OCTOBER 22-25, 2019 // SAN FRANCISCO, CA

COWELL FESTIVAL
MEZZANINE ALCATRAZ
THEATER
MAINSTAGE
CAMPUS MAP
COWELL LOBBY
ENTRY TO
COWELL THEATER
GOLDEN GATE SEMINAR 2
BRIDGE FESTIVAL
PAVILION
SAN
FRANCISCO
WEST
ART
PIER
INSTITUTE
(SFAI)
FIREHOUSE

YOGA
BEER
GARDEN

MAIN
GALLERY

BIG
BUILDING A

BUILDING BUILDING BUILDING BUILDING TOP

B C D E

SEE
BELOW
SOUTHSIDE
SF MOMA THEATER
FOR
GALLERY (3RD FLOOR)
DETAILS

BATS THEATER
(3RD FLOOR) N

GALLERY
308 W E

GALLERY
TENT S

ENTRANCE
GATEHOUSE

STAIRWAY ENTRANCE

FESTIVAL PAVILION/
REGISTRATION BUILDING C / 2ND FLOOR
C 205 C 210
FIREHOUSE/BIG TOP

SOUTHSIDE THEATER
BUILDING D
C 235 C 230
COWELL THEATER
SFAI: MAIN GALLERY, SEMINAR 2

C 201, C 210, C 230, C 235

BUILDING C
LAV.

BATS THEATER
BUILDING B
ELEV.
STAIRS

ELEVATOR ENTRANCE
GALLERY 308
 FESTIVAL PAVILION

MEZZANINE
RESTROOMS

MEETING ROOM 6 MEETING ROOM 3

MEETING ROOM 5 MEETING ROOM 2

LATAM LOUNGE

INDIGENOUS LOUNGE
BRAINDATE LOUNGE
MEETING ROOM 4 MEETING ROOM 1

SPONSOR TABLES SPONSOR TABLES

MARKETPLACE
AND BOOKSTORE

SPONSOR TABLES SPONSOR TABLES

INTENTIONAL LOUNGE

PRESS LOUNGE

REGISTRATION INFORMATION

RESTROOMS

ENTRANCE
WELCOME 8

EXPERIENCE 20

ENTREPRENEURS 26

CONTENT 32

SCHEDULE 38

PARTNERS 70

TEAM 82

IMPACT 90
+welcom e
 WELCOME
I took pages and pages of notes at my first SOCAP. I sat in
Cowell Theater, furiously writing down names, organizations,
and ideas I’d never heard before. It was 2010 and I had come
as a volunteer. I still remember watching Willy Foote of Root
Capital playing his guitar on the mainstage and Jacqueline
Novogratz sharing the story of Acumen, but my greatest
takeaway was my new awareness of this space. This was a
real and growing market, made up of smart, interesting, and
thoughtful people. It felt like a secret, this vibrant place in
between the nonprofit world and the finance world, that wasn’t
being covered in the media, that none of my friends were
talking about, that I hadn’t heard of during my early career
years in financial services nor in my subsequent years in the
nonprofit sector.
This is my 8th year working on SOCAP and this inspiring impact
thread is now woven throughout the global economy–yet it is
still invisible to most people. Despite the $500+ billion size of
the impact investing market and the millions of lives that have
been improved by social entrepreneurship, the potential of
global markets to accelerate impact is largely overshadowed
by traditional narratives of philanthropy, corporations, finance
and government. There is so much amazing, transformational
work happening across these sectors represented here at
SOCAP19 and it warrants a much larger audience.
We’ve taken SOCAP on the road - producing SOCAP 365 events
in cities across America since 2015. We launched our podcast,
Money + Meaning, in 2018. Together, these reach thousands
of people who may never attend the flagship conference. In
the coming year, we will increase our focus on accessible
8
storytelling across live events and digital content in order to
engage new audiences and grow this community.
The stories we will be telling are your stories. In the same way
that this annual conference amplifies and cross-pollinates so
many learnings from the impact economy, we will continue
to strengthen our platform in order to share the insights of
this community more broadly. The work you do is interesting,
important and inspiring and it shouldn’t be a secret.
For all of the narratives that have been shared through the
SOCAP platform, we haven’t done a very good job of telling our
own story. SOCAP was given life by founders Kevin Jones, Rosa
Lee Harden, Tim Freundlich and others, and our programming
and values are still heavily influenced by their initial vision. But
SOCAP is evolving as the field evolves, and we are taking stock
of our role so that we can best serve the continued growth
of this global community. For the first time, I’m sharing our
foundational principles here to communicate the framework
and intention that we bring to our role as a convener.
My growing awareness of the power of telling our stories - not
sharing white papers or presenting research - is evident in our
Power of Story track this year. With every theme we dive into,
whether it is Sustainable Agriculture, Indigenous Communities,
or a focus on Latin America, I gain a broader perspective on
the unique and interconnected challenges that this ecosystem
is working to overcome. I’m so grateful to all of the session
organizers and advisors that contribute their experience
and networks to keep us growing into new knowledge and
conversations.

Committing to the Racial Equity track over the last 3 years has
been hard and formative work, and it led to the recognition
that we were unlikely to truly shift the national conversation
on equity and access from San Francisco. We launched
SPECTRUM in Atlanta this past June with the intention of
offering our convening experience and networks to an
emerging market of diverse entrepreneurs and investors that
see opportunity and impact where traditional finance has
failed. We will continue these conversations at SOCAP and
hope that dialogue across these interconnected efforts will
continue to grow over the coming years.
We are constantly evolving as a field, as organizations, and as
individuals navigating family and career. As a movement to
unlock the potential of markets to accelerate impact, we need
to also be constantly growing at a much faster pace. Let’s take
this week together to share our stories with peers who are at
the leading edge of this movement. Let us then use the rest
of the year and the power of our collective stories not only to
engage influencers and decision makers, but also to make this
conversation matter to those who are the most marginalized.
With gratitude,
LINDSAY SMALLING
CEO, SOCAP
WELCOME
OUR 8 PRINCIPLES:
THE FOUNDATION FOR ALL
THAT WE DO
MONEY + MEANING
Operating at the intersection of money and meaning,
we believe markets create momentum to deliver
solutions to the world’s toughest problems.
EMBRACE THE POSSIBLE
Learn while leaning forward. Celebrate leading-
edge ideas, experiments and applications, success or
failure.
CONNECT VALUABLE STRANGERS
Convening a global community - across sectors, issue
areas, and geographies - creates unexpected content
and connections that spark new relationships and
catalyze ideas for progress.
PRIORITIZE INTEGRITY OF IMPACT
Unwavering commitment to cutting through the hype
in order to focus on solutions with real potential for
long-term change.
SPARK IMPACT THROUGH STORIES
Curate and share stories that connect at a human
level. Commitment to action is driven by stories that
touch our hearts and remind us why we’re doing this
work.
RESPECT THE WISDOM OF THE CROWD
Deep experience and fresh insight are equally
valuable. Solutions won’t evolve by squatting on
expertise.
FOSTER SERENDIPITY
Design physical and virtual spaces for spontaneous
moments of connection that can spur ideation,
collaboration, and lifelong relationships.
ALWAYS ROOM IN THE BIG TENT
Only with all perspectives represented will we create
lasting change.
9
 Transforming
Moments to movements.
Thoughts to actions.
WORLD-CHANGING

WO M E N

Leveraging storytelling and community, we connect, educate and

empower people to act, consume, invest and work intentionally.

We are intentional - transforming our economy to ensure our

social, environmental and economic systems thrive together.

What are you intentional about?

inten tio n al. c o

Eleven years. That’s how long we have to save the planet and avert a catastrophe, according to the Intergovernmental Panel on
Climate Change. While the last 50 years have brought us extraordinary developments in technology, manufacturing, and more, it has
come at a price. Somewhere along the way business began to put profit in front of people and at the expense of the planet. We have
been working in silos and competing against one another, with our core focus being on the transaction, our actions driven from a
place of scarcity, the idea that there aren’t enough resources, people, business, money.

We are at a crossroads: collaborate or die — literally.

We created the Intentional platform and its portfolio of brands — SOCAP, Total Impact, and Conscious Company Media — at a time
when many are questioning the very validity of capitalism. We at Intentional are still believers. We believe that business can be a
force for good. In fact, we believe that it has to be and that the next 50 years will be life-changing due to the collaboration of
like-minded business, technology, government, and
academic institutions.

These Intentional brands hold the same core beliefs that many of you attending SOCAP19 share. The capitalism we believe in is
compassionate and inclusive, with social, environmental, and economic systems thriving together for the benefit of all. We believe in
the power of an idea to change lives and organizations for the better. We believe that work is an expression of self, who you are,
what you want to become, and how you want to be remembered. And while we value independence, we believe that, in order to not
only survive but actually thrive, we must also see the value in interdependence. Each of our individual actions indeed impacts the
people around us and the planet overall, making it imperative that we work together. The ever-growing awareness that our planet
and its people are in peril demands that we all step up and into our intentionality.

We are bullish about the next half-century and are excited to, together with you, build the movement that will deliver the outcomes
we, as a planet, need in order to survive and thrive. Using the Intentional Media platform, we are excited to share your stories, help
build your communities, and amplify your lessons that are leading this urgently needed change.

So over the next few days, be intentional — in your thoughts, conversations, and connections. You’ll be amazed
at what will come about. We know you have a choice on how you spend your time. We’re glad you chose to
spend it with us.

Please stop by the Intentional Lounge and learn more about our brands, our racial and gender equity efforts — Spectrum and
World-Changing Women — and how you can help us build Intentional Cities.

We’re just getting started; the best is yet to come.

KATE BYRNE

PRESIDENT, INTENTIONAL MEDIA

 Educating and engaging the financial markets to
accelerate capital flows to purpose-driven
investments across all asset classes

BOSTON, NOVEMBER 19, 2019

UN/NEW YORK, DECEMBER 10, 2019

an company totalimpactconference.com
ACCESS // INCLUSION // IMPACT

The premier gathering of

June 9-11, 2020 multicultural changemakers
creating an inclusive
Atlanta, GA impact economy

socialcapitalmarkets.net/spectrum

an company
 CONTINUE THE CONVERSATION
WITH THE SOCAP PODCAST

Money +
Meaning
Unlikely Allies Building New
Markets for Impact

EPISODES FEATURING SOCAP19 SPEAKERS:

Ep 3: Capital, Culture, and Artist Entrepreneurs

Deborah Cullinan and Penelope Douglas

Ep 6: Financial Activists and 21st Century Leadership

Akaya Windwood and Joel Solomon

Ep 18: Democratizing Community Development

Aaron Tanaka

Ep 27: Driving Impact in Opportunity Zones

Rip Rapson

Ep 28: Using the Full Spectrum of Capital in Sustainable Fisheries

Stephanie Gripne

Ep 31: Financing Democracy

Julie Menter

Subscribe on Apple Podcasts, Spotify, or wherever you listen

 CONTINUE THE CONVERSATION!
ENGAGE YEAR-ROUND THROUGH SOCAP
LEADING CONVERSATIONS // VALUABLE NETWORKS // SUSTAINED CONNECTIONS

SOCAP 365 is a multi-site event series that convenes the Full day regional SOCAP 365 events
impact community year-round. Since launching at SOCAP15, scheduled in Seattle, Baltimore,
the SOCAP 365 event series has hosted 40+ events across Dallas and Los Angeles in 2020.
the country in Austin, Baltimore, Boston, Boulder, Detroit,
Minneapolis, New York City, Philadelphia, San Francisco, CONTACT THE SOCAP TEAM
Seattle, Washington D.C. Featuring diverse panels of local FOR PARTNERSHIP AND
leaders, SOCAP 365 provides a regional access point to a SPEAKING OPPORTUNITIES.
global conversation.
an company
+ e x per i en ce
 EXPERIENCE
M A X I M I Z E Y O U R S O C A P 19 E X P E R I E N C E
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!
THE ESSENTIALS
NURSING LOUNGE
Located in Building D, the dressing rooms of Southside Theater
are available for nursing parents attending SOCAP19.
ACCESSIBILITY
Fort Mason is a big campus and can be difficult to get
around for anyone with accessibility challenges. We seek to
be inclusive and accommodating for all attendees needs.
Please inquire at the information desk for assistance with any
accessibility challenges.
VOLUNTEERS
SOCAP19 welcomes more than 100
volunteers who will act as your guides
to the gathering. Our volunteers are
inquisitive students, career changers,
inspiring entrepreneurs, and
knowledgeable social enterprise staff
who are available to answer questions
and offer unique perspectives. Keep an eye out for
the folks wearing this year’s green volunteer t-shirt.
SHARE YOUR EXPERIENCE
Twitter
Join the #SOCAP19 conversation on Twitter! We’d love to hear
what you have to say and share it with our global audience. Be
sure to follow us at @SOCAPmarkets for updates.
Instagram
Have you been taking shots of all the great things happening
at SOCAP19? Share your pics and tag them with #SOCAP19!
And follow us at @SOCAPmarkets.
20
CONNECTING AT SOCAP
HEY – NICE PIN!
We are big fans of everyone in the SOCAP
community, and we hope this pin will make it
easier to recognize a fellow SOCAP-er out in the world. Add
it to a bag, laptop case, or jacket, and be delighted when it
prompts an unexpected connection with another changemaker
who recognizes the yellow star. If you missed yours when you
checked in, you can pick one up at the registration desk.
ONLINE COMMUNITY
Ask at the Info Desk if you need support!
Accessing Pathable (our online SOCAP networking and
scheduling platform) allows you to:
»» create a profile and meet fellow attendees
»» view SOCAP19 sessions
»» locate the room assignments for the sessions you want to
attend
»» create your personal schedule
»» view speaker profiles
»» start and join community discussions
»» receive real-time event updates
SOCAP19.pathable.com
Facebook
Want to see behind-the-scenes of #SOCAP19? Like us at
facebook.com/SocialCapitalMarkets to see everything we’re
sharing!
#SOCAPStories
Stop by our #SOCAPStories Photobooth to take a photo and
share your experience at SOCAP19. Sharing your story enters
you to win one of our VIP swag bags. The posts with the
highest engagement will win, so share with your friends and
colleagues!
 EXPERIENCE
INTRODUCING BRAINDATE AT SOCAP19
New this year, we’ve teamed up with peer-learning experts e180, the creators of GET STARTED NOW
Braindate, to bring this brand-new opportunity to meet and learn from each other at
SOCAP19. Braindates are one-on-one or small group conversations that participants 1
schedule with one another to learn, share knowledge, and make more meaningful
Log into the Braindate platform here:
connections together.
socap.braindate.com
SOCAP has always believed that convening valuable strangers creates unlikely allies,
and we’re thrilled to offer braindates as a way to share the wisdom in this community. 2
Explore the topic market, where all
Every SOCAP participant is encouraged to book a braindate: get started at
participants (including you!) share
socap.braindate.com
knowledge in the form of short
You’re coming to SOCAP19 to meet great people and learn about new things. But how braindate topics.
do you spark those meaningful conversations? Braindates.
3
One-on-one or in small groups, braindates are topic-driven discussions that you get
to book with others at the event. Through the SOCAP19 Braindate platform, you can Find a topic that resonates with you,
explore the knowledge that your fellow participants have to offer, book them for and invite that person to meet. Then
braindates, and post topics of your own! try posting your own topic for others to
book!
Whether you’re an introvert or extrovert, first-time attendee or SOCAP veteran,
braindates are your opportunity to create valuable, lasting connections at SOCAP19. If 4
you have any questions at all, come and chat with us at the Braindate Lounge!
Once you book your braindates, you’ll
meet in person at the Braindate Lounge
during SOCAP19! A team of friendly
TIP FROM THE PROS learning concierges will be there to
greet you and facilitate your braindates.
Be proactive, send invitations and get out of your comfort zone.
The most valuable connections are often the unexpected ones!

About e180

e180’s mission is to unlock human greatness by helping people learn from each
other. We’re a certified B Corp that uses our flagship product Braindate to tap into
the collective genius at diverse gatherings worldwide and foster self-directed,
crowdsourced educational experiences that change lives. Over the past years, we’ve
transformed events into vibrant collaborative learning hubs with partners like the
Obama Foundation, Airbnb, TED, Cannes Lions and Salesforce. Most importantly, our
work is a labour of love: for helping people bloom, for the moment when something is
unlocked, for the moment when you see–in front of your very eyes–a human pushing
their own limits, and reaching their new state of Self. Learn more at e180.co

21
 EXTRACURRICULAR ACTIVITIES
GENDER LENS INVESTING
CHAMPIONS BREAKFAST
Wednesday and Thursday in the Big Top Tent
A highlight of SOCAP for many, the gender lens breakfast is
an invitation to start your morning with a gender lens focus
and connect with people you might not have connected with
otherwise. Grab breakfast in Festival Pavilion, then head over
to the Big Top for this conversation that is intended to focus
thinking, strategizing, and acting with a gender lens.
LATAM @ SOCAP
Festival Pavilion Lounge
For the first time ever, SOCAP will have a dedicated space
that features speakers and entrepreneurs from all over Latin
America to showcase their inspiring and innovative work.
Presentations in the LatAm Lounge will be held in both English
and Spanish (if in Spanish, slides in English will be available).
We hope you will join us to hear how money and meaning are
coming together in the Latin American region and how the
Americas as a whole can benefit from money moving into the
impact space. All are welcome to come and experience the
lounge for the presentations, as well as for casual meetings.
Full schedule of LatAm Lounge programming is available in
Pathable. socap19.pathable.com
Support for LatAm @
SOCAP provided by:
SOCAP BOOKSTORE
Festival Pavilion
Many of our speakers have recently released books that will
be available for purchase at the SOCAP bookstore. We will also
have time for authors to sign books. Check out Pathable or
stop by the bookstore for a full schedule of book signings. The
following is a sampling of available books:
»» Biased, Dr. Jennifer Eberhardt
»» The Making of a Democratic Economy, Marjorie Kelly and
Ted Howard
»» Real Impact, Morgan Simon
»» Green Money Revolution, Joel Solomon
»» Soul of Money, Lynne Twist
22
INDIGENOUS @ SOCAP
Festival Pavilion Lounge
Across the globe, Indigenous Peoples share the inherent
value of being stewards of the earth. This holistic approach
of humanity working in harmony with nature is an intrinsic
component that runs through the cosmology of the Indigenous
Peoples of this planet. An Indigenous-led, regenerative
economy has never been more crucial for the world than
at this moment in human history. Join Indigenous social
entrepreneurs and a collective of supporting partners in the
Indigenous Lounge to explore how, together, we can realize a
regenerative economy.
Hosted by Seeding Sovereignty
Christine Nobiss, MA
Plains Cree-Saulteaux, George Gordon First Nation
Decolonizer, Seeding Sovereignty
christine@seedingsovereignty.org
Support for Indigenous @ SOCAP provided by:
Special thanks to local Chumash Organizer, Evette Padilla.
YOGA
Outside of Firehouse // 7:30-8:15 AM // Weds, Thurs, Fri
Join Marlon Hall each morning of SOCAP for a 45-minute yoga
session. Yoga sessions will include personal anthropology
meditations that will help you remember more deeply who
you are and why you are drawn to this work. He will guide us
in ease-filled rituals of mindfulness and movement, and poetic
moments of hope that will help ground the sea sick soul made
dizzy by the winds and wooziness of social capital work.
MARLON HALL
Marlon is a curator of human potential. With
the eyes of an anthropologist, the ears of a
cultural architect, and the heart of a spiritual
leader, he designs practices of listening to
communities in ways that develop artful
storytelling and social enterprise. He stands at the intersection
of film-art, ethnography, and movement to awaken human
capacity as a visual anthropologist, social sculptor, and yogi.
AFTER HOURS

WELCOME RECEPTION

EXPERIENCE
Tuesday, 6:00 pm - 9:00 pm

The first night of SOCAP is full of energy and excitement for

all the conversations and insights to come. Catered by Acre
Gourmet with delicious local fare, this welcome reception
kicks off your SOCAP experience, helps you connect with
old friends, and lets you make new connections to build on
through the week. Join us!

WINE DOWN
Wednesday, 6:00 pm - 7:30 pm

Located in Festival Pavilion, this on-site happy hour is an

opportunity to connect with friends and make dinner plans
in the fabulous city of San Francisco. (Additional local meet-
ups are encouraged to self-organize via Pathable! socap19.
pathable.com)

AMERICAN FACTORY: FILM SCREENING

Wednesday 7:00 pm - 9:00 pm

Join Participant Media for an intimate private screening of

AMERICAN FACTORY 美国工𠂆 The new film from Academy
Award®–nominated directors Steven Bognar and Julia Reichert
documents the revitalization of one long-shuttered factory in
Dayton, Ohio, while providing a startling glimpse of seismic
economic shifts happening across the country — and the
world. The filmmakers will be participating in a session earlier
on Wednesday at 9:45 am in Gallery 308 discussing how they
hope their film will impact the future of work in America.

THE BIG FOOD TRUCK PARTY!

Thursday, 6:00 pm - 9:30 pm

The Food Truck Party is a favorite SOCAP tradition you just

can’t miss! With fifteen food trucks and two incredible bands
lined up, you can dance and dine the night away with an
ocean front view. This is our big bash of the week, and we’re
pulling out all the stops for this lively celebration of all of the
amazing work and impactful collaborations that spring from
this community.

23
+ en t r e p r e n e u rs
 ENTREPRENEURS @ SOCAP19
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 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 @ SOCAP19

The entrepreneur experience at SOCAP kicks off before
the opening plenary. We invite all 150 of our scholarship
entrepreneurs to the Impact Accelerator: a day-long program
for entrepreneurs to connect, share challenges, and hear from
industry leaders. The Impact Accelerator helps entrepreneurs
amplify the benefits of SOCAP and connects them with a global
network of peers that extends beyond the conference.

SPECIAL ENTREPRENEUR COHORT -

BUSH FOUNDATION
The Bush Foundation provides support for SOCAP attendance
for 25 social business creators that are based in Minnesota,
North Dakota, South Dakota, and the 23 Native nations that
share the same geography. The Bush Foundation is based in St.
Paul, Minnesota, and encourages individuals and organizations
to think bigger and think differently about what is possible in
communities across Minnesota, North Dakota, South Dakota
and the twenty-three Native nations.

MARKETPLACE
Grab a souvenir to take home from SOCAP19 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.

26
FEATURED AT THE MARKETPLACE:
Adelante Shoes
Adelante Shoes is a sustainable fashion
brand that sells high quality leather
shoes, custom made and delivered in
under ten days. They are set to re-define
the craft shoe experience through
customer-to-cobbler connection and
product customization. They prioritize
economic development, but they do not
sacrifice quality or style.
NAECO
NAECO creates premium alternatives
to single-use plastics, both in reusables
and single-use alternatives. They focus
on beautiful and functional design,
sustainable materials and affordable
price. More than just products, NAECO
is a movement, born out of a love for
our oceans. NAECO is actually the word
OCEAN, reversed.
Vava Coffee and Gente Del Futuro
Vava Coffee has a network of over
30,000 small-holder farmers in different
regions of East Africa who are paid a
fair, above-market price for specialty
coffee, ensuring sustainable livelihoods.
Communities and disadvantaged
individuals are integrated into the
supply chain where possible to create
job opportunities; for example, the
company works with women in informal
settlements, some who are HIV-positive,
to sew cloth pouches for Vava’s
Specialty Coffee.
ZEGO
ZEGO makes nutrition-packed seed
and fruit snacks that meet the dietary
needs of almost all of today’s special
diets—from allergies and gluten-free
to diabetic. Their products are delicious
and nutritious, two things lacking in
most special diet foods.
SOKO
SOKO is a women-led and operated
ethical jewelry brand and revolutionary
manufacturing platform that brings
together artisan communities in the
developing world. By combining style
and social impact, SOKO creates
products with a purpose for people who
demand fashion that aligns with their
values.
Waykana
Waykana is an energy tea company with
a unique ingredient from the Amazon
rainforest of Ecuador called guayusa,
the most caffeinated leaf in the world.
Their mission is to boost the world
with natural and balanced energy,
positively impact small scale growers
through direct and fair trade, and be
environment-friendly by cultivating
organically.
EllieFunDay
EllieFunDay works with partner
organizations that employ marginalized
ENTREPRENEURS
women, specifically in India, to help
them become self-sustaining. Their
hope is to provide a fair wage, relevant
job training, and a dignified living for
many who are susceptible to human
trafficking.
SOULMUCH
SOULMUCH is a progressive health food
enterprise formed out of an opportunity
to combat food waste and promote
sustainability, health and wellness,
and food justice. In essence, they turn
neglected resources into delicious
snacks. It is their mission to ensure that
nutritious food never goes to waste,
feeding people first.
Cherehani Africa
Cherehani Africa is a social enterprise
that leverages mobile technology to
provide credit, distribute personalized
financial literacy content and market
information to women and adolescent
girls who own micro-enterprises in rural
and underserved markets in Kenya. They
work with women, girls and people with
disabilities in underserved markets in
Africa who create beautiful handcrafts;
bags, jewellery, accessories, and home
decor. They are currently creating an
e-commerce platform to showcase
some of their products and looking for
market linkages globally to enable us to
economically empower them.
27
 SOCAP19 SOCIAL ENTREPRENEUR SCHOLARSHIP RECIPIENTS
We received over 700 applications for the social entrepreneur scholarship this year. The following are
the social entrepreneurs known to have accepted scholarships for attendance to SOCAP19 as of our print
deadline for this program book. An up-to-date list of scholarshipped entrepreneur attendees is available on
our conference site.

