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SOCAP11 Program Book

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A new form of capitalism is arising that recognizes our ability to direct the power and efficiency of market systems toward social impact, leading to a more balanced set of “returns”.SOCAP is a multi-platform organization dedicated to the flow of capital towards social good. Our event series connects leading global innovators – investors, foundations, institutions and social entrepreneurs – to build this market at the intersection of money and meaning. http://socialcapitalmarkets.net

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Page 1: SOCAP11 Program Book
Page 2: SOCAP11 Program Book

B U I L D I N G C

SECOND FLOOR

B U I L D I N G D

F IRST FLOORTH IRD FLOOR

stairs

elev.

lav.

260 C

370 C

FLEET ROOM

Technology: Inclusive & Investable

Green 2.0: Sustaining People & Planet

Polycentric Solutions: Local in the World

INDICATES ROOMS WHERE SOCAP11

EVENTS ARE BEING HELD

W

N

E

SSponsor Area/Meals

See below for details

See below for details

Keynotes +

Leveraging the New Media Currency

Quiet Work Space

Where the Passion Meets the Pitch

Design for Social Innovation

F E S T I V A L P A V I L I O N

FIREHOUSE

B U I L D I N G E

B U I L D I N G D

B U I L D I N G C

B U I L D I N G B

B U I L D I N G AW E S T P I E R

H E R B S T P A V I L I O NCOWELL THEATER

FLEET ROOM

260 C & 370 C

FESTIVAL CLUBHOUSE

MEALS

HUB POP-UP

REGISTRATION

GOLDEN GATE ROOM

INVESTOR ROOM

Money, Meaning & Impact

IMPACT FORUM

$

$

People-Powered-Capital

Page 3: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE2

SOCAP11 CONTENTS

1 FORT MASON MAP

4 WELCOME

6 SOCAP INVESTMENTS

10 ENTREPRENEURS

16 CONNECTIONS

24 TRACKS

SCHEDULE 30 DAY 134 DAY 238 DAY 3

SCHEDULE DETAILS 42 DAY 150 DAY 256 DAY 3

62 SPEAKERS

71 SPONSORS

78 TEAM

82 THANK YOU

83 TRANSPARENCY

86 SCHEDULE OVERVIEW

Page 4: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE4 5WELCOME

that actually has a plan and acts on it. There are the

families of impact investment funds, and the emerging

fund of funds. As Jed Emerson says, a global capital

convergence for good is underway.

SOCAP’s mission is to help create social and economic

power for the poor. And we help catalyze a for-profit

market to make that happen. Our initial goal in creating

SOCAP was to show that the market between giving and

investing was real, that it was big and that it was growing.

We’ve accomplished that goal. This market is validated or

is on its way there fast. It’s easier to raise money than it

was five years ago if you have a plan to use the market to

make a faster and bigger game-changing impact.

Now it’s time to take the next step. Let’s get things done

fast. Let’s fund some risky, early stage startups. They will

be higher risk, and they may be lower return. And it’s the

thing we should do. It’s time to put our money where our

mouth is, time to make things happen. The troubles in the

old system as it decays means it’s time to make sense of

this market, find our own version of a plan, and take action.

What does this action look like, exactly? Well, the really

new thing we’re bringing you this year is an unprecedented

gathering of vetted, early stage and beyond, potentially

investable social enterprise startups who are using the

market to alleviate poverty and create resilient systems.

We’ve picked some of the best startups who’ve made it

through programs like the Unreasonable Institute, Echoing

Green, and Slow Money. And we are giving them a place to

tell their story at SOCAP11.

The world around us reminds me a lot of the first time

we gathered here to convene the market at the intersec-

tion of money and meaning, in the fall of 2008. Lehman

Brothers had just gone under and our financial system

was at risk; debt had exploded and the markets were in

free fall. We said then, there is a different market system

arising, one that can be part of fixing the problem, not

creating it.

The outlook then was similar to what we are facing now,

with the added risk of having to factor in the prospect

of short-sighted and destructive actions by government

making things worse or popular uprisings making

governments seem weak and irrelevant. As traditional

markets tremble due to deep dysfunction, as an old

system decays before our eyes, we’re glad you are

coming to join us to be part of creating what’s next, here

at the market at the intersection of money and meaning.

With system risk all around us, it’s time to focus on

supporting the social entrepreneurs who are creating a

new, inclusive, and sustainable economy. The emphasis

this year is two fold.

The first is making sense of the social capital market,

showing and sharing the systemic roadmaps that are

emerging, and showing the variety of ways we can and

are applying those approaches. The second emphasis is

on seed funding, more about that later.

There is institutional money in the room, family offices,

foundations, strong, credible, public sector players here,

like Elizabeth Littlefield of OPIC—a government agency

We’ve got later stage companies in the room, established

investment funds who are expanding, but there are more

than 80 scholarshipped social entrepreneurs among

you. Roughly one in four have been asked to tell their

companies stories in our Entrepreneur Track called Where

the Passion meets the Pitch.

Meet them, listen to their stories. Look for ways you

can help them. I especially challenge the longtime

practitioners here to talk to someone with a raw startup.

They don’t know what you know, but they might know

something new. They are also inspiring and I guarantee

you will feel more hopeful and more energized after you

talk to them. The gathering at SOCAP is about meeting

the valuable stranger at new intersections. Meet the

startups that are in the room. Think about ways to help

them out. And then do it.

This is about more than just having a dialogue between

the established professionals and the startups with big

ideas. I’m suggesting that if the system is at risk, it’s time

to make a lot of small bets on startups who are building

a new system. The answer to a global problem is not a

global solution, it’s polycentric solutions; lots of solutions

in lots of places. People with those solutions—things

they’ve figured out that work in a particular sector or

region—are all around you. Get to know them.

This is not just a game for accredited investors, for the

rich. Putting your money together with what means

something to you is not just an option for those with

abundant monetary resources any more. The social

capital market is becoming increasingly democratic. We’ve

gathered the most promising of the crowdfunding, capital

platforms for change, the people-powered powerhouses

like MicroPlace and Kiva, and promising startups like the

Hoop Fund, where for $20 you can put your money where

your mouth is.

There is a glut of money that wants to have a positive

social or environmental impact. There are plenty of

untested heroic visionaries. But there is still a scarcity of

social entrepreneurs who can build something beyond

themselves. The time has come for us, the leaders in

this market, to place some bets on early stage startups

so that those entrepreneurs who can launch enterprises

that grow beyond themselves can emerge and rise up to

create the changes our world needs. And the best among

them will create the real investable businesses that are

lower risk and higher return, the pipeline that all the fund

investors in the room are hungry for.

While we take action, we also need to keep what we’re

doing in perspective and remember that we’re shifting

paradigms here, we’re fundamentally changing the way

the world works. We need to keep top of mind that the

market at the intersection of money and meaning is

more than an asset class. It’s also the way that a global

movement is taking action for good. The only way it will

reach its potential is to keep meaning at the forefront. If

the money takes over, we will have failed.

The way we can have the highest impact—the most

catalytic, game-changing, systemic impact, the way our

lives can matter most, and be the most satisfying—is to

keep the action unmistakably in the intersection between

money and meaning, with both squarely at the table when

we do our deals. The market at the intersection of money

and meaning is not a force of nature. It’s a tool. Our tool.

And it’s powerful. Let’s use it. Welcome to SOCAP11.

Let’s get things done.

KEVIN D. JONES

SOCAP CONVENER

WELCOME TO SOCAP11

Page 5: SOCAP11 Program Book

6 7SOCAP11 CONFERENCE GUIDE INVESTMENT AT SOCAP11

INVESTMENT AT SOCAP11

THE SOCAP11 MONEY + MEANING INVESTMENT CHALLENGEDid you know? For over one million California residents,

access to fresh produce is more than a 20-minute drive

from their homes. In these “food desert” neighborhoods,

higher rates of obesity, diabetes, heart disease, cancer and

many other chronic illnesses are a fact of life.

That’s why the California FreshWorks Fund was cre-

ated—to increase access to healthy food in underserved

communities, spur economic development that supports

healthy communities, and inspire innovation in healthy

food retailing.

This unique fund represents a terrific opportunity for

SOCAP11 attendees to demonstrate the possibilities of

people-powered capital—enabling everyday investors to

combine money with meaning to create transformational

change.

Our challenge? Raise $100,000 to support this innovative, transformational fund.

Calvert Foundation and MicroPlace have partnered to

make participation easy:

» Go to www.microplace.com/freshworks & open

a MicroPlace account

» Make an investment*

Start as low as $20, or invest as much you like.

» Start earning a return

The challenge ends September 23rd, so don’t wait to

make your investment!

SOCIAL CAPITAL MARKETS

Rise to the challenge. Make a healthy difference. Invest today.

* Investment is made via a targeted Community Invest-

ment Note issued by Calvert Foundation & offered by

MicroPlace, Inc., member FINRA/SIPC. Offers .5% inter-

est and matures 7/15/2012. Investment is one of many

offered on www.microplace.com, some with more attrac-

tive terms. Investments are not guaranteed and you could

lose money. You should review the prospectus carefully

before investing.

Page 6: SOCAP11 Program Book

What brings these people together?

A MOVEMENT THAT LETS EVERYONE INVEST FOR GOOD.At MicroPlace, we don’t accept a world where half the popula-

tion is mired in poverty, where access to financial support and

community services is just a wish. And we’re teaming up with

smart investors to do something about it. That’s why we’re at

SOCAP—we believe that change begins with the individual,

and when individuals join together to form a movement, that

change becomes truly transformational. We’re building a com-

munity of impact investors who want their money to do good

not just for them, but for those in need as well. People who

want to do more than just invest, who want to be invested. In

change. In opportunity. In making a difference. We can’t wait to

welcome you to this growing community.

1 ASHWINI NARAYANAN / General Manager Every time I encounter someone who is a MicroPlace investor, I meet what is the best in them: their humanity, generosity, and compassion.THE DESIRE TO GROW

BRINGING PEOPLE TOGETHER TO MAKE CHANGE

2 DANA SCHMIDT / ComplianceImpact investing allows me to apply my education and skills in traditional finance to causes that matter to me…Sitting in a yurt in Kyrgyzstan listening to borrowers explain how microfinance helped them re-build their lives after the fall of the Soviet Union- that’s why I come to work every day!.

3 GILES CASSELS / MarketingMicroPlace gives me the opportunity to directly address the economic and social inequality I first observed as a child, pick-ing oranges alongside migrant workers in my family’s Florida citrus groves.

4 MEGAN FIELDING / Business Develop-ment I do what I do because somewhere along the line, I realized it was what I was meant to do: connect humanity and create means for positive change.

5 SUGANDHA PARTHASARATHY / Product Development When I made my first investment, and then when I joined MicroPlace, I realized my aspiration to make a direct impact in alleviating poverty through my job.

6 FLAVIA ROMERO / Social MediaMicroPlace was the first organization I encountered bold enough to believe indi-viduals could change the world by fusing their passionate will to end poverty with the efficiency found in investments.

7 RON KIKER / Community EngagementMicroPlace is a rewarding opportunity for me to share my personal passion for investing with others, and to be part of a dedicated community of investors who want their money to have meaning.

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Page 7: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE10 11ENTREPRENEURS AT SOCAP11

ENTREPRENEURS AT SOCAP11

SOCAP is proud to announce it has given scholarships to more than 80 individuals from more than 20 countries coming to share their solutions at this year’s gathering.

SOCAP would like to thank the following people and orga-nizations for their contributions to the Entrepreneur’s Fund. Generous contributions from sponsors and supporters make this effort possible each year.

Richard Hall, Intel Corporation

George Scharffenberger, UC Berkeley

Bernadette Maya Chorengel, Elevar Equity

Ross Baird, Village Capital

In addition, SOCAP would like to thank University Impact Fund, Lewis Hower and Patrick Mullen, for their coordination of the selection and communication with this inspiring group of individuals.

# Denotes a scholarship for being a part of Hub Ventures;

* Denotes participation in the Innovation Showcase;

+ Denotes that this entrepreneur will be participating in the Entrepreneur Pitch Sessions.

NAME ORGANIZATION WEBSITE COUNTRY

Firas Ahmad Emergence BioEnergy Inc. emergencebioenergy.com Bangladesh

Brahm Ahmadi + People’s Community Market marinsunfarms.com US

Femi Akinde * Slim Trader slimtrader.com Kenya

Dan Ancona # DemDash demdash.us US

Konrad App * Stima Systems stimasystems.com Kenya

Jason Aramburu *re:char re-char.com Sub-Saharan Africa

Jonathan Attwood # Zamzee zamzee.com US

David Auerbach + Sanergy saner.gy Kenya

Will Austin * Institute for Affordable Transportation

drivebuv.org Ghana

NAME ORGANIZATION WEBSITE COUNTRY

Shereef Bishay # BetterMeans bettermeans.com US

Daniel Blake EcoScraps ecoscraps.net North America

Bijal Brahmbhatt Mahila Housing SEWA Trust sewahousing.org India

Khalida Brohi Participatory Development Initiatives

pdi.org.pk Pakistan

Latricia Buckner IMPACT St. Louis impactstl.org US

Boris Bulayev * Educate! experienceeducate.org Uganda

Amy Cagle +* DayOne Response www.dayoneresponse.com US

Jon Casto # Rise Solar risesolar.com Sub-Saharan Africa

Rana Chang House Kombucha housekombucha.com US

Rachael Chong Catchafire catchafire.org US

Stewart Craine * Barefoot Power barefootpower.com Australia

Tiago Dalvi *+ Solidarium solidarium.com.br Brazil

Elizabeth Dearborn Davis Akilah Institute for Women, Rwanda

akilahinstitute.org Rwanda

Patrick Donohue #+ Hoop Fund hoopfund.com US

Melanie Edwards Mobile Metrix mobilemetrix.org Brazil

Juan Fermín Rodríguez + QUETSOL quetsol.com Spain

Scot Frank * One Earth Designs oneearthdesigns.org China

Eden Full Roseicollis Technologies n/a Sub-Saharan Africa

Viera Funjika * Zambikes zambikesint.com Zambia

Saul Garlick * Think Impact Company thinkimpact.org Sub-Saharan Africa

Thomas George Vipani vipani.org Kenya

Kohl S. Gill # LaborVoices laborvoices.com US

David Grosof OptiOpia, Inc. optiopia.com South Asia

Saba Gul * Bags for Bliss bagsforbliss.org Pakistan

Parag Gupta Waste Capital Partners wastecapitalpartners.com India

Santiago Halty * Senda Athletics sendaathletics.com US

Sameer Hajee Nuru Enervy Pvt Ltd nurulight.com Rwanda

Christopher Hamman Waste To Watts waste2watts.org Central America & Caribbean

Dana Harvey + Mandela Foods Cooperative mandelafoods.com US

William Haughey +* Tegu tegu.com US

Page 8: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE12 13ENTREPRENEURS AT SOCAP11

NAME ORGANIZATION WEBSITE COUNTRY

Claire Herminjard + Mindful Meats mindfulmeats.com US

Sandra Hirschberg Green Breakfast Club greenbreakfastclub.com US

Myshkin Ingawale * Biosense Technologies biosense.in India

Alla Jezmir + EGG-energy egg-energy.com Tanzania

Elizabeth Johansen Design that Matters designthatmatters.org East Asia & Pacific

Remi Kanji Social Asset Measurements (SAM) socialassets.org North America

Emily Kerr + Liga Masiva ligamasiva.com US

David Ketchum * Mission Resource International missionresource.org US

Ben Knelman Juntos Finanzas n/a US

Cynthia Koenig * Wello wellowater.com India

Kalsoom Lakhani Invest2Innovate (i2i) invest2innovate.com Pakistan

Toan Lam Go Inspire Go goinspirego.com US

Jihye Lee Organization Yori orgyori.com South Korea

Nandu Madhava mDhil mdhil.com India

Gaurav Manchanda One Degree Solar onedegreesolar.com Liberia

Toni Maraviglia M-Prep (and Bridge Beyond) mprep.co.ke Kenya

Jen Medbery + Drop the Chalk kickboardforteachers.com US

Chris Melançon # Spyglass spyglassbio.com US

Colin Mutchler #+* LoudSauce loudsauce.com US

Lloyd Nimetz # RippleQ rippleq.com US

Mohamed Ali Niang *+ Malo Traders LLC malotraders.com Mali

Ari Olmos # NextDrop nextdrop.org US

Maria Pacheco + Kiej do los Bosques kiejdelosbosques.com Guatemala

Pamela Bandyopadhyay Pavkov *

Inspire Medical inspiremedical.org South Asia

Catlin Powers * One Earth Designs oneearthdesigns.org China

Maria Rodriguez * Byoearth byoearth.com Guatemala

Daniel Rosen * Solar Mosaic solarmosaic.com US

Ben Sandzer-Bell *+ CO2 Bambu co2bambu.com Haiti & Nicaragua

David Schafran *+ Netra eyenetra.com US

Elizabeth Scharpf Sustainable Health Enterprises (SHE)

SHEinnovates.com Rwanda

NAME ORGANIZATION WEBSITE COUNTRY

Rob Schuham * Common Colaboration Challenge common.is US

Sameer Segal Artoo IT Solutions Pvt Ltd artoo.in India

Rustam Sengupta Boond boond.net India

‘Gbenga Sesan Paradigm Initiative Nigeria pinigeria.org Nigeria

Aniruddha Sharma Carbon Clean Solutions carboncleansolutions.co.in India

Ujala Shanker Stitches thestitches.info India

Manoj Sinha Husk Power Systems huskpowersystems.com India

J. Greg Spencer The Paradigm Project theparadigmproject.org East Africa

Anoj Viswanathan Milaap.org milaap.org India

Stig Westling + Skip to Renew skiptorenew.com US

Jamie Yang EGG-energy egg-energy.com Tanzania

Anna Young Green Channel rvmchina.com.cn China

Moshe Zilversmit # Evolving Technologies evolvingtechnologies.org US

PLEASE WELCOME THE NEXT GENERATION!We are thrilled to have in our midst youth from Juma Ventures, an innovative and award-winning youth development program that combines employment in social enterprises, college preparation and asset building within a highly integrated case management framework. Juma’s overall goal is to provide a support system for underserved youth to help them earn a four-year college degree.

In 1993, Juma Ventures (www.juma.org) became the first nonprofit organization to own and operate a commercial franchise—a single Ben & Jerry’s Ice Cream Shop that provided a handful of jobs to homeless youth in San Francisco. Since then, Juma has grown from a job-training and placement program serving 25 youth to a nationally-recognized youth development organization operating seven social enterprises in three cities. Juma has employed more than 2,800 young people who have earned $3 million in wages and saved more than $2 million for higher education. Juma has received numerous awards for its work including the National Youth Employment Coalition’s PEPNet Award and a Community Achievement Award as the national organization of the year from the Social Enterprise Alliance. In 2011, Juma secured a multi-year, multi-million dollar commitment from BlackRock to scale its financial capability program into New York City.

Page 9: SOCAP11 Program Book

What brings these companies together?

SOMETHING NEW AND IMPORTANT TO BUILD A BETTER WORLD.SOCAP11 is pleased to present the Innovation Showcase, powered by

Halloran Philanthropies.

Halloran Philanthropies recognizes social entrepreneurs as powerful

catalysts for social change who create innovative business ventures

serving the community. Halloran Philanthropies applauds the many

social entrepreneurs who advance business solutions that focus on

poverty alleviation through income generation, education, housing and

health. We salute the outstanding leaders of incubator and accelerator

organizations who are in the business of identifying, supporting and

funding emerging social entrepreneurs and their transformative ideas

for social change.

The Innovation Showcase, with inspiring entrepreneurs from all over

the world, will be exhibiting their ventures and products to the SOCAP

community throughout the entire conference but but there will be a

party celebrating it the evening of September 8.

