SOCAP12 Program Book

INDICATES ROOMS

WHERE SOCAP12

EVENTS ARE BEING HELD

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S

See below for details

See below for details

• Sessions• Overflow seatingfor Plenaries• Simulcast

H U B @ S O C A P

F I R E H O U S E

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 PAV I L I O NCOWELL THEATER

FLEET ROOM

260 C 210 C (Meditation Room)362 C 370 C

G O L D E N G A T E R O O M

BEER GARDEN

HUBPOP-UP

MEALS REGISTRATION

M A I N S T A G E

S T A I R S T O H A L L O R A N H O U S E

B U I L D I N G C B U I L D I N G D

Second Floor

Third Floor

C 370

C 362

stairs

elev.

lav.

stairs

elev.

lav.

260 C

210 C

FLEET ROOM

Meditation Room

H A L L O R A N H O U S ESocial Entrepreneur Lodging

CONTENTSMAP 01

WELCOME TO SOCAP12 04

MEANINGFUL CONNECTIONS MATTER 06

AT SOCAP12

THE HUB AT SOCAP12 11

SOCAP12 SALUTES THE ROCKEFELLER 20

FOUNDATION @ 100

NEW AT SOCAP12 21

THEMES AT SOCAP12 22

SOCAP12 SCHEDULE 26

TUESDAY / OCTOBER 3 26

WEDNESDAY / OCTOBER 4 37

THURSDAY / OCTOBER 5 49

SPEAKERS AT SOCAP12 58

SOCAP12 SPONSORS 64

SOCAP12 TEAM 74

TRANSPARENCY AT SOCAP12 78

5SOCAP12 CON FE R E NCE G U I DE4 WE LCOM E TO SOCAP12

and where this market is maturing, where it’s starting to reach the mainstream, where venture investors from Silicon Valley are taking interest in impact investing.

While it’s growing, the social capital market is also imma-ture: it’s got gaps that haven’t been bridged yet. It’s a space that’s evolving fast, a lot of things are getting figured out, and the infrastructure is getting built quickly. Our hope is that SOCAP12 will strengthen the framework, help this market mature, and contribute to the clarity, coherence, and capability of the movement.

Our goal when we started in 2008 was to show there was a market at the intersection of money and meaning, a space between giving and investing that shared the goals of the philanthropist and of the investor. We wanted to show that that space was real and big and growing. Four years later, the evidence is clear: more than 6,000 people have come to SOCAP conferences from 70 countries.

SOCAP12 is our fifth conference, and so we’re taking it deeper this year.

We have plenty of sessions for newbies who just want to know what’s going on in the space. But in addition (rather than just our traditional panel formats), in six specific areas of the movement we’re also doing workshops and design sessions. These sessions are places where experienced people who want to know more can roll their sleeves up and take the discussion to the next level, in areas from sav-ing the ocean to building local economies.

We are a broad conference, looking at more than the over-lapping space of giving and investing – we look at places where change is happening, and how technology, the pub-lic sector, and what’s happening in local communities are making a difference.

For instance, in our Technology for Good themed ses-sions we look at big data, and how to harness the flow of all the online information in which we’re immersed so we can make a difference. And we look at how to make sure the people on the margins get to benefit. We look at the spectrum of investors in renewable energy in the develop-ing world and at ways it’s intersecting with mobile technol-ogy to make that energy more affordable.

In our Deep, Local, Connected theme, where we focus on the interplay of systems in particular places, we check out how the democratization of business ownership changes the game as highly efficient cooperatives start to take off. We look at investing in food systems to alleviate poverty in both the developing world and in poor communities in the U.S. We check in on some strategies that communities are using to build vibrant, resilient, local economies in places like Vancouver.

We show you where this approach is working, how it’s work-ing, and how it’s evolving in a rich variety of examples from around the world.

This market has grown and changed tremendously in the five years since we’ve started and we’ve been glad to be in the middle of it. We’re glad you’re here to join us. And we thank you for doing your part in evolving the movement.

Convener, SOCAP

WELCOME TO SOCAP12WELCOME TO THE MARKET AT

THE INTERSECTION OF MONEY AND

MEANING, THE SPACE BETWEEN GIVING

AND INVESTING, WHERE PEOPLE COME

TOGETHER TO PUT THEIR RESOURCES

TO WORK TO MAKE A DIFFERENCE.

Our theme this year is Making Meaning Matter. This is a market and a conference that’s about more than invest-ing money for good, about impact investing. It’s also about WHY we want to invest our money for good, why we want to support businesses that have a goal of changing the world and returning a profit to investors.

We are here because we are about investing in a new way that supports businesses doing business in a new way; a way that creates positive good, measurable good, and impact, while it makes a profit.

And we’re about the intersection of impact investing with next generation philanthropy: the philanthropic investors and donors who are changing the rules and who are going to be making a difference for a long time. Together, both sides are trying to use the market as a tool to meet the biggest challenges of the world, from health to housing to energy to food production.

By itself, impact investing only solves some problems, not all problems. By itself, there is not enough money in phi-lanthropy to solve the problems of the world, from health-care, to housing, to hunger. To make the difference we want to make, we need to rely on giving working together with impact investing to alleviate poverty and create an econ-omy that works for all.

Giving is often needed to create the infrastructure, the underlying conditions that allow impact investing to step in at a later stage and invest to bring those solutions to scale. And we’re taking a deep look at where that is working.

With making meaning matter as the backdrop, we’ve come together to talk about, to learn about, to meet and learn

from people who are about investing in this new way. And to meet the entrepreneurs, the ones who are going to make it happen.

Even more than the content in the keynotes or the nearly 100 content sessions, SOCAP is about a community that comes together. It’s about the people in the hallways or standing or sitting next to you. The purpose of our content is start conversations happening among us, connections that result in partnerships that go somewhere.

Gathering birds of a feather to look at issues together is one way to experience SOCAP12. For example, a lot of people think you can create more impact if you invest in things that focus on a beneficial effect on the women of a community. We apply that gender lens in multiple ses-sions, and there is a group that is meeting to talk about it throughout the conference. We also have people who are guiding curated experiences for newbies – first timers to both SOCAP and to this space – and for people of faith. At SOCAP12, you’re sure to find others who share your com-mon thread of why and how meaning matters to you.

We have more than 100 scholarshipped entrepreneurs at this year’s conference, and you’ll be seeing them and other entrepreneurs whose companies are farther along through-out the program over the next three days. They’re work-ing on issues from sanitation in urban India, to renewable energy in rural Africa and China, to urban food systems here in the U.S. They’ve all got great stories: watch for them on stage, or at our Innovation Showcase where you can get a good look at their solutions to the world’s most press-ing problems. They have great ideas and they have real businesses. Some of them have businesses that can still become something big. Some of them are well on their way.

It all starts with the startup: the risky endeavor by an entre-preneur. And as we cover the spectrum, we bring in lead-ing innovators who will outline the best ways to catalyze the crucial early stage investing in startups that are the key to really making this big change happen. At the other end of the spectrum we also take a broad and deep look at how

7SOCAP12 CON FE R E NCE G U I DE6 M EAN I NG FU L CON N ECTIONS MATTE R AT SOCAP12

Let’s use these tokens to reflect and invest in what matters: our meaning, our communities, our futures.

VOLUNTEERSSOCAP12 welcomes nearly 100 volunteers who will act as your guides to the gathering. These individuals are not your average volunteers. Inquisitive students, career changers, inspiring entrepreneurs, and knowledgeable social enter-prise staff—these individuals are people you’ll come in con-tact with, or maybe even collaborate with, for years after the conference is over.

Spot SOCAP volunteers and HUB hosts with their grey t-shirts and feel free to ask them questions. They’ll be happy to help!

SOCIAL MEDIASocial media will be used throughout SOCAP12 as an online extension of the conversation, as well as a report-ing mechanism for the thousands who will be following SOCAP12 online. Help us share learnings, thoughts, ideas, news, and questions from the event via social media. Here are a few ways:

Include hashtag #SOCAP12 in all of your event-related tweets. Find us at @SOCAPmarkets

Our wall is your wall! Please feel free to post any pictures, videos, articles, and more that come out of the event.

Find us at facebook.com/SocialCapitalMarkets

Connect with past attendees and fellow SOCAP12 attend-ees for ongoing conversation in our LinkedIn group.

Find us at www.linkd.in/SocialCapitalMarkets

SOCAP CONNECTSOCAP is a place to connect with leading-edge content as well as your next project, partner, investor, collaborator, or friend in the social capital market. SOCAPconnect.net is our online platform that allows you to easily do this prior to, during, and after the event.

SOCAP CONNECT’s features allow you to:

» View sessions and customize your personal schedule

» Search your fellow attendees by name, organization, location, and tags

» View your Facebook, Twitter, and LinkedIn contacts in attendance

» Direct message and schedule meetings with fellow attendees

» Start conversations on topics of interest and view relevant newsfeeds

Mobile Enabled! Bookmark SOCAPconnect.net on your smart phone for connecting on-the-go.

MAINSTAGE SIMULCAST & LIVESTREAMING @ SOCAP12This year, due to increased attendance, our mainstage ses-sions will take place in Herbst Pavilion instead of Cowell

MEANINGFUL CONNECTIONS MATTER AT SOCAP12SOCAP IS A PLACE TO CONNECT AROUND

MEANING. EACH YEAR, HUNDREDS OF

INDIVIDUALS FROM ACROSS THE GLOBE

BYPASS TRADITIONAL BOUNDARIES—

GEOGRAPHY, NATIONALITY, AGE, RACE,

GENDER, ORIENTATION, POLITICAL

AFFILIATION, INDUSTRY, SPECIALTY—TO

MEET IN A PLACE WHERE INDIVIDUAL

AND COLLECTIVE MEANING IS SHARED

AND CELEBRATED.

Meaning will look and feel different for the D.C. philan-thropist than it does for the Pakistani energy entrepreneur or the Thai impact investor; yet, we all come together at SOCAP for the possibility (and inevitability) of connections that will give meaning to a new idea, story, partnership, deal, or action plan that we can only create together. It’s the abil-ity to find common ground in the least expected of places that builds the movement, and it’s that common ground that makes SOCAP matter.

SOCAP12 provides multiple platforms, tools, and opportuni-ties for making meaningful connections. Happy connecting!

THINKING BEYOND THE TOKEN: OUR GIFT TO YOUEach year, SOCAP strives to challenge our boundaries about how we think of gifts in the good economy. Where many conferences hand out mugs or bags, even ones that pertain to sustainability, we’ve always been more drawn to meaningful ‘tokens’ of significance, products that contain stories that connect people and activate momentum for our future. In 2009, we gave attendees bags that represented an investable enterprise in Indonesia that gave enhanced

work to hundreds of trash pickers. In 2010 we took that same company and asked you to make a choice – to take a bag or invest in the company that made the bag. In 2012, we’ve decided to take a new route, away from the materially symbolic conference gift. We’re taking a break from more stuff, more clutter, more things.

Each year we bring more than 100 entrepreneurs from around the globe and give them the chance to tell their story to the SOCAP community. We believe that these peo-ple, the communities they represent, and their personal sto-ries are truly the best gift we can offer.

You’ve been given a wooden token in your badge holder. You can use this token to stand for your values, your hopes for the future, your gift to our world. This past weekend, at the Impact Accelerator @ SOCAP, our global entrepreneur community selected 5 projects that they believe are ideas for a future worth investing in. Your wooden token repre-sents $5 that you can choose to invest on the Indiegogo crowdfunding platform toward one of these five projects by dropping it one of five jars at the entrepreneur table in the HUB@SOCAP. Likewise, we invite you to think beyond the token about additional resources (both financial and oth-erwise, tangible or intangible) that might bring these ideas to life. Visit our entrepreneur table near the center of the HUB@SOCAP to either contribute further financially or leave your business card with ways that you can help these projects accomplish their mission.

9SOCAP12 CON FE R E NCE G U I DE8

Theatre. All mainstage sessions will stream live online with overflow simulcast viewing available in Cowell Theatre.

As usual, if you miss a mainstage session, want to watch it again, or even suggest it to someone not in attendance at SOCAP12 in San Francisco, these sessions will be made available on our website.

View our livestream at livestream.socap12.net

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

We thank our international catalysts and their delegates!

» JAPAN / HUB Tokyo

» BRAZIL / ICE (Entrepreneurial Citizenship Institute)

» ARGENTINA AND CHILE / Sistema B

» CANADA / MaRS Centre

» CHINA / Elliott Donnelley and Jenna Nicholas

CURATED EXPERIENCESThis year, as in previous years, leaders in their fields will be assisting delegates to focus on a particular topic through-out the conference. Some curators will arrange tweet ups before the event and dinners on Monday night. All curators will be available during breakfast times (8:00 - 9:00am) and SOCAP attendees with a burning interest in a particu-lar topic are encouraged to join these breakfasts to better understand how their topic of interest is of relevance across the full range of sessions at SOCAP this year. SOCAP12 curated experiences include (but at the time of going to press are not limited to) Gender Lens Investing, Youth, Blueprint to Scale / Enterprise Philanthropy, Faith-Based Investing, and a special track for First Time Attendees. Keep your eye on the SOCAP website and e-newsletter for more information on these curated experiences. Or just show up for breakfast on Tuesday morning and meet some new friends.

PLEASE WELCOME THE NEXT GENERATION! We are thrilled to have youth in our midst from two outstand-ing organizations focused on youth development through social enterprise: Juma Ventures (www.jumaventures.org/) and BUILD (www.build.org/). Juma Ventures is an innovative and award-winning youth development program that com-bines employment in social enterprises, college preparation, and asset building within a highly integrated case manage-ment framework. Juma’s overall goal is to provide a support system for underserved youth to help them earn a four-year college degree. BUILD’s mission is to use entrepreneur-ship to excite and propel disengaged, low-income students through high school to college success. In their four-year program, students start and operate their own businesses – experience that makes school engaging and motivates stu-dents to excel. Students also acquire 21st century skills that ensure they graduate high school eligible and ready for post-secondary success. To date, 95% of BUILD seniors gradu-ate from high school, and more than 90% enroll in college.

Rebecca Trobe—of Impact Coaching & Consulting and Schaffer & Combs—will provide support and guidance for the youth delegation in approaching, accessing, and engag-ing in SOCAP so they can get the most out of their experi-ence and time at the conference.

Microsoft is proud to support Juma Ventures and BUILD in empowering young entrepreneurs to change their world at SOCAP12. (www.microsoft.com/YouthSpark)

Founded in 1975, Microsoft is the worldwide leader in soft-ware, services, and solutions that help people and busi-nesses realize their full potential. Microsoft YouthSpark is a recently launched company-wide initiative to create oppor-tunities for hundreds of million youth around the world. Microsoft YouthSpark empowers youth to imagine and real-ize their potential by connecting them with greater oppor-tunities for education, employment and entrepreneurship.

BETTER WORLD BOOK STORE

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 bal-ances the social, economic, and environmental values of its stakeholders. Since its founding in 2003, the Mishawaka, Indiana-based company has donated more than 5 million books, re-used or recycled more than 70 million pounds of books, and raised more than $10 million for its non-profit literacy, library, and college partners.

MAKE A CONNECTION WITH YOURSELFFor those interested in starting your day with a quiet medi-tation, Augusta Hopkins will be offering guided meditations every morning at 8am in Room 210c. Augusta has built a prac-tice through her business—Mindfulness for Stress Reduction and Success—of helping people find a place of mindfulness inside themselves while doing this important work.

Additionally, at noon on Thursday in Room 210c, Jason Gra-ham-Nye of gDiapers and Andrew Markell of Exile will be demonstrating the particular practices they offered in Wednes-day’s session, “Meaning: Disruptive Spirituality–Acting on your Epiphany” for those who want to come and learn more.

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

M EAN I NG FU L CON N ECTIONS MATTE R AT SOCAP12

11SOCAP12 CON FE R E NCE G U I DE10 TH E H U B @ SOCAP12

ART AND EXPRESSION SPACEBack at SOCAP by popular demand, art is again being called upon to help us describe and understand the three-dimen-sional ramifications of our mission to reinvent the economy. This year, our artists take on the theme of take-make-waste: what does take-make-waste mean for our society, our planet, and our souls? We hope that art at SOCAP will invite you into a robust thinking space, and offer reprieve and rejuvenation.

The pieces showcased at SOCAP12 include:

VARIOUS WORKS BY ARTISTS AT RECOLOGY.

The Artist in Residence Program at Recology San Fran-cisco is a unique art and education program that provides Bay Area artists with access to discarded materials, a sti-pend, and a large studio space at the Recology Solid Waste Transfer and Recycling Center. By supporting artists who work with recycled materials, Recology hopes to encour-age people to conserve natural resources and promote new ways of thinking about art and the environment

THE HUB @ SOCAP12

THE HUB

CREATE … INSPIRE … COLLABORATE …

LEARN … CELEBRATE

HUB@SOCAP

The HUB is a global network of local spaces where you can experience SOCAP’s innovation, entrepreneurship, and creativity 365 days a year. In the Bay Area, we have con-nected a group of more than 1000 social entrepreneurs. Through the creation of the 4th space—this combination of place, community, and content—HUB brings your great idea to life.

Members of the HUB leave their houses and garages, the coffee shops and cubicles, and find a home within the HUB. Coming to a space like the HUB aids in the creation of an idea, and surrounding oneself with social innovators and impact-driven entrepreneurs makes the impossible seem possible.

As leaders in the creation of this 4th space, the HUB has built a pop-up version of this collaborative space called HUB@SOCAP. In partnership with Herman Miller and designed by Ecotone Creative, HUB@SOCAP is a place to inspire, create, learn, collaborate, and (of course) celebrate.