Abraham Abramovitz / Peru / Doktuz Stephanie Geller / United States / MD Neighborhood

Exchange
Debbie Ajei-Godson / Ghana / Farminista Africa
Sanchit Govil / India / Lal10
Shahd AlShehail / Saudi Arabia / Abadia
Javier Graterol / Chile / Cuantix
Julio Alvarez / Mexico / Promesa
Sydney Gray / United States / Mama Maji
Vava Angwenyi / Kenya / Vava Coffee and Gente Del Futuro
Gizella Greene / Ecuador / SuperFoods Ecuador
Jill Bamburg / United States / Fifty by Fifty
Yasmin Grigaliunas / Australia / World’s Biggest Garage Sale
Pamela Barba / United States / Vamos Ladies
Thomas Hampton / United States / Parallax Hearing
Veronica Berry / United States / TruDiary
Company
Georges Bitar / Lebanon / Live Love Recycle
Katia Hardgrave / Canada / Turbodega
Mia Bowyer / India / Plastics for Change
Asher Hasan / Pakistan / doctHERs
Tiphaine Boyer / United States / Ovio
Mursal Hedayat / Portugal / Chatterbox
Olivier Ceberio / United States / Resolute Marine
Gabriela Hernandez / Mexico / salauno
Alan Chanda / Zambia / Dytech Limited
Andrew Hirsh / United States / Olive Branch Pictures Inc.
Donna Childs / United States / Prisere LLC
Zeyuan Jiang / United States / MotionECO
Amy Chou / United States / AI4ALL
Bree Jones / United States / Parity
Dulma Clark / United Kingdom / Soul of Africa
Nora Joseph / Haiti / RADIKAL
Katherine Clayton / United States / OmniVis
Ankita Joshi / United States / Acorn
Felicity Conrad / United States / Paladin
Victor Juarez / Guatemala / Tu Consejeria
Jorge Cueto / Mexico / Prison Art
Philip Kao / United States / Appleseed
Oliver Cushing / United Kingdom / RightsDD
Fatma Kaplan / United States / Pheronym Inc.
Chris Czerwonka / Sierra Leone / Mosabi
Zak Kaufman / Switzerland / Amp Impact
Antonio Dixon / Ghana / SolarFi
Enrique Kauffman / Mexico / GreenSquids
Amanda DoAmaral / United States / Fiveable
Japheth Kawanguzi / Uganda / The Innovation Village
Obinna Echendu / Nigeria / Mustard Seed Empowerment
Bhuwan KC / Nepal / Ecoprise
Initiative
Drakshan Khan / United States / Purple Impression
Damilola Emuze / Nigeria / ScholarX
Wambura Kimunyu / Ghana / Eneza Education Ghana
René Espinoza / Chile / Lazarillo
Ashley King-Bischof / Kenya / Annona, PBC
Okey Esse / Liberia / Peachwater Consulting
Noeline Kirabo / Uganda / Kyusa
Idopise Essien / Nigeria / Seteiye Integrated Services
Dave Koken / United States / Lokal
Jessica Eting / United States / Flourish
Kristian Krugman / United States / SOULMUCH
Amanda Fata / United States / Care 2 Communities
Pratap Kumar / Kenya / Health-E-Net
Marco Ferrario / Italy / mHS CITY LAB
Ben Lakey / United Kingdom / Mitt Wearables
Mohammed Firwana / Palestine / GGateway
Kate Landry / Philippines / Build Change Bank
Yessica Flores / Peru / Kantaya
Gideon Laux / India / Empower Energy
Tristan Ford / United States / VecTech
Bill Levey / United States / NAECO
Erik Forman / United States / Independent Drivers Guild-
Union Cooperative Development in the Gig Economy Jonathan Levine / Mexico / Folia Water
Derek Gallo / Brazil / Awí Earth Guardian Superfoods Lawrence Lewis / Canada / OneFeather

28
Vaibhav Lodha / India / ftcash
Shehzad Lokhandwallaa / Luxembourg / OKO
Michael Lombardo / United States / BookNook
Patricia Lopez / United States / NotesFirst
Michael Lwin / Myanmar / Koe Koe Tech
Ravish Majithia / United States / Magnomer
Patricia Maldonado / Bolivia / Nanay
Pilar Martinez / Nicaragua / Cosecha Partner
Nsika Masondo / South Africa / National Stokvel Association
of South Africa (NASASA)
Raphael Mazet / United Kingdom / Alice
Tracy Mendoza / United States / Declare
Natalie Miller / Haiti / SOIL
Donte Miller / United States / Village Micro Fund
Nasreen Ali Mohamed / Kenya / Cherehani Africa
Lori Most / United States / Binary Bridge, SBC
Hadiyah Mujhid / United States / HBCUvc
Kate Muwoki / Germany / Kiron Open Higher Education
Yuta Nagano / Cambodia / Spean Luy
Kobe Nagar / United States / 347Water
Mavis Nduchwa / Botswana / Chabana Farms
Rahul Noble Singh / India / Rangsutra Crafts India
Kat Nouri / United States / Stasher Inc
John Ntonta / United States / Kadiwaku Family Foundation
Mustafa Nuur / United States / Bridge
Tiasia OBrien / United States / Seam Social Labs
Aaron Palm / United States / Appetite for Change
Reginald Parker / United States / Optimal Solar
John Perovich / United States / CoHab
Francesco Piazzesi / Mexico / Échale a tu casa
Erica Plybeah / United States / MedHaul
Emilian Popa / Kenya / Ilara Health
Pooja Rai / India / Anthill Creations
Manas Rath / Iraq / Blue Water Company
Pipo Reiser / Peru / Sinba
Emilie Röell / Myanmar / Doh Eain
Anne Rweyora / Uganda / Smart Havens Africa
Peter Sacco / United States / Adelante Shoe Co.
Seth Saeugling / United States / Rural Opportunity Institute
(ROI)
Miguel Sagastume / Guatemala / Amigos de la Aldea
Sebastian Salas / Chile / Linchpin
Sebastián Salinas / Chile / Balloon Latam
Demetrio Santander / Ecuador / Waykana Guayusa /
JUMANDIPRO
Luis Santiago / Chile / PEGASI
Smarita Sengupta / India / Destiny Foundation
Sanjoy Sengupta / India / Reflection
Nivi Sharma / Kenya / BRCK
Sarah Shaw / United States / Sidekick Education
Jitendra Sinha / India / SAI Sustainable Agro
Gary Skulnik / United States / Neighborhood Sun
Khizr Imran Tajammul / Pakistan / Jaan Pakistan
ENTREPRENEURS
Tanay Tatum-Edwards / United States / FreeCap
Sean Taylor / United States / The Harvest Alliance
Katie Taylor / India / Khethworks
Philip Teverow / United States / Yolele Foods
Adriana Torresan / United States / Lupn
Yulkendy Valdez / United States / Forefront
Hilda Vega / United States / The Power Up Fund
Priscilla Pamela Verastegui Sierra / Peru / Sustainable
Fishery Trade
Shuchi Vyas / United States / GuestBox
Andrew Weaver / United States / SHOPINV
Daniel Weisfield / United States / Three Pillar Communities
Brandon Welch / United States / Mad Agriculture
Zoe Welz / United States / Drovr
Paul Winkel / Peru / PowerMundo
Petra Wunschova / Czech Republic / Centrum LOCIKA
Nkenge Yasin / United States / Learning How Child
Development Center
Maria Yuan / United States / IssueVoter
Hernann Zabala Naoumov / Bolivia / EnerGea
YOUR TICKET: SPONSORING ENTREPRENEURS
SOCAP sets aside 150 tickets (a tremendous amount of our
budget) to provide entrepreneur scholarships. Your ticket,
the many speakers who pay their way to the event, and
sponsor contributions all make this financially possible.
By making scholarships available and bringing these on-
the-ground entrepreneurs to SOCAP, we create a vibrant
mix of entrepreneurs, investors, and other players that
sustain a growing marketplace for impact. We thank you
for the role you play in making this space accessible and
inclusive.
29
+ c ontent
 S O C A P 19 P R O G R A M M I N G
Before you dig into more than 150 sessions hosted here at SOCAP19, there are a few
things you may want to take note of:
SOCAP DIGITAL EXPERIENCE
You might already be feeling
overwhelmed—there is way
too much content at SOCAP
to experience live! You can
experience SOCAP from
anywhere and on your own
timeline by signing up for the
SOCAP19 Digital Experience–a
free digital portal to our annual
flagship conference.
Visit socialcapitalmarkets.net/socap19/digital-experience to sign up
32
PLENARY SESSIONS
From 4-6 PM on Tuesday, Wednesday, and Thursday, we host a
content-packed program on the Cowell Theater Mainstage. Seating is
limited, so arrive early to secure a spot. Overflow viewing is available
in the Big Top Tent across from Festival Pavilion.
NETWORKING SESSIONS
All of the classrooms in Building C run for 75 minutes: 45 minutes
of content followed by 30 minutes of facilitated networking.
Hosting specific topics like “Gender Lens Investing in Agriculture”,
these sessions naturally attract 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 to spark greater discovery and collaboration.
SOCAP OPEN
Over 50% of our content this year came in through our public
submission process. If you have an idea for a session at SOCAP20,
make sure you are signed up for our newsletter in order to be notified
when SOCAP Open begins accepting submissions, or mark your
calendar to check back in May for 2020 deadlines.
MULTIPLE FORMATS
Join dynamic panels with Q&A, interactive workshops, and networking
sessions. Try all three for opportunities to learn, engage, and connect.
WHAT IS INCLUDED IN THE SOCAP19 DIGITAL EXPERIENCE?
SOCAP19 digital pass holders will be granted full access to online coverage of the
event including:
»» All SOCAP19 livestreams – including all plenary sessions and main stage breakout
sessions happening on the Cowell Theater stage at Fort Mason
»» Exclusive interviews and coverage of the conference from our impact media partners
»» Curated recaps of conference sessions and major takeaways
»» A digital SOCAP19 program book
»» A list of all companies and organizations represented at SOCAP19
»» An email that contains links to the full SOCAP19 video and online content library
after the event is over
 S O C A P 19
THEMES
Each year, we keep our ears and
inbox tuned to the emerging
conversations and challenges
ROSA LEE HARDEN within the impact economy.
Co-Founder, SOCAP As we identify themes early in
the year, our network grows by
At the Intersection of Money and Meaning – that tag line has been a part
inviting additional leaders and
of SOCAP since it was first imagined. Kevin Jones and I knew when we first
started talking about SOCAP that we wanted to keep bringing Meaning to the experts in these areas into the
forefront, but how would we do that? Our co-founder, Gary Bolles, charged me SOCAP community. Use this
that first year with guarding the flame for Meaning, and he said it would be wide variety of programming to
difficult. I didn’t realize for several years just how hard it would be! explore outside of your existing
As I have helped steward SOCAP, it has become clear to me that the dominant
interests and experience - if you
culture of rapacious capitalism has a deep hold on us all, and if we look away focus on emerging markets, look
or stop paying attention, that capitalistic idea will come running back into our at solutions in your backyard; if

CONTENT
minds and it may well overtake our hearts. you invest with a gender lens,
take a closer look at the business
If we are not absolutely intentional in our efforts to keep meaning at the
center .. case for racial equity; while
digging into critical social justice
... an investor who wants to invest with her heart will find herself looking issues, dedicate a session or two
more deeply at the bottom line without remembering the generous social
to key environmental efforts.
returns on her investment in terms of human health and capital.
With so much amazing content
... a beautiful solution developed for people in poverty can be applied to the to choose from, we encourage
top of the pyramid at great financial reward and we may find it hard to resist you to wander and be inspired by
the pull, and promise to get back to it later. the unexpected.
... the focus of making money at all costs for a foundation’s capital to fund
the mission will continue to be accepted as normal.

... an immediate fear can pop into our minds, coming from scarcity thinking,
when we see someone else incorporating some of our ideas into their good
IMPACT
work, forgetting our biggest goal of seeing real change in the world. INVESTING
We invite you this week to pay attention to that seductive magnetism of the SOCAP continues to host the world’s
dominant culture of traditional capitalism, and to use SOCAP as your reminder largest gathering of thought leaders
that your heart wants more for this world. We invite all of our speakers to call and practitioners of impact investing for
us back to the meaning of this work, but we have also invited several speakers, conversations that focus on the why and
and designed some particular sessions, that will invite you to remember your the how of unlocking global markets
heart. for impact. Sessions cover the state
of the field, new product innovation,
This year we have also invited Marlon Hall, an anthropologist, social sculptor, infrastructure and service providers,
and yogi, to help all of us who are able to take advantage of his early morning impact measurement and evaluation,
offering and to start each day outside next to the Firehouse with 45 minutes of and range from tangible case studies to
centering and yoga. wide-ranging philosophical discussions
on the purpose of capital.
We hope all these sessions, plus the simple joy of spending time with people
Co-presented by:
who are also searching for that heart space, will make your time at SOCAP full
of meaning.

33
 SOCAP19 THEMES
MEANING
We hold space for conversations
that prioritize the deeply held but
often buried motivations driving this
field because integrating our beliefs,
communities, and families into
conversations about business and value
will lead us all to a more sustainable
future.
IMPACT
TECH
There’s an app for everything and
technology is pervasive, but the shine
has worn off the sector as awareness
grows of unintended consequences
and irresponsible governance of widely
utilized technologies. Technology is also
enabling scale and efficiencies that have
inspired countless social enterprises, has
revolutionized the delivery of critical
goods and services, and has the potential
to solve some of the worlds biggest
challenges. We will dig into impact tech
across sectors and issue areas to explore
the opportunities and concerns of our
inevitably tech-enabled future.
Co-presented by:
34
(CON’T)
SUSTAINABLE
AGRICULTURE
By 2050, global food production will need
to increase by over 70% from 2005-2007
levels in order to feed a predicted global
population of 9.6 billion people. The
agriculture supply chain has a massive
impact on global energy consumption,
water, and climate change, so figuring
out how to meet rising demand for food
in sustainable and regenerative ways will
be essential to the long-term health of
people and planet.
Presented by:
Co-presented by:
LATAM
The Latin American impact ecosystem
has burst into the scene in the past few
years and continues to show tremendous
growth. With Santiago, Chile hosting
the 2019 GSG Impact Summit, Latin
America has the attention of the impact
investing and social entrepreneurship
community. During these sessions,
leading accelerators, fund managers,
and investors from the region will join us
to provide an update on the issues and
industries driving measurable impact
and compelling returns.
RACIAL
EQUITY
Inequities of opportunity, access, and
support by race are systemic and
pervasive and will take generations
to address. Applying a lens of racial
equity to impact investment and social
enterprise has exposed many of the same
dramatic disparities and implicit bias
in impact ecosystems as in mainstream
markets. We will continue to shine a
light on blind spots and have honest
conversations about identifying and
dismantling bias to advance racial equity.
Co-presented by:
CATALYTIC
CAPITAL
In order to address significant gaps
in financing for promising impact
enterprises and funds, there is often a
need for catalytic capital that is patient,
risk-tolerant, flexible, or below-market.
This capital differs from conventional
investment but is complementary in
its ability to mobilize a range of other
capital and enable blended finance
solutions. Hear from creative leaders
deploying catalytic capital to bridge
financing gaps across the risk-return
spectrum in pursuit of greater breadth
and depth of impact.
Presented by:
 INDIGENOUS
COMMUNITIES
All land is native land, and indigenous
communities hold the wisdom and
traditions to protect the land and people
that have been overlooked or ignored
for far too long. From within these
communities, social entrepreneurship
and community-led solutions are growing
organically but are largely cut off from
expertise and access to capital that could
accelerate and connect these high-
impact enterprises. We will bring together
indigenous leaders to explore the
opportunities and limitations of market-
based solutions in a native context.
Presented by:
REFUGEES
Global migration is headline news
and is clearly disrupting the socio-
political landscape around the world.
Many still think of refugees as being in
camps and being subject to temporary
displacement, not realizing that
permanent and widespread forced
displacement due to climate events
and conflict will reshape our collective
economic future as well. Building on last
year’s commitments from the SOCAP
mainstage, we’ve gathered a wide range
of organizations and initiatives that
are using the tools of investment and
entrepreneurship to enable economic
prosperity for refugees.
Co-presented by:
FUTURE
OF WORK
The landscape of work is rapidly
changing around the world as
demographics shift, automation and AI
rise, new industries emerge and old ones
die off. A diverse set of stakeholders
are taking action to invest in the future
of work, recognizing both immediate
and long term potential to equip our
global population to contribute to
healthy economies and reduce harmful
unintended consequences.
Co-presented by:
OPPORTUNITY
ZONES
Capturing the attention of the U.S.
impact investing community over
the past two years, Opportunity
Zones offer a precarious promise of
unlocking transformative capital for
low-income communities, while they
also risk incentivizing extractive,
harmful development. Catch up on
the frameworks, collaborations, and
deals that embed impact into the
implementation of Opportunity Zones,
and be a part of shaping the next phase
of this evolving policy.
POWER
OF STORY
Lasting impact comes from changing
culture. Stories and narratives have
the power to reach new audiences
and convince them to engage with
challenges they are unfamiliar with
and consider solutions they may have
overlooked. Entertainment, media,
storytelling, and branding are tools that
drive impact, but they need investment
to realize their full potential in order
to create widespread positive change.
Explore the power of artists, creatives,
CONTENT
journalists, and other culture-makers to
take impact to new levels.
Co-presented by:
WILDCARD
Wildcard sessions don’t particularly fit
within another theme, but they are still
important or emerging conversations.
Though these topics may be out-of-the-
box or undefined in the sector, we have
found great value in being responsive
to the diversity of interests within our
community. Many of the Wildcard
sessions are selected through SOCAP
Open, our public session submission
platform, which this year generated
a record 86 sessions, out of 397
submissions, selected for presentation at
SOCAP19.
35
+s chedule
 TUESDAY For additional detail on all speakers, topics, and timing,
OCT. 22 please refer to Pathable: socap19.pathable.com

8:30 AM 12:30 - 3:30 PM

SPECIAL PROGRAM REGISTRATION OPENS IDEO.ORG MAKEATHON: A RAPID PROTOTYPING WORKSHOP

Registration Desk
IMPACT ACCELERATOR
General’s Residence
The Impact Accelerator is specifically designed to help
amplify the benefit social entrepreneurs receive from SOCAP
and to connect them with a network of peers and mentors
that will extend beyond the conference.
9:00 AM
ACCELERATING THE ACCELERATORS
General’s Residence
Accelerating the Accelerators is an annual SOCAP gathering.
This year accelerator leaders will get introduced to the new
Gender Lens Incubation and Acceleration Toolkit (GLIA) and
get an exclusive first look at the Frontier Incubators Best
Practice Guide to provide input. Additional unstructured
time has also been set aside to help accelerator leaders from
around the world get to know about each other’s programs,
learn from each other and/or do real-time problem solving
together.
11:00 AM
GENERAL REGISTRATION OPENS
Registration Desk
FOR FARMER-CENTERED SOLUTIONS
Firehouse
Join IDEO.org for an afternoon of building early stage
prototypes tailored to the lives of smallholder farmers.
During this hands-on session, you’ll learn about Human-
Centered Design, a creative approach to problem solving
centered around the user. We’ll kick off by sharing stories
from farmers, provocations and prototyping methods. You’ll
work in teams with IDEO.org designers and other agriculture
enthusiasts to flex your creative muscles and get tangible
around visionary ideas. Light snacks included!
Luan Nio / IDEO.org
Jessa Blades / IDEO.org
Dagmawit Mengestu / IDEO.org
1:30 - 2:30 PM / PARALLEL SESSIONS
MILLION LIVES CLUB: INSIGHTS FROM INNOVATORS
REACHING NEW HORIZONS OF IMPACT
BATS! Theater
Development innovations by social entrepreneurs around
the world are transforming lives on a grand scale. The
Million Lives Club recognizes social entrepreneurs that are
making significant impacts in addressing global development
challenges. This session, featuring both social entrepreneurs
and development finance organizations, explores what it
takes to bring these innovations to scale. We will also discuss
lessons learned and the potential for these innovations to
accelerate progress toward the Sustainable Development
Goals.
Alexis Bonnell / U.S. Agency for International Development
(USAID)
Liz Diebold / Skoll Foundation
Ella Gudwin / VisionSpring
Becca Wammack / One Acre Fund
Nick Bennett / Simprints
Meena Palaniappan / Atma Connect

FINANCING A FUTURE THAT WORKS: LESSONS FROM

INNOVATIONS IN EDUCATION FINANCE
Southside Theater
If we are to be living and working longer, with jobs
transformed by automation, our skill development processes
must be modernized. New market-based funding models,
such as impact investing and income share agreements,
are emerging to facilitate the necessary design, scale, and
student participation. In this session, panelists will discuss the
innovations necessary from a variety of public and private
sector players to finance a future that works.
Maria Flynn / Jobs for the Future and JFF Labs
Isabelle Hau / Omidyar Network

38
Rahim Fazal / SV Academy
Brittany Stich / Guild Education
Tonio DeSorrento / Vemo Education
CATALYTIC CAPITAL IN ACTION: CASES FROM THE FIELD
C 205
While the growth in impact investing activity among
mainstream investors may be an encouraging sign,
investments willing to accept either disproportionate risk or
concessionary return remain critical for unlocking additional
investment dollars and maximizing positive impact. Grounded
in frameworks put forth in Tideline’s report, “Catalytic Capital:
Unlocking More Investment and Impact,” this introductory
session will explore the experiences of two impact-driven
companies and the ways in which catalytic capital has been
critical to their success.
Christina Leijonhufvud / Tideline
Brian Hill / Edovo
Alycia Kellman / SunFunder
Eric Stephenson / Cordes Foundation
IMPACT INVESTMENT FOR FAITH-BASED COMMUNITY
DEVELOPMENT
C 230
Given the deep roots and value alignment of impact
investment and faith-based institutions, cultivating a
partnership between social enterprises and faith-driven
investors is an important but often overlooked segment of the
social capital market. There are untapped opportunities to
fund church-based community development initiatives that
focus on living wage employment, inclusive entrepreneurship,
and social justice issues like home ownership and credit for
vulnerable populations. This workshop provides examples
of faith-driven social enterprise and investment structures in
under-resourced neighborhoods.
Sara Minard / Jubilee Impact Fund
Mark Elsdon / Pres House
Vickie Lakes-Battle / IFF- Chicago
IT DOESN’T HAVE TO BE THIS WAY: ALTERNATIVES TO
CAPITALISM
C 235 EQUITY
Capitalism might feel inevitable, but it doesn’t have to be.
There are ancient systems of exchange and support that are
being remembered, reawakened, and revived. There are also
artists and futurists who are dreaming of systems that no
one has yet experienced. Join a conversation about creation,
equity, exchange, stewardship, and value.
Penelope Douglas / Culture Bank
Marcus Briggs-Cloud / Ekvn-Yefolecv Maskoke Ecovillage
Angelique Power / Field Foundation
Nick Tilsen / NDN Collective
2:15 - 3:45 PM
THINKING WRONG TO AMPLIFY IMPACT
Festival Pavilion
In this interactive session facilitated by The Determined,
attendees will be given Think Wrong prompts to uncover
fresh approaches and wild ideas for amplifying impact.
Participants will meet and brainstorm with like-minded
people interested in innovative solutions, build your network,
share resources with others, and learn mind-expanding Think
Wrong prompts to unlock more creativity when tackling
challenges in your work.
Marc O’Brien / The Determined
Sarah Harrison / The Determined
2:45 - 3:45 PM / PARALLEL SESSIONS
CORPORATE FINANCIAL INNOVATION AND IMPACT
INVESTING: DIRECT INVESTING, SUPPLY CHAIN, AND
ACCELERATORS
BATS! Theater
Increasingly, corporations are employing impact investing
strategies and financial innovations to differentiate
themselves. From corporate foundations to CSR programs
to supply chain innovation, this session will discuss how you
can increase revenue, decrease costs, and improve branding
SCHEDULE
through impact investing. Using examples from Autodesk’s
direct investing, Salesforce’s Fund, and TechSoup’s innovative
direct public offering strategies, this session will get your
mind turning about how you can use the full spectrum of
capital in your position.
Stephanie Gripne / Impact Finance Center
Erika Murdock Balbuena / Amazon Web Services
Claudine Emeott / Salesforce
Ryan Macpherson / Autodesk Foundation
Ken Tsunoda / TechSoup
INVESTMENT FORUM: ASSET OWNERS AND ASSET
MANAGERS WORKING TOGETHER TO ADVANCE RACIAL
Southside Theater
What role should asset owners play in ensuring that racial
equity is at the heart of the impact investing movement?
In this fast-paced program by Mission Investors Exchange,
3 foundations each pair with a financial intermediary and
dive deep into strategies to transform the field of investment
management. From racial diversity to unconscious bias,
each pair will share practical methods and lessons learned
to advance equity in investment decision-making as
cornerstones of large-scale systems change.
Tiffany McGhee / Momentum Advisors
Rob Manilla / Kresge Foundation
Rosanne Potter / Cleveland Foundation
Liz Michaels / Aperio
39
 TUESDAY For additional detail on all speakers, topics, and timing,
OCT. 22 please refer to Pathable: socap19.pathable.com