1 WELLO / www.wellowater.comThe WaterWheel was designed to alleviate the problems associated with lack of easy access to water. It’s smart design makes it possible to collect 25 gallons of water- five times the amount possible using traditional methods - in less time and much more easily.THEY EACH ARE OFFERING

2 BIOSENSE / www.biosense.inToucHb solves the problem of undiagnosed anemia and enables effective treatment moni-toring, by providing prick-free, point-of-care testing for anemia with a novel non-invasive, hand-held, mobile based technology.

3 re:char / www.re-char.comWith the Rutuba kiln, farmers can produce up to 5 tons of biochar in one year from commonly available agricultural waste. Biochar can be burned in existing stoves as a substitute for wood charcoal (the leading cause of deforesta-tion). Biochar can also be used as a potent soil amendment, improving nutrients, water retention and crop yield.

4 SOLIDARIUM / www.solidarium.com.brThe Solidarium Duffel Bag is a re-use product made out out of Upcycled Seat Cushions and Upcycled Seat Belts from the Automobil indus-try FIAT. Design by: NóDesign for Solidarium.

5 B.U.V. GHANA / www.buvghana.comThe Basic Utility Vehicle is a vehicle for change. This affordable, low-maintenance vehicle meets the challenging rural transport requirements of developing nations, creates economically sus-tainable transportation, lowers transport costs, stimulates economic activity, and increases rural access to social services.

6 DAYONE RESPONSE / www.DayOneResponse.com DayOne Response is addressing the global need for emergency drinking water through the Day-One Waterbag™. The low cost, compact size, and ease-of-use make the Waterbag suitable for distribution on a massive scale. The Waterbag enables relief operations to provide decentralized water supply to more people, more rapidly, and requires fewer personnel.

7 SENDA ATHLETICS / www.SendaAthletics.comSenda is a Fair Trade Soccer company that makes authentic and durable soccer balls and equipment, with designs and styles inspired by players from around the world. Fair Trade certifi-cation involves independent auditing of factories, to ensure that workers are paid fair wages for their labor, and enjoy proper working conditions.

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BRINGING PEOPLE TOGETHER TO MAKE CHANGE

Page 10: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE16 17CONNECTIONS AT SOCAP11

POP-UP HUBThe Hub is a local and global habitat for

social innovators to collaborate, access

market opportunities and capital, build

community, scale ideas, and connect with a global net-

work of 5000 Hub members. This year 16 Hub Ventures

entrepreneurs are represented at SOCAP11. Your visit to

San Francisco isn’t complete without a visit to Hub SoMa,

located conveniently at 901 Mission in the historic San

Francisco Chronicle building near the Powell Street BART

station. Return your conference badge to the Pop-up Hub

at the end of the conference for a free 1-day pass to Hub

SoMa or Hub Berkeley.

SOCAP11 BRINGS PEOPLE TOGETHER SOCAP is a place to meet unlikely allies. A Wall Street

banker meets a corner store baker; rural agricultural

technologists meet international development policymak-

ers. It’s the power of connection and the ability to meet

the valuable stranger in the room that makes SOCAP so

interesting and rich.

With a number of meaningful platforms to find others who

may overlap with your efforts—and hopefully some unex-

pected collaborators that you might miss at first glance—

SOCAP11 provides the tools you need to help you locate

existing partners and expose yourself to new friends with

new ideas.

VOLUNTEERS This year we welcome more than 60 volunteers who will

act as your guides to the gathering. These individuals are

not your average volunteers. Inquisitive grad students and

career changers, inspiring entrepreneurs, and knowledge-

able social enterprise staff—these individuals are people

that you’ll come in contact with for years after the confer-

ence is over.

Spot them with their blue t-shirts with the SOCAP ‘mean-

ing heart’ and feel free to ask them logistics and schedule

questions. They’ll be happy to help!

The Pop-up Hub at SOCAP11 is just a taste of the

dynamic work environment that the Hub creates daily in

25 cities around the world, and it features:

» Designated meeting space and dynamic mediums for

brainstorming and idea creation

» Hot desks for checking your email and getting work done

» Professionally hosted environment with Hub Hosts avail-

able to help you meet your various needs at SOCAP11

Hub Hosts are specifically trained to assist you in ways:

1 TRANSLATING Jargon and Language

Whether you are struggling to understand insider lingo

or looking for help translating a specific phrase to your

language, Hub Hosts will be able to assist you or point

you in the right direction. Don’t be shy: ask a Host to

help explain any terms that are unfamiliar to you.

2 CONNECTING with the Online Networking Platform

SOCAP11 is a place to meet your next partner, project,

investor, collaborator, or friend in the social capital

market, and this year we present an online networking

platform that provides you the opportunity to do the

following:

» Search your fellow attendees by name, organization,

location, tags

» View your Twitter and LinkedIn contacts in attendance

» Start conversations on topics of interest

» View relevant news feeds

» Connect with fellow attendees through

direct messaging

» Find attendees with interests similar to yours

» Ask questions beforehand and get in online conversations with moderators and panelists.

For web and mobile access: socap11.pathable.com

3 EXPLORING the Conference Agenda

With more than 40 panels and 250 panelists at SOCAP11,

you are bound to discover the right content for you.

Our online attendee network enables you to:

» View sessions by day, track, and panelist

» View panelist profiles

» Personalize your own schedule

For web and mobile access: socap11.pathable.com

4 NAVIGATING the Conference Grounds

Hub Hosts can help you parse the dense program

content to find the place you need to be and when you

need to be there. If you need help sorting through con-

ference details visit the Hub Pop-up in Festival Pavilion

or ask the volunteer stationed at the Information Desk

in front of either Festival or Herbst Pavilions.

LEARNING COMMUNITIES Another exciting way of navigating the event is by joining

one of the learning communities that have emerged around

SOCAP11. Great partners like Foundation Source and

Criterion Ventures are helping specific communities find

their way through all of the great content at SOCAP!

A UNIQUE SOCAP EXPERIENCE FOR

PRIVATE FOUNDATIONS

Are you a private foundation trying to navigate the vast

world of Social Capital Markets? Join your peers in a

curated conference experience guided by Foundation

Source Philanthropic Directors Sharon Schneider and

Berit Ashla.

» Connect with like-minded philanthropists before,

during and after the conference to optimize your

learning experience

» Don’t just hear experts from the stage—get in-

troduced to key contacts and start building your

network in the social capital space

» Ask questions, exchange thoughts and share

insights in a comfortable environment with other

private foundations to shape your overall philan-

thropic strategy moving forward

There is no charge to be part of this unique learning

CONNECTIONS AT SOCAP11

Making More Foundations Great Foundations™

Page 11: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE18 19CONNECTIONS AT SOCAP11

SOCAP attendees. These montages will be seen in real

time on our website, Facebook and Twitter. We’ll choose

some of the most inspirational quotes for main stage

vignettes. Want to get your voice out to your peers? Find

one of the VYou booths located in both Festival and

Herbst Pavilions and record away!

SOCAP11 DAILY UPDATES SOCAP11 will include scores of exciting announcements

and we don’t want you to miss any of the big news. Each

day, our attendees will be able to receive a daily update

with each new deal, the major events of the day, and a

round-up of the sessions via blog, Twitter, and video.

CONNECT WITH SOCAP11 SOCIAL MEDIASocial media can be used as an online extension of the

conversation, as well as a reporting mechanism for the

thousands who will be following SOCAP11 online. Help

us share learnings, thoughts, ideas, and questions from

SOCAP11 by utilizing social media. Here are a few ways:

@SOCAPMarkets and #SOCAP hashtag have become

major sources for news in the social capital market space.

Make sure to follow them so you don’t miss a beat!

#SOCAP11

Track Hashtags (use in conjunction with #SOCAP11):

» Design for Social Innovation / #d4si

» Technology: Inclusive & Investable / #tech

» Polycentric Solutions: Local in the World / #local

» Green 2.0: Sustaining People & Planet / #green

» People-Powered Capital / #PPC

» Money, Meaning & Impact / #MM!

» Art at SOCAP / #art

» Leveraging the New Media Currency / #media

» Entrepreneurs: Where the Passion meets the Pitch /

#pitch

» Wild Card track / #wild

community. To join us, RSVP to Berit Ashla at

[email protected] or Sharon Sch-

neider at [email protected].

CRITERION VENTURES JOINS CHURCH FOLKS

WHO WANT TO CONNECT AT SOCAP11

What happens when money meets meaning? This same

question, which has driven increasingly large and diverse

groups of people to SOCAP conferences for the past

three years has also animated conversations in church

basements and Sunday school classes for generations.

To help connect these two conversations Criterion Ven-

tures is partnering with SOCAP11 to create a curated

SOCAP process for individuals coming from a church

background. Criterion has ten years of experience

working with church and the social capital marketplace,

and has begun to form a broader community around its

focused initiative, Church as an Economic Being. People

from Criterion are acting as docents for a group of fellow

travelers, bringing knowledge of the event and relation-

ships with its leaders to provide an experience that

facilitates community, perspective and time for reflection.

If you are intrigued, want to join, or would like more

information you can email martinez@criterionventures.

com or stop at the Information desk at the front of either

Herbst or Festival Pavilions and ask how to connect with

the Criterion Group.

THE SPECTRUM OF MARKETS

PRESENTED BY LIQUIDNET / http://www.liquidnet.com

Many have recognized a “Coming Capital Convergence”

in which effective and efficient capital allocation will

help achieve shared social goals. Liquidnet is partnering

with SOCAP to examine the full spectrum of the social

capital market, to better understand what philanthropy

and impact investing can learn from each other to build

better markets for good.

Liquidnet is helping to map efforts towards this conver-

gence through the Spectrum of Markets map, a large

visual display of the social capital landscape located in the

main Festival Pavilion at Fort Mason. With Liquidnet “Car-

tographers” as your guides, you’ll be able to learn more

about where you fit and even place yourself on the map!

In addition, Liquidnet is focusing special efforts towards

philanthropy and its importance in the spectrum of mar-

kets. If you’re particularly interested in how philanthropy

intersects with impact investing, in the conference

schedule you’ll find specific sessions marked “Philan-

thropy: Presented by Liquidnet.”

WANT TO BE ON THE MAIN STAGE AT SOCAP11?We are partnering with VYou to capture the spirit of

SOCAP. VYou is helping us create video montages of

http://www.facebook.com/socialcapitalmarkets

http://linkd.in/SOCAP11

SOCAP11 LIVESTREAMAll Cowell Theatre sessions will be streamed live from

SOCAP11 and archived after the event. If you miss a

Cowell session, want to watch again, or even to suggest it

to someone not in attendance at SOCAP11, we will have

made these available for you on our website.

View livestream here: socialcapitalmarkets.net/

socap11-livestream/

CONFERENCE CURRENTS: CURRENCIES THAT MAKE THE VALUE AT SOCAP11 VISIBLE

Why Conference Currents? While a conference acts as a

marketplace of ideas, deep value resides in the connec-

tions, idea development, insights, innovation, and projects

you encounter. This value often disappears after we leave

the event because we don’t make it more tangible than

a stack of business cards that quickly lose their context.

Conference Currents provides tracking and coherence for

these “intangible” value streams, enabling you to maximize

the real wealth of the conference experience, even after

you go back home.

HOW IT WORKS: Conference Currents brings attention to the

ideas and innovators that attract attendees. It uses simple

score-cards to track participants, their ideas, and ratings

of those ideas based on innovation, impact, and feasibility.

Participants who get the best feedback and attract the

Page 12: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE20 21CONNECTIONS AT SOCAP11

All of the above exhibited pieces are available for pur-

chase directly from the artists.

The Art and Expression Space at

SOCAP11 was curated by Maura

Dilley. Maura offers leadership

development services for social

innovation. She specializes in de-

signing tools and environments for

collaboration within the sustainability

community. Maura works with her hands and face-to-face.

She believes in the transformative power of humor, cre-

ativity and self-organization. If you spend a day with Mau-

ra, expect to think, move, draw, speak, listen and laugh.

Maura holds a bachelor’s degree in International Relations

and a master’s of science in Strategic Leadership towards

Sustainability. She lives in San Francisco, CA.

THANK YOU TO INTERSECTION FOR THE ARTS

Thanks to our partner, Intersection for the Arts, for helping

to bring art into the market at the intersection of money

and meaning. www.theintersection.org

most attention will be featured on the SOCAP website fol-

lowing the conference. These are the people we know you

want to hear more from! Everyone using Conference Cur-

rents also gets a transcript of their connections and ratings

which are linked to their profile on Pathable (our online

community platform) for easy follow up post-conference.

Play with us! This is a pilot; Conference Currents launches

at the next SOCAP. The Conference Currents table will

be in Festival Pavillion, where experts and volunteers can

show you how how fun and engaging it is to use curren-

cies to track, measure, and collectively create deeper and

more lasting value in our coming together.

Learn more at ConferenceCurrents.com

ART AND EXPRESSION SPACE Enhancing the overall SOCAP11 experience—by both cu-

rating art exhibits and providing ways for attendees them-

selves to draw, paint, sculpt, or create a physical model—we

are leveraging art and kinesthetic modeling to layer learn-

ing and sharing, and create conditions for epiphanies. By

providing full-spectrum learning experiences through the

visual arts and the Show Me Stations, can we increase the

likelihood that SOCAP11 participants will learn deeply and

collaborate on emerging thought? Let’s find out together.

SHOW ME STATIONS

Show Me Stations are portals—designed by Maura Dilley—

through which people can pull ideas into the physical world.

They provide a relief point for fatigued verbal descriptions

that need density and shape to be understood, shared, and

enhanced. Attendees are encouraged to use these kiosks

(which deliver creative materials such as clay, paper, glue,

markers, pipe cleaners, and gizmos) to prototype, model,

and create illustrative examples of their ideas.

“SELF WORTH” BY JONATHAN WEISBLATT

www.oneselfportrait.com

Self Worth is a carefully sculpted environment at the

geographical center of SOCAP11 in which the participant

can find peace and space for reflection, centering and con-

textual renewal. The work is composed of serene signposts,

large (14’ x 9’) which along with the history of abstract

expressionism is a reference to the “macho” and manhood

in contemporary culture.

SOLAR LIGHT INSTALLATION BY NOKERO

http://www.nokero.com/

Nokero (short for “No Kerosene”) is a fairly new, for-profit

venture that designs solar technology solutions for poor,

rural, off-grid communities across the developing world.

OPEN SPACE Every year SOCAP’s third day has been structured as an

unconference, using a process called Open Space. Partici-

pants have loved it, many leave saying that these sessions

were the place where they learned the most.

In Open Space, participants propose topics for sessions.

People interested in those topics attend those sessions.

The process is only marginally more complicated than that,

and it leads to great discussions, chance meetings that

might not have occurred and more.

This year we’re mixing the Open Space into the conference

itself. At the opening plenary, we’ll explain how the Open

Space will work. Then twice a day we’ll self-organize, giving

us time to dive more deeply, together, into issues that mat-

ter to us. Then we’ll head back to the regular sessions and

learn more.

We invite you and all our attendees to host your own

session to address issues that arise on the spot, continue

conversations that are left unfinished, frame issues in a

different way than a SOCAP11 session did, and talk about

the things that matter most to you. If you have a topic that

you want to propose, our facilitator–Jerry Michalski–will

set the stage for introducing ideas during our marketplace

session on Wednesday afternoon.

Friday afternoon, even during tear-down of the conference,

we are hoping that people will hang around and continue to

participate in self-organized conversations. This ‘after party’

will be hosted by the Pop-up Hub staff. SF Off the Grid and

nearly 30 of their popular food trucks will be at Ft. Mason

for people to purchase food and drink, and perhaps even

provide a little music for listening and dancing enjoyment.

About our facilitator

Jerry Michalski is the founder of REX, the Relationship

Economy eXpedition, a private, collaborative inquiry into

the next economy. More broadly, he is a pattern finder,

lateral thinker, Gladwellian connector, facilitator and

explorer of the interactions between technology, society

and business.

soundscapes and questions leading people into profound

and compelling explorations of how we source, relate to,

and measure ourselves and our actions in this infinitely and

delicately complex web of interconnected biological systems

we call our world. The purpose of this work is to clarify and

pave new ways forward toward a vibrant, just and sustain-

able human presence on the planet. Self Worth debuted at

the Burning Man Festival in 2008 as “Self -Evidence”.

“FLUX1” BY SKIP CULLEN

[email protected]

This large piece attempts to literally and visually map the

causes of the 2008 recession. It is an attempt to under-

stand the complexity of the financial system, its interrelated

parts, and how recessions occur. “I enjoy the audacity of

knowing that the act of mapping it is futile but is done

anyway. Everyone can relate to being a part of a larger

system out of their control,“ says the artist. This imagery is

also juxtaposed against explosions, weather patterns, and

abstract expressionist references. The painting is also quite

Page 13: SOCAP11 Program Book

What brings these people together?

CONTENT THAT WILL EDUCATE AND MOTIVATESOCAP’s track leads are on the cutting edge of where the

conversation in the market is going in each of their sectors;

from Green 2.0 to crowdfunding, from Impact Investing to

design for social innovation, they have gathered the speakers

who have the most to say and the greatest results to show;

the thinkers and the doers who are making a difference.

THEY HAVE THE KNOW-HOW TO DEVELOP

1 REBECCA PETZEL / People-Powered Capital track Rebecca has managed crowdsourcing initiatives for big corporations and small startups. Dedicated to empowering our collective intelligence, she’s worked in online communities for three years.

2 LIZ KRUEGER / Green 2.0 trackLiz is a mid-career professional and stu-dent of sustainability working on her own career transition to Green 2.0. She has a passion for solutions that are restorative for people and planet.

3 BEN THORNLEY / Money, Meaning & Impact trackBen is Director of InSight, the thought leadership practice at Pacific Community Ventures. He is excited to link the many worlds that comprise social capital and impact investing.

4 FIONA HOVENDEN / Polycentric Solu-tions: Local in the World track Fiona has spent 20 years researching how we change to navigate crisis and embrace possibility. Her Collective Invention con-sultancy uses holistic diagnostics, theater, futures thinking, and scenario develop-ment to enable clients to explore future options.

5 SARAH BROOKS / Design for Social Innovation track Sarah focuses on designing products and services including peer-to-peer open open collaboration that support emergent com-munity. She is Director of Social Innova-tion at Hot Studio.

6 JESSICA MARGOLIN / Technology: Inclusive & Investible track Jessica is an impact investment analyst. She loves the transformative potential of technology and data.

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2

3

4

5

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BRINGING PEOPLE TOGETHER TO MAKE CHANGE

Page 14: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE24 25TRACKS

creating templates for global problems? How have we

moved past ‘doing no harm’ into infusing good into supply

chains? How is media making a difference in spreading the

message of social action? Above all else, how are we—as

a community—making sure that social entrepreneurs are

getting in front of the right partners to realize the true

potential of their enterprises?

We have the questions. We believe we all have the

answers. Thank you for joining us on this journey.

Our goal for SOCAP has always been to build and inspire

a community to come together, share their stories and

expertise, and help create the partnerships, investments,

and donations that get important things done. This year, we

are asking big questions and hearing bold answers. What

are new technologies helping to change the way we create

impact? How are we strategically looking at systems to

design for more effective initiatives? How are our on-line

lives changing our off-line actions? What is the interplay of

public and private sectors in the wake of turbulent times in

governments around the world? Where are local solutions

LEVERAGING THE NEW MEDIA CURRENCYModern media is no longer simply the newest, shiniest vehicle to disseminate

information: it’s become the way we measure and express who we are and

the meaning of our lives. Technological advances continue to connect us at

a scale previously unfathomed, transforming mass communication into mass

participation. Join us as we explore new models in the wake of this shift and

address the shrinking gap between social and financial capital.

Curated by Jeff Leifer, Circadian Media Lab

Transformative change begins with a shift towards harmonizing our business

and life goals. At Circadian Media Lab, we are committed to bringing

about this meaningful change in culture through authentic engagement.