IN ITS THIRD YEAR AT SOCAP, THE HUB

HAS TAKEN OVER THE WHOLE FESTIVAL

PAVILION AND CREATED THE WORLD’S

LARGEST HUB!

This allows you to maximize your opportunities to connect, share, and work with your fellow participants. Mimicking our

spaces in the Bay Area and 30 other international locations, you’ll have the opportunity to experience what our 4,000+ global members do every day. Bringing together collabora-tive work sessions with innovators and leaders in the social enterprise field, HUB@SOCAP provides an opportunity to create solutions for today’s most pressing social and envi-ronmental issues through our HUB:CREATE sessions.

In addition to HUB:CREATE, you can find our Innovation Showcase, the Better World Book Store, and many of our other partners. Or, if you’re just looking for a place to hold a meeting, talk with a potential funder, or just jump on the internet, we have the space for it.

You can stop by and talk to one of our HUB hosts to learn all about the opportunities to join in this movement housed in the Festival Pavilion at SOCAP, learn about HUB Ven-tures – the social enterprise accelerator based out of the HUB – and visit with a collection of HUB founders from national and global HUBs.

HUB:CREATEHUB:CREATE is the evolution of our popular Open Space platform. We know one of the most impactful parts of SOCAP is meeting remarkable innovators and entrepreneurs from all

1 LINDA RAYNSFORD,

TREE SAWS, 2000.

Modified hand-saws. Dimensions variable.

2 ANDREW JUNGE,

PANDORA’S BOX, 2005. Found neon signage, vintage tool-box. 12" x 17" x 8"

3 LINDA WISE, GAZELLE, 2009.

Old tools and garbage truck parts. 36" x 25" x 6"

4 RICK CARPENTER TITAN, 2004

20" x 20" x 14"

ABOUT OUR CURATOR: Maura Dil-ley is a social innovation consultant who is passionate about systems change for sustainability. This is her second year taking on the challenge of introduc-ing art to SOCAP as a wedge in the full spectrum conversation on change-mak-ing. Maura lives in San Francisco and is co-founder of the social innovation con-sultancy, MDMJ Co-Labs.

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3

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over the globe. This year we are providing the space to do more than just meet, share ideas, and shake hands: we’re providing the platform to do work together and start moving beyond introductions to moving ideas into action.

Hosted by the Pop-up HUB@SOCAP in Festival Pavilion, HUB:CREATE is the user-generated part of the confer-ence. It’s your chance to propose and host sessions. The goal is to uncover opportunities for collective action that will drive meaningful change throughout the year. HUB hosts will help support the open space sessions you pro-pose, the global HUB community will be joining in the con-versations via Google+ Hangouts, and the HUB network will provide the platform to bring these ideas to life the remaining 360 days of the year.

To learn more about how you can participate, catch the introduction in the main hall of Herbst Pavilion during open-ing plenaries, and be sure to join us at 11:45am on Tuesday

for the kickoff ‘marketplace’ to propose sessions and help decide what we can create together at SOCAP this year.

ABOUT OUR FACILITATOR: Rebecca Petzel is facilitating the HUB:CREATE open space. She was a founding host at HUB Berkeley, and works with her team—Groupaya—at the HUB Bay Area helping groups and networks take collec-tive action to solve some of the world’s toughest challenges.

VIDEO BOOTHParticipate in an on-site project capturing the inspiring nar-rative of the global SOCAP community. Everybody here makes meaning matter. Come visit the video booth (to the right as you enter the HUB), and let the world know what you do and why it matters! We will compile these sound bites to show the rest of the world the big shift: this amaz-ing economy isn’t just possible, it’s happening. Participation will only take 2-4 minutes, so stop on by!

HUB CITIES If you’re interested in knowing more about the HUB move-ment, especially here in North America, we invite you to get to know our partner organization, HUB Cities. HUB Cit-ies is the HUB Bay Area’s platform-building program that supports the North American rollout of new HUBs, creates strategic partnerships that increase the value proposition of HUB membership, and the entrepreneurial opportunity of becoming a HUB founder. Over the next two years, an average of one HUB opening per month is expected in the region, many of which will be invited to host smaller-scale, locally focused, and thematic SOCAP events. If you’re interested in finding out more about how the HUB and SOCAP can come to your town, please email Jeff Shiau. [email protected]

The HUB is a global movement. We invite you to join us...for meetings, for coworking, for socializing, for ideation...come experience the HUB.

The HUB is presented at SOCAP12 with the support of Herman Miller.

Herman Miller works for a better world around you – with inventive designs, technologies, and related services that improve the human experience wherever people work, heal, learn, and live. Its curiosity, ingenuity, and design excellence create award-winning products and services, resulting in more than $1.7 billion in revenue in fiscal 2012. Innovative business practices and a commitment to social responsi-bility have also established Herman Miller as a recognized global company.

TH E H U B @ SOCAP12

15SOCAP12 CON FE R E NCE G U I DE14 TH E E NTR E PR E N E U R EXPE R I E NCE AT SOCAP12

IMPACT ACCELERATOR @ SOCAP SUPPORTED BY HALLORAN PHILANTHROPIES

This past weekend, in partnership with Halloran Philanthro-pies, SOCAP hosted nearly 80 social entrepreneurs for the Impact Accelerator @ SOCAP. This new pre-conference program was designed to highlight the catalytic effect of accelerator programs and provide customized support to SOCAP entrepreneurs.

MESSAGE FROM HALLORAN

Since its first seed grant to launch SOCAP in 2008, Hal-loran Philanthropies has targeted its human and financial resources toward the development of social entrepreneurs and impact investing. In close relationship with our part-ners, we will continue to concentrate our resources on high-impact incubators, accelerators, supporting organizations, and social entrepreneurs in Africa, Brazil, Colombia, India, Mexico, and the US. We recognize the gap in early stage capital for social businesses and seek to cause impact by investing in the capacity and scale of social entrepreneurs through accelerators that are paving the way for investors

seeking the best social entrepreneurs in the world. We are excited to partner again with SOCAP and leaders of the Accelerators Movement throughout the world.

This year at SOCAP, thanks to a generous grant from Hal-loran Philanthropies, more than 100 entrepreneurs from around the globe were not only given full scholarships to attend SOCAP, they were also invited to stay on the Fort Mason campus. Dubbed ‘Halloran House’ for SOCAP12, the amazing Fisherman’s Wharf Hostel—located just behind and up the hill from the Firehouse—is housing these SOCAP12 scholarshipped entrepreneurs. Additionally, the entrepreneurs were housed together for their weekend experience of the Impact Accelerator @ SOCAP, which took place downtown at the HUB.

SOCIAL ENTREPRENEURS: MAKING MEANING MATTER THROUGH INNOVATIVE BUSINESSSocial entrepreneurs at SOCAP demonstrate why meaning matters, and they make impact tangible. At SOCAP12, we are thrilled to offer additional programming for social entre-preneurs, along with new ways to spotlight their ground-breaking solutions throughout the conference.

THE ENTREPRENEUR EXPERIENCE AT SOCAP12

As an additional feature this year, there will be greater opportunities for attendees to engage with social entrepre-neurs, and new programs tailored to help the entrepreneurs themselves get the most out of the SOCAP experience. Through Impact Accelerator @ SOCAP, the Innovation Showcase, and the Marketplace there will be a range of engaging forums for entrepreneurs to display their solu-tions and interact with attendees. The SOCAP featured entrepreneurs are diverse in their focuses, solutions, and locations, and we can’t wait for you to meet them!

In addition to Hallron Philanthropies, the following orga-nizations have contributed to our Entrepreneurs’ Fund, ensuring that we continue to reach a diverse set of great entrepreneurs from all over the world:

In addition to the list here in the program book, you can see the complete list of the entrepreneurs on our confer-ence networking site (socap12.pathable.com/#page/SE). There are also lists of this year’s featured entrepreneurs in the Innovation Showcase and Marketplace. We are so glad to welcome them all to the SOCAP family of entrepreneurs.

Dasra Buckminster Fuller InstituteEchoing GreenUnreasonable InstitutePopTechHUB VenturesAshden AwardsAgora PartnershipsNESsTArtemesia Social BusinessPotencia VenturesMulago FoundationEnviuGlobal Social Benefit IncubatorRock HealthSandboxiHub

Venture GreenBid NetworkVillage CapitalWilliam James FoundationNew Ventures MexicoVillgroAspen Network of Development EntrepreneursFuture of FishFledgeAshokaIdea VillageCode for AmericaGreenstartUnLtdLGT Venture PhilanthropyFrontier MarketsImpact Engine

INNOVATION SHOWCASE The Innovation Showcase will be a highlight of SOCAP12 on Wednesday, the second full day of the conference, and it will be a chance for attendees to see the groundbreak-ing work of social entrepreneurs in a hands-on way. Entre-preneurs in the showcase will have tangible products for attendees to engage with during the conference.

MARKETPLACE SHOWCASEThe Marketplace @ SOCAP12 presents a great opportunity to support social entrepreneurs who are delivering impact through products as diverse as shoes, chocolate, handbags, and blankets. The entrepreneurs in the marketplace have innovated upon materials, agricultural practices, and eco-nomic development models to deliver these products. Vis-itors to the Marketplace can learn more about the items for purchase and the organizations that created them. The Marketplace will be located in the main entrance to Festival Pavilion on Thursday, the final day of the conference.

Accelerators who have been actively participating with these ventures are:


SOCAP 2012 SOCIAL ENTREPRENEUR SCHOLARSHIP RECIPIENTS

NAME ORGANIZATION WEBSITE COUNTRY

Michelle Abraham Unconvention unconvention.co.in India

Brahm Ahmadi People’s Community Market peoplescommunitymarket.com United States

Zehra Ali Ghonsla ghonsla.com Pakistan

Jason Aramburu re:char re-char.com United States

Kyle Azevedo viaCycle viacycle.com United States

Zubaida Bai AYZH ayzh.com India

Nicole Ballin Up Energy Group upenergygroup.com United States

Kythzia Barrera Suarez Innovating Tradition/Colectivo 1050º innovandolatradicion.org Mexico

Sara Al-Beaini SolWorks Innovations calsolagua.com United States

Rashmi Bharti Kumaon Earthcraft Self-Reliant Cooperative

earthcraft.in, www.avani-kumaon.org India

Andrea Bouch The IQ Collective theiqcollective.com United States

Gerald Cannon Ballers Bridge ballersbridge.com United States

Brian Caouette Farmbuilders farmbuilders.com Liberia

Kevin Casey New Avenue newavenuehomes.com United States

Jonathan Cedar BioLite Stove biolitestove.com United States

Sylvia Chebi Greentizen greentizen.com Uruguay

Benjamin Cohen TOHL thetohl.com United States

Patricia Compas-Markman DayOne Response, Inc. dayoneresponse.com United States

Ignacio Cordero Aventones aventones.com/conocer-mas Mexico

Jane Chen Embrace embraceglobal.org United States

David del Ser Frogtek frogtek.org Mexico

Joe Demin Yellow Leaf Hammocks yellowleafhammocks.com United States

Darcey Donovan Pakistan Straw Bale and Appropriate Building

paksbab.org United States

Veronica D’Souza Ruby Cup ruby-cup.com Kenya

Nina Dudnik Seeding Labs seedinglabs.org United States


Alexander Eaton Sistema Biobolsa sistemabiobolsa.com Mexico

Janine Elliott Skip To Renew skiptorenew.com United States

Scot Frank One Earth Designs oneearthdesigns.org Hong Kong

Dana Frasz Food Shift foodshift.net United States

Susana Frazäo Pinheiro Local Insight Global Impact local-insight.org Portugal

Peter Frykman Driptech driptech.com United States

Robert Goldberg Neumitra neumitra.com United States

Paul Goodman Acopio acopio.org United States

Erine Gray Aunt Bertha auntbertha.com United States

Simon Griffiths Who Gives A Crap whogivesacrap.org Australia

Shane Gring BOULD bebould.com United States

Santiago Halty Senda Athletics sendaathletics.com United States

Salime Harp Studio Xaquixe xaquixe.com Mexico

Gillian Henker DIIME diime.org United States

Jason Hill Benevolent Technologies for Health thebethproject.com United States

James Huang 4+1 Mobile Health 4jia1.com China

Achenyo Idachaba MitiMeth mitimeth.com.ng Nigeria

Naithan Jones AgLocal aglocal.com United States

Leticia Jáuregui Crea crea.org.mx Mexico

Chelsea Katz Fresh Takes Kitchen freshtakeskitchen.com United States

Patrick Keenan SQFT yoursqft.com United States

Heidi Kim TrustScore ackdreilly.github.com/TrustScore United States

Nathaniel Koloc ReWork rework.jobs United States

Steve Kowarsky Three Pillars Communities 3pcinc.com United States

William Kramer Clean Engines clean-engines.com United States

Paseka Lesolang WHC Water, Hygiene, Convenience South Africa

Mike Lin Fenix International fenixintl.com United States

Sarah Lin Ellie Fun Day elliefunday.com United States

TH E E NTR E PR E N E U R EXPE R I E NCE AT SOCAP12



Timothy Lipton ReAllocate reallocate.org United States

Ross Lohr ProjectRepat projectrepat.com United States

Javier Lozano Clinicas del Azúcar (Sugar Clinics) clinicasdelazucar.com Mexico

Katherine Lucey Solar Sister solarsister.org United States

Michael MacHarg Simpa Networks simpanetworks.com India

Jaydeep Mandal Aakar Innovations aakarinnovations.com India

Chris Markl Kourage Athletics kourageathletics.com Kenya

Elena Medo Neolac Inc. United States

Craig Miller Preciva Incorporated preciva.com United States

Suzana Moreira moWoza mowoza.com South Africa

Sanga Moses Eco-fuel Africa ecofuelafrica.com Uganda

Stacey Murphy bk farmyards bkfarmyards.com United States

Anthony Myint Mission Chinese Food missionchinesefood.com United States

Antony Ndungu Kytabu kytabu.org Kenya

Mohamed Ali Niang Malo malo.ml Mali

Chelina Odbert Kounkuey Design Initiative kounkuey.org United States

Rebecca Peel Farmerline Ltd. farmerline.org Ghana

Tinia Pina Re-Nuble re-nuble.com United States

Christopher Quintero Mekong Green Tech mekonggreentech.com Vietnam

Samanthi Ratnayake Lili Dairy lilidairy.com Sri Lanka

Shashank Rastogi Boond Engineering & Development boond.net India

Audra Renyi World Wide Hearing wwhearing.org Canada

Melissa Rich InterSchola interschola.com United States

Juan Rodriguez QUETSOL quetsol.com Guatemala

Barry Roeder Bridge creative-currency.org/projects/bridge United States

David Rojas Trust for the Americas trustfortheamericas.org United States

Jason Rosado GivKwik Inc givkwik.com United States

Ben Sandzer-Bell CO2 Bambu co2bambu.com Nicaragua


Alfonso Serrano Habvita habvita.com Mexico

Matt Severson The School Fund theschoolfund.org United States

Julia Sevilla Kape Maria kapemaria.tumblr.com Philippines

Ajaita Shah Frontier Markets frontiermkts.com India

Hardika Shah Kinara Capital kinaracapital.com India

Ravi Kumar Sharma TARA Nirman Kendra devalt.org India

Varun Sheth Ketto ketto.org India

Lesley Silverthorn Angaza Design angazadesign.com United States

Shivani Siroya InVenture inventure.org United States

Tom Spargo RainSaucers rainsaucers.com United States

Bill Spencer Hawaii Oceanic Technology hioceanictech.com United States

Vaughn Spethmann Zambikes zambikesusa.com United States

Debbie Sterling GoldieBlox, Inc. goldieblox.com United States

Emily Stone Maya Mountain Cacao mayamountaincacao.tumblr.com Belize

Lindsay Stradley Sanergy saner.gy Kenya

Jonathan Strahl REwiRE rewireworldwide.com United States

Ned Tozun d.light design dlightdesign.com United States

Sheikh A. Turay Liberation Chocolate liberationchocolate.com Liberia

Aynne Valencia RefreshSF refreshsf.org United States

Ryan Wagner Penyo Pal penyopal.com Canada

Erik Wallsten Adobe Capital adobecapital.org Mexico

Manuel Wiechers ILUMEXICO ilumexico.com.mx Mexico

Jeremy Wiley Tethered Air tetheredair.com United States

Michael Wilkerson Own Your Own Boda ownyourownboda.com Uganda

Nancy Wimmer microSOLAR microsolar.com Germany

Scott Wofford GII-MAP: Impact Investing Ecosystem Map

Mexico

Patrick Woodyard Nisolo nisoloshoes.com United States

TH E E NTR E PR E N E U R EXPE R I E NCE AT SOCAP12

21SOCAP12 CON FE R E NCE G U I DE20 N EW AT SOCAP12

SOCAP12 SALUTES THE ROCKEFELLER FOUNDATION @ 100

The year 2013 marks a century since John D. Rockefeller established The Rockefeller Foundation. To commemorate the occasion, we are launching a Centennial initiative that will celebrate the richness of our past work and look ahead to the development of innovative approaches to address the global shocks and deepening stresses of the 21st century.

In the face of these 21st century realities, achieving the Foundation’s overall goal to build resilience and more

equitable growth, especially for poor and vulnerable people, relies in part on our commitment to a continuing search for, and openness to, new ideas and new ways of building solu-tions to these complex crises. The activities that form our Centennial program -- the convenings, social media plat-forms, search and challenge grant-making, and analysis of lessons learned from our first 100 years, and the work of others -- are designed to enable that approach to reach its full breadth and potential.

