cinnamon Toast Crunch but made from carrot provide high-wage employment to survivors and vulnerable
pulp. women, building community leaders to break the cycle of
gender violence and extreme poverty.
ACARI
Acari takes the devil fish, a hated, invasive species of fish in RAYITO DE LUNA
Southern Mexico, and processes it into fish products. They Rayito de Luna is a Mexican company which develops
then market it in the United States and other countries where personal care products for men and women. Their products
there is a robust demand for sustainable seafood. are made with the finest natural ingredients and are synthetic
chemical-free and in green packaging. Produced with
ELLIEFUNDAY sustainable, eco-friendly processes and fair trade practices,
EllieFunDay works with partner organizations that employ Rayito de Luna supports and develops small, independent
marginalized women specifically in India to help them producers.
become self-sustaining. Their hope is to provide a fair wage,
relevant job training, and a dignified living for many who are
susceptible to human trafficking.

ENTREPRENEURS 25
SOCAP18 Social Entrepreneur Angie Eilers / United States / UR Turn, SBC

Scholarship Recipients Hasan Zafer Elcik / Turkey / Otsimo


Nicolas Enjalbert / United States / From Uniformity to
We received over 800 applications for the social Diversity
entrepreneur scholarship this year. The following are the
social entrepreneurs known to have accepted scholarships Okey Esse / Nigeria / Peachwater Consulting
for attendance to the conference as of our print deadline for Benjamin Fernandes / United Republic of Tanzania / NALA
this program book. The most up-to-date list of scholarshipped
entrepreneur attendees is available on our conference site. Andrew Foote / Kenya / Sanivation
Soraya Fouladi / United States / Jara
Rasha Abu-Safieh / Palestinian Territory / GGateway
Danielle Franco / United States / TO THE MARKET
Kirk Acevedo / United States / Zomia SPC
Dana Frasz / United States / Food Shift
Komal Ahmad / United States / Go Copia. PBC DBA Copia
Natasha Freidus / United States / NeedsList
Alberto Altamirano / United States / Cityflag, Inc.
Anna Frellsen / Denmark / Maternity Foundation
Hadeel Anabtawi / Jordan / The Alchemist Lab
Ethan Frisch / United States / Burlap and Barrel
Félix Omar Angulo Arce / Peru / Sustainable Fishery Trade
Maneet Gohil / India / Lal10 - Happiness is Handcrafted
Caroline Angus / United Kingdom / Deciwatt
Saieshan Govinder / South Africa / EduAfrika
Manka Angwafo / Cameroon / Grassland Cameroon Ltd
Talib Graves-Manns / United States / Black Wall Street
Ivy Appiah / Ghana / Tiwajo Industry Limited Homecoming
Wafaa Arbash / United States / WorkAround Gizella Greene / Ecuador / SuperFoods Ecuador
Juan Asensio / Guatemala / 1bot Yasmin Grigaliunas / Australia / World’s Biggest Garage Sale
Jose Antonio Avina II / United States / Sacramento Eco Fitness Feven Haddis / Ethiopia / Creative Professionals Consult
Dickson Ayuka / Kenya / UjuziKilimo Jeffrey Hallowell / United States / Biomass Controls LLC
Claire Baker / United States / The Toothpick Project Asher Hasan / Pakistan / DoctHERs
Benjamin Best / Uganda / Numida Mursal Hedayat / United Kingdom / Chatterbox
Morgan Bierschenk / United States / Geoship Craig Heintzman / Kenya / Arifu
Alice Bosley / Iraq / Five One Labs Katie Hench / United States / Infiniteach
Felix Brooks-church / United Republic of Tanzania / Sanku Agata Hinc / United States / Skyven Technologies
Angelo Campus / United States / BoxPower Jessica Hubley / United States / AnnieCannons
Antionette Carroll / United States / Creative Reaction Lab Rebecca Hui / United States / Roots Studio
Michael Carson / United States / Trees for the Future Omar Itani / Lebanon / FabricAID
Claudia Castellanos / Swaziland / Black Mamba Foods Heather Itzla / United States / Wisdom Supply Co.
Jesus Cepeda / Mexico / OS City Leah Jean / Haiti / SOIL
Xiaohoa Ching / United States / Literator Daniel Joloba / Uganda / Rabboni Group Ltd
Thinley Choden / Bhutan / Bhutan Tours and Travels / Bhutan Riley Jones / United States / Bloc
Impact
Eric Kaduru / Uganda / KadAfrica
Jenifer Colpas / Colombia / Tierra Grata
Kristin Kagetsu / India / Saathi Eco Innovations India Pvt. Ltd.
Micaela Connery / United States / The Kelsey
Kader Kaneye / Niger / ILIMI, the African Development
Robert Cunningham / Kenya / RVE.SOL University
Roberto D’Angelo / Italy / Mirrorable Colleen Kavanagh / United States / ZEGO
Kavaneet Dhami / United States / KDHI Agriculture Japheth Kawanguzi / Uganda / The Innovation Village
Paulo Duarte Modesto / Paraguay / Broterra Lina Khalifeh / Jordan / SheFighter
Ankit Durga / India / Leap Skills Ashley King-Bischof / Kenya / Annona, PBC
Dianne Dusaidi / Rwanda / Kasha Rwanda Michael Kleinman / United States / Orange Door Research
Sofia Eckrich / United States / Teysha Kevin Kung / United States / Takachar

26 SOCAP18 OCT. 23-26, 2018


Gina LaMotte / United States / EcoRise Juan Orellana / Guatemala / PuroSol
Omar Landa Abad / Mexico / Rayito de Luna Payan Ouko / Kenya / Cedars Diagnostics
Tiffany LaTrice / United States / TILA Studios LLC Vikrant Pandey / Nepal / Fight Back
Manon Lavaud / France / Musana Carts Nachiket Patel / India / SP ECO FUEL
Anike Lawal / Nigeria / Mamalette Paloma Pineda / France / Ethical Apparel Africa
Jin Lee / United States / BabyNoggin Josuel Plasencia / United States / Forefront
Laura Libman / United States / The Tia Foundation Nina Poxleitner / Austria / MORE THAN ONE PERSPECTIVE
Leah Lizarondo / United States / 412 Food Rescue Aneri Pradhan / United States / ENVision mobile
Meredith Lockwood / United States / Relevée Abilasha Ramanan / United States / ImpactVision
Luis Lopez Martinelli / Mexico / Hipocampus Centros de Thomas Ricolfi / Mexico / Tenoli
Aprendizaje
John Roberts / United States / InvestED, PBC
Mwila Lwando / Zambia / Live Clean initiatives
Ivy Russell / United Kingdom / Maya Apa
James Thuch Madhier / Canada / The Rainmaker Enterprise
Tori Samples / United States / Leaf Global Fintech
Charlot Magayi / Kenya / Mukuru Clean Stoves
Manoj Sanker / India / NemoCare
Lisa Magill / United States / Aleria PBC
Ayla Schlosser / Rwanda / Resonate
Lilian Makoi / United Republic of Tanzania / Jamii Africa
Thami Schweichler / Netherlands / Makers Unite
Gilbert Malinga / Uganda / Energy Projects in East Africa -
Francisca Severino / Chile / Freshwater Solutions
Terre Quanta Inc
Sona Shah / United States / Neopenda
Brian Manning / United States / Mama Maji
Stella Sigana / Kenya / Alternative Waste Technologies
Paola Masperi / United Kingdom / MayaMiko
Aashna Singh / India / Mooo Farm
Mellisa Mazingi / Swaziland / Gone Rural Swaziland
Linda Solomon Wood / Canada / National Observer
Alfred MBINGLO / Ghana / RECFAM
Stefan Steinberger / Austria / refugees{code}
Sonali Mehta-Rao / India / Awaaz.De
Jake Stika / Canada / Next Gen Men
Laura Mendoza / Mexico / Unima
Liccet Suarez / Peru / Nassf Travel
Susan Mernit / United States / Hack the Hood
Rachel Taber / United States / 1951 Coffee Company
Stephen Meyer / United States / Pergamena
Khizr Imran Tajammul / Pakistan / Jaan Pakistan
Victor Mhango / Malawi / Ziweto Enterprises Limited
Claudia Tello Arenas / Mexico / Escucha mi Voz
James Mitchell / Kenya / Orkidstudio
Allen Bailochan Tuladhar / Nepal / Picosoft Pvt Ltd
Michael Mitchell / United States / Acari
Tobin Van Ostern / United States / Savi
Ashley Miyasaki / United States / Pulp Pantry
Ebrahim Varachia / United States / Ebrahim Varachia
Luciano Moccia / Vietnam / Medical Technology Transfer and
Services Henry Weitzner / United States / Turning Earth
Donovan Morrison / United States / Luna Lights Abbey Wemimo / United States / Esusu Financial
Noella Moshi / Nigeria / WAVE Academies Ebunoluwa Yussuf / Nigeria / Gallereno Works Ltd
Bob Mott / Guatemala / Adelante Shoes
Hadiyah Mujhid / United States / HBCU.vc
Your Ticket: Sponsoring Entrepreneurs
Livingstone Mukasa / Uganda / Mazima Retirement Plan
SOCAP sets aside 150 tickets (a tremendous amount of our
Ruth Nabembezi / Uganda / Ask Without Shame budget) to provide entrepreneur scholarships. Your ticket,
Francis Nderitu / Kenya / Vakava our many speakers who pay their way to the event, and
sponsor contributions all make this financially possible. By
Jenna Nicholas / United States / Impact Experience making scholarships available and bringing these on-the-
Rebecca Novak / United States / ScriptEd ground entrepreneurs to SOCAP, we create the vibrant mix
of entrepreneurs, investors, and other players that sustain a
Michał Nowak / Poland / Food Outlet growing marketplace for impact. We thank you for the role
Jose Luis Nuno / Mexico / Unima you play in making this space accessible and inclusive.

ENTREPRENEURS 27
CONTENT
SOCAP18 Programming
There are a lot of experiments taking place at SOCAP18 to bring a fresh approach to the next
decade of impact. What’s new this year?

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

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

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

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

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

30 SOCAP18 OCT. 23-26, 2018


SOCAP18 EMCEES

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

Saami Bloom Ashara Ekundayo


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

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


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

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

IMPACT INVESTING MEANING

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


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

CONTENT 31
GENDER + MARKETS RACIAL EQUITY

Long before #metoo and Time’s The conversations and organizational


Up, core members of the SOCAP change sparked by the inaugural
community raised issues of gender Racial Equity track at SOCAP17 have
equity, women’s empowerment, continued across other convenings
and investing in women and girls. and collaborations this past year.
This community has advanced We will continue to deeply explore
conversations with a gender lens in Co-presented by:
this complex topic to support all
Presented by:
investing and entrepreneurship for stakeholders building the impact
many years, and we’re seeing many economy in setting a foundation of
new developments in this field to racial equity and in prioritizing a
elevate gender to a central theme of diversity of perspectives for truly
SOCAP18. inclusive organizations and practices.

TRANSFORMATIVE AFRICA
DEVELOPMENT
An amazing range of stakeholders in
Real estate is an anchor of the market the African impact ecosystem reached
in most places, and investors can out this year to support a greater
transform communities by applying presence of African entrepreneurs
a lens of affordability, walkability, and investors at SOCAP18. With help
transportation, access to healthy food from various ecosystem builders, we
and services, and other considerations will have a robust discussion about
Presented by: Presented by:
that bring a more holistic and the gaps and opportunities in social
sustainable approach to development. capital markets across the continent,
Institutional-scale investment and specific to regions and sectors,
opportunities are emerging that with African representation much Co-presented by:
build on conversations of affordable greater than in previous years.
housing, creative placemaking, and
social determinants of health from
previous SOCAP programs.

BLENDED FINANCE CIRCULAR ECONOMY

In the field of international How might we design waste out of


development, the Sustainable systems and build an economy that is
Development Goals (SDGs) have restorative and regenerative? Beyond
catalyzed a wave of new public- being an interesting theoretical
private partnerships to drive more concept, recent work to shift various
capital into achieving the global systems (food, fashion, consumer
goals. As a longtime platform for packaging, electronics) toward a
Presented by: Co-presented by:
breaking down silos, SOCAP is thrilled circular economy is uncovering
to host conversations of innovative massive investment opportunities
financial instruments that meet the that are showing up all across the
risk, return, and impact expectations ecosystem, engaging corporate, seed
of a range of investors to unlock Co-presented by: stage, and institutional investors
more capital to address social and among others.
environmental challenges.

32 SOCAP18 OCT. 23-26, 2018


ALTERNATIVE OWNERSHIP MODELS INDIGENOUS COMMUNITIES

Employee ownership is a powerful Indigenous Peoples constitute the


alternative to the extractive nexus largest minority in the world at almost
of corporations and mainstream 5% of the global population, and
finance. And other ownership their traditions offer valuable wisdom
structures go further, challenging the on environmental stewardship,
concept of ownership itself. We will health, community, and more.
explore innovations in the ownership However, investment into indigenous
space and detail how investors communities can be misunderstood
and entrepreneurs can think about and difficult to access, and it requires
implementing alternative ownership nuanced cultural understanding.
structures: multi-stakeholder, multi- Welcoming leaders of Indigenous
generational, non-permanent. finance and entrepreneurship will add
ancient insight and new opportunities
to this year’s conversation.

REFUGEES BLOCKCHAIN FOR IMPACT

The mass movement of more than 68 Though cryptocurrency has attracted


million men, women, and children a lot of hype and skepticism, there are
cannot be ignored or kicked down important applications for blockchain
the road. It is an urgent social and technology within the social impact
environmental crisis. Investors, space. Experts exploring the world-
entrepreneurs, and corporations changing potential of blockchain will
are elevating the conversation explain and share insights around
Co-presented by:
and identifying the investment opportunities for financial inclusion,
opportunities to respond to the supply chain transparency, human
refugee crisis and build a new rights, digital identity for vulnerable
paradigm of inclusive economic populations, and more.
prosperity.

OPPORTUNITY ZONES WILDCARD

This year’s tax bill included the Wildcard sessions don’t particularly
“Investing in Opportunity Act”, fit within another theme, but they are
which has led to the designation of important or emerging conversations.
“opportunity zones” in every state. Though these topics may be out-
These can now attract significant of-the-box or undefined in the
private capital due to the capital sector, we have found great value
gains incentives laid out in the bill. in being responsive to the diversity
Ensuring that this new influx of capital of interests within our community.
results in the intended impact—to Many of the Wildcard sessions are
promote revitalization and inclusive selected through SOCAP Open, our
economic development for previously public session submission platform,
distressed communities—is one of the which this year generated a record
biggest opportunities and challenges 78 sessions, out of 427 submissions,
for the impact investing field this selected for presentation at SOCAP18.
year.

CONTENT 33
SCHEDULE
FESTIVAL MAINSTAGE 36

COWELL THEATER 40

FIREHOUSE 43

GALLERY 308 47

GALLERY TENT 51

SOUTHSIDE THEATER 54

BATS THEATER 58

C BUILDING 62

SEMINAR 2 @ SFAI 73
FESTIVAL MAINSTAGE

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


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

LAND ACKNOWLEDGEMENT INTRODUCING INTENTIONAL MEDIA


Ohlone Bob Caruso / Intentional Media

RECLAIMING THE AMERICAN DREAM


Ben Hecht / Living Cities

36 SOCAP18 OCT. 23-26, 2018


For additional detail on all mainstage speakers, topics, and timing, please refer to
Pathable: socap18.pathable.com

INVESTING WITH A GENDER LENS: PAST, PRESENT, AND THE PURPOSE OF CAPITAL
FUTURE Jed Emerson / Blended Value
Joy Anderson / Criterion Ventures Laura Tyson / Haas School of Business, UC Berkeley
Suzanne Biegel / Catalyst at Large
Jackie Vanderbrug / Bank of America 11:30 AM - 2:00 PM

MOVING TO ACTION ON RACE, EQUITY, AND INCLUSION: LUNCH IS SERVED IN FESTIVAL PAVILION AND THE BIG TOP
INSIGHTS FROM PHILANTHROPIC LEADERS TENT.
Sharon Alpert / Nathan Cummings Foundation
Fred Blackwell / San Francisco Foundation 2:00 PM – 5:00 PM

USAID LOOKING FORWARD MAXIMIZING THE POTENTIAL OF OPPORTUNITY ZONES


Sarah Glass / USAID Jim Sorenson / Sorenson Impact Foundation
John Lettieri / Economic Innovation Group
A NEW ERA FOR U.S. DEVELOPMENT FINANCE Rajiv Shah / The Rockefeller Foundation
David Bohigian / OPIC
THE ALTERNATIVE: MOST OF WHAT YOU BELIEVE ABOUT
COLLABORATIVE FOR FRONTIER FINANCING POVERTY IS WRONG
Chris Jurgens / Omidyar Network Mauricio Lim Miller

LEAN IMPACT: HOW TO INNOVATE FOR RADICALLY GREATER THE ALTERNATIVE OWNERSHIP OPPORTUNITY
SOCIAL GOOD Andrea Armeni / Transform Finance
Ann Mei Chang / Lean Impact Kat Taylor / Beneficial State Bank
Eric Ries / The Lean Startup Robin Varghese / Open Society Foundation

THE ELITE CHARADE OF CHANGING THE WORLD 57 YEARS OF LEADING THE WAY: THE IC-SVN VISION
Anand Giridharadas FORWARD
Valerie Red-Horse Mohl / Investors’ Circle-Social Venture
Network (IC-SVN)

SCHEDULE 37
FESTIVAL MAINSTAGE

INTERNATIONAL INVESTING AND INDIGENOUS RIGHTS Premal Shah / Kiva


Joan Carling / Indigenous Peoples Major Group for Gustavo Bernal Torres / Terrablanco
Sustainable Development, UN John Morris / 17 Asset Management
Lourdes Inga / International Funders for Indigenous Peoples Seth Hoedl / Post Road Foundation
China Ching / The Christensen Fund
Shaun Paul / Ejido Verde 11:30 AM - 2:00 PM

SOCIAL IMPACT: WHY EVEN BOTHER? LUNCH IS SERVED IN FESTIVAL PAVILION AND THE BIG TOP
Warren Valdmanis / Bain Capital Double Impact TENT.