Bert Feuss / Silicon Valley Community Foundation 4:00 - 6:00 PM

Angela Matheny / Colonial Consulting
Andrea Dobson / Winthrop Rockefeller OPENING PLENARY: A GLOBAL MOVEMENT
Kesha Cash / Impact America Fund THAT MATTERS TO MILLIONS

Cowell Theater Mainstage // Livestream in Big Top Tent

IMPACT INSIDE: THE ART OF MANAGING FOR IMPACT
It will take collaboration from all of us, bravely exploring
INSIDE AN ENTERPRISE
ideas and solutions, to solve the world’s toughest problems.
Big Top Tent
Represented on stage and in the audience are efforts that
One of the most effective ways to deliver real impact,
are reaching millions and addressing complex systems
consistently, is through rigorous management inside an
like feeding 10 billion people by 2050 and pursuing equity
operating business. It’s an approach that may not grab the
and justice for all. Inspiring announcements and updates
biggest headlines, but it’s a craft that makes all the difference
from across issue areas and geographies will kickstart the
in the world. In this conversation, we’ll talk with leading
convening of this global ecosystem and marketplace.
investors who actively work with their companies to integrate
Kanyon Sayers-Roods / Kanyon Konsulting
the art of impact into the heart of an enterprise, bringing the Nick Glicher / Thomson Reuters Foundation
potential of impact to life. Alexis Bonnell / U.S. Agency for International Development
Mark Newberg / Stockbridge Advisors (USAID)
Cecilia Chao / Bain Capital Double Impact Roy Steiner / The Rockefeller Foundation
Stephanie Nieman / SJF Ventures Sara Farley / The Rockefeller Foundation
Anna Lappé / Real Food Media
WHAT DOES CLEAN MEAN? EXAMINING THE Debra Eschmeyer / Arizona State University
ALTERNATIVE MEAT AND PROTEIN INDUSTRY Jennifer Schorsch / Water.org
C 205 Tom Ferguson / Imagine H2O
This panel will dive into the highly touted benefits of clean Rodrigo Villar / New Ventures
meat, cell-based-agriculture, and plant-based proteins, with Raúl Pomares / Sonen Capital
the aim of providing a constructive and thought-provoking Marcos Gonzalez / Vamos Ventures
opportunity for the SOCAP audience to engage on the topic. Rod Robinson / ConnXus
Jonathon Cordero
We can often get caught up in the positive feedback loops
of emerging technologies, so this panel will bring together
thought leaders from various sectors to dig into some of the 6:00 - 9:00 PM
more complex issues being debated in this space.
Sophie Egan / The Culinary Institute of America
Dan Altschuler Malek / Unovis Partners WELCOME RECEPTION
Cory Carman / Carman Ranch Festival Pavilion
Renske Lynde / Food System 6 The first night of SOCAP is full of energy and excitement for
all the conversations and insights to come. Catered by Acre
THE MAKING OF COMMUNITY: ARTS, CULTURE, AND Gourmet with delicious local fare, this welcome reception
AFFORDABLE HOUSING kicks off your SOCAP experience, helps you connect with
C 235 old friends, and lets you make new connections to build on
Location is what makes a neighborhood but culture is what through the week. Join us!
makes a community. As community development moves
away from beginning with the built environment and instead
takes a human-centered approach, arts and culture becomes
more central to our work. Hear from practitioners who are
investing in people, arts, and culture first, knowing that the
right choices around physical infrastructure will follow.
Penelope Douglas / CultureBank
Daniel Edwards / Movement KC
Joseph Kunkel / Sustainable Native Communities Design Lab