Our centennial is also a moment to look ahead, to ana-lyze which global issues will dominate the next decade and beyond, and to sculpt new ideas for addressing them. When it comes to helping to build resilience and more equitable growth, our Centennial is a chance to consider what we have accomplished, but even more urgently to strategize for the future, always anticipating trends and leading the way to the solutions of tomorrow.

NEW AT SOCAP12From an idea in the mind of Kevin Jones back in 2007 in Oaxaca, Mexico, to SOCAP: Designing the Future in Malmö, Sweden this year, I have consistently taken great pleasure in engaging with the people, the ideas, and the organizations that make up the SOCAP community. It is now my privilege to join SOCAP as Creative Director, contribut-ing to the team’s efforts to make SOCAP12 an exceptional event. And to help plan the future of SOCAP to match and serve the maturation of impact investing and social entrepre-neurship the world over.

New for 2012—in response to demand from the SOCAP com-munity—our content is taking steps towards offering richer, deeper experiences for those of you who want to dive in to a particular topic. What does this mean? Well, each morning two themes will be showcased in the plenary session, giving every SOCAP attendee a big-picture view of the topic. We’ll then proceed to a one-hour session with leading experts in each field, which will roll into a two-hour design facilitated workshop exploring how to realize real-world outcomes around the sub-ject and in the work and lives of session attendees. Our hope with the design series is to not only impart inspiration, but to spark participants to take action relevant to the topic and to their field of work. Topics we have slated for what we are call-ing the ‘SOCAP Design Series’ are:

» the Monitor Group’s Blueprint to Scale report / DS 1

» Gender Lens Investing / DS 2

» the Blue Economy (by which we mean oceans) / DS 3

» Rewriting the Term Sheet / DS 4

» Changing the Rules of the Economic Game / DS 5

» and the Local Economy / DS 6

We also have an increased number of 90-min-ute workshop sessions, designed for individ-uals to immerse themselves in a topic. Not for the faint-hearted or beginners, these sessions

will tackle the big issues and intractable problems surround-ing topics such as Social Impact Bonds, Crowdfunding, and Metrics and Information Systems. All these sessions are marked with a logo to indicate they are a deep dive session.

But rest assured, as we begin to take a deeper approach to our SOCAP sessions, we are keeping much of what makes SOCAP unique: diverse and challenging content that leaves many attendees feeling like they have been ‘drinking from the fire hose’.

We have more than 100 sessions scheduled. We have major foundations presenting and mixing it up with early stage and developing world social entrepreneurs. We have HUB:CONNECT running in an ‘Unconference’ or ‘Open Space’ format from first thing Tuesday to last thing Thurs-day, allowing you to program the sessions that inspire you and that we might have left out. And, as always, we have the space and setting to ensure you connect with the peo-ple you want.

These are exciting times in the world of impact investing and social entrepreneurship. And these are exciting times for SOCAP as we begin to take the organization to the next level. Expect more of what makes SOCAP great. Expect a gradual deepening and a radical democratization of con-tent. Expect more challenges to the norm, and more sup-port for movement building. Expect SOCAP to stay doing what it has done from the outset: serving our community.

Creative Director, SOCAP

23SOCAP12 CON FE R E NCE G U I DE22 TH E M ES AT SOCAP12

THEMES AT SOCAP12

IMPACT INVESTINGImpact investing has emerged as a movement and an asset class. But who are the impact investors? How much financial return are they asking for and how much impact are they demanding? We’ll look for answers by convening well-known inves-tors and new impact funds, as well as the field’s experienced leaders. You’ll learn where the market is moving, from the full-spectrum of investors: angels and early stage to family offices and institutional investors. The people-powered capital tools of crowdfunding also have their place in the conversation.

In partnership with Omidyar Network

2012 marks five years since the term “impact investing” was coined. In this time, the sector has generated tremendous interest and begun attracting capital from diverse sources. What can we do in the next five years to accelerate the industry towards sustained impact?

Omidyar Network is excited to partner with the Impact Investing theme at SOCAP12 to facilitate this important conversation. By reflecting on trends that have emerged and lessons learned, we hope to inspire greater dialogue about the potential that lies ahead and the steps needed to ensure the most constructive outcomes. We encour-age you to engage with the sessions and speakers, share your own ideas about impact investing, and join us in championing the industry’s evolution.

TOMORROW’S PHILANTHROPYGiving is not going away. While impact investing is making a difference, the role of giving is becoming even more central in the social capital market. This partner-ship can be seen in the grants and subsidies that fund the initial concepts that then become investable and scalable. Donors and corporate givers are also stepping up to help would-be world-changers become ready for investment through accelera-tors, seed funding, and other promising solutions that increase the potential for sustainable global good. Across the sector, investors and donors are learning when to give, when to invest, and when to accept lower financial returns in exchange for higher impact.

PUBLIC SECTOR CONNECTING FOR IMPACTIn an ever-more-connected world facing the reality of finite resources, civic engage-ment is emerging to fill the gap. From platforms for advocacy and volunteerism that enable people to take more control of their communities to startups that bring in new political voices in an election year, civic entrepreneurs are creating something important and new. At the opposite end of the scale, social impact bonds are trying to change the rules so social service agencies ally with investors to solve systemic prob-lems in chronically disadvantaged neighborhoods, rather than simply putting bandaids on symptoms. At the international scale, nimble impact investors struggle to work with the cumbersome development agencies. At the local, national, and international level, government and impact investors are learning to engage with each other.

DEEP, LOCAL, CONNECTEDThere is a sense that, as our global awareness grows, our neighborhoods must remain primary in our focus if we are to see real impact. This is seen in the social capital market as inner city entrepreneurs innovating to create financial inclusion and improve health, housing, and food. And in rural areas around the world it shows up as environmental funders joining forces with social investors to alleviate poverty and create resilient ecosystems. It’s all part of a new approach that is deep, local, and connected.

MEANINGWe all enter the social capital market because we want to find a way to make a dif-ference with our lives and with our money. Keeping meaning at the table as the mar-ket becomes mature and deal sizes grow is the job of everyone who shows up. The alternative is letting the money rule. The intersection of the two is what makes this space new, and when they truly come together it transforms our paradigms and the world we live in.


EARLY STAGEThe innovations that have the potential make the biggest change often come from raw startups. But unlike in standard investing, few young social enterprises will ride a hockey stick curve to rapid success, because they are taking on some of the most intractable problems of the world: from sanitation to education. New syndi-cates, new investment structures that are more friendly to the entrepreneur and to their goals to make a difference are arising. Crowd-funding and local stock offer-ings enable the average person to put their money in the game. It’s still a work in progress, and huge gaps remain, but the early stage of the social capital market is increasingly growing and vibrant.

INTERMEDIARIESMarket infrastructure is essential. And in the social capital market, intermediaries are arising to build the bridges that take concepts to reality. Infrastructure runs the gamut from accelerators that enable promising entrepreneurs to gain the skills to get funding, to pitch sessions with investors, to metrics systems.

Systems to make sure impact investors are really making a difference are still evolving. While most metrics are built to answer the questions that investors want answered, asking the beneficiaries of impact what they want and how they feel about the interventions that impact investors are bringing is starting to become more com-mon.

TECH FOR GOODLow cost, renewable, distributed energy is changing lives in rural Africa, India, and other parts of the developing world. A spectrum of investors is working in the space, with goals that range from philanthropic to asking for market rate return. Around the world, big data is enabling people to know where a problem is and find ways to solve it, while also making sure the people on the margins get to use the power of that information. Mobile technology is leapfrogging old systems and bringing information within reach of more people. Impact investors – who typically like to share informa-tion (in a cooperative paradigm) – are still learning how to work with traditional tech investors – with a focus on gaining an edge (in a competitive paradigm).

NEW ECONOMYMarkets are not forces of nature, like tsunamis or earthquakes. They are tools that are designed by people for a purpose. The traditional capital markets are broken, trust is often absent and the system is based on growth and competition assump-tions that simply don’t work for the planet or its people. At SOCAP we explore new structures, new kinds of ownership, and look for new ways to rebuild the markets for the good of all.

SOCAP DESIGN SERIESNew for 2012, in response to attendee feedback from previous years, we’ve decided to focus on a few topics and GO DEEP! What does this mean? Each morning, two themes will be showcased in the plenary session, giving every SOCAP attendee a big-picture view of the topic. We’ll then proceed to a one-hour session with lead-ing experts in each field, which will lead into a two-hour design facilitated workshop exploring how to realize real-world outcomes. Our hope with the Design Series is to not only impart inspiration but to spark participants to take action relevant to the Design Series topic and to their field of work.

The SOCAP Design Series is brought to you in partnership with Hot Studios.

DEEP DIVE SESSIONSFor SOCAP12, we have an increased number of 90-minute workshop sessions, designed for individuals to immerse themselves in a topic. Not for the faint-hearted or beginners, these sessions will be immersed in the big issues and intractable prob-lems surrounding topics such as Social Impact Bonds, Crowdfunding, and Metrics and Information Systems. All these sessions are marked with a logo to indicate they are a deep dive session.

S S

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TH E M ES AT SOCAP12

27SOCAP12 CON FE R E NCE G U I DE26 SOCAP12 SCH E DU LE

SOCAP12 SCHEDULEMONDAY / OCTOBER 1

TUESDAY / OCTOBER 2

05:00 PM / OPENING NIGHT PARTY HUB@SOCAP, FORT MASON

The SOCAP pre-registration party: San Francisco’s leg-endary food trucks, music, great conversation, watching the boats and gorgeous views of the San Francisco Bay. What could be better?

07:30 AM / REGISTRATION OPENS HUB@SOCAP

08:00 AM / CONTINENTAL BREAKFAST HUB@SOCAP

08:00 AM / MORNING MEDITATION ROOM 210C

06:00 PM / SPECIAL SESSION FOR FIRST TIME ATTENDEES FIREHOUSE

Folks attending SOCAP for the first time are invited to an overview session on Monday evening to help them acquaint themselves with the sector and with SOCAP content, and to meet key people in the SOCAP community.

09:30 AM / OPENING SESSION & PLENARY

MAKING MEANING MATTER THROUGH LOOKING AT MONEY IN A DIFFERENT WAY

HERBST (SIMULCAST IN COWELL)

WELCOME Kevin Jones / Founder and Convener, SOCAP

IMPACT ACCELERATOR @ SOCAP Penelope Douglas / Board Chair, SOCAP & HUB Bay Area

Impact Accelerator @ SOCAP presented in collaboration with Halloran Philanthropies

This past weekend, in partnership with Halloran Philan-thropies, SOCAP hosted nearly 80 social entrepreneurs for the Impact Accelerator @ SOCAP. This new pre-con-ference program was designed to highlight the catalytic effect of accelerator programs and provide customized support to SOCAP entrepreneurs.

HOW DO WE BUILD THE NEW, DEMOCRATIC ECONOMY WE NEED? Gar Alperovitz / Co-Founder, The Democracy Collaborative

How do we align natural systems, human organizations, and economic design in order to create a resilient and equitable economy and society? One key is democratizing ownership at sophisticated levels, which could be the next major advance in social investing.

DS 1.1 / GENDER LENS INVESTING: HALF THE SKY – EXPANDING RETURNS THROUGH EXPANDING OPPORTUNITY

Jackie VanderBrug / Gender Lens Investing Catalyst

Sheryl WuDunn and Nicholas Kristof have asserted that women hold the key for unlocking a domino effect of social and economic returns. Gender lens investing—putting capital to work to advance women and girls—represents a significant lever to harness this untapped value. Jackie VanderBrug explores how gender (when used as a lens and not a screen) illuminates opportunities, increases impact, and drives financial returns. Note: This plenary ses-sion is an introduction to a panel session (DS 2.2) and a workshop (DS 2.3) on the same topic that will happen later on Tuesday in the Firehouse.

DS 2.1 / BLUEPRINT TO SCALE: ENTERPRISE PHILANTHROPY Katherine Fulton / President, Monitor Institute

In the social capital movement today, there is tremendous excitement about the potential for business models to cre-ate social impact, and about the impact investors seeking to deploy capital into these models. However – as described in the recent ‘From Blueprint to Scale’ report published by Monitor in collaboration with Acumen Fund – the reality is that many of these models are a long way from being able to absorb investor capital and begin to scale. What is the

role for foundations and aid donors in closing this critical ‘pioneer gap’? What key questions should they consider as they approach this emerging practice of ‘enterprise philan-thropy’? Note: This plenary session is an introduction to a panel session (1.2) and a workshop (1.3) on the same topic that will happen later on Tuesday in the Fleet Room.

GREETINGS FROM THE GLOBAL IMPACT INVESTING NETWORK Luther Ragin / Chief Executive, Global Impact Investing Network (GIIN)

An update from Luther Ragin on the GIIN’s progress over the last year, and some exciting new developments.

AN INTRODUCTION TO HUB:CREATE Rebecca Petzel / HUB:CREATE Coordinator

Rebecca Petzel will introduce us to HUB:CREATE, the evolution of SOCAP’s popular Open Space platform. We know that one of the most impactful parts of SOCAP is meeting remarkable innovators and entrepreneurs from all over the globe. This year we are providing the space to do more than just meet, share ideas, and shake hands: we’re providing the platform to do work together and start mov-ing beyond introductions to moving ideas into action.

11:15 AM / BREAK HERBST (Please note, all subsequent breaks throughout the conference will be held in the HUB@SOCAP.)

FeelGood Grilled Cheese Sandwiches


11:45 AM / PARALLEL SESSIONS

WHOLE-PORTFOLIO ACTIVATION TO MISSION: A WAY TO PLAY BIG IMPACT INVESTING

60 MINUTE SESSION / HERBST

Pioneering investor Carol Newell of Renewal Partners coined the term ‘whole-portfolio activation to mission’ as a call to investors to play BIG. This session features some of those play BIG stories: the twenty-year experiment of Vancouver-based Renewal as told by its mastermind Joel Solomon. Kristin Hull tells of the swift transformation she led for her family foundation’s $20 million portfolio. Meyer Family Enterprises CEO Patrick Gleeson tells of their whole-portfolio activation. Join us for refreshing perspec-tives from experienced portfolio activists who put a pre-mium on the importance of full transparency to help others move forward with their own portfolio activation.

Kristin Hull / Hull Family Foundation Joel Solomon / Renewal2 Patrick Gleeson / Meyer Family Enterprises Marian Moore / Play BIG (moderator)

NEW ALLIANCES IN SOCIAL INNOVATION NEXT STAGE PHILANTHROPY

60 MINUTE SESSION / COWELL

The most vital new models of social innovation leverage hybrid strategies. Combining the entrepreneurial ethos of for-profit startups and the social mission of non-prof-its, next-generation changemakers are working collabora-tively to build sustainable organizations. In this session, we engage key social innovators about how foundations and private investors are playing an increasingly intertwined role in the future of innovation.

John Bracken / Knight FoundationCorey Ford / PublicMediaXJesse Shapins / ZeegaJeff Leifer / Circadian Media Lab (moderator)

CATALYZING EARLY-STAGE INVESTMENT IN SOCIAL ENTERPRISES EARLY STAGE

90 MINUTE SESSION / GOLDEN GATE ROOM

(IMPACT INVESTING SESSIONS IN

PARTNERSHIP WITH OMIDYAR NETWORK)

Creating and capitalizing early stage social enterprises remains embryonic, but is just starting to evolve. Leading seed stage investors guide a hands-on workshop on how to find investable entrepreneurs who have never heard of social enterprise, how to find impact investors who have never heard of impact investors, and how to hire and add capacity to entrepreneurs while educating investors.

Ricardo Terán / Agora PartnershipsRoss Baird / Village CapitalJohn Walker / Echoing GreenAndy Lower / The Eleos Foundation (moderator)

GENERATION IMPACT: THE FUTURE OF IMPACT INVESTORS NEXT STAGE PHILANTHROPY

90 MINUTE SESSION / 260C

A new generation of social finance innovators are taking the reins, bringing with them fresh perspectives, priori-ties, and values. Younger investors share their stories and ideas on the future of impact investing. What is the ulti-mate vision they attempt to realize with their investments – both personally and on a planetary level? Hear how they’re exploring this question as they fashion a dynamic relation-ship between financial and social return.

Anne Deane / Enterprise Community Partners Ian Simmons / Blue Haven Initiative Richard Graves / Ethical Electric Rebecca Trobe / Impact Coaching & Consulting Gita Drury / ImpactAssets (moderator)

LOVE & MONEY: STRANGE BEDFELLOWS OR THE NEW POWER COUPLE IN IMPACT INVESTING?

MEANING

60 MINUTE SESSION / FIREHOUSE

This session takes a look at how our life’s deepest pur-pose and our own sense of meaning come into play in our investing. We will examine how incorporating these deep, sacred intentions affects the experience and outcome of investments.

Bonny Meyer / Meyer Family EnterprisesRichard Zimmerman / Capital InstituteBirju Pandya / Armonia LLCKathleen Paylor / Conscious Capital (moderator)

BUILDING A RESILIENT ECONOMIC SYSTEM IN A LOCAL COMMUNITY NEW ECONOMY

60 MINUTE SESSION / FLEET ROOM

What does it look like when you align natural systems, human organizations, and democratized economic design in order create a resilient and equitable economy and soci-ety? They are doing it at the Evergreen Cooperatives in Cleveland and in the Oberlin Project in Oberlin, Ohio.