From engineering digital media to sharing transformational stories, CML is

stretching towards this horizon. I was proud to be among the earliest voices

advocating socially responsible finance and still consider that a driving force

in my life. I’ve had the privilege of working at the intersection of media,

finance and technology for more than three decades – and I’m still learning

how to frame the big questions facing social capital today.

DESIGN FOR SOCIAL INNOVATIONThe most effective social innovations are the result of careful design within

a cultural context. That’s a skill that can be learned. Explore tools and stories

related to system, service, product and business design. Follow the sequence

of a design process through the phases of research, synthesis, concept

development, prototyping, iteration and funding; Dive into tools and stories

related to system, service, product and business design; and participate in

case study presentations, discussions and hands-on activities to help you

apply design methodology to your projects.

Curated by Sarah Brooks, Hot Studio

Assisted by Christina Tran , AC4D

My name is Sarah Brooks, and I’m the Director of Social Innovation at Hot

Studio and founder of Networked Culture, a design strategy consultancy.

At Hot Studio, we are a team of designers and engineers who work with

social entrepreneurs, business leaders, innovative organizations and

emerging companies to help amplify their impact. Since 2000 my work

has focused on designing products and services that support emergent

community. This has included peer-to-peer open collaboration, the creation

of value networks, and the use of rich media to spark debate and share

ideas. I’m excited to be curating the Design for Social Innovation track at

SOCAP 11. I hope to see you there.

TECHNOLOGY: INCLUSIVE AND INVESTIBLEMany challenges face the world, and some situations are getting worse so

rapidly that viable solutions seem daunting. In this track we explore

(1) how technology can be used to bring about systemic change,

quickly, as well as

(2) tools to help investors make sense of this evolving landscape.

Curated by Jessica Margolin

Assisted by Avary Kent, HIP Investor

I’m Jessica Margolin. For over two decades, I’ve been intrigued by the way

different “sectors” of our economy fit together. How is the home related

to the community and the workplace? How do for-profits and non-profits

complement each other? If someone has a bad day at work, does that affect

the efficacy of the school system? If we created a person-centric model of

the economy (like a carbon cycle or a water cycle) how might that inform the

way we think and feel about our lives?

TRACKS AT SOCAP11

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SOCAP11 CONFERENCE GUIDE26 27TRACKS

All these different sets of information interact. As a social entrepreneur,

I’ve seen the potential of building products around access to information

and technology. As an impact investment analyst, I enjoy the scale.

PEOPLE-POWERED CAPITAL Sponsored by MicroPlace

Within this track, we investigate how on-line and off-line democratizing trends

are disrupting the capital markets. With platforms like IndieGoGo, MicroPlace,

and Kiva, an individual can invest as little as $20 to make a change in the

world. Together, all of us can make a bigger difference than just the rich and

philanthropic few. Join us to explore ways entrepreneurs are giving us tools

that use our individual and collective power to make an impact through crowd-

funding and collaborative, shareable commerce.

Curated by Rebecca Petzel, Groupaya

Assisted by Avary Kent, HIP Investor

I’m Rebecca Petzel and I work with Groupaya: a new kind of consultancy

where we empower groups of people to realize their collective intelligence

and maximize collective impact. Since 2008 I’ve been studying how on-

line, collaborative communities are out-performing and supplanting our

old institutional paradigms in efforts to save the world. I’ve helped set

up and manage new crowdsourcing communities, and worked with large

corporations to help them move past old institutional models towards open,

collaborative working styles.

My work is all about creating people-powered mindsets, and no where is this

more needed than in the capital markets. I’m excited to explore the future of

People-Powered Capital and how we can create a movement to take impact

investing to the next level, together.

MONEY, MEANING, & IMPACTDiscover social entrepreneurs who can and are changing the world, and those

who support them – investors, foundations, and government – particularly here

in the United States.

Focus on connecting the best business and project ideas to innovative capital

solutions, providing a mix of risk, return and impact opportunities. Imagine

new rules of the game that solidify the most effective models of social change

through policy reform. Celebrate a new vision for mainstream financial markets

and ask the largest, most influential private and public institutions to take note.

Our shared interest in a sustainable, equitable economic future is at stake.

How can we help you, and you help us, to make capital social by nature?

Curated by Ben Thornley, InSight

Assisted by Meredith Willa, Pacific Community Ventures

I’m Ben Thornley, Director of InSight, the thought leadership practice at

Pacific Community Ventures — a growth equity manager deploying $60

million to high-potential companies in underserved communities in the US.

My work includes building a global network of researchers, investors and

public officials focused on the critical role of government in growing impact

investing, supported by The Rockefeller Foundation, and consulting to the

largest pension fund in the US, CalPERS, on the social impacts of the over

$17 billion it invests in California.

I am excited to use this track as an opportunity to link the many worlds that

comprise social capital and impact investing markets in the US and to highlight

the collaborative ideas and experiences from which we all can benefit.

POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLDThe way to solve a global problem is not with a centralized, global solution; it’s

with polycentric, local solutions everywhere they are needed; urban and rural,

unique but replicable.

We will be exploring the multiple centers of action that must be aligned for

local communities to (re)generate themselves as thrivable, livable places. We

will look at systems of food, housing, and capital flows, as well as ways in

which we build resilience in ourselves and our communities. We will also look

at the ways in which by local action can create sustainable communities built

on mutually accountable, interactive systems.

We will also use ‘living case studies’, and the Eco-cities framework, to ground

each discussion with interactive ‘mini solution sessions’. Let’s bridge the divide

between the developing and developed world, and learn from one another.

Curated by Fiona Hovenden

I’m Fiona Hovenden, curator of the track Polycentric Solutions: Local in the

World. I’m an ethnographer by trade and inclination. I have spent the last twenty

years researching and documenting how individuals, groups, and organizations

change to navigate crisis and embrace possibility. With Erika Gregory I co-

founded the social innovation consultancy Collective Invention, Inc. We use

holistic diagnostics, theater, futures thinking, and research-based persona and

scenario development to create immersive experiences that enable our clients

to explore future options, and develop a forward-acting resilience.

$

$

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SOCAP11 CONFERENCE GUIDE28 29TRACKS

GREEN 2.0: SUSTAINING PEOPLE & PLANETGreen 2.0 fully integrates people and planet into the whole solution. Green

2.0 business products and services are good throughout their entire life cycle,

and good for employees—for the people who mine the raw materials that

wind up in the products, and for all those local ecosystems and community

stakeholders along the way. Green 2.0 conservation solutions create ways for

ecosystems and humans to thrive together, not just in our separate quarters.

Planet-focused investors are learning that they need poor people in the

developing world as allies. And poverty-focused investors find new, green-

focused investors who want to co-invest with them. Learn where opportunity

is emerging, where there are challenges, and where Green 2.0 is moving to

scale and becoming mainstream.

Curated by Liz Krueger

My name is Liz Krueger, and I’m the curator of the Green 2.0 track. I’m a mid-

career professional and student of sustainability working on my own career

transition to Green 2.0. I love seeing the progress in solutions, products and

services that are not just “less bad” than alternatives, but come together as

sustainable and restorative of people and planet.

FIVE FUND FORUM: A SUSTAINABLE INVESTMENT SHOWCASEWatershed Capital Group is organizing its 7th Five Fund Forum in affiliation

with SOCAP11 and Toniic. The Five Fund Forum presents leading private

equity fund managers across the spectrum of sustainability including Impact

Investing, Cleantech, Green Consumer Products, Microfinance, Energy

Efficiency, and Renewable Energy. It provides an opportunity for family

offices, foundations, investment advisors, and other investors to meet fund

managers who are utilizing innovative sustainable investment strategies.

This time around, the forum will be split into two parts. The first session will

include 15-minute presentations from each fund. During the second session

there will be structured Q&A allowing each attendee to spend time with fund

managers they choose. This event is for accredited investors only. If you

have not pre-registered for this session, please arrive 10 minutes early to

complete the necessary paperwork in order to qualify..

Curated by Michael Whelchel

I am the Co-Founder and a Partner of Watershed Capital–an investment

bank working with sustainable funds and companies. I have 16 years

experience financing, acquiring, selling, growing, and operating small and

middle market companies. My experience has included start-ups and later-

stage companies in a range of industries. I have played key roles in the early

stages of two private equity firms. And I am a board member of SJF Institute

and Investors’ Circle.

ENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH Experience social entrepreneurs telling their stories of their world-changing

startups. This track will feature four pitch sessions, each consisting of four

entrepreneurs. Outstanding entrepreneurs were vetted by our partner social

enterprise accelerator programs, and we have chosen the best of the best.

These individuals will be presenting to a panel of esteemed practitioners in

impact investing who are challenged not to find holes in the presentations,

but to compete to offer real, tangible support to help the entrepreneurs

reach their goals.

Curated by Jennifer Nice

I have worked to advance the socially responsible investment category for

the past 11 years. I currently work on strategic initiatives with Good Capital,

Hub Bay Area and ImpactAssets. Previously, I worked for The Women’s

Equity Mutual Fund and have also been active in the creation of Donor

Advised Fund Programs with foundations and individuals that highlight

impact investing.

Ably assisting Jenn with the Entrepreneur Pitch Sessions were Gabby

Culver, Avary Kent and Janet Wang of the SOCAP team.

Entrepreneur Pitch Sessions moderated by Suzanne Beigel

of Investors’ Circle

I’m the former CEO and now on the advisory board of Investors’ Circle, now

a part of SJF Institute, an early stage impact-investing network based in the

US and with strong ties to European networks. I serve on the GIIRS Advisory

Board and boards of for-profit companies I invest in. I’m an active angel

investor and philanthropist. I live in London but spend much time in the US. I

am passionate about bringing women into impact investing, and growing the

base of women entrepreneurs. In an earlier life I built an e-learning business,

have been involved in the online world since the early 1980’s, and have

started and run several green businesses.

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SOCAP11 CONFERENCE GUIDE30 31

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION

IMPACT FORUM

370C 260C HERBST PAVILION

INVESTOR ROOM

SPONSOR AREA/MEALS

KEYNOTES / LEVERAGING THE NEW MEDIA CURRENCY

TRACK 1 DESIGN FOR SOCIAL INNOVATION

TRACK 2 TECHNOLOGY: INCLUSIVE & INVESTABLE

TRACK 3 PEOPLE-POWERED CAPITAL

TRACK 4 MONEY, MEANING & IMPACT

TRACK 5 POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD

TRACK 6 GREEN 2.0: SUSTAINING PEOPLE & PLANET

TRACK 7 A SUSTAINABLE INVESTMENT SHOWCASE

7:30 Registration & Breakfast

9:00 MORNING PLENARY

Keynote Address Kevin Starr

Keeping the Meaning in the MarketKevin Jones, Kevin Starr Steve Wright, Saba Gul Rosa Lee Harden, Mathieu Senard

Introduction to Open SpaceOpen Space Intro Jerry Michalski, Maura Dilley

Simulcast Simulcast

10:40 B R E A K

11:00 Who’s in the Room Who’s in the Room Who’s in the Room Who’s in the Room Who’s in the Room Who’s in the Room

11:45 BLOCK 1 / 90 MINS

Technology and Innovation: New Models of Engagement

BLOCK 1 / 90 MINS

Design-Driven Entrepreneurship

BLOCK 1 / 60 MINS

Innovative Environ-ments: Building Socially Good Prod-ucts from Open Data

BLOCK 1 / 90 MINS

The Democratization of Impact Investing: Break-ing Down Barriers to People-Powered Capital

BLOCK 1 / 60 MINS

First Comes Meaning: A Conversation with Tom Steyer

BLOCK 1 / 90 MINS

Polycentric Solutions: The ‘What?’, the ‘How?’, and the ‘Why?’

BLOCK 1 / 60 MINS

Linkages: Investing, Business and Conservation

BLOCK 1 / 60 MINS The New Seed Funds: Filling the Gap in Early-Stage Impact Investing

12:45 L U N C H L U N C H L U N C H L U N C H Lunch Served in Room

1:15

1:45 L U N C H L U N C H WILD CARD TRACK

BLOCK 2 / 90 MINS Building the Impact Entrepreneur Move-ment: Perspectives from Top Early Stage Entrepreneurs in Central America

BLOCK 2 / 90 MINS

Technology Solutions: Ready to Scale

L U N C H BLOCK 2 / 90 MINS

The Business Case for Impact Metrics

L U N C H BLOCK 2 / 90 MINS

Innovations in Conserva-tion Development

BLOCK 2 / 90 MINS

Five Fund Forum Presentations

2:15 BLOCK 2 / 60 MINS

Leverage Content to Maximize Impact and Return This session begins at 2:15

BLOCK 2 / 60 MINS

Village Capital: What if Microfinance and Angel Investing Had a Baby?This session begins at 2:15

BLOCK 2 / 60 MINS

Real Food: Access and CooperationThis session begins at 2:15

3:15 B R E A K

SCHEDULE

DAY 1WEDNESDAYSEPTEMBER 7

Page 18: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE32 33SCHEDULE / DAY 1

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION

IMPACT FORUM

370C 260C HERBST PAVILION

INVESTOR ROOM

SPONSOR AREA/MEALS

KEYNOTES / LEVERAGING THE NEW MEDIA CURRENCY

TRACK 1 DESIGN FOR SOCIAL INNOVATION

TRACK 2 TECHNOLOGY: INCLUSIVE & INVESTABLE

TRACK 3 PEOPLE-POWERED CAPITAL

TRACK 4 MONEY, MEANING, & IMPACT

TRACK 5 POLYCENTRIC SOLUTIONS: LO-CAL IN THE WORLD

TRACK 6 GREEN 2.0: SUSTAINING PEOPLE & PLANET

TRACK 7 A SUSTAINABLE INVESTMENT SHOWCASE

3:30 AFTERNOON PLENARY

The Power of All of UsKeynote Address: Giles Cassel, MicroPlace

PLUS: There’s Karma in Impact Investing. Come to this Session to Collect Yours

Simulcast Simulcast

4:30 B R E A K

I N H E R B S T

P A V I L I O N

4:45 BLOCK 3 / 60 MINS

An Armchair Conversa-tion with Van Jones

BLOCK 3 / 60 MINS

Gleaning InsightsWILD CARD TRACK

BLOCK 3 / 60 MINS

The Coming Capital Convergence

BLOCK 3 / 60 MINS

Igniting a Global Community of Impact Investors

BLOCK 3 / 60 MINS

Changing the Game: The Big Role for Smart Government

BLOCK 3 / 60 MINS

Investing in Home: The Role of Housing and the Built Environment

BLOCK 3 / 60 MINS

Financing for Leverage, Scale and Impact

BLOCK 3 / 60 MINS

Five Fund Forum: Q & A with the Five Funds

5:45 B R E A K

5:55 OPEN SPACE

MARKET PLACE

6:45 FOOD TO FUND PARTYSponsored by Whole Foods MarketFESTIVAL PAVILION

SCHEDULE

DAY 1WEDNESDAYSEPTEMBER 7

Page 19: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE34 35SCHEDULE / DAY 2

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION

IMPACT FORUM

370C 260C HERBST PAVILION

INVESTOR ROOM

SPONSOR AREA/MEALS

KEYNOTES / LEVERAGING THE NEW MEDIA CURRENCY

TRACK 1 DESIGN FOR SOCIAL INNOVATION

TRACK 2 TECHNOLOGY: INCLUSIVE & INVESTABLE

TRACK 3 PEOPLE-POWERED CAPITAL

TRACK 4 MONEY, MEANING, & IMPACT

TRACK 5 POLYCENTRIC SOLUTIONS: LO-CAL IN THE WORLD

TRACK 6 GREEN 2.0: SUSTAINING PEOPLE & PLANET

TRACK 7 WHERE THE PASSION MEETS THE PITCH

8:00 Registration / Continental Breakfast

9:00 PLENARY PANELS

Making Your Life CountPenelope Douglas (M)Michael Keischnick, Gil Friend, Jeffrey Hollender

From Crisis to Building Something New Together Debbie Alvarez-Rodriguez, Sean Greene, Lisa Kleissner

Simulcast Simulcast

10:30 B R E A K

10:45 OPEN SPACE

45 MINS

11:30 B R E A K

11:45 BLOCK 4 / 60 MINS

Who Tells the Story? Emerging New Voices

BLOCK 4 / 90 MINS

Reframe: Bridging Research and Action

BLOCK 4 / 60 MINS

Things that Work: Amplifying Impact Through Effective Partnership

WILD CARD TRACK

BLOCK 4 / 60 MINS

Spirituality & Social Enterprise: What’s Your Motivation?

BLOCK 4 / 90 MINS

The Long View: What Institutional investors Want Every Social Entrepreneur to Know

BLOCK 4 / 90 MINS

Slow Money: Capital, Currency and Entrepre-neurs

BLOCK 4 / 60 MINS

Sustainable Business Innovation

BLOCK 4 / 90 MINS

Pitch Session 1: Sustainable Consumer Products and Services

12:45 L U N C H L U N C H L U N C H L U N C H L U N C H

1:15

1:45 L U N C H L U N C H L U N C H BLOCK 5 / 90 MINS

Harnessing Disruptive Innovation: How the Rules of Innovation Can Accelerate Social Impact

BLOCK 5 / 90 MINS

Beyond Crowdfund-ing: The Future of Social Enterprise?