THE MARKET FORCES: DEMAND FOR ESG INVESTING 2:00 PM - 5:30 PM


Andrew Lee / UBS
Mark Newberg / Womble Bond Dickinson INVESTING FOR SCALABLE CHANGE: EDUCATION + REAL
Jackie Vanderbrug / Bank of America ESTATE
Andre Agassi / Turner-Agassi Charter School Facilities Fund
JOIN US AT THE WINE DOWN IN THE FRONT OF FESTIVAL Bobby Turner / Turner Impact Capital
PAVILION, THEN CATCH A SPECIAL SCREENING OF GHOST Liesel Pritzker Simmons / Blue Haven Initiative
FLEET IN SOUTHSIDE THEATER AT 6:30 PM.
CHALLENGING SURVEILLANCE CAPITALISM: USING
BLOCKCHAIN FOR A FAIR CONTENT ECONOMY
Thursday, October 25 David Temkin / Brave

9:00 AM - 11:30 AM UNINTENDED CONSEQUENCES OF TECHNOLOGY


Christopher Ategeka / UCOT, Inc.
INVESTMENTS, ENTREPRENEURSHIP, AND THE INNER
JOURNEY MOUNTING THE RESPONSE: ARTIFICIAL INTELLIGENCE AND
Bo Shao / Evolve Ventures GENETIC ENGINEERING
Alfa Demmellash / Rising Tide Capital
REFUGEES, ROBOTS, AND THE DIRE NEED FOR Don Shaffer / Jubilee
REGENERATION: WE’RE ALL IN THIS TOGETHER Tabreez Vergee / Uprising
Michelle Long / Jubilee Ting Wu / Harvard Medical School
Nipun Mehta / Service Space
Dacher Keltner / Greater Good Science Center, UC Berkeley CAN FINANCE BE FIXED?
Sallie Krawcheck / Ellevest
MICRO-MELTDOWN: THE INSIDE STORY OF THE RISE, FALL, Heidi Patel / Rethink Impact
AND RESURGENCE OF THE WORLD’S MOST VALUABLE
MICROLENDER CHICAGO: SHIFTING THE PARADIGM OF PUBLIC-SECTOR
Vikram Akula INVESTING
Treasurer Kurt Summers / City of Chicago
CROSS SECTOR COLLABORATION FOR LASTING IMPACT IN
RACIAL EQUITY WINNERS SHARE ALL: A DIFFERENT APPROACH TO IMPACT
Cynthia Muller / W.K. Kellogg Foundation INVESTING
Deepti Rohatgi / Slack for Good Mitch Kapor / Kapor Capital
Julie Nelson / Government Alliance on Race and Equity Arjan Schutte / Core Innovation Capital
Napoleon Wallace / Activest
THE UN SUSTAINABLE DEVELOPMENT GOALS: CATALYZING
INVESTING IN REFUGEES: THE UNFINISHED STORY OF A NEW ERA OF IMPACT ACCOUNTABILITY
HUMAN POTENTIAL AND A MARKET ON THE MOVE Clara Barby / Bridges Fund Management
John Kluge / Refugee Investment Network Elizabeth Boggs-Davidsen / UNDP
Bert van der Vaart / SEAF Maya Chorengel / The Rise Fund
Ruma Bose / Humanitarian Ventures Christian Rosenholm / IFC
Ben Thornley / Tideline
WITH RELATED ANNOUNCEMENTS FROM
Chris Chancey /Amplio Capital
Alice Bosley / Five One Labs
Agnes Dasewicz / SEAF
Artemis Seaford / Ascend Fund

38 SOCAP18 OCT. 23-26, 2018


Celebrate this global impact community at our
big SOCAP party on Thursday night, 5:30 pm - 9:30 pm.
It will include fifteen food trucks and two amazing bands
that will keep you fed and dancing into the night!

SCHEDULE 39
COWELL THEATER

Tuesday, October 23 Wednesday, October 24


MOVING FROM GOOD IMPACT DEALS TO GREAT BLENDING FINANCE TO PLANT GREEN SOLUTIONS IN
SYSTEMS CHANGE EMERGING MARKETS
1:45 pm - 2:45 pm 8:30 am - 9:30 am
Impact investing continues to gain momentum, but is this Everyone acknowledges that blended finance is crucial for
capital actually improving the failing systems? Or is this tackling global environmental issues. But how exactly do
capital merely making the failing systems more bearable? A innovative investment structures encourage climate-smart
few pioneering foundations and investors are actively seeking and resource-efficient solutions in emerging markets? What
to address complex, systemic challenges through a mix of do these deals look like? During this panel, pioneers in green
investments, grants, data, policy, and more. Come join us for finance in emerging markets will share how public, private,
a lively discussion about successes achieved and obstacles and philanthropic capital combine into scalable vehicles that
encountered thus far in their systems change journey. deliver finance right where it’s needed most.
Clara Miller / Heron Foundation Barbara Buchner / Climate Policy Initiative
Andrea Armeni / Transform Finance Lorenzo Bernasconi / The Rockefeller Foundation
Ruth Shaber / Tara Health Foundation Sylvia Wisniwski / Finance In Motion
Sean Hinton / Open Society Foundations Joan Larrea / Convergence
Laurie Spengler / Enclude Nancy Lee / Center for Global Development

COLLABORATION > COMPETITION: CREATING THE ICM STATE OF THE FIELD


NETWORK 9:45 am - 10:45 am
3:00 pm - 4:00 pm As investors increasingly demand the chance to align
In the spring of 2018, twenty-five leading impact investors financial decisions with personal values, is the market
launched the Impact Capital Managers (ICM) network, an prepared to efficiently channel this new wave of capital
association of private capital fund managers in the U.S. to impact funds and enterprises? Is existing infrastructure
and Canada. The goals of the network include collectively prepared to scale, or do we need to identify new solutions?
influencing policy, improving talent development, initiating What about essential functions like data, metrics, research,
research, and sharing impact management practices. Join and policy that enable this capital to flow? Join us for a
our panelists from ICM as they discuss the formation of the discussion on the state of the impact investing field.
network, early returns, and their collaborative vision. Fran Seegull / U.S. Impact Investing Alliance
Lisa Hagerman / DBL Partners Cathy Clark / CASE at Duke
Brian Trelstad / Bridges Fund Management
Dave Kirkpatrick / SJF Ventures
Liz Luckett / The Social Entrepreneurs’ Fund (TSEF)
Stephen DeBerry / Bronze Investments

40 SOCAP18 OCT. 23-26, 2018


FINDING AN UNREASONABLE ADVANTAGE: SCALING INVESTING IN PLACE: HOW FEDERAL POLICY DRIVES
PROFIT AND IMPACT INVESTMENT CAPITAL TO COMMUNITIES
11:00 am - 12:00 pm 4:00 pm - 5:00 pm
Rapid growth companies in the impact ecosystem require From Opportunity Zones to the Community Reinvestment
growth equity to finance their global expansion, but there Act, from the CDFI Fund to New Markets Tax Credits, new and
are few capital providers addressing this critical step on existing domestic impact investing policies and programs have
the path to scale. Panelists will share their experiences in continued to garner broad, bipartisan support in the wake
launching, leading, or supporting breakthrough companies of 2016 elections. How do these policies and programs drive
that generate positive impact for society matched with capital to distressed communities? And, how can we raise up
the promise of profitable returns. Two truly unreasonable the voice of communities to make sure that these investments
entrepreneurs who raised growth equity will share lessons are delivering on the promise of strong local impact?
learned, opportunities, and challenges from financing their Fran Seegull / U.S. Impact Investing Alliance
global expansion. Jim Sorenson / Sorenson Impact Foundation
Daniel Epstein / Unreasonable Group Lori Chatman / Enterprise Community Loan Fund
Lisa Dyson / Kiverdi Kevin Boes / LISC
Xavier Helgesen / Off Grid Electric Lisa Richter / Avivar Capital
Jed Lynch / Barclays Investment Bank
Nancy Pfund / DBL Partners
Thursday, October 25
INVESTING IN THE BUILDING BLOCKS FOR DIGITAL
INCLUSION THE ARTFUL SCIENCE OF UNDERWRITING FOR IMPACT
1:30 pm - 2:30 pm 9:00 am - 10:00 am
The proliferation of internet connectivity can increase the Most investors rely on intuition to evaluate the impact of a
effectiveness of social impact investments across key sectors potential investment. This means “impact” is often defined
such as health, agriculture, education, and financial access. and measured after investment, leaving the field open to
However, only one-in-three people in the developing world impact washing. How can we effectively assess impact
are connected to the internet. During this session, investors, before investment, allowing for better accountability and
entrepreneurs, and key market stakeholders will explore more strategic deployment of capital? In this panel, we will
the social and financial returns of internet connectivity highlight best practices from leading investors focused on
and the role of impact investment and blended finance in shifting impact assessment to earlier in the process, before a
accelerating internet access and adoption. deal is closed.
John Garrity Michael Etzel / The Bridgespan Group
Stephen Ozoigbo / African Technology Foundation Clare Murray / LeapFrog Investments
Lene Sjorslev Schulze / Bluetown Michael McCreless / Root Capital
Jim Forster / INI Holdings Vinice Davis / Omidyar Network
Anne Evans / Ashoka Maya Chorengel / The Rise Fund
Troy Etulain / FHI 360
THE FUTURE IS BLENDED: WHAT DOES THAT
ALL THE TOOLS IN YOUR TOOLBOX: USING BLENDED MEAN FOR WOMEN?
CAPITAL STRATEGICALLY FOR IMPACT 10:15 am - 11:15 am
2:45 pm - 3:45 pm Blended finance leverages public and philanthropic funding
Traditional structures for grantmaking and investing often to unlock private sector dollars for global development.
leave social entrepreneurs with critical gaps in funding. Its potential is immense, but is it good for women? In our
How can impact investors and funders break down silos to session, experts will debate whether women are more or
catalyze scalable, sustainable impact? When can flexible or less likely to benefit from blended finance, compared to
blended capital be most effective for seeding innovation or traditional development aid. Will blended finance divert
leveraging additional investment? What works, and what can scarce resources away from initiatives that benefit women?
go wrong? Learn how leading social enterprises and their Or will it make it possible to get more gender-focused
investors structure deals to enable growth and maximize investments off the ground?
impact across the sector. Kathryn Kaufman / OPIC
Sarah M. Williams / Propel Capital Viola Llewellyn / Ovamba Solutions
Shivani Garg Patel / Skoll Foundation Christina “CJ” Juhasz / Women’s World Banking
Willy Foote / Root Capital Suzanne Biegel / Catalyst at Large
Tim Freundlich / ImpactAssets Yana Kakar / Dalberg
Joan Larrea / Convergence

SCHEDULE 41
COWELL THEATER

SETTING THE BAR FOR IMPACT MEASUREMENT AND


MANAGEMENT
3:15 pm - 4:15 pm
As the GIIN and leading impact investors work to set
standards for communicating and assessing impact, there are
several critical questions that must be addressed. What are
the minimum standards of impact fidelity an investor should
meet before calling themselves an impact investor? Can we
analyze the aggregate performance of impact investments?
Join us to share your perspective and hear viewpoints from
leading impact investors on questions that will shape the
future of the industry.
Kelly McCarthy / The GIIN
Graham Macmillan / Ford Foundation
Jamie Martin / Morgan Stanley
Mirjam Garzon Farnum / responsAbility Investments AG
Christian Rosenholm / IFC
Ka-Hay Law / AHL Venture Partners

THE ALPHA IN IMPACT: HOW DRIVING IMPACT DRIVES IMPACT-WASHING: TENSION BETWEEN AUTHENTICITY
RETURNS AND THE PROFIT MOTIVE
11:30 am - 12:30 pm 4:30 pm - 5:30 pm
In the face of persistent discussion about whether maximizing Concern about ‘impact-washing’ is on the rise. As large
impact can also maximize returns, impact investment investment banks and asset managers create financial
managers achieving this goal have put the debate to rest. products in the ESG and impact investing categories, legacy
Participants will highlight specific, tangible ways that stakeholders and observers are increasingly skeptical of their
integrating impact into their investment strategies—from true motivations and their claims of benefits to society and
sourcing and due diligence through successful exits—drives the environment. This panel will explore impact-washing
growth and performance in their portfolios. The insights with an emphasis on the role of due diligence to reward
shared will provide language and evidence for others who honest industry players and withhold assets from those who
seek to drive returns by driving impact. misrepresent their investment offerings.
Kesha Cash / Impact America Fund Patricia Farrar-Rivas / Veris Wealth Partners
Jacob Haar / Community Investment Management Eric Stephenson / Cordes Foundation
Brian Trelstad / Bridges Fund Management Jesse Simmons / Align Impact
Nancy Pfund / DBL Partners
Amy Bell / Tideline

BRIDGING THE “MISSING MIDDLE”: FINANCING SGBS IN


EMERGING MARKETS
2:00 pm - 3:00 pm
Small and growing businesses (SGBs) are essential drivers of
impact and growth in emerging economies, but they struggle
to access financing. Many SGBs are stuck in the “missing
middle” – too small and risky for traditional bank lending,
too big for microfinance, and lacking the growth and exit
potential sought by venture capitalists. This panel, organized
by the Collaborative for Frontier Finance, will discuss the
challenges and solutions to financing SGBs in emerging
markets.
Alice Gugelev / Global Development Incubator
Aun Rahman / World Bank
Olivier Lafourcade / Investisseurs et Partenaires (I&P)
Dia Martin / OPIC
Chris Jurgens / Omidyar Network

42 SOCAP18 OCT. 23-26, 2018


FIREHOUSE

Tuesday, October 23 INTEGRATING CHARITABLE, ADVOCACY, AND


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

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

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

SCHEDULE 43
FIREHOUSE

BEYOND THE SIB: NEW APPLICATIONS FOR OUTCOMES- investment landscape. Topics covered will include micro-
BASED FINANCING finance, digital and energy access, water, blended finance,
12:15 pm - 1:15 pm Joanne Edelman / Refugee Investment Network
Outcomes-Based Financing (OBF) has expanded beyond SIBs Tim Docking / Refugee Investment Network
to incorporate many new innovative financing mechanisms. Premal Shah / Kiva
Join a group of practitioners in a working session to evaluate Seth Hoedl / Post Road Foundation
projects with OBF tools, including impact measurement and John Morris / Good Capital Project
data alignment. You’ll have the opportunity to focus on a
specific issue area and learn how to bring elements of OBF
into your work. Together, we will walk through the OBF Thursday, October 25
decision-making process and mock feasibility studies in an
energetic working session. NATIVE WEALTH CREATION STRATEGIES:
Elly Bringaze / Social Finance ENTREPRENEURSHIP AND COMMUNITY FUNDING
Jake Segal / Social Finance MODELS
Linda Li / Social Finance 9:00 am - 10:00 am
Annie Chor / Social Finance This panel will highlight innovative, Indigenous-
led companies that are engaging in or supporting
GETTING HANDS-ON WITH BLOCKCHAIN: A entrepreneurship models to build individual and community
WORKSHOP! assets. Utilizing a mixture of financing agents (public, private,
1:30 pm - 2:30 pm debt), this panel will showcase the vast opportunities and
We’ve all heard a lot about the blockchain hype, but what successes that Native leaders and trendsetters have achieved
exactly is “the blockchain?” And how do you develop a good to build and to revitalize the entrepreneurial spirit within the
use case? Join us for an interactive workshop in which you U.S. for Native people and Tribal communities.
will work with blockchain experts to test your ideas on how Chrystel Cornelius / First Nations Oweesta Corporation
the technology may address social problems. Learn by doing. Robin Puanani Danner / Homestead Community Development
No experience required! Corporation
Jon Lewis / ConsenSys Social Impact Fern Orie / Wisconsin Native Loan Fund
Ian Lee / IDEO CoLab Dawn Sherman / Native American Natural Foods
Moses Icyishaka / Access Ventures Mike Hodson, Native Hawaiian / WOW Tomato Farm
Subhashish Bhadra / Omidyar Network
TJ Abood / Access Ventures MARKETING AND BRANDING FOR SOCIAL IMPACT
ORGANIZATIONS
COLLECTIVE VOICES BEYOND #METOO: SESSION 1 10:15 am - 11:15 am
2:45 pm - 3:45 pm When your mission drives every decision you make,
This session will be an interactive workshop on proximity gaining a competitive advantage requires articulating and
and power facilitated by Conveners.org and will abide by communicating your impact. This panel of experts from the
Chatham House rules. Participants will break off into small worlds of marketing, branding, video, content marketing,
groups to process, reflect, and share incidents when they social media, and campaign strategy will share today’s best
felt they did or did not have power and incidences of sexual practices for effective, authentic digital communications
harassment or assault in the social entrepreneur/impact for mission-driven businesses, from startups to established
investing space. It is important to share stories from the enterprises operating multi-million dollar campaigns. The
participant’s personal journey to ground and emphasize the group will offer tactical strategies, tips, and campaign
lived experience. examples for both small and large organizations.
Avary Kent / Conveners.org Justin Belleme / JB Media Group
Emily Allbritten / Athleta
DEAL DESIGN WITH THE REFUGEE INVESTMENT Anthea Kelsick / B Lab
NETWORK: A STRUCTURING WORKSHOP FOR NORTH Thomas Cumberbatch / Godzspeed Communications
AMERICA, THE MIDDLE EAST, AND AFRICA Heather Watkins / Better Impact Marketing
4:00 pm - 5:30 pm
In this facilitated workshop, come ready to roll up your
sleeves and step into the frontier of refugee and forced
migration investing. Working together with deal sponsors
and facilitators, participants will advance live deals in three
different displacement and regional contexts, exploring
blended finance mechanisms, creative partnerships, and
pathways to overcoming challenges inherent in a new