40
 WEDNESDAY
OCT. 23
7:30 AM
BREAKFAST
Festival Pavilion
GENDER LENS INVESTING CHAMPIONS BREAKFAST
Big Top Tent
A highlight of SOCAP for many, the gender lens breakfast is
an invitation to start your morning with a gender lens focus
and connect with people you might not have connected with
otherwise. Grab breakfast in Festival Pavilion, then head over
to the Big Top for this conversation that is intended to focus
thinking, strategizing, and acting with a gender lens.
YOGA
Outside of Firehouse
Join Marlon Hall for a 45-minute yoga session to start your
day. Yoga sessions will include personal anthropology
meditations that will help you remember more deeply who
you are and why you are drawn to this work. He will guide
us in ease-filled rituals of mindfulness and movement, and
poetic moments of hope that will help ground the sea sick
soul made dizzy by the winds and wooziness of social capital
work.
8:30 - 9:30 AM / PARALLEL SESSIONS
ANCHORS AWEIGH: HOW & WHY ANCHOR LPS HELP
IMPACT FUND MANAGERS GET STARTED
Cowell Theater Mainstage
Who are today’s “impact anchors” and what is their role in the
impact ecosystem? This panel brings together anchor LPs and
impact fund managers to dive into this question from both
the investor and investee perspective. Panelists will explore
the responsibility of anchor investors to get fund managers
into business, the risks they are and aren’t willing to take, and
the creative ways they can shape the playbook for the next
generation of anchor LPs.
Marieke Spence / Impact Capital Managers
Kesha Cash / Impact America Fund
Karl Khoury / Arborview Capital
Shuaib Siddiqui / Surdna Foundation
Shawn Cole / Harvard Business School
Tony Berkley / Prudential Financial
BEYOND THE $$$: HOW INVESTING IN INSPIRATION AND
SOCIAL CAPITAL CREATES MORE COLLABORATIVE
IMPACT ECOSYSTEMS
Firehouse
It’s all about the money. Or is it? It’s time for entrepreneurs,
investors, entrepreneur support organizations, and
foundations to start building sustainable relationships that
transcend securing financial capital. In order to create
truly collaborative impact economies, the focus must shift
towards an approach that also emphasizes the importance of
inspiration capital and social capital. This session will explore
how entrepreneurs can engage with local ecosystem builders
to elevate their stories, ideate cutting-edge projects, and
grow their impact-driven ventures.
Katelyn Roberts / SEED SPOT
Dustin Shay / Village Capital
Sarah Koch / The Case Foundation
Felicity Conrad / Paladin
Natalie Self / Kauffman Foundation
UNLIKELY PARTNERSHIPS DRIVEN BY OPPORTUNITY
ZONES
Gallery 308
One of the latest community development policies,
Opportunity Zones, has given rise to crucial conversations
about cross-sectoral collaboration and innovation in the
impact world. The Opportunity Zones legislation has
increasingly drawn unlikely players into the field of impact
investing and community development. This panel will feature
some of these key players in sharing their experiences and
discussing how collaboration and community engagement
can unlock the full impact potential of Opportunity Zones
across the country.
Jen Collins / Beeck Center
John Lettieri / EIG
David Gross / Our Opportunity
Mike Everett / NuovoRE
Elise Liberto / Brown Advisory
SCHEDULE
SCALING IMPACT AND RESILIENCE IN EMERGING
MARKETS VIA LOCAL FUNDS
Southside Theater
The support of local fund managers for promising social
entrepreneurs offers the ability to leverage millions of
dollars of investment into hundreds of millions in revenue,
employment for thousands, and scalable products and
services that improve the lives of millions. In this session,
panelists will discuss the challenges and best practices in
scaling up the flow of capital in local economies and in
selecting companies that will be resilient to the upcoming
global recession.
Will Poole / Capria
Dmitry Fotiyev / Brightmore Capital
Nicole Rossell / Terra Global Capital
Ed Brakeman / Umsizi Fund
Rich Ambrose / Pomona Impact
Megan Walsh Thompson / Ford Foundation
Shruti Chandrasekhar / International Finance Corporation
(IFC)
STATE OF THE FIELD
BATS! Theater
2019 was a year of many milestones for impact investing. The
GIIN estimates that the market has surpassed half a trillion
dollars worldwide and that there is growing alignment around
41
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com
principles and practices. But challenges remain – from high
profile critiques to challenging business models to lingering
access to capital issues. What will it take for impact investing
to achieve its full, transformative potential? What factors are
driving change beneath the surface and which will define
2020?
Fran Seegull / U.S. Impact Investing Alliance
Cathy Clark / Duke CASE
ACCELERATING DEAL FLOW THROUGH PARTNERSHIPS
SFAI Seminar 2
“There’s no pipeline” is a common refrain from international
investors in emerging markets. How can commercially
minded practitioners bridge the pipeline gap in harder-to-
reach geographies through knowledge, networks, and trust?
What role do intermediaries, such as accelerators, play in
this process? How can partnerships increase deal flows in
these dynamic markets? Hear from a panel of practitioners,
investors, and ecosystem builders on how partnerships can fill
the pipeline gap for commercial investors.
Geoff Chalmers / ACDI/VOCA
Allie Burns / Village Capital
CK Japheth / Innovation Village
Jake Stern / Alterna
DISRUPTING AND SCALING AFFORDABLE HOUSING
THROUGH IMPACT INVESTING AND MASS TIMBER
SFMOMA Artists Gallery
Beautiful, well-designed housing should be affordable to
own and should improve the health and sustainability of our
communities and environment. This panel will speak to how
multiple sectors can work in unison to create sustainable,
affordable housing and ownership for at-risk communities.
Panel members will discuss their work at the intersection
of impact investment and mass timber, including unique
challenges and the industry’s radical potential for disruption.
Tobias Levey / Forterra
Bert Gregory / Mithun
Gregory Davis / Rainier Beach Action Coalition
Mayor Victoria Woodards / City of Tacoma, WA
8:30 - 9:45 AM / PARALLEL SESSIONS
FROM FINANCING TO FIELDS: HOW TO BUILD
SUSTAINABLE SUPPLY CHAINS ACROSS INDUSTRIES
Gallery Tent
Innovation cannot end the moment you step onto the factory
floor. To have a positive impact, companies must build
supply chains that combat existing systemic challenges
while developing the processes and partnerships required
for a more sustainable future. Business models that
account for external environmental and social costs must
emerge, while also addressing barriers to entry for diverse
suppliers. These industry insiders will share their insights for
42
building sustainable supply chains, and by extension, better
businesses.
Anthea Kelsick / B Lab
Helen Russell / Equator Coffees
Sarah Bellos / Stony Creek Colors
Ami Naik / Radicle Impact Partners
FROM THE TAR SANDS TO THE BORDERLANDS:
BRINGING SOLAR ENERGY TO INDIGENOUS MIGRANT
HOUSING
C 205
During this time of escalating threats at the US-Mexico
border, an opportunity to make a measurable impact for
asylum seeking Indigenous families has arisen. This session
highlights a partnership between Sacred Earth Solar (in the
Canadian tar sands and Cree led), Tonatierra (a Phoenix
based cultural embassy of Indigenous Peoples) and Seeding
Sovereignty (an Indigenous womxn-led collective) as they
share their story about providing renewable energy to an
Indigenous migrant community and beyond.
Melina Laboucan-Massimo, Lubicon Cree / Sacred Earth
Solar
Janet MacGillivray, Muskogee / Seeding Sovereignty
Tupac Enrique Acosta, Izkaloteka / TONATIERRA
FROM IMAGINATION TO IMPACT: A NEW FRAMEWORK
OF RESTORATIVE DEVELOPMENT
C 210
Cultural strategists, investors and community engagement
experts are employing a new approach called “Restorative
Development” that merges intergenerational leadership,
technology, and innovation as pathways to economic
sovereignty. Come learn about models and success stories
from Memphis, South Los Angeles and Oakland using this
hybrid approach to building and funding place-based
investments. Grounded in cultural strategies, restorative
development is designed to repair our social fabric and
create a thriving, just, and inclusive society for everyone.
Christal Jackson / Head and Heart Philanthropy
Irma Olguin Jr. / BitWise Industries
Morgan Simon / Candide Group
Anasa Troutman / Culture Shift Creative
Taj James / Full Spectrum Labs
Ruben Hernandez / Devlabs
COOPERATIVES AS A CATALYST FOR EMPOWERMENT
AND RACIAL EQUITY
C 235
Co-ops are a powerful tool to disrupt income inequality
through democratic ownership, asset building, and
leadership development. Co-ops are currently experiencing
a renaissance, focusing more deeply on bridging the
racial wealth gap and creating quality jobs, especially for
communities that have experienced structural disinvestment.
This session will feature co-op developers and funders who
are advancing innovative, community-driven co-op solutions
and demonstrating new models that have the potential to
foster transformative impact on their industries.
Alison Powers / Capital Impact Partners
Melissa Hoover / The Democracy At Work Institute
Joseph Cureton / The Staffing Cooperative
Erik Forman / Independent Drivers Guild
Samantha Lee Pree-Stinson / Village Financial Cooperative
9:45 - 10:45 AM / PARALLEL SESSIONS
CLOSING THE WEALTH GAP: ESSENTIAL
CONVERSATIONS FOR IMPACT INVESTORS
Cowell Theater Mainstage
By 2020, white American households are projected to own
86x more wealth than African American households, and
68x more than Latino households. The economic health of
our country requires strategies to combat these disparities.
Leading political and policy experts tackle critical questions
at this high-stakes moment in American history: What
solutions are needed to ensure greater participation in
wealth-building? What can impact investors do? Going into
2020, what should impact investors understand about the
political landscape?
Felicia Wong / Roosevelt Institute
Rashad Robinson / Color of Change
Rodney Foxworth / Common Future
Alicia Garza / Black Futures Lab
OVERCOMING BARRIERS TO DEPLOYING CAPITAL INTO
UNDERINVESTED AREAS
Firehouse
Reaching the most difficult to serve populations requires
rethinking the rules. This session will look at a number of
barriers often cited when investors seek to deploy capital
into underinvested areas, including structural limitations
on underwriting models, regulatory challenges, and lack
historical performance data. The discussion will showcase
practitioner strategies for addressing these barriers, proven
approaches for introducing these products to investors,
and the ways in which catalytic capital can play a role in
accelerating investment.
David Bank / ImpactAlpha
Julia Shin / Enterprise Community Investments, Inc
Sunwoo Hwang / Sixup
Daniel Gura / Habitat for Humanity
Margret Trilli / ImpactAssets
THE SOCIAL IMPACT ENTERTAINMENT REVOLUTION
Gallery 308
Storytelling is the frame through which we create change. The
critically acclaimed new documentary, AMERICAN FACTORY
美国工𠂆, lays the foundation to learn how creative content
can lay the groundwork for impact beyond the borders of
the screen. Join Participant Media, filmmakers, and The
Philanthropy Centre at J.P. Morgan Private Bank as they
discuss how to use the power of storytelling to create tools to
build a future of work that works for everyone.
Heriselda Begaj / Participant Media
Julia Reichert / AMERICAN FACTORY
Steven Bognar / AMERICAN FACTORY
Laura Mutis / The Philanthropy Centre at J.P. Morgan Private
Bank
Rachael Myrow / KQED
UNLOCKING THE POTENTIAL OF INDIGENOUS
COMMUNITIES: A MODEL TO MOBILIZE INNOVATION
AND OPPORTUNITY
Southside Theater
The NDN Collective and our colleagues from Indian Country
will showcase the investment potential of Indigenous
communities and Native Nations, as well as the need for
their leadership and expertise to ensure just, equitable, and
regenerative development for future generations. This session
will focus on investment opportunities in Indian Country
related to 1) Renewable energy 2) Housing and community
development 3) Social enterprise and 4) Sustainable
infrastructure.
Michael Johnson / NDN Collective
Nick Tilsen / NDN Collective
Julian Brave Noisecat / Data for Progress
Michelle Fox / NDN Partners
Chrystel Cornelius / First Nations Oweesta Corporation
PARTICIPATORY IMPACT INVESTING
SCHEDULE
BATS! Theater
Greater participation in the investment process by the very
people that it is meant to serve increases the chances that we
make good on our impact promises and reduces the chances
of “impact washing.” However, this participation is easier said
than done. This session explores the participatory approach
to the investment process and begins a discussion of how to
transform the sectors’ operational practices to empower the
communities that impact investment is intended to serve.
Sean Hinton / Open Society Foundations
Gaithiri Siva / Buen Vivir Fund
Aaron Tanaka / Center for Economic Democracy
Grace Lyn Higdon / Institute for Development Studies
GOVERNMENT VS PRIVATE SECTOR: DEBATING SCALING
PARTNERS FOR DIGITAL HEALTH ORGANIZATIONS
SFAI Seminar 2
Social enterprises that serve health needs in low income
countries typically scale their solutions through public systems
(i.e government) or through the private sector (i.e. traditional
commercial models). This Oxford-style debate will settle once
and for all which way is superior to the other. Two portfolio
entrepreneurs of the Every Woman Every Child Innovation
Marketplace will hash this question out, leading our community
to new insights about scaling digital health organizations.
Jane Thomason / Fintech Worldwide
Nayan Kalnad / Avegen Health
Wendy Leonard / The Ihangane Project
43
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com
THE CULTURE OF HEALTH: ARTS, THE BUILT
ENVIRONMENT, AND WELLNESS
SFMOMA Artists Gallery
Community attachment and social cohesion are two of the
requisite elements of community wellness. Arts and culture
produce both. Deploying arts and culture strategies in concert
with community planning and real estate development
can produce synergies that dramatically increase health
outcomes on the population level.
Deborah Cullinan / Yerba Buena Center for the Arts
Beth Marcus / Local Initiatives Support Corporation (LISC)
Liz Ogbu / Studio O
FINANCING THE FRONTIER: THE CATALYTIC INFLUENCE
OF GRANT CAPITAL
Big Top Tent
Investing in frontier and emerging markets presents
significant opportunity to advance a global development
agenda, yet deploying capital into such markets is often
associated with high transaction, legal, and regulatory costs.
To navigate frontier markets efficiently and strengthen the
performance of their investees, many investors also leverage
grant financing. This session will explore the ins and outs of
using grant capital and various strategies through which it
amplifies impact and financial performance.
Katrina Ngo / Global Impact Investing Network
Maggie Flanagan / The Lemelson Foundation
Michelle de Rijk / DOEN Participaties B.V.
Paul Basil / Menterra Venture Advisors
10:00 - 11:15 AM / PARALLEL SESSIONS
HOW TO EMBED A GENDER LENS ACROSS YOUR
PORTFOLIO
Gallery Tent
This session is for asset owners, intermediaries, and
entrepreneurs seeking practical strategies to incorporate
gender considerations across their business. This workshop
format begins with a brief presentation on best practices
and lessons learned from a cross-section of practitioners
who have successfully implemented a gender lens investing
strategy across their portfolio. Then, breakout sessions will
provide participants with an opportunity to review and
discuss relevant tools and resources, and begin developing
gender lens investing action plans.
Lisa Scheible Willems / AlphaMundi Group
Christine Roddy / AlphaMundi Foundation
Ruth Shaber / Tara Health Foundation
Stephanie Finigan / Value for Women
Patricia Farrar-Rivas / Veris Wealth Partners
44
THE MISSING MIDDLE IN THE LDCS: HOW TO FILL A
PERSISTENT FUNDING GAP
C 205
Small and midsize enterprises (SMEs) in Least Developed
Countries (LDCs) - many led by women - are chronically
unable to secure startup or growth capital from local banks.
Yet, local SMEs are engines of growth that can create jobs,
build dynamic economies, and provide a path out of poverty
for millions. Leaders from the impact investment and
economic development space will share ideas for how to fill
this funding gap in order to advance verifiable development
impact in LDCs.
Anders Berlin / United Nations Capital Development Fund
(UNCDF)
Emilie Debled / Investisseurs & Partenaires (I&P)
Pierre Berard / MCE Social Capital
Richard Greenberg / OPIC Social Enterprise Finance
CLIMATE MITIGATION AND AG INVESTING: HOW FOOD
CAN BE AS BIG AS ENERGY
C 210
Food is the single greatest lever we have to improve the
health of our people and our planet. The good news is, the
problem is the solution. How can we use investment and
innovation to take the many great things the food system
has delivered to our development, while we include human
and planet health in the next frontier? This panel will bring
together industry and entrepreneurs working together to
find new cost effective approaches to food and agriculture
practices.
Chuck Templeton / S2G Ventures
Beth Robertson-Martin / General Mills
Justin Bruch / Clear Frontier Ag Management
Tim Fitzgerald / ForeLight, Inc
CAN HAPPY WATER INVESTORS AND HAPPY RIVERS
CO-EXIST IN THE AMERICAN SOUTHWEST?
C 230
There is no shortage of water investors in the American
Southwest, but there are only a few existing examples of
impact investments that directly help rivers and streams.
How can environmental philanthropy encourage investing
that actually helps? This session will present lessons learned
about how – and where – impact investing that could help
southwestern rivers is possible. Using case studies, we will
discuss what failed and why, along with approaches that are
working and under development.
Jill Ozarski / Walton Family Foundation
Ricardo Bayon / Encourage Capital
Peter Culp / Culp & Kelly, LLP
 INDIGENOUS VALUES, TECHNOLOGY AND SOCIAL
INNOVATION
C 235
Many First Nations are challenged by a lack of clean water,
electricity, internet access, electoral technology, and
employment opportunities. Indigenous Peoples are building
culturally sensitive tech to close these gaps and improve
the quality of life for their tribal members. They are creating
alternative energy solutions, green job training, voting apps
and more, which are strengthening local economies and
creating a more just and regenerative world market.
Donna Morton / Lumen Farm
Lawrence Lewis, We Wai Kai / OneFeather
Elsa Johnson, Diné (Navajo) / IINA Solutions
11:00 - 12:00 PM / PARALLEL SESSIONS
DEMOCRATIZING IMPACT INVESTING… ONE FINANCIAL
ADVISOR AT A TIME
Cowell Theater Mainstage
Financial advisors play a key role in democratizing impact
investing for the retail market. “Mass affluent” clients account
for the majority of the $25 trillion in U.S. professionally
managed assets, and these clients are supported by an army
of over 310,000 advisors. This panel will explore the ways
in which large institutions and new tech-based entrants are
upping their game to provide advisors with impact investing
access and education as never before.
Christina Leijonhufvud / Tideline
Jackie VanderBrug / Bank of America
Matthew Slovik / Morgan Stanley
Josh Levin / OpenInvest
Rehana Nathoo / Spectrum Impact
Adam Connaker / Rockefeller Foundation
SOIL WEALTH: FINANCING REGENERATIVE
AGRICULTURE ACROSS ASSET CLASSES
Firehouse
“Soil Wealth” is a new term describing the constellation of
benefits associated with building soil health and community
wealth through regenerative agriculture. A leading group of
practitioners involved in financing regenerative food, farming,
and forestry systems in various asset classes, including debt,
equity, and real assets, will discuss emerging opportunities
to invest across the value chain associated with agricultural
systems that can help revitalize rural communities and
address the climate crisis.
Josh Humphreys / Croatan Institute
John Fenderson / Hatchie River Co. LLC
Meredith Storton / RSF Social Finance
David LeZaks / Delta Institute
Wood Turner / Agriculture Capital
MARKETING AND BRANDING FOR SOCIAL IMPACT
ORGANIZATIONS
Gallery 308
When your mission drives every decision you make,
gaining a competitive advantage requires articulating and
communicating your impact. Our panel of experts come from
the worlds of marketing, branding, video, content marketing,
social media, and campaign strategy. They will share today’s
best practices for effective, authentic digital communications
for mission-driven businesses, from startups to established
enterprises operating multi-million dollar campaigns. The
group will offer tactical strategies, tips, and campaign
examples for both small and large organizations.
Justin Belleme / JB Media Group
Simon Mainwaring / We First
Anthea Kelsick / B Lab
Thomas Cumberbatch / Godzspeed
WHEN WINNERS (DON’T) TAKE ALL: NARRATIVES AND
TOOLS FOR ECONOMIC MOBILITY
Southside Theater
Issues like growing inequality and the extreme effects of
climate change suggest that our economic system is failing.
We’ll look at the history and limits of the current paradigm
and hear from leaders who have combined the best of the
public, private, and people sectors to address disparities.
Panelists will discuss income share agreements, alternative
ownership models, investing for racial equity, and more.
SCHEDULE
Together, we can forge a new economic narrative to reshape
our future.
Carol Tan / New York City Economic Development
Corporation
Brinda Ganguly / Living Cities
Joelle Gamble / Omidyar Network
Brendan Martin / The Working World
CLIMATE FINANCE: OFFERING A BETTER CLIMATE FOR
USING BLENDED FINANCE APPROACHES
BATS! Theater
The concept of “blended finance” has recently been receiving
an increasing amount of attention. But has that attention
been disproportionate to the amount of blended capital that
has actually flowed into solving the Sustainable Development
Goals? In climate finance, we don’t think so. We explore why
climate finance has seen sunny days with blended approaches
but at the same time, we will dive into what was not so easy
in bringing the approaches to market.
Laurie Spengler / Enclude
Gareth Zahir-Bill / Shell Foundation
Shilpa Patel / ClimateWorks Foundation
Tamer El-Raghy / Acumen Resilient Agriculture Fund
45
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com
WHAT IMPACT DEALS HAPPEN ONLY BECAUSE OF
CATALYTIC CAPITAL?
SFAI Seminar 2
In Beyond Trade-offs, various impact investors present the
case that this fast-growing market is neither all commercial,
nor all concessionary. Trailblazing investors argued that
the full spectrum of impact investing capital is essential to
achieve bold and lasting change. Through stories, panelists
share the market segments in which impact investors can and
do achieve substantial impact alongside market-rate returns.
Presenters hope to pave the way for new market entrants in
order to see the full impact investing continuum.
Robynn Steffen / Omidyar
Christine Looney / Ford Foundation
Reuben Teague / Prudential Financial
Candice Hampson / Big Society Capital
REINVIGORATING IMPACT INVESTING BY RETURNING
TO OUR ROOTS IN THE CIVIL RIGHTS STRUGGLE
SFMOMA Artists Gallery
The modern impact investing movement in the United
States was born out of the mid-20th century Civil Rights
struggle. This panel will consider the vital contribution
impact investing can make in the U.S. if we reorient around
this history. Join this generative conversation with seasoned
impact investors and next generation civil rights leaders
discussing what’s possible when finance and financial
knowledge is connected to the leaders who can use it most
effectively to drive racial equity.
Antony Bugg-Levine / Nonprofit Finance Fund
Ellis Carr / Capital Impact Partners
OPERATIONALIZING THE BUSINESS CASE FOR
DIVERSITY, EQUITY AND INCLUSION
Big Top Tent
The workshop will provide a chance for investors and
entrepreneurs to dive deep into the “how” of institutionalizing
and operationalizing gender smart / DEI principles.
Organized around small working groups facilitated by expert
practitioners, groups will explore ways to integrate DEI
practices within their chosen focus area using a proprietary
tool, Capria Quantum. At the conclusion of the session,
participants will take back actionable, pragmatic DEI
strategies to their businesses and investment funds.
Uma Sekar / Capria
Kate Loose / Capria
Shruti Chandrasekhar / International Finance Corporation
(IFC)
Megan Walsh Thompson / Ford Foundation
Kathryn C. Kaufman / OPIC
Cathy Clark / CASE i3 at Duke University
46
11:30 AM - 12:45 PM / PARALLEL
SESSIONS
RACIALIZED LANGUAGE WORKSHOP
Gallery Tent
Language is a powerful tool for dividing and uniting.
There is a close relationship between race, racism and
language. Many terms that are part of regular vernacular
have systemic underpinnings and help maintain the status
quo: “tar and feather”, “time Nazi”, “low man on the totem
pole”, etc. Led by W.K. Kellogg Foundation facilitators,
this participatory workshop is a unique opportunity for a
collective conversation, not just a semantics lesson. We will
create a safe, nonjudgmental space for inquiry to increase
understanding.
Andrew Brower / W.K. Kellogg Foundation
Oronde Miller / W.K. Kellogg Foundation
THE BUTTERFLY EFFECT: FIXING THE PIONEER GAP
THROUGH PROXIMITY AND PHILANTHROPY
C 205
In emerging markets, incubating entrepreneurs is not enough.
We need to go one step further and incubate incubators.
This session will discuss how capacity building for incubators
can create lasting impact. Panelists will also discuss how
leveraging the best practices of experienced incubators
and the contextual knowledge of local incubators builds
shared value. Lastly, we will explore how this ultimately
benefits entrepreneurs through access to new markets, global
networks, talent, and funding.
Carol Dahl / The Lemelson Foundation
Matthew Austin / U.S. Agency for International Development
(USAID)
Robert Karanja / Villgro Kenya
Paul Basil / Villgro India
Avary Kent / Conveners.org
BETTING ON INNOVATION TO SOLVE THE VENEZUELA
CRISIS: A CONVERSATION AND BRAINSTORM
C 210
Venezuela’s political, humanitarian, and economic crisis
has driven more than 4.3 million people to flee the country,
leading to a growing social and economic impact on
Venezuela, as well as neighboring countries. Learn about
how the Better Together Challenge — officially called Juntos
es Mejor — was recently launched by USAID and the Inter-
American Development Bank to crowdsource, fund, and scale
the best solutions to alleviate the immediate and long-term
effects of this crisis.
Michelle Bekkering / U.S. Agency for International
Development (USAID)
Antoni Estevadeordal / Inter-American Development Bank
(IDB)
 GENDER LENS INVESTING IN THE DEVELOPING WORLD
C 230
What roles do donors, governments, investors, asset
managers, businesses and entrepreneurs play in
advancing gender lens investing in the developing world?
This session will discuss innovative models (e.g. blended
finance) and specific opportunities that exist for finance
to address key gender equality gaps globally, like gender-
based violence, shifting gender norms, or gender equity in
the future of work. It will explore cross-sector participation,
strategic partnerships, and ecosystem building rooted in
research, policy reform and risk mitigation in private capital
mobilization.
Joy Anderson / Criterion Institute
Jessica Houssian / Equality Fund
Jessica Villanueva / MEDA
Leah Pedersen / U.S. Agency for International Development
(USAID)
HOW CAN FAMILY OFFICES CATALYZE IMPACT?
C 235
Family offices are uniquely positioned to provide
organizations with catalytic capital, or investment that is
patient, risk-tolerant, and more flexible than conventional
financing. Join a conversation with family office leaders who
have used this innovative financing approach alongside their
traditional investments and philanthropic grantmaking to
achieve impact at scale.
Michael Etzel / The Bridgespan Group
Arani Kajenthira, Ph.D. / Walton Enterprises
Adam Rein / CapShift
Lauren Booker Allen / Jordan Park
Barr Even / Dalio Foundation
12:00 - 2:00 PM
LUNCH
Festival Pavilion
12:15 - 1:15 PM / PARALLEL SESSIONS
RURAL RESURGENCE AND OPPORTUNITY ZONES
Firehouse
While the U.S. has seen a steady recovery since the Great
Recession, much of this growth has been focused in cities.
Many rural communities across the U.S. have remained
stagnant or even experienced declines. OZs hold the
potential to redirect capital from investors who, until now,
had never considered investing in rural communities, but
formalizing these relationships requires a considerable
amount of capacity building. This session will explore
challenges and solutions around rural capacity building.
Grant Baskerville / Sorenson Impact Center
Sharayah Lane / Philanthropy Northwest
Patrick Mullen / Utah Association of Counties
Tynesia Boyea-Robinson / Living Cities
Stephanie Copeland / The Governance Project
PAY FOR SUCCESS 2.0: THE NEXT GENERATION OF
OUTCOMES-BASED FUNDING
Southside Theater
While early signs of the Pay for Success financing model
were promising, a number of obstacles have emerged and
prevented widespread uptake. These challenges include
overly rigid deal structures, insufficient consideration of
government contracting and non-profit operating realities,
and lack of a strong infrastructure centered on outcomes.
Come hear from social innovators who, through improved
contracting, performance management, research, and
payment structures, are advancing the next generation of
outcomes-based funding.
Sara Peters / Project Evident
Ian Galloway / Federal Reserve Bank of San Francisco
Sindhu Lakshmanan / Living Cities
Roger Low / America Forward
Angeli Weller / Weller Worldwide
THE COSTLY CYCLE OF BIASED INVESTING
BATS! Theater
Venture capitalists with similar backgrounds—ethnic, career,
educational, religious—are more likely to syndicate with
SCHEDULE
one another, thus making similar co-investment decisions.
However, this cycle of “like investing in like” dramatically
reduces the probability of investment success. As a result,
women and people of color are locked out of financial
opportunity, and investors are also losing out. How can
philanthropists, foundations, and investors address blind
spots and solve for the costly cycle of biased investing?
Cheryl L. Dorsey / Echoing Green
Tia Hodges / Citi Foundation
Felecia Hatcher / Code Fever Miami
Hadiyah Mujhid / HBCUvc
REAL COW POWER: GRASS-FED ECONOMIES AND
REGENERATIVE AGRICULTURE
SFAI Seminar 2
The future of meat is rapidly changing. Animal confinement
systems have broken the connection between cattle, land,
and the farmer- leaving all struggling. From plant-based to
clean meat movements, new options are capturing more
attention and market share. In this panel, grass-fed and meat
alternative experts will explore the alternatives to industrial
beef to share how reduced environmental impact can be met
through a diversity of approaches that support farmers and
consumers equally.
Pete Huff / Winrock International
Dan Altschuler Malek / Unovis Partners
Catha Groot / Radicle Impact
Allen Williams / Joyce Farms
47
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com
HOW CAN THE PRIVATE SECTOR SUPPORT REFUGEES
AND HOST COMMUNITIES GLOBALLY?
SFMOMA Artists Gallery
Worldwide, nearly 70 million people have been forcibly
displaced, including more than 25 million refugees. The need
for long-term, sustainable solutions to uplift refugees and
support their host communities has never been more acute.
Working together with other actors, the private sector can
play a critical role, whether in creating jobs, driving economic
growth, or improving the accessibility of goods and services
for refugees and host communities – and there is a growing
commitment to do so. In this panel, including both investors
and practitioners, we will explore multiple ways the private
sector can leverage their capabilities and assets to help,
as well as the challenges and opportunities around scaling
impact.
Danielle Berfond / The Bridgespan Group
Sean Hinton / Soros Economic Development Fund
Béatrice Delperdange / KOIS Invest
Aline Sara / NaTakallam
DISRUPTING POWER DYNAMICS WORKSHOP
Big Top Tent
This high-powered session will guide you through a
framework of seven ways power dynamics show up in
partnerships, investment structures, and interactions
with communities. Utilize a new equity-based approach
to investing in communities that will push you to think
critically about your own work and how your organization
may reinforce inequitable processes, understanding and
bias. Together, we will explore how to shift existing power
dynamics to arrive at a more authentic truth.
Liz Dozier / Chicago Beyond
Sheldon Smith / The Dovetail Project
1:00 - 2:15 PM / PARALLEL SESSIONS
TRANSLATING IMPACT INTENTIONS INTO REAL RESULTS
Gallery Tent
In this interactive workshop, participants will explore how
to use IRIS+ to translate their impact goals and intentions
into clear, actionable, and material data needed to drive
decision-making. The session will feature practical examples
by impact investors and provide a space for participants to
discuss progress and challenges in impact measurement and
management.
Leticia Emme / GIIN
Bellissa Rojas / Project X Global
Christine Roddy / AlphaMundi
Uma Sekar / Capria Ventures
48
INNOVATIVE BLENDED FINANCE FOR CLIMATE
SOLUTIONS
C 205
Blended finance vehicles are increasingly being used to
attract and deploy commercial capital toward SDG-related
investments, particularly in emerging markets. This panel
will showcase blended finance mechanisms that mobilize
public and private capital to finance solutions for pressing
global environmental challenges, including ocean plastic,
carbon-intensive agriculture, and deforestation. Panelists will
explore the challenges faced in building blended vehicles
and structural innovations that have successfully unlocked
commercial capital to combat pollution and climate change.
Heather Eisenlord / RPCK Rastegar Panchal
Eron Bloomgarden / Climate and Forest Capital
Joan Larrea / Convergence Finance
April Crow / Circulate Capital
GENDER LENS INVESTMENT IN AGRICULTURE
C 210
Women entrepreneurs are critical to the economic
development of agricultural markets around the world, but
do not receive the resources, funding, and support needed to
scale. This is in part a reflection of gender biases in early-
stage investment, but what can investors do to address this?
Come and learn about options that investors could adopt to
reduce gender bias in the agricultural investment pipeline,
including alternative capital structures, gender lens impact
toolkits, and acceleration services.
Heather Matranga / Village Capital
Lisa Willems / AlphaMundi
Kathryn Kaufman / OPIC 2X Challenge
Shruti Chandrasekhar / International Finance Corporation
(IFC)
Diane Isenberg / Ceniarth LLC
WORKER VOICE AND EMPOWERMENT
C 230
The rapid pace and scale of technological change is
disrupting labor markets and fundamentally altering the
future of work. Anticipating and preparing for the impact
of digital technologies on the workforce is an urgent issue,
with worker voice and empowerment critical to ensuring
that workers are not left behind. This session will explore
the issues behind the changing nature of work and how
innovations in tech can ensure dignity across all workers of
the future.
Paul Miller / Bethnal Green Ventures
Oliver Cushing / RightsDD
HIDDEN CHALLENGES OF INVESTING IN AGRI-
BUSINESSES AND HOW TO OVERCOME THEM
C 235
Seasonal revenue, unpredictable weather-related risk,
and limited cash flow. These challenges and many others
are unique to investing in agri-businesses and companies
commercializing technologies that serve smallholder
farmers. We will highlight case studies from entrepreneurs
and investors on the hidden pitfalls that are common in
agriculture deals. Hear from entrepreneurs on how they
plan to overcome risks. Investors will cover diligence on
these opportunities, risk assessment and mitigation, and deal
structure to account for risk.
Augusta Abrahamse / USAID Powering Agriculture
Jiten Ghelani / Promethean Power Systems
Vianney Tumwesige / Green Heat
Lisa Willems / AlphaMundi
1:30 - 2:30 PM / PARALLEL SESSIONS
MARKET OR MIRAGE? OPPORTUNITY ZONES COME
INTO FOCUS
Cowell Theater Mainstage
The market for Opportunity Zones is coming into focus as
investors, funds, and local stakeholders work to maximize
the value of the tax benefit. How can impact developers,
enterprises, and entrepreneurs make the most of this
opportunity? What can impact investors and philanthropies
do to influence this market toward positive impact? What
might be in store for new regulations? Panelists will answer
these questions and more as they discuss early trends shaping
the OZ market.
Fran Seegull / U.S. Impact Investing Alliance
Ja’Ron Smith / Executive Office of the President
Jim Sorenson / Catalyst Opportunity Funds
Lisa Woods / KPMG
Otis Rolley / The Rockefeller Foundation
THE MEDIA IS DEAD. LONG LIVE MEDIA!: SMART
INVESTMENTS IN MEDIA FOR SOCIAL IMPACT
Firehouse
Evidence shows that compelling stories motivate people to
take on new behaviors. Yet, the impact investing community
has largely underinvested in narrative infrastructure which
has been difficult to measure with standard financial
analysis. Join leading innovators as they share new models
for investment, offer case studies from a variety of narrative
strategies supporting a broad range of impact ventures, and
how to tell a good investment in media and narrative from a
bad one.
Andre Banks / A/B Partners
Christie George / New Media Ventures
Tara McGowan / FWIW Media
Rashad Robinson / Color of Change
Marisa Franco / Mijente
EMBRACING THE TRADEOFF: USING LOW COST CAPITAL
TO DRIVE DEEPER IMPACT
Gallery 308
While most of the impact investing sector seeks to embrace
the idea of double-bottom line investments that demand
limited financial sacrifice, significant market gaps persist in
sectors and geographies that require lower costs of capital to
succeed. This panel will highlight impact-first investors that
have relaxed their own constraints to achieve market-rate
returns that are filling these global gaps, and how funds and
enterprises in these markets are delivering impact in regions
where commercial investors cannot venture.
Greg Neichin / Ceniarth LLC
Diane Isenberg / Ceniarth LLC
Lynne Hoey / Candide Group
Rick Beckett / Global Partnerships
Richard Greenberg / OPIC Social Enterprise Finance
OPERATIONALIZING RACIAL EQUITY IN OUR WORK
Southside Theater
While the language and concepts of racial equity are
spreading across the field of finance, how are firms
integrating strategies to imbed racial equity as a rigorous
management practice? From organizational structure,
staffing, sourcing, deal flow, and learning and adapting from
outcomes, leaders and firms are demonstrating that a racial
equity focus is not the work of a stand-alone diversity office,
but deeply integral to their entire organizational practices
and processes. This session will feature leaders that will share
their strategies and work to increase their financial and social
impact across the field.
Andrew Brower / W.K. Kellogg Foundation
Jacob Haar / Community Investment Management
SCHEDULE
Ellis Carr / Capital Impact Partners
Humaira Faiz / W.K. Kellogg Foundation
MAKING MANAGERS: PREPARING SOCIAL ENTERPRISES
TO SCALE MORE EFFECTIVELY
BATS! Theater
Social entrepreneurs can’t scale their organizations alone.
They need high-performing teams with great managers to
make it across the Pioneer Gap. Unfortunately, research
shows that the personal transition from “visionary
entrepreneur” to “effective executive” is mentally and
emotionally challenging. In emerging economies, this task is
even more daunting. This session will share how entrepreneur
support organizations are filling in skill and capacity gaps for
scaling organizations by using their most important assets:
their people.
Mark Horoszowski / MovingWorlds
Allie Burns / Village Capital
Kate Cochran / Upaya Social Ventures
THE ROLE OF INDEPENDENT VERIFICATION IN IMPACT
MEASUREMENT AND MANAGEMENT
SFAI Seminar 2
This panel will discuss the role of independent verification in
good practice impact measurement and management (IMM).
Itad will present learning from its independent review of a
Venture Capital Fund’s Impact Strategy – the first of its kind in
the UK – against IMM best practice as captured in the Impact
49
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com
Management Project. We will also explore the commitment to
independent verification within Principle 9 of IFC’s Operating
Principles for Impact Management and how to conduct these
assessments.
Karim Harji / Said Business School, University of Oxford
Olivia Prentice / Impact Management Project
Neil Gregory / International Finance Corporation (IFC)
Charley Clarke / Independent IMM Specialist
Hannah Schiff / Nuveen
THE NEXT BIG THING? A THOUSAND LITTLE THINGS:
ARTS, CULTURE, AND SUSTAINABLE ECONOMIES
SFMOMA Artists Gallery
Nature’s ecosystem services, such as breathable air, clean
water, wildlife and aquatic life, are the direct and indirect
contributions of ecosystems to support human’s quality of
life. These services are being assigned monetary value in
the trillions per year. This fascinating discussion will focus
on how arts and culture are playing an increasing role in
strategies and transitions that are moving from extraction to
regeneration.
F. Javier Torres-Campos / Surdna Foundation
Aviva Kapust / Village of Arts and Humanities
Tatewin Means / Thunder Valley CDC
Kaiton Williams / Impact American Fund
TRANSFORMING THE FUTURE THROUGH
COLLABORATIVES
Big Top Tent
Collaborative frameworks like social venture alliances,
donor circles, and funder collaboratives can lead to
sustainable solutions for today’s complex problems. Recently,
Tides launched the Immigrants United Collaborative, a
cross section of people from donors, nonprofits, and experts
working to solve the technology gaps that immigration-
focused nonprofits frequently endure. In this interactive
session, we will use this new initiative as a case study to
provide you with tools and guidelines for success in your
future collaborations.
Sujatha Sebastian / Tides
Roxana Shirkhoda / Tides
Edward Galvez / Tides
2:30 - 3:45 PM / PARALLEL SESSIONS
INTERACTIVE WORKSHOP: EXPANDING GENDER LENS
INVESTING TO BE MORE INCLUSIVE OF LGBTIQ
Gallery Tent
Gender lens investing is rapidly gaining momentum, yet
the emergent field does not as a practice address the full
spectrum of power imbalances related to gender identity and
other identities, like sexual orientation, with which gender
intersects. How can gender lens investing expand to address
the issues that Lesbian, Gay, Bisexual, Transgender, Intersex
50
and Queer (LGBTIQ) individuals face around the globe?
Criterion Institute will facilitate an interactive workshop on
the challenges and opportunities in the space.
Joy Anderson / Criterion Institute
DESIGNING WITH REFUGEES AND MIGRANTS
C 205
With more than 70.8 million people forcibly displaced
worldwide today, GHR Foundation and OpenIDEO’s $1 million
2019 BridgeBuilder Challenge sought solutions that enable
individuals to create a life of meaning filled with hope and
dignity. With a commitment to supporting solutions rooted
in community, the Challenge was designed to include the
perspective of refugees and migrants throughout the process
— from ideation to feedback and evaluation.
Jason Rissman / OpenIDEO
Mark Guy / GHR Foundation
Aline Sara / NaTakallam
MOVING BEYOND THE HYPE: WHAT WORKS IN RESULTS-
BASED FINANCE FOR HEALTH OUTCOMES
C 210
Results-based financing (RBF) is becoming increasingly
popular in the health arena. However, strong criticisms have
been raised about these instruments, including that they are
overly complex and increase transaction costs. To date, only
a handful of projects have been attempted, but these have
provided some interesting lessons. This session will candidly
debate various results-based finance instruments, examine
what has and hasn’t worked to date, and explore priorities
moving forward.
Kusi Hornberger / Dalberg
Jake Segal / Social Finance
Omer Imtiazuddin / U.S. Agency for International
Development (USAID)
Dianne Calvi / Village Enterprise
VITAL CAPITAL: CROWDFUNDING FOR REGENERATIVE
FORESTRY
C 230
The best thing we can do for the planet is plant and maintain
millions and millions of trees. Ejido Verde, a regenerative
forestry project, has raised millions of dollars from investors
and development agencies. But the most vital money; the
patient capital that can wait 10 years to be repaid came from
crowdfunding, not institutional sources. Come hear the basics
and next level possibilities of crowdfunding for impact, while
using Ejido Verde as a case study.
Kevin Jones / GatherLab
Natalie Vergara Giron / Kaya Impacto Mexico
Shaun Paul / Ejido Verde
Wesley Schrock / Kiva
 USING BLENDED FINANCING TO CREATE SYSTEMIC
CHANGE IN AGRICULTURE MARKETS
C 235
The strategic use of development finance and philanthropic
funds offers exciting opportunities, with the potential to
catalyze change not just at a firm level, but also at a sector
or market level. A successful investment in these markets can
contribute to systemic change that addresses the root causes
of market gaps and asymmetries. Come and learn about
inducing systemic change in agricultural market systems in
emerging markets though blended capital and tools deployed
for agriculture finance/investment.
CJ Hall / ACDI/VOCA
Timothy Rann / Mercy Corps Social Ventures
Virgilio Barco / Acumen LatAm Capital Partners
Morgan DeFoort / Factor[e] Ventures
Niraj Shah / IFC Blended Finance
2:45 - 3:45 PM / PARALLEL SESSIONS
FIGHTING CLIMATE CHANGE WHILE GROWING MARKETS
Cowell Theater Mainstage
With the consequences of climate change already taking
effect, investment partners are finding new ways to blend
their capital to preserve and protect the world’s most critical
tropical forests and the communities that depend on them.
In this session, a panel of mission investors will explore how
new investment collaborations can be catalytic – and how
patient capital, at scale, can deliver financial returns while
accelerating climate-smart forestry and agricultural practices
worldwide.
Shilpa Patel / ClimateWorks Foundation
John Balbach / The John D. and Catherine T. MacArthur
Foundation
Chris Larson / New Island Capital
Susan Phinney Silver / The David and Lucile Packard
Foundation
ACCESS, INCLUSION, IMPACT - SPECTRUM 2020
Firehouse
This summer in Atlanta, SOCAP launched SPECTRUM,
a convening designed to spur dialogue and significant
action toward building an impact economy based on equity,
diversity and inclusion. SPECTRUM gathered innovators
and founders of color who have been systematically
under-recognized and under-resourced. Let’s continue the
conversation in this interactive session where cross-sector
leaders and investors will recap the importance of SPECTRUM
and what we learned. Next, we want to hear from you. Come
help us co-design SPECTRUM 2020.
Keisha Senter / The Solution Senter
Ed Dugger III / Reinventure Capital
Francine Chew / Prudential Financial
Courtney Counts / KTC
Bem Joiner / Atlanta Influences Everything
Cari Hanson / SOCAP
Joey Womack / Amplify 4 Good
INVESTING IN WORKFORCE TECH WITHOUT LOSING
YOUR SHIRT
Gallery 308
We’re entering a new era of innovation to ensure workers
thrive in the age of automation. But as startups hustle to
solve critical workforce issues, both tech entrepreneurs
and investors are grappling with the role of philanthropy
and impact investing to seed and scale the best ideas. We’ll
explore the frontier of workforce tech, and debate the role
different capital sources can play in jumpstarting successful
worker-centric technologies and business models.
Jean Shia / Autodesk Foundation
Amon Anderson / Acumen
Jason Palmer / New Markets Venture Partners
Sonali Kothari / ETF@JFFLabs
Elizabeth Garlow / Lumina Impact Ventures
THE STATE OF ALTERNATIVE OWNERSHIP AND FINANCE
IN THE U.S.
Southside Theater
Over the past year, RSF Social Finance and Purpose U.S. have
been on a learning journey, exploring the state of the field of
steward-ownership and alternative financing in the U.S. This
panel will explore the key learnings from those conversations
and discuss why these ownership/financing solutions are
SCHEDULE
needed, the myriad of ways they are being applied to social
enterprises, and what’s needed to make them more accessible
to investors and businesses.
Kate Danaher / RSF Social Finance
Camille Canon / Purpose Network
Aner Ben-Ami / Candide Group
Aaron Tanaka / Center for Economic Democracy
Natalie Reitman-White / Organically Grown Company
Rupal Patel / Renewable Resources Group (RRG)
THE ROLE OF THE BLACK CHURCH IN WEALTH
CREATION IN MARGINALIZED COMMUNITIES
BATS! Theater
Beyond soup kitchens and clothing closets, Black Churches
are nurturing entrepreneurs who are becoming job creators
and creating wealth in neighborhoods that many have left
behind.
Leroy Barber / The Voices Project
Rudy Rasmus / Pastor Rudy Rasmus
Sadell Bradley / MORTAR Cincinnati
DeAmon Harges / The Learning Tree
EMERGING ECOSYSTEMS: ARE MID-SIZE CITIES THE
NEXT HUB FOR SOCIAL ENTERPRISE?
SFAI Seminar 2
While major cities like San Francisco have the most robust
entrepreneurial ecosystems, the cost of living and working
in these cities is often prohibitive, making them inaccessible
51
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