L U N C H L U N C H BLOCK 5 / 90 MINS

Synergies Across Silos: Managing Mission, Meaning and Multiple Stakeholders

BLOCK 5 / 90 MINS

Pitch Session 2: Food and Education

2:15 WILD CARD TRACK

BLOCK 5A / 60 MINS The Foundation of Impact Investing Meets the Future

BLOCK 5 / 60 MINS

Concept GenerationWILD CARD TRACK

BLOCK 5B / 60 MINS Impact Investment in East Asia: Trends and Directions

BLOCK 5 / 60 MINS

Resilience: From Disaster Response to Economic Sustainability

3:15 B R E A K

SCHEDULE

DAY 2THURSDAYSEPTEMBER 8

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SOCAP11 CONFERENCE GUIDE36 37SCHEDULE / DAY 2

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION

IMPACT FORUM

370C 260C HERBST PAVILION

INVESTOR ROOM

SPONSOR AREA/MEALS

KEYNOTES / LEVERAGING THE NEW MEDIA CURRENCY

TRACK 1 DESIGN FOR SOCIAL INNOVATION

TRACK 2 TECHNOLOGY: INCLUSIVE & INVESTABLE

TRACK 3 PEOPLE-POWERED CAPITAL

TRACK 4 MONEY, MEANING, & IMPACT

TRACK 5 POLYCENTRIC SOLUTIONS: LO-CAL IN THE WORLD

TRACK 6 GREEN 2.0: SUSTAINING PEOPLE & PLANET

TRACK 7 WHERE THE PASSION MEETS THE PITCH

3:25 OPEN SPACE

45 MINS

4:10 B R E A K

Feel Good

4:30 KEYNOTE ADDRESS

What’s Next for the Social Capital Market? Kevin Jones

KEYNOTE CONVERSATION

WITH BOB PATTILLO

He’s Been First, He’s Been Right, and He’s on to What’s Next Bob Pattillo, Kevin Jones

Game Changer: Media, Message, MarketsJeff Leifer, Jane McGonigal Pascal Finette

Simulcast

6:00 INNOVATION SHOWCASE PARTY powered by Halloran Philanthropies

SCHEDULE

DAY 2THURSDAYSEPTEMBER 8

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SOCAP11 CONFERENCE GUIDE38 39SCHEDULE / DAY 3

SCHEDULE

DAY 3 FRIDAYSEPTEMBER 9

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION

IMPACT FORUM

370C 260C HERBST PAVILION

INVESTOR ROOM

SPONSOR AREA/MEALS

KEYNOTES / LEVERAGING THE NEW MEDIA CURRENCY

TRACK 1 DESIGN FOR SOCIAL INNOVATION

TRACK 2 TECHNOLOGY: INCLUSIVE & INVESTABLE

TRACK 3 PEOPLE-POWERED CAPITAL

TRACK 4 MONEY, MEANING, & IMPACT

TRACK 5 POLYCENTRIC SOLUTIONS: LO-CAL IN THE WORLD

TRACK 6 GREEN 2.0: SUSTAINING PEOPLE & PLANET

TRACK 7WHERE THE PASSION MEETS THE PITCH

8:00 Registration / Continental Breakfast

9:00 SOCAP/Europe: Looking Back, Looking Forward Frank van Beuningen

KEYNOTE ADDRESS

Government that Gets Things DoneElizabeth Littlefield

MINI KEYNOTE

What Does it Take to Reach Scale? Brian Trelstad

Best of the Passion Meets the Pitch

10:30 B R E A K B R E A K

10:45 OPEN SPACE

60 MINSBLOCK 6 / 90 MINS

Pitch Session 3: Scarcity and ResilienceThis session begins at 11:30

11:45 B R E A K B R E A K

12:00 WILD CARD TRACK

BLOCK 5A / 60 MINS

Investing with Impact: A Partnership-Based Approach to Social and Environmental Innovation

BLOCK 5 / 60 MINS

Prototyping: It’s Not Just for Products

BLOCK 5 / 60 MINS

Power Shift: Making Modern Energy Afford-able, Accessible and Investible at the BoP

BLOCK 5 / 60 MINS

The Rise of the Access Economy and People-Powered Marketplaces

BLOCK 5 / 60 MINS

Capital IdeasWILD CARD TRACK

BLOCK 5 / 60 MINS

Are You Hungry for Access, Economic Development and Innovation to Elimi-nate Food Deserts

BLOCK 6 / 60 MINS

Seeding Systems Change: A Look Toward Green 3.0

1:00 L U N C H L U N C H L U N C H L U N C H L U N C H L U N C H L U N C H L U N C H

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SOCAP11 CONFERENCE GUIDE40 41SCHEDULE / DAY 3

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION

IMPACT FORUM

370C 260C HERBST PAVILION

INVESTOR ROOM

SPONSOR AREA/MEALS

KEYNOTES / LEVERAGING THE NEW MEDIA CURRENCY

TRACK 1 DESIGN FOR SOCIAL INNOVATION

TRACK 2 TECHNOLOGY: INCLUSIVE & INVESTABLE

TRACK 3 PEOPLE-POWERED CAPITAL

TRACK 4 MONEY, MEANING, & IMPACT

TRACK 5 POLYCENTRIC SOLUTIONS: LO-CAL IN THE WORLD

TRACK 6 GREEN 2.0: SUSTAINING PEOPLE & PLANET

TRACK 7 WHERE THE PASSION MEETS THE PITCH

1:30 L U N C H L U N C H L U N C H L U N C H L U N C H L U N C H L U N C H BLOCK 7 / 90 MINS

Pitch Session 4: Energy and TechnologyThis session begins at 1:30

2:00 WILD CARD TRACK

BLOCK 6A / 60 MINS

It’s “All in the (Fund) Family”—Managing Scale through Multiple Funds

BLOCK 6 / 60 MINS

Launching and Iterating: Learning from the Market

BLOCK 6 / 60 MINS

Investing for the Future of Technology

BLOCK 6 / 60 MINS

The Art of Possibility: A SOCAP Collective Impact Project

BLOCK 6 / 60 MINS

Blue Sky: The Shape of the Impact Economy in 2012 and Beyond

BLOCK 6 / 60 MINS

The Polycentric Region

3:00 B R E A K B R E A K

3:10 EVENING PLENARY

Keynote Conversation with Craig Newmark Craig’s Next Craig Newmark, Kevin Jones

KEYNOTE ADDRESS

Bonnie Nixon

Filling the Gaps Matt Bannick, Jed Emerson Tracy Palandjian, Bill Davis

Simulcast Simulcast

4:50 OPEN SPACE

JAMBOREE

6:00 BREAK DOWN PARTY AND OFF THE GRIDFESTIVAL PAVILION AND FT. MASON PARKING LOT

SCHEDULE

DAY 3 FRIDAYSEPTEMBER 9

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10:30 AM OPEN SPACE INTROJerry Michalski and Maura Dilley introduce us to the new, integrated Open Space sessions that we will use to bring even more voices to the conversation at SOCAP11.

10:40 AM

BREAK FESTIVAL PAVI LION

11:00 AM WHO’S IN THE ROOM?With this year’s conference being larger than ever, we are inviting you as a participant to join the track you are most interested in for this 45-minute session that will introduce the various ways attendees have of connecting at SOCAP11. This session will also include a brief overview of the conference to help you navigate a very rich three days. Simply go to the room where the breakout session you are planning to attend is being held and there will be an intro conversation running right up to the beginning of the first session.

11:45 AM PARALLEL SESSIONS BLOCK 1 TECHNOLOGY AND INNOVATION: NEW MODELS OF ENGAGEMENTLEVERAGING THE NEW MEDIA CURRENCY / BLOCK 1 90 M I N UTE SESSION / COWE LL TH EATE R

Jane McGonigal, Institute for the Future

Christina Samala, Story of Stuff

Tiffany Shlain, Webby Awards & Filmmaker

As the limits between our virtual and off-line worlds continue to blur, we have an opportunity to create a united vision reflecting our true values. We deconstruct new

7:30 AM

REGISTRATION OPENS FESTIVAL PAVI LION

CONTINENTAL BREAKFAST FESTIVAL PAVI LION

9:00 AM PLENARY SESSION KEYNOTE ADDRESS Kevin Starr

PANEL

KEEPING THE MEANING IN THE MARKET Kevin Jones, Rosa Lee Harden, SOCAP (co-moderators)

Kevin Starr, Mulago Foundation

Steve Wright, Grameen Foundation

Saba Gul, Bags for Bliss

Mathieu Senard, Alter Eco

A Pakistani entrepreneur whose enterprise helps girls earn the money to stay in school, a donor whose impact metrics are so beautiful he’s asked to speak at design conferences, a leader of a fair trade company that does reforestation and seed banks for biomedicinals in the developing world, and a thought leader at the intersection of money and meaning, in conversation with SOCAP convener Kevin Jones and SOCAP producer and Episcopal priest Rosa Lee Harden. Where do you find the persistent motivation when progress is hard and everything feels like you’re going up hill? And when momentum comes knocking, how do you keep the meaning and the mission on track?

DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS

models that leverage the link between social interaction and commerce while monitoring the evolving relationship between technology, trust, and personal privacy.

DESIGN-DRIVEN ENTREPRENEURSHIPDESIGN FOR SOCIAL INNOVATION / BLOCK 1 90 M I N UTE SESSION / F I R E HOUSE

Jon Kolko, Austin Center for Design & Thinktiv

Kriss Deiglmeier, Center for Social Innovation (CSI) at the Stanford Graduate School of Business

Gary Chou, Union Square Ventures Network

There’s a new wave of social entrepreneurs coming– those who approach the creation of their company from a design perspective, rather than a business, policy, or technology perspective. This session brings together these entrepreneurs in order to explore the new wave of socially-minded, design-driven companies, products, and services. In this session, we’ll describe different approaches to the creation of design-driven innovation in startups, and foster a productive dialogue around financing, operating, and sustaining a double-bottom-line company.

INNOVATIVE ENVIRONMENTS: SOCIALLY GOOD PRODUCTS FROM OPEN DATATECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 1 60 M I N UTE SESSION / FLE ET ROOM

Jay Nath, City and County of San Francisco

Leo Bonanni, Sourcemap

Jennifer Pahlka, Code for America

Nate Heller, Ayllu Initiative

What can data tell us about where to invest and what projects to pursue? Jay Nath leads a panel with expertise in governmental, non-profit, and supply-chain data. Panelists will discuss building alliances to source data, and the products for social good that can emerge from open data sources.

THE DEMOCRATIZATION OF IMPACT INVESTING: BREAKING DOWN BARRIERS TO PEOPLE-POWERED CAPITALPEOPLE-POWERED CAPITAL / BLOCK 1 90 M I N UTE SESSION / G OLDE N GATE

Jenny Kassan, Cutting Edge Capital

Mike Van Patten, Mission Markets

Amy Pearl, Springboard Innovation

Dana Mauriello, ProFounder

John Katovich, Katovich Law Group

Ari Derfel, Slow Money

This panel explores why 98% of us are currently not allowed to make impact investments, the movement to break down those institutional barriers, and innovative moves to democratize capital.

FIRST COMES MEANING: A CONVERSATION WITH TOM STEYERPHILANTHROPY: PRESENTED BY LIQUIDNET

MONEY, MEANING & IMPACT / BLOCK 1 60 M I N UTE SESSION / I M PACT FOR U M

Drummond Pike, Equilibrium Capital Group

Tom Steyer, Farallon Capital Management

Tom Steyer, founder of Farallon Capital and one of America’s leading investors and philanthropists, joins Drummond Pike, Principal at Equilibrium Capital and the founder of The Tides Organizations, in a conversation about the personal convictions that underpin the emergence of social capital markets as a transformative global phenomenon. What motivated one of the world’s most successful investors to create the innovative One PacificCoast, the award-winning community bank? Should financial- and impact-first investing remain compartmentalized? Under what conditions will “mainstream” markets incorporate principals of impact investing? What does the future hold for social and environmental markets and the entrepreneurs that, like Tom, are driven by both money and meaning?

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DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS

POLYCENTRIC SOLUTIONS: THE WHAT?, THE HOW?, AND THE WHY? PHILANTHROPY: PRESENTED BY LIQUIDNET

POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 1 60 M I N UTE SESSION / 370 C

David Erickson, Federal Reserve Bank of San Francisco

Bert-Ola Bergstrand, Community of Bergsjon

Marco Vangelisti, Ecocity Builders

Michelle Long, Business Alliance for Local Living Economies

(BALLE)

How might locally focused, globally aware, and distributed action help us to create economic and environmental sustainability and equity? In the track as a whole we will be exploring different aspects of local systems and ways in which people are creating new value, strongly tied to locally relevant outcomes. In this introductory session, we will discuss polycentrism as an approach of distributed power and mutual responsibilities. We will look at polycentrism as a structure, but also as a set of capacities – if we believe complex problems are best solved by multiple actors and agencies, sharing power and responsibility, how do we need to plan, act, and assess differently?

LINKAGES: INVESTING, BUSINESS, AND CONSERVATIONGREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 1 60 M I N UTE SESSION / 260 C

Elizabeth Krueger, Green 2.0 Track Curator (panel moderator)

Jeffrey Hollender, Seventh Generation & the American

Sustainable Business Council

Ken Wilson, PhD, The Christensen Fund

Diana Propper de Callejon, Expansion Capital Partners

Businesses and conservation groups are shifting from “better products” and “preserving nature” to more holistic systems thinking about solutions. Businesses work deep in their supply chains and consider employee and community stakeholders in their practices. Conservation groups

seek solutions that provide for humans in the natural environment. Investors play a role in supporting both. Hear from Jeffrey Hollender, Diana Propper de Callejon and Ken Wilson what is spurring these changes and what’s ahead.

THE NEW SEED FUNDSENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH / BLOCK 1 60 M I N UTE SESSION / I NVESTOR ROOM

Wes Selke, Hub Ventures & Good Capital (panel moderator)

Ross Baird, Gray Ghost Ventures & Village Capital

Miguel Granier, Invested Development

John Duffy, The Eleos Foundation

How can seed funders help social enterprises get started and scale? Hear from four groundbreaking practitioners who are proving that there is opportunity in this space.

12:45 PM LUNCHFESTIVAL PAVI LION

1:45 PM PARALLEL SESSIONS BLOCK 2 LEVERAGING CONTENT TO MAXIMIZE IMPACT AND RETURNLEVERAGING THE NEW MEDIA CURRENCY / BLOCK 2 2:15 / 90 M I N UTE SESSION / COWE LL TH EATE R

Matthew Mahan, Causes

Atossa Soltani, Amazon Watch

Nancy Pfund, DBL Ventures

Who says content has to either deliver a high ROI (return on investment) or reflect our values? Compelling case studies help us explore creative approaches to content, revealing emerging models that link sustainability and meaningful engagement to profit.

BUILDING THE IMPACT ENTREPRENEUR MOVEMENT: PERSPECTIVES FROM AGORA FUND ENTREPRENEURS IN CENTRAL AMERICAWILD CARD TRACK / BLOCK 2 90 M I N UTE SESSION / F I R E HOUSE

Ben Powell, Agora Partnerships

Daniela Hammeken, Agora Partnerships

Will Haughey, Tegu

Juan Fermín Rodríguez, QUETSOL

Ben Sandzer Bell, CO2 Bambu

Maria Pacheco, Kiej de los Bosques

Rahul Desai, Inter-American Development Bank

Building a more sustainable capitalist economy will require a new breed of sophisticated entrepreneurs committed to creating shared value through their business. In Central America, the barriers to entrepreneurship are especially challenging. Come hear from entrepreneurs operating in some of the world’s poorest communities and solving some of the most intractable problems though market-based strategies.

TECHNOLOGY SOLUTIONS: READY TO SCALETECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 2 90 M I N UTE SESSION / FLE ET ROOM

Richenda Van Leeuwen, UN Foundation (panel moderator)

Keely Stevenson, Bamboo Finance

Sam Goldman, d.light

Allison Archambault, EarthSpark International

Patrick Maloney, Imprint Capital

Miguel Granier, Invested Development

Gaurav Manchanda, One Degree Solar

The UN Foundation leads a panel discussion of energy entrepreneurs. Panelists will discuss energy poverty, working with countries on energy access plans, setting up a new platform for private sector and NGO engagement on the issue, and promoting innovative energy access solutions.

VILLAGE CAPITAL: WHAT IF MICROFINANCE AND ANGEL INVESTING HAD A BABY?PEOPLE-POWERED CAPITAL / BLOCK 2 2:15 / 60 M I N UTE SESSION / G OLDE N GATE

Ross Baird, Gray Ghost Ventures & Village Capital

Anoj Viswanathan, Milaap

Jen Medbery, Drop the Chalk

Wes Selke, Hub Ventures & Good Capital

Neera Nundy, Dasra

Come hear how the Village Capital model has put capital in the hands of entrepreneurs and democratized seed capital financing.

THE BUSINESS CASE FOR IMPACT METRICSMONEY, MEANING & IMPACT / BLOCK 2 1:45 / 90 M I N UTE SESSION / I M PACT FOR U M

Cathy Clark, Center for the Advancement of Social

Entrepreneurship (CASE)

Liz Sessler, Enterprise Community Investment

Patrick Gleeson, Meyer Family Enterprises

Chris Mann, Guayaki Sustainable Rainforest Products

Vincent Siciliano, New Resource Bank

This session will explore the business case for impact metrics. The panel will feature business, philanthropic, and investment leaders exploring the ways in which tracking impact metrics has had a tangible effect—from bottom line to customer relationships, from attracting investors to helping inform public policy. As new systems of measurement and standards emerge, what are the tensions from within a company or a fund about how much time and effort to put into metrics? Who are the ultimate consumers of metrics and what kind of cost/benefit analysis needs to be done about meeting their needs? The goal of the session is to explore what actually works in terms of making metrics actionable and valuable.

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4:30 PM

BREAK FESTIVAL PAVI LION

4:45 PM PARALLEL SESSIONS BLOCK 3 SOCAP PROUDLY PRESENTS AN ARMCHAIR CONVERSATION WITH VAN JONESLEVERAGING THE NEW MEDIA CURRENCY / BLOCK 3 4:45 / 60 M I N UTE SESSION / COWE LL TH EATE R

Jeff Leifer, Circadian Media Lab

Van Jones, The Green-Collar Economy

Join us in an intimate, informal setting with Van Jones, the iconoclastic human rights pioneer, former Green Jobs advisor to the Obama White House, and author of the groundbreaking bestseller The Green-Collar Economy. The driving force behind the recently launched “Rebuild the Dream” movement, the award-winning Green For All leader fields questions and shares personal insights about the new tools of social capital and how they can be leveraged to bring about political, economic, and environmental change. The discussion will be moderated by Jeff Leifer, CEO of Circadian Media Labs.

GLEANING INSIGHTSDESIGN FOR SOCIAL INNOVATION / BLOCK 3 60 M I N UTE SESSION / F I R E HOUSE

Maria Giudice, Hot Studio

Sarah Brooks, Hot Studio

Karin Hibma, : : CRONAN : :

Michael Cronan, : : CRONAN : :

The design process doesn’t start on the computer. It doesn’t start with conclusions. It starts with discovery and searching for insights and things that people haven’t yet identified. It

REAL FOOD: ACCESS AND COOPERATIONPOLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 2 2:15 / 60 M I N UTE SESSION / 370 C

Pandora Thomas, Earthseed Consulting

Zakiya Harris, Earthseed Consulting

Konda Mason, Earthseed Consulting

Susan Beck, Ashland Cherryland Garden and Arts Network

Dana Harvey, Mandela MarketPlace

Shanale Allen, Soul Sisters Farm & Ashland Cherryland Garden

and Arts Network

With increasing economic and environmental insecurity, food access is becoming a critical issue. Food insecurity makes communities more vulnerable to other effects, and traditionally disenfranchised communities are at risk. How do we think about urban agriculture and sustainable farming to ensure that good, fresh food is within the reach of all? A re-imagining of the food-shed—and local resources—creates value, builds skills and engagement, and is ultimately a foundation for resilience.

INNOVATIONS IN CONSERVATION DEVELOPMENT PHILANTHROPY: PRESENTED BY LIQUIDNET

GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 2 90 M I N UTE SESSION / 260 C

Patricia Chin-Sweeney, I-DEV International

Martha “Pati” Ruiz Corzo, Grupo Ecológico Sierra Gorda

Neel Inamdar, Verde Ventures Fund

David Leventhal, Playa Viva

Patrick Bergin, PhD, African Wildlife Foundation

Larry Bohlen, Green Leaf Gold

Conservation entrepreneurs and funders—who are engaging communities in economically- and environmentally-sustainable development—share their innovative approaches to conservation financing, and projects such as ecotourism and sustainable agriculture. Learn why solutions work and how people and planet are affected.

DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS

ACCREDITED INVESTOR PRESENTATIONSFIVE FUND FORUM – A SUSTAINABLE INVESTMENT SHOWCASE / BLOCK 2 90 M I N UTE SESSION / I NVESTOR ROOM

Presenters / Fund Managers from Five Impact Funds

Organizers / Michael Whelchel & Shawn Lesser, Watershed

Capital Group

Five impact funds ranging from microfinance, to real estate to cleantech will outline their management team, track record, and selection strategy. This session is a collaboration of SOCAP and Watershed Capital to showcase innovative fund managers in the sector, some of which have received support and backing from members of the Toniic investor network. This event is for accredited investors only. Those interested can pre-register for this event at http://www.watershedcapital.com/Five_Fund_Forum.html. If you have not pre-registered for this session, please arrive 10 minutes early to complete the necessary paperwork in order to qualify.

3:15 PM

BREAK FESTIVAL PAVI LION

3:30 PM PLENARY SESSION THE POWER OF ALL OF US KEYNOTE: Giles Cassels, MicroPlace

Institutional investors have discovered impact investing, but people-powered capital—individuals investing as little as $20 apiece—may become an even more powerful force for good. A look at the FreshWorks campaign to create healthy grocery stories in urban food deserts across the nation, and how the crowdfunded MicroPlace platform lets the collective investing power of the average person be part of the solution.

also begins with empathy – understanding the people you want to serve, and the people you bring together to build your organization. This session will explore how to find the right questions that lead you to higher thinking, facilitate listening for opportunity and positive potentiality, and allow you to glean insights that will help you understand and prioritize who you’re designing for.