Ted Howard / The Democracy CollaborativeDavid Orr / Oberlin College Gar Alperovitz / The Democracy CollaborativeKenny Ausubel / Bioneers (moderator)

TAKING SUSTAINABLE AND IMPACT INVESTING MAINSTREAM IMPACT INVESTING

60 MINUTE SESSION / ROOM 370C

Sustainable and impact investing are often considered niche markets, but they don’t have to be. New market anal-ysis shows that financial advisors are willing to place up to $650 billion in client assets in sustainable and impact investments. However, in order to do so they need the sup-port of mainstream financial institutions. Join this panel in exploring what mainstream financial institutions need to

list, distribute, and sell sustainable and impact products, and how the SOCAP community can meet that demand more effectively.

Hope Neighbor / Hope ConsultingFran Seegull / ImpactAssetsGreg Ulrich / Hope ConsultingLori Hardwick / EnvestnetHilary Irby / Morgan StanleyAnders Ferguson / Veris Wealth Partners (moderator)

CREATIVE FINANCING FOR COMMUNITY WEALTH: LESSONS FROM THE TONIIC INVESTOR NETWORK NEW ECONOMY


Impact investment has traditionally been a conversa-tion between investors and entrepreneurs, with minimal engagement from beneficiary communities. Dealing the community into the game, and making sure they are part of the leadership and ownership of scalable businesses is a new way forward with a new kind of equity. Toniic CEO Morgan Simon and member investee Brendan Martin of The Working World explain how they are sharing financial returns and management in cutting-edge ways; and in the process, democratizing impact investment.

Brendan Martin / The Working WorldMorgan Simon / Toniic (moderator)

12:45-2:15 PM / LUNCH HUB@SOCAP

SOCAP12 SCH E DU LE


1:15 PM

LUNCHTIME MEDITATION

60 MINUTES / ROOM 210C

1:15 PM

SOCIAL IMPACT BONDS WORKSHOP: FAQS 2.0 PUBLIC/PRIVATE

120 MINUTE SESSION / MARINA ROOM

We will briefly discuss the basics for beginners, and share findings from McKinsey’s recent report

‘From Potential to Action: Bringing Social Impact Bonds to the US’. The majority of the session will be spent in small group discussions reviewing and revising the SIB FAQs developed by the Center for American Progress. To benefit the movement, the output from the session will be posted on the Nonprofit Finance Funds’ Pay for Success Learning Hub.

Amy Klement / Omidyar NetworkCathy Clark / CASE i3: Initiative on Impact InvestingKristin Giantris / Nonprofit Finance FundSonal Shah / Tides FoundationLeo Quigley / Social FinanceLaura Callanan / McKinsey & Company (moderator)

1:30 PM

DS 1.2 / GENDER LENS: MOVING FROM GENDER LENS INVESTING IDEAS TO IMPLEMENTATION MEANING


Investment vehicles and social ventures designed with a gender lens are emerging across the spectrum. Women investors are especially keen to align their values and their investments. But, what are their real opportunities and constraints? What’s the experience of those at the fore-front and how can their learning translate across the field?

Note: We recommend that you attend this panel if you intend to participate in the follow-on workshop in this series (DS 1.3).

Jennifer Pryce / Calvert FoundationNatalia Oberti Noguera / Pipeline FellowshipCatherine Berman / AstiaMaryEllen Iskenderian / Women’s World BankingJackie VanderBrug / Gender Lens Investing Catalyst (moderator)

DS 2.2 / BLUEPRINT TO SCALE: NOTES FROM THE FRONTLINE NEXT STAGE PHILANTHROPY


This panel will dig into the theme of ‘enterprise phi-lanthropy’ raised in the recent ‘From Blueprint to

Scale’ report published by Monitor Group in collaboration with Acumen Fund: how smart catalytic grants can help establish new inclusive business models and markets. We will share practical experiences and learning from those engaged in enterprise philanthropy today, and we will address practical questions from those thinking about putting its key findings into action. Note: We recommend that you attend this panel if you intend to participate in the follow-on workshop in this series (2.3).

Louis Boorstin / Bill & Melinda Gates FoundationStephen Nairne / Lundin FoundationSasha Dichter / Acumen FundSimon Desjardins / Shell FoundationAshish Karamchandani / Monitor InstituteHarvey Koh / Monitor Group (moderator)

2:15 PM / PARALLEL SESSIONS

WHEN DID IT CHANGE FOR YOU? MEANING


Entrepreneurs and investors talk about how the world changed for them: when they started seeing things in a new way, the epiphany that made the difference, and how they are approaching their work and their lives differently since then. An interview session led by the Very Rev. Jane Shaw, Dean of Grace Cathedral.

Brian Kaminer / TALGRADavid Batstone / Not For SaleMorgan Simon / ToniicMike Keriakos / Everyday HealthVery Rev. Jane Shaw / Grace Cathedral (moderator)

LIFTOFF! INVESTMENT FUNDS LEADING THE WAY IN GROWING THE IMPACT INVESTMENT SPACE

IMPACT INVESTING


This session will feature a discussion with leaders in the impact investing field on what it takes to bring more large-scale fund managers into play. We will explore the nature and focus of these type of funds, how they act as impact investors, what they want, and how investments should be structured to meet their needs. We will also look at cur-rent trends, challenges, and the direction of travel for funds working in this space.

Ron Cordes / ImpactAssetsRaúl Pomares / Sonen CapitalGerhard Pries / Sarona Asset ManagementWayne Silby / Calvert FoundationStuart Davidson / Labrador Ventures (moderator)

IMPACT ENTREPRENEUR PITCH SESSION EARLY STAGE


(IMPACT INVESTING SESSIONS IN

PARTNERSHIP WITH OMIDYAR NETWORK)

Eight top social entrepreneurs who’ve been through the Impact Accelerator @ SOCAP talk with Tyler Hartung of the Unreasonable Institute. They each tell the story of the social problem they are aiming to solve through their busi-ness, how they are going to do it, and why their business will get it done.

Impact Accelerator @ SOCAP entrepreneurs TBDTyler Hartung / Unreasonable Institute (moderator)

LONE WOLF OR WOLF PACK? CAN TECH FOR GOOD INVESTORS WORK WITH TRADITIONAL INVESTORS

TECH FOR GOOD


The investment community is increasingly buzzing around the M4D (Mobile for Development) sector. The opportunity to make a positive impact on the lives of poor in the devel-oping world through mobile, when coupled with the more traditional investor aims of potential high-yield profits, pres-ents an ideal investment profile for many technology inves-tors. But are those aims compatible? Or are there inherent differences between traditional technology investing and the recent opportunities for social-impact M4D investing that make the two impossible to reconcile? Given tradi-tional technology investors, on the one hand, and the differ-ing approaches, goals, risk appetites, ROI expectations and investment timeframes associated with social impact inves-tors, on the other hand are the opportunities for impact investors really there? And if there does exist an invest-ment profile that successfully captures and balances the twin aims, which qualities will win out and how does that impact the investor’s chances of success?

Raj Gollamudi / Omidyar NetworkSteve Wright / Grameen FoundationMegan Beck / Acumen FundSean Foote / Silicon Valley Microfinance NetworkCorina Gardner / GSMA Development Fund (moderator)

SOCAP12 SCH E DU LE


PALO ALTO OR KAMPALA? THE IN-COUNTRY DILEMMA EARLY STAGE


Launching a company, hiring the team, managing investors, and growing to scale with global operations is difficult to say the least. This panel highlights fast-growing technology startups with at least $1 million in funding that are creating new devices for uses that range from keeping infants warm to the next generation of renewable energy. Some investors insist that tech-focused social enterprises move all opera-tions into the base of the pyramid country where they are making their impact and immerse themselves in the culture. Debates rage on as the startups tackle challenges of pro-totyping, production, scaling operations, and keeping R&D near Palo Alto or Boston vs. Kampala or Andhra Pradesh. Entrepreneurs and investors tell a story of social enter-prises maturing.

Jane Chen / EmbraceMike Lin / Fenix InternationalPeter Frykman / DriptechNed Tozun / d.light designMark Straub / Khosla Impact Fund (moderator)

CDFIS: IMPACT MULTIPLIED PUBLIC/PRIVATE


Are CDFIs in your portfolio? CDFIs (community develop-ment financial institutions) are mission-driven interme-diaries with a proven track record of impact, safety, and soundness. CDFIs aggregate private, public, and phil-anthropic resources to invest in high-impact community businesses. CDFIs invest in energy efficiency, renewable energy, healthy foods, healthcare, childcare, education, micro-enterprises, small businesses, affordable housing, and more. And they focus entirely on high-impact by target-ing low-income and low-wealth urban and rural communi-ties all across the country. CDFIs leverage your investment dollars to produce even greater social impact—more jobs, more affordable housing, more energy efficiency savings, and more access to affordable health care. They will help

you reach more social enterprises in a cost-effective, low-risk way. If you thought you knew CDFIs, you may want to think again!

Eric Weaver / Opportunity FundMary Rogier / Northern California Community Loan FundSister Corinne Florek / Mercy Investment ServicesMark Pinsky / Opportunity Finance Network (moderator)

2:45PM

DS 1.3 / GENDER LENS: UNNECESSARY INVESTMENT CONSTRAINT OR INCREASED POSSIBILITIES? MEANING


The field of gender lens investing is hot—and with good reason. Investing in women’s leadership and live-lihoods pays social and financial dividends. Research shows that if women had the same access to capital as men, more than 6 million jobs would be created in the next 5 years alone. Studies confirm that gender diversity in teams drives better decision making. And gender is inextricably woven into intractable social challenges such as poverty, health care, and education. This interactive session will contrast the realities of experienced gender lens intermediaries with the desires and intentions of investors. From here we will invite in the rest of the room to actively illuminate the possi-bilities and the constraints of viewing investments through a gender lens. Join us to learn, network, and add your ideas to this powerful set of possibilities. Note: Everyone is wel-come to participate in this workshop. To get the most out of it, however, we recommend first attending the panel ses-sion (DS 1.2), which will explain the issues to be covered.

Katherine Collins, / Honeybee CapitalCatherine Berman / AstiaJackie VanderBrug / Gender Lens Investing Catalyst (moderator)

DS 2.3 / BLUEPRINT TO SCALE: DESIGNING FOR PRACTICE NEXT STAGE PHILANTHROPY


This workshop aims to help participants work out how they can engage effectively in the practice

of ‘enterprise philanthropy’. The session would be particu-larly relevant for those currently engaged in (or interested in) deploying grant funding, investor capital, and/or capac-ity-building support to catalyze the development of new business models of impact enterprise or new impact mar-kets. We are seeking a diversity of participants across many sectors of impact enterprise. In addition to working through questions about developing participants’ own practice of enterprise philanthropy, we hope to be able to use this session to surface intersections of interests between par-ticipants and to forge new opportunities for collaborative effort in this important space. Note: Everyone is welcome to participate in this workshop. To get the most out of it, how-ever, we recommend first attending the panel session (2.2), which will explain the issues to be covered.

Louis Boorstin / Bill & Melinda Gates FoundationStephen Nairne / Lundin FoundationSasha Dichter / Acumen FundSimon Desjardins / Shell FoundationAshish Karamchandani / Monitor InstituteCarolien de Bruin / Monitor GroupHarvey Koh / Monitor Group (moderator)

3:15PM / BREAK HUB@SOCAP

3:30PM / PARALLEL SESSIONS

THE NEW CONNECTIVITY: STORYTELLING FOR THE DIGITAL AGE MEANING


Whether considering the ‘entrepreneur experience’ or ‘tech for good’, captivating multimedia narratives are becom-ing more and more essential in today’s networked world. From building a company that’s rooted in sharing and user engagement to instigating social change with rich story-based narratives, values-driven communication can create a call to action that mobilizes audiences and has sustained impact. Storytelling stars tackle the big questions facing creators and innovators in today’s ecosystem.

Jesse Shapins / ZeegaJonah Sachs / Free Range StudiosJeff Leifer / Circadian Media Lab (moderator)

AT THE TABLE: WHERE THE SECTORS WORK TOGETHER PUBLIC/PRIVATE


Many of us talk about the value of working together, of the public and private sectors forging new partnerships to advance the art (and action) of impact. But we often don’t make it clear and specific what that means. So, for SOCAP12, we’ve gathered a group of leading practitioners from both sectors, to talk about what they’ve built, how they’ve worked together, how they’ve succeeded, how they’ve failed, and how they’ve learned to understand the ways in which they each work best. From billion-dollar Federal initiatives to new impact investing firms, we’ll hear from the folks behind the efforts, and the stories behind the results.

Ron Cordes / ImpactAssetsSonal Shah / Tides FoundationSean Greene / US Small Business AdministrationWayne Silby / Calvert FoundationMitchell Strauss / OPICMark Newberg / 5 Stone Green Capital (moderator)

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THE ANATOMY OF THE DEAL: CONNECTING CAPITAL WITH NEEDS, PERCEIVED AND REAL

IMPACT INVESTING


(IMPACT INVESTING SESSIONS IN PARTNERSHIP WITH

OMIDYAR NETWORK)

Investors cannot find enough of the right entrepreneurs to invest in. Entrepreneurs cannot find enough of the right investors who invest. The historical mismatch of capital is magnified in the social investment space and breaking through this log jam is crucial for growth in this sector. How has this obstacle been overcome and what are the costs and benefits of approaching this capital gap in a new way? This session will discuss the anatomy of a deal, focusing on how different types of capital have been utilized in a way that adds value for investors, entrepreneurs, and ultimately in-country stakeholders. The participants will share expe-riences on how they have constructed and reconstructed deals to meet actual needs. Topics to be discussed include: lessons learned from assessing and utilizing grants in impact investing seed funding, structuring enterprises and changing expectations to best accommodate the available capital from the entrepreneur’s perspective, and provid-ing and structuring capital from the investor’s perspective based on the actual (rather than the theoretical) invest-ment opportunities. Term sheets, MoU, and PPMs will be reviewed and open sourced with the goal of having a cata-lytic discussion.

Chid Liberty / Liberty & Justice David Auerbach / Sanergy Jim Villanueva / Eleos Foundation Shawn Smith / Global Catalyst InitiativeAndy Lower / The Eleos Foundation (moderator)

LESSONS FROM THE PAST, VISIONS OF THE FUTURE: REFORMING LEGAL AND REGULATORY INSTRUMENTS

PUBLIC/PRIVATE


If social investment is to develop then governments have to recognize that the current legal and regulatory structures

will stifle it. If governments want to see the development of a new, more responsible capitalism, they have to will the means to achieve this. Leading law firm Bates Wells & Braithwaite have been pioneering efforts in the UK to real-ize these changes. Come and discuss lessons learned and proposals for further reforms with BWB’s principle, Stephen Lloyd. Joining Stephen will be leading thinkers from around the world who have their own lessons to learn and visions of the future to share.

Stephen Lloyd / Bates Wells & BraithwaiteAndrew Kassoy / B LabBen Metz / SOCAP (moderator)

GROWING OPPORTUNITY: HOW LOW-RISK, HIGH-IMPACT DEALS CAN SCALE A SECTOR

NEXT STAGE PHILANTHROPY


Venture philanthropists and social entrepreneurs have been waiting for foundation endowment and banking capital to join them in the impact investing sector. However, these huge sources of social capital remain largely on the side-lines. Investment advisors and private wealth managers, who have traditionally sought to preserve capital and max-imize financial returns, are hesitant to invest in the high-risk deals that characterize impact investing today, even if they are accompanied by large social benefits. But what if there were very low-risk investments that could generate a positive (if modest) rate of return, and at the same time advance a foundation’s mission or satisfy a client’s desire for social returns? This panel includes several investors who are looking for strategies to move large scale capital into the sector, and organizations that are developing low-risk, high-social-impact investment opportunities and finan-cial vehicles that generate meaningful returns for investors with manageable risk profiles. Could this be the key that unlocks large-scale capital?

Mirza Jahani / Aga Khan Development NetworkAudrey Choi / Morgan Stanley Buzz Schmidt / Heron Foundation Lisa Hall / Calvert Foundation John Simon / Total Impact Advisors (moderator)

HEALTH AND COMMUNITY DEVELOPMENT: NEW PIPELINES FOR IMPACT INVESTING

DEEP/LOCAL/CONNECTED


Improving the health and life chances of residents in Amer-ica’s low-income communities represents one of the great-est domestic opportunities for impact investors and social enterprises. There are both immense needs for investments able to address looming healthcare problems, and immense opportunities to enhance their impact by partnering with substantial government investments. New opportunities range from government-subsidized grocery store construc-tion in urban food deserts to thousands of new ‘commu-nity-focused’ clinics supported by the Affordable Care Act (ACA), and pay-for-success strategies (e.g., Social Impact Bonds) that allow for investors to support cutting edge social innovation and participate in the savings accrued through reduced societal costs. These developments rep-resent billions of dollars in new investments in community health promotion, but there is a need for tens of billions of dollars more in private investments (debt and equity) in order to fully address the scale of poverty and poor health in our nation.

Douglas Jutte / UC BerkeleyAnnie Donovan / White House Office of Social Innovation and Civic ParticipationDavid Erickson / Federal Reserve Bank of San Francisco (moderator)

BRINGING AFFORDABLE ENERGY TO THE VILLAGE THROUGH TECHNOLOGY

TECH FOR GOOD


Mobile phone technology is making electricity affordable and accessible in rural Africa, both in the form of mobile payments and through mobile activated metering systems. Lowering power costs to the very poor, eliminating death-dealing kerosene lamps, and building promising, scal-able businesses is the result. Investors and entrepreneurs explore the opportunity.