44 SOCAP18 OCT. 23-26, 2018


INVESTMENT OPPORTUNITY FORUM: RACIAL STRUCTURAL INNOVATIONS FOR MISSION-
EQUITY LENS DRIVEN COMPANIES
11:30 am - 12:30 pm 3:15 pm - 4:15 pm
Your organization has committed to deepening its Entrepreneurs are increasingly dissatisfied with the limited
understanding and its goals when it comes to racial equity. corporate structures available for mission-driven companies.
Along this journey, how do these commitments show up A handful of innovative business owners, lawyers, and
in impact investing deals and decisions? This fast-paced consultants have been innovating new structures that
session will highlight deals from foundation investors actively allow companies to weave mission into the fabric of their
integrating racial, equity, inclusion, and diversity into their company. Leveraging existing laws, these new vehicles —
practices. Dynamic presentations by investor-investee pairs including employee ownership trusts, purpose trusts, and a
will share details on their processes, on their lessons learned, range of non-voting financing instruments — are redefining
and on their successes in their investing, followed by an governance and ownership.
interactive Q&A session. Melissa Hoover / Democracy at Work Institute
Erin Harkless / Cambridge Associates Sushil Jacob / Tuttle Law Group
Andrew Brower / W.K. Kellogg Foundation Derek Razo / Purpose Ventures
Ray Waters / Detroit Development Fund Bruce Campbell / Blue Dot Advocates
Sayer Jones / Meyer Memorial Trust Susan Halevi / Steiker, Greenapple & Fusco, P.C.
Nitin Rai / Elevate Capital
Elizabeth Garlow / Lumina Foundation
Melvin Hines / Uprise
Daryl Shore / Prudential Financial

THE ROLE OF PHILANTHROPY IN FOSTERING


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

COLLECTIVE VOICES BEYOND #METOO:


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

SCHEDULE 45
FIREHOUSE

Friday, October 26
BUILDING THE TEAM BEHIND THE
ENTREPRENEUR
9:00 am - 10:00 am
Entrepreneurs and investors don’t build great companies;
their teams do. In this session, we’ll explore best practices
that accelerators and investors can and should take to ensure
that entrepreneurs are building the strongest possible teams,
being intentional about organizational culture, and building
processes and systems that will result in success. We’ll also
explore how investors and accelerators can best support this
vital, often overlooked task.
Krishna Sridhar Murthy / Sattva Consulting
Kate Cochran / Upaya Social Ventures
Maria Lynne Dayton / Transterra Media
Mark Horoszowski / MovingWorlds.org

LEADERSHIP DEVELOPMENT FOR CAPACITY


BUILDING IN THE SOCIAL SECTOR
10:15 am - 11:15 am
For social impact organizations, the value of capacity-
building through leadership development is often
overlooked. However, leadership development is a critical
component in growing a successful organization. This session
will explore the benefits of investing in leaders to better
understand their skills, work on their reactive tendencies,
and boost their confidence. When done effectively, the
organizations will see growth, improved innovation, better
employee engagement, and greater impact.
Jane Finette / The Coaching Fellowship
Sheila Warren / World Economic Forum
Cher Jacques Braden / Kiva
Elise Falcone Rankin / Blue Sequoia Consulting and Coaching

INVESTING WITH INTENTION AND IMPACT IN THE WOMEN LEADING SOCIAL ENTERPRISES
FOOD SYSTEM 11:30 am - 12:30 pm
4:30 pm - 5:30 pm This session will feature women leaders of industry disruptive
How can access to healthy food help ignite broader social enterprises focused on impact. Both entrepreneurs
community change? The Michigan Good Food Fund, a $30 and intrapreneurs, the speakers will detail their journey to
million private-public loan fund, is working to improve racial creating new social business ventures, describe the financial
and social equity through investment in food systems in and impact measures their business’ prioritize, and outline
underserved communities. Learn about how sector-specific their insights into financing structures and the emotional
scorecards quantify social impact across five focus areas, resilience it takes to endure the early start up years as well
allowing for more accurate, up-front impact scoring and as in planning for future growth.
improved outcomes and accountability of investments. Taryn Bird / On Purpose Kate Spade New York
Olivia Rebanal / Capital Impact Partners Molly Hayward / Cora
Emilie Engelhard / Fair Food Network

46 SOCAP18 OCT. 23-26, 2018


GALLERY 308

CORPORATE VENTURE CAPITAL + IMPACT


Wednesday, October 24 11:00 am - 12:00 pm
Join Corporate Venture Capital (CVC) arms as they discuss
MOBILITY AND EQUITY the growing trend of corporates engaged in impact investing.
8:30 am - 9:30 am These investors will share their different motivations and
Cities are our best engines for economic opportunity and approaches to strategic impact investments — how they
advancement, but just living in a city is insufficient if you can’t are balancing risk, financial returns, and impact objectives.
get to the opportunities. Learn how transportation equity can Hear a discussion about why they think these investments
reduce unemployment, poverty, and other issues affecting can benefit not only a corporation’s bottom line, but also
underserved communities. Our panelists will discuss the the customers they serve and the communities in which they
need and opportunity for connecting people to better jobs, operate.
schools, and resources through transit-oriented development, Claudine Emeott / Salesforce Impact Fund
investments in mobility infrastructure, and urban planning Moses Choi / Orange Silicon Valley
that intentionally incorporates equity as a goal. Lesley Marincola / Angaza
Reuben Teague / Prudential Joe Speicher / Autodesk Foundation
Micah Weinberg / Bay Area Council Economic Institute Robert Wells / GE Business Innovations
Julie Lein / Urban Innovation Fund
Cynthia Wong / Bay Area LISC JOURNEYS IN RACIAL EQUITY: FROM RACE NEUTRAL
Calvin Gladney / Smart Growth America TO A RACIAL EQUITY AND INCLUSION LENS
12:15 pm - 1:15 pm
FAILING FORWARD How does an organization move from race neutral to one
9:45 am - 10:45 am with a racial equity and inclusion lens? This session will
Sometimes we fail. And sometimes we fail in a big way. Hear focus on the journey stories from multiple organizations with
from those brave enough to share the hardest lessons they impact strategies deliberately using a racial equity lens. Hear
have learned from failure in both their investments and their about the critical role leadership and boards play in evolving
organizations. This candid discussion will help everyone “fail to challenge and change institutional policies and power
forward”, learn from one another, and avoid the same pitfalls. dynamics. We’ll explore how the process started, why the
No judgment allowed. challenges arose, and what these organizations are learning.
Stephanie Nieman / SJF Ventures Demetric Duckett / Living Cities
Geoff Eisenberg / Ecosystem Integrity Fund Nadia Brigham / W.K. Kellogg Foundation
Greg Neichin / Ceniarth Christine Looney / The Ford Foundation
Alan Kelley / SJF Ventures Marcos Gonzales / Vamos Venture
Hope Mago / HCAP Partners
Heidi Patel / Rethink Impact

SCHEDULE 47
GALLERY 308

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

WOMEN’S ENTREPRENEURSHIP: THE KEY TO


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

48 SOCAP18 OCT. 23-26, 2018


BIG DATA AND TRANSPARENCY ENABLING INVESTMENT OPPORTUNITIES IN
10:15 am - 11:15 am NATIVE AMERICAN COMMUNITIES
While recent scandals have brought big data into the 2:00 pm - 3:00 pm
forefront in negative ways, the reality is that the ever- Considerable untapped resources exist within the broad
increasing ability to collect and manage large amounts of swaths of mostly rural, often remote land that Native
data is changing the way we do just about everything. When Americans call “Indian Country”. Join this wide-ranging
used well, big data has the potential to solve big problems. discussion about investing in Indian Country. The discussion
Join us as we explore existing technologies to harness big is grounded in examples of investments into Indigenous-
data for good and how investors can use this information to led initiatives, new tax incentives, and education for
better inform their decisions. entrepreneurs. This session will explore the competitive
Erika Karp / Cornerstone Capital Group advantages of investing in tribal, government-owned
Antwi Akom / Streetwyze / UCSF and SFSU Social Innovation businesses.
Lab Valerie Red-Horse Mohl / Investors’ Circle-Social Venture
Timothy Morey / Frog Design Network (IC-SVN)
Sonia Katyal / Berkeley Law School, Center for Law and Jennifer Devere Brody / Center for the Comparative Study of
Technology Race and Ethnicity
Teresa Dunbar / Manchester Capital Management
INVESTING IN LOCAL ENTERPRISES FOR RACIAL Heather Dawn Thompson / Greenberg Traurig LLP
EQUITY Carla Knapp / Penobscot / Boys & Girls Club of America
11:30 am - 12:30 pm
In communities across the country, leaders are adopting WHAT WILL IT TAKE: MEN AS ALLIES IN GENDER
multiple approaches to build and then reinvest wealth EQUALITY
locally — through cooperative ownership, minority-focused 3:15 pm - 4:15 pm
investment, community-empowered development, and A long overdue conversation about sexual harassment
authentic explorations of what it looks like to distribute and the larger issue of how to harness the full potential of
wealth and power equitably. This session focuses on the women in the workplace is at a tipping point. Women and
communities and leaders driving replicable strategies that men are working in solidarity to advance gender equality,
recognize the urgent moral, economic, and ecological prevent men’s violence against women, and change outdated
imperative to share and redirect capital and to promote paradigms in the business/entertainment world and beyond.
collective well-being and social equity. Come learn and discuss how investors and corporations can
Rodney Foxworth / BALLE (Business Alliance for Local Living shift workplace culture to one of respect, equity, and value
Economies) for all.
Mariela Cedeño/ Mandela Market Marianne Schnall / What Will it Take Movements
Nwamaka Abgo / Nwamaka Agbo Consulting Adrienne Becker / Level Forward
Ingrid Jacobson / ICA-Fund Good Jobs Ted Bunch / A CALL TO MEN
Allen Woods / Mortar Mauricio Mota / Wise Entertainment

INVESTING IN THE CIRCULAR ECONOMY: UNLOCKING RENEWABLES IN AFRICA: FROM TALK TO ACTION
BILLIONS IN OPPORTUNITY 4:30 pm - 6:00 pm
12:45 pm - 1:45 pm Over 600 million Africans are living without electricity, with
By harvesting value from waste, reducing waste in new stunted economic development, and without access to clean
products, and designing for reuse, companies participating in water, health, and education across the continent. While the
the circular economy are building profitable business models number of renewable energy funds has increased, actual
that create financial value and minimize resource extraction. investment in infrastructure is minimal, and the processes
Circular economy experts and investors with allocation in are cumbersome and slow. It’s time to galvanize the financial
this sector across several asset classes share the basics of community to answer this urgent need. This session will
circular economy, the scale of this multi-billion investment explore practical, immediate steps we can take to radically
opportunity, and how to assess the social, environmental, and increase investment in renewable energy in Africa.
financial impact of circular economy. Aryeh Green / Gigawatt Global
Ellen Martin / Closed Loop Partners Lisa Jordan / Shine
Jennifer Signori / Neuberger Berman Morgan Simon / Candide Group
Emily Landsberg / Ultra Capital Rick Needham / The Rise Fund
Jim Pass / Guggenheim Partners
Jo Opot / Acumen
Matt Patsky / Trillium

SCHEDULE 49
GALLERY 308

Friday, October 26 Dr. Michele Barry / Stanford University


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

50 SOCAP18 OCT. 23-26, 2018


Throughout SOCAP18, the Gallery Tent will host workshops
GALLERY TENT on a variety of topics for attendees to roll up their sleeves
and participate in a more interactive format. These sessions
run 75 minutes.

Wednesday, October 24 IMPACT INVESTING IN AFRICA: A MODERATED HOW-TO


1:00 pm - 2:15 pm
How can Africa-focused investors and their investees
TOOLS FOR SCALING SOCIAL VENTURES make sure investments go smoothly and have impact? Best
8:30 am - 9:45 am practices for foreign impact investment into Africa are
Investors, donors, entrepreneurs, and NGOs all share an still being written. Hurdles tend to arise because each side
interest in scaling successful social ventures. In this workshop, has different goals, needs, desires, hidden viewpoints, and
we will present resources for how to design and execute unspoken concerns that are never addressed. What would
successful scaling strategies, including tools for adaptation each side have wanted the other to know in hindsight? This
and replication, capacity-building resources, and communities will be a masterclass on critical success factors for impactful
of practice on the topic. The workshop facilitators will share investment in Africa.
lessons learned across various sectors, and attendees will Barbara Iyayi / Lateral Capital
discuss their favored resources, needs, and interests. Rob Eloff / Lateral Capital
Whitney Adams / CARE’s Scale X Design Accelerator Obi Emetarom / AppZone Group
Marina Kaneko / Spring Impact
Abby Mackey / Solar Sister NEXT ECONOMY PHILOSOPHY SALON
Neal Harrison / Miller Center for Social Entrepreneurship, 2:30 pm - 3:45 pm
Santa Clara University A salon is a gathering of people in the home of an inspiring
host, typically linked to literature, art, or discussion. This
DISRUPT YOUR DUE DILIGENCE PROCESS salon will discuss ideas around the next economy — one
FOR EQUITY based on human flourishing within the limits of a thriving
10:00 am - 11:15 am natural world. We will ask what type of economy we want to
There is much talk about the value of investing in diverse create, how capital can help create it, and which new ideas
entrepreneurs; however, many of these opportunities are and policies we need to get us there.
getting stuck in the pipeline. While business support and Daniel Madhaven / Impact Investment Group
mentoring are key factors, many traditional due diligence Lital Slavin / Beyond
processes are excluding entrepreneurs of color. This highly Danny Almagor / Small Giants
interactive, resource-rich workshop will demonstrate a
collaborative and integrated capital approach, modeling BUILDING AN IMPACT PORTFOLIO
underwriting, due diligence, and a credit committee process 4:00 pm - 5:30 pm
grounded in examples. Come prepared with your questions. During this workshop, participants will build their own
Howard Walters / W.K. Kellogg Foundation impact investing portfolio by choosing from a set of 200
Rani Langer-Croager / Uptima Business Bootcamp actual loans from Root Capital’s portfolio, based on the
Annie Mcshiras / Self-Help Credit Union expected impacts, financial risks, and returns of each loan.
Nina Robinson / The Runway Project Afterwards, participants will learn whether the portfolios
they constructed achieve the desired impact and financial
HELPING ENTREPRENEURS TAP INTO OPPORTUNITY goals, and experts from several impact investing funds will
ZONES TO BUILD JOBS AND COMMUNITY provide commentary and feedback. Participants are asked to
11:30 am - 12:15 pm bring their laptops.
The Opportunity Zones (OZs) provision in the new tax bill Michael McCreless / Root Capital
is estimated to generate up to $6 trillion in investment. Catherine Dun Rappaport / BlueHub Capital
How can we ensure this investment benefits underserved Kelly Peterson / Northern California Community Loan Fund
entrepreneurs? Learn how small business lenders and Loic Comolli / NESsT
investors can receive capital from Opportunity Funds-- Katya Levitan-Reiner / Propel Capital
including who’s developing the funds and how they measure
ROI. Walk away knowing how underserved communities can
get their voices heard and ensure OZs reach their potential to Thursday, October 25
create lasting and meaningful change.
Kristine Michie / Accion FRAMING IMPACT THROUGH A SYSTEMS LENS: AN
Jeremy Keele / Maycomb Capital ACTION-ORIENTED APPROACH
Rachel Reilly / Enterprise Community Partners 9:00 am - 10:15 am
Jeff Kraft / OEDIT, State of Colorado Our natural ecosystem is a highly complex web of interacting
Maria Dayton / Transterra Media systems and species. To meet the global challenges before us,
Ross Baird / Village Capital we must break free from our silos and muster the creativity
John Lettieri / Economic Innovation Group and courage required to solve the complex challenges before
Clarence McAllister / Fortis Networks us. Kick start your systems impact agenda with on-the-ground