THE COMING CAPITAL CONVERGENCE PHILANTHROPY: PRESENTED BY LIQUIDNET

WILD CARD TRACK / BLOCK 3 60 M I N UTE SESSION / G OLDE N GATE

Stacy Caldwell, Dallas Social Venture Partners

Bonny Moellenbrock, SJF Institute/Investor’s Circle

Andrew Bangser, Foundation Source

Jacob Harold, Hewlett Foundation

Brian Walsh, Liquidnet Markets for Good

What can philanthropy and impact investing learn from each other to build a better marketplace for good?

IGNITING A GLOBAL COMMUNITY OF IMPACT INVESTORS PEOPLE-POWERED CAPITAL / BLOCK 3 60 M I N UTE SESSION / G OLDE N GATE

Megan Fielding, MicroPlace

Giles Cassels, MicroPlace

Scott Andersen, First Unitarian Society Microfinance

Fund Committee

Patrick Donohue, The Hoop Fund

Jo-Ann Tan, Acumen Fund

Natalia Oberti Noguera, The Pipeline Fund Fellowship

How can we ignite a movement that will bring impact investment to the masses? With new retail- and consumer-driven platforms for impact investing such as MicroPlace growing year after year, it’s time to explore the behavior and mindsets that will drive success in this marketplace and the keys to building a movement of invested communities.

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CHANGING THE GAME: THE BIG ROLE FOR SMART GOVERNMENTMONEY, MEANING & IMPACT / BLOCK 3 60 M I N UTE SESSION / I M PACT FOR U M

Mark Newberg, Small Business Administration

Laura Tomasko, Council on Foundations

Penelope Douglas, Hub Bay Area & SOCAP

Ronnie Chatterji, The Fuqua School of Business

Jonathan Greenblatt, Impact Economy Initiative,

The Aspen Institute

Fran Seegull, ImpactAssets

This session brings together an important mix of interests (a policy maker, social entrepreneur, philanthropist, investor, and platform provider) (since there are 6 panelists do we want 6 descriptors vs. 5?) and focuses on the government’s deep and abiding interest in investment markets with explicit social and/or environmental benefits. With shrinking public budgets, and a laser-like focus on job creation, the race to develop innovative policy mechanisms driving greater pools of private capital toward increased public good is as urgent as it’s ever been.

INVESTING IN HOME: THE ROLE OF HOUSING AND THE BUILT ENVIRONMENTPOLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 3 60 M I N UTE SESSION / 370 C

Peter Lundstedt, Familjebostäder

Lenora Suki, Smart Cities Advisors

Greg Giornelli, Purpose Built Communities

Sam Moss, Purpose Built Communities

More than 50% of the world’s population now lives in cities. Multiple actors are working together to generate polycentric and holistic solutions for urban environments. These range from mixed-income housing, multi-use developments, public, private, and hybrid financing for social housing, and design for proximity. Capital and expertise are responding to local environments to create safe and sustainable communities, with lessons that can be applied across the globe.

FINANCING FOR LEVERAGE, SCALE, AND IMPACTGREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 3 60 M I N UTE SESSION / 260 C

Jason Spindler, I-DEV International

Carl Palmer, Beartooth Capital

David Chen, Equilibrium Capital Group

Jesse Last, Root Capital

Paul Herbertson, Fauna & Flora International

Carbon markets, traditional capital markets, and other financing solutions are being used by leaders for leverage, scale, and to maximize their positive impact. They discuss why they chose their approaches, how they work, and what’s ahead.

Q&A WITH FUNDSFIVE FUND FORUM—A SUSTAINABLE INVESTMENT

SHOWCASE / BLOCK 3 60 M I N UTE SESSION / I NVESTOR ROOM

Presenters / Fund Managers from Five Impact Funds

Organizers / Michael Whelchel & Shawn Lesser, Watershed

Capital Group

Participate in a question and answer session with the five impact funds that participated in the session earlier today titled Watershed: Presentations. This Q&A session provides one-on-one time with the fund managers. This event is for accredited investors only. Those interested can pre-register for this event at http://www.watershedcapital.com/Five_Fund_Forum.html. If you have not pre-registered for this session, please arrive 10 minutes early to complete the necessary paperwork in order to qualify.

5:45 PM

BREAK H E R B ST PAVI LION

DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS

5:55 PM OPEN SPACE MARKETPLACE50 M I N UTE SESSION / I M PACT FOR U M

I N H E R B ST PAVI LION

This session is where people who would like to propose a topic for an Open Space session are invited to pitch their ideas. It is a very important session to help find the additional voices and topics to add to the conversation at SOCAP11. If you want to know what people are interested in the social capital markets space, you will want to attend this marketplace of ideas.

6:45 PM FOOD TO FUND PARTY

FESTIVAL PAVI LION

Food to Fund Party presented by Whole Foods Market

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SOCAP11 CONFERENCE GUIDE50 SCHEDULE DETAILS / DAY 2 51

10:30 AM

BREAK FESTIVAL PAVI LION

10:45 AM OPEN SPACE SESSIONS

45 M I N UTE SESSION / FESTIVAL PAVI LION

11:30 AM

BREAK FESTIVAL PAVI LION

11:45 AM PARALLEL SESSIONS BLOCK 4 WHO TELLS THE STORY? EMERGING NEW VOICESLEVERAGING THE NEW MEDIA CURRENCY / BLOCK 4 60 M I N UTE SESSION / COWE LL TH EATE R

Thomas Kostigen, MarketWatch

Jeanne Bourgault, Internews Network

Patrice Schneider, Media Development Loan Fund

With people around the world having unprecedented access to the tools of media, we are both witnessing and participating in the democratization of our planet. The panelists for this session have a vested interest in ushering these new voices into the conversation, forging non-traditional alliances that bridge worlds in order to achieve common goals.

8:00 AM

REGISTRATION OPENS FESTIVAL PAVI LION

CONTINENTAL BREAKFAST FESTIVAL PAVI LION

9:00 AM PLENARY SESSION90 M I N UTE SESSION

PANEL

FROM CRISIS TO BUILDING SOMETHING NEW TOGETHER

Deborah Alvarez-Rodriguez, Goodwill Industries

Sean Greene, Small Business Administration

Lisa Kleissner, KL Felicitas Foundation

Suzanne DiBianca, Salesforce.com Foundation

In the era of anti-institutions, as cities, states, and countries default on economic and social obligations, and citizen movements have the power to topple governments but little ability to rebuild them, what will it take to solve the world’s most intractable problems? Deborah Alvarez-Rodriguez—who leads one of the country’s largest social enterprises—says the answer is in strategic co-opetition that straddles sectors and power.

PANEL

MAKING YOUR LIFE COUNT

Penelope Douglas, Hub Bay Area & SOCAP (panel moderator)

Michael Kieschnick, CREDO Mobile

Jeffrey Hollender, Seventh Generation & American Sustainable

Business Council

Gil Friend, Natural Logic

Four people with a history of making a big difference with their careers talk about their new directions and decisions, and how personal choices intersect with the needs of the world.

DAY 2 SCHEDULE DETAILS

REFRAME: BRIDGING RESEARCH AND ACTIONDESIGN FOR SOCIAL INNOVATION / BLOCK 4 90 M I N UTE SESSION / F I R E HOUSE

Sami Nerenberg, Design for America

Elizabeth Johansen, Design that Matters

Saul Garlick, ThinkImpact

Distilling and synthesizing the right direction from an overwhelming amount of information gathered during research is an essential step in designing for positive social impact. During this hands-on, interactive session we’ll try new processes and frameworks that help you understand the process of synthesizing research, and explore ways to use it as a bridge to generate appropriate action and powerful solutions.

THINGS THAT WORK: AMPLIFYING IMPACT THROUGH EFFECTIVE PARTNERSHIPTECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 4 60 M I N UTE SESSION / FLE ET ROOM

Kelli Peterson, UNICEF

Erica Kochi, UNICEF

Rajesh Anandan, The US Fund for UNICEF

Robert Fabricant, Frog Design

Mariana Amatullo, Art Center College of Design

Fostering effective and efficient innovation requires best-in-class thinking and practices. Drawing on the experience, methods, and resources of partners from the design, academic and private sector, UNICEF has been able to build on open-source technology platforms to co-create solutions that amplify impact. Using successfully piloted projects as examples, this panel will explore how skill sets, insights, and a contextual understanding of the challenges help cross-sector teams work together to design for development.

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SPIRITUALITY & SOCIAL ENTERPRISE: WHAT’S YOUR MOTIVATION?WILD CARD TRACK / BLOCK 4 60 M I N UTE SESSION / G OLDE N GATE

Alex Hofmann, Changents (panel moderator)

Sal Giambanco, Omidyar Network

Lisa Lepson, Joshua Venture Group

Matt Flannery, Kiva

Ashwini Narayanan, MicroPlace

Firas Ahmad, Emergence BioEnergy

Wisdom. Spirituality. Faith. Religion. Whatever words you choose, the sense of being connected to something greater than ourselves can be strong motivation for social entrepreneurs and impact investors to amplify their action at the intersection of money and meaning. In this conversation, we will explore–from a range of perspectives and faith traditions–how spirituality guides, empowers, and unites, but may also throw up barriers and create divisions between people of goodwill who are inspired to change the world.

THE LONG VIEW: WHAT INSTITUTIONAL INVESTORS WANT EVERY SOCIAL ENTREPRENEUR TO KNOW PHILANTHROPY: PRESENTED BY LIQUIDNET

MONEY, MEANING & IMPACT / BLOCK 4 90 M I N UTE SESSION / I M PACT FOR U M

Laura Callanan, McKinsey & Company

Mike Dorsey, The Westly Group

Will Rosenzweig, Physic Ventures

Dipender Saluja, Capricorn Investment Group

Nancy Rosenzweig, Trillium Asset Management

Amit Tiwari, Invesco Private Capital

Doug Ferguson, 5 Stone Green Capital

Institutional investors approach social capital markets in a very particular way—usually with a focus on financial returns, conventional assets, and more established intermediaries. They also have a large stake in sustainable economic growth over the long haul. In this session, some of the largest and most influential investors share their views on the opportunity for delivering sustainable

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DAY 2 SCHEDULE DETAILSlong-term performance at the intersection of money and meaning in health care, the environment, and other impact markets. This active panel focuses on the dos, don’ts, and pet peeves that institutional investors have to share with social enterprise founders and senior management teams who are seeking institutional capital.

SLOW MONEY: CAPITAL, CURRENCY, AND ENTREPRENEURSPOLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 4 90 M I N UTE SESSION / 370 C

Arno Hesse, Slow Money & Bernal Bucks

Lakshmi Karan, Riders for Health

Paul Lamb, Man on a Mission Consulting

Homayoon Shahinfar, Stima Systems

Claire Herminjard, Mindful Meats

In contrast to classic capitalism, with its singular focus upon the extraction of resources to create value, the principles of Slow Money argue for a regenerative system of capital flow. Value taken out is balanced by value put back in. Using the ideas of farming and Slow Food as metaphor and inspiration, this movement argues for percentages of re-investment into the local community—What would the world be like if we invested 50% of our assets within 50 miles of where we live? In order to make local communities viable and self-sustaining what kinds of entrepreneurship and business models are needed?

SUSTAINABLE BUSINESS INNOVATIONGREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 4 60 M I N UTE SESSION / 260 C

Jeffrey Hollender, Seventh Generation & the American

Sustainable Business Council

Kristofor Lofgren, Creator and Owner, Bamboo Sushi

Michael Kieschnick, CREDO/Working Assets

Engage with business leaders on the biggest challenges and opportunities, as well as the key innovations in their business models. Find out why these leaders are driving

this change, what really works, where success has been elusive, and what they see ahead.

PITCH SESSION 1: SUSTAINABLE CONSUMER PRODUCTS AND SERVICESENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH / BLOCK 4 90 M I N UTE SESSION / I NVESTOR ROOM

Entrepreneurs who are pitching: William Haughey, Tegu

Patrick Donohue, The Hoop Fund

Tiago Dalvi, Solidarium

Maria Pacheco, Kiej de los Bosques

Supporting Mentors:Regina Ridley, Stanford Social Innovation Review

Betsy Densmore, Academies for Social Entrepreneurship

Miguel Granier, Invested Development

Moderator:Suzanne Biegel, Investors’ Circle

A toy business founded to address unemployment, under-utilized natural and human resources and the need for entrepreneurship in Honduras; a crowdfunding platform that enables you to invest in farmers and artisans behind products that do good for the world; a social enterprise providing retail price opportunities to micro and small market products in Brazilian communities; and a business model operating like a global farmer’s market, connecting organic farmers in Latin America directly to you. Hear from these social entrepreneurs as they pitch their take on sustainability within the consumer products and services industry. Each presenter will receive on-the-spot support from mentors who will commit to providing tangible resources, offer network connections, and give concrete advice.

12:45 PM LUNCH

1:45 PM PARALLEL SESSIONS BLOCK 5 THE FOUNDATION OF IMPACT INVESTING MEETS THE FUTUREWILD CARD TRACK / BLOCK 5A 2:15 / 60 M I N UTE SESSION / COWE LL TH EATE R

Jed Emerson, Blended Value

Antony Bugg-Levine, Harnessing the Power of Impact Investing,

The Rockefeller Foundation

Nicole-Anne Boyer, Adaptive Edge

How can we accelerate the shift to an integrated future—one that takes a unified approach to making money and making a difference? Co-authors of the first seminal book on impact investing explore key levers of deeper change and innovation with a leading future strategist, while tapping into the collective insights of session attendees.

CONCEPT GENERATIONDESIGN FOR SOCIAL INNOVATION / BLOCK 5 2:15 / 60 M I N UTE SESSION / F I R E HOUSE

Heather Fleming, Catapult Design

Erica Priggen, Free Range Studios

Cheryl Heller, School of Visual Arts & PopTech

Sarah Brooks, Hot Studio

All innovation begins with an idea. And all sustainable enterprise depends on ideas that integrate meaning with money. This hands-on, interactive session will explore: how to have a worthwhile idea that matters to you, and define it in a way that

captures its uniqueness; how to engage the right people and win support for your idea through storytelling; and how to protect the integrity of your idea as you move through the process of realizing it.

HARNESSING DISRUPTIVE INNOVATION: HOW THE RULES OF INNOVATION CAN ACCELERATE SOCIAL IMPACTTECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 5 90 M I N UTE SESSION / FLE ET ROOM

Josh Suskewicz, Innosight

Caitrin Abshere, Innosight

Curtis Lefrandt, Innosight

Ned Breslin, Water for People

Ajaita Shah, Frontier Markets

Melissa Richer, Ayllu Initiative

Disruptive innovation and business model innovation help social entrepreneurs drive change by decentralizing and democratizing products and services in order to make them more accessible and affordable for millions of people. This interactive workshop is led by innovation consultancy Innosight and will discuss how social entrepreneurs Water for People, Frontier Markets, and Ayllu are using these principles of innovation to change lives—and how those in attendance can apply these lessons to their own social impact work.

BEYOND CROWDFUNDING: THE FUTURE OF SOCIAL ENTERPRISE?PEOPLE-POWERED CAPITAL / BLOCK 5 90 M I N UTE SESSION / G OLDE N GATE

Danae Ringelmann, IndieGoGo

Colin Mutchler, LoudSauce

Tom Dawkins, Start Some Good

Learn how to raise money, build an audience, and validate your business idea all in one fell swoop. IndieGoGo, the pioneering crowdfunding platform based in San Francisco, will take us through the good, the bad, and the future of crowdfunding. Hear from innovative entrepreneurs who are raising capital, validating their market, building community, and changing the way impact is made in the space.

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food deserts, to web-based software that enables teachers to improve student performance. Then witness as mentors sharing tangible resources, offering network connections, and giving concrete advice on-the-spot.

3:15 PM

BREAK FEEL GOOD GRILLED CHEESE SANDWICHESFESTIVAL PAVI LION

3:25 PM OPEN SPACE SESSIONSFESTIVAL PAVI LION / 45 M I N UTE SESSION

4:10 PM

BREAK FESTIVAL PAVI LION

4:30 PM PLENARY SESSION 90 M I N UTE SESSION

WHAT’S NEXT FOR THE SOCIAL CAPITAL MARKET?

KEYNOTE / Kevin Jones

We’ve proven that the space between giving and investing exists, the market at the intersection of money and meaning is big, it’s real, and that it’s growing. So what’s next? It’s time to take risks, to fail fast, and fail

IMPACT INVESTING IN EAST ASIA: TRENDS AND DIRECTIONSWILD CARD TRACK / BLOCK 5B 2:15 / 60 M I N UTE SESSION / I M PACT FOR U M

Richard S. Roque, SA Capital Limited

Patrick Cheung, Dialogue in the Dark

Bonny Landers, Sterling Private Management Ltd.

Robert Kraybill, Impact Investment Exchange

DH Park, Leading Investment & Securities

What do social capital markets stand for in East Asia? What needs to be created and what needs to be put into action? How clear is the notion of blended value in the region? Come learn as leaders in the space take a look at how social entrepreneurship and impact investing have evolved so far in East Asia, the successes and failures, where it is headed, and how we should influence future direction.

RESILIENCE: FROM DISASTER RESPONSE TO ECONOMIC SUSTAINABILITY PHILANTHROPY: PRESENTED BY LIQUIDNET

POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 5 2:15 / 60 M I N UTE SESSION / 370 C

Arrietta Chakos, Urban Resilience Strategies

Jennifer Holt, Peace Dividend Trust

Leslie Payne, Arabella Advisors

Konrad App, Stima Systems

Disaster response and post-conflict restoration are fast becoming areas of creative solutions to local, regional, and national regeneration. This session explores a variety of current solutions, in different parts of the globe, from developing ways to involve local entrepreneurs in reconstruction, to creating business networks that mitigate the problems of political violence and civic unrest, to using the ideas of disaster preparedness to inform the development of economic sustainability.

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SYNERGIES ACROSS SILOS: MANAGING MISSION, MEANING, AND MULTIPLE STAKEHOLDERS PHILANTHROPY: PRESENTED BY LIQUIDNET

GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 5 90 M I N UTE SESSION / 260 C

April Rinne, Water.org

Donna Morton, First Power

Parag Gupta, Waste Ventures

Shaun Paul, EcoLogic Development Fund

Moving to truly sustainable solutions – and managing their path to success – requires integrated, multi-faceted problem-solving approaches and applied systems thinking. How do you look at the whole picture and break down the problems into manageable pieces? How do you ensure that different types of investment and capital serve their intended roles? How does one measure the success of multi-stakeholder collaboration?

PITCH SESSION 2: FOOD AND EDUCATIONENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH / BLOCK 5 90 M I N UTE SESSION / I NVESTOR ROOM

Entrepreneurs who are pitching: Mohamed Ali Niang, Malo Traders

Jen Medbery, Drop the Chalk

Claire Herminjard, Mindful Meats

Brahm Ahmadi, People’s Community Market

Supporting Mentors: Mitra Ardron, Natural Innovation

Brian Trelstad, Acumen Fund

David Hodgson, Adaptive Edge Ali Long, The Springcreek Foundation

Moderator:Suzanne Biegel, Investors’ Circle

Hear social entrepreneurs present their solutions to issues in food and education. From mindful meat consumption and ensuring that rice farmers in Mali do not go hungry, to bringing affordable healthy foods and education to urban

DAY 2 SCHEDULE DETAILS

forward, invest in early stage companies, and create the cadre of seasoned entrepreneurs that the world needs now, and tomorrow.

HE’S BEEN FIRST, HE’S BEEN RIGHT, AND HE’S ON TO WHAT’S NEXT

KEYNOTE CONVERSATION WITH Bob Pattillo

Bob Pattillo has been early and right more often than anyone else in impact investing. A key investor in the first microfinance bond deal, he launched the first fund for mobile technology and the first fund for education in the developing world. The creator of a seed stage funding model that lets entrepreneurs perform due diligence on their peers, Pattillo’s ideas shock people, until they discover he was right after all. He explains his next big idea in and armchair conversation with Kevin Jones.