Miguel Granier / Invested DevelopmentMichael MacHarg / Simpa NetworksMegan Beck / Acumen FundCorina Gardner / GSMA Development FundNiki Armacost / Arc Finance (moderator)

4:30PM / BREAK HUB@SOCAP

5:00PM / PLENARY SESSION HERBST (SIMULCAST IN COWELL)

MAKING MEANING MATTER THROUGH NEW STRATEGIES FOR IMPACT

WELCOME

Rosa Lee Harden / Founder and Producer, SOCAP

IMPACT INVESTING: WHAT WE HAVE LEARNED, WHAT LIES AHEAD

Judith Rodin / President, The Rockefeller FoundationAntony Bugg-Levine / CEO, Nonprofit Finance FundKatherine Fulton / President of the Monitor Institute

This session includes a keynote by Judith Rodin, followed by a conversation with Antony Bugg-Levine and Kath-erine Fulton. Through grants and influence, the Rocke-feller Foundation helped to coalesce a nascent movement of investing for positive social and environmental bene-fit around the term “Impact Investing.” The term has since been adopted globally by entrepreneurs, investors, and intermediaries. Five years in, we’re assessing the playing field by asking: What’s been accomplished? What mistakes have been made? What needs to be done now? And what are the potential pitfalls ahead?

PRIMING THE PUMP: THE CASE FOR A SECTOR-BASED APPROACH TO IMPACT INVESTING

Matt Bannick / Managing Partner, Omidyar Network

Since the term impact investing was coined in 2008, scores of new investors have entered the scene expecting to find a steady stream of investment-ready businesses offering

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both high social impact and risk-adjusted returns. Unfortu-nately, such deals are relatively hard to come by. What can we do to ‘prime the pump’? Omidyar Network’s Matt Ban-nick sketches out a new approach to scale entire industry sectors along with individual businesses.

ENTREPRENEUR ROUNDTABLE

Kevin Jones / Convener, SOCAPImpact Accelerator @ SOCAP entrepreneurs TBD

Kevin Jones, SOCAP Convener, has a conversation with four entrepreneurs selected from the Impact Accelerator @ SOCAP weekend. They talk about the problem they are trying to solve, what’s unique about their approach, and how they and their team are going to be able get it done. Along the way they will talk about milestones, barriers, and how their model has changed in response to the need and the market.

MARKETS FOR GOOD: AN INFORMATION- POWERED SOCIAL SECTOR

Jeff Raikes / Chief Executive Officer, Bill & Melinda Gates Foundation

Better and more information about issues, interventions, organizations, and resources has the potential to empower all stakeholders in the sector – donors, organizations, and enterprises, and most importantly, community members who benefit from services – and help them work more effi-ciently and effectively. Join Jeff Raikes to hear his views on the need for more and better data, information, and knowl-edge in the social sector and what he thinks it will take to get there. Learn how the foundation is supporting the use of data and information inside its own walls, and for the sector as a whole.

WEDNESDAY / OCTOBER 3

08:00 AM

REGISTRATION CONTINUES

HUB@SOCAP

CONTINENTAL BREAKFAST

HUB@SOCAP

MORNING MEDITATION

ROOM 210C

09:00 AM / PLENARY SESSION

MAKING MEANING MATTER THROUGH SETTING LIMITS


WELCOME

Ben Metz / Creative Director, SOCAP

FROM GREENING THE GHETTO TO IMPACT FUND

Majora Carter / President, Majora Carter Group

Starting in the South Bronx, Majora Carter has worked for 15 years to guide people in creating micro-agriculture busi-nesses in impoverished urban areas. Now she’s helping launch a new, long-term, low-income housing fund that could take her work to scale.

PROFIT VS. IMPACT FACE-OFF

Kevin Starr / Managing Director, Mulago FoundationÁlvaro Rodríguez / Co-Founder Managing Partner, IGNIAKevin Jones / Convener, SOCAP (moderator)

Kevin Starr says impact investing should be about trading some profit to make good things happen. Álvaro Rodríguez disagrees and says sacrificing profit means doing small good things and that profit gives you the potential to do big

good things. Two experts talk across the divide on one of the big questions for the social capital market, with SOCAP Convener Kevin Jones in the middle as they square off.

DS 3.1 / BLUE ECONOMY: OCEANOGRAPHER SYLVIA EARLE

Sylvia Earle / Oceanographer, Aquanaut, & author

Renowned oceanographer Sylvia Earle will set the stage for the day’s Blue Economy sessions. Sylvia’s deep knowledge of ocean issues, based on her prolific career as researcher, author, and explorer will remind us how the oceans are the cornerstone of Earth’s life support system, shaping climate and weather and holding most of the life on earth. Sylvia will explore the role of marine entrepreneurship and sus-tainable investing to realize a healthy ocean environment that is essential for the planet’s continued survival. Note: This plenary session is an introduction to a panel session (3.2) and a workshop (3.3) on the same topic that will hap-pen later on Wednesday in the Firehouse.

DS 4.1 / REWRITING THE TERM SHEET: A GRAND UNIFIED THEORY OF IMPACT INVESTING

John Kohler / Director, Impact Capital, Center for Science, Technology, and Society Sasha Dichter / Chief Innovation Officer, Acumen Fund

This plenary session features the author of the seminal report ‘Coordinating Impact Capital: A New Approach to Investing in Small and Growing Businesses’ in conversa-tion with a thought leader on the role of philanthropic cap-ital. They discuss the state of the impact investing field and the work that remains to build an investing ecosys-tem that can realize its goal to scale social enterprises and yield handsome returns. This will include a frank dis-cussion about the lack of exits for social investments, the threat to follow-on funds being raised, and the fur-ther participation of interested capital in the sector. The session will also introduce specific examples of potential

7:00PM / MARKETS FOR GOOD: THE PARTY HUB@SOCAP

SOCAP Day 1 ends with a fantastic party filled with food, music, and fun, celebrating the launch of Markets for Good. Markets for Good is a campaign designed to understand how we – as social sector practitioners, funders, and sup-porting organizations – can use information to make a dif-ference, drive outcomes, and change lives. Immediately following the keynote by Jeff Raikes, CEO of the Bill and Melinda Gates Foundation, learn more about this cam-paign with a Launch Party from 7-9pm in the Festival Pavil-ion. Markets for Good is supported by the Bill and Melinda Gates Foundation, the William and Flora Hewlett Founda-tion, and the financial firm Liquidnet.

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solutions that may form a grand unified theory of impact investing, details of which will be further explored in the follow-on panel and workshop. Note: This plenary session is an introduction to a panel session (DS 4.2) and a work-shop (DS 4.3) on the same topic that will happen later on Wednesday in the Fleet Room.

WATER FOR 100 MILLION

Paul Polak / Founder, Windhorse International, IDE, and D-rev

Paul Polak has already helped bring 20 million people out of poverty through a non profit that delivered irrigation tech-nology. A master at designing technology that’s affordable to the poorest people in the world, his new for-profit social ven-ture hopes to reach five times as many people in India with clean, filtered water.

ENTREPRENEUR PITCHES: PART 1

Impact Accelerator @ SOCAP entrepreneurs TBD

A handpicked group of social entrepreneurs tell the story of their startups, the difference they plan to make in the world, and why their businesses are worth investor dollars. Value proposition meets values.

HUB:CREATE

Rebecca Petzel / HUB:CREATE Coordinator

An update on what’s planned for the day at HUB:CREATE.

10:30AM / BREAK HUB@SOCAP

10:45AM / PARALLEL SESSIONS

BUILDING A GLOBAL MOVEMENT PUBLIC/PRIVATE


Culture is global. Capital is global. More than ever, our chal-lenges and potential solutions are global. Is it possible, or even desirable, to create a global movement of social entrepreneurs, impact investors, and sustainable business leaders? What, if anything, connects leaders in the Unites States with those in Latin America, Australasia, Europe, and Africa? What differences in worldview and experience do they bring that make collaboration and learning more or less likely? Join a Charlie-Rose-style conversation about these issues moderated by Jay Coen Gilbert with leaders from South America and Australia.

Danny Almagor / Small GiantsAlfredo Zolezzi Garretón / Advanced Innovation CenterGonzalo Muñoz Abogabir / TriCiclosJay Coen Gilbert / B Corporation (moderator)

ACCELERATING THE ACCELERATORS (PART 1): THE ROLE OF CAPACITY DEVELOPMENT PROVIDERS IN

ENTERPRISE DEVELOPMENT INTERMEDIARIES


Getting small businesses off the ground takes a lot more than just financial investment, but what is the best way to supply that extra support? This session will look at the role of Accelerators: are they effective? How should they be financed? Are there scalable models for this type of sup-port? Panelists will discuss new research and an emerging roadmap for understanding how to best provide this level of entrepreneurial support.

Ross Baird / Village CapitalRenato Kiyama / ArtemisiaMark Beam / Halloran PhilanthropiesJenny Everett / The Aspen Institute (moderator)

BUILDING AN INDUSTRY, SHIFTING THE FOCUS IMPACT INVESTING



OMIDYAR NETWORK)

In an armchair conversation with SOCAP convener Kevin Jones, Matt Bannick makes the case for a shift in impact investing towards a wider set of tools that can spark and scale entire new industry sectors—thus producing the next gener-ation of industry darlings. Matt also discusses Omidyar Net-work’s own evolution—from an insistence on risk-adjusted returns to a more comprehensive approach that measures the total value a firm creates in spurring a new industry.

Matt Bannick / Omidyar NetworkKevin Jones / SOCAP

THE DEVELOPMENT FINANCE INSTITUTION: FRIEND OR FOE? PUBLIC/PRIVATE


Development Finance Institutions (DFIs) have played a central role in supporting development in many emerging markets. The rapid growth of impact investing has brought a wave of potential partners—ranging from boutique invest-ment funds to business accelerators to global banks—into international development. However, many nimble private sector players struggle to engage DFIs. Where is collabora-tion working, and where are the gaps? How can the impact investing community best utilize the resources and capa-bilities of DFIs? Speakers in this panel will address these questions and share their perspectives on potential oppor-tunities for effective collaboration.

Liz Winton / UK Department for International DevelopmentGurmeet Kaur / CDC GroupNathaniel Jackson / Inter-American Development BankAmit Bouri / Global Impact Investing Network (moderator)

MISSION MELD: A CASE STUDY IN IMPACT INVESTING PLAYERS AND PRIORITIES

IMPACT INVESTING


Many impact investors talk about the importance of align-ing stakeholder objectives, but few drive it to the level that impact lender RSF Social Finance has. When you put money in a bank, you never see the recipients of your money face-to-face. In RSF’s Social Lending loan portfolio, investors meet quarterly with entrepreneurs and RSF staff to recom-mend adjustments to the interest rate for their investment. Later, fund managers negotiate terms with social enter-prises and see whether their rates compete. What happens to the social capital markets when stakeholders decide themselves on the trade-offs between risk and return? This panel will bring together investors, entrepreneurs, and staff from RSF’s portfolio to explore the potential challenges and rewards of radical transparency.

Ted Levinson / RSF Social FinanceChris Mann / GuayakíJim Fruchterman / BenetechCathy Clark / CASE i3: Initiative on Impact Investing (moderator)

FINANCING FOR FOOD SECURITY IMPACT INVESTING


New ideas in agriculture and distribution have the poten-tial to break the cycle of rural poverty and hunger that pervades the developing world. Small farmers and cooper-atives can increase yields and improve access to markets and incomes. Agricultural businesses (e.g., farmer cooper-atives, private enterprises sourcing from outgrowers) that aggregate smallholder farmers can play a critical role in making these transitions. Yet commercial banks are reluc-tant to give these businesses the financing to grow. Learn how a private capital provider, a social investment fund, a technical assistance platform linked to global food com-panies, and a bilateral government agency are addressing

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these challenges in Sub-Saharan Africa and working together to fill the gap.

Ben Hubbard / USAID’s Development Credit AuthorityJeff Dykstra / Partners in Food SolutionsStephen Nairne / Lundin Foundation (moderator)

REBUILDING E+CO: AN IMPACT INVESTING SURVIVAL STORY TECH FOR GOOD


An iconic investor in more than 150 clean energy enter-prises faces insolvency but comes back to life. Bruce Usher shares learnings from E+Co’s 18 years of impact investing, tells of recent experience renegotiating debt with multiple creditors, and the controversial decision to convert to a for-profit B Corp. Lessons learned, and a path to the future.

Bruce Usher / E+Co

DEALING EMPLOYEES INTO THE GAME NEW ECONOMY


Whether for-profit or non-profit, when you’re orchestrat-ing an enterprise, the social impact on your own employees should not be overlooked. Can doing good by your workers help you access essential financing for your organization’s future? It can—and most importantly, it should. This chorus of perspectives will harmonize for a sparkling dialogue with a crescendo of very practical ideas. You’ll walk away hum-ming a new tune, with tools you can use to assess your own organization, or to make your case to grantmakers, lenders, equity investors, or other providers of capital.

Jackie VanderBrug / Gender Lens Investing CatalystBart Houlahan / B CorporationTom Strong / Hitachi Foundation (moderator)

11:45 AM / BREAKHUB@SOCAP


TO FRANCHISE OR NOT TO FRANCHISE: INTERNATIONAL REPLICATION DEMYSTIFIED

PUBLIC/PRIVATE


Scaling organizational impact through replication is the objective of many social enterprises, but how is this best achieved? Join a conversation between Nicolas Hazard of Groupe SOS (a leading European social enterprise com-prised of 280 organizations in France and abroad) and Dan Berelowitz (founder of the newly formed International Cen-tre for Social Franchising) to explore the full range of rep-lication possibilities. Nicolas will share how Groupe SOS has managed to achieve unprecedented growth ($750M annual revenue and more than 10,000 employees) and strong positive social impact, and how they are success-fully replicating their crème de la crème models across the globe. Dan will map out the state of social franchising the world over, exploring the range of different approaches and the opportunities and risks they present.

Nicolas Hazard / Groupe SOSDan Berelowitz / International Centre for Social Franchising (ICSF)Penelope Douglas / HUB Bay Area (moderator)

MARKETS FOR GOOD: DEEP DIVE SESSION NEXT STAGE PHILANTHROPY


The social sector is society’s way of caring for the people, places, and things that are not addressed

by the market (private sector) or the government (public sector). We have millions of organizations, billions of peo-ple, and trillions of dollars devoted to social good. While the social sector has been the source of many of our soci-ety’s great achievements, it still faces challenges: capital flows are inefficient and costly; programs are not as effec-tive as they could be; and impact is often unknown. Many of these issues are driven by the lack of a robust and dynamic flow of information. Markets for Good is a broad campaign

—catalyzed by the William and Flora Hewlett Foundation, the Bill & Melinda Gates Foundation, and the financial firm Liquidnet—to upgrade the information infrastructure for the social sector (the standards, taxonomies, and data-sharing protocols we need) so that the sector is capable of tackling the great challenges of our time. There is much to be gained by philanthropy and impact investing working together on this. We believe that more and better data and information—integrated and highly accessible—will ulti-mately lead to increased social outcomes for our communi-ties. Come join us for a highly interactive session to explore what it will take.

Victoria Vrana / Bill & Melinda Gates FoundationKelly Born / William and Flora Hewlett FoundationBrian Walsh / Liquidnet (moderator)

THE DEMOCRATIZATION OF IMPACT INVESTING IMPACT INVESTING



OMIDYAR NETWORK)

A recent proliferation of retail impact investment prod-ucts indicates rapidly broadening appeal among individual investors. New platforms and products are providing mar-ket access to previously-excluded non-accredited inves-tors interested in financing affordable housing, sustainable food systems, land conservation, and other social and envi-ronmental solutions. How will retail impact investing prod-ucts change the industry landscape? Will this new set of investors change the direction of future market growth? Are there risks associated with the expanding retail mar-ket? Panelists will discuss key considerations for targeting individual investors, distinctions in their investment prefer-ences, and how to make the most of the enthusiasm and investment capital they are bringing to the market.

Don Shaffer / RSF Social FinanceAudrey Choi / Morgan StanleyLiz Sessler / Enterprise Community Loan FundAmit Bouri / Global Impact Investing Network (moderator)

HOLY GRAIL TURNED WILD GOOSE: METRICS ARE FOR MANAGEMENT, NOT INVESTMENT

INTERMEDIARIES


Is the requirement by funders and investors for the measure-ment of impact causing mission drift or slowing down the innovations that we hope to scale? A great social enterprise is one that verifies its impact, to all stakeholders regardless. Are some social enterprises getting caught in measuring for measuring’s sake because investors and intermediaries dictate this? In this ‘warts and all’ session, Steve Wright will explore failure, learning and success with four organizations that are using metrics to align the incentives of entrepreneurs, customers, and investors.

Jenny Everett / The Aspen InstituteEmily Tucker / Grameen FoundationRick Jacobus / Cornerstone PartnershipMargot Brandenburg / Rockefeller FoundationSteve Wright / Grameen Foundation (moderator)

DREAMING THE FUTURE: CREATIVITY, IMPACT, AND COLLABORATIVE LEADERSHIP

MEANING


Where does innovation come from? How can we create wealth and transform the economy while honoring our val-ues? Join us for an informal session with Dr. Jeremy Tay-lor, the iconoclastic world expert on dreams and cultural transformation. Dr. Taylor talks with Jeff Leifer, and tackles questions about how shared intuition and integrated think-ing can help redefine a new era of collaborative leader-ship and economic democracy. By leveraging the power of dreams and leadership, we can work together to promote economic, social, and global change.