SCHEDULE 51
GALLERY TENT

insights on why systems-thinking matters and with practical A HANDS-ON INTRODUCTION TO THE WORLD OF
tools for impact. The session will be interactive, allowing for OPPORTUNITY ZONES AND OPPORTUNITY FUNDS
the cross-pollination of ideas, thoughts, and perspectives. 12:00 pm - 1:15 pm
Ryan Honeyman / Lift Economy Investment capital flooding into Opportunity Zone taxhavens
Susan Fairchild / Green Canopy has the potential to rapidly displace communities and create
Jane Reisman / Jane Reisman PhD outcomes inconsistent with local goals. This workshop will
Kevin Bayuk / Lift Economy focus on actionable strategies to ensure this capital works to
Nwamaka Agbo / Nwamaka Agbo Consulting create inclusive, vibrant, and resilient neighborhoods. We will
break into small groups to evaluate both rural and urban OZ
BREAKING THE PARADIGM OF THE 10X RETURN investment scenarios and discuss how they can achieve social
10:30 am - 11:45 am and environmental objectives alongside investor returns.
The rarity of exits indicates that the traditional venture Molly McCabe / HaydenTanner, LLC
model for seed investments is not the right fit for most impact Aaron Fairchild / Green Canopy
startups. Meanwhile, other investment structures exist that
can achieve desired returns without relying on 10x exits. How CREATIVE TENSIONS: INVESTMENT & IMPACT
do we shift the paradigm from investing for exits to revenues? 1:30 pm - 2:45 pm
This hands-on workshop will provide evidence that this new Creative Tensions is a format for collective conversation
investment strategy works, and it will demonstrate how it can in which participants reveal where they stand on an issue
be executed effectively. by where they stand in the room. It demonstrates three
Morgan Simon / Candide Group fundamental concepts of human-centered design — empathy,
Luni Libes / Fledge curiosity, and optimism. This Creative Tensions exercise will
Andrea Armeni / Transform Finance explore the many vantage points of impact investing and
Aner Ben-Ami / Candide Group identify areas of tensions within the industry. The exercise
Rodrigo Villar Esquivel / New Ventures Mexico will be followed by a panel discussion highlighting key
Jenny Kassan / Jenny Kassan Consulting insights and takeaways.
Shalu Umapathy / IDEO.org
Mara Bolis / Oxfam America
Pamela Roussos / Miller Center for Social Entrepreneurship

52 SOCAP18 OCT. 23-26, 2018


Luan Nio / IDEO.org
Jessica Jones / University of Colorado Boulder
Kelly McCarthy / The GIIN
Liz Diebold / Skoll Foundation

CREATIVE WORKSPACES AND QUALITY JOBS


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

TRANSFORMING THE BUILT LANDSCAPE LEGACY


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

SCHEDULE 53
SOUTHSIDE THEATER

Wednesday, October 24 INNOVATIVE INVESTMENT STRUCTURES FOR


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

54 SOCAP18 OCT. 23-26, 2018


TRANSFORMING LANDSCAPES: FROM INNOVATION mobile technology solutions. See and hear cutting-edge
TO SCALE social entrepreneurs who leverage mobile technology,
11:00 am - 12:00 pm presenting innovative solutions to some of the world’s most
Demand for food, fiber, and fuel continues to grow, pressing problems.
putting increased pressure on land. This demand results Zafer Elcik / Otsimo
in significantly increased greenhouse gas emissions Ruth Nabembezi / Ask Without Shame
and is accelerating climate change. At the same time, a Tori Samples / Leaf Global Fintech
growing solution set of business models exists that enable Jin Lee / BabyNoggin
the protection and sustainability of forests. Join us for a Lilian Makoi / Jamii Africa
discussion on how to create an ecosystem that will allow for Elizabeth Lee / OnlineSOS
these innovative businesses to thrive. Meena Palaniappan / Atma Connect
Laurie Spengler / Enclude Aneri Pradhan / Envision Mobile
Belinda Morris / The David and Lucile Packard Foundation
Taryn Goodman / The Nature Conservancy THE NEXT BIG IDEA: FOOD WASTE INNOVATION
MaryKate Bullen / New Forests DEMO DAY
Sheikh Noor Ullah / Acumen 4:00 pm - 5:30 pm
With the $218 billion dollar issue of food waste becoming a
ARTISTS ARE INVESTORS, PART 1: MOVEMENT global priority, entrepreneurs and funders around the world
BUILDING AND COMMUNITY ASSET DEVELOPMENT have taken notice. Join ReFED for an interactive demo day
12:15 pm - 1:15 pm featuring innovators who are at the forefront of tackling the
This lively session is one of two conversations that will bring food waste challenge. Five impact-driven innovators will
to life models across the country, models that embrace artists pitch their projects in front of an expert panel of funders
as investors who build measurable value in communities, who will serve as judges. Audience members will have the
leading to real, shared prosperity. New initiatives in opportunity to weigh-in and ask questions.
action consider the value of assets of all kind and a more Ashley Miyasak / Pulp Pantry
equitable exchange of value. For this session, join artists and Komal Ahmad / Copia
community leaders to share models in action. Tinia Pina / Re-Nuble
Hodari Davis / Young Gifted and Black Grant Carlson / Ugly Juice
Anna Sergeeva / The Compliment Project Jasmine Crowe / GoodR
Clyde Valentin / Dallas Arts/Ignite Amanda Weeks / Industrial / Organic
Ashara Ekundayo / Ashara Ekundayo Gallery Jorge Davy-Méndez / Kapor Capital
Judilee Reed / William Penn Foundation Patrick Sagisi / DBL Partners
Penelope Douglas / CultureBank Lisa Sebesta / Fresh Source Capital
Sydney Thomas / Precursor Ventures
AFFORDABLE HOUSING AND NEIGHBORHOOD Chuck Templeton / S2G Ventures
TRANSFORMATION Rob Trice / Better Food Ventures
1:30 pm - 2:30 pm
The affordable housing crisis has created a massive need
to build new units in nearly every city in America. But by Thursday, October 25
building affordable housing, we also have an opportunity
to look beyond the four walls of the building and into the LEVERAGING PUBLIC-PRIVATE PARTNERSHIPS TO SCALE
neighborhoods these buildings serve. Bringing together INNOVATIVE SOLUTIONS IN EMERGING MARKETS
leading voices in the industry, this session will focus on the 9:00 am - 10:00 am
possibility of community transformation through affordable Innovative financing models that promote private investment
housing, identifying best practices for maximizing impact in emerging markets are essential to achieve sustainable
through these projects. economic development. Yet, emerging markets by definition
Yusef Freeman / PGIM Real Estate are subject to higher default risks, macroeconomic volatility
Theodore Miller / HOPE SF and higher potential for destabilizing regulatory changes.
Esther Shin / Urban Strategies Learn how private sector companies are developing
Robin Zimbler / Freebird Development Company innovative financing models like crowdfunding and
microlending to address the world’s most pressing challenges
VODAFONE AMERICAS MOBILE FAST PITCH and partnering with the public sector to scale their solutions
2:45 pm - 3:45 pm in the world’s most challenging environments.
It’s a tradition at SOCAP for Vodafone Americas Foundation David Bohigian / OPIC
to bring mobile technology innovation from around the Premal Shah / Kiva
world, driving a movement for social change at scale through

SCHEDULE 55
SOUTHSIDE THEATER

THE FINANCIAL COOPERATIVE: BUILDING A MORE JUST HOW IMPACT INVESTING CAN HELP SAVE DEMOCRACY
AND REGENERATIVE ECONOMY 3:15 pm - 4:15 pm
10:15 am - 11:15 am This election cycle, over $4 billion will be spent on campaign-
The Financial Cooperative is an exciting new model that related activities. Where does all this money go, and which
gives the power of scaled capital to community-based investments really matter? Where can impact investors,
investing. This session will help attendees understand how with our cross-sector thinking and creative use of capital,
a democratically-controlled, networked financial commons play a role in the American electoral process? Hear from
can facilitate a shift in ownership of productive assets back investors working at the intersection of democracy, political
to communities. Through interactive discussions, participants engagement, and investing as they lay out clear examples of
in this session will be invited to explore topics on democratic how to build a more robust democracy in 2018 and beyond.
decision-making at the community level and on how investors Sarah M. Williams / Propel Capital
can promote radical inclusion that centers historically Julie Menter / New Media Ventures
marginalized communities. Anna Fink / Amalgamated Bank
Brendan Martin / The Working World Tory Gavito / Way to Win
Kate Khatib / The Financial Cooperative/BRED Sara Hudson / Investing in US
Ed Whitfield / The Fund for Democratic Communities
Vivian Yi Huang / Cooperation Richmond A USER’S GUIDE TO IMPACT INVESTING USING DONOR-
ADVISED FUNDS
HOW CHRISTIAN FAITH SHAPES THE PERSONAL AND 4:30 pm - 5:30 pm
PROFESSIONAL JOURNEY IN IMPACT INVESTING With $85 billion in assets under management and annual
11:30 am - 12:30 pm charitable disbursements nearing $16 billion, donor-advised
Many in the Christian investor community have yet to fully funds (DAFs) have grown tremendously. Savvy donors
embrace impact investing. This is partially due to a lack of use DAFs to make traditional grants with no expectation
understanding of the effectiveness of impact investing to of financial return and traditional investments with no
do good as opposed to more traditional philanthropy and expectation of impact. But DAFs also support impact
partially due to a misinformed bias towards some the values investments across asset classes that deliver on charitable
shaping the industry. In this session, leaders will share stories missions while providing a financial return. This session
of how their Christian faith has shaped their personal and highlights the nuances of using DAFs to execute an array of
professional journeys in the impact investing industry. impact investing strategies.
Robert Kim / The Caprock Group Sarah Kearney / PRIME Coalition
Gloria Nelund / TriLinc Global Ryan Macpherson / Autodesk Foundation
Todd Johnson / iPAR Liesel Pritzker-Simmons / Blue Haven Initiative
Bryce Butler / Access Ventures, Inc. Ellen Remmer / The Philanthropic Initiative
Jimmy Ellis / Ellis Family Fund
LINKING PHILANTHROPIC FUNDING TO IMPACT
PERFORMANCE: A CASE STUDY
12:45 pm - 1:45 pm
Join us for a discussion with the inventors and participants
of the first ever Impact Security deal. The Impact Security
represents a powerful new way to fund impact using a
standardized financial product that explicitly links capital
with impact. NPX developed the financial product to benefit
all three participants — nonprofits, donors and investors. The
first deal, benefiting nonprofit The Last Mile, launched in May
2018 and included 27 top philanthropists and foundations.
Tom Scott / The Nantucket Project
Lindsay Beck / NPX
Fred Blackwell / The San Francisco Foundation
Beverly Parenti / The Last Mile
Anna Pinedo / Mayer Brown
Scott Wu / Omidyar Network

56 SOCAP18 OCT. 23-26, 2018


Friday, October 26
TELLING COMPLEX IMPACT STORIES THAT RESONATE
9:00 am - 10:00 am
How can we create data-driven impact stories that can satisfy
and motivate investors and are rich enough to do justice to
the communities they serve? Most measurement frameworks
fail to address the complexity of entrenched social problems
that have defied traditional problem-solving and decision-
making. This interactive panel brings together investors,
social innovators and impact researchers to share practical
advice on impact strategy, on storytelling, and on ensuring
line of sight between the impact goals of investors and
enterprises.
Jodi York / Asia Pacific Social Impact Centre, University of
Melbourne
Krzysztof Dembek / Centre for Social Impact
Andrea Armeni / Transform Finance
Carlyn James / ThinkPlace
Fiona de Korte / Broadreach Healthcare
Heather Grady / Rockefeller Philanthropy Advisors

THE ROLE OF DOCUMENTARY FILMS IN AMPLIFYING


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

THE ROLE OF INTERMEDIARIES IN SUPPORTING THE


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

SCHEDULE 57
BATS THEATER

Wednesday, October 24
THE FUTURE OF BANKING FOR IMPACT
8:30 am - 9:30 am
There are 5,000+ banks in America. Most offer similar
products and services and have only minor differences in
fees and interest rates. The big difference between banks is
what they stand for and the impact they have. This discussion
will focus on what it means to be an impact bank, the role of
banks in politics, and how and why we all need to move our
money to ensure we are building a better world.
Penelope Douglas / Culture Bank
Keith Mestrich / Amalgamated Bank

UNLOCKING OPPORTUNITY: BREAKING BARRIERS FOR


PEOPLE WITH CRIMINAL RECORDS
9:45 am - 10:45 am
Seventy million or 1-in-3 Americans have some type of
criminal record. Even a minor record can be a life sentence
to poverty and can stand in the way of nearly every building
block of economic security. Join us for this intimate, in-depth
Tuesday, October 23 conversation about the lived experience of returning citizens
and the barriers they face in the larger context of racial
inequality. We’ll highlight investable solutions for building
CULTIVATING LOCAL IMPACT ECOSYSTEMS equitable opportunities for people with criminal records.
1:45 pm - 2:45 pm Ellis Carr / Capital Impact Partners
With increasing interest in place-based investing, what does Teresa Hodge / Mission:Launch
it take to cultivate a successful local impact ecosystem?
Which assets and institutions offer the most leverage for NO MORE INCREMENTALISM: FINANCIAL PRODUCTS
social entrepreneurs to grow, thrive, and achieve meaningful THAT DRIVE BOLD & MEASURABLE CHANGE
impact? Join a group of leaders from Philadelphia, Denver, 11:00 am - 12:00 pm
and Minneapolis-St. Paul who are working to advance their Traditional financial products/models are contributing
cities’ place-based investing ecosystems. They will share to today’s immense, structural economic inequality. How
experiences and insights into everything from convening do we build new products and paradigms that serve the
community to implementing policy to catalyzing capital. masses, undo racial and gender equity, and build an inclusive
Ted Carling / Ecotone Analytics economy? Naomi Klein says incremental options are no
Dr. Stephanie Gripne / Impact Finance and CO Impact Days longer available to us. We need big and bold change. In this
John Moore / ImpactPHL intimate conversation, hear from three female innovators
Y. Elaine Rasmussen / Social Impact Strategies Group sharing solutions that address imbalances of power and work
to restore justice in our economic system.
THE CARDS ARE STACKED AGAINST BLACK AMERICA: Kat Taylor / Beneficial State Bank
CHANGING THE GAME Kesha Cash / Impact America Fund
3:00 pm - 4:00 pm Cat Berman / CNote
Is access to credit a civil rights issue that needs more
attention? Absolutely. The financial services system, as broad ACCELERATING GLOBAL DEVELOPMENT BY
and comprehensive as it is, creates experiences that are EMPOWERING FEMALE FUND MANAGERS AND BY
highly variable for different people, especially individuals INVESTING IN WOMEN
and communities of color. Hear from fighters on the front 12:15 pm - 1:15 pm
lines working hard to change that—from their positions in The launching of women-led impact funds in recent years has
investment, for-profit, and government. created an expectation of a broader view in the investment
Jotaka Eaddy / LendUp decision-making process, as well as greater diversification of
Tishaura Jones / City of St. Louis, MO social enterprises obtaining capital. This panel explores the
Carolina Huaranca / Kapor Capital link between women-led impact funds, investment in gender-
Lilian Singh / Prosperity Now Racial Wealth Divide inclusive social enterprises, and financial and impact results.
Randall Woodfin / Mayor of Birmingham, AL Members of this panel will provide the perspective of these

58 SOCAP18 OCT. 23-26, 2018


fund managers and their investors on the challenges and RACE IN THE WRITERS ROOM: HOW HOLLYWOOD
opportunities, and they will offer constructive steps forward. WHITEWASHES THE STORIES THAT SHAPE AMERICA
Dia Martin / OPIC 4:00 pm - 5:30 pm
Maya Chorengel / TPG The Rise Fund Who is shaping the stories we see and hear? What is narrative
Bob Webster / Small Enterprise Assistance Funds (SEAF) change, and why is it so critical to advancing racial equity
and inclusion? How does narrative change show up in impact
DATA-DIRECTING THE FLOW OF OPPORTUNITY investing movement? A lot of how we as individuals and
ZONES INVESTMENTS organizations are influenced, from the conversations we have
1:30 pm - 2:30 pm to the decisions we make, comes from TV shows, podcasts,
Opportunity Zones represent a potential boon to low- music, movies and school curriculum. These mediums
income communities and impact investors alike. Zones can influence and push necessary conversations. This session will
receive unlimited capital inflows, while investors can reap feature speakers transforming the narrative.
significant tax benefits. But where should investments be Bird Runningwater / Sundance Institute’s Native American
targeted? In what communities can opportunity be grown and Indigenous Program
most responsibly? What role does big data play, and what Mauricio Mota / Wise Entertainment
tools can avail investors to make the most prudent decisions?
Panelists in this session will discuss how data and technology
can target investments for equitable growth.
Lori Chatman / Enterprise Community Partners
Fran Seegull / U.S. Impact Investing Alliance
Frank DiGiammarino / Beeck Center for Social Impact &
Innovation at Georgetown University
Bruce Katz / New Localism Advisors
Melissa Jones / BARHII