MARKET DYNAMICS OF THE NEW MEDIA LANDSCAPE

Jeffrey Leifer, Circadian Media Lab (panel moderator)

Jane McGonigal, SuperBetter

Pascal Finette, Mozilla

Advancing technology is dramatically shifting the way we produce, consume, and experience media content. Accessibility to emerging technologies—from social engagement to gamification—is transforming market dynamics across the media landscape. Thanks to collaborations between innovative media platforms and legacy content producers, the broader ecosystem is successfully leveraging the new media currency.

6:00 PM INNOVATION SHOWCASE PARTY

H E R B ST PAVI LION

Innovat ion Showcase Powered by Hal loran Phi lanthropies

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10:30 AM

BREAK FESTIVAL PAVI LION

10:45 AM OPEN SPACE SESSIONS60 M I N UTE SESSION / FESTIVAL PAVI LION

11:45 AM

BREAK FESTIVAL PAVI LION

12:00 PM PARALLEL SESSIONS BLOCK 6 INVESTING WITH IMPACT: A PARTNERSHIP-BASED APPROACH TO SOCIAL AND ENVIRONMENTAL INNOVATIONWILD CARD TRACK / BLOCK 6A 60 M I N UTE SESSION / COWE LL TH EATE R

Lalarukh Faiz, U.S. Secretary of State’s Office of Global

Partnership Initiatives

Jeff Hamaoui, The Cazneau Group

Cameron Peake, Mercy Corps

Michelle Viegas, Inter-American Development Bank

Given the range and complexity of social and environmental issues today, the public and philanthropic sectors are forging more innovative public-private partnerships (PPP) with social entrepreneurs, businesses, investors, and civil society. These new models demonstrate how business and government are maximizing and

8:00 AM

REGISTRATION OPENS FESTIVAL PAVI LION

CONTINENTAL BREAKFAST FESTIVAL PAVI LION

9:00 AM PLENARY SESSIONS

SOCAP/EUROPE; LOOKING BACK, LOOKING FORWARD Frank van Beuningen

Frank van Beuningen—co-founder of the first international SOCAP conference—gives a glimpse from the highly successful SOCAP/Europe in June.

GOVERNMENT THAT GETS THINGS DONE KEYNOTE / Elizabeth Littlefield

When it comes to social innovation, most government agencies are primarily just talk. And then there’s OPIC—the agency that gets things done. Elizabeth Littlefield tells what she’s learned from within the agency so far and what she sees ahead for impact investing.

WHAT DOES IT TAKE TO REACH SCALE? MINI-KEYNOTE / Brian Trelstad

To create the massive social change that the world needs, it takes a mix of public, philanthropic, and investment funding and partnership. Brian Trelstad of the Acumen Fund has a road map to get there that makes sense.

BEST OF THE ENTREPRENEURS PITCHES Some of the best pitches from the Pitch Room come to the main stage to inspire our community.

DAY 3 SCHEDULE DETAILS DAY 3 SCHEDULE DETAILS

leveraging scarce financial resources while tapping into specialized skill sets to address challenging issues that help improve outcomes on both sides. Come hear about the efforts underway to create and scale PPP frameworks, and learn the role that public sector organizations can take in catalyzing impact investing initiatives.

PROTOTYPING: IT’S NOT JUST FOR PRODUCTSDESIGN FOR SOCIAL INNOVATION / BLOCK 6 90 M I N UTE SESSION / F I R E HOUSE

Jocelyn Wyatt, IDEO.org

Adam Dole, Mayo Clinic

Veronika Scott, The Empowerment Plan

Alex Gilliam, Public Workshop

Protoyping can take many forms and is a critical piece of the design process that allows concepts to be tested, further developed, and validated. In this hands-on, interactive session we’ll explore prototyping products, technologies, services, systems, and businesses while digging into real-world projects.

POWER SHIFT: MAKING MODERN ENERGY AFFORDABLE, ACCESSIBLE, AND INVESTIBLE AT THE BOPTECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 6 60 M I N UTE SESSION / FLE ET ROOM

Richenda Van Leeuwen, UN Foundation (panel moderator)

Paul Needham, Simpa Networks

Alla Jezmir, EGG-Energy

Vinay Jaju, ONergy

Stewart Craine, Barefoot Power

A panel of leading BoP-aligned energy enterprises will discuss and debate how their companies are deploying innovative technology and business models, including discussions on logistical considerations and pricing strategies.

THE RISE OF THE ACCESS ECONOMY AND PEOPLE-POWERED MARKETPLACES PHILANTHROPY: PRESENTED BY LIQUIDNET

PEOPLE-POWERED CAPITAL / BLOCK 6 60 M I N UTE SESSION / G OLDE N GATE

Neal Gorenflo, Shareable Magazine

Chris Lukezic, Airbnb

Cameron Neal, GoGrubly

Jessica Scorpio, Getaround

James Reinhart, thredUP

Let’s explore the meteoric rise of collaborative consumption start-ups, the benefits and keys to building these people-powered marketplaces, and what’s next for this $110 billion dollar market that is building social capital, increasing access to shared resources, and reducing society’s footprint.

CAPITAL IDEAS PHILANTHROPY: PRESENTED BY LIQUIDNET

MONEY, MEANING & IMPACT / BLOCK 6 60 M I N UTE SESSION / I M PACT FOR U M

Steve Godeke, Godeke Consulting

Justina Lai, The Rockefeller Foundation

Varun Sahni, Impact Investment Partners

R. Paul Herman, HIP Investor

Bill Campbell, Equilibrium Capital Group

In this session, a panel of experts representing private, philanthropic, financial-first, and impact-first capital will work in real-time with the audience to solve a series of challenging financial conundrums. SOCAP participants are being asked to submit live “problems” ahead of time, which they are facing in either finding appropriate social capital or in allocating capital. The session will emphasize collaboration and creativity in connecting social capital with the right opportunities.

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ARE YOU HUNGRY FOR ACCESS, ECONOMIC DEVELOPMENT, AND INNOVATION TO ELIMINATE FOOD DESERTS?WILD CARD TRACK / BLOCK 6B 60 M I N UTE SESSION / 370 C

Megan Fielding, MicroPlace

Scott Sporte, NCB Capital Impact

Brahm Ahmadi, People’s Community Market

Tina Castro, The California Endowment

Pablo Bravo, Catholic Healthcare West

Join us for the how and why behind the California FreshWorks Fund, a $200 million financing partnership created to bring fresh healthy foods to over two and a half million people. And learn how you can help this Fund and other healthy food initiatives improve health outcomes in underserved communities, spur economic development, and inspire innovation in healthy food retailing.

SEEDING SYSTEMS CHANGE: A LOOK TOWARD GREEN 3.0GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 6 60 M I N UTE SESSION / 260 C

Gil Friend, Natural Logic

Cheryl Dahle, Future of Fish

Jackie VanderBrug, Criterion Ventures

Thomas Kriese, Context Partners

How do we move beyond considering the effect of one solution to seeing how myriad solutions interact in a system? How do we look at a sprawling problem, created through chain reactions of consumers, farmers, policymakers, scientists, and others, to understand what’s missing? These panelists have stepped up to grapple with difficult questions, looking past alluring “silver bullet” approaches to problem solving. They have embraced more challenging, nuanced, and hopefully, more effective approaches. Join us to hear about their different approaches to hack the system.

PITCH SESSION 3: SCARCITY AND RESILIENCE *ENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH / BLOCK 6 11:30 AM / 90 MINUTE SESSION / INVESTOR ROOM

*NOTE: This session begins at 11:30 AM

Entrepreneurs who are pitching: Amy Cagle, DayOne Response

David Auerbach, Sanergy

Ben Sandzer-Bell, CO2 Bambu

Dana Harvey, Mandela Foods Cooperative

Supporting Mentors:Dan Crisafulli, Potrero Impact Advisors

R. Paul Herman, HIP Investor

Moderator:Suzanne Biegel, Investors’ Circle

Social entrepreneurs present their work in areas as diverse as water sanitation, information access as a human right, sustainable sanitation systems in urban slums, and affordable eco-housing solutions, with particular focus in Africa and Latin America. However, all are united in their focus on improving access to basic human needs. Each presenter will receive on-the-spot support from mentors who will commit to providing tangible resources, offer network connections, and give concrete advice.

1:00 PM LUNCHFESTIVAL PAVI LION

2:00 PM PARALLEL SESSIONS BLOCK 7 IT’S “ALL IN THE (FUND) FAMILY” MANAGING SCALE THROUGH MULTIPLE FUNDSWILD CARD TRACK / BLOCK 7A 60 M I N UTE SESSION / COWE LL TH EATE R

Tim Freundlich, ImpactAssets

Keely Stevenson, Bamboo Finance

Gil Crawford, MicroVest

Wim van der beek, Goodwell Investments

There is a wicked problem in impact investing, that of lack of scale. A new strategy is being employed, diversifying to multiple fund offerings concurrently, all leveraging the same distribution, back office, and brand to aggregate to bigger, better, faster. Cutting edge leaders explore what it means to be a Fund Family.

LAUNCHING AND ITERATING: LEARNING FROM THE MARKETDESIGN FOR SOCIAL INNOVATION / BLOCK 7 60 M I N UTE SESSION / F I R E HOUSE

Krista Donaldson, D-Rev: Design for the Other 90%

Yves Behar, fuseproject

Damien Newman, Central Story

Eve Blossom, Lulan Artisans

Launching products and services into the market begins a feedback loop that provides information about how well our ideas are hitting the mark with our intended audiences. Ideally, we build in mechanisms to listen, learn, adjust, and iterate to create meaningful experiences that people love, which serve them well, and that work as successful business models. We’ll explore the ways in which we can gather feedback to continually improve products and services.

INVESTING FOR THE FUTURE OF TECHNOLOGYTECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 7 60 M I N UTE SESSION / FLE ET ROOM

Jamais Cascio, Institute for the Future

Join Jamais Cascio—one of Foreign Policy magazine’s Top 100 Global Thinkers—in a sensemaking discussion. We’ll consider the intersection of emerging technologies, environmental dilemmas, and cultural transformation. Jamais will introduce three future scenarios, and then

curate a discussion helping attendees make personal sense of their learnings.

THE ART OF POSSIBILITY: A SOCAP COLLECTIVE IMPACT PROJECTPEOPLE-POWERED CAPITAL / BLOCK 7 60 M I N UTE SESSION / G OLDE N GATE

James Hanusa, Rio+20 Earth Summit

Join us in this interactive session as we dive into the behaviors, structures, and businesses that will continue to drive the rise of the people-powered economy. Harness SOCAP’s community to make an actual impact as we explore—along with investors and the city of San Francisco—what it would take to make the Central Market District in San Francisco a showcase people-powered economy.

BLUE SKY: THE SHAPE OF THE IMPACT ECONOMY IN 2012 AND BEYOND.MONEY, MEANING & IMPACT / BLOCK 7 60 M I N UTE SESSION / I M PACT FOR U M

Jonathan Greenblatt, Impact Economy Initiative,

The Aspen Institute

Jonathan Jenkins, The Social Investment Business

Stephen DeBerry, Bronze Investments

Eduardo Rallo, Pacific Community Ventures

Christa Velasquez, Initiative for Responsible Investment,

Harvard University

As the discussion about social capital markets shifts to the mainstream economy, many are wondering about its future trajectory. We have already seen more financially-driven investors enter the market, and a wave of entrepreneurship. But what will the next generation look like? What can we expect as the field evolves? What are the high-performing social enterprise business models driving the field forward, and the smart ways of identifying and financing them? In this session, noted thought leaders share their insights on the future that we have to look forward to.

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companies inform and are informed by the world of Social Enterprise.

FILLING THE GAPSMatt Bannick, Omidyar Network (panel moderator)

Bill Davis, GATE Impact

Jed Emerson, ImpactAssets

Linda Rottenberg, Endeavor

Tracy Palandjian, Social Impact Bonds

There is significant interest, capital, and entrepreneurial activity flowing in the social capital market. As the impact investing sector grows, it’s time to focus on infrastructure, addressing barriers to success, and on filling in the gaps. Investors, capacity providers, and leaders of important new investment platforms explore what’s next.

4:50 PM OPEN SPACE JAMBOREEFESTIVAL PAVI LION

Join us for more conversations, food, and fun in Herbst Pavilion as SOCAP winds to a close. Then stay into the evening for Off The Grid, when more than 30 food trucks converge onto Fort Mason for a spectacular array of San Francisco Street Food, music, and even more time to connect and keep the conversation going.

6:00 PM OFF THE GRID

THE POLYCENTRIC REGIONPOLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 7 60 M I N UTE SESSION / 370 C

Eva Engquist, Malmö University

Philip Sandberg, Centrum för Publikt Entreprenörskap (Center

for Public Entrepreneurship)

Hanna Sigsjo, Malmö University

In the 1990s, the shipbuilding industry in Sweden collapsed. For Malmö, and the Region, this was a tragedy as the city not only lost a large number of jobs, but also its identity and its population dwindled. After unsuccessful attempts to establish other heavy industries, the focus was shifted towards knowledge, innovation, and sustainability, built on cross-sector collaboration. Come hear about the transformation, and what it was like getting there.

PITCH SESSION 4: ENERGY AND TECHNOLOGY *ENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH / BLOCK 7 90 M I N UTE SESSION / I NVESTOR ROOM

*NOTE: This session begins at 1:30 PM

Entrepreneurs who are pitching: David Schafran, NETRA

Juan Fermín Rodríguez, QUETSOL

Stig Westling, Skip to Renew

Alla Jezmir, EGG-energy

Supporting Mentors:Peter Crosby, dotSUB

Yolanda Ruiz, Pacific Community Ventures

Sylvia Ventura, Hub Ventures

Gary Bolles, Xigi Inc

Moderator:Suzanne Biegel, Investors’ Circle

Energy and technology are hot industries right now, especially in how they are leveraged for social issues. Using smartphones to determine a person’s vision prescription in the moment, developing bio-based industrial lubricants and greases, providing turn-key

DAY 3 SCHEDULE DETAILS DAY 3 SCHEDULE DETAILSsolar energy solutions for homes and businesses, and creating low-cost and effective solar solutions to meet the basic energy demands of some of Guatemala’s poorest citizens—these are the solutions that you will see presented by the social entrepreneurs who have built them. Then witness as mentors provide tangible resources, offer network connections, and give concrete advice on-the-spot.

3:00 PM

BREAK FESTIVAL PAVI LION

3:10 PM PLENARY SESSION

100 M I N UTE SESSION

CRAIG’S NEXT KEYNOTE CONVERSATION WITH CRAIG NEWMARK

Craig Newmark—founder of craigslist—knows what it takes to build a global, scalable, online platform. Now he’s trying to figure how to use a mix of the virtual and the local to build a new platform that empowers a movement for the common good. An armchair conversation with Kevin Jones.

POINTING ENTREPRENEURS AT PROBLEMS WITH A BUDGET ATTACHED Through a collaborative process, the Sustainability Consortium drives scientific research and the development of standards and IT tools through a collaborative process in order to enhance the ability to understand and address the environmental, social, and economic implications of products. Bonnie Nixon, the Consortium’s Executive Director, brings insights to SOCAP into ways that her work with Fortune 500

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What brings these people together?

A STORY TO TELLWhen choosing speakers for our conferences, the SOCAP

team finds the people who are the thinkers and the doers who

are making a difference, using business as a tool for disruptive,

system-changing impact that can grow fast enough to meet

the challenges of the world.

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1 BERT OLA BERGSTRAND / Community of Bergsjon, Sweden

2 DANA HARVEY / Mandela MarketPlace

3 DAVID CHEN / Equilibrium Capital Group

4 DONNA MORTON / First Power

5 FRAN SEEGULL / ImpactAssets

6 JO-ANN TAN / Acumen Fund

7 NED BRESLIN / Water for People

8 NEAL GORENFLO / Shareable Magazine

9 VAN JONES / The Green-Collar Economy

10 PATRICK GLEESON / Meyer Family Enterprises

11 PATRICE SCHNEIDER / Media Development Loan Fund

BRINGING PEOPLE TOGETHER TO MAKE CHANGE

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language and achieve a common goal on a project. He is proud to see groups maximize social and environmental impact faster and smarter than it could have been done without the new, and innovative collaborations that occur based on people meeting and discovering each other’s

value at SOCAP.

ROSA LEE HARDENRosa Lee Harden, the executive pro-ducer of SOCAP/Europe, is a serial entrepreneur and community builder. Her goal in producing SOCAP has been to keep meaning alive at the intersection of money and meaning.

As a founder, Rosa Lee has strategized to bring open space sessions to every SOCAP conference. In addition to allowing everyone to contribute what is meaningful for them, the open space sessions help SOCAP conferences build a community of people in relationship with one an-other. A community builder in all of her activities, she was the priest in an Episcopal parish in San Francisco for ten years, where she led a thriving, innovative, and welcoming congregation. Her next challenge is taking the money and meaning conversation more deeply into the church as Canon for Money and Meaning at All Souls Episcopal

Cathedral in Asheville, NC.

STEVE WRIGHTSteve has worked for more than 15 years at the intersec-tion of technology and education. Before joining Grameen Foundation in 2010, he served for years as the Director of

based approach to impact investing that seeks to infuse new capital into the system via an expanded investor class. Prior to joining MicroPlace, Giles worked for five years as a Senior Manager on PayPal Inc’s consumer marketing team, where he led development of the firm’s social media strategy and created key consumer en-gagement programs and campaigns. He was a principal member of the team responsible for developing their Corporate Social Responsibility platform. Before that, he spent five years at eBay, Inc. as a Senior Category Manager, where he led strategic oversight of the com-pany’s Books marketplace, among others, emphasizing specialized community input as the foremost driver of the consumer shopping experience.

MICHAEL KIESCHNICKMichael is president and co-founder of Working Assets, a telecommunications company that donates a portion of its revenues to progressive non-profit groups and engages its members in civ-ic activism. Under Michael’s direction as

president, Working Assets has grown dramatically, from $2 million in revenues in 1991 to more than $100 million today. Michael currently serves on the boards of The Beatitudes Society, Sojourners, the American Environmental Safety Institute, the League of Conservation Voters Education Fund, and the Ballot Initiatives Strategy Center Foundation. He has written several books on capital markets and development, most recently Credit Where It’s Due (with Julia Parzen), the

authoritative study of development banking.

JEFFREY HOLLENDERJeffrey Hollender is co-founder and former CEO of Seventh Generation, which he built into a leading natural product brand known for its authen-ticity, transparency, and progressive business practices. For more than 25

years, Hollender has been helping millions of Americans make green and ethical product choices, beginning with his bestselling book, How to Make the World a Better Place, a Beginner’s Guide. He went on to author five

Innovation and Technology at Sales-force.com Foundation. While there, he established himself as a thought leader in the social metrics space through extensive experience working with or-ganizations such as the Acumen Fund, GIIN (Global Impact Investing Network)

and members of ANDE (Aspen Network for Development Entrepreneurs). Steve also a long background as a high school administrator and classroom teacher, and started his career in the Peace Corps. Today, Steve’s work concen-trates on helping microfinance institutions and other de-velopment organizations measure and manage their social performance using the Progress out of Poverty Index™.

SABA GULSaba Gul is an engineer turned entre-preneur/do-gooder, with a passion for female education and empowerment. Her current project, Bags for Bliss, is dedicated to lifting adolescent girls and their families out of poverty through

education and entrepreneurship. The girls are trained to create, design, and market beautiful, socially-conscious handbags. The profits fund their education and provide sav-ings for the community. Saba is a recent alumnus of MIT, from where she holds BS and MS degrees. Saba was an MIT Public Service fellow in Sri Lanka, where she worked on low-cost solar lighting for post-Tsunami refugees. She has also conducted workshops on entrepreneurship at uni-versities in Africa. She sits on the board of the MIT South Asian Alumni Association, and volunteers her time for the Association for the Development of Pakistan. Saba was born and raised in Lahore, Pakistan.