Jeremy Taylor / Dream Work EthicsJeff Leifer / Circadian Media Lab (moderator)

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TRANSLATION GAMES: HELPING ENTREPRENEURS UNDERSTAND HOW TO TALK TO INVESTORS

EARLY STAGE


Learn what the investor and entrepreneur are really think-ing in this highly engaging panel that had people rolling in the aisles at SOCAP: Designing the Future in Malmö last spring. It was such a success that we had to bring it to San Francisco. Investors and entrepreneurs often have different ways of thinking about or understanding a deal, and differ-ent ways of communicating. What questions are entrepre-neurs often asking, and what kinds of things do investors frequently ask? How do their perspectives differ? An expe-rienced investor and a serial social entrepreneur translate.

Chid Liberty / Liberty & JusticeMorgan Simon / Toniic

LESSONS FROM LONDON (PART 1): CREATING THE IMPACT PRODUCTS IMPACT INVESTING


2012 has seen a massive shift in the UK’s social capital market—the establishment of a $1 billion

wholesale bank, social impact bonds growing apace, and a fast developing intermediary industry. Is the UK awash with exemplars or a myriad of cautionary tales? This two-part session explores the UK’s creation of the impact products and impact intermediaries that are driving growth and inno-vation in the UK impact investing arena. Combined, these sessions provide an in-depth look into the UK market that will be of interest to anyone trying to build the market in their home jurisdiction.

Joe Ludlow / NestaMartin Rich / Social FinanceMichele Giddens / Bridges VenturesJames Perry / Panahpur FoundationGeoff Burnand / Investing for GoodKeith Starling / Big Society CapitalJonathan Jenkins / The Social Investment Business (moderator)

1:15 PM – 2:45 PM / LUNCHHUB@SOCAP

Sponsored by Wells Fargo

1:45 PM


ROOM 210C


BOTTOM OF THE U.S. PYRAMID: FRUGAL INNOVATION FOR OUR COMMUNITIES DEEP/LOCAL/CONNECTED


Facing a spiral of poverty, 50 million people in the U.S. have little access to the basics—like healthcare, healthy food, and financial services—that would allow them to sustain their families and build better lives. In an era of budget tighten-ing and political stalemate, faith in government solutions for the problems of low-income communities is stretched thin. The U.S. is facing many of the same problems that are prev-alent in the developing world. Americans are waking up to a world that really IS flat. Social entrepreneurs have a solution: low-cost, frugal innovations to serve the critical needs of low-income communities closer to home.

Steven Weingarten, / SEIU Investments for GrowthArjan Schütte / Core Innovation CapitalDan Crisafulli / Potrero Impact Advisors (moderator)

CULTIVATING COMMUNITIES AND CIRCLES TO DEVELOP LEADERS AND DRIVE SOLUTIONS



As the local and global challenges we face increase in complexity and potential consequence, teams are creating physical spaces and activating support circles to acceler-ate collective learning and take effective action. This trend

is unlocking and nurturing human potential. And, in doing so, increasing the viability of new initiatives and enterprises. Come learn from some of the top leaders at the edge of these developments as they discuss not only what is, but also what may become.

Michael Cox / HUB CitiesMike North / ReAllocateRoss Baird / Village CapitalGabriela Albescu Gandel / The HUBGeoff Mamlet / Cambridge Innovation CenterFabian Pfortmüller / SandboxRoshanda Cummings / HUB Bay Area (moderator)

THE CREATIVE CORE OF IMPACT INVESTING: TRANSFORMING UNCERTAIN OPPORTUNITIES INTO VIABLE MARKETS

IMPACT INVESTING



OMIDYAR NETWORK)

In a new and fast growing market, the creativity and respon-siveness to uncertainty that characterizes some of the most successful investors and funds is formidable. Leading play-ers are demonstrating incredible creativity and collabora-tion to get deals done. Please join us for this session to explore how these players are pushing the limits of their traditional roles in the market.

Debra Schwartz / John D. and Catherine T. MacArthur FoundationJoe Ludlow / Nesta / Big SocietyÁlvaro Rodríguez / IGNIABen Thornley / Pacific Community Ventures (moderator)

CONNECTING TO LOCAL: BUSINESS MODELS, SOCIAL NETWORKS, AND INNOVATION



Developing products and services for marginalized commu-nities in the developing world requires a fine balancing act: staying connected to the people being served while also connecting them to global sources of funding and innova-

tion. Social entrepreneurs who have built businesses that bridge that gap in India explain how they did it.

PR Ganapathy / Villgro Innovations FoundationJenny Everett / Aspen Network of Development Entrepreneurs (ANDE)Mariko Takeuchi / International Development Enterprises (IDE)Michelle Abraham / Villgro Innovations Foundation (moderator)

DS 3.2 / BLUE ECONOMY: ALIGNING THE ECONOMY OF THE OCEAN WITH ITS CONSERVATION DEEP/LOCAL/CONNECTED


In response to the greater understanding of the value that the ocean provides to the planet and its inhab-itants, and in response to the many threats that they face, a host of new and sustainable business opportunities are emerging within the ‘blue economy’. Is there an opportu-nity here for social capital markets to positively impact the issues related to ocean health at scale by supporting those businesses that best align the economy of the ocean with its conservation? Experts on both the supply and demand side of this equation share their insights and highlight both the opportunities and challenges. Note: We recommend that you attend this panel if you intend to participate in the follow-on workshop in this series (3.3).

Christian del Valle / Althelia Climate FundAlasdair Harris / Blue VenturesKristofor Lofgren / Bamboo SushiCheryl Dahle / Future of FishNeill Duffy / Tribe Management (moderator)

DS 4.2 / REWRITING THE TERM SHEET: ALTERNATIVE SOCIAL INVESTMENT VEHICLES EARLY STAGE


This session challenges the ‘equity reflex’ and posits that impact investors must move beyond ‘muscle memory’ to explore a variety of alternative investment instru-

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ments to help portfolio companies scale. With many initial impact investors finding themselves reluctant philanthro-pists, what are the options to support social enterprise? Pan-elists will discuss experiments with vehicles that look more like venture debt but achieve the goal of providing regular and repeatable ‘round trips’ investment capital that may be a win-win for investors and entrepreneurs alike. Note: We rec-ommend that you attend this panel if you intend to partici-pate in the follow-on workshop in this series (4.3).

Miguel Granier / Invested DevelopmentAndy Lower / The Eleos FoundationAbigail Noble / Schwab Foundation for Social EntrepreneurshipEva Helene / Yazhari Beyond Capital FundJohn Kohler / Center for Science, Technology, and Society (moderator)

CLEAN ENERGY: ADAPTATION AND ECOSYSTEM CHANGE AT THE BASE OF THE PYRAMID

TECH FOR GOOD


This panel will examine pioneering market creation and distribution models as well as the ecosystem hurdles that must be overcome to tip emerging off-grid energy solu-tions into the economic mainstream. To date, the work of social entrepreneurs has concentrated on localizing tech-nology and establishing sustainable business models. But achieving impact at scale requires greater attention to sys-temic factors. We will look at the solar energy sub-sector through the lens of d.light (solar lanterns), Grameen Shakti (solar home systems), and Solar Sister (Avon-style distribu-tion). Success for each of these ventures has hinged on an appreciation of culture, the importance of human agency, and entrepreneurial adaptation. In addition to addressing their approach to these factors, panelists will identify sec-tor-level collaborations that are needed to transform the energy poverty ecosystem.

Katherine Lucey / Solar SisterNancy Wimmer / microSOLARDonn Tice / d.light designJim Koch / Center for Science, Technology, and Society (moderator)

LESSONS FROM LONDON (PART 2): CREATING THE IMPACT INTERMEDIARIES INTERMEDIARIES


2012 has seen a massive shift in the UK’s social capital market—the establishment of a $1 billion

wholesale bank, social impact bonds growing apace, and a fast developing intermediary industry. Is the UK awash with exemplars or a myriad of cautionary tales? This two-part session explores the UK’s creation of the impact products and impact intermediaries that are driving growth and inno-vation in the UK impact investing arena. Combined, these sessions provide an in-depth look into the UK market that will be of interest to anyone trying to build the market in their home jurisdiction.

Joe Ludlow / NestaJames Perry / Panahpur FoundationKeith Starling / Big Society CapitalJonathan Jenkins / The Social Investment Business (moderator)

SECOND GENERATION IMPACT INVESTMENT FUNDS IMPACT INVESTING


As the impact investing market matures, fund managers play an increasingly critical role connecting large-scale inves-tors and the social and environmental enterprises work-ing to scale their impact. The pioneering impact investment fund managers have now gained valuable experience build-ing portfolios that successfully incorporate social, environ-mental, and financial factors. Building on their experience sourcing, managing, and exiting investments, many sea-soned fund managers are expanding or shifting their strat-egies in later funds based on what they have learned from past experiences. Fund managers on this panel will discuss what they’ve learned as well as how technical assistance funding can best support the development of fund manager expertise in impact investing.

Sapna Shah / Global Impact Investing NetworkVishal Mehta / Lok Capital

Marilou van Golstein Brouwers / Triodos Investment ManagementWendy Rowden / Jonathan Rose CompaniesAmit Bouri / Global Impact Investing Network (moderator)

3:45 PM / BREAKHUB@SOCAP

4:00 PM

THE GENDER LENS ON ENERGY INVESTMENT: WOMEN FOR WOMEN INITIATIVES

TECH FOR GOOD


A disproportionate burden generated by the lack of clean energy falls on poor women and girls in the developing world. Women are exposed on a daily basis to health issues generated by sooty traditional stoves and dirty lighting solu-tions and they walk miles and miles to fetch wood for fuel. There is a growing number of companies and investors—led by women—that are focused on developing solutions that view the issues of improving access to clean energy for poor women around the world through a gender lens. This session will feature some of the pioneering implementers who are leading this conversation.

Lesley Silverthorn / Angaza DesignAneri Patel / UN FoundationKatherine Lucey / Solar SisterJackie VanderBrug / Gender Lens Investing Catalyst (moderator)

MOVING YOUR BUSINESS FROM A NON-PROFIT TO A FUNDED FOR-PROFIT EARLY STAGE


Non-profit social enterprises often have a plan in their back pocket to spin out a business into a for-profit com-pany once they start to gain traction and real revenue. Most of the time, the cumbersome IRS rules and private inure-ment restrictions make it a pipe dream. R. Todd Johnson has guided several such transitions successfully and will

present on how it’s done, using the case studies of Embrace and others.

Bill Strathmann / Network for GoodJane Chen / EmbraceR. Todd Johnson / Jones Day (moderator)

COMMON CHALLENGES ACROSS THE SPECTRUM OF CAPITAL DEPLOYED FOR SOCIAL GOOD

IMPACT INVESTING



OMIDYAR NETWORK)

Effectively deploying capital for maximum impact can be challenging, whether one expects a return (as in impact investing) or not (as in philanthropy). Sometimes grant funding is the best type of capital to help a grow-ing enterprise, and sometimes an investment expect-ing a financial return is the right type of capital. Deciding which type of capital to deploy – and when – is not always easy. In this interactive session, hear from leading prac-titioners on the common challenges faced by funders looking to successfully deploy capital for social good. Learn from the experience of actual cases from the Pershing Square Foundation and the Omidyar Network, and learn about Echoing Green’s new for-profit incubator fund.

John Walker / Echoing GreenLiz Melcher Luckett / Pershing Square FoundationPaula Goldman / Omidyar NetworkBrian Walsh / Liquidnet (moderator)

IMPACT INNOVATION: NEW MODELS FOR COLLABORATION INTERMEDIARIES


Gloria Nelund and Andrea Kates introduce the Impact Inno-vation Mashup: applying innovations from one sector to an organization in a different sector. They reveal how Impact Investing + Impact Innovation have ignited the newest breed of social innovators: accelerating the pace of results and achieving powerful, far-reaching economic, and social impact. This hands-on, interactive Impact Innovation session

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is structured as a CoLab: a collaborative laboratory where everyone learns the key concepts, sees how these ideas work in a case study and eventually applies them to their own organizations. Participants leave equipped for more dynamic collaboration and new techniques for mining impact innovation trends.

Gloria Nelund / TriLinc GlobalAndrea Kates / Business Genome

DS 3.3 / BLUE ECONOMY: SUPPLY AND DEMAND IN IMPACT INVESTING DEEP/LOCAL/CONNECTED


As we continue to step up as caretakers of the Earth, overseeing the health of our planet’s oceans

in the face of unabated decline due to overexploitation, hab-itat destruction, hyper-sedimentation and climate change is undoubtedly one of the most pressing problems of our times. What role, if any, does impact investing play in tackling this challenge? Join us for a two-hour workshop exploring the realities of financing marine solutions and the challenges facing these solutions. We will be exploring the following questions: What are the innovative financing mechanisms we need to put into place to ensure healthy ocean solu-tions are allowed to thrive? Where are the solutions to the challenge of stewarding the oceans, and how do we get these projects successfully resourced? Note: Everyone is welcome to participate in this workshop. To get the most out of it, however, we recommend first attending the panel session (3.2), which will explain the issues to be covered.

Christian del Valle / Althelia Climate FundAlasdair Harris / Blue VenturesKristofor Lofgre / Bamboo SushiNeill Duffy / Tribe ManagementCheryl Dahle / Future of Fish (moderator)

DS 4.3 / REWRITING THE TERM SHEET: DESIGN YOUR OWN TERM SHEET FOR NON-EQUITY INVESTMENTS EARLY STAGE


In this working session, participants have the opportunity to discuss legal, regulatory, and contextual issues involved with alternative investment vehicles. Then they will develop creative term sheets for alternative invest-ment instruments based on their investment goals, target geographic regions, and types of social enterprises. Par-ticipants will leave with actual pro forma term sheets as a basis for new investments! Note: Everyone is welcome to participate in this workshop. To get the most out of it, how-ever, we recommend first attending the panel session (4.2) which will explain the issues to be covered.

John Kohler / Center for Science, Technology, and Society

BEING HUMAN ON PLANET SOCIAL MEDIA EARLY STAGE


Nearly 1 billion humans across the globe inhabit our online social media landscape—a virtual land of ever-evolving meeting places, rules, tools, etiquettes, and even language. While social media can oftentimes feel like another planet, the most well-traveled often point toward a simple guide for success: be human (a good one, ideally) and you might find yourself reaping rewards beyond an increase in likes, retweets, +1s, views, reblogs, and comments. Join us for an interactive workshop where we’ll share case studies and collaboratively translate your goals into a take-home social media roadmap.

Simon Griffiths / Who Gives A CrapMatt Mahan / causes.comRJ Bee / Hattaway CommunicationsChristina Samala / 18 Million RisingMegan McFadden / SOCAP (moderator)


5:30 PM

CIVIC VENTURES: PUTTING PEOPLE AT THE CENTER OF CHANGE PUBLIC/PRIVATE


In an ever-more-connected world facing the reality of con-strained resources, civic engagement is an increasingly emerging thread in the social capital markets. From plat-forms for advocacy and volunteerism that enable people to take more control of their communities, to civic engage-ment innovations that address a political process that both sides feel is broken, to collaborative consumption mod-els that help communities do more with less, come learn from entrepreneurs looking to put people at the center of change. This highly interactive panel features Michelle Nunn of Points of Light, the world’s largest volunteerism organization; Kyle Azevedo of ViaCycle, which enables bike-sharing in order to build more sustainable communi-ties; Ben Rattray of Change.Org, which (based off citizen initiative) has ended both human rights abuses in emerg-ing markets and ATM fees in the U.S.; and Ross Baird of Village Capital, which enables communities of peers to allo-cate seed investments.

Michelle Nunn / Points of LightKyle Azevedo / ViaCycleBen Rattray / Change.orgRoss Baird / Village Capital (moderator)

ENHANCING AFFORDABILITY AND LIVABILITY THROUGH ENERGY EFFICIENCY

TECH FOR GOOD


Several locally-focused enterprises are proving that the skyrocketing energy costs (that have drastic effects on low-income families) can be better controlled using innovative technology, financing, and smart cost management. Afford-able multifamily housing is generally older and less energy efficient than other US real estate. And while energy and water costs are one of the more controllable expenses for property owners, improving energy efficiency remains a

challenge. Three organizations have developed promising models that offer the possibility of delivering comprehen-sive energy management services and products to the mul-tifamily housing sector, and their work has the potential to be replicated nationwide.

Matt Schwartz / California Housing Partnership CorporationElizabeth Chant / Vermont Energy Investment CorporationAnne Evens / CNT EnergyJeffrey Perlman / BrightPowerDebra Schwartz / John D. and Catherine T. MacArthur Foundation (moderator)

PLATFORM INNOVATION: BUILDING AN IMPACT INVESTMENT ECOSYSTEM FOR SCALE

IMPACT INVESTING



OMIDYAR NETWORK)

Distribution platforms are connecting new impact inves-tors and new pools of capital from retail, high net worth, and even institutional markets. Acting as a public face for impact investing, platforms tell the impact investing story to a broader audience and need their own creative mar-keting strategies. Please join us to discuss how platforms are telling the impact investing story and building momen-tum for scale.

Hilary Irby / Morgan StanleyLisa Hall / Calvert FoundationTim Freundlich / ImpactAssetsMichele Giddens / Bridges VenturesJed Emerson / ImpactAssets (moderator)

DISRUPTIVE SPIRITUALITY: ACTING ON YOUR EPIPHANY MEANING


Unacknowledged, uncomfortable, and (most often) unspo-ken —spirituality is essentially in the closet when it comes to social enterprise and impact investing. Yet the difference between making history and being stifled by the status quo may lie in how you put your spirituality into action. Come

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hear stories and learn practical tips from leaders whose spiritual lives are essential to rewiring themselves, funda-mentally reimagining business-as-usual, and overcoming the opposition faced by all social entrepreneurs.