THE COCOA BLEND


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

SCHEDULE 59
BATS THEATER

Thursday, October 25 FROM RESEARCH TO SCALE


12:45 pm - 1:45 pm
How can investors support the best solutions to achieve
THE POWER OF POLICY IN THE FIELD OF GENDER LENS scale? What if you had brain research, evaluation research,
INVESTING and economic return on investment but were in a sector that
9:00 am - 10:00 am faces challenges in scaling? This session, using examples
Policies, initiatives, and activities within national from early childhood education, will identify challenges and
development and donor agencies can play a powerful role successes in achieving scale and will include a call to action
in directing finance to further gender equality strategies. for investors.
What role does government policy play, both in driving Steffanie Clothier / Gary Community Investments
capital to gender-lens investing and in shaping the outcomes Deborah Leong / Tools of the Mind
of those investments? Learn how a variety of countries are Stephen Keppel / Univision
approaching this work and what more can be done to align Corey Zimmerman / Center on the Developing Child at
the goals and strategies of government and private sector Harvard
actors. Isabelle Hau / Omidyar Network
Patty Alleman / UNICEF
Joy Anderson / Criterion Institute CAN FINTECH TRULY CHANGE THE FINANCIAL SYSTEM
Loren Rodwin / OPIC FOR GOOD?
Stephanie Kimber / innovationXchange, Department of 3:15 pm - 4:15 pm
Foreign Affairs and Trade Financial technology (fintech) promises transformational
Pauline Mbayah / African Enterprise Challenge Fund (AECF) change to financial systems to increase financial security.
Adherents claim their lean, data-driven, consumer-centric
PIONEERING SOCIAL ENTERPRISE SOLUTIONS FOR approach will reduce fees, simplify decisions, expand access,
REFUGEES AND TRAFFICKING SURVIVORS and improve finances. But can they overcome privacy and
10:15 am - 11:15 am security concerns, varying comfort levels with technology,
Humanitarian aid is only part of the solution to solving the and biases in data to avoid exacerbating financial divides?
global refugee crisis. When taking into account restrictions Join us as investors, for-profit, and nonprofit fintech leaders
that refugees face in their employment and movement, discuss whether fintech’s promises to increase financial
as well as actual money and resources spent on unsettled security are real or hype.
refugees, it becomes clear that a bottom-up, enterprise-level Tim Flacke / Commonwealth
approach is required. This panel will bring together a variety Jimmy Zhu / Citi Ventures
of stakeholders to discuss new development practices that Lindsay Holden / Long Game
complement humanitarian aid solutions for displaced people. Leigh Phillips / EARN
Corinne Gray / Uncomfortable Revolution
Thane Kreiner / Miller Center for Social Entrepreneurship SEXUAL AND GENDER-BASED VIOLENCE AS AN
Francois de Borchgrave / KOIS Invest INVESTMENT RISK
Natasha Freidus / Needslist 4:30 pm - 5:30 pm
Manyang Reath / 734coffee “Time’s Up”… #MeToo … allegations of abusive behavior by
Sean Hinton / Soros Economic Development Fund corporate chiefs … The groundswell of public attention to
Wafaa Arbash / WorkAround sexual and gender-based violence (SGBV) is revealing its
Scott Wu / Omidyar pervasiveness within all levels of society. We will explore
emerging research that sheds light on the relationship
BIG MONEY, BIG PROBLEMS: WOMEN USING TECH TO between gender-based violence and investment risk. An
SOLVE GLOBAL CHALLENGES investor and an investment advisor will discuss how they
11:30 am - 12:30 pm are working to integrate their commitment to decreasing
Research has shown that women are particularly inclined to violence and harassment throughout the investment process.
invest in social change across all types of sectors. Women Katherine Pease / Cornerstone Capital Group
are increasingly using advanced science and technology and Erika Karp / Cornerstone Capital Group
raising large venture dollars to drive positive change at scale. Tia Subramanian / Criterion Institute
Come hear what it takes from female leaders at the center of Beau Seil / Patamar Capital
this work.
Heather Mack / Wall Street Journal
Heidi Patel / Rethink Impact
Anurati Mathur / Sempre Health
Davida Herzl / Aclima

60 SOCAP18 OCT. 23-26, 2018


Friday, October 26 INTERNATIONAL INVESTING AND
INDIGENOUS RIGHTS
11:30 am - 12:30 pm
PROMOTING IMPACT INVESTING IN SMALLER MARKETS The UN Declaration on the Rights of Indigenous People
9:00 am - 10:00 am and protocols set forth to honor Free Prior & Informed
While the need for impact capital is universal, most of this Consent are the most important guidelines for investors,
money tends to flow into countries with larger economies. governments, business and civil society organizations to
In Latin America, for example, far more capital flows into appropriately engage with Indigenous People. This panel will
Mexico than smaller countries such as Guatemala, Ecuador, share essential lessons and practices for wealth holders and
and Peru. How can we build the necessary impact ecosystems change makers while offering practical examples of effective
to encourage investment in these smaller markets? Our practices moving money at the intersection of indigenous
panelists will discuss the challenges and opportunities wisdom and business solutions to the world’s greatest
available in these nascent impact ecosystems. challenges.
Michelle Arévalo-Carpenter / IMPAQTO Lourdes Inga / International Funders for Indigenous People
Rich Ambrose / Pomona Impact Shaun Paul / Ejido Verde
Loic Comolli / NESsT Joan Carling / Indigenous Peoples Major Group for
Sustainable Development
REGENERATIVE AGRICULTURE China Ching / The Christensen Fund
10:15 am - 11:15 am
Regenerative Agriculture is gaining traction and market
share, and there has never been a more opportune time
for investors to get involved. The benefits derived from
healthy soils can shift the risk and return profile and
improve its prospects for investment. This session will
feature preliminary findings from research on Regenerative
Agriculture Investments from the 50+ investors and
philanthropists who have participated in the formal survey
and gatherings around the U.S.
Erin Axelrod / Lift Economy
Reginaldo (Regi) Hasslet Marroquin / Main Street Project
Dawn Sherman / Tanka Resilient Agriculture
Esther Park / Cienega Capital

SCHEDULE 61
All of the classrooms in the C Building run for 75 minutes:
C BUILDING 45 minutes of content followed by 30 minutes of facilitated
networking. We’re leaving space in the schedule for attendees to
connect, to collectively activate more of the wisdom in the room,
and spark greater discovery and collaboration.

Tuesday, October 23 terms of becoming owners of the firm. This session explores a
model for fostering employee ownership at scale via a buyout
fund for businesses in a succession context.
IS DIVESTMENT NOW A FIDUCIARY DUTY Camille Kerr / Transform Finance
FOR TRUSTEES? Aner Ben-Ami / Candide Group
ROOM A 1:15 pm - 2:30 pm Jessica Rose / The Democracy Collaborative
Is the most effective way to achieve divestment from fossil Paul Hudnut / New Belgium Family Foundation
fuels to obtain a court ruling that it is the fiduciary duty
of all charitable trustees not to invest in anything that BLOCKCHAIN IS FOR IMPACT, TOO!
demonstrably reduces our chances of staying within two ROOM A 2:45 pm - 4:00 pm
degrees? Experts from the U.S. and the U.K. will inform a Blockchain was one of the hottest buzzwords of 2017,
facilitated conversation among participants around the and its use cases continue to grow. Big banks are using it,
arguments to adopt this strategy and the best ways to as are government and private enterprises. The primary
achieve change at scale. characteristics of this emerging technology, namely security
David Hunter / Bates Wells & Braithwaite London LLP and transparency, have numerous potential applications
Georges Dyer / Intentional Endowments Network in the impact world. This session will feature social
Sian Ferguson / The Sainsbury Family Charitable Trusts entrepreneurs in the sector talking about their use of the
Robert Nava / San Francisco State University Foundation blockchain and their visions for a more decentralized and
Keith L. Johnson / Reinhart Law equitable world.
Ben Siegel / ConsenSys Social Impact
BLUEPRINT FOR AN EMPLOYEE OWNERSHIP Thea Sommerseth Myhren / Diwala
CONVERSION FUND Raphael Mazet / ALICE
ROOM B 1:15 pm - 2:30 pm TJ Abood / Access Ventures
Employee ownership has emerged as one of the main ways of
tackling the wealth gap. The current wave of business owner
retirements presents both a threat to workers, in the form
of businesses shutting down, as well as an opportunity, in

62 SOCAP18 OCT. 23-26, 2018


ACCELERATING ECONOMIC MOBILITY WITH FEDERAL
WORKFORCE DOLLARS
Wednesday, October 24
ROOM B 2:45 pm - 4:00 pm
Exciting new efforts across California are working to AFFORDABLE HOUSING WITH OPPORTUNITY ZONES
accelerate workforce opportunities and economic mobility ROOM A 8:30 am - 9:45 am
for individuals and families. Federal workforce funds– The recent passage of the Tax Cuts and Jobs Act creates
including WIOA and CTE dollars–provide opportunities to tie an exciting opportunity for investment in previously
outcomes and meaningful incentives to significant resources. underserved communities. It also creates the opportunity
Hear from leading experts about specific examples of how for over-gentrification that could displace the very people
this has been done, of current work in progress, and of the the bill is meant to protect. Learn how this legislation can
potential to scale these efforts across the state and beyond. add jobs, preserve housing, and enhance infrastructure
Caroline Whistler / Third Sector in disadvantaged neighborhoods while ensuring the new
Brooke Valle / San Diego Workforce Partnership investment is directed towards the communities that need it
Sam Cobbs / Tipping Point most.
Kim Johnson / California Department of Social Services Eddie Lorin / Strategic Alliant
Jane Fischberg / Rubicon Programs Rebecca Lester / Stanford Graduate School of Business
Michael Novogradac / Novogradac & Company LLP
INNOVATIVE PUBLIC/PRIVATE PARTNERSHIPS FOR Christopher Brown / Policy Link
GENDER-RESPONSIVE, LOW CARBON ECONOMIES
ROOM C 2:45 pm - 4:00 pm FOUNDATIONS, LLCS, DAFS AND MORE: HOW TO
Climate related disasters cost billions of dollars and threaten SELECT AND COORDINATE IMPACT ENTITIES
to derail social and environmental progress across the world. ROOM B 8:30 am - 9:45 am
However, social enterprises, public-private partnerships Today’s strategic philanthropists utilize a wide range of
for risk sharing, and targeted efforts toward women’s tools to achieve their impact goals and are increasingly
empowerment can spur inclusive innovation and help searching for the legal and organizational structures that
catalyze low carbon alternatives, adaptation, and resilience. will best support their efforts. This session will unveil key
Join our cross-sector panelists as they discuss using public highlights from research conducted by the Walton Family
climate finance to achieve gender and climate justice for all. Foundation on the organizational structures of fifteen major,
Sue Szabo / Global Affairs Canada strategic philanthropy founders across the country. Attendees
Alexa Blain / Deetken Group will leave with nine key decision factors to consider when
Maria Tapia Bonilla / Inter-American Development Bank deciding on organizational structures for strategic impact.
Dominique Souris / Youth Climate Lab Sharon Schneider / Walton Family Foundation
Kerry Max / Global Affairs Canada Sarah Cooch / SEC With Intention

PLACE-BASED COMMUNITY INVESTING WITH INNOVATIVE FINANCE MODELS FOR REPRODUCTIVE


DEEP IMPACT HEALTH AND JUSTICE
ROOM D 2:45 pm - 4:00 pm ROOM C 8:30 am - 9:45 am
Impact investors are seeking opportunities to create deep The Reproductive Health Investors Alliance is a group of
local impact. In this modified pitch session, investors will foundations and investors collaborating to bring innovative
respond to three place-based investment products: a note, financing to the fields of reproductive health and justice in
an equity investment, and a deposit. The investors will share the United States. Panelists will share their expertise in the
their appetites for each product based on risk profile, return deployment of grant, debt, and equity capital to support and
on investment, impact, and other characteristics. Investment launch enterprises solving seemingly intractable problems
managers who’ve been scratching their heads looking for in these areas. We’ll discuss how unlocking capital once
ways to satisfy clients’ desires for tangible local impact will unavailable in fields dominated by grant funding could bring
gain valuable new answers. a catalytic shift for this sector.
Annie McShiras / Self-Help Federal Credit Union Ruth Shaber / Tara Health Foundation
Donna Fabiani / Opportunity Finance Network Madeline Wu / The David and Lucile Packard Foundation
Deb Nelson / RSF Social Finance
Jessica Knox / Nurx

AT THE HEART OF IMPACT MEASUREMENT:


LISTENING TO CUSTOMERS
ROOM D 8:30 am - 9:45 am
Since impact measurement can be both costly and confusing,
many companies and fund managers find it a burden. But it

SCHEDULE 63
C BUILDING

doesn’t have to be this way. At its core, learning about impact Learn how to create healthy, equitable communities through
is grounded in a simple activity: listening to feedback from collaboration.
customers. This session will explore the partnership between Lisa Davis / PGIM Real Estate
the DFID Impact Programme and Acumen Lean Data to create Clare Newman / Brooklyn Navy Yard
a customer-centric approach to impact measurement. Lois Fried / Urban Atlantic
Sasha Dichter / Acumen John Moon / Federal Reserve Bank of San Francisco
Nicola Doetzer / Impact Programme, DFID
UNLIKELY PARTNERSHIPS AND THEIR POTENTIAL TO
BUILDING SOCIAL ENTREPRENEURSHIP AROUND IMPROVE THE IMMIGRATION CRISIS
THE WORLD ROOM D 10:00 am- 11:15 am
ROOM A 10:00 am - 11:15 am Restrictive border legislation, aggressive detention
How have a handful of courageous and dedicated individuals and deportation actions, and destructive separation of
created infrastructure for social entrepreneurs in their families all represent our current immigration crisis. These
countries without the benefit of government support, complex challenges cannot be solved by a single funder or
university curriculums, or philanthropic support? Hear from organization. They demand a coordinated response. This
people around the world who have built business incubators panel of unlikely collaborators will discuss partnerships
from the ground up, educated generations of new social accelerating impact in the field of immigration. Find out how
entrepreneurs, and sourced the capital to support them. What these stakeholders came together, what critical issues they
are the lessons learned, and how can the SOCAP community are tackling, the challenges they overcame, and what work
support further development in other regions of the world? lies ahead.
Julia W. Sze / Julia Sze Consulting Roxana Shirkhoda / Tides
Shuyin Tang / Patamar Capital ST Mayer / Code for America
Nicolas Rouhana / IM Capital Marisela Esparza / Dolores Street Community Services
Adnane Addioui / Moroccan Center for Innovation and Navin Moul / Zellerbach Family Foundation
Entrepreneurship
NO WOMAN LEFT BEHIND: HOW BLOCKCHAIN WILL
BLENDED FINANCE IN SUSTAINABLE FISHERIES UPLIFT WOMEN AROUND THE GLOBE
DEVELOPMENT ROOM A 11:30 am - 12:45 pm
ROOM B 10:00 am - 11:15 am The “Blockchain Epoch” will change our world even more
Fisheries are inherently risky. While other sectors have than the internet has at a dramatically faster rate in every
established models for funding sustainable development, area of our lives. Female blockchain entrepreneurs are
fisheries lag in mobilizing capital to drive long-term resource leveraging blockchain’s inherently feminine values of trust,
security and better social and economic conditions. Some transparency, equality, and distributed power to create next
fisheries-focused organizations are seeing great potential generation companies with innovative social impact. Learn
in applying blended finance to fund transformation in these the economic opportunities being created with blockchain
complex systems. This panel will explore evolving case and why this new, wide-open playing field holds unique
studies in creating deal and capital flow in global fisheries potential for women.
from the perspectives of private investors, philanthropic Ruby Yeh / Heart of All Women
funders, and implementing agencies. Sarah Maxwell / Unify.Earth
Greg FitzGerald / Future of Fish Julie Bissinger / Sela Labs
Jan Yoshioka / Conservation International Ventures LLC Ada Jonuse / Lympo
Renu M. Saini / Walton Family Foundation KJ Erickson / Public Market
James Dien Bui / Lotus Impact
Serge Mayaka / Akipeo RE-THINKING INVESTABILITY IN RURAL AMERICA:
MODELS FOR OVERCOMING PIPELINE CHALLENGES
MIXED-USE DEVELOPMENT: OPPORTUNITIES FOR ROOM B 11:30 am - 12:45 pm
POSITIVE IMPACT ON PEOPLE AND PLACES How are rural stakeholders rethinking economic
ROOM C 10:00 am - 11:15 am development and investment strategies needed to stimulate
Where you live affects your life outcomes–life expectancy, sustainable, equitable prosperity? Despite perceptions
earning potential, even what chance your children have about “the future of rural,” innovative grassroots solutions
at advancement. This panel will discuss how mixed-use are cropping up in rural communities across the country,
development can change the calculus for low income solutions that better leverage resources and provide flexible
communities and their inhabitants. Beyond just creating gap capital. Hear from four place-based practitioners on
housing units, placemaking involves public realm, jobs, how their organizations are working to creatively deploy
retail, and other services that positively affect the outcomes philanthropic and other assets to address financing gaps and
of people who live, work, and play in these communities. capital absorption obstacles that are unique to rural America.