for many social entrepreneurs. In this session, panelists with 4:00 - 6:00 PM
experience in Minnesota, North Carolina, and Louisiana will
AFTERNOON PLENARY: NEW APPROACHES TO
speak to the challenges and benefits of growing a business
EXPAND THE IMPACT ECONOMY
in emerging entrepreneurial ecosystems, using both their
experience and recent research from Halcyon’s Social Cowell Theater Mainstage // Livestream in Big Top Tent
Enterprise Ecosystem Report (SEER). Impact investing and social entrepreneurship have
Ryan Ross / Halcyon experienced tremendous interest and growth over the
Shelly Bell / Black Girl Ventures
last decade. As additional experts and influencers join the
Allison Barmann / Bush Foundation
movement, as technology unlocks new possibilities, as
Justin Desrosiers / SustainVC
Sydney Gray / Propeller measurement and policy race to catch up to where the money
is flowing, the landscape is shifting rapidly. Be amazed by the
range of new approaches across sectors to strengthen and
SOCIAL INVESTMENT OPPORTUNITIES WITH
INDIGENOUS COMMUNITIES: PART II expand the impact economy as it continues its rapid growth.
Bonnie Glick / U.S. Agency for International Development
SFMOMA Artists Gallery
(USAID)
Indigenous communities in the U.S. offer some of the most
David Bohigian / OPIC
diverse opportunities for socially responsible investors. Neville Crawley / Kiva
Join us in a deeper dive into Indian Country to gain a Helen Avery / Euromoney
broader overview of Native Nations. Speakers will highlight Ben Thornley / Tideline
opportunities, partnerships and insights on how to create, Elizabeth Boggs Davidsen / UNDP
foster and successfully navigate tribal relationships. Examples Diane Carol Damskey / International Finance Corporation
of successful collaborations in healthcare, opportunity zones, (IFC)
tribally controlled economic development corporations, Leticia Emme / IRIS
tourism, tribal joint ventures, community development and Sasha Dichter / 60 Decibels
food systems will be discussed. Maria Mähl / Arabesque S-Ray
Donald Ragona, Mattinicock / Native American Rights Fund Cathy Clark / Duke University
Wizipan Little Elk, Sicangu, Lakota / Rosebud Economic Adam Heltzer / Partners Group
Development Corporation Lauren Booker / Jordan Park
Carla Fredericks, Mandan, Hidatsa and Arikara Nation / First Kate Cochran / Upaya Social Ventures
Peoples Worldwide-University of Colorado Andrew Lee / UBS
Lacey Horn, Cherokee Nation / Native Advisory, LLC Derrick Morgan / KNGDM Impact Fund
Dallin Maybee, Northern Arapaho/Seneca / Native American Morgan Simon / Candide Group
Rights Fund Tim Freundlich / ImpactAssets
Chrystel Cornelius, Ojibwe/Oneida / First Nations Oweesta Kat Taylor / Beneficial State Bank
Corporation Christie George / New Media Ventures
Marlon Hall
INVESTING IN WOMEN’S HEALTH IN LATIN AMERICA:
LEADERS FROM COLOMBIA AND PERU
Big Top Tent
Building on successful grants to advance women’s health in
Latin America, entrepreneurs are implementing a diverse
range of revenue-generating products and services that
improve women’s health, from prevention and direct clinic
services to tech-based health enterprises. These ventures
address critical needs for vulnerable populations, while also
achieving scale, operational excellence, and cost recovery.
Explore how funders and investors can enter the women’s
health market in the region and catalyze opportunities for
greater scale and impact.
Andrea Bare / William Davidson Institute
Dr. Abraham Abramovitz / Doktuz
Marta Royo / Profamilia
Jorge Farfan / Bamboo Capital Partners
Dr. Maria Vivas / Fundación Oriéntame