GILES CASSELSGiles Cassels joined MicroPlace, Inc. in 2010. He leads all marketing efforts for the MicroPlace team, and has been focused throughout 2011 on bringing new vigor to the firm’s mission and brand—most specifically

by creating a more community-oriented, movement-

KEVIN STARRKevin directs the Mulago Founda-tion and the Rainer Arnhold Fellows Program. He had a perfectly good career in medicine when he stumbled into philanthropy in 1994. His friend

and mentor Rainer Arnhold died suddenly when they were working together in Bolivia, and the Arnhold family asked Kevin to help carry on Rainer’s work through the Mulago Foundation. He spent the next decade working with projects from Afghanistan to Zambia, trying to figure out what makes for real impact at big scale. At the behest of the board, he established the Rainer Arnhold Fellows Program in 2003 to apply Mulago’s principles and tools to help social entrepreneurs turn good ideas into lasting change at scale.

KEVIN JONESKevin has been a successful serial entrepreneur for many years, building information businesses in emerging industry and technology markets. His sweet spot is when the value is obviously present but not yet clearly

defined and has to be discovered in face-to-face con-versations. He has been part of creating market-defining publications, conferences, and analysis services in internet marketplaces and now social capital markets. Success, to Kevin, for a conference like SOCAP11 is when people from different sides of the marketplace—say an NGO and an impact investment fund —learn to speak the same

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Middle East and North Africa (MENA), where he helped leaders of Arab microfinance banks create a network called Sanabel. The original 17 microfinance institutions (MFIs) in the network serving 170,000 clients grew over nine years to 61 MFI’s serving 3 million clients, mostly women. The MFI’s operate in some of the toughest environments in Yemen, Syria, and Iraq, strengthening families and communities. The work in MENA led to the establishment of the Gray Ghost Microfinance Fund, a regional microfinance equity-fund incubator.

JEFF LEIFERMy name is Jeff Leifer, CEO of Cir-cadian Media Lab (CML). I was proud to be among the earliest voices ad-vocating socially responsible finance, and still consider that a driving force in my life. I’ve had the privilege of

working at the intersection of media, finance, and tech-nology for more than three decades – and I’m still learn-ing how to frame the big questions facing social capital today. Transformative change begins with a shift towards harmonizing our business and life goals. At CML, we are committed to bringing about this meaningful change in culture through authentic engagement. From engineer-ing digital media to sharing transformational stories, CML is stretching towards this horizon.

JANE McGONIGALJane McGonigal, PhD is a world-re-nowned designer of alternate reality games—or, games that are designed to improve real lives and solve real problems. She believes game design-ers are on a humanitarian mission—

and her #1 goal in life is to see a game developer win a Nobel Peace Prize. She is the New York Times bestsell-ing author of Reality is Broken: Why Games Make Us Better and How They Can Change the World (Penguin Press, 2011)—and currently serves as the Creative Di-rector for Social Chocolate, where she is making games powered by the science of positive emotion and social connection. The company’s first game, SuperBetter, is

families, enable social entrepreneurs worldwide, and that advocate their Foundation’s sustainability, mission, and social investment strategy. Kleissner provides pro-bono architectural, project, and construction management ser-vices for non-profits both locally and internationally with a focus on culturally appropriate and sustainable design. Additionally, she has led fundraising efforts for a variety of both local and international non-profits focusing on capital and endowment campaigns. Kleissner was raised in Hawaii, attended the Kamehameha Schools and the University of Hawaii at Manoa graduating with a BArch in Environmental Design. She was the Vice President of an architectural firm in Hawaii doing work in Hong Kong, Singapore, Sri Lanka, and Malaysia. Most recently she was the president of The Kleissner Group, an architec-tural and project management firm in Silicon Valley.

SEAN GREENESean Greene is the Associate Admin-istrator for Investment and Special Advisor for Innovation at the U.S. Small Business Administration. He brings 20 years of experience as an entrepreneur, investor, and business

strategist to the SBA. He was the founder and CEO of Away.com, an online travel company that he sold to Or-bitz. He was also a co-founder of Rock Creek Ventures and LaunchBox Digital, a seed-stage investment firm in Washington, D.C. Previously, Greene was a management consultant with McKinsey & Company. Greene holds an AB from Princeton University, an MBA from Yale’s School of Management, and was a Fulbright Scholar at the National University of Singapore.

BOB PATTILLOBob is the founder of Gray Ghost Ventures (GGV) and responsible for the vision behind GGV. He currently leads the team as Chief Executive Officer. Bob’s first microfinance work was on the board of the Deutsche

Bank Microcredit Development Fund. ACCION board service soon followed, which then led to field work in the

and was recently named a finalist for the ISSP Pinnacle Award (along with Ray Anderson, Amory Lovins, Karl-Henrik Robert, and Bob Willard), acknowledging “those people that have contributed the most to the emerging field of sustainability.” He lectures widely on business strategy and sustainability issues and writes The New Bottom Line, offering strategic perspectives on business and environment. He holds an M.S. degree in systems ecology from Antioch University, has a black belt in Aikido, and is a seasoned practitioner of “The Natural Step” environmental management system.

DEBORAH ALVAREZ-RODRIGUEZDeborah Alvarez-Rodriguez joined Goodwill Industries as President and CEO in March 2004. Known for her dynamic leadership style, and with

over 15 years of executive management experience spanning the non-profit, philanthropic, public, and private sectors, Ms. Alvarez-Rodriguez has a track record of catalyzing change within organizations and leading them toward greater innovation, accountability, and respon-siveness. Prior to joining Goodwill, Ms. Alvarez-Rodriguez was Vice President of Silicon Valley’s Omidyar Founda-tion, the Director of San Francisco’s Department of Children, Youth and Their Families (DCYF), the Founder and CEO of San Francisco’s Every Child Can Learn Foundation, Executive Director of Intergovernmental and School-linked Services at the San Francisco Unified School District, and Assistant Director for Budget and Planning for the San Francisco Department of Public Health. Ms. Alvarez-Rodriguez is a graduate of Harvard-Radcliffe College.

LISA KLEISSNERLisa Kleissner is the President of the KL Felicitas Foundation, a family foundation she co-founded with her husband in 2000. The Foundation is dedicated to supporting programs that empower rural communities and

additional books, including The Responsibility Revolu-tion and Planet Home. Hollender is a board member of Greenpeace US and Verité, an independent non-profit organization monitoring international labor rights abuses in off-shore production sites. He is also co-founder of the American Sustainable Business Council, a coalition committed to changing the rules of business through public policy and a special advisor to the Cleveland Evergreen project.

PENELOPE DOUGLASPenelope Douglas is Board President of Hub Bay Area/SOCAP. Prior to joining Hub Bay Area/SOCAP, she founded and served as CEO of Pacific Com-munity Ventures—a non-profit whose mission is to invest human, intellectual,

and financial capital in small businesses for the benefit of economically-underserved communities. Douglas was also a partner in Pacific Community Ventures LLC, with $60 million of committed capital. For nearly three decades, she has ap-plied her strategic acumen and dedication to social change for organizations such as Morrison & Foerster, Odwalla, Ernst & Young, New Mexico Community Capital, Wells Fargo, San Francisco’s Larkin Street Youth Center, Friends of the Urban Forest, Juma Ventures, and more. She’s been fea-tured by media outlets such as the New York Times, NPR, San Francisco Chronicle, and California magazine, which includes recognition as a pioneer of “compassionate capital-ism,” and a Robert A. McNeeley Trailblazer Award winner. In addition to being a leader of social change, Douglas is an athlete who has competed in ultra marathons and Ironman Distance Triathlons, and an artist whose paintings and draw-ings have been exhibited publicly. Douglas is a native of California and a graduate of Smith College.

GIL FRIENDGil is founder, president, & CEO of Natural Logic Inc, helping companies design, implement, and measure prof-itable sustainability strategies. He is widely considered one of the found-ers of the sustainability movement,

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revenue to $2 billion—nearly half of eBay marketplace revenue—and spearheaded eBay’s initiatives in Global Development and Citizenship, where he worked to bring the power of eBay to the developing world.

BILL DAVIS As the president of Gate Impact, Bill specializes in Business & Logistical Intelligence with recent engagements with American Express, IBM, and Boe-ing. Bill provides advisory services to some of the largest Social Investment

Portfolios and passionate consultants in the US, and coauthored the Impact Intelligence for High Performing Organizations Roadmap. Over his 20 year career, Bill has provided leadership that resulted in financial, technical, operational, and most importantly cultural transformation (work ethic, quality of work, timelines, & governance) for his clients. In his spare time he is a “change the world” artist and writes music that address issues of inequality in North America and orphans of war in South America. Bill’s passion is driven by being a personal beneficiary of effective ecosystems that are designed to alleviate pov-erty and promote success in inner city communities.

JED EMERSON Jed Emerson has extensive experi-ence leading, staffing, and advising funds, firms, social ventures, and foundations pursuing financial per-formance with social/environmental impact. He is an internationally rec-

ognized thought leader in sustainability and sustainable finance, impact investing, social entrepreneurship, and strategic philanthropy. Emerson has played founder roles with some of the nation’s leading venture philanthropy, community venture capital, and social enterprises. He has also served in various faculty appointments at Harvard, Stanford, and Oxford University Business Schools and is an internationally recognized author and visionary, presenting his work at The World Economic Forum, Skoll World Forum, and countless conferences around the globe, addressing business, social justice, philanthropy,

pants to play an active role in policing the information that is shared on the site. In March 2011 Craig launched craigconnects, his initiative to link up everyone on the planet using the Internet to bear witness to good ef-forts and encourage the same behavior in others. Craig regularly communicates through Twitter (twitter.com/craignewmark) and Facebook (facebook.com/craignew-mark). He also blogs regularly (cnewmark.com) and is a contributor to the Huffington Post (huffingtonpost.com/craig-newmark).

Photo credit: Stephanie Canciello, unali artists

BONNIE NIXON As Executive Director for The Sustain-ability Consortium (TSC), Nixon is responsible for strategic direction and execution. TSC will help set standards and transparent methodologies, tools and strategies for products and supply

networks that address environmental, social, and economic imperatives. Prior to TSC, Bonnie was Director of Environ-mental Sustainability at Hewlett Packard (HP). As Director of Ethical Sourcing at HP, she implemented the worlds’ largest and most complex electronic ethical and sustain-able supply chain program. Nixon serves on multi-industry consortia for global retailers, footwear and apparel, toy, pharmaceutical, chemical, automotive, consumer goods, and mining. She is Board Chair for Sustainable Silicon Valley and is on the Board of Blue Planet Network.

MATT BANNICK As Managing Partner, Matt Bannick leads all aspects of Omidyar Net-work’s operations and strategy, work-ing closely with the co-founders and board of directors. Prior to Omidyar, Bannick was general manager, and

later president, of eBay International, Bannick was largely responsible for building eBay’s global footprint and driving phenomenal revenue growth. After eBay acquired PayPal in 2002, Bannick was PayPal’s president more than tri-pling its revenue in its first two years with eBay. In 2004, Bannick returned to eBay International, increasing annual

she was Director of Private and Fi-nance Sector at World Bank and Chief Executive Officer of the Consultative Group to Assist the Poor (CGAP), a multi-donor organization housed at the World Bank and created to help build a professional, global, microfinance industry providing flexible, high-quality

financial services to the poor. Prior to joining CGAP, Elizabeth was JP Morgan’s Managing Director in charge of capital markets and financing in emerging Europe, the Middle East ,and Africa as well as JPM’s Head Debt Trader in Africa, Eastern Europe, and Asia. She has addi-tionally served on the Board and Executive Committee of Women’s World Banking, the MasterCard Foundation and Calvert Foundation, among others.

BRIAN TRELSTAD Brian Trelstad is the Chief Investment Officer of Acumen Fund, a $60M social investment fund investing in innovative social enterprises in South Asia and East Africa delivering critical health, water, housing, and energy services

to the base of the pyramid. He also drives Acumen’s work measuring social and financial return and is a founding executive committee member of the Aspen Network of Development Entrepreneurs (ANDE). Prior to Acumen Fund, Brian was a management consultant with McKinsey & Company in their New Jersey office. He has co-founded and advised several early-stage technology companies and social enterprises and was the lead environmental staffer for President Clinton’s Corporation for National Service. He is a graduate of Harvard College, Stanford University’s Graduate School of Business, and the University of Califor-nia’s College of Environmental Design.

CRAIG NEWMARK Craig Newmark is the founder of craigslist, the web-based platform that has fundamentally changed classified advertising. It is based on a culture of trust, encouraging partici-

designed to increase resilience in the face of any illness or injury, or health and wellness goal. Players have used SuperBetter to overcome concussions, get through che-motherapy, reduce stress, lose weight, and quit smoking. Clinical trials for the game begin in September at Ohio State University Medical Research Center.

PASCAL FINETTEPascal Finette is Director of Mozilla’s Web FWD accelerator program, where he works with the wider community inventing the future of the Web. He loves technology and

believes that the Internet is deeply impacting mankind. Prior to Mozilla, he led eBay’s Platform Solutions Group, consulted a bunch of entrepreneurs on their strategy & operations, and invested into startups, among other things. Pascal frequently speaks about Open Innovation on the Web.

FRANK VAN BEUNINGENFrank van Beuningen, co-founder of SOCAP/Europe, is an entrepreneur, investor, and champion of small companies that intersect money and meaning. In his early years, Frank exited banking for sailing and

windsurfing, and along the way built a small sailmaking firm into an international brand. His love of nature & the environment propelled him in 1997 to found the first social investment fund in Europe, PYMWYMIC (Put Your Money Where Your Mouth Is Community). Frank has since invested in or led investment for 30 companies. He continues to sail and enjoy life, now with his wife Margaret who he met through impact investing (a mea-surable return). And with the PYMWYMIC community of investors Frank continues to put his money where his mouth is for the companies changing the world.

ELIZABETH LITTLEFIELD Elizabeth Littlefield was appointed by President Obama as OPIC’s tenth President and CEO. From 2000 until 2010

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sustainable development, and impact investing audiences. Jed currently currently serves as EVP Strategic Develop-ment of ImpactAssets. In that position he oversees intel-lectual property development and field building efforts.

TRACY PALANDJIAN Tracy founded Social Finance Inc. Prior to launching the firm, Tracy was a Man-aging Director at The Parthenon Group, a global strategy consulting firm where she established and led the non-profit practice, and consulted to foundations

and non-profit organizations. Tracy is also a co-author of Investing for Impact: Case Studies Across Asset Classes. Prior to Parthenon, Tracy worked at Wellington Management Co. and McKinsey & Co. Tracy serves on the boards of the Robert F. Kennedy Center, the HBS Alumni Board, and Agassi Graf Holdings. A native of Hong Kong, Tracy is fluent in Cantonese and Mandarin. She graduated magna cum laude from Harvard College, with a B.A. in Economics, and holds an M.B.A. with high distinction from Harvard Business School where she was a Baker Scholar.

SOCAP11 SPONSORS

SOCAP’S MARQUEE SPONSOR

We wish to thank the following innovative sponsors who stand at the forefront of the social capital markets movement.

development, media

renewal, and clean energy

programs to the poor.

Halloran Philanthropies

recognizes that a new

form of capitalism is

arising that recognizes

both the power and efficiency of market systems and the

ability to direct them toward social and environmental

issues leading to a more balanced set of “returns.”

MICROPLACE

www.microplace.com

MicroPlace’s mission is to help finance the fight against

global poverty—inspiring individuals to invest in poverty

alleviation, community development, healthy food, and other

initiatives so their portfolios can make a positive difference

in the world. Investors can start with as little as $20. Once

they’ve invested, they earn quarterly interest and —at

maturity—choose to either reinvest or get repaid. By enabling

individuals to devote a portion of their investment portfolios

to impact investing, a significant source of new funding

is made available to drive transformational social change

where it is desperately needed.

INNOVATION SHOWCASE POWERED BY

HALLORAN PHILANTHROPIES

www.halloranphilanthropies.org

The vision of Halloran Philanthropies is to create the

“World We All Want” by contributing to and investing in

organizations that demonstrate great success in programs

that promote global ethics and community economic

development. To fulfill our mission we are committed to

supporting projects designed to promote and expand

corporate social responsibility, social capital markets,

interfaith dialogue, microfinance, community entrepreneurial

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SOCAP11 CONFERENCE GUIDE72 73SPONSORS

SUPPORTING SPONSORS

OMIDYAR NETWORK

www.omidyar.com

Omidyar Network is a philanthropic investment firm

dedicated to harnessing the power of markets to

create opportunity for people to improve their lives.

Established by eBay founder Pierre Omidyar and his

wife Pam, the organization invests in and helps scale

for-profit companies and nonprofit organizations to

catalyze economic and social change. To date, Omidyar

Network has committed more than $440 million across

multiple investment areas, including financial inclusion,

entrepreneurship, property rights, mobile technology, and

government transparency.

LIQUIDNET

http://www.liquidnet.com/about/forGood.html

Liquidnet is the premier institutional investment community,

bringing together the world’s largest asset managers

and public companies on a single network that directly

connects traders, portfolio managers, analysts, and

corporate issuers. Through an active corporate social

engagement program called Liquidnet For Good, since

2007 the company has devoted its financial capital, human

capital, and creative capital to help solve social challenges.

WHOLE FOODS MARKET

www.wholefoodsmarket.com

For more than 25 years, Whole Foods Market has

worked to provide customers with the broadest possible

selection of the highest quality products available. Our

search for products begins right outside our front door

in every community where we do business. We are

permanently committed to buying from local producers

that meet our high quality standards, particularly those

who farm organically and are themselves dedicated to

environmentally friendly, sustainable agriculture. We are

greatly increasing our efforts in this regard by further

empowering our individual stores and regional buyers to

seek out locally-grown products.

RSF SOCIAL FINANCE

www.rsfsocialfinance.org

Since 1984, RSF Social Finance has provided more

than $230 million in loans and $100 million in grants

to social enterprises generating positive social and

environmental impact. Underlying all of our work is a

spirited conversation about the role that money can

play in the development of humanity. SOCAP facilitates

these conversations on a large scale, bringing together

a diverse group of global innovators working to direct

the flow of capital toward social good. We are proud to

sponsor SOCAP11 and to be among the community of

investors and social entrepreneurs that are attracted to

this event each year.

Making More Foundations Great Foundations™

FOUNDATION SOURCE

www.foundationsource.com

Foundation Source is the nation’s largest provider

of support services for private foundations. Today,

the company runs nearly 1,000 private foundations

nationwide, ranging from $250,000 to $250 million

in assets. Foundation Source Access is a service for

foundation clients that enables them to find projects and

causes that match their philanthropic interests, and tap

the experiences and expertise of the entire Foundation

Source community. Our full range of back office, online,

and advisory services allows donors and their families to

focus more on mission, strategy, and family priorities and

less on administration and compliance tasks. The result:

better run foundations with greater social impact.

EMCOR

www.emcor.com

Emcor Securities Inc. (Emcor) has three decades of

experience as a leading independent risk management

firm. Emcor provides strategic asset allocation advisory

services to institutional investors and family offices, and

specializes in the design and development of customized

investment allocations and strategies. The investment

programs to which Emcor serves as advisor are managed

by traditional as well as alternative investment managers,

and include investments in U.S. timberland properties with

an emphasis on full-forestry ecosystem services.

HP

www.hp.com

At HP, we believe that corporate success and social

contribution are interdependent. As the largest

technology company in the world, we’re in a unique

position to use our global reach to serve billions,

improving quality of life, changing the way businesses

operate, and strengthening communities worldwide. We

aim to enrich society and drive sustainable economic

growth by giving people and businesses innovative ways

to be more creative, productive, and successful through

the power of information. Our approach to corporate

responsibility is an integrated part of HP’s overall

business strategy, helping us create long-term value that

will benefit customers, shareholders, consumers, and our

communities. The innovations driven through our social

innovation program broaden our understanding and

perspective on customer needs, creating a virtuous cycle

of business development.