64 SOCAP18 OCT. 23-26, 2018


Deb Markley / LOCUS Impact Investing STEM. Hear about their journeys and how having women
Stephanie Randolph / Cassiopeia Foundation innovators reshapes the world around us.
Kelly Ryan / Incourage Hala Hanna / MIT Solve
Chrystel Cornelius / First Nations Oweesta Corporation Komal Ahmad / Copia
Ryan Marie Decker / GROW NEW MEXICO Rebecca Novak / Code Nation
Kristin Kagetsu / Saathi
AFRICA’S YOUTH EXPLOSION AND WHAT IT MEANS Katie Lorish / AnnieCannons
FOR EMPLOYMENT & OPPORTUNITY
ROOM C 11:30 am - 12:45 pm HOW SHARED OWNERSHIP PROMOTES RACIAL,
There are more people joining the workforce in Africa in ECONOMIC, AND SOCIAL JUSTICE
the next ten years than in the rest of the world combined. ROOM B 1:00 pm - 2:15 pm
This panel will feature perspectives on employment and Cooperatives have long been a tool for marginalized groups
opportunity from philanthropy, policymakers, upskilling/ to come together to meet their common economic needs.
training businesses and recruitment platforms on how they Today, there is a resurgence of cooperatives being used to
plan to seize this moment and match talent to opportunity. build alternative economic institutions owned and controlled
What’s it going to take to make sure people find jobs and by their communities, to reduce the racial wealth gap,
companies find the right people to fuel economic prosperity? and to provide an entry point for people with barriers to
Paul Breloff / Shortlist employment. Hear about cooperative initiatives in Oakland,
Noella Moshi / West Africa Vocational Education (WAVE) Baltimore, Chicago, Boston, and across the South.
Audrey Cheng / Moringa School Aaron Tanaka / Center for Economic Democracy
Oley Dibba-Wadda / African Development Bank Group Joseph Cureton / Core Staffing Cooperative
Claudia Arroyo / Prospera Co-ops
NEIGHBORHOOD PLACEMAKING IS THE REMEDY TO Ed Whitfield / The Fund for Democratic Communities
“UNNATURAL CAUSES” AFFECTING HEALTH
ROOM D 11:30 am - 12:45 pm
Continuing our discussion from SOCAP17, this
session will bridge silos in conversations around
“building healthy communities,” “gentrification,”
and “opportunity in the innovation economy.”
Communities themselves are often left out of
neighborhood development, and even well-
intentioned groups often fail to address systemic
problems and to create sustainable pathways
forward. This panel will feature “real talk” from
community leaders about ways to support place-
based innovation that helps communities meet
their own needs and drive their own development.
Sandra Davis / California Endowment
Nicole Lee / Urban Peace Movement
Jose Corona / City of Oakland Mayor’s Office
Tyrone “Baybe Champ” Stevenson Jr. / The
Scraper Bike Team
Dr. Noha Aboelata / Roots Community Health
Center
Markese Bryant / Remix: The Soul of Innovation

DESIGNING A DIVERSE WORLD


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

SCHEDULE 65
C BUILDING

ENSURING TODAY’S SOLUTIONS DON’T BECOME


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

66 SOCAP18 OCT. 23-26, 2018


SOCIAL ENTERPRISE: AN INVESTMENT THAT WORKS! THE WOMEN WHO ARE LEADING TECH-ENABLED
ROOM A 4:00 pm - 5:15 pm SOLUTIONS FOR MIGRATION
Employment-focused social enterprises are solving some of ROOM D 4:00 pm - 5:15 pm
society’s toughest challenges. Social enterprises employ and Growing numbers of people on the move around the world
provide training and support services to people overcoming present challenges for cities and nation-states, but migration
employment barriers, including homelessness, incarceration, also created opportunities and a surge of bottom-up
and addiction. Research has proven the impact—improved technological innovations. Women are at the forefront of
economic security, mobility, and a 2x SROI. Hear from leaders this innovation wave, repurposing “old tech,” testing deep
of this growing movement on how they balance profit and tech, and ensuring that displaced people are at the forefront
purpose, why social enterprise is an investment that works, of creating solutions. This panel will bring together women
and how you can effectively invest in creating opportunity. founders who are leading the new wave of migration and
Carla Javits / REDF refugee tech.
Maria Kim / Cara Amanda Levinson / NeedsList
John Theisen / Orion Industries Thea Sommerseth Myhren / Diwala
Emma Rosenbush / Cala Wafaa Arbash / Workaround
Mursal Hedayat / Chatterbox
INDIGENOUS FINANCE: OPPORTUNITIES FOR Laila Maher Soudi / Stanford Refugee Research Project
IMPACT THROUGH ECONOMIC RECONCILIATION
ROOM B 4:00 pm - 5:15 pm
This panel will showcase innovative instruments and Thursday, October 25
recent transactions that are overcoming the financial
exclusion of Indigenous Peoples. What are the principles WHAT CAN IMPACT INVESTING LEARN FROM OTHER
of a reconciliation economy? How can impact investors SECTORS ABOUT IMPACT?
work with Indigenous communities to create meaningful ROOM A 9:00 am - 10:15 am
partnerships and mutually beneficial opportunities to achieve Impact investors often struggle to measure and manage
more inclusive and more sustainable economic prosperity? their social impact, but policymakers, evaluators, and
This panel will address these questions and will highlight philanthropists have long made decisions with an impact
dynamic impact investment opportunities with Indigenous lens in their own domains. What have they learned from
communities and the non-Indigenous partners that are these efforts, and how could those lessons be applied to an
driving economic reconciliation. investment context? Three practitioners representing diverse
Nicole McDonald / J.W. McConnell Family Foundation schools of thought will demonstrate thorny measurement
Jeffry Cyr / Raven Indigenous Capital Partners challenges and creative approaches to handling them.
Carol Anne Hilton / The Indigenomics Institute Ian David Moss / Knowledge Empower
Robin McLay / Vancouver Island University Kathy Newcomer / Trachtenberg School of Public Policy at
George Washington University
USING INNOVATION STRATEGIES TO INCREASE Danny Hernandez / Evident
IMPACT: AN EARLY CHILDHOOD CASE STUDY
ROOM C 4:00 pm - 5:15 pm PROTECTING DIGITAL IDENTITY & DATA SOVEREIGNTY
Achieving impact in a specific sector can be accelerated WITH BLOCKCHAIN
through innovation strategies that spur new thinking, ROOM B 9:00 am - 10:15 am
collaboration, and investment. Investors looking to build a If you have spent any time reading about blockchain, you’ve
stronger pipeline of companies and ventures can consider probably seen the term “self-sovereign identity” more than
leveraging innovation tools like prizes, accelerators, a few times. What exactly is it, how does blockchain make
ecosystem development, and capital strategies to get it feasible, and what does it mean for human rights, data
there. Using early childhood as a case study, this working sovereignty, and democracy? Come learn!
session will explore how innovation strategies are assisting Thea Sommerseth Myhren / Diwala
an emerging pipeline for investors interested in improving Subhashish Bhadra / Omidyar Network
outcomes for young children Matthew Davie / Kiva
Matthew Barry / Gary Community Investments
Steffanie Clothier / Gary Community Investments
Gabe Hakim / Promise Venture Studio
Don Burton / LearnStart
Mark Berryman / The Caprock Group
Cameron White / New Schools Venture Fund

SCHEDULE 67
C BUILDING

THE INTERSECTION OF PARTICIPATION AND IMPACT INNOVATIVE INVESTMENT PARTNERSHIPS FOR


INVESTMENT CLIMATE RESILIENT AGRICULTURE IN AFRICA
ROOM C 9:00 am - 10:15 am ROOM A 10:30 am - 11:45 am
Too often the impact investment decision-making process Smallholder farmers grow 70% of Africa’s produce, yet
ignores the voices of the community it seeks to affect. How three-quarters of Africa’s malnourished children live in
can we strengthen and encourage collaboration between farming households. Smallholder livelihoods are increasingly
communities and impact investors to ensure that capital unsustainable because of poor practices, high intermediation,
is being deployed most efficiently? This panel of impact- and climate change. However, many innovations are
investment experts will draw on their own experience and being explored at this critical nexus between poverty and
a history of participatory methods and grassroots economic climate. What are the innovative partnerships, investment
initiatives as they discuss how impact investors can be more opportunities, and measurement tools for tackling this
accountable to the communities they seek to serve. issue at scale? How can we increase farmer income and
Ted Jackson / E.T. Jackson & Associates productivity while minimizing exposure to climate risk?
Rajiv Khanna / Thousand Currents Sheikh Noor Ullah / Acumen
Morgan Simon / Candide Group Derek Norman / Syngenta Ventures
Steven Brunn / Winrock International
A PORTFOLIO FILLED WITH VALUE Eric Davidson / Sound Agriculture
ROOM D 9:00 am - 10:15 am Hazel Taylor / Acumen
Value, wealth, accrual, returns, assets, investment.
Enlightened investors expand and redefine these terms to INTERSECTION BETWEEN IMPACT AND REAL ESTATE
new ends and towards new goals. Hear investors and funders PRIVATE EQUITY
discuss their inspired visions for portfolios, with emphasis on ROOM B 10:30 am - 11:45 am
their definitions of cultural, other assets of value, and new With $270 billion of unspent capital in real estate private
models for investment and transformation. equity funds, how can we direct these investments toward
Vinitha Watson / ZooLabs impact-oriented placemaking? The panelists, from a variety
Javier Torres / Surdna Foundation of real estate, impact, and finance backgrounds are all
Lauren Ruffin / Fractured Atlas engaged in transformative development projects, bringing
Penelope Douglas / Culture Bank market rate capital to disinvested communities. Join them for

68 SOCAP18 OCT. 23-26, 2018


a discussion about the challenges they have faced in bridging Stefanie Thomas / Impact America Fund
impact and real estate investing and about the considerable Sunwoo Hwang / Sixup
opportunity that exists at this intersection. Cynthia Muller / W.K. Kellogg Foundation
Naomi Williams / Sustainable Real Estate Fund (SURF)
Greg Stuppler / SURF Capital BUILDING AN EQUITABLE, SUSTAINABLE FOOD
Sean McLean / Renaissance Downtowns ECONOMY
Leiasa Beckham / Common Ground Urban Development ROOM B 12:00 pm - 1:15 pm
Brian Murray / Shift Capital Over 16 million US households are food-insecure. These
David Hood / Sonen Capital families must often rely on cheaper, less healthy options
to feed their families. With a complex, fragmented supply
HOW TO DE-RISK AND INCREASE EARLY-STAGE chain, from growers to producers to distributors to retailers,
INVESTMENTS INTO CLIMATE SOLUTIONS how can we build the infrastructure that is necessary to
ROOM C 10:30 am - 11:45 am create an equitable, affordable food economy? Our panel of
To curb the effects of climate change, we need to invest policymakers, investors, and entrepreneurs will discuss the
not only in existing solutions, but also in next-generation biggest challenges and opportunities facing this industry.
technologies. However, most new climate innovations remain Jen Faigel / CommonWealth Kitchen
stuck in the lab, as traditional funding models have failed Haile Johnston / The Common Market
to support their development. With the need for catalytic Aaron Tanaka / UJIMA Project
funding more important than ever, how can entrepreneurs Lucia Sayre / Health Care Without Harm
break through this bottleneck? Hear from successful climate Tara Marchant / Emerald Cities Collaborative
entrepreneurs and early-stage investors about bringing
innovations from the lab to the market. GOT $25? $25 MILLION? WHY AND HOW EVERY
Neil Yeoh / Echoing Green WOMAN CAN INVEST IN WOMEN
Sandra Kwak / 10Power ROOM C 12:00 pm - 1:15 pm
Angelo Campus / BoxPower #METOO and #TIMESUP are important, albeit reactive
Miranda Wang / BioCellection movements. Is there another proactive way to empower
Jenna Nicholas / Impact Experience women, maybe through their wallets? Women control 75%
of global consumer spending and significant investable
FINANCIAL INCLUSION THROUGH THE BLOCKCHAIN assets; 90% of their income is typically reinvested in family/
ROOM D 10:30 am - 11:45 am community. But women aren’t using their investing power
The original promise of Bitcoin, in particular, and blockchain to build sustainable wealth. This session will highlight why
in general, were the ability to distribute, share, and send and how ALL women can take action today, investing in each
money without a financial intermediary. This remains a other, growing their wealth, and changing the world.
driving principle behind most blockchain projects. With over Delilah Panio / We Are Enough
two billion unbanked people worldwide, the opportunity for Tracy Gray / The 22 Fund
blockchain to promote financial inclusion is tremendous. Kristin Hull / Nia Capital
These panelists will discuss how the new technology can Shally Shanker / AIIM Partners
be used to provide non-traditional financial services to the Jenny Kassan / Crowdfund Main Street
population that traditional financial institutions have ignored.
Neville Crawley / Kiva INFORMAL WORKERS: THE FRONT LINES OF ENABLING
Robert Greenfield / ConsenSys Social Impact CIRCULAR ECONOMIES
Trevor Filter / Flexa ROOM D 12:00 pm - 1:15 pm
Ba Minuzzi / Ausum Ventures Incorporating informal workers into circular economies
is critically important. Workers on the fringes of formality
PREDATORY LENDING: WHERE TO DRAW THE overwhelmingly endure extractive markets. Individuals who
LINE? aren’t recognized for their importance in circular economies
ROOM A 12:00 pm - 1:15 pm and who cannot access crucial social and financial resources
Predatory lending — whether in payday lending, credit suffer negative ramifications. Join the conversation around
cards, student loans, or mortgages — traps millions in an how a multi-stakeholder intervention can yield equitable
unbreakable cycle of high interest debt. Many are making access for informal workers to market resources, promoting
big business out of gray areas, and there is significant debate the establishment of robust, sustainable, and inclusive
on where the line should be drawn. How do we determine circular economies.
what practices are predatory, what fees are justified, and Samit Aich / S3IDF
what terms are fair? Using investment examples, this session Eleanor Allen / Water for People
will grapple with these and other questions surrounding Libby McDonald / MIT D-Lab
predatory lending. Chris Flood / Gaia

SCHEDULE 69
C BUILDING

THE SOUND AND THE FURY: IMPACT INVESTING AND particularly for people without post-secondary educations.
THE MEDIA Join us for a conversation about different approaches to
ROOM A 1:30 pm - 2:45 pm workforce development. Presenters will also share insights on
It takes Google less than a second to find 164 billion references how they are aligning the American workforce and education
to “impact investing”. Journalists—from podcasters to print— systems to promote economic advancement for all.
will be covering all the moves as impact investing continues Christina Sass / Andela
to expand into the mainstream and deeper into the margins. Maria Flynn / JFF
Join an extremely timely discussion bringing journalists from a Yscaira Jimenez / LaborX
variety of media niches together to discuss the changing media Claudine Emeott / Salesforce Impact Fund
industry, trends in impact investing, and what they’re looking for
when covering the evolving impact landscape. CONSERVATION FINANCE: INVESTING IN NATURE
Meghan French Dunbar / Conscious Company ROOM A 3:00 pm - 4:15 pm
David Bank / ImpactAlpha Environmental degradation is occurring at an alarming
Sherryl Kuhlman / Dollars and Change rate. We urgently need to create and scale new funding
Abby Schultz / Dow Jones channels that monitor, conserve, and enhance environmental
Morrison “Mo” Shafroth / Momentum Communication Strategy resources. This session will explore different modalities
for financing conservation, including the opportunities
INVESTING IN CLIMATE SMART AGRICULTURE and challenges presented by each. The panel will feature
ROOM B 1:30 pm - 2:45 pm perspectives from leading conservation organizations, banks,
Climate smart agriculture boosts agricultural productivity, and impact investors on the best opportunities for effectively
reduces greenhouse gas emissions, and increases farmer and successfully investing in nature.
resilience to climate change. However, despite the potential Tanja Havemann / Clarmondial
for both social and environmental impact, investment into Melissa Moye / WWF US
climate smart agriculture lags behind other industries. Our Fabian Huwyler / Credit Suisse
panel of entrepreneurs and investors will discuss the current Tammy Newmark / EcoEnterprises Fund
barriers to investment, including impact measurement and Camilla Seth / New Venture Fund
communication, and the opportunities this industry presents.
Duncan Gromko / UNIQUE forestry and land use CRACKING THE CODE ON WORKFORCE HOUSING
Lini Wollenberg / CCAFS ROOM B 3:00 pm - 4:15 pm
Sylvia Wisniwski / Finance in Motion In numerous regions around the country, high housing costs
Aakash Parekh / CropIn Technology are a significant problem affecting economic stability,
Agustin Silvani / Conservation International mobility, and the fabric of communities. Our nurses, teachers,
Julia Santander / EcoEnterprises Fund firefighters, police officers, EMT’s, civil servants, and other
key community members have been priced out of housing
LEGISLATION FOR ALTERNATIVE OWNERSHIP in the very communities they serve. This panel will explore
ROOM C 1:30 pm - 2:45 pm ways to finance development of quality workforce housing,
Alternative ownership structures are gaining momentum as including partnerships and innovative financial tools, to crack
a legislative tool to address inequality and to reduce the the code on workforce housing.
wealth gap. From the Main Street Employee Ownership Act— Pam Rothenberg / Womble Bond Dickinson
the farthest reaching pro-employee ownership legislation in Jim Cauley / Motive Investment Partners, LLC
20 years—to Elizabeth Warren’s Accountable Capitalism Act, Debbie Campbell / Community Housing Capital
to millions of dollars in municipal funding for cooperative
development, alternative ownership is showing up in BEYOND SILICON VALLEY: FRONTIERS OF TECH IN
political platforms and legislative proposals in the U.S. and EMERGING MARKETS
internationally. ROOM C 3:00 pm - 4:15 pm
Yassi Eskandari / Sustainable Economies Law Center High-tech solutions for global problems are increasingly
Doug O’Brien / National Cooperative Business Association coming from places that have traditionally been considered
Jose Corona / Oakland Mayor’s Office low-tech. Frugal innovators in emerging markets are building
Camille Kerr / Transform Finance commercial-grade products to solve local problems. What
can these innovations, pioneered by tech entrepreneurs in
WORKFORCE DEVELOPMENT IN EMERGING MARKETS Africa, teach the rest of the world, and how can these new
AND THE U.S. frontiers share knowledge and exchange best practices with
ROOM D 1:30 pm - 2:45 pm established hubs like Silicon Valley?
Rapid technological changes promise to raise global income Stephen Ozoigbo / The African Technology Foundation
levels and improve quality of life for populations around the Ngozi Dozie / OneFi
world, but these shifts could also yield greater inequality, Rob Eloff / Lateral Capital