52

6:00 - 7:30 PM
WINE DOWN
Festival Pavilion
This on-site happy hour is an opportunity to connect with
friends and make dinner plans in the fabulous city of San
Francisco. (Additional local meet-ups are encouraged to self-
organize via Pathable! socap19.pathable.com)
7:00 - 9:00 PM
AMERICAN FACTORY SCREENING
Southside Theater
Join Participant Media for an intimate private screening of
AMERICAN FACTORY 美国工𠂆! The new film from Academy
Award®–nominated directors Steven Bognar and Julia
Reichert documents the revitalization of one long-shuttered
factory in Dayton, Ohio, while providing a startling glimpse
of seismic economic shifts happening across the country —
and the world. At the screening, you will be able to ask the
filmmakers questions and hear how they hope their film will
impact the future of work in America.
Jacqeline Lee / Participant Media
THURSDAY
O C T . 24
7:30 AM
BREAKFAST
Festival Pavilion
GENDER LENS INVESTING CHAMPIONS BREAKFAST
Big Top Tent
A highlight of SOCAP for many, the gender lens breakfast is
an invitation to start your morning with a gender lens focus
and connect with people you might not have connected with
otherwise. Grab breakfast in Festival Pavilion, then head over
to the Big Top for this conversation that is intended to focus
thinking, strategizing, and acting with a gender lens.
YOGA
Outside of Firehouse
Join Marlon Hall for a 45-minute yoga session to start your day.
Yoga sessions will include personal anthropology meditations
that will help you remember more deeply who you are and
why you are drawn to this work. He will guide us in ease-filled
rituals of mindfulness and movement, and poetic moments of
hope that will help ground the sea sick soul made dizzy by the
winds and wooziness of social capital work.
8:30 - 9:30 AM / PARALLEL SESSIONS
SCHEDULE
TECH’S TURN TO IMPACT
Cowell Theater Mainstage
Impact investors have long backed tech-powered solutions.
Now, mainstream tech venture capitalists increasingly are
targeting global social and environmental challenges as they
search for world-positive companies and “impact alpha.” Tech’s
turn toward impact has the potential to unlock exponential
solutions, but raises new issues about accountability,
community engagement, and unintended consequences. We’ll
explore the opportunities, deals, and dangers.
David Bank / ImpactAlpha
Seth Bannon / Fifty Years
Maryanna Saenko / Future Ventures
INNOVATIVE LENDING TO CATALYZE EMPLOYMENT
ENTERPRISES
Firehouse
Employment social enterprises (ESE’s) are revenue-generating
businesses that employ, train and support people striving to
overcome serious employment barriers. Like any business,
ESE’s need flexible capital to grow. Traditional lenders and
even impact investors haven’t caught up with the potential so
new models are emerging to deliver the capital and advisory
services needed to accelerate the movement. Join innovative
lenders to learn why ESE is a smart investment, and what
other investors can do to get involved.
Emilie Linick / REDF
Sindhu Lakshmanan / Living Cities
Reed Mayfield / RSF Social Finance
53
 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com
CONNECTING FOUNDERS OF COLOR TO COMMUNITY
AND CAPITAL
Gallery 308
Founders of color have been absent from the wealth-building
that continues to transform our entrepreneurial ecosystems.
Cities are consequently failing to benefit from the success
and impact of these entrepreneurs. To address this, Living
Cities launched an initiative in 2018 to tackle the many access
challenges that founders of color experience. Our panel will
share their vision for a truly inclusive economy, plus learnings
and success stories about unlocking resources for high-
growth founders of color.
Elizabeth Reynoso / Living Cities
TD Lowe / 42Phi Ventures
Monique Woodard / Cake Ventures
Savina Perez / Hone
HARNESSING THE POWER OF RACIAL EQUITY TO BUILD
AN EQUITABLE NATION
Southside Theater
Equity—just and fair inclusion in which all can participate,
prosper, and reach their full potential— is a superior growth
model for our economy. As impact investors and corporations
leap into their equity moment, it is imperative that their
strategies enhance racial equity and not perpetuate systemic
racism and toxic inequality. Speakers will highlight examples
of new markets and products that are beginning to produce
business returns, advance equity, and transform our nation.
Lakshmi Iyer / FSG
Michael McAfee / PolicyLink
BALANCING OPPORTUNITIES AND TRADEOFFS: SECRETS
FROM 10+ YEARS OF IMPACT INVESTING
BATS! Theater
Impact investing can be opaque, especially in the private
markets. It’s hard to know how investors really calculate risk,
opportunities, and returns. What tools and approaches are
helping investors deliver on their impact and financial goals?
What has worked and what hasn’t? Join impact investors who
recently completed independent, 10-year reviews of their
portfolios in a candid conversation about lessons learned and
best practices moving forward.
Ian Fuller / WestFuller Advisors, LLC
Lisa Kleissner / KL Felicitas
Sarah Williams / Propel Capital
Robynn Steffen / Omidyar Network
54
EARLY STAGE INVESTING IN EMERGING MARKETS: THE
CAPITAL PROVIDER’S PERSPECTIVE
SFAI Seminar 2
The Collaborative for Frontier Finance is a multi-stakeholder
initiative that aims to increase access to capital for small and
growing businesses (SGBs) in emerging markets. This panel,
featuring some of the most persistent and successful early
stage fund managers and investors in this space, will explore
how to create impact and achieve returns in this challenging
sector. Topics include investment approach, portfolio
management and development, and follow on capital
considerations.
Drew von Glahn / Collaborative for Frontier Finance
Tahira Dosani / Accion Venture Lab
Scott Onder / Mercy Corps Ventures
Andy Lower / ADAP Capital
Rema Subramanian / Ankur Capital
Lauren Cochran / Blue Haven Initiative
Will Poole / Capria
OPPORTUNITY ZONE STORIES FROM THE FIELD
SFMOMA Artists Gallery
It has been nearly two years since the Tax Cut and Jobs Act
was passed. Come hear from those out in the field looking
to fund transformative, double-bottom line opportunity
zone projects, and those looking to attract opportunity
zone investment to their respective states. This panel
brings together a constellation of players that reflect the
collaborative effort needed to deliver on the intent of the
opportunity zone legislation.
Courtney Watson / Chestnut Opportunity Zone Fund
Alex Flachsbart / Opportunity Alabama
Jeremy Keele / Catalyst Opportunity Fund
Liza Soydan / Chestnut Catalyst Group & Chestnut
Opportunity Zone Fund
Ed Smith / Invest Atlanta
8:30 - 9:45 AM / PARALLEL SESSIONS
THE BUSINESS CASE FOR GENDER LENS INVESTING:
CALIBRATING INVESTOR AND ENTREPRENEUR
EXPECTATIONS
Gallery Tent
The business case for bringing a gender lens to investing has
been established. Entrepreneurs and investors understand
that empowering women and ensuring gender equity leads to
improved business performance. However, putting this into
practice can be challenging and costly for entrepreneurs, not
always equipped with the tools, skills and resources needed to
make changes to their businesses. Should the impact investing
sector pioneer these practices into mainstream investing?
Examples of companies and best practices included.
Nicole Etchart / NESsT
Katie Naeve / Root Capital
Jessica Villanueva / MEDA
Yasmina Zaidman / Acumen
 THE PATH TO FINANCIAL WELLNESS: HOW COMPANIES
ARE INNOVATING TO DRIVE FINANCIAL INCLUSION &
RESILIENCY
C 205
Globally, the financially underserved and financially
insecure represent a majority of the world’s population, and
the Financial Health Network estimates that only 28% of
Americans are financially healthy. In the face of rising income
inequality, increasing retirement insecurity, and a lack of
alternatives to predatory lenders — how are companies
innovating to reach these customers and create pathways
to financial wellness? Come hear from cross-sector leaders
helping to pave the way to financial wellness.
Gerald Pambo-Awich / Prudential Financial
James Gutierrez / Aura
Frank Dombroski / FlexWage Solutions
Leigh Phillips / EARN
Matt Iverson / Retiremap HQ
EVOLVING LABOR MARKET MODELS FOR THE FUTURE
OF WORK
C 210
The future of work is being shaped by both technological
disruption and shifts in societal preferences. People and
organizations will need to mitigate against the negative
effects of disruption, especially for underskilled populations.
This panel will discuss evolving labor market models,
which are moving to close the enormous supply/demand
gap between jobs and qualified workers. We’ll also cover
what needs to change in our current conception, definition,
and implementation of education to meet future job
requirements.
Janet Salm / Strada Institute for the Future of Work
Sarah Keh / Prudential
Kerri Briggs / Cicero Group
April Rinne / April Worldwide
ADDRESSING THE HUMANITARIAN AID GAP: STORIES
FROM ENTREPRENEURS BUILDING SOCIAL ENTERPRISES
TO SUPPORT REFUGEES
C 230
A catastrophic convergence of political and economic
conditions are driving the displacement of people from their
communities. Humanitarian aid is insufficient to support the
unprecedented numbers of people struggling as refugees,
migrants, or modern-day slaves. Many promising social
enterprises operate in this nascent sector, however there is
a dearth of organizations willing to invest in work previously
supported by humanitarian aid money. Through storytelling,
we’ll explore perspectives on the humanitarian aid gap and
possible solutions.
Marie Haller / Miller Center for Social Entrepreneurship
Alice Bosley / Five One Labs
Kate Muwoki / Kiron Open Higher Education
BRINGING AGRI-BUSINESS TECHNOLOGIES AND
BUSINESS MODELS TO SCALE
C 235
Both technologies and business models are important
considerations when entering the smallholder market.
Agribusinesses are faced with the challenge of introducing,
adapting, and distributing technologies that are needed to
improve the productivity and profitability of smallholder
agriculture. Come and hear panelists discuss how their
unique business models and technologies are disrupting the
“agbiz as usual” model, bringing markets closer to producers,
empowering buyers and sellers, and creating stronger systems
that improve smallholder farmers’ lives.
Janet Lawson / U.S. Agency for International Development
(USAID)
Beth Mitcham / Feed the Future Innovation Lab for
Horticulture
Fredric Kawalewale / Agri Inputs Suppliers Limited
Helen Davies / Futurepump
Stephanie Angomwile / Stewards Globe
Soumitra Mishra / Claro Energy Private Limited
9:45 - 10:45 AM / PARALLEL SESSIONS
THE FUTURE OF CAPITALISM
Cowell Theater Mainstage
From climate change to gun violence, from rising populism to
SCHEDULE
millennial activism - corporations, investors, and capitalists of
every stripe are being asked to account for the role of capital
in the global social order. But are we at an inflection point or
a breaking point? Panelists will discuss how impact investing
will reshape our political economy, and what this means for
investors, asset managers, businesses, entrepreneurs, and
citizens around the world.
Fran Seegull / U.S. Impact Investing Alliance
Andrea Armeni / Transform Finance
Shuaib Siddiqui / Surdna Foundation
WHY INVESTING IN FOOD WASTE MEANS INVESTING IN
FOOD EQUITY
Southside Theater
Fighting food waste is good business and good for the
environment, and there’s another critical benefit: food
security. Every year, we waste 40% of food, yet 1 in 8
Americans remain food insecure. Improving food security
means efficiently and effectively using the food we already
produce. Join ReFED to discuss how accelerating the right
models and tools can double food recovery and set us on the
path to cut food waste in half by 2030.
Alexandria Coari / ReFED
Maen Mahfoud / Replate
Hannah Semler / Whole Crops
Rebeckah Piotrowski / City Harvest
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OCT. 24 please refer to Pathable: socap19.pathable.com
RACIAL DIVERSITY IN REAL ESTATE – IMPROVING A
LAGGING SECTOR
Gallery 308
The $15 trillion U.S. Commercial Real Estate sector, has
historically been less diverse than the nation, and has
trailed other business segments in creating leadership and
ownership opportunities for people of color. This panel will
discuss the ways in which industry actors are working to
intentionally address privilege and exclusion. Beyond social
justice arguments, we will explore the economic benefits
of having a more diverse sector, and why investors should
demand results in this area.
Reuben Teague / Prudential Financial
Daryl J. Carter / Avanath Capital Management, LLC
David Bramble / Yard 56
James Wahls / The Annie E. Casey Foundation
Pamela M. West / Nuveen
PUTTING IMPACT AT THE CENTER OF DUE DILIGENCE:
HOW INVESTORS SYSTEMATICALLY EXAMINE EXPECTED
IMPACT
Southside Theater
Most impact investors measure impact after an investment
is made, but what if more investors systematically assessed
impact prior to committing capital? Would impact investing
better fulfill its promise of delivering meaningful benefits
to people and planet? In this panel, hear from investors
who are using impact due diligence to make more effective
investments. Panelists will discuss their impact due diligence
approaches, best practices identified in PCV’s research, IRIS+,
the IMP, and other resources.
Tom Woelfel / Pacific Community Ventures
Belissa Rojas / IDB Invest
Catherine Dun Rappaport / BlueHub Capital
Leticia Emme / Global Impact Investing Network
Shu Dar Yao / RSF Social Finance
BRINGING THE EQUALITY FUND TO LIFE: CREATING A
GLOBAL GENDER-LENS MOVEMENT
BATS! Theater
Launched in June 2019 with a $300,000,000 investment by the
Government of Canada, the Equality Fund is a groundbreaking
collaboration that will revolutionize how, where and by
whom money is invested and then deployed – and move
capital in ways that shifts power, creates systemic impact
and yields significant returns. Join us to learn more about
this innovative partnership, and what we can all do to create
cohesive gender lens investment movements.
Rehana Nathoo / Spectrum Impact
Brandon Lee / Consul General of Canada to the Pacific
Northwest
Jessica Houssain / Equality Fund
Catherine Godschalk / Calvert Impact Capital
Lindsay Patrick / Royal Bank of Canada
56
THE “NUTS AND BOLTS” OF NATIVE AMERICAN
INDIGENOUS INVESTING IN THE U.S.
SFAI Seminar 2
A Native American Investment Banker and Native American
Attorney walked into a bar... to talk about the Nut and Bolts
of Tribal Finance and the intersection with impact investing.
This fireside chat will feature stories and case studies from
the forefront of Native American transactions and a view of
how tribal economic development is and can intersect with
impact investing.
Valerie Red-Horse Mohl / Social Venture Circle
Heather Thompson / Greenberg Traurig LLP
OPPORTUNITY ZONES AND SOCIAL DETERMINANTS OF
HEALTH
SFMOMA Artists Gallery
Much of the attention around Opportunity Zones has
centered on real estate. However, many businesses are
using this benefit to address social determinants of health,
including food deserts, education, and renewable energy.
These developments operate within the spirit of the incentive
and have potential for significant financial and social returns.
This session will challenge premature stereotypes around
OZs and showcase how they can be leveraged to improve the
pulse of social impact: health of populations served.
George Ashton / Local Initiatives Support Corporation (LISC)
Andy McMahon / UnitedHealthcare
Trine Tsouderos / PwC Health Research Institute
BLENDED FINANCE 2.0 - INCREASING ACCOUNTABILITY
TO INCREASE IMPACT
Big Top Tent
Increased transparency is an essential step toward improving
the coordination, accountability, and effectiveness of blended
finance. Yet, the field faces misapprehensions regarding what
and how information should be disclosed and why reporting
standards differ across investor types - from Family offices to
Foundations and Development Finance Institutions. During
this interactive session, participants will be challenged
to ask themselves: What is holding us back from greater
transparency, and what are we willing to do differently in
order to achieve greater impact?
Joan Larrea / Convergence Finance
Catherine Pax / Open Society Foundations
Jaime García Alba / IDB Invest
Sarah Alexander / Blue Haven Initiative
10:00 - 11:15 AM / PARALLEL SESSIONS
DECONSTRUCTING IMPACT JARGON: A WORKSHOP ON
SOCIAL ENTERPRISE LEGAL STRUCTURE
Gallery Tent
The impact investing space has its fair share of legal jargon: B
corps, benefit corporations, PBCs, 501(c)(3)s, SPCs, LLCs, L3Cs,
hybrids, tandems, etc. In this interactive workshop, attorneys
will provide an overview of the various social enterprise legal
structures available and discuss why corporate form matters
for mission-driven organizations. Participants will then
workshop case studies to understand how corporate structure
can be another tool to embed impact into deals.
Jen Barnette / Cooley
Joel Beck-Coon / Humanity United
Aviva Aminova / Omidyar Network
Sushil Jacob / Lawyers’ Committee for Civil Rights / Tuttle
Law Group
Alina Ball / UC Hastings Social Enterprise and Economic
Empowerment Clinic
INCREASING THE CLIMATE RESILIENCE OF
SMALLHOLDER AGRICULTURE
C 205
Globally, millions of smallholder farmers need to increase
their resilience to climate impacts on crops, such as drought,
increased rainfall, and higher temperatures. Adaptation
actions include irrigating, incorporating shade trees, and
replanting with climate-resilient varieties. In Indonesia,
Winrock and IDH are working with commodity companies to
make financing available for smallholder climate resilience
investments. Attendees will learn about climate risk mapping,
the importance of considering future climate scenarios when
screening investments, and models for investment in climate-
resilient smallholder agriculture.
Jennifer Holthaus / Winrock International
Anmol Vanamali / Winrock International
Zulfitra Augusta / IDH Sustainable Trade
DIGITAL TRANSFORMATION: WHY IT’S HARD AND WHAT
WE’VE LEARNED ABOUT IT’S SUCCESS
C 210
The service delivery model for international development
has been around for decades, but we all - organizations,
funders, conveners, and beneficiaries - have an opportunity
to impact more lives, more efficiently. Digital is a part
of that transformation but it’s a means, not an end. Long
term, sustainable change requires organizations to build
the capacity for constant adaptation. Hear from complex
organizations across sectors who have embraced digital
transformation - and learned a lot in the process.
Katie Hallaran / Pact
Roshen Sethna / Exygy
Jay Nath / City Innovate
David Steuer / UCSF Medical Center
USING INNOVATIVE TRAINING TO EMPOWER WOMEN
AND PEOPLE OF COLOR TO BE ENTREPRENEURIAL
LEADERS
C 230
As America becomes increasingly aware of social injustice
and systemic racism, we’re left with one overarching question:
How do we fix it? This session explores the role knowledge
and skill-based entrepreneurial training play as a corrective
action for historically under-served communities. Using
successful examples from Momentum and Delta I-Fund,
we’ll discuss how entrepreneurial training for under-served
communities leads to community and economic development
for any region; proving diversity and inclusion isn’t goodwill,
it’s good business.
Chauncey Pettis / Arkansas Women’s Business Center
Director
Amy Hopper / Delta I-Fund Winrock International
Darrin Williams / Southern Bancorp, Inc.
ACHIEVING IMPACT THROUGH (AND WITH)
INDIGENOUS COMMUNITIES
C 235
Indigenous ways of knowing and being hold untapped
potential for impact. Not only is their potential within
their own communities, but also for mainstream national
economies and globally for the successful achievement of
the Sustainable Development Goals. Indigenous Communities
need to become vital strategic partners in order to achieve
a better collective future for all. This panel will focus on
partnership models, instruments, and opportunities for
engagement with a particular focus on the Reconciliation
Economy that is emerging in Canada.
Jeff Cyr / Raven Indigenous Capital Partners
Jace Meyer / Shopify
Michele Young-Crook / NATOA
SCHEDULE
Lawrence Lewis / OneFeather
11:00 - 12:00 PM / PARALLEL SESSIONS
HOW INVESTORS & ACTIVISTS CAN WORK TOGETHER TO
TAKE DOWN THE PRIVATE PRISONS BEHIND FAMILY
DETENTION
Cowell Theater Mainstage
Private prisons have been a major force behind both mass
incarceration and family detention, with over 70% of detained
immigrants held in for-profit facilities. This year, while many
people got mad about family detention, some investors
and activists got even — convincing eight major banks to
stop lending to the private prison industry. Come learn how
activists, athletes, and investors can work together effectively
on this and other social justice issues.
Morgan Simon / Candide Group
Jasmine Rashid / Real Money Moves
Derrick Morgan / NFL Veteran and Impact Investor
Matt Nelson / Presente.org
Xochitl Oseguera / MamásConPoder
PEOPLE AS POLICY: INVESTING IN STATE & LOCAL
OPPORTUNITY ZONE “DEAL JOCKEYS”
Firehouse
Up to $6 trillion in sidelined capital could move into
distressed communities in the next decade. Rapid training,
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OCT. 24 please refer to Pathable: socap19.pathable.com
deployment, and support of Opportunity Zone “deal jockeys”
is needed to help localities prepare for this investment.
Deal jockeys are cross-sectoral specialists who understand
finance, social capital, collaboration, and disruption. Now
being tested in a few places, this model could emerge as a
critical accelerant for future community impact, equitable
development, and silo-breaking for years to come.
Dan Carol / Milken Institute
Ann Rogan / Office of Stockton Mayor Michael Tubbs
Alex Flachsbart / Opportunity Alabama
Otis Rolley / Rockefeller Foundation
THE NEW MOVEMENT OF FINANCIAL ACTIVISTS:
ACTIVATING CAPITAL & COURAGEOUS LEADERSHIP TO
EFFECT SYSTEMIC CHANGE
Gallery 308
Join this session to hear new strategies and ideas from
financial activists who are deploying diverse forms of capital
– both financial and social — in bold, complex, and creative
ways. Learn what it will take to address climate change and
economic injustice from visionary leaders paving the way for
lasting social change.
Deb Nelson / RSF Social Finance
Akaya Windwood / WiseBridge
Joel Solomon / Renewal Partners
Nwamaka Agbo / Nwamaka Agbo Consulting
DIGITAL STORYTELLING FOR GOOD: HOW TO LEVERAGE
FILM AND VIDEO TO ENLIGHTEN AND ACTIVATE
Southside Theater
Accelerate your mission by leveraging your digital platform.
Social impact organizations and initiatives are finding
innovative ways to leverage video and film to engage
audiences to take action. As the cost of video production and
distribution has dropped, it has opened up a new channel
reaching audiences for social enterprises.What are the best
practices for organizations wanting to leverage storytelling
across digital platforms? Leading practitioners will share
what works, and what doesn’t.
Angie Mertens / One World
Natasha Deganello Giraudie / Micro-Documentaries
Suzy Starke German / LUNAFEST/ClifBar
Lynn Johnson / Spotlight: Girls
GETTING REAL FOR REAL IMPACT
BATS! Theater
While surveys point to rapid growth of dollars invested
for impact, what portion of those dollars are delivering
meaningful change on the ground? Institutional investors
seek quantified risk and returns, multi-year track records,
and large ticket sizes. Yet, delivering impact often requires
developing new models in unknown markets, as we see that
impact investments are frequently addressing market failures
or monetizing new assets. Can you be an impact investor if
you aren’t willing to take on risk?
Charlotte Kaiser / NatureVest
58
Peter Kelly / Goldman Sachs
Debra Schwartz / The John D. and Catherine T. MacArthur
Foundation
BEFORE AND AFTER: USING CLIENT DATA TO MAXIMIZE
COMPANY & FUND PERFORMANCE
SFAI Seminar 2
Impact measurement is often seen as a costly, burdensome
and compliance-oriented activity. What would it look like
if impact measurement meant real value and improving
performance – both social and financial—for both funds and
their underlying portfolio companies? In this panel, we’ll
discuss how 60 Decibels’ Lean Data approach is applied to
drive performance and provide the data needed to align risk,
return, and impact expectations.
Sasha Dichter / 60 Decibels
Tara Murphy Forde / Global Partnerships
Greg Neichin / Ceniarth LLC
Carl Jensen / Good Nature Agro
CATALYTIC CAPITAL: SCIENCE AND ENGINEERING
INNOVATION IS A CRITICAL AND UNDER-PULLED LEVER
SFMOMA Artists Gallery
A profound capital gap persists for early stage, science-based
companies with promising solutions to social problems.
Catalytic capital is the right fit for addressing this need,
with its ability to accept disproportionate risk, longer-time
horizons and an impact-first lens. This panel will feature
speakers that have successfully mobilized catalytic capital
into investment transactions that advance science as a
primary driver of social advancement, sharing their lessons
learned and vision for the future.
Sarah Kearney / Prime Coalition
Ryan Macpherson / Autodesk Foundation
Ilan Gur / Cyclotron Road
Sarah Richardson / MicroByre
FARMERS FIRST: DESIGNING WITH AND FOR RURAL
COMMUNITIES
Big Top Tent
How might we tailor solutions to the lives of rural
households? What are their unique circumstances and
opportunities? How does applying a participative process
change the way organizations approach and deliver
solutions? Join a dynamic discussion between international
design firm IDEO.org and leading organizations working with
rural communities at scale. We’ll share our perspectives on
design and bring them to life with examples and experiences.
Active participation by attendees is encouraged!
Luan Nio / IDEO.org
John Stephens / The BOMA Project
Ajaita Shah / Frontier Markets
Daniel Quinn / Digital Green
Becca Wammack / One Acre Fund
Claire Rhodes / Producers Direct
 11:30 - 12:45 PM / PARALLEL SESSIONS
WALKING A MILE IN THEIR SHOES: AN EXPERIENTIAL
NETWORKING GAME AROUND FINANCIAL INCLUSION
AND RESOURCE ACCESS
Gallery Tent
This session will explore the themes of inequality, privilege,
and financial exclusion through an interactive networking
game of working together and trading resources. We’ll
explain the rules and set everyone loose for 20-minutes
of fast-paced action. Afterwards, we’ll debrief and discuss
our shared experience. Join us for this fun and engaging
session where you’ll make new friends and learn something
as well! (Note: please arrive within the first five minutes to
participate)
Danielle Burns / CNote
Jenna Nicholas / Impact Experience
Becca Shepherd / Tides
RESTORING DIGNITY AT SCALE: EVIDENCE-BASED
SOLUTIONS TO HOMELESSNESS
C 205
Communities across the U.S. are facing ongoing crises of
increasing inequality and homelessness. In order to solve this
problem, we require collaboration and leadership from civil
society, funders, and policymakers to work together to scale
up proven solutions to homelessness. Join a lively, facilitated
discussion with panelists making a difference at scale to
restore dignity to those experiencing homelessness. Panelists
will share experiences developing, scaling, and funding their
innovative solutions.
Afira DeVries / Spring Impact
Doniece Sandoval / Lava Mae
Dana Bainbridge / Recovery Café San Jose
Lindsey Padjen / Peery Foundation
Chris Richardson / Downtown Streets Team
FUNDING INDIGENOUS POLITICAL ENGAGEMENT TO
RESPOND TO THE CLIMATE CRISIS
C 210
Indigenous Peoples have long spoken of the repercussions of
colonial-capitalism, the root cause of institutionalized racism,
misogyny, and environmental collapse. With the climate
crisis unfolding, there has never been a more crucial time to
fund Indigenous political engagement efforts. Participants
will receive a brief history on Indigenous political grassroots
organizing and current GOTV efforts, PACs, and campaigns-
all to dismantle colonial institutions and replace them with
Indigenous practices that work in synchronicity with the land.
Christine Nobiss, Plains Cree-Saulteaux / Seeding
Sovereignty
Mahrinah von Schlegel, Tewa / Digital Future PAC
Mellor Willie, Navajo / 7Gen Leaders
SPEAKING TO DIVERSE AUDIENCES IN AN AUTHENTIC
VOICE
230 C
This session will explore the various ways that commercial
brands and retailers can utilize digital and physical
experiential design to engage people of color and others
who feel left out of the conversation. Gaining deeper insight
into their desires through data and engagement creates
opportunities to deliver unique products, services, and
experiences. Panelists will share the potential to connect to a
more diverse audience of consumers by communicating with
authentic voice and perspective.
Sam Seidel / Institute of Design at Stanford
Isaac Ewell / Onehunted
Fanon Che Wilkins / Doshisha University
WHEN EQUITY IS A BAD FIT: THE YOUTH EMPLOYMENT
CHALLENGE AND BLENDED FINANCE
C 235
Equity investments can be a great fit for businesses that have
a clear path to scale and exit. However, for some sectors
like youth employment, equity is a square peg in a round
hole. Organizations in this sector are struggling to scale, and
investors carry some of the blame. This panel will engage
investors and entrepreneurs in a discussion about how
blended finance investments could better help emerging
youth employment enterprises grow.
Allie Burns / Village Capital
SCHEDULE
Scott Onder / Mercy Corps Ventures
Craig Heintzman / Arifu
Misan Rewane / West Africa Vocational Education (WAVE)
12:00 - 2:00 PM
LUNCH
Festival Pavilion
12:15 - 1:15 PM / PARALLEL SESSIONS
REFUGEE LENS INVESTING
Firehouse
At SOCAP18, the Refugee Investment Network (RIN) laid out
the case for building a new and robust investment framework
for refugee lens investing in its landscape report, Paradigm
Shift. This panel will discuss how both refugees lens investing
and RIN’s network are being deployed, holistically, in Mexico
and across emerging markets. Panelists will discuss reducing
risk, blending finance, forming new partnerships, creating
durable returns, and scaling impact to mitigate the global
refugee crisis.
John Kluge / Refugee Investment Network
Toni Estevadeordal / Inter-American Development Bank
Christine Mahoney / University of Virginia Frank Batten
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OCT. 24 please refer to Pathable: socap19.pathable.com
School of Leadership and Public Policy
John Morris / 17 Asset Management
Bert van der Vaart / SEAF
David Bohigian / OPIC
LET’S MAKE A DEAL: STRUCTURING BLENDED FINANCE
DEALS FOR IMPACT
Southside Theater
This session will explore various blended finance deal
structures and how they can be implemented to maximize
impact. We’ll also discuss fund managers who have launched
pure commercial funds, but subsequently introduced blended
funds to simultaneously scale up and deepen impact. Finally,
we’ll look into how blended finance enabled these fund
managers to reset their strategies and invest in earlier-stage
and riskier ventures.
Joan Larrea / Convergence Finance
Shilpa Patel / ClimateWorks Foundation
Shruti Chandrasekhar / International Finance Corporation
(IFC)
Amy Wang / PG Impact Investments
MaryKate Bullen / New Forests
THE FUTURE OF WORK — OPPORTUNITY YOUTH AT
THE CENTER
BATS! Theater
More than 350 million youth across the globe are neither
working nor in school, with 4.6 million in the United States
alone. In the face of potential economic and social upheaval,
developed and emerging countries are struggling to create
viable employment pathways for young people. Businesses
and training programs are creating innovative solutions. Hear
directly from investors and training programs, and hear why
Prudential is committing $180M to prepare this untapped
future workforce.
Sarah Keh / Prudential Financial
Stephen Yadzinski / JFFLabs
Emily Schaffer / Year Up Bay Area
Vinit Sukhija / Learn Capitla
2020’S $7 BILLION MARKET: TECHNOLOGY
INNOVATIONS FOR STRENGTHENING PARTICIPATION IN
OUR DEMOCRACY
SFAI Seminar 2
$7B will be spent on electing the next U.S. President and
filling the thousands of local offices up for election in 2020.
To address this demand, new companies and organizations
have launched in the past few years that are charting a path
towards expanding participation in democracy and providing
investor returns. This panel, featuring political tech startups
and impact investors, will discuss the opportunities to invest
in democracy.
Julie Menter / New Media Ventures
Jackie Mahendra / Luminate
Allen Kramer / MobilizeAmerica
Shomik Dutta / Higher Ground Labs
60
Alex Niemczewski / BallotReady
Marisa Franco / Mijente
INVESTING IN INDIGENOUS COMMUNITIES TO PROTECT
THE ENVIRONMENT
SFMOMA Artists Gallery
Indigenous communities living in natural areas that extractive
industries seek to exploit for greater profits are the first ones
affected by climate change. This panel will explore innovative
financing approaches that support indigenous communities
with securing vital ecosystems and ensure their input in
the current paradigm. We will explore the role of capital
in sustainable development, governance models that are
inclusive of indigenous communities, and innovative social
enterprises that work at the intersection of conservation and
livelihoods.
Teresa Dunbar / Swift Foundation
Crystal Echo Hawk, Pawnee Nation of Oklahoma / Echo
Hawk Consulting
Nicole Etchart / NESsT
David Rothschild / Nia Tero
THE QUEST FOR DATA TRANSPARENCY - A FISHBOWL
DESIGN SESSION
Big Top Tent
Investors continue to demand greater transparency
around the impact of their investments. In this session, Regen
Network and Indigenous Clothing will actively map out
and design the strategy and technical components of data
transparency in the age of blockchain and real-time data
sensors. The collaboration aims to develop tools that can be
used broadly for the auditability of social and environmental
claims, allowing investors, consumers, and regulators to
understand what’s happening behind the scenes.
Christian Shearer / Regen Network
Daniel Swid / Regen Network
Scott Leonard / INDIGENOUS Organic + Fair Trade Fashion
Matt Reynolds / INDIGENOUS Organic + Fair Trade Fashion
Kanyon Sayers-Roods / Kanyon Konsulting
1:00 - 2:15 PM / PARALLEL SESSIONS
THE BEST IMPACT STORY YOU’VE NEVER HEARD:
INVESTING IN WATER
Gallery Tent
This panel will demystify the pitfalls, opportunities and
impact of investing in water, from private equity & real
assets to venture funding and philanthropy. With a panel of 4
renowned sector experts we will look at all elements of the
capital stack, and where impact investors can lend a hand.
The great thing about investing in water is that every water
investment is an impact investment. Let’s dig in to the story
you haven’t heard.
Kelly Trott / Imagine H2O
Nicole Neeman Brady / Renewable Resources Group
Emily Landsburg / Ultra Capital
Jeff Green / Rusheen Capital Management
CREATING BLACK PATHWAYS: CLOSING THE RACIAL
WEALTH GAP THROUGH TECH, EDUCATION, AND
FINANCIAL SOLUTIONS
C 205
Despite the magnificent strides African American’s have
made, there is still a tremendous amount of progress that
needs to be done as it pertains to the racial wealth gap.
With an emphasis on finding solutions and creating career
opportunities, these 4 change makers will discuss their work
to end mass-incarceration, increase literacy, end police
violence, and build financial sustainment through venture
capitalism.
Brandon D. Anderson / Raheem.AI
Amber Scott / Leap Year
Tanay Tatum / FreeCap
Hadiyah Mujhid / HBCUvc
CONSCIOUS COUPLING: ENSURING TECH DOES NOT
UNDERMINE INCLUSION
C 210
Digital innovation has revolutionized the financial services
landscape in emerging markets and has made it possible to
reach previously underserved populations. However, while
tech innovation is booming, it is easy to lose sight of the real
value offered to customers and the impact on their lives. Join
this discussion as industry innovators share their insights on
designing scalable solutions for underserved populations
and how to assess the “inclusiveness” potential of emerging
business models.
Maelis Carraro / BFA
Monica Saccarelli / Diin
Ham Serunjogi / Chipper Cash
Alex Lazarow / Cathay Innovation
Camilla Nestor / MIX
IMPACT JOURNEYS FROM SOUTH AMERICA: GETTING
INTO ACTION
C 230
This session is a tribute to getting into action. The world
needs people who start the change, who dare to put
themselves on the line, who are okay with failing, and who
ignite the spark by showing the way. We present 3 stories of
action in the challenging context of South America - their
struggles, their successes, their learnings, and their actions.
We invite you to share your social war stories from South
America too, and celebrate your action.
Michiel Elich / Enviu
Matias Pavez Busch / Enviu
Paola Urrea / MGC
Stef van Dongen / Pioneers of Our Time
INVESTING IN SOCIALLY RESPONSIBLE ARTISANAL &
SMALL SCALE GOLD MINING (ASGM)
C 235
Artisanal & Small Scale Gold Mining (ASGM) is a source of
employment for 10-20 million miners in over 80 countries
and produces roughly 20% of the world’s gold ($20 billion/
year). ASGM is now broadly recognized as an important
development opportunity for rural communities, meeting at
least 10 of the UN SDGs. This session will provide industry
background, an overview of new developments in responsible
ASGM, and explore the social investment potential moving
forward.
Brad Van Den Bussche / Artisanal Gold Council
Kevin Telmer / Artisanal Gold Council
Susan Keane / Natural Resources Defense Council (NRDC)
Jennifer Peyser / RESOLVE
Eduard Cornew / Mwamba Mining LTD
Marijke Agwense / IAMGOLD, Rosebel Gold Mines N.V.
1:30 - 2:30 PM / PARALLEL SESSIONS
THE PATH TO IMPACT IN LATAM: VIEWS AND
APPROACHES FROM LOCAL INVESTORS
Cowell Theater Mainstage
In this panel, a group of Latin American investors from
across the spectrum of asset allocators will share their
respective impact investing paths. From corporate investors
SCHEDULE
to institutional, family offices to development finance
institutions, each panelist will discuss the challenges faced
in their journey to impact investing. They will also discuss
investment opportunities for Latin America’s rapidly maturing
impact investing ecosystem.
Ana Laura Fernández / Fondo de Fondos
Tania Dib Rodríguez / Grupo Bimbo
Julian Farah / Spruceview Capital Partners
Fernanda Luksic / Mosaico Ventures
BEING BOLD ON RISK
Firehouse
Whether making investments, grants, or business decisions,
there are always risks to be considered and calculated bets to
be placed. Hear from the leaders of a corporate foundation
and private foundation who have been making grants and
impact investments with a bold approach to risk for many
years in an honest discussion of what has been learned from
failures and where those risks have paid off in fueling greater
impact.
Joe Speicher / Autodesk Foundation
Kevin Starr / Mulago Foundation
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 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com
DIVIDE, CONQUER AND COLLABORATE: THE CASE FOR
CROSS-SECTORAL OUTCOMES-BASED FUNDING
Gallery 308
The way we find, train, and retain talent is rapidly evolving,
yet we know little about which programs and practices
are effective. This is the allure of outcomes-based funding:
paying only for things that work. This panel will discuss
an interlocking set of tools, from Social Impact Bonds
(governments paying for achievement of policy goals), to
Career Impact Bonds (learners paying for increased earnings)
to Employer Impact Bonds (companies paying for better
retention and advancement).
Isabelle Hau / Omidyar Network
Sarah Keh / Prudential Financial
Justin Steele / Google.org
Stuart Andreason / Federal Reserve Bank of Atlanta
GETTING YOUR MONEY BACK: STRUCTURING FUNDS
FOR THE CIRCULAR FLOW OF CAPITAL
Southside Theater
To be successful, impact investment fund models must be
structured appropriately for the markets in which they
operate and the types of investments that they make. The
funds must also be designed for liquidity and exits upfront.
This panel explores innovative market and investment
appropriate fund models that maximize the opportunity for
investors to achieve liquidity and exits.
Laurie Spengler / Enclude Capital
David Dobrowolski / Solon Capital Partners
Aaron Bourke / Reed Smith
Virgilio Barco / Acumen
TALENT MATCHING OF THE FUTURE
BATS! Theater
As work changes, talent will meet opportunity in new ways.
This is especially true in markets with skyrocketing youth
workforces, like Africa and Asia. Traditional job boards are
giving way to next-generation talent matching platforms
that leverage data and tech to enable job matching at scale,
in addition to upskilling, professional development and
even cross-border work. How can these new models unlock
professional potential at scales never before seen, and what
might hold them back?
Paul Breloff /Shortlist
Paul Rivera / Kalibrr
Mary Hayes / Workbay
SUPPORT FOR THE SUPPORTERS: BEST PRACTICES FOR
INCUBATORS AND ACCELERATORS IN AFRICA
SFAI Seminar 2
With more than 500 incubators and accelerators on the
continent of Africa, these support organizations play a crucial
role in helping African small and midsize enterprises (SMEs)
grow and scale. This panel will explore best practices for
running an effective intermediary organization in Africa.
Panelists include investors working to provide support and
62
build pipeline, with lessons taken from Village Capital’s new
playbook, “Unlocking Pipeline: A Playbook for Entrepreneur
Support in Africa”.
Allie Burns / Village Capital
Scott Onder / Mercy Corps Ventures
CK Japheth / Innovation Village
INVESTING IN FRONTIER MARKETS
SFMOMA Artists Gallery
One of the primary challenges for investors in frontier
markets is figuring out how and when to take the risks
necessary to allow innovative small ideas to grow into impact
at scale. This session will explore lessons learned from the
Open Society Foundation’s impact investment arm, SEDF,
about their use of patient, early stage venture capital to
deliver both financial and social returns. Their investment in
Aspada will be used as a case study.
Sean Hinton / Open Society Foundations
Thomas Hyland / Aspada Investment Advisors
Yasemin Lamy / CDC Group Inc.
Uma Sekar / Capria
INCLUSIVE OPPORTUNITY ZONE INVESTMENTS FOR
COMMUNITY DEVELOPMENT
Big Top Tent
With billions of dollars expected to flow into opportunity
zones, the most important question is: Who will benefit?
This workshop will provide a technical overview of the
Opportunity Zone program, explore how it could intersect
with inclusive impact investment, and describe initiatives. We
will look at workforce housing, grass-roots social enterprise
incubation, and community economic development through
locally-owned qualified opportunity zone businesses.
Jerome Garciano / Robinson & Cole LLP
Tina Castro / Avivar Capital
Cort Gross / JP Morgan Chase Community Development
Bank
2:30 - 3:45 PM / PARALLEL SESSIONS
PHILOSOPHY SALON: A DEEP IMPACT ECONOMY
Gallery Tent
Salon: a gathering of people in the home of an inspiring host,
linked to literature, art, or discussion. The next best thing is
a Salon at SOCAP. This salon will discuss the fledgling deep
impact economy. “Deep impact investing is not an intellectual
exercise nor can it be legislated. It is an expression of human
consciousness. Impact investing without the heart is an
intellectual exercise that will not lead to deep impact,” says
Charly Kleissner.
Charly Kleissner / Toniic
Danny Almagor / Small Giants
Orit Vaknin / Beyond Family Office
 REALIZING THE POTENTIAL OF RESULTS-BASED
FINANCING
C 205
Results-Based Financing (RBF) seeks to align funding,
implementation, and social impact, and the early results have
been mostly promising. However, poorly-designed projects
risk wasting time and money while perversely incentivizing
organizations away from more impactful activities. Our panel
of investors, outcome payers, implementers, and evaluators
will discuss the most important questions facing this space,
including how to ensure that RBF models fulfill their promise
to direct money to programs that improve lives.
Kate Sturla / IDinsight
Caroline Bernadi / Village Enterprise
Sietse Wouters / UBS Optimus Foundation
Priya Sharma / U.S. Agency for International Development
(USAID)
WE WANT TO ALIGN OUR INVESTING WITH OUR
VALUES. TELL ME HOW?!
C 210
Many institutions, particularly faith-based and philanthropic
institutions, used to keep their assets and endowments
separate from the money they use to fund their mission.
Now, enlightened institutions are asking for their values
to be reflected in their portfolios, beyond divestment to
investing for good. This resource rich session will present a
methodology to help groups determine the steps of investing
in their values. Learn from the unique perspectives of these
industry leaders.
Rosa Lee Harden / Co-Founder, SOCAP
Rebecca Brooks / Merrill Lynch
Mark Sampson / Matryoshka Haus
INVESTING IN FOOD SOVEREIGNTY: NATIVE FOOD
ENTERPRISES FOR HEALTH AND WEALTH IN INDIAN
COUNTRY
C 235
Food sovereignty – the right of Native peoples to have food
that is healthy, culturally appropriate, sustainably produced,
and equitably distributed – is vital in restoring Native
communities’ wellness and prosperity. Increasing investment
in Native food systems can improve health and catalyze
economic development, while providing an alternative
paradigm for non-Native communities. Join food systems
leaders as we highlight innovative, Native-led businesses,
and discuss how investing in Indian Country can bear fruit for
Native and non-Native communities alike.
Loren McArthur / Arabella Advisors
Zach Ducheneaux / Intertribal Agriculture Council
Colby Duren / Indigenous Food and Agriculture Initiative,
University of Arkansas
Crystal Echo Hawk, Pawnee Nation of Oklahoma /
IllumiNative
Andreas Hipple / Better Way Foundation
Janie Hipp / Native American Agriculture Fund
2:45 - 3:45 PM / PARALLEL SESSIONS
INDIVIDUAL ACTION AND COLLECTIVE VOICE THAT
MOVES MARKETS
Cowell Theater Mainstage
To move the needle on catalyzing and deploying large scale
capital into transformative impact investments, several
action-oriented family principals are taking individual actions
as well as using their collective voice. In this session, hear
from these leaders investing for both financial returns and
measurable social impact across asset classes, geographies,
and sectors. How are they doing this, what early wins have
they had, and what might the future look like if they are
successful?
Abigail Noble / The ImPact
Martin Hermann / BrightNight
Kristin Hull / Nia Impact Capital
Josh Cohen / The ImPact
MOVING FROM ECOSYSTEM BUILDING TO LARGE-SCALE
SOCIAL CHANGE IN LATIN AMERICA
Firehouse
Please join us for an interactive, roundtable discussion
about how DFI’s, foundations, and NGOs are strengthening
the social entrepreneurial ecosystem in Latin America. This
roundtable will explore the entrepreneurs innovating at
the forefront of social change and the investors working
SCHEDULE
diligently to support them. Our discussion will drill down on
what’s working and what’s missing from the toolkit, and how
we can collaborate to form concrete solutions to drive large-
scale social change.
David Bohigian / OPIC
Liz Diebold / Skoll Foundation
Willy Foote / Root Capital
Beth Collins / Catholic Relief Services
SAYING NO TO OPIOID MONEY IS NOT ENOUGH:
BRINGING $60 BILLION OF ARTS ORGANIZATION
ENDOWMENTS OFF THE SIDELINES FOR IMPACT INVESTING
Gallery 308
Museums have been in the news recently for declining
donations tainted by opioids and tobacco, but no one is
asking how U.S. arts organizations are investing their $60
billion in endowments. Libraries, museums, and performing
arts organizations often anchor low income communities and
many artists are warriors for social justice, so how can we get
these endowed arts organizations off the sidelines and into
impact investing?
Laura Callanan / Upstart Co-Lab
Maxwell L. Anderson / Souls Grown Deep Foundation
Philippe Gaboriau / Louvre Endowment Fund
Justina Lai / Wetherby Asset Management
Ravi Rajan / California Institute of the Arts
Tom Campbell / de Young / Fine Arts Museums of San
Francisco
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 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