Eric Dawson / Peace FirstJason Graham-Nye / gDiapersAndrew Markell / ExileAlex Hofmann / DAC Digital Media (moderator)

USING CUSTOMER INSIGHTS TO DISCOVER NEW MARKETS AND SERVE CUSTOMERS BETTER

INTERMEDIARIES


Each year, companies spend more than $31 billion on mar-ket research. The majority of those dollars are spent in rich countries, to determine how to drive consumers to buy more products and services. There is just as much opportu-nity to use customer insights in emerging markets: to iden-tify new market opportunities and to serve clientele more effectively. This panel will explore where insights can be used in the business or project cycle. Using panelists’ first-hand experience, it will provide guidance for practitioners on how to use customer insights to inform a range of busi-ness questions, on a range of budgets.

Tom LaForage / Coca-ColaOlivier Letouze / Population Services International (PSI)Jocelyn Wyatt / IDEOHope Neighbor / Hope Consulting (moderator)

THURSDAY / OCTOBER 4

08:00 AM

REGISTRATION OPENS

HUB@SOCAP

CONTINENTAL BREAKFAST

HUB@SOCAP

MORNING MEDITATION

ROOM 210C

09:00 AM / PLENARY SESSION

MAKING MEANING MATTER THROUGH CHANGING THE RULES


WELCOME

Jonathan Axtell / Associate Producer, SOCAP

ENTREPRENEUR PITCHES: PART 2

Impact Accelerator @ SOCAP entrepreneurs TBD

A handpicked group of social entrepreneurs tell the story of their startups, the difference they plan to make in the world, and why their businesses are worthy of investment.

RUNNING THE NUMBERS: CHRIS JORDAN ON STORIES AS DATA WITH A SOUL

Chris Jordan / Artist

In our hyperconnected world, instant access to information is both a curse and a blessing. Entrepreneurs and social innovators are faced with a new set of questions: how can we comprehend and make meaning from huge data and far-flung consequences? Even more importantly, how do we measure impact? Chris Jordan’s powerful forthcom-ing film, Midway, and his new media work takes a radical

approach to information, using hybrid storytelling strategies to transform data on a human scale and convince us that we can—and must— take action.

DS 5.1 / CHANGING THE RULES OF THE ECONOMIC GAME: WE MADE THIS SH** UP, WE CAN MAKE UP SOMETHING ELSE

Joy Anderson / President and Founder, Criterion VenturesJohn Fullerton / President and Founder, Capital Institute

Many say that 2008 was the wake-up call that our eco-nomic reality is less about global cycles and more driven by the financiers who manage and often set the rules of the game. There is no invisible hand of capitalism, there is no tooth fairy. Humans created these systems and there-fore we can change them. Joy Anderson and John Ful-lerton have been playing around with systems change for decades. Join us for this plenary session to see what’s pos-sible. Note: This plenary session is an introduction to a panel session (5.2) and a workshop (5.3) on the same topic that will happen later on Thursday in the Firehouse.

DS 6.1 / LOCAL ECONOMIES: REAL PROSPERITY STARTS HERE

Michelle Long / Executive Director, BALLEDon Shaffer / President and CEO, RSF Social Finance

BALLE (Business Alliance for Local Living Economies) and RSF Social Finance are two organizations positioned at the center of the enormous (and growing) resilient local econ-omies movement. But a cultural and economic shift of this magnitude is going to take much greater, sustained lead-ership from the investment and philanthropic communities. Join this session as we explore the challenge – and oppor-tunity – of our lifetime. Note: This plenary session is an introduction to a panel session (6.2) and a workshop (6.3) on the same topic that will happen later on Thursday in the Fleet Room.

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6:30 PM

PARTY IN THE 4TH SPACE

HUB@SOCAP

The HUB has taken over Fort Mason’s Festival Pavilion to demonstrate the way we bring ideas to life 365 days a year. Our partners—Herman Miller (a leading space designer) and Intersection for the Arts (a 50-year-old arts and community builder)—worked with us to make a place that enriches our participants experience. Combining enterprise, art, com-munity, and place, communities are enlivened through rich experiences that combine interdisciplinary thinking. Join us for a party that represents the best of this experience of the HUB on Wednesday, October 3rd, when we open up the reception to our 1000 attendees + the local HUB Bay Area community. Featuring great music, Berlin-style ping pong (a San Francisco phenomenon), and experiential art by Inter-section for the Arts, you don’t want to miss it!


HUB:CREATERebecca Petzel / HUB:CREATE Coordinator

An update on what’s planned for the day at HUB:CREATE.


10:45 AM / PARALLEL SESSIONS

DROPPING THE DISCOUNT TALK IMPACT INVESTING

60 MINUTE SESSION / HERBST (IMPACT

INVESTING SESSIONS IN PARTNERSHIP WITH OMIDYAR

NETWORK)

As the impact investment market has developed, the com-munity has grappled with the question of compromis-ing some objectives for others. The old way of looking at investing for impact was based on a framework of trade-offs: discounts on rates of return in order to achieve a pos-itive social or environmental impact. Now, impact investors are changing the conversation. They’re more interested in addressing their impact goals, and then putting their resources to work to achieve their goals.

Yasemin Saltuk / JP MorganJames Perry / Panahpur FoundationOmmeed Sathe / Prudential FinancialPenelope Douglas / HUB Bay Area (moderator)

THE RENEWABLE ENERGY INVESTMENT SPECTRUM TECH FOR GOOD


A growing and diverse set of investors are investing in renewable energy for the poor. Some only invest in the energy sector, others have funds that specialize in energy but also focus elsewhere, and still others are making one-off investments in energy companies. Some are quasi-philanthropic players that target start-ups and offer softer terms while others are hard core players that expect market rate. This session highlights the diversity of philosophies, approaches, and investments across the spectrum.

Alan Feldbaum / Low Carbon Enterprise FundRik Vyverman / Acumen FundTim Radjy / Prometheus FundNiki Armacost / Arc Finance (moderator)

THE NEW MARKET FOR CIVIC ENGAGEMENT PUBLIC/PRIVATE


How can we utilize increased political engagement to bring new voices, capital, and resources to the impact investment movement? As startups like Upworthy and Change.org increasingly begin to tackle problems in civics and politics, a whole new market is emerging. A strong market requires supportive infrastructure—from incubation to funding—and an election year offers an opportunity to bring new voices, capital, and resources to the fray. This panel will explore what it will take to get this new market off the ground.

Panelists TBA Christie George / New Media Ventures (moderator)

ED TECH ENTREPRENEURS: ADDRESSING EDUCATIONAL INEQUALITY WITH TECHNOLOGY

TECH FOR GOOD


We can all agree that a child’s zip code should not deter-mine her destiny. And yet, that is exactly what happens in our country as a result of the current state of our education system. Just half of all students in low-income communities graduate from high school by age 18, and only 15 out of 100 earn bachelor’s degrees within five years of entering college. A new group of education entrepreneurs have emerged to address some of these inequalities and they all firmly believe that technology is the way to do it. At this session, meet four early-stage entrepreneurs who have created both non-profit and for-profit ed tech ventures. These organizations are get-ting traction and are on a path to achieving scalable, positive impact. What are these organizations trying to accomplish? What are their biggest challenges? How do they think about scaling, growth, and impact?

Panelists TBA Alexandra Bernadotte / Beyond 12 (moderator)

BUILDING THE VOICE AND POWER OF SOCIAL ENTREPRENEURS PUBLIC/PRIVATE


Social entrepreneurs are an essential element in build-ing a sustainable economy. The success of their ventures depends as much on ingenuity as on having support-ive public policies in place. It’s critical that entrepreneurs have a voice on Capitol Hill, the White House, state legisla-tures, and in the media in order to advance a triple bottom line economy. This session will highlight efforts by leading entrepreneurs helping to shift the market and drive policies that advance social impact.

David Levine / American Sustainable Business Council (moderator)Saru Jayaraman / Restaurant Opportunities Centers United (ROC-United)Vincent Siciliano / New Resource BankClaudia Viek / California Association for Micro Enterprise Opportunity (CAMEO)

GETTING TO THE ROOTS: INVESTING IN LOCAL FOOD DEEP/LOCAL/CONNECTED


Across the country, a movement is growing to replace the current, consolidated U.S. food system with a sustainable, regionally-based system of small and mid-sized farms and business owners. Diverse funding sources are needed to support this change. This session will examine different investment strategies for all investors (both accredited and unaccredited) looking to leverage their capital for the cre-ation of a just and sustainable food system.

Fran Seegull / ImpactAssetsMarco Vangelisti / Slow MoneyTaryn Goodman, / RSF Social Finance (moderator)

BIO-CULTURAL INVESTING: BECAUSE PEOPLE AND PLANET MATTER DEEP/LOCAL/CONNECTED


Some investments create a financial return while build-ing environmental resilience and honoring the culture of indigenous people. How does it work for the local people and for investors? Experienced investors and entrepre-neurs tell their stories.

Tammy Newmark / EcoEnterprises FundDan MacCombie / Runa TeaWayne Bergmann / KRED EnterprisesShaun Paul / EcoLogic Development Fund (moderator)

CREATIVE CURRENCY SHOWCASE: NEW MODELS FOR COMMUNITY-DRIVEN INNOVATION



Hackathons—48-hour weekend blitzes to launch compa-nies or creative projects—are rapidly spreading worldwide. But what differences are they actually making for com-munities in the long-term? Creative Currency, a six-month initiative focused on San Francisco’s Mid-Market District, aimed to crack open the traditional short-term hackathon model and develop a new approach towards community-driven innovation and citizen entrepreneurship. Join us as four of the top projects that participated in the initiative demo their products and share their ideas for transforming systems of exchange in their community. Panelists will dis-cuss the impact of the initiative and ways the model can be improved, replicated, and scaled.

Jake Levitas / Gray Area Foundation for the ArtsJason Madhosingh / American Express Jay Nath / City & County of San Francisco Kristen Yamamoto / Glide Memorial ChurchJonathan Axtell / The HUB (moderator)

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DIRECT PUBLIC OFFERINGS: RAISING INVESTMENT FROM THE CROWD IMPACT INVESTING


Direct public offerings—investment offerings direct to the public—are starting to take off. Join us to take a look at how DPOs work, local and national trends in the movement, and how the new crowdfunding law will further expand the pos-sibilities. Experts describe when a DPO is right for you, and entrepreneurs will share their stories of making it happen.

Jenny Kassan / Cutting Edge CapitalBrahm Ahmadi / People’s Community MarketNoah Barnes / Farm Fresh to YouMarty Gay / In Sight: Community Wealth SolutionsAmy Pearl / Springboard Innovation (moderator)


12:00 NOON

CROWDFUNDING: OPENING THE DOOR TO THE AVERAGE PERSON IMPACT INVESTING

90 MINUTE SESSION / HERBST (IMPACT INVESTING SES-

SIONS IN PARTNERSHIP WITH OMIDYAR NETWORK)

Taking crowdfunding from concept to the law of the land was a huge task. Formerly just a game for the rich, democ-ratizing investment could create huge opportunities for startups and small businesses and the funding platforms that make it happen.

Art Stevens / MicroPlaceSherwood ‘Woodie’ Neiss / Startup ExemptionMichael Norman / WefunderDanae Ringelmann / IndiegogoLesley Mansford / RazooPremal Shah / Kiva (moderator)

CLIMATE REALITY ENTREPRENEURS MEET IMPACT INVESTING DEEP/LOCAL/CONNECTED


There are three of the typical, broad responses to climate change: denial, mitigation and adaptation. The impact invest-ment community has reacted strongly to mitigation-focused industries such as alternative energy and eco-products whose main attribute is their lower carbon footprint profiles. But now surges a new generation of players: ‘climate reality entre-preneurs’ who develop solutions to adapt to the current cli-mate reality, and impact investors who want to nurture and support this new space. LGT Venture Philanthropy and Agora Partnerships are co-investors in a Nicaraguan company— CO2 Bambu—that aims to bring to market an innovative tech-nology to make communities flood resilient. The purpose of this panel is to spark the interest of SOCAP12 entrepreneurs as well as investors to look at this space, helping to surface and nurture solutions that can scale and help communities adjust to our climate reality. What other solutions are there other than amphibious housing? How about drought resistant seeds, or mobile infrastructure to quickly deliver potable water to communities hit by ever more frequent and devastating nat-ural disasters? Join us if you want to become a pioneer in the search for climate adaptation solutions.

Ricardo Terán / Agora PartnershipsBenjamin Cohen / TOHLBen Sandzer-Bell / CO2 Bambu (moderator)

ACCELERATING ACCELERATORS (PART 2): THE BEST OF THE BEST INTERMEDIARIES


Incubators, fellowships, mentorships, prize awards… all of these models are part of a growing impact accelerator net-work that discovers and supports talented social entrepre-neurs. Hear from some of the best accelerators how they successfully work with entrepreneurs and investors. Learn about how and why they are finding the best social entre-preneurs in the world to fund and why the accelerators are crucial to generating better results and track records for the field. Each is taking their success in new and potentially

groundbreaking directions—come find out how.

John Walker / Echoing GreenNeera Nundy / DasraTyler Hartung / Unreasonable InstituteMark Beam / Halloran Philanthropies (moderator)

BUILDING A VALUES-DRIVEN TECH STARTUP WITH A SOCIAL MISSION MEANING


There is opportunity for profit and impact in many industries, but perhaps none greater than technology. Come get an inside look at the advantages and challenges of scaling a business that aligns purpose with profits from some of San Francisco and Silicon Valley’s leading tech entrepreneurs. Hear how you too can start a company that embeds your values into every component of your business.

Priya Haji / SaveUpMonisha Perkash / LUMObackSam Chaudhary / ClassDojoTabreez Verjee / Impact at ScaleJason Cavnar / SinglyDave Kashen / Quantum Leading (moderator)

DS 5.2 / CHANGING THE RULES OF THE ECONOMIC GAME: WHERE CAN A ‘SHIFT IN ONE THING CREATE BIG CHANGES IN EVERYTHING’? NEW ECONOMY


This panel highlights the stories of leaders who are chang-ing the systems that define how our economy works. How did they find where change was possible and the power to make the change? How did they make sure not to push the lever in the wrong direction? Note: We recommend that you attend this panel if you intend to participate in the follow-on work-shop in this series (5.3).

Steve Wright / Grameen FoundationCheryl Dahle / Future of FishWilliam Rosenzweig, Great Spirit VenturesKatherine Collins, Honeybee Capital (moderator)

DS 6.2 / LOCAL ECONOMIES: THE OPPORTUNITY OF OUR LIFETIME DEEP/LOCAL/CONNECTED


Rebuilding thriving, resilient local econo-mies will be the challenge, and opportu-

nity, of our lifetimes. Tremendous innovation is emerging from the grassroots in support of local economies: com-munity-based businesses and farms producing food, energy, and the goods and services that their communi-ties need, are localizing their markets, choosing coop-eration and taking responsibility for their own particular places. They are experimenting and pushing the envelope. For the first time, it is possible to foresee billions of dollars moving from global capital markets to community-based, triple bottom line enterprises. But the barriers are enor-mous. A cultural and economic shift of this magnitude is going to take much greater, sustained leadership from the investment and philanthropic communities. All speakers will share how local economy investors are redefining suc-cess. Join this session as we explore the challenge—and opportunity—of our lifetime. Note: We recommend that you attend this panel if you intend to participate in the follow-on workshop in this series (6.3).

Leslie Christian / NorthStar Asset ManagementKat Taylor / OneCalifornia Bank and FoundationDon Shaffer / RSF Social FinanceMichelle Long / Business Alliance for Local Living Economies (BALLE) (moderator)

BRINGING SOCAP HOME: LOCALIZATION OF THE MOVEMENT DEEP/LOCAL/CONNECTED


If you are like many of us, you have been inspired by the unique views on investing and entrepreneurship shared in the SOCAP community. Many of you are fortunate enough to do this work full-time and be closely connected to the community on a day-to-day basis. But most of us aren’t that lucky. The majority of us will return to our communities and try to put to work many of the new ideas and concepts shared here in our own unique way. This panel will share

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stories and strategies regarding localization of the move-ment. How do you support social entrepreneurship in your community? How do you inspire local investors to consider impact in their decision making? How do you encourage local non-profits to consider social venture strategies? The answers are different for every community—we will discuss how to remain true to both the collective vision and our own uniquely local perspectives.

Chenoa Farnsworth / Hawaii Angels (moderator) Ben Metz / SOCAP Morgan Simon / Toniic Nicolas Hazard / Groupe SOS Zakiya Harris / Grind For the Green Bill Spencer / Hawaii Oceanic Technology

GETTING THE BIGGEST BANG FOR YOUR PHILANTHROPY BUCK NEXT STAGE PHILANTHROPY


Big Bang Philanthropy Group is a network of funders who finance high-impact growth organizations—mostly non-profit, some for-profit—that have scalable solutions to inter-national poverty. Members each spend at least $1 million per year on poverty and share due diligence and leads. Big Bang funders make their own decisions and handle their own money, but share a common approach to funding for impact and coordinate their giving. They’ll talk publicly for the first time about their strategy for maximum impact.

Amy Herskovitz / The Pershing Square FoundationJosh Kwan / Social EdgeJessamyn Lau / Peery FoundationLaura Hattendorf / Mulago FoundationKevin Starr / Mulago Foundation (moderator)

INVESTING IN THE LOCAL: OAKLAND AS A MODEL FOR 21ST CENTURY IMPACT DEEP/LOCAL/CONNECTED


Vital, engaged, connected: today’s impact buzzwords stress the local. However, many investors overlook domestic inner city projects and entrepreneurs when expanding their portfo-lio. What is holding them back from engaging and investing in

the inner city? Too unsafe? Too risky? Think again. This panel will shed light on the surprising truths about how domestic inner city investment can yield both high social impact and desirable financial returns. Luminaries and leaders from Oakland, California come together to discuss Oakland and its transformation as a case model of successful targeted urban development.