70 SOCAP18 OCT. 23-26, 2018


THE PATH TO SCALING: WATCH YOUR STEP LAND RIGHTS PRESENT BOTH RISK AND OPPORTUNITY
ROOM D 3:00 pm - 4:15 pm FOR INVESTORS
Developing, introducing, and scaling is challenging, and, ROOM B 4:30 pm - 5:45 pm
unfortunately, there is no secret formula to ensure success. Strengthened land rights for smallholder farmers can be the
Innovators and entrepreneurs can benefit from early strategic key to building productive and sustainable supply chains.
planning and support. Our panelists will share the nuanced Yet, even with land conflicts as one of the greatest risks to
needs, challenges, gaps, and successes in supporting early investments, land rights are often overlooked when making
to mid-staged innovators and entrepreneurs. Hear personal investment decisions. This panel will present tools that
experiences from the innovators themselves. can be used to avoid and mitigate land-related risks and to
Jennifer Fluder / USAID support responsible investment opportunities.
Laura Sampath / VentureWell Chris Jochnick / Landesa
Trevor Zimmer / Dalberg Design Impact Group Chloe Christman Cole / Oxfam
Beth Kolko / Shift Labs Lou Munden / TMP Systems
Soumyadipta Acharya / Johns Hopkins University Mina Manuchehri / Landesa
MaryKate Bullen / New Forests
THE RISE OF THE TOILET ECONOMY + SMART
SANITATION A CONVERSATION FOR ASSET ALLOCATORS:
ROOM A 4:30 pm - 5:45 pm REDUCING IMPLICIT BIAS AND INCREASING
Sanitation is experiencing an innovation and growth boom. RETURNS
From breakthrough technologies that can detect and protect ROOM C 4:30 pm - 6:00 pm
citizens from infectious disease outbreaks and empower What will it take to reduce implicit bias within financial
citizens with their own health data to innovative business markets? How do diverse managers allow for different and
models that unlock business opportunities in the circular increased impact? If you are allocating capital, join this deep
economy, there is a major transformation taking place. Come dive session that will go beyond the surface conversations
learn more at our panel as we discuss current and future around how to make capital more diverse and representative.
trends in the Toilet Economy and Smart Sanitation. As active participants, every participant will explore reducing
Michael TS Lindenmayer / Toilet Board Coalition implicit biases that are likely contributing to gender and
Pete Delcamara / Kimberly-Clark racial disparities in investing.
Lesley Sept / Stanford’s Center for Population Health Sciences Daryn Dodson / Illumen Capital
Prabhat Pani / Tata Trusts Jenna Nicholas / Impact Experience
Jeff Hallowell / Biomass Controls Sarah Lyons-Padilla PhD / Social Psychological Answers to
Real World Questions, Stanford University
Miljana Vujosevic / Prudential Financial

SCHEDULE 71
C BUILDING

Friday, October 26 session will describe how their market-based approach has
catalyzed technological and business model innovation and
is beginning to attract greater public and private sector
AZURE: A BLENDED FINANCE FACILITY FOR WATER investment.
AND SANITATION Shrikant Avi / Global Alliance for Clean Cookstoves
ROOM A 9:00 am - 10:00 am Dymphna van der Lans / Global Alliance for Clean Cookstoves
In July 2018, Catholic Relief Services and IDB’s Multilateral Gabriella Oken / Accenture Development Partnerships
Investment Fund launched Azure, a blended finance facility Colm Fay / William Davidson Institute at the University of
catalyzing both investment and grant capital to improve water Michigan
and sanitation services for underserved communities in El Sachin Rudra / Acumen
Salvador. Azure is comprised of two integrated components: 1)
loan capital to expand water and sanitation infrastructure and EXPANDING THE MENU: BLENDED FINANCE IN THE
2) a technical assistance facility. This session will detail the AFRICAN AGRICULTURAL VALUE CHAIN
innovative model, highlight insights from the development of ROOM A 11:30 am - 12:30 am
the facility, and share successes to date. Agriculture and its supporting value chains have long
Mitchell Strauss / OPIC driven economic development, yet the smallholder farming
Ambassador (ret.) John Simon / TOTAL Impact Capital & Azure model has proven difficult to scale for external investment.
Source Capital Recently, however, new models of ecosystem mapping and
Maren Barbee / Catholic Relief Services & Azure Technical commodity chain integration have used blended capital
Services to create attractive investment opportunities across the
Sarah Forcino / Catholic Relief Services capital spectrum. In this session, panelists will discuss new
approaches that bring together bankers, IFIs, foundations,
LEVERAGING MARKETS TO SERVE THE BOP: A CASE food industry players, and policy makers to drive economic
STUDY IN CLEAN COOKING development through agriculture.
ROOM A 10:15 am - 11:15 am Richard Lackey / World Food Bank
What are the challenges that exist in reaching out to and Daniel Ohonde / African Enterprise Challenge Fund
serving the world’s poorest and most remote customers? Sophie Mukua / Fair Trade Organization of Kenya
The Global Alliance for Clean Cookstoves is harnessing the
power of markets to achieve its goal of universal adoption
of clean cookstoves and fuels in the Global South. This

72 SOCAP18 OCT. 23-26, 2018


SEMINAR 2 @ SAN FRANCISCO
ART INSTITUTE (SFAI)
Thursday, October 25 INVESTING ALONGSIDE THE UNITED NATIONS TO
ACHIEVE THE SDGS
12:45 pm - 1:45 pm
SOCIAL CAPITAL MARKETS: SO FRAGMENTED! Following the SOCAP17 address from UN Administrator
9:00 am - 10:00 am Achim Steiner, this session will cover executable strategies
If we’ve been building the social capital market for ten plus for deploying private capital alongside UN SDG investments,
years, why are we so many Trillions short of achieving the including through publicly traded ETFs, direct lending,
SDGs? We won’t get there by taking another decade to grow and other investment instruments. Developed by agencies
impact investing from 10B to 100B. This panel explores ways including the UN Capital Fund, UN Multi-Partner Trust Fund,
to harness technical, financial, and legal innovations and the and UNDP Jordan, attendees will leave with actionable ways
secret ingredient of collaboration to catalyze the data and to invest in financial inclusion, female empowerment, early
capital needed to achieve the outcomes we want in the time childhood development, and more.
we have. Daniel F. Runde / Center for Strategic and International
Jeff Tuller / YK Center Studies
Astrid Scholz / Sphaera Jennifer Topping / Multi Partner-Trust Fund Office
Audrey Selian / Artha Networks Inc Anders Berlin / United Nations Capital Development Fund
Benjamin Hebborn / Bertelsmann Stiftung Sara Ferrer Olivella / UNDP Jordan
Elizabeth Boggs-Davidsen / UNDP
ARTISTS ARE INVESTORS, PART 2: A CREATIVE SYSTEM
10:15 am - 11:15 am
This lively session is one of two conversations that will
bring to life models across the country that embrace artists
as investors who build measurable value in communities
towards real shared prosperity. Join funders, investors, and
experts in a conversation that lifts up the role of artists in
a system of collaborative investment that leads to shared
prosperity.
Shelley Trott / Kenneth Rainin Foundation
Deborah Cullinan / YBCA

GOVERNMENT PARTNERSHIPS: HOLY GRAIL OR IMPACT


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

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

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


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

Jamie McGonnigal
Director of Business Development

76 SOCAP18 OCT. 23-26, 2018


INVESTMENT PARTNERS

BUSH FOUNDATION
bushfoundation.org/social-business-ventures PRUDENTIAL
The Bush Foundation invests in great ideas and the prudential.com
people who power them. We encourage individuals and Prudential Financial, Inc. (NYSE: PRU), a financial services
organizations to think bigger and think differently about leader with more than $1 trillion in assets under management
what is possible in communities across Minnesota, North as of March 31, 2018, has operations in the United States,
Dakota, South Dakota and the 23 Native nations that share Asia, Europe, and Latin America. Prudential’s diverse and
the same geographic area. talented employees are committed to helping individual
We launched the Social Business Ventures initiative with a and institutional customers grow and protect their wealth
three-part strategy: through a variety of products and services, including life
-Inspire, equip and connect people of all backgrounds to insurance, annuities, retirement-related services, mutual
create and grow social purpose businesses. funds, and investment management. In the U.S., Prudential’s
-Inspire, equip and connect people of all backgrounds to iconic Rock symbol has stood for strength, stability,
invest more capital in social purpose businesses. expertise, and innovation for more than a century. For more
-Create a supportive ecosystem for business creators and information, please visit news.prudential.com.
growers and investors in social purpose business.

ROCKEFELLER FOUNDATION
rockefellerfoundation.org/our-work/initiatives/innovative-finance
OVERSEAS PRIVATE INVESTMENT CORPORATION (OPIC) The Rockefeller Foundation’s mission—unchanged since
opic.gov 1913—is to promote the well-being of humanity throughout
the world. One area of focus in service of this mission is our
The Overseas Private Investment Corporation (OPIC) is innovative finance work in which we look to support the next
a self-sustaining U.S. Government agency that promotes generation of impact financing mechanisms through our Zero
private-sector led development in emerging markets. As Gap portfolio.
the largest impact investor in the U.S. government, OPIC is
partnering with SOCAP to support social enterprises globally
and to accelerate the flow of capital for good. OPIC fulfills its
mission by providing social enterprises and other businesses
with debt financing, political risk insurance, and support for
private equity investment fund managers.

PARTNERS 77
INNOVATION PARTNERS

THE AECF BNY MELLON


aecfafrica.org bnymellon.com/us/en/who-we-are/global-philanthropy/index.jsp

The AECF is a development institution supporting businesses BNY Mellon is a global investments company dedicated to
to innovate, create jobs, and leverage investments and helping its clients manage and service their financial assets
markets to create resilience and sustainable incomes in throughout the investment lifecycle. Whether providing
rural and marginalized communities in Africa. The AECF financial services for institutions, corporations, or individual
has mobilized over $356 million, leveraging more than investors, BNY Mellon delivers informed investment
$658 million in matching capital and improving the lives management and investment services in 35 countries and
of more than 16 million people in 2017 alone through jobs more than 100 markets. Started by Alexander Hamilton in
and increased household incomes. AECF now supports 267 1784, BNY Mellon is one of the longest-lasting financial
companies in 25 countries in sub-Saharan Africa across 40 institutions in the world.
value chains in agribusiness and renewable energy.

BAIN CAPITAL DOUBLE IMPACT


GARY COMMUNITY INVESTMENTS
baincapitaldoubleimpact.com
garycommunity.org
Bain Capital Double Impact applies Bain Capital’s value-
added approach to impact investing by building great Gary Community Investments (GCI) invests in for-profit and
companies, maximizing their financial potential, and scaling philanthropic solutions for Colorado’s low-income children
their social and environmental impact. and their families. In 2017, GCI announced a multi-year,
multi-million dollar human and financial capital commitment
to surfacing, piloting, supporting, and scaling solutions that
better support early learning and development. Because
we blend philanthropic and social impact investing capital,
GCI is able to assume more risk and pursue cutting-edge
BARCLAYS approaches to creating transformative change.
barclays.com/ib
Barclays is a transatlantic consumer, corporate, and
investment bank offering products and services across
personal, corporate, and investment banking, credit cards, and
wealth management primarily in our two home markets of the
UK and the US. With over 325 years of history and expertise in
banking, Barclays operates in over 40 countries and employs JB MEDIA GROUP
approximately 85,000 people. Barclays moves, lends, invests jbmediagroupllc.com
and protects money for customers, and clients worldwide.
JB Media Group is a B Corp certified, digital marketing
agency dedicated to increasing the reach and impact of
mission-driven companies and organizations. We work
with clients who have a social impact story to tell—from
promising startups to global leaders. Our clients include
SOCAP, B Lab, +Acumen, IC-SVN, StartingBloc, and Conscious
Company Media. We offer services including marketing
HALLORAN PHILANTHROPIES strategy, content development, social media, SEO, public
halloranphilanthropies.org relations, and online advertising. We can provide training
for your team—or manage your marketing for you. We bring
Halloran Philanthropies supports amazing entrepreneurs who expertise, passion, and creativity to every campaign.
are changing the world. We champion the power of business as
a driving force for positive social change. We are committed to
relationships that connect people to people with purpose.

78 SOCAP18 OCT. 23-26, 2018


MILLER CENTER FOR SOCIAL ENTREPRENEURSHIP USAID
scu.edu/millercenter usaid.gov
Miller Center is the largest and most successful university- USAID is the world’s premier international development
based social enterprise accelerator in the world. Our mission agency and a catalytic actor driving development results.
is to accelerate entrepreneurship to end global poverty and USAID’s work advances U.S. national security and economic
protect the planet. Founded in 1997, Miller Center is one prosperity, demonstrates American generosity, and promotes
of three Centers of Distinction at Santa Clara University, a path to recipient self-reliance and resilience.
located in the heart of Silicon Valley. Here we leverage this
entrepreneurial spirit with the University’s Jesuit heritage of
service to the poor and protection of the planet.

VODAFONE AMERICAS FOUNDATION


vodafone-us.com

SORENSON IMPACT FOUNDATION Vodafone Americas Foundation™ is part of Vodafone’s global


network of foundations. We are affiliated with Vodafone,
sorensonimpactfoundation.org one of the world’s leading mobile telecommunications
The mission of the Sorenson Impact Foundation is to invest companies, operating in more than 27 countries with partner
in innovative, scalable solutions to the world’s most pressing networks in over 40 more countries, with significant presence
needs. in Europe, the Middle East, Africa, Asia Pacific and the United
States. The network of country foundations as well as the
The Foundation invests in companies that have developed connection to the Vodafone business affords the sharing a
scalable, innovative and potentially disruptive solutions global knowledge, technology expertise, and best practices.
to the world’s most pressing problems including access to
quality healthcare and education, workforce development, “Connecting for Good” is a universal theme throughout
sanitation, water, and clean energy. Vodafone’s foundations worldwide. The Foundations mobilize
communities by bringing people together from all sectors:
The Foundation was established by James Lee Sorenson, business, nonprofit, government, employees and even our
a world-renowned entrepreneur, business leader, societal customer base to resolve shared problems and advance
innovator, and impact investor. In addition to the Foundation, social change.
he endowed the University of Utah’s Sorenson Impact Center,
a “think and do tank” focused on social impact and policy.
`

WALTON FAMILY FOUNDATION


waltonfamilyfoundation.org
TIDES
The Walton Family Foundation is, at its core, a family-led
tides.org foundation. The children and grandchildren of our founders,
Tides is a philanthropic partner and nonprofit accelerator Sam and Helen Walton, lead the foundation and create
dedicated to building a world of shared prosperity and social access to opportunity for people and communities. We
justice. Tides works at the nexus of funders, changemakers, work in three areas: improving K-12 education, protecting
and policy, with extensive impact solutions including rivers and oceans and the communities they support,
philanthropic giving and grantmaking, impact investing, fiscal and investing in our home region of Northwest Arkansas
sponsorship for social ventures, collaborative workspaces, and the Arkansas-Mississippi Delta. To learn more, visit
and policy initiatives. Their extensive tools and know-how waltonfamilyfoundation.org.
give their partners the freedom to hit the ground running and
drive change faster than they can on their own.

PARTNERS 79
PITCH PARTNERS

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

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

80 SOCAP18 OCT. 23-26, 2018


CAPITAL IMPACT PARTNERS DUTCH SOCIAL ENTREPRENEURSHIP MISSION 2018
capitalimpact.org socialimpact-mission.nl

Capital Impact Partners believes every underserved The Netherlands are leading social entrepreneurship in
community has the potential to be a strong, vibrant place Europe, and the Dutch impact ecosystem is flourishing. Dutch
of opportunity. We seek to address key social and economic entrepreneurs are known for their pioneering, collaborative,
justice issues and help ensure that communities are built and system-changing attitude.
on a foundation of equity, opportunity, and inclusiveness.
A nonprofit Community Development Financial Institution, Representing the Netherlands at SOCAP18, seventeen
Capital Impact Partners provides the capital and commitment successful and innovative social entrepreneurs will be joining
to catalyze this potential and break the barriers to success. the Dutch organizing delegation, including the following:
- RVO
We work with communities to create a strong fabric of - The municipality of Amsterdam (Amsterdam Impact)
high-quality services that foster good health, job creation, - The municipality of The Hague (Impact City)
economic growth, and interconnectedness—empowering - PwC the Netherlands
individuals to improve their lives and livelihoods. - Social Enterprise NL
- Enviu

Connect for impact, come and meet the Dutch!