DRIVING DEEPER IMPACT: THE VALUE OF THE NON-
PROFIT SOCIAL ENTERPRISE MODEL
Southside Theater
This session will explore both the advantages and challenges
of non-profit social enterprises, which live in the niche
between traditional non-profits and market-based, for-profit
social enterprises. Panelists will discuss the challenges these
organizations face in raising capital, as their revenue funding
models often don’t easily fit into the analysis frameworks of
traditional investors or even impact investors. Additionally,
they will debate whether using donor subsidies to reach
customers distorts markets or allows for greater impact.
Jessica LaBarbera / Nonprofit Finance Fund
Brian Heese / One Acre Fund
Kathy Guis / Kiva
Greg Neichin / Ceniarth LLC
Apoorv Karmakar / Village Capital
THE MULTI-ASSET CLASS IMPACT PERSPECTIVE
BATS! Theater
Hear from a range of institutional asset owners and advisors
on how they are integrating ESG and impact considerations
into investment analysis, portfolio construction, and risk
management across asset classes. Panelists will discuss
strategies to optimize returns and impact across the full
spectrum of capital, and a variety of investment vehicles.
Dimple Sahni / Anthos
Mandira Reddy / Capricorn Investment Group
Jeffrey Gitterman / Gitterman Wealth Management
Billy Nauman / Financial Times
investing requires new skills, involves taking uncomfortable
risk, and raises internal confusion. This session examines
intermediary-based approaches and partnerships that
leverage outsourced investment capacity, maintain charitable
compliance, and foster collaboration to bring impact
investing within reach.
Kate McAdams / Arabella Advisors
Alejandra Castillo / YWCA
William Towns / Benefit Chicago
Jeff Usher / Kansas Health Foundation
HOW SEEKING MARKET RATE RETURNS IS
PERPETUATING WHITE SUPREMACY
Big Top Tent
Are you ready to look at your own unexamined assumptions
around white supremacy and impact investing? We’ll host
an interactive session to explore the history of market rate
returns, how we structure investments, and how to distribute
risk and rewards between stakeholders. We’ll explore
innovative, emergent wealth-sharing structures that can
counter extractive capitalism and white supremacy. Leave
this session supported to come into deeper alignment with
your commitment to justice, equity, and collective liberation.
Ryan Honeyman / LIFT Economy
Nwamaka Agbo / Nwamaka Agbo Consulting
Kate Poole / Chordata Capital
Tiffany Brown / Chordata Capital

STAKEHOLDERS TO INVESTORS: THE NEW FUNDING

MODEL FOR NGOS AND SOCIAL ENTERPRISES
SFAI Seminar 2
Learn how the global nonprofit social enterprise, TechSoup,
flipped its funding model to raise capital, deepen community
engagement, and grow revenue. TechSoup is the first SEC-
qualified nonprofit to raise funds nationally through a
Reg A+/Tier 2 offering. Using several investment vehicles,
including a Direct Public Offering (DPO), they raised $8
million of growth capital in less than a year. A must-see
session for nonprofits and social entrepreneurs seeking new
capital-raising strategies.
Rebecca Masisak / TechSoup
John Katovich / Cutting Edge Capital
Jessamine Chin / VMware Foundation
Hayley McSpirit / Microsoft

WITHIN REACH: NEW VEHICLES THAT BRIDGE

PHILANTHROPY AND IMPACT INVESTING
SFMOMA Artists Gallery
The most cutting-edge foundations are making headlines
with billion-dollar impact investing commitments, yet these
commitments often represent less than 1% of their assets.
What is keeping them from investing more across their
charitable portfolios and endowments? For many, impact

64

4:00 - 6:00 PM
AFTERNOON PLENARY: THE NUMBERS MATTER
Cowell Theater Mainstage // Livestream in Big Top Tent
This work is often instinctual and experiential - designing
solutions from lived experience of where equity, justice,
and sustainability are lacking. But data that reveals hidden
patterns and truths, and evidence that supports what is
working are essential guideposts for directing the passion and
persistence of this field. Leading researchers and those that
have been influenced by the numbers discuss how we can
override our implicit bias and redesign a new economy that
enables everyone to thrive.
Neil Buddy Shah / IDinsight
Jennifer Eberhardt / Stanford SPARQ
Ashby Monk / Stanford Global Projects Center
Daryn Dodson / Illumen Capital
Miljana Vujosevic / Prudential
Rip Rapson / Kresge Foundation
Susan Taylor Batten / ABFE
Marjorie Kelly / Democracy Collaborative
Ted Howard / Democracy Collaborative
Oscar Perry Abello / Next City
Lynne Twist / The Soul of Money Institute
Brent Kessel / Abacus Wealth Partners
Kate Byrne / Intentional Media
6:00 - 9:30 PM
FOOD TRUCK PARTY
Outside Festival Pavilion
The Food Truck Party is a favorite SOCAP tradition you just
can’t miss! With 15 food trucks and 2 incredible bands lined
up, you can dance and dine the night away with an ocean
front view. This is our big bash of the week, and we’re pulling
out all the stops for this lively celebration of all of the
amazing work and impactful collaborations that spring from
this community.
FRIDAY
O C T . 25
7:30 AM
BREAKFAST
Festival Pavilion
YOGA
Outside of Firehouse
Join Marlon Hall for a 45-minute yoga session to start your day.
Yoga sessions will include personal anthropology meditations
that will help you remember more deeply who you are and
why you are drawn to this work. He will guide us in ease-filled
rituals of mindfulness and movement, and poetic moments of
hope that will help ground the sea sick soul made dizzy by the
winds and wooziness of social capital work.
9:00 - 10:00 AM / PARALLEL SESSIONS
WAITING FOR GOOD DOUGH
Firehouse
Recently, there has been increasing conversation around how
arts and culture contribute toward the social good. This might
seem like a new phenomenon, but there is a long history of
CDFIs, financial institutions, and philanthropy investing in arts
and cultural projects as part of their core work. Colleagues
will share their experiences with the ways that arts and
cultural projects look like other projects on the deal level,
SCHEDULE
but bring unique value adds to the outcomes produced.
Judilee Reed / William Penn Foundation
Vinitha Watson / Zoo Labs
Kim Dempsey / Housing Partnership Network
Jeremy Liu / PolicyLink
I HAVE MONEY, HOW DO I FIND MEANING?
Gallery 308
Do you feel as if you’ve lost your way in the process of doing
good work? Or you know you are supposed to do this work
but don’t know, or have forgotten, why? This session is for
you. A call to remembrance of who you are called to be, in
the midst of the good work.
Amy Butler / Public Theologian
Ed Lewis / Co-Founder of Essence Magazine
Craig Matteson / Trinity Christian College
Angie Thurston / Sacred Design Lab
FINTECH FOR AGRICULTURE: WHAT’S THE REAL
IMPACT?
Gallery Tent
There is a lot of buzz around new direct lending solutions
for farmers, particularly in East Africa. What is the tangible
impact of FinTech on finance interventions? Does finance on
its own “move the needle” and serve as a long-term, viable
business model? Come and learn about emerging models
and partnerships that bundle finance and other services for
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 FRIDAY For additional detail on all speakers, topics, and timing,
OCT. 25 please refer to Pathable: socap19.pathable.com
farmers, lower interest rates and increase the likelihood for
more scalable and commercially viable models.
Mikael Hook / Rural and Agricultural Finance Learning Lab
Christabell Makokha / Mercy Corps AgriFin Accelerate
Ami Dalal / FINCA Ventures
Benjamin Njenga / Apollo Agriculture
Carl Jensen / Good Nature Agro
THE INNOVATIVE FINANCE COALITION: BUILDING AN
ECOSYSTEM FOR SOCIAL FINANCE IN LATIN AMERICA
Southside Theater
How can Latin American countries transition from Official
Development Assistance to leveraging capital markets
for social change? This session will explore barriers and
opportunities for financing social transformation and
environmental protection in LatAm, with a focus on Colombia
and the recently launched Concordia Innovative Finance
Coalition. The panelists - representing private, public, and
academic sectors - will present and discuss innovative models
and paths forward to disrupt the status quo and efficiently
redirect resources from capital markets.
Teryn Wolfe / Measurement Matters
Luc Lapointe / TheBC.Lab
Hanne Dalmut / Concordia
Guillermo Tejeiro / Brigard Urrutia
Jacob Williams / Quadratyx
CARBON SMART BUILDING: DECARBONIZING THE BUILT
ENVIRONMENT
BATS! Theater
Worldwide, we build the equivalent of an additional New York
City every month, consuming massive amounts of building
materials. To meet climate targets, we must ultimately
eliminate the emissions from material manufacturing
(embodied carbon). We can build “carbon-negative” buildings
today. Materials such as carbon-sequestering concrete,
insulation, and carpet are already coming on-line. We must
change how construction materials are tracked and assessed
to enable innovative low-carbon and carbon-sequestering
materials to compete in the market.
Andrew Himes / Carbon Leadership Forum – University of
Washington
Frances Yang / Arup
Larry Strain / Siegel & Strain Architects
Anu Natarajan / StopWaste
Stacey Smedley / Skanska
10:15 - 11:15 AM / PARALLEL SESSIONS
IS SHARING THE ANSWER? EXPERIMENTATION IN
COMMUNITY COMMONS AND EQUITABLE ENTERPRISE
Firehouse
In a time of increasingly untenable economic inequality
and social fracturing, is sharing the answer? What are ways
we can distribute assets, including power, more evenly
66
and invigorate the commons? Join an engaging session on
codetermination, community power, and the commons.
Experimenters in arts, finance, culture, and from the future (!)
will introduce creative and collaborative economic models
based in equity and mutualism. Participants will be able to
fully engage with presenters on their ideas.
Marina Gorbis / Institute for the Future
Natalia Mount / Pro Arts Gallery & Commons
Deborah Cullinan / Yerba Buena Center for the Arts
D. Scott Nanos / Project Kalahati
Ryanaustin Dennis / Pro Arts Commons
Gunnar Lovelace / Good Money
CHANGING PERCEPTIONS ABOUT MENTAL HEALTH:
FOUNDATIONS, CELEBRITIES, INDIVIDUALS AND PETS
Gallery 308
In 2018, Kaiser Permanente partnered with the Public Good
Projects on “Action Minded”, which created complementary
behavior change campaigns that drove an 8% reduction in
mental health stigma and is now one of the most successful
mental health campaigns. “Therapy Pets” combines user-
submitted animal pictures delivering mental health messages,
with cartoons featuring celebrities like Big Boi from Outkast,
while “LikeOneAnother” invites individuals to share personal
experiences with mental health illustrating that strategic
storytelling can create change.
Phil Marineau / Former Levis Strauss & Co.
Trevor Kane / Straight To Tell
Bechara Choucair / Kaiser Foundation Health Plan, Inc.
Michael Tennant / The Public Good Projects
Joe Smyser / The Public Good Projects
ACTING ON CLIMATE CHANGE THROUGH SOCIAL
ENTREPRENEURSHIP
Gallery Tent
In recent years, the consequences of climate change have
become impossible to ignore. When the federal government
and traditional industries fail to act on climate, individual
citizens and communities feel powerless to make a real
difference in addressing climate change. However, there
is a growing movement of social entrepreneurs who are
empowering local cities and everyday citizens with solutions
to act. Hear lessons learned and strategies from the
entrepreneurs developing a wide range of inventive solutions.
Neil Yeoh / Yale University
Kelsey Skaggs / Climate Defense Project
Heather Hochrein / EVmatch
Jeffrey Neal / Loop Closing
Julia Kumari Drapkin / ISeeChange
Daniel Brown / Rust Belt Riders
ECONOMIC DEVELOPMENT AND AN INDIGENOUS LED
REGENERATIVE ECONOMY
BATS! Theater
Indigenous world views are essential to transforming the
economy beyond sustainable to regenerative. Incorporating
Indigenous ideologies and practices into corporate and
political realms offers a pathway towards building a more
regenerative economy. Come hear examples of economic
development and long-term, low cost capital provided to
Native communities nationwide building small businesses,
private sector economies and increasing generational wealth.
Alexis Bunten, Unangan (Aleut) and Yup’ik / Bioneers
Chrystel Cornelius, Ojibwa-Oneida / Oweesta Corporation
Elizabeth Gamboa, Mexica-Apache / New Mexico
Community Capital
11:30 AM - 12:30 PM / PARALLEL
SESSIONS
THE EIGHT FINANCIAL ARCHETYPES: HOW MONEY
PSYCHOLOGY AFFECTS US ALL
Firehouse
Most people have strongly held beliefs and habits
surrounding money. Formative experiences throughout
our lives develop largely unconscious biases about how
we should handle our investments, philanthropy, and
careers. This experiential workshop will illustrate how your
archetypes help or hinder your impact activities, how they
can be utilized to build more alignment among your family
or team, and how to cultivate complementary archetypes
within yourself in order to hasten progress towards your most
pressing impact goals.
Brent Kessel / Abacus Wealth Partners
LESSONS LEARNED FROM MICROFINANCE
Gallery 308
What can the impact investing community learn from the
successes and failures of one of the industry’s precursors,
microfinance? In this panel, early microfinance practitioners
will use the benefit of decades of data and experience to
provide insight into the current state of impact investing.
The discussion will cover best practices as well as potential
pitfalls, and examine the risks of the current status quo.
Geoff Davis / Cicero Impact Capital
Johanna Posada / Elevar Equity
April Rinne / April Worldwide
Monica Brand Engel / Quona Capital
Arun Sharma / International Finance Corporation (IFC)
DEMOCRACY COLLABORATIVE WORKSHOP: BUILDING
PROSPERITY FOR THE MANY, NOT THE FEW
Gallery Tent
The extractive economy we live with now is designed by the
1%, for the 1%. But there is a new economy emerging focused
on helping everyone thrive while respecting planetary
boundaries. In this interactive session, the authors of The
Making of a New Democratic Economy will dive into the
frameworks and case studies behind their compelling vision
of an equitable, ecologically sustainable alternative that
meets the essential needs of all people.
Marjorie Kelly / Democracy Collaborative
Ted Howard / Democracy Collaborative
BYPASSING BANKS & DISRUPTING MORTGAGES WITH
SOMALI IMMIGRANTS
Southside Theater
Informal savings circles finance much of the housing and
businesses development in immigrant communities. By
adapting the age-old concept of savings circles, Somalis in
Minneapolis hope to set a precedent for home-ownership that
is both culturally familiar and religiously appropriate. Islamic
finance prohibits interest-based loans, creating a major
hurdle for Muslims interested in home ownership. This panel
will feature innovators working to enact and scale this new
process of interest-free home ownership.
Kevin Jones / GatherLAB
Said Sheik-Abdi / Star Finance
Lauren Grattan / Mission Driven Finance
David Lynn / Mission Driven Finance
Jeffrey Ashe / Carsey Institute for Public Policy, University of
New Hampshire
INNOVATIONS IN FINANCING AND FUND STRUCTURES
BATS! Theater
Traditional private equity vehicles and structures are
not necessarily well-suited for investing in agriculture in
SCHEDULE
emerging markets. Alternative financing strategies – such
as evergreen funds, holding companies, structured exits or
revenue-based debt – can be well-suited for the cyclical
nature of agriculture, particularly in the early-stage space.
This panel will bring together investors using these structures,
highlight the pros and cons of different variants and
implications for structuring options, and how the products
can be matched with local working capital facilities from
commercial banks.
John Kohler / Santa Clara University
Zubeiru Salifu / AV Ventures
Allie Burns / Village Capital
Tim Rann / Mercy Corps Social Ventures
Aner Ben-Ami / Candide Group
12:00 - 1:00 PM
BOX LUNCH
Festival Pavilion
67
+ par tn er s
 BUILDING COMMUNITY
THROUGH PARTNERSHIP
For five years now, I’ve had the privilege of handling all of
our SOCAP partnerships. Over that time, I’ve seen the very
real transformation that we, as a community, can create. As
communities of people with ideas and resources come together,
the power we have to make change is palpable.

For me, the work we do each year at SOCAP has suddenly become
so much more important. Two years ago, my husband and I very
unexpectedly and happily became dads to an incredible little
boy. Overnight, I saw the world with new eyes. My greatest
responsibility is now making this world better for our son. Looking
around the Fort Mason campus this week, I see people who are
going to help make that happen. I want our son to breathe clean
air, drink clean water, see giraffes roam and whales swim. I want
him to have greater access to his dreams than I ever had. And
because of so many of you, I have hope that all those things will
happen.

We are honored to have supporters from both large and small

organizations, some with generations of experience in investing
for good and some who have just opened their doors this year.
Either way, we thank you for your dedication and commitment to
our community.

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

financial commitment. 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

70
SUCCESS PARTNERS
Bush Foundation // bushfoundation.org

The Bush Foundation invests in great ideas and the people who power them.
Archibald and Edyth Bush established the Foundation in 1953. Since its
founding, they have supported organizations and people who think bigger
and think differently about solutions to problems in their communities
through grants and strategic investments. The foundations’ investments are
based in Minnesota, North Dakota, South Dakota and the 23 Native nations
that share the same geography. They work to inspire and support creative
problem solving — within and across sectors — to make this region better for
everyone.

INVESTMENT PARTNERS
Korea International Cooperation Agency (KOICA) // koica.go.kr/koica_en/

The Korea International Cooperation Agency, also known as KOICA, is a

government agency providing bilateral Official Development Assistance
(ODA) to developing countries. With a vision to pursue global social values,
KOICA’s Creative Technology Solution (CTS) program supports start-ups which
develop technology and implement projects that will support the Sustainable
Development Goals (SDG) of developing countries.

In SOCAP19, 11 start-ups who have started their journey with innovative

technology and solutions will be open for networking. If you are interested
in innovative solutions for areas concerning water, education, health, energy
(CDM) and agriculture, don’t miss the opportunity to watch their pitches and
network with them!

PARTNERS
Prudential // prudential.com

Prudential Financial, Inc., a financial services leader, helps customers grow

and protect their wealth through life insurance, annuities, retirement-related
services, mutual funds, and investment management. Founded on the belief
that financial security should be within everyone’s reach, Prudential has
been a pioneer in impact investing and is building a $1 billion portfolio of
investments that combines both social and financial return.

The Rockefeller Foundation // rockefellerfoundation.org

The Rockefeller Foundation advances new frontiers of science, data, policy,

and innovation to solve global challenges related to health, food, power,
and economic mobility. As a science-driven philanthropy focused on building
collaborative relationships with partners and grantees, The Rockefeller
Foundation seeks to inspire and foster large-scale human impact that
promotes the well-being of humanity throughout the world by identifying and
accelerating breakthrough solutions, ideas and conversations.

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 PRESENTATION PARTNERS
John D. and Catherine T. MacArthur Foundation // macfound.org

The John D. and Catherine T. MacArthur Foundation supports creative people,

effective institutions, and influential networks building a more just, verdant,
and peaceful world. The MacArthur Foundation believes that truly significant
progress is possible on some of the world’s most pressing social challenges,
including advancing global climate solutions, decreasing nuclear risk,
promoting local justice reform in the U.S., and reducing corruption in Africa’s
most populous country, Nigeria. The Foundation also continues its historic
commitments to the role of journalism in a responsive democracy, as well as
the vitality of its headquarters city, Chicago.

W.K. Kellogg Foundation // wkkf.org

The W.K. Kellogg Foundation (WKKF), founded in 1930 as an independent,

private foundation by breakfast cereal pioneer Will Keith Kellogg, is among
the largest philanthropic foundations in the United States. Guided by the
belief that all children should have an equal opportunity to thrive, WKKF
works with communities to create conditions for vulnerable children so they
can realize their full potential in school, work, and life.

INNOVATION PARTNERS
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.

Bain Capital Double Impact // baincapitaldoubleimpact.com

Bain Capital Double Impact applies Bain Capital’s value-added approach to impact
investing by building great companies, maximizing their financial potential, and scaling
their social and environmental impact.

e180 // e180.co

e180’s mission is to unlock human greatness by helping people learn from each
other. They’re a certified B Corp that uses their flagship product “Braindate” to tap
into the collective genius at diverse gatherings worldwide and foster self-directed,
crowdsourced educational experiences that change lives. Over the past years, they’ve
transformed events into vibrant collaborative learning hubs with partners like the
Obama Foundation, Airbnb, TED, Cannes Lions and Salesforce. Most importantly, their
work is a labour of love: for helping people bloom, for the moment when something is
unlocked, the moment when you see–in front of your very eyes–a human pushing their
own limits, and reach their new state of Self.

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JB Media Group // jbmediagroupllc.com

JB Media Group is a B Corp certified, digital marketing agency dedicated to increasing

the reach and impact of mission-driven companies and organizations. They work
with clients who have a social impact story to tell, from promising startups to global
leaders. Their clients include SOCAP, B Lab, the GIIN, +Acumen, SVC, StartingBloc, and
Conscious Company Media. They offer services including marketing strategy, content
development, social media, SEO, and online advertising. JB Media can provide training
for your team or manage your marketing for you. They bring expertise, passion, and
creativity to every campaign.

Miller Center for Social Entrepreneurship // scu.edu/millercenter

The Miller Center is the largest and most successful university-based social enterprise
accelerator in the world. Their mission is to accelerate entrepreneurship to end global
poverty and protect the planet. Founded in 1997, Miller Center is one of three Centers
of Distinction at Santa Clara University, located in the heart of Silicon Valley. They
leverage this entrepreneurial spirit with the University’s Jesuit heritage of service to the
poor and protection of the planet.

Overseas Private Investment Corporation (OPIC) // opic.gov

The Overseas Private Investment Corporation (OPIC) is a self-sustaining U.S.

Government agency that promotes private-sector led development in emerging
markets. As the largest impact investor in the U.S. government, OPIC is partnering with
SOCAP to support social enterprises globally and 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.

Tides // tides.org

PARTNERS
Tides is a philanthropic partner and nonprofit accelerator dedicated to building a
world of shared prosperity and social justice. Tides works at the nexus of funders,
changemakers, and policy, with extensive impact solutions including philanthropic
giving and grant making, impact investing, fiscal sponsorship for social ventures,
collaborative workspaces, and policy initiatives. Tides’ extensive tools and know-how
give their partners the freedom to hit the ground running and drive change faster than
they can on their own.

Walton Family Foundation // waltonfamilyfoundation.org

The Walton Family Foundation is a family-led foundation. The children and

grandchildren of its founders, Sam and Helen Walton, lead the foundation and create
access to opportunity for people and communities. They work in three areas: improving
K-12 education, protecting rivers and oceans and the communities they support, and
investing in their home region of Northwest Arkansas and the Arkansas-Mississippi
Delta. In 2018, the foundation awarded more than $595 million in grants in support of
these initiatives. To learn more, visit waltonfamilyfoundation.org and follow them on
Facebook, Twitter and Instagram.

73
 PITCH PARTNERS
Big Path Capital // bigpathcapital.com

Founded in 2007, Big Path Capital advises business owners and fund managers in the impact and
sustainability sector, connecting mission-driven companies and fund managers with mission-aligned
investors. Big Path works with more sustainable and socially conscious companies and investors
than any other investment bank in the impact space. Big Path has also organized more than 50
impact investing events convening global networks of institutional investors with the expressed
goal of mainstreaming impact investing. For more information, please visit BigPathCapital.com.

Capital Impact Partners // capitalimpact.org

Capital Impact Partners believes every underserved community has the potential to be a strong,
vibrant place of opportunity. They seek to address key social and economic justice issues and help
ensure communities are built on a foundation of equity, opportunity, and inclusiveness. A nonprofit
Community Development Financial Institution, Capital Impact provides the capital and commitment
to catalyze this potential and break the barriers to success. They work with communities to create
a strong fabric of high-quality services that foster good health, job creation, economic growth, and
interconnectedness—empowering individuals to improve their lives and livelihoods.

