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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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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
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
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
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.
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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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
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.
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
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™
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
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
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
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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BRINGING PEOPLE TOGETHER TO MAKE CHANGE
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
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.
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
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
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
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
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
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
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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SCHEDULE DETAILS / DAY 1 43SOCAP11 CONFERENCE GUIDE42
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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SCHEDULE DETAILS / DAY 1 45SOCAP11 CONFERENCE GUIDE44
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.
SCHEDULE DETAILS / DAY 1 47SOCAP11 CONFERENCE GUIDE46
SCHEDULE DETAILS / DAY 1 49SOCAP11 CONFERENCE GUIDE48
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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SCHEDULE DETAILS / DAY 1 49SOCAP11 CONFERENCE GUIDE48
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.
DAY 2 SCHEDULE DETAILS
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
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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
SCHEDULE DETAILS / DAY 2 55SOCAP11 CONFERENCE GUIDE54
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
SOCAP11 CONFERENCE GUIDE64 65MAINSTAGE SPEAKERS
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
MAINSTAGE SPEAKERS AT SOCAP11
SOCAP11 CONFERENCE GUIDE66 67MAINSTAGE SPEAKERS
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,
SOCAP11 CONFERENCE GUIDE68 69MAINSTAGE SPEAKERS
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
SOCAP11 CONFERENCE GUIDE70 71SPONSORS
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
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
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.
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.
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
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3
4
5
BRINGING PEOPLE TOGETHER TO MAKE CHANGE
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.
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.
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
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