CURIOSITY LAB
curiositylab.io
Curiosity Lab exists to help organizations build hyper-
engaged communities around their values. We provide ETHNOTEK BAGS
nonprofit and for-profit organizations with fully integrated
(or modular) strategy and activation services across Branding ethnotek.com
+ Identity, Communications Strategy, Content, Partnerships, At Ethnotek, our mission is to keep culture alive by creating
Media, PR, and IRL engagement. Our process and ecosystem high-quality laptop and travel bags that feature ethically
connects creatives, brands, and non-profits in collaborations sourced handmade textiles. Your purchase sustains employment
for positive change. Our mission is to revolutionize the for the art of hand printing, weaving, and embroidery with our
advertising and media industries by shattering the glass partnering artisan villages in Ghana, Guatemala, India, Indonesia
ceiling, opening the gates of the leadership ranks to all and Vietnam. Ethnotek is so much more than just a bag! It’s a
people, and building a world class agency with inclusivity in celebration of culture; it’s a community; it’s a global movement!
its DNA from the start. Come join the Tribe. Together we can keep culture alive!

FINANCE IN MOTION
DEUTSCHE BANK | DWS
finance-in-motion.com
db.com
Finance in Motion is a global impact asset manager
Deutsche Bank is Germany’s leading bank, with a strong exclusively focused on micro, small, and medium enterprise
position in Europe and a significant presence in the Americas (MSME) finance and green finance. An expert at blending
and Asia Pacific. We provide banking services to companies, public and private capital, the company develops and
governments, institutional investors, small and medium- advises impact investment funds with the primary goal of
sized businesses, and private individuals. We believe that achieving significant economic, social, and environmental
banking must become more sustainable. For us this means impact in low and middle-income countries. Backed by a
that integrity and responsibility must guide all our actions. dedicated international team of around 200 staff members
In everything we do, we aim not only to create value for based in seventeen offices, Finance in Motion’s hundreds of
our clients, shareholders, and employees, but also to meet investments for a cumulative $4.2 billion dollars have made a
environmental and social challenges. difference in Southeast Europe, the Caucasus, Latin America,
the Middle East, and North Africa.

PARTNERS 81
HABITAT FOR HUMANITY JOHN D. AND CATHERINE T. MACARTHUR
FOUNDATION
habitat.org/impact/our-work/terwilliger-center-innovation-in-shelter
macfound.org
DOMESTIC. Habitat for Humanity is a leader in affordable
homeownership. In 2017, its affiliates provided over 4,000 The John D. and Catherine T. MacArthur Foundation supports
affordable mortgages in the US. Habitat Mortgage Solutions creative people, effective institutions, and influential
was created to increase production and provides mortgage- networks building a more just, verdant, and peaceful world.
related services, including unique financing options that MacArthur is placing a few big bets that truly significant
target non-traditional financers and investors. progress is possible on some of the world’s most pressing
social challenges, including over-incarceration, global
climate change, nuclear risk, and significantly increasing
INTERNATIONAL. Habitat for Humanity launched the financial capital for the social sector. In addition to the
Terwilliger Center for Innovation in Shelter (TCIS) to catalyze MacArthur Fellows Program, the Foundation continues
more inclusive housing markets to serve the 330 million its historic commitments to the role of journalism in a
households worldwide living in slums or inadequate housing. responsible and responsive democracy, as well as the
TCIS launched the Shelter Venture Fund in 2017 to invest in strength and vitality of our headquarters city, Chicago.
entrepreneurs tackling the housing challenge with disruptive
products and services for low-income households.

OMIDYAR NETWORK
omidyar.com
IMPACTASSETS
Omidyar Network is a philanthropic investment firm
impactassets.org dedicated to harnessing the power of markets to create
ImpactAssets is a nonprofit financial services firm that opportunity for people to improve their lives. Established
increases the flow of capital into investments that deliver in 2004 by eBay founder, Pierre Omidyar, and his wife,
financial, social, and environmental returns. Our signature Pam, the organization invests in and helps scale innovative
product, The Giving Fund, an innovative donor advised fund, organizations to catalyze economic and social change.
was created “of, by and for impact investors” to provide a Omidyar Network has committed more than $1 billion
flexible solution for innovative and creative impact investing to for-profit companies and nonprofit organizations that
that philanthropists were seeking. foster economic advancement and encourage individual
participation across multiple initiatives, including Digital
Since 2010, ImpactAssets has become the leading facilitator Identity, Education, Emerging Tech, Financial Inclusion,
of direct impact investing within donor advised funds. Our Governance & Citizen Engagement, and Property Rights.
portfolio represents more than 380 impact investment
positions and $443 million in assets. We are also dedicated To learn more, visit www.omidyar.com and follow on Twitter
to field-building through the ImpactAssets 50 database of @omidyarnetwork #PositiveReturns
private debt and equity fund managers, The ImpactAssets
Handbook for Impact Investors, and the ImpactAssets Issue
Brief library.

REDF
redf.org
REDF invests in and advises high-impact social enterprises
to employ and empower people overcoming barriers to
work. For over 20 years, REDF has used the principles of
venture philanthropy and business to create economic and
social inclusion. We provide financial capital, in the form of
grants and loans, and specialized consulting services that
help employment-focused social enterprises increase their
impact and grow to serve more people. We measure our
results through an investment lens by jobs created, lives
transformed, and public costs reduced.
82 SOCAP18 OCT. 23-26, 2018
SYMBIOTICS
ARABELLA ADVISORS
symbioticsgroup.com
arabellaadvisors.com
Symbiotics is an investment company specialized in
emerging, sustainable, and inclusive finance. Since its Arabella Advisors provides a comprehensive platform
inception in 2005, it has invested USD 3.75 billion in of advisory and implementation services that enables
more than 300 financial institutions in over 70 emerging foundations, philanthropists, and investors to deploy capital
countries, working as an advisor or manager of about 30 effectively for social change. Founded in 2005 to offer
investment funds and many institutional investors. The firm strategic guidance for effective philanthropy, Arabella has
is headquartered in Geneva, Switzerland, with offices in Cape evolved into a mission-driven Certified B Corporation that
Town, London, Zurich, Mexico City, and Singapore, regrouping has helped scale the impact of clients whose portfolios
over 100 employees globally. Symbiotics currently reaches collectively represent more than $100 billion in philanthropic
out, indirectly through its investments, to 1,600,000 small assets. Arabella has partnered with hundreds of funding
enterprises and low income households at the base of the organizations—including ultra-high-net-worth individuals
pyramid in emerging and frontier markets. and families, community and family foundations, leading
institutional foundations, corporations, social entrepreneurs,
and nonprofits—to design, implement, accelerate, and
IDEA PARTNERS evaluate the impact of their grants and investments.

BLUEHUB CAPITAL
bluehubcapital.org
BlueHub Capital—formerly Boston Community Capital—is
AERIS
a leading CDFI, providing expertise and capital to finance
aerisinsight.com projects and services that serve people and organizations
Since 2004, Aeris has guided capital to good. We provide in low-income neighborhoods. Since our founding in 1985,
performance data, analysis, and ratings of both financial risk we have provided a total of $1.4 billion in financing for
and impact management. Aeris helps investors to screen, projects that create good-paying jobs, high-quality education,
underwrite, and monitor investments that meet their risk healthy food, affordable housing, good health care, energy
parameters and social/environmental impact goals. resilience, and foreclosure relief. BlueHub Capital believes
that low-income people deserve safe, vibrant neighborhoods
and the same quality of services that their more prosperous
neighbors enjoy. To that end, we offer an array of innovative
tools united by a common purpose: connecting low-income
neighborhoods with the resources they need to create
ALSISAR IMPACT healthy communities.
alsisarimpact.com
Alsisar Impact is a leading impact investment focused
transaction advisory firm. Alsisar provides a one-stop solution
to social enterprises and impact investors for investment
activity through a 360° holistic integrated services model GLOBAL AFFAIRS CANADA, TRADE COMMISSIONER
covering areas of Legal, Financial, Structuring, regulatory SERVICE
compliance, and taxation services. It has brought together
international.gc.ca
under one roof experts and professionals experienced in the
area of impact investing, right from the intricacies of any The Canadian Trade Commissioner Service (TCS) helps
investment deal to the essentials of regulatory authorities. Canadian companies navigate the complexities of
With unique fee payment structures, Alsisar’s focus is to international business.
deliver services in a cost and time efficient manner without
compromising on quality.

PARTNERS 83
KATE SPADE
CATHOLIC RELIEF SERVICES
katespade.com/collections/on-purpose/learn-more/
crs.org
Women are strong agents of change in the communities
Catholic Relief Services is the official international
where they live and do business, anywhere in the world.
humanitarian agency of the Catholic community in the
When women are empowered, their families and communities
United States. The agency alleviates suffering and provides
are empowered, as well. We at kate spade new york believe
assistance to people in need in more than 110 countries,
we play a role in catalyzing community empowerment
without regard to race, religion or nationality. Our programs
wherever our product is being made.
touch 130 million lives with innovative solutions and
responses to poverty.
Our social enterprise division, on purpose, creates supplier
partners that empower women, who in turn transform their
communities. Coupled with these efforts is our community
impact fund, providing philanthropic capital and igniting
local partnerships that accelerate the transformative impact
CROSSBOUNDARY empowered women in their communities will have. Improved
crossboundary.com health, economy and education of all girls and boys, women
and men in the on purpose supplier communities result from
CrossBoundary is a frontier market investment firm advising these combined efforts.
private equity funds, impact investors, local enterprises,
and development finance institutions seeking to raise or
mobilize capital. CrossBoundary’s mission is to unlock the
power of capital to make a strong return and a lasting
difference in frontier markets. CrossBoundary has over 50 KORN FERRY
full time investment professionals located across its offices
in Bamako, Johannesburg, Lagos, Nairobi, New York City, and kornferry.com
Washington, DC. Korn Ferry is a global organizational consulting firm. We
help clients synchronize strategy and talent to drive superior
performance. We work with organizations to design their
structures, roles, and responsibilities. We help them hire the
right people to bring their strategy to life. And we advise
ICA FUND GOOD JOBS them on how to reward, develop, and motivate their people.
icafundgoodjobs.org
ICA Fund Good Jobs is the nation’s only fully-integrated
advising and investing model dedicated to the creation
of good jobs and economic freedom. For over 22 years, it
has addressed the inter-related economic development SCHWAB CHARITABLE
challenges of increasing inequality, gaps in investment schwabcharitable.org
capital for women and entrepreneurs of color, and poor
Schwab Charitable is a donor-advised fund established
career advancement opportunities for low-income families.
as a service for individual investors to help increase their
The organization has been nationally recognized for
charitable giving. Since its inception in 1999, Schwab
innovative approaches, practical insights, and a unique ability
Charitable has facilitated over $10 billion in grants to
to spark collaboration between disparate partners. Through
approximately 131,000 charities on behalf of its donors.
tailored investments of capital and expertise, ICA Fund Good
Schwab Charitable serves a wide range of investors and
Jobs ensures that entrepreneurs are positioned to create
has been a pioneer in enabling registered investment
catalytic and sustainable community change.
advisors to manage the investments of donor-advised fund
accounts. Schwab Charitable also offers a private foundation
conversion service for private foundations considering a
donor-advised fund as a complementary or alternative
charitable vehicle. For more information, including a short
video describing the benefits of donor-advised funds, visit
schwabcharitable.org.

84 SOCAP18 OCT. 23-26, 2018


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

Media Partners GSG Impact Summit


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

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

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

LINDSAY SMALLING • Chief Executive Officer


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

JAMIE MCGONNIGAL • Director of Business Development


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

LIZ MAXWELL • Senior Product Manager


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

ALEX KRAVITZ • Programming Associate


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

CARI HANSON • Senior Content Manager


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

88 SOCAP18 OCT. 23-26, 2018


FABIENNE BLANC • Operations Assistant
Fabienne has been the SOCAP Registrar since 2011. After studying law in France, she moved to San Francisco
to join her husband and raise her children. She enjoys, among other things, long walks with her dog, hiking or
skiing in the Sierra, and doing genealogical research. Her newest goal is to read at least one novel from each
country of the world. Suggestions welcome.

JUSTIN BELLEME • Marketing Manager


Justin leads the SOCAP18 marketing team with more than a decade of experience in internet marketing and
event promotion. He is the Founder and Director of Strategy at JB Media Group, an online marketing agency
based in Asheville, North Carolina. In addition to working for SOCAP, JB Media has also offered marketing or
training services to the following organizations: B Lab, +Acumen, Social Venture Network, Conscious Company
Media, StartingBloc, Ashoka, and Hive Global Leaders. He is also the co-founder of the JB Media Institute, a
digital marketing online training program.

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

SARAH STERLING • Entrepreneur Coordinator


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

CASSIE BARRETT • Marketplace Coordinator


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

CASEY TERRAZAS • SOCAP Technical Director


Since 2011, Casey has managed the equipment setup and labor crews needed to make SOCAP a full-scale
production. When not at SOCAP, Casey travels the globe producing all kinds of events. Additionally, in 2013
Casey founded Porch Party Records in his home city of Long Beach, releasing vinyl and cassettes of California
bands.

MARK LEONARDI • Production Manager


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

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

JOHN MORRIS • Managing Partner


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

LINDSAY ZIZUMBO • President


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

LUC FAGERBERG • Chief Operations Officer


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

90 SOCAP18 OCT. 23-26, 2018


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

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


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

MARIANNE SCHNALL • CEO and Founder, What Will It Take


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

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

LINDSAY SMALLING • CEO, SOCAP


(see bio above)

TEAM 91
IMPACT
Impact @ SOCAP18
One of the high priorities we set for SOCAP is to produce as sustainable a conference as
possible. Below are some of the ways we have found to do that.

Venue Catering
FORT MASON CENTER FOR ARTS & CULTURE ACRE GOURMET • acregourmet.com
fortmason.org Acre Gourmet is a solid SOCAP staple. We are all so nourished
SOCAP18 returns for the eleventh year to its dynamic, by the integrity of the people in this organization that shines
waterfront home at Fort Mason Center, a unique landmark through in the exquisite buffets they create for us each year.
that hosts an ever-evolving rotation of artistic programming, Acre Gourmet makes choices that support sustainability.
including theatre and dance performances, as well as Acre sets an example by committing to their principles
educational and cultural classes, for over 1.2 million annual of using local, organically-grown produce and humanely
visitors. Hosting SOCAP here significantly decreases the raised meats; buying directly from local purveyors; following
carbon footprint of our event compared to hosting at a hotel, sustainable practices like a full composting and recycling
and it allows us to support a National Historic Landmark program that aims for ‘zero waste;’ no use of pre-packaged,
and part of the Golden Gate National Recreation Area, the processed foods; using modern energy-saving equipment
country’s largest urban national park. and high temperature dishwashers that cut down on the use
of chlorine; using the freshest, least-processed ingredients
available and, whenever possible, using organic products
Accommodations that are naturally low in sugar and saturated fats. Acre’s
menus are consistently diverse, balanced, and exceed USDA
TRIPZERO • tripzero.com
guidelines for nutrition.
SOCAP has partnered with TripZero since 2016 to find great
hotel rates for SOCAP attendees and also to offset the carbon
U.S. PURE WATER • uspurewater.com
footprint of their trip. We offset over 3,400 tonnes of carbon
in 2016 and 4,200 tonnes in 2017, erasing the estimated travel The drinking water provided for SOCAP comes from U.S. Pure
footprint of all SOCAP attendees the last two years. TripZero Water Corporation. The full spectrum water treatment service
has been invaluable in 2018 helping us find hotels with the and sales company’s aim is to reduce plastic waste and the
limited availability caused by the Oracle conference. When use of fossil fuels in the delivery and production of plastic
you book your accommodations through TripZero, they bottles by providing equipment that treats at the point-of-
calculate the carbon footprint created by your trip. Then, they use (POU) rather than at a treatment plant far away. USPW
offset your footprint by funding reforestation and renewable converted SF City and County to POU systems and is helping
energy projects – at no charge to you. TripZero is a certified B to green events, preventing hundreds of thousands of bottles
Corp and has created a different kind of travel agency to help from landing in the waste stream.
protect the planet.

94 SOCAP18 OCT. 23-26, 2018


Printing Thank you to our
ASHBURY IMAGES & NEW DOOR VENTURES B Corp Partners!
ashburyimages.org & newdoor.org
Again this year, SOCAP volunteers and staff are wearing t-shirts
from Ashbury Images. Ashbury Images rebuilds lives one shirt
at a time by providing paid employment, job training, and
supportive services to at-risk youth recovering from poverty,
substance abuse, and homelessness. Ashbury Images is part of
New Door Ventures, a youth development social enterprise.

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

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

IMPACT 95