Celo // celo.org

Celo is an open platform that makes financial tools accessible to anyone with a mobile phone. Their
mission is to build a monetary system that creates the conditions of prosperity for all. Celo believes
that, to create a truly inclusive financial system, they must begin by serving those who need it most.
To date, 39 team members have collected 92 insights through 160 1:1 interviews in 18 cities across 7
countries. They aim to build with their users, not for them. Celo was founded in 2017 and is based in
San Francisco, Berlin, Buenos Aires, and has more offices around the world.

Domini Impact Investments // domini.com

Domini Impact Investments LLC is a women-led SEC registered investment adviser specializing
exclusively in impact investing. They serve individual and institutional investors who wish to create
positive social and environmental outcomes while seeking competitive financial returns. Domini
applies social, environmental, and governance standards to all investments, believing they help
identify opportunities to provide strong financial rewards while also helping to create a more just
and sustainable economic system.

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ImpactAssets // impactassets.org

ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments
that deliver financial, social, and environmental returns. Their signature product, The Giving Fund,
an innovative donor advised fund, was created “of, by and for impact investors” to provide a flexible
solution for innovative and creative impact investing that philanthropists were seeking. Since 2010,
ImpactAssets has become the leading facilitator of direct impact investing within donor-advised
funds. The Giving Fund currently has more than $1B in assets in 1,200 donor-advised funds, working
with 350 wealth advisors across 60 financial services firms. They are also dedicated to field-building
through the ImpactAssets 50 database of private debt and equity fund managers, The ImpactAssets
Hstatandbook for Impact Investors, and the ImpactAssets Issue Brief library.

Kate Spade // katespade.com/collections/on-purpose/learn-more/

At Kate Spade New York, all women are encouraged to be the heroines of their own stories. This
philosophy applies to their customers, their employees, and the individuals who work to make
their product – many of whom are female. Kate Spade’s brand promise carries over to the way they
think about social impact and responsibility. In 2012, Kate Spade launched “on purpose”, a social
enterprise initiative that empowers women, girls and the community through supply chain. Through
their “on purpose” blended finance model, Kate Spade is able to empower women at their place of
work, as well as their families and the communities they call home.

PARTNERS
Korn Ferry - Impact Investing Center of Expertise // kornferry.com

Korn Ferry is a global organizational consulting firm. Their Impact Investing Center of Expertise is
a global market leader that brings thought leadership, experience and mission alignment to their
clients. They help clients synchronize strategy and talent to drive superior performance. Korn Ferry
works with organizations to design their structures, roles, and responsibilities. They help clients hire
the right people, as well as advise them on how to reward, develop, and motivate their people.

Korean Delegation // sites.google.com/impactsquare.com/koreandelegation

Korean Delegation is a group of 20+ social innovators from the most innovative Social Ventures
and Intermediaries in the Republic of Korea. This delegation is sponsored by Korean Ministry of
SMEs and Startups, organized by Impact Square, Korea Entrepreneurship Foundation and Korea
Technology Finance Corporation. The impact areas of social ventures broadly include: braille
literacy, women empowerment, circular economy, and sustainable livestock management.
Intermediaries include impact investors, accelerators, intermediary of SIB, foundations, corporations
and governmental organizations. With their participation in SOCAP, the Korean Delegation aims to
play a key role in bridging the global impact ecosystem and Korean impact ecosystem, contributing
to the improvement of both ecosystems.

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 Local Initiatives Support Corporation (LISC) // lisc.org

LISC is a U.S.-based CDFI that invests in impact initiatives across America. Founded by executives of
the Ford Foundation in 1979, LISC has invested $20 billion into communities, leveraging $60 billion,
supporting the creation of 400,500 affordable homes and apartments, and 66.8MM SF of retail
and community facilities since its inception. LISC’s investment companies include the Community
Development Trust, the country’s first private real estate investment trust with a public impact
purpose, National Equity Fund (NEF), the largest syndicator of LIHTC, the New Markets Support
Corporation, a national syndicator of NMTCs, and immito, which specializes in SBA 7a lending. Learn
more at www.lisc.org

Powering Agriculture // poweringag.org

Powering Agriculture: An Energy Grand Challenge for Development (PAEGC) supports the
development and deployment of clean energy innovations that increase agriculture productivity
and stimulate low carbon economic growth. Their focus is in the agricultural sector of developing
countries, with a goal of helping end extreme poverty and extreme hunger. In 2012, PAEGC was
launched by its Founding Partners -The United States Agency for International Development, the
Government of Sweden, Duke Energy Corporation, the Government of Germany, and the Overseas
Private Investment Corporation - to catalyze resources and focus attention on the lack of access by
many farmers and agribusinesses in developing countries to reliable, affordable, and clean energy.

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. They provide financial capital
in the form of grants and loans, as well as in specialized consulting services that help employment-
focused social enterprises increase their impact and grow to serve more people. REDF moves the
field forward by building partnerships, advancing public policy, creating and sharing resources, and
building the evidence base. They measure results through an investment lens by jobs created, lives
transformed, and public costs reduced.

SoProCFO // soprocfo.com

SoProCFO allows enterprises to outsource finance and accounting as an alternative to building

and maintaining an internal department. Many growing enterprises lack the people, processes,
and systems to keep up with the complexity of their business. By combining state-of-the-art
software, accredited accountants, and a fractional share of experienced Controllers and CFOs,
SoPro’s outsourced services allow clients to spend less on bookkeeping and invest more in
financial management. Clients get higher quality accounting and the financial leadership to
grow strategically while reducing their time overseeing an under-resourced, in-house finance
department. For more information contact info@soprocfo.com.

Working Capital Investment Fund // workingcapitalfund.com

Working Capital Investment Fund is an early stage venture fund that invests in scalable innovations
to meet the growing corporate demand for more transparent and ethical supply chains —
addressing the urgent need to protect vulnerable workers and source responsibly. It was created by
Humanity United, part of The Omidyar Group, a diverse collection of organizations each guided by
its own approach, but united by a common desire to catalyze social impact.

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IDEA PARTNERS
Aeris // aerisinsight.com

Since 2004, Aeris has established risk management standards for private community loan funds (CDFIs) and has
helped strengthen the development of impact measurement and management practices in the CDFI industry. In
2013, Aeris built an online platform to collect and manage the impact and financial information that supports
their deep due diligence and monitoring activities. Today, Aeris is sharing that capability with the broader
investing field: offering a highly reliable tool tailored to the unique needs of multiple users for the collection,
management, and analysis of the impact and financial data of their investments.

Avivar Capital // avivarcapital.com

Avivar Capital is a U.S. based, SEC-registered investment advisor focused on building and managing impact
investment portfolios and developing impact-driven funds on behalf of clients. Avivar assists institutional, public
and private clients in the design, development and execution of impact investing strategies and portfolios. The
firm’s professionals bring domestic and international experience to serve as investment strategists, deal and
fund structurers, asset managers, due diligence providers, coaches, trainers, market researchers, facilitators, and
evaluators. Avivar is the product of a shared vision between co-founders, Tina Castro and Lisa Richter. The firm
supports clients in moving from ideas to action on impact investment mandates across risk-return expectations,
asset classes and impact issue areas. Applying the analytical rigor of traditional investing enhanced by social
and environmental considerations, Avivar assists clients with investing to create equitable access to opportunity
in health, education, social enterprise, innovative housing, food systems, and conservation.

Blue Shield of California Foundation // blueshieldcafoundation.org

Well-being depends on much more than traditional healthcare services and crisis intervention. Blue Shield of
California Foundation is moving forward to help improve the lives of those who struggle the most in order to
create a California that is full of possibility for all. Their mission is to build lasting and equitable solutions that
end domestic violence and make California the healthiest state.

Catholic Relief Services // crs.org

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United

PARTNERS
States. The agency alleviates suffering and provides assistance to people in need in more than 100 countries,
without regard to race, religion or nationality. CRS’ relief and development work is accomplished through
programs of emergency response, HIV, health, agriculture, education, microfinance, and peacebuilding.

Cooley // cooley.com

Clients partner with Cooley on transformative deals, complex IP and regulatory matters, and high-stakes
litigation, where innovation meets the law. Cooley has 1,000+ lawyers across 15 offices in the United States, Asia
and Europe.

DAI // dai.com

DAI tackles fundamental social and economic development problems caused by inefficient markets, ineffective
governance, and instability. They work with a wide range of clients, including national and local governments,
bilateral and multilateral donors, private corporations, and philanthropies. Since 1970, they have worked in more
than 150 countries—delivering results across the spectrum of international development contexts, from stable
societies and high-growth economies to challenging environments racked by political or military conflict.

77
 First Nations Oweesta Corporation // oweesta.org

First Nations Oweesta Corporation is the only existing national Native Community Development Financial
Institution (CDFI) intermediary offering financial products and development services exclusively to Native CDFIs
and Native communities. Throughout its 20-year history, Oweesta continues to work with indigenous peoples
living in some of the most rural locations in the United States, including 68 Native CDFIs that are certified by the
United States Treasury, as well as the many start-up Native CDFIs, in 35 states. These CDFIs are grassroots lending
institutions, most often community-based loan funds, designed to serve as a bridge that connects disadvantaged
communities to the financial mainstream.

Fondo de Fondos // fondodefondos.com.mx/en

Fondo de Fondos is a specialized investment firm. Since its establishment in 2006, Fondo de Fondos has promoted
productive investment in Mexico and Latin America to catalyze the development and competitiveness of SMEs,
as well as the energy and infrastructure sectors. Fondo de Fondos has implemented a strategic plan to invest and
develop Private Equity, Venture Capital, Energy & Infrastructure, and Impact Investing funds. As an alternative
asset manager, Fund of Funds manages third-party resources with best international practices, creating unique
databases in the industry and selecting experts with a solid reputation and proven careers. Currently, it manages
investment commitments in funds for nearly $1 billion and third-party resources that have decided to rely on the
team’s experience, for another $1 billion.

Rockies Impact Fund // rockiesimpactfund.com

The Rockies Impact Fund is leading market rate investment partnerships in early stage private impact companies
that focus on the following Sustainable Development Goals - 3: Good Health and Well-Being, 4: Quality
Education, 6: Clean Water, 7: Affordable and Clean Energy, 8: Decent Work and Economic Growth, 9: Industry
Innovation and Infrastructure, and 11:Sustainable Cities and Communities. They are investing in companies
targeting market rate returns (10X/5 years) with clearly measurable impact in their mission. Since 1985, the
Rockies Venture Club, and now the Rockies Impact Fund, creates impact by investing in innovative technologies
that advance social and environmental impact.

Schwab Charitable // schwabcharitable.org

Schwab Charitable is a donor-advised fund established as a service for individual investors to help increase
their charitable giving. Since its inception in 1999, Schwab Charitable has facilitated over $10 billion in grants
to approximately 131,000 charities on behalf of its donors. Schwab Charitable serves a wide range of investors
and has been a pioneer in enabling registered investment 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.

Seeding Sovereignty // seedingsovereignty.org

Indigenous Folx growing radical change. In a time of climate crisis, Seeding Sovereignty; an Indigenous womxn-led
collective, works on behalf of the global community to shift social and environmental paradigms by dismantling
colonial institutions and replacing them with Indigenous practices created in synchronicity with the land.

78
 Sonen Capital LLC // sonencapital.com

Founded in 2011, Sonen Capital LLC is an investment management firm dedicated to providing investment
solutions that achieve competitive financial returns with lasting social and environmental impact. As such, Sonen
believes that investments which incorporate current and future environmental and social opportunities and risks
have an inherent competitive advantage and better long-term financial prospects than investments that ignore
these factors. Most recently, Sonen has partnered with Mexico City-based Fondo de Fondos to help scale and
grow Latin America’s impact investment community.

Stasher // stasherbag.com

Stasher is a women-owned business that is committed to saving what matters. It’s the first 100% plastic-free,
endlessly reusable, pure-platinum silicone bag with a patented air-tight Pinch-Loc™ seal that can safely go from
the freezer to the microwave, in the oven or boiling water, and cleans easily in the dishwasher. Stasher’s award-
winning design has been recognized by the International Housewares Association’s Global Innovation Award,
the Red Dot Design Award, Fast Company’s Innovation By Design honorable mention, and Inc. Magazine’s 7 Most
Brilliant Product Designs.

MEDIA PARTNERS

PARTNERS
NETWORK PARTNERS

Alterna European Venture Ideo Social Enterprise Alliance

Philanthropy Association
ANDE Impact Hub Baltimore Social Venture Circle
Full Circle Fund
Artemisia Impact Hub San Francisco StartingBloc
Gatherwell
Artha Networks Mission Investors Exchange Toniic
Bay Area Council Global Social Venture MIT Solve UCOT
Competition
BFI MovingWorlds Uncharted
GSG Impact Summit
CASE - Duke University New Ventures
Higher Ground Labs
Conveners One World Training
Hive
Croatan Institute SEED SPOT

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+ team
 TEAM
Since SOCAP has expanded from an annual flagship conference to a year-round events
and media platform, our team has also grown. With the expansion of our content and
programming team, we are working throughout the year to amplify the excellent
research, practice and thought leadership in this field. We strive to bring new people
into the conversation and to connect across silos to accelerate the market at the
intersection of money and meaning.

SOCAP19 is brought to you by these amazing individuals:

LINDSAY SMALLING
Chief Executive Officer

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

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 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 & Rose.
Find out more at jamiemcg.me.
CARI HANSON
Senior Content Manager
Cari returns to the SOCAP team this year to design content
and foster speaker relationships across content channels. This
includes programming for SOCAP’s newest event SPECTRUM,
SOCAP 365 and multiple SOCAP19 tracks, as well as leading
our Racial Equity content across all SOCAP events and online
media. Cari has been a content consultant since SOCAP16.
She is also 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. Outside of work,
you can find Cari on a paddle board or off exploring with her
husband, daughter and dogs.
DEBORAH AYANNA
Communications Associate
Deborah is the newest addition to the SOCAP team. She joined
us in July after volunteering at the inaugural SPECTRUM event
in Atlanta in June and has already strengthened the
communication and marketing efforts of the organization.
Deborah believes that everyone has a story that needs to be
told. It’s her calling to chronicle the impactful, inspiring, and
unheard stories of the world around her and bring them to
light. Prior to joining the SOCAP team, Deborah studied at the
illustrious Spelman College and withdrew to pursue her
entrepreneurial goals. Deborah recently moved to New York
City where she enjoys creating music and movies, spending
time with her friends, and generally being awesome!
JUSTIN BELLEME
Marketing Manager
Justin has led SOCAP’s marketing team since 2015. He is
the Founder and Director of Strategy at JB Media Group, a B
Corp certified online marketing agency based in Asheville,
North Carolina, as well as a lead instructor for the JB Media
Institute. JB Media has worked with a variety of impact sector
organizations including B Lab, the GIIN, +Acumen, BALLE,
Deltec Homes, Gaia Herbs, and Impact Hub. An organizer
of Start-up Weekend and 1 Million Cups in Asheville, Justin
is committed to supporting the start-up community and is
passionate about social entrepreneurship.
ALEX KRAVITZ
Senior Programming Associate
Alex co-hosts and produces the SOCAP podcast, Money and
Meaning, which you should immediately subscribe to, rate 5
stars, and share with friends. He also curates and coordinates
content for the SOCAP flagship and SOCAP 365 events.
Alex joined SOCAP 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. He has also
earned a BSBA from Washington University in St. Louis. `
FABIENNE BLANC
Operations Assistant
Fabienne has been the SOCAP Registrar since 2011 and is an
essential part of the SOCAP team in troubleshooting a wide
TEAM
range of attendee registration issues, managing hundreds
of partner ticket codes, and coordinating a smooth on-site
registration process for the flagship SOCAP conference and
Intentional Media’s year-round events. After studying law in
France, she moved to San Francisco to join her husband and
raise her children. She enjoys taking long walks with her dog,
hiking or skiing in the Sierra, gardening and doing genealogical
research.
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 EVENT STAFF
SARAH STERLING
Entrepreneur Coordinator
Sarah has over five years of experience working with impact
funds, accelerator programs, entrepreneurs, and nonprofit
organizations. She has worked with these groups on
developing effective impact metrics, program development
and management, social media outreach, fundraising,
and team leadership skills and training. She is currently
the Program Catalyst for Conveners.org and has been the
Scholarship Coordinator for SOCAP since 2015. She has a
Master’s in Public Administration from the Middlebury Institute
of International Studies at Monterey.
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 as a freelance
Technical Director managing AV, IT, lighting, and power needs
at convention centers and event spaces around the U.S. and
Europe. Additionally, in 2013 Casey founded Porch Party
Records in his home city of Long Beach where he releases vinyl
and cassettes of California bands.
CHERIE GROUSSET
Volunteer Program Coordinator
Cherie hails from Kaua’i, HI and has 28 years of business
operations and leadership experience. She provides financial
and organizational development consulting for social mission
organizations through her company, Conscious Business
Strategies. Cherie believes business is the most powerful force
for social change and designs and facilitates the mindful
implementation of internal sustainability practices, especially
with respect to financial flows. She has an MBA from the
University of Hawai’i at Manoa, is preparing to sit for the
CPA exam, and is a Certified Herbalist. Her current passion is
investigating the intersections of financial literacy, personal
health, food systems, and local economies.
84
VASHONE HUFF
Sponsor Associate
VaShone returns to SOCAP again this year with the Business
Development Team to support sponsors. This past June,
VaShone helped launched SOCAP’s racial equity and inclusion
convening, SPECTRUM, where she led engagement and
strategic outreach. A California native, VaShone is a strategist,
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 then worked with New Organizing Institute and George
Washington University. VaShone currently has her own
government relations and public affairs firm. She loves God,
music, writing, dancing, traveling, and spending time with her
family.
MARK LEONARDI
Production Manager
Mark, a native East Coaster, has been living in Northern
California for almost 20 years. He has spent half of his life
working in hotels and producing events nationwide. When not
producing events, Mark spends his spare time hiking, skiing,
and enjoying live music. Mark has two older children who are
just beginning their college careers.
ROSA LEE HARDEN
Co-Founder & Event Consultant
Rosa Lee was the SOCAP Producer throughout the growth of
SOCAP, from 600 people in 2008 to more than 3,000 in 2017.
She continues to guide Meaning content and advise on the
look and feel of the event. Rosa Lee is a successful serial
entrepreneur and for 25 years was an owner and publisher
of newspapers, magazines, and trade journals. She is also
an Episcopal priest who speaks and preaches on money as a
moral and ethical extension of ourselves. She and her husband
Kevin Jones, who is also a Co-Founder of SOCAP, have been
married for 45 years and are the parents of 2 children, Bradley
and BJ Harden Jones, and grandparents to Logan and Asher.
 DIANE STEFANI
PR Consultant

Diane is a results-driven public relations specialist with over

2 decades of experience handling brand strategy and top-tier
TEAM

placement for a broad range of game-changing nonprofits,

mission-based startups and legacy organizations. Prior to
launching Diane Stefani Public Relations, she was Executive
Vice President at the NYC-based Rosen Group handling clients
as diverse as the James Beard Foundation, One Club for Art
& Copy, Barnes & Noble and Fast Company. Diane credits her
career as a reporter at The New York Post for a passion for
journalism in all its forms – online, on air and in print.

85
 INTENTIONAL MEDIA EXECUTIVE LEADERSHIP
KATE BYRNE
President
Kate Byrne is the president of Intentional Media, the purpose-
driven platform whose brands SOCAP, Good Capital Project,
and Conscious Company Media are at the intersection of
business, meaning, and money. She has held executive
leadership roles at the Tides Foundation, George Lucas
Education Foundation, Watermark, Future LLC, BusinessWeek,
Fast Company, and SF Gate and Inc — focusing on technology
and its ability to advance media, drive revenue, and promote
social good. Kate has been recognized as a Folio 40 member
for influential media executives. An active voice in women’s
empowerment, Kate is the President of UN Women SF Chapter
and serves as an elected Commissioner on the Marin Women’s
Commission for Women and Girls. She lives in Marin with her
husband, and is amazed at the women her two daughters are
becoming.
KATIE SULLIVAN
Vice President, Sales
Katie recently joined Intentional Media to lead sales across the
Intentional portfolio of brands, focusing on event sponsorship,
digital and content marketing revenue opportunities. Katie
brings a successful track record of over 25 years that includes
sales management positions and sales achievements in the
technology, education technology and public relations/social
media industries. Prior to joining Intentional Media, Katie held
positions at Access Intelligence, Future, The George Lucas
Educational Foundation, and CMP. She earned a Bachelor of
Arts degree from San Diego State University in Asian Studies/
Japanese. In her downtime, Katie can be found sailing on the
New York Harbor, in a yoga class or spending time with her two
children and her chocolate lab, Higgins.
86
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 & PMO at V2V Capital, where
he was responsible for corporate strategy development and
management of 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, 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.
ROBERT CARUSO
Chair & Managing Partner
Bob is the 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 the 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 23 years at Merrill Lynch, 15 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 SMALLING
CEO, SOCAP
Lindsay has been involved with SOCAP since 2012 and became
CEO in 2018. She is responsible for producing and curating
the annual flagship conference and expanding SOCAP to a
year-round events and media platform. Lindsay previously
held the title of Strategic Initiatives Officer at ImpactAssets,
has provided corporate social responsibility consulting to
early stage companies while at Entrepreneurs Foundation,
and began her career in traditional financial services with
Wellington Management and Lord Abbett. She is a graduate of
Columbia Business School and Pomona College. She currently
lives in San Francisco with her husband and toddler twin girls.
MEGHAN FRENCH DUNBAR
CEO and Co-Founder, Conscious Company
Media
Meghan 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.
Meghan 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. She
lives in Boulder, CO, with her husband, Scott, new son, Jack,
and rescue mutt, Chloe.
TEAM
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+imp act
 IMPACT @ SOCAP19
At SOCAP, it is of the highest priority to produce our conference as sustainably as
possible. Below are some of the ways we have found to do that.
VENUE
FORT MASON CENTER FOR ARTS & CULTURE
fortmason.org
SOCAP19 returns for the 12th year to its dynamic, waterfront
home at Fort Mason Center. This unique landmark hosts an
ever-evolving rotation of artistic programming, including
theatre and dance performances, as well as educational and
cultural classes, for over 1.2 million annual visitors. SOCAP’s
carbon footprint is significantly lessened by hosting at the
Fort Mason Center in comparison to hosting at a hotel. It also
allows us to support a National Historic Landmark and part
of the Golden Gate National Recreation Area, which is the
country’s largest urban national park.
THANK YOU TO OUR
B CORP PARTNERS!
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ACCOMMODATIONS
TRIPZERO
tripzero.com
Since 2016, SOCAP has partnered with TripZero to find great
hotel rates for attendees and to offset the carbon footprint
of their trips. Together, we have erased the total estimated
travel footprint of all SOCAP attendees in the last three
years by offsetting over 3,400 tonnes of carbon in 2016, 4,200
tonnes in 2017, and 4,800 tonnes in 2018. When you book your
accommodations through TripZero, they calculate the carbon
footprint created by your trip. Then, they offset your footprint
by funding reforestation and renewable energy projects – at no
charge to you. TripZero is a certified B Corp and has created a
different kind of travel agency that helps protect the planet.
T-SHIRTS
ASHBURY IMAGES & NEW DOOR VENTURES
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, which is a youth
development social enterprise.
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. They help us to
reduce our ecological footprint by increasing the amount of
material that is recycled and composted. Clean Vibes actively
encourages and promotes recycling, composting, and proper
waste disposal, and works to educate and inspire a new
generation of responsible stewards.
CATERING

ACRE GOURMET
acregourmet.com

Acre Gourmet is a SOCAP staple. In addition to the exquisite

buffets they create for us each year, we are also nourished by
the integrity of the people in this organization which shines
through in the choices they make to support sustainability.
Acre leads by example with their commitment to using local,
organically-grown produce and humanely raised meats; buying
directly from local purveyors; following sustainable practices
like a full composting and recycling program that aims for
‘zero waste;’ no use of pre-packaged, processed foods; using
modern energy-saving equipment and high temperature
dishwashers that cut down on the use of chlorine; using the
freshest, least-processed ingredients available and, whenever
possible, using organic products that are naturally low in sugar
and saturated fats. Acre’s menus are consistently diverse,
balanced, and exceed USDA guidelines for nutrition.

THE TOWN KITCHEN

thetownkitchen.com

Meals provided at the Impact Accelerator on Tuesday and

lunches for all attendees on Friday are provided by The Town
Kitchen, a community-driven food company that employs and
trains underserved youth by delivering chef-crafted meals to
corporate clients. The Town Kitchen community addresses a
need in the Bay Area area for locally-sourced meals, as well as
fair-wage jobs and job training programs for local youth.

U.S. PURE WATER

uspurewater.com

The drinking water provided for SOCAP comes from U.S. Pure
Water Corporation. The full spectrum water treatment service
and sales company’s aim is to reduce plastic waste and the
use of fossil fuels in the delivery and production of plastic
bottles. To do this, they provide equipment that treats at the
point-of-use (POU) rather than at a treatment plant far away.
IMPACT

U.S. Pure Water converted SF City and County to POU systems

and is helping to green events, which is preventing hundreds of
thousands of bottles from landing in the waste stream.

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