IMPACT ASSETS

www.impactassets.org

ImpactAssets is a non-profit financial services company

created to help solve the world’s toughest problems by

catalyzing investment capital for maximum environmental,

social, and financial impact. With easy and effective

options for individuals and advisors, ImpactAssets

aggregates and invests assets in order to accomplish

three goals:

» Leverage investments to earn a return and create

positive social and environmental impact

» Increase the amount of capital flowing to high impact

social and environmental enterprises

» Speed the adoption of impact investing by investors,

philanthropists and their wealth advisors

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SOCAP11 CONFERENCE GUIDE74 75SPONSORS

HUB BAY AREA

www.bayarea.the-hub.net

The Hub Bay Area is a nexus point of entrepreneurship,

funding, and mission. It is a place where for-profit and

non-profit social change ideas build and scale into viable

enterprises that address the complex problems we face,

from poverty to climate change, for people and planet.

At the Hub, change agents find the support they need

to reach their goals faster, smarter, and more effectively,

surrounded by a community of support and resources.

From seed funding to professional services, from mentors

to knowledgeable peers, the Hub is the platform that

helps you make it happen. It’s where change goes to

work, in San Francisco and Berkeley.

GOOD CAPITAL

www.goodcap.net

Good Capital is an investment company that increases

the flow of capital to innovative ventures creating market-

based solutions to inequality and poverty. Using a high

engagement model, we invest in the most promising

social enterprises and give them the tools and guidance

they need to succeed. In addition, Good Capital actively

leads the development of the emerging social capital

market. We share a deep commitment to the creation of

a new, informed, and passionate world of investing that

strategically moves more capital to good.

NCB CAPITAL IMPACT

www.ncbcapitalimpact.org

NCB Capital Impact helps people and communities reach

their highest potential at every stage of life. As a national,

non-profit community development finance institution,

Capital Impact provides financial services and technical

assistance to help make high-quality health care, healthy

foods, housing, and education more accessible and

attainable, and eldercare more dignified and respectful.

Capital Impact has used its depth of experience, cooperative

approach, and diverse network of alliances to generate over

$1.6 billion in critical investments that create a high quality

of life for low-income people and communities.

txtWEB

www.txtweb.com

txtWeb is a global platform where anyone with a mobile

phone can discover and consume internet AND txtWeb-

only content just by SMSing keywords (very much like

entering domain names into internet browsers) to ONE

national number and receive back content (up to 900

characters per SMS). Keywords represent an almost

unlimited number of applications that use content from

the internet or have their own original content. These

applications are created by an open community of

publishers and developers, and can include Wikipedia

content, local market prices, government programs,

financial literacy tips etc. A user can think of txtWeb as

an SMS-based browser, but much more accessible than

web-browsers on computers since anyone with a simple

feature phone can use it.

EXYGY

www.exygy.com

Exygy is a web services and applications development

company based in San Francisco, CA. They’re a team of

artists and developers building custom web, mobile, APIs,

wordpress and more for startups, social ventures and

corporate clients around the world.

EVENTBRITE

www.eventbrite.com

Eventbrite is for anyone planning or attending an event.

They empower event organizers to become more efficient

and effective when bringing people together, and people

everywhere to discover great events that matter to them.

MARKETPLACE SHOWCASE SPONSORS

REDF

www.redf.org

REDF is a California-based venture philanthropy

organization that invests in non-profit-run businesses

called ‘social enterprises’ that create jobs to employ

people who have been chronically unemployed. The vast

majority of those we have interviewed after getting a

social enterprise job are still earning a paycheck two

years later, and contributing to their families, communities

and the economy. Now we’re bringing our model to

scale to create jobs for thousands of Californians who

have been shut out of the workforce, while developing

a replicable national model. REDF celebrates its Social

Enterprise Benefit and Expo September 30 in SF.

Details at www.REDF.org/2011benefit.

GIIRS

www.giirs.org

GIIRS Ratings and Analytics assist companies and funds

in the capital raising process by providing them with

ratings on their social and environmental performance.

GIIRS also provides investors the data they need to make

intelligent impact investing decisions. At scale, GIIRS

will help drive capital to higher impact investments, make

the investment process for impact investments more

efficient, and help bring new capital to the marketplace.

SOCAP provides GIIRS with a unique opportunity to

bring its many stakeholders – companies, funds, partners,

investment advisors, and investors–together.

TRILLIUM INVESTMENTS

www.trilliuminvest.com

Boston-based Trillium Asset Management, LLC (Trillium)

is the oldest independent investment advisor devoted

exclusively to sustainable and responsible investing

(SRI). We believe examining environmental, social,

and governance (ESG) factors as an integrated part

of the investment process can lower portfolio risk and

help identify the best managed companies. With $900

million in assets under management, we have been

managing equity and fixed income investments for high

net worth individuals, foundations, endowments, religious

institutions, and other non-profits since 1982. A leader in

shareholder advocacy and public policy work, our goal is

to deliver both impact and performance to our investors.

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SOCAP11 CONFERENCE GUIDE76 77SPEAKERS

IN-KIND SPONSORS

Celebrating people, planet and pure tea

NATURE GOT IT RIGHT. WE PUT IT IN A BOTTLE.

NATUREGOT IT RIGHT.WE PUT IT IN A BOTTLE.

Thank you to these “Food to Fund Companies” for donations to our Wednesday evening party.

®

T CTJJamaica

Tea Co.

NETWORK PARTNERS

MEDIA PARTNERS

Hub Global

Criterion Ventures

Care2

NESsT

Aspen Network of Development Entrepreneurs (ANDE)

Tactical Philanthropy

Watershed Capital Group

PYMWYMIC

Village Capital

Investors’ Circle

Toniic

Slow Money

Sustainable Brands

Social Impact Exchange

ClearlySo

Kiva

B Corp

Global Social Venture Competition

Lifestyle of Health and Sustainability (LOHAS)

i-genius

Green Festival

SXSW Eco

SOCAP BOOKSTORE

www.betterworldbooks.com

Better World Books is a for-profit social enterprise that collects and sells books online with each sale generating funds for literacy initiatives in the U.S. and around the world. With more than eight million new and used titles in stock, Better World Books is a self-sustaining company

that balances the social, economic and environmental values of its stakeholders. Since its founding in 2003, the Mishawaka, Ind.-based company has donated more than 5 million books; re-used or recycled more than 70 million pounds of books and this month just surpassed $10 million raised for its non-profit literacy, library and college partners.

Page 41: SOCAP11 Program Book

What brings these people together?

A MISSION-FOCUSED MARKETSocial Capital Markets is the conference that brings together

the people and organizations creating the market at the

intersection of money and meaning. Our management team is

dedicated to building a sustainable society through creating

economic and cultural power for the poor, using a for-profit

market as the tool to make it happen. We do that by producing

this conference and by providing social entrepreneurs the most

innovative and exciting place to work at the Hub Bay Area,

where change goes to work in San Francisco and in Berkeley.

1 Co-founder Tim Freundlich is the creative financial genius behind the businesses, with a fourteen years of accelerating the flow of capital to good at Calvert Foundation, Good Capital and Impact Assets. He cre-ates innovative financial platforms that enable change to happen.

2 Co-founder Kevin Jones has created information businesses in emerging markets multiple times. He excels at figuring out where the market is go-ing and telling the stories that help convene the people.

3 Co-founder Rosa Lee Harden has started or turned around seven successful businesses before this one. An Episcopal priest, she keeps meaning at the center of SOCAP and the Hub.

4 Cory Smith, CEO of the Hub and SOCAP, has been a successful technology and media entrepreneur. He excels at turning point solutions into coherent, focused platforms.

5 Penelope Douglas founded and led Pacific Community Ventures, one of the country’s largest community development venture capital funds for a dozen years before becoming executive board president at the Hub and SOCAP. She provides the leadership a young but growing organization needs.

THE JOY OF CREATING

12

3

4

5

BRINGING PEOPLE TOGETHER TO MAKE CHANGE

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SOCAP11 CONFERENCE GUIDE80 81SOCAP11 TEAM

KERRY MCGAGIN HARAHAN Principle of KMA Communications

Kerry McGagin Harahan is a 15+ year veteran of the public relations industry. Kerry’s emphasis is defining and aligning business and communica-

tion strategies in order to make an impact in the market and build mindshare. She believes Money + Meaning = Mutual Returns.

CASEY TERRAZAS Technical Director

From Long Beach California, Casey brings experience in Convention Audio-Visual Operations Management. He has technically managed hundreds of events including LB Grand Prix, CA

Governor’s Women’s Conference, Dwell (Magazine) on Design, NASA, AOPA, and many more.

BJ HARDEN JONES Copy Editor

As well as being the daughter of world-changers Kevin Jones and Rosa Lee Harden, and copy editor extraordinaire for this program book, BJ is a mother, a healer, a consciousness evolutionary,

and a budding cultural catalyst. She is holding space for the paradigm shift toward the profound love inherent within a radical knowing and speaking of truth.

MATTHEW JERVIS Production Designer

Matthew caught the eye of the SOCAP inner circle after displaying undeniable sign hanging skillz during the SOCAP/Europe Conference in Amsterdam.

JANET WANG Content Associate

Janet is a member of the Content Team for SOCAP, focusing on speak-er coordination. She has worked as an economic consultant with Deloitte, on product and operations for a

social venture tech startup, with a micro-enterprise bee-keeping initiative in Kenya, and is an origami and collage arts enthusiast.

MIKE MOSS Business Development Director

Mike is a Northern California native and a Global Citizen. He attended peace rallies on his mom’s back at age 1, sold his dad’s homemade dried apricots door to door at age 4, and

now heads up business development for Hub Bay Area, Hub Ventures and SOCAP.

CHRISTINA WEBER Business Development Associate

Christina is a sales & business development professional working with social enterprise and sustainable businesses.

FABIENNE BLANC Registrar

Fabienne, a native of France, was raised by parents who were enthusias-tic early adopters of organic gardening and she ate fantastic fresh food a la “Chez Panisse” throughout her child-

hood. A San Franciscan since the ‘89 earthquake, she’s tried to grow a tomato in the City every summer since, but having decided it’s impossible, joined the SOCAP team this year as its registrar.

GABBY CULVER Content Producer

Gabby scouts the landscape of social enterprise, discovering emerging trends and interesting developments, and identifying thought-leaders and action heroes to present at SOCAP’s

annual event. Prior to SOCAP, Gabby managed Pacific Community Ventures’ Business Advising program, provid-ing resources to help progressive small businesses grow and access capital.

KATHY BRUIN Logistics Manager

Kathy joins SOCAP this year manag-ing logistics to ensure a pleasant and seamless experience for all partici-pants. Kathy started her event career working on the SF AIDSWalk and has

managed dozens of high tech conferences.

BERT MEIJERS Program Manager

Bert is responsible for bringing the Innovation Showcase to SOCAP11. Bert is an associate at PYMWYMIC in Amsterdam, and a graduate from the KaosPilot University, the creative busi-

ness school for social innovation in Denmark.

SOCAP11 TEAM

AMY BENZIGER Content & Media Producer

For the past 3+ years, Amy Benziger has served as the Content Producer for the SOCAP conference series and is a member of the founding team of Hub Bay Area. A lifelong adventurer,

she has lived, worked, and traveled in more than thirty countries and is still counting.

JON AXTELL Operations Producer

Jon’s SOCAP experiences range from directing traffic as a SOCAP08 volunteer social entrepreneur to coor-dinating production and partnerships for 4 consecutive SOCAP events.

Jon speaks Mandarin Chinese, loves Stroopwaffles, and revels in the evolution of the amazing community that has become SOCAP and Hub Bay Area.

MEGAN MCFADDEN Online Media Manager

Megan is responsible for SOCAP’s online media presence via website management, community outreach, social media, and partnerships. Megan has 6+ years of communication expe-

rience for socially innovative start-up organizations.

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SOCAP11 CONFERENCE GUIDE82 83TRANSPARENCY AT SOCAP11

THANK YOU TOBin Li / SOCAP11 Intern

Kate Talbot / SOCAP11 Intern

Lindsay Melnick / SOCAP11 Intern

Serenity Mlay / SOCAP11 Intern

Avery Freeman / SOCAP11 Intern

Brian Jones / SOCAP11 Intern

Lisa Moresco / Volunteer Manager

Pei-Ru Ko / Volunteer Coordinator

Nicole Shore / Zero to Sixty Communications, Public Relations

Peter Dietz / Social Media

Supriya Kalidas / Graphic Design

Claire Herminjard / Mindful Meats

Colleen Cannon-Boyd, Internal Navigation Consulting / Professional Coaching

Eric Nitzberg, Nitzberg Consulting / Professional Coaching

Ruth Braden / Follow Me Social Marketing

Better World Books

Martin Montero

David Hodgson

Avary Kent

Julia Chapman

Jarrod Shappell

Lauren Brown

Deborah Cullinan and Kevin Chen at Intersection for the Arts

Calgary Brown

Tim Nichols

Laurie Miller

We want to thank the entire Hub Bay Area staff for their continual support of SOCAP. It’s so much easier for us to accomplish our goal of helping change go to work when we do it with you.

TRANSPARENCY AT SOCAP11

Changing the direction of capitalism is about more than just talk, it’s about delivering on our ideals. That’s why we’ve done everything we can to use vendors who share our values for social responsibility and social benefit. We’ve also tried our best to minimize the detrimental environmental impact that large conferences like this one generally have. From consumption and waste to energy and emissions, we’ve taken steps to reduce the event’s

footprint and prioritize sustainability.

CARBON NEUTRALITYSOCAP is always conscious of reducing our carbon footprint. In planning the conference we make careful decisions to reduce our collective greenhouse gas emissions through materials and energy conservation as much as we can.

We encourage event attendees to calculate your own impact and offset it using the web site of Brighter Planet, a leading carbon services company, at brighterplanet.com. All you need is the zip code you’re coming from and the method of transport you are using.

www.brighterplanet.com

CONFERENCE BAGSThe conference bag, wallet, make up case, and iPad case are products of Solidarium, a for-profit social business based in Brazil with a mission to get local producers out of poverty by providing unrivaled market channels for the products they produce. Solidarium integrates designers, local producers, and major retailers in an innovative and

inclusive network.

www.solidarium.com.br

ACRE GOURMETAcre Gourmet has provided the local, organic, and Fair Trade when possible menu that has been planned for your enjoyment.. A local Bay Area food service company, Acre is dedicated to producing delicious food in the context of sustainability. They strive to offer an authentic and refreshing alternative to on-site institutional food service. Acre Gourmet operate cafes in private schools, museums, corporate campuses, and non-profit centers.

www.acregourmet.com

FORT MASON CENTERFort Mason Center is a dynamic waterfront destination for thought-provoking programs, events, and organizations that support and reflect the evolving cultural fabric of San Francisco. The campus is a National Historic Landmark and part of the Golden Gate National Park, the country’s largest urban National park.

www.fortmason.org

BADGE HOLDERS & LANYARDSThis year’s badge holder is fully biodegradable with zero toxic residue! This green advantage comes from a special additive in the PVC. Once again our lanyard is made of 100% biodegradable and renewable bamboo.

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SOCAP11 CONFERENCE GUIDE84 85TRANSPARENCY AT SOCAP11

PAPER FOR PROGRAM GUIDEThis conference guide is printed on New Leaf Reincarnation Matte, made with 100% recycled fiber and 50% post-consumer waste, processed chlorine free, designated Ancient Forest Friendly™, and manufactured with electricity that is offset with Green-e® certified renewable energy certificates.

www.newleafpaper.com

STAFF T-SHIRTS HAVE A HEARTAnd so do our fantastic volunteers! Look for the SOCAP11 volunteers with the heart on the front of their bright blue t-shirts. Produced by Ashbury Images, the shirts are made of 100% cotton. Ashbury Images is rebuilding lives one shirt at a time. They provide employment to people who are very low-income, formerly homeless, or have recently completed a substance abuse recovery program. Ashbury Images helps them to build self-esteem and learn valuable new job skills. Alumni of the program are currently working in a variety of industries including multimedia, retail, law, and youth counseling. Profits from Ashbury Images (AI), support the homeless, youth and family service programs of AI’s nonprofit parent organization, New Door Ventures (NDV).

www.ashburyimages.org

WATER DISPENSERSThe water you are drinking at SOCAP11 comes from U.S. Pure Water Corp. In all the venues, whether in Building C, or coming through the faucet in the Pavilions, the source is the same. U.S. Pure Water’s aim is to reduce plastic waste & the use of fossil fuel in the delivery and production of plastic bottles, by providing equipment which treats at the point-of-use rather than at a treatment plant far away. USPW converted SF City & County to POU systems, and is helping to green events preventing 100’s of thousands of bottles from landing in the waste stream.

www.uspurewater.com

WASTE DIVERSION AT FORT MASONThe San Francisco Conservation Corps manages waste at all events held at Fort Mason, with an aim toward landfill diversion and resource recovery—a process essential to meeting Fort Mason’s zero-waste goals.

www.sfcc.org/recycling.html

Page 45: SOCAP11 Program Book

SOCAP11 CONFERENCE GUIDE86 87SCHEDULE OVERVIEW

SOCAP11 SCHEDULE OVERVIEW

DAY 1

7:30 Festival Pavilion Registration opens, Continental Breakfast

9:00 Cowell Theatre & Impact Forum Plenary Session / Welcome, Keynote, Panel

10:40 Festival Pavillion Break

11:00 Breakout Rooms Who’s in the Room?

11:45 Please refer to map Parallel Sessions Block One See schedule for details

12:45 Festival Pavillion Lunch

1:45 Please refer to map Parallel Sessions Block Two See schedule for details

2:15 Please refer to map Parallel Sessions Block Two See schedule for details

3:15 Festival Pavillion Break

3:30 Cowell Theatre & Impact Forum Plenary Session / Keynote

4:30 Festival Pavillion Break

4:45 Please refer to map Parallel Sessions Block Three See schedule for details

5:45 Herbst Pavillion Break

5:55 Impact Forum in Herbst Pavilion Open Space Marketplace

6:45 Festival Pavilion Reception

DAY 2

8:00 Festival Pavilion Registration and Continental Breakfast

9:00 Cowell Theater & Impact Forum Plenary Session / Panel Discussions

10:30 Festival Pavilion Break

10:45 Festival Pavilion Open Space

11:30 Festival Pavilion Break

11:45 Please refer to map Parallel Sessions Block Four See schedule for details

12:45 Festival Pavilion Lunch

1:45 Please refer to map Parallel Sessions Block Five See schedule for details

2:15 Please refer to map Parallel Sessions Block Five See schedule for details

3:15 Festival Pavilion Break

3:25 Festival Pavilion Open Space

4:10 Festival Pavilion Break

4:30 Cowell Theater & Impact Forum Plenary Session / Keynote Address Panel

6:00 Herbst Pavilion Reception

DAY 3

8:00 Festival Pavilion Registration and Continental Breakfast

9:00 Cowell & Impact Forum Plenary Session / Keynote

10:30 Festival Pavilion Break

10:45 Festival Pavilion Open Space

11:45 Festival Pavilion Break

11:45 Please refer to map Parallel sessions Block Six See schedule for details

12:00 Please refer to map Parallel sessions Block Six See schedule for details

1:00 Festival Pavilion Lunch

1:30 Please refer to map Parallel sessions Block Seven See schedule for details

2:00 Please refer to map Parallel sessions Block Seven See schedule for details

3:00 Festival Pavilion Break

3:10 Cowell Theater & Impact Forum Plenary Session / Keynotes and Panel

4:50 Festival Pavilion Open Space

6:00 Fort Mason parking lots Off the Grid

Page 46: SOCAP11 Program Book