Nancy Pfund / DBL InvestorsKristin Richmond / Revolution FoodsBilly Parish / Solar MosaicKonda Mason / HUB OaklandMichael Bush / 8 Factors (moderator)

12:00 NOON

MEDITATION PRACTICE

ROOM 210C

Disruption: Easy to talk about, deceptively hard to do. Come join us for an experience with a grouping of concrete and somatic tools designed specifically to train leaders in the skills required to transmute disruption into innovation. This session is led by Andrew Markell, Principal, Exile (www.exileleadership.com)

1:00PM – 2:00PM / LUNCHHUB@SOCAP


ROOM 210C

1:30PM / PARALLEL SESSIONS

DS 5.3 / CHANGING THE RULES OF THE ECONOMIC GAME: HERE’S HOW! NEW ECONOMY


Tired of banging your head up against the sys-tems that define our market economy? Are the

rules of financial markets, the infrastructure of supply chains, and the regulatory environment not doing it for you? Want to change the rules of the game? Want to know how?

In this design session we’ll focus on a few core change strategies that have proven to be effective and apply them to the systems you want changed! Note: Everyone is wel-come to participate in this workshop. To get the most out of it, however, we recommend first attending the panel ses-sion (5.2) which will explain the issues to be covered.

Steve Wright / Grameen FoundationRachel Payne / FEM IncEdward Quevedo / Presidio Graduate SchoolVicki Saunders / ZazengoJoy Anderson / Criterion Institute (moderator)

DS 6.3 / LOCAL ECONOMIES: DESIGNING FOR THE OPPORTUNITY OF OUR LIFETIME DEEP/LOCAL/CONNECTED


Creating the conditions for healthy local econo-mies requires more than just money. It requires

that we think big and ask big questions. This workshop is designed to ask and address some of the most important questions for people seeking to invest to create healthier, more localized economies. What hopes do healthy, more localized economies hold for you? What are the biggest questions and challenges you are facing now related to your investments in local economies? What are the benefits of direct investments vs. advisors? What do rates of return look like? How do we measure success? Can we blur the line between investing and philanthropy for impact? While it can be hard to know where to start, this session features pathfinders who are building the new economy – right where they live. Their innovations and results are impact-ful in these turbulent times. Come learn what you can do, too. Note: Everyone is welcome to participate in this work-shop. To get the most out of it, however, we recommend first attending the panel session (6.2), which will explain the issues to be covered.

Joel Solomon / Renewal PartnersMary Stranahan / High Stakes FoundationDawn McGee / Good Works VenturesGrant Abert / Kailo FundSandy Wiggins / e3bankCarol Newell / Renewal PartnersBonny Meyer / Meyer Family Enterprises

Patrick Gleeson / Meyer Family EnterprisesTaryn Goodman / RSF Social FinanceMichelle Long / Business Alliance for Local Living Economies (BALLE) (moderator)

2:00PM

INVESTMENT AND OVERSHOOT: A NEW FRAMEWORK IMPACT INVESTING

60 MINUTE SESSION / HERBST (IMPACT INVESTING SES-

SIONS IN PARTNERSHIP WITH OMIDYAR NETWORK)

The assumption that growth can go on forever is embedded in traditional investment thinking—and even in most impact investments—despite clear evidence of financial and eco-logical overshoot. We’re exceeding the limits of both sys-tems and we need to re-negotiate and navigate that reality in a constructive way. That means examining our underly-ing assumptions and replacing them with a new investment framework that is fresh, gutsy, constructive, focused, and honest. Please join us as we explore an approach to invest-ing that takes us both ‘back to the basics’ and into the future.

Leslie Christian / NorthStar Asset ManagementJohn Fullerton / Capital InstitutePenelope Douglas / HUB Bay Area (moderator)

VOICES FROM THE VALLEY: NEW PERSPECTIVES ON IMPACT INVESTING IMPACT INVESTING


Rarely do we hear about impact investing directly from Sil-icon Valley leaders. In this session we’ll benefit from the insights of forward thinking venture capitalists whose visions go ‘beyond the choir’ as they promise to help shape this evolving space. What do they think of the current eco-system, the constraints of existing models, and the ways in which collaboration can lift all stakeholders?

Nancy Pfund / DBL InvestorsIra Ehrenpreis / Technology PartnersMaritza Liaw / Kleiner Perkins Caufield & ByersTory Patterson / Catamount VenturesJeff Leifer / Circadian Media Lab (moderator)

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STEPPING ON THE THIRD RAIL: SOCIAL CAPITAL MARKETS AND INVESTING IN FAMILY PLANNING

IMPACT INVESTING


Two of the world’s most powerful investors – the UK’s Department for International Development (DFID) and the Bill & Melinda Gates Foundation – have joined forces to promote a subject that has become one of the most light-ning-rod issues in American politics today: family planning. Leading with the argument that family planning is both a human right and a smart investment, the Gates Founda-tion’s and DFID’s co-sponsored event, the July 11th Family Planning Summit in London opened the wallets of gov-ernments from the richest in the world to the poorest, and from the non-profit and for-profit world alike, to the tune of $4.6 billion dollars. While some donors have been working in this area for decades – like the U.S. government, which has consistently provided roughly 50 percent of total donor funding in family planning – this event represents the sud-den emergence of new, big players in this area, and opens the door for more to follow. How have advocates been able to move this topic from controversy to key intervention, and why is it a smart, cost-effective strategy with a triple bottom line, and impressive return on investment?

Astrid Zweynert / Thomson ReutersKarl Hofmann / Population Services International (PSI)Julie Bernstein / Bill & Melinda Gates FoundationDana Hovig / Marie Stopes InternationalPeggy Clark / The Aspen Institute (moderator)

THE VALUES-DRIVEN STARTUP: A WORKSHOP MEANING


Drawing insights from Facebook, Google, Netflix, Zappos, Eventbrite, Southwest Airlines, Trulia, JetBlue, Meebo, Joie De Vivre, and many others, startup coach Dave Kashen will share a methodology for building and scaling an amazing, high performance, values-driven culture that will maximize your chances of success, and help you enjoy the journey.

Dave Kashen / Quantum Leading

BIG DATA FOR GOOD TECH FOR GOOD


All the information that’s captured online or in mobile trans-actions in your town and around the world every day has the potential to help people understand and solve prob-lems that they could not even envision before. But there are three steps to realizing the potential of big data for good: making sense of it, making sure everyone has access to it, and harnessing it for practical use. Three experts who know each part of that process explain how it’s done.

Rebecca Masisak / TechSoup GlobalJim Fruchterman / BenetechBernardo Huberman / HP LabsCaroline Barlerin / HP Global Social Innovation (moderator)

FIND, LEARN, EVOLVE: A GLOBAL AND LOCAL LOOK AT ITERATIVE APPROACHES TO DESIGNING NEW SOLUTIONS

INTERMEDIARIES


Join leaders from the field to explore local and global per-spectives on design for social innovation. Come hear from IDEO.org on their work internationally to foster a new way of working across the field of social enterprise. And hear from Hot Studio, a San Francisco design firm, about their work with home grown social ventures.

Jocelyn Wyatt / IDEO.orgSarah Brooks / Hot Studio


3:30PM / PLENARY SESSIONSHERBST (SIMULCAST IN COWELL)

MAKING MEANING MATTER THROUGH FORECASTING HOPE

INTRODUCTIONS AND ANNOUNCEMENTS

Rosa Lee Harden, Founder and Producer, SOCAP

LANDSCAPES OF THE FUTURE

Given what we’ve learned over the course of the gathering, this report back pulls from the best of SOCAP12 to imag-ine what’s next in the field of impact investing.

SOCAP12 SCH E DU LE

59SOCAP12 CON FE R E NCE G U I DE58 SPEAKE R S AT SOCAP12

SPEAKERS AT SOCAP12GAR ALPEROVITZ Lionel R. Bauman Professor of Political

Economy at the University of Maryland

Gar is co-founder of The Democracy Collaborative and a former Fellow of the

Institute of Politics at Harvard and King’s College of Cam-bridge University. He served as a Legislative Director in the U.S. House of Representatives and the U.S. Senate and as a Special Assistant working on United Nations matters in the Department of State. Earlier, he was President of the Center for Community Economic Development and of the Center for the Study of Public Policy. His writing has been published in a wide range of academic and popular journals, including The New York Times, The Atlantic, and The Jour-nal of Economic Issues. His latest book is America Beyond Capitalism. Gar also authored Unjust Deserts (2008); Mak-ing a Place for Community (2002); and The Decision to Use the Atomic Bomb (1995).

JOY ANDERSON Founder & President, Criterion Ventures

Joy Anderson, founder and president of Criterion Ventures, landed on Fast Com-pany’s 2011 list of ‘100 Most Creative

People in Business’. Through her leadership of Criterion and its initiatives that shape markets to create social and environmental good, Joy is a visionary force to change the rules of our economy. As faculty on the leading social inno-vation award programs, she advises the next generation of leaders. Her insights have shaped hundreds of ventures, including Good Capital, a social investment firm she co-founded in 2006, and Village Capital, where she chairs the board. A political science major at Wesleyan, Joy earned her Ph.D in American History from NYU.

MATT BANNICK Managing Partner, Omidyar Network

Matt leads all aspects of Omidyar Net-work’s operations and strategy. He brings a wide range of executive, international, and

multi-sector experience to his leadership of Omidyar Network. From 1999 to 2007, he was a member of eBay Inc.’s execu-tive staff and served in a number of senior executive roles. Prior to joining eBay, he served for four years as the North American president of NavTeq. Prior to joining NavTeq, he was a management consultant with McKinsey & Company. Matt also served as a United States diplomat in Germany during the time of the fall of the Berlin Wall and German unification. He currently serves on the boards of Bridge International Acade-mies, Endeavor, and Landesa. He earned an MBA with distinc-tion from Harvard Business School and a bachelor’s degree, Phi Beta Kappa, in international studies and economics from the University of Washington.

ANTONY BUGG-LEVINE CEO, Nonprofit Finance Fund

Antony has been the CEO of Nonprofit Finance Fund since October 24, 2011. Prior to NFF, he served as a Consultant

at McKinsey & Co and served as Country Director of Tech-noServe for Kenya and Uganda. He serves as the Chair-man of Global Impact Investing Network. He also serves as an Adjunct Professor at Columbia Business School and teaches business and international development. He served as the Managing Director of the Rockefeller Foundation in New York since 2007. His responsibilities included lead-ing the Harnessing the Power of Impact Investing Initiative. He has deep experience in nonprofit management. Antony is a Co-Author of the book, Impact Investing: Transforming How We Make Money While Making a Difference, which launched at SOCAP11. He is a graduate of Yale College and earned an MPA focused on Economic Development from Princeton’s Woodrow Wilson School.

MAJORA CARTER President, Majora Carter Group

She’s probably the only person to receive both an award from John Podesta’s Cen-ter For American Progress as well as a

Liberty Medal for Lifetime Achievement from Rupert Mur-doch’s New York Post. Fast Company Magazine named her one of the 100 Most Creative People in Business. The New York Times described her as “The Green Power Broker”. And the Ashoka Foundation’s Changemakers.org recently dubbed Majora Carter “The Prophet of Local”. She hosts the Peabody Award winning public-radio series: The Prom-ised Land, and serves on the boards of the US Green Build-ing Council, and The Wilderness Society. Majora has a long list of awards and honorary degrees, including a MacArthur “genius” Fellowship.

She founded and led Sustainable South Bronx, from 2001 to 2008 – when few were talking about “sustainability”, and even fewer, in places like the South Bronx. By 2003, Majora coined the term: “Green the Ghetto” as she pioneered one of the nation’s first urban green-collar job training & placement systems, and spearheaded legislation that fueled demand for those jobs. Her 2006 TED talk was one of 6 presenta-tions to launch that groundbreaking website. Since 2008, her consulting company has exported Climate Adaptation, Urban Micro-AgriBusiness, and Leadership Development strategies for Business, Government, Foundations, Universi-ties, and economically under-performing Communities.

SASHA DICHTER Chief Innovation Officer, Acumen Fund

Acumen invests patient capital in busi-nesses that deliver critical, affordable goods and services to the world’s poor,

improving the lives of millions. Sasha speaks and blogs (sashadichter.wordpress.com) about generosity, philan-thropy, and social change, is the author of the Manifesto for Nonprofit CEOs and helped create Generosity Day. Sasha’s Generosity talk was featured as a TED Best of the Web last year... talk about spreading an idea! Before Acumen, Sasha worked at GE Capital, IBM, and Booz | Allen | Hamilton, and

also had stints in Indonesia working for one of the world’s largest microfinance institutions (Bank Rakyat Indonesia) and at the venture-backed startup, Navic Networks. He has a dual degree from Harvard Business School and Harvard Kennedy School in International Development.

PENELOPE DOUGLAS Board President, HUB Bay Area and

SOCAP

Penelope Douglas is Board President of Hub Bay Area/SOCAP. Prior to joining

Hub Bay Area/SOCAP, she founded and served as CEO of Pacific Community 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 Com-munity Ventures LLC, with $60 million of committed capi-tal. For nearly three decades, she has applied 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 featured by media outlets such as the New York Times, NPR, San Francisco Chronicle, and California magazine, which includes recog-nition as a pioneer of “compassionate capitalism,” 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 Tri-athlons, and an artist whose paintings and drawings have been exhibited publicly. Douglas is a native of California and a graduate of Smith College.

SYLVIA EARLE Oceanographer

Sylvia is called ‘Her Deepness’ by the New Yorker and The New York Times, ‘Living Legend’ by the Library of Con-

gress, and the first ‘Hero for the Planet’, is an oceanog-rapher, explorer, author, and lecturer with experience as a field research scientist. She also is executive director for corporate and non-profit organizations, including the Aspen


Institute, the Conservation Fund, American Rivers, Mote Marine Laboratory, Duke University Marine Laboratory, Rut-gers Institute for Marine Science, the Woods Hole Oceano-graphic Institution, National Marine Sanctuary Foundation, and Ocean Conservancy. Former chief scientist of NOAA, Sylvia is founder of the Mission Blue Foundation and chair of the Advisory Council for the Harte Research Institute for Gulf of Mexico Studies. She has a B.S. from Florida State University, an M.S. and a Ph.D. from Duke University, and 15 honorary degrees. She has authored more than 150 scien-tific, technical, and popular publications, lectured in more than 60 countries, and appeared in hundreds of televi-sion productions. Earle is the author of many books on the ocean, including Sea Change: A Message of the Oceans and, Ocean: An Illustrated Atlas, with Linda K. Glover.

JOHN FULLERTON Founder and President, Capital Institute

John Fullerton is the Founder and Presi-dent of Capital Institute, a collaborative working to transform finance to serve

a more just, resilient, and sustainable economic system. Through the work of Capital Institute, his syndicated “Future of Finance” blog, regular public speaking engagements, and university lectures, John has become a recognized thought leader in the New Economy space generally, and the financial system transformation challenge in particular. John is also a recognized leading practitioner in impact investing as the principal of Level 3 Capital Advisors, LLC. Through both Capital Institute and Level 3 Capital, John brings a unique theory and practice approach to financial system transformation. Previously he was the seed funder and CEO of Alerian Capital Management, now a multi-bil-lion dollar investment management firm that invests in mid-stream energy infrastructure. Prior to Alerian, John was a Managing Director of JPMorgan where he worked for over 18 years.

KATHERINE FULTON President, Monitor Institute

Katherine is a partner of Monitor Group and president of Monitor Institute, the Group’s social enterprise dedicated to

helping innovative leaders develop and achieve sustain-able solutions to significant social and environmental prob-lems. She has spent more than three decades chronicling and catalyzing social change as a leader, strategist, teacher, editor, writer, speaker and advisor. Her experience involves work in and around all three sectors – civil society, busi-ness, and government. Katherine is particularly known for her expertise on the evolution of philanthropy and the emergence of impact investing. She is the co-author of Investing for Social and Environmental Impact: A Blueprint for Catalyzing an Emerging Industry and also What’s Next for Philanthropy: Acting Bigger and Adapting Better in a Networked World. She has served on a number of govern-ing boards, including the global board of Monitor and the founding board of the Global Impact Investing Network.

JOHN KOHLER Director, Impact Capital, Center for

Science, Technology, and Society

John has more than 30 years of technol-ogy industry and business experience.

He has been heavily involved in technology product for-mation and has been concentrating on Internet and Life Science startups since 1994. John’s background includes twenty years of executive level positions in sales operations, product division general management, and worldwide cus-tomer support at technology corporations including Hewlett Packard, Silicon Graphics, and Convergent Technologies/Unisys. He was one of the founding executives at Netscape Communications and original founder of Redleaf Group.

John is currently on the board of Redleaf Group, chair-man of the board at Entrieva, and serves as board member and CEO of Lumicyte. John is a managing member of the UCLA Venture Capital Fund and serves on the UCLA Sci-ences Board of Visitors. He has also served on the Advi-sory Board for the International Institute of Multimedia (IIM) at Leonardo di Vinci University in Paris. John received

his bachelor’s degree from UCLA and has served on advi-sory committees to the U.S. Department of Commerce and the Council on Foreign Relations. He is also a nationally accredited soccer coach, an avid skier, sailor, and a mem-ber of the Santa Cruz Yacht Club.

MICHELLE LONG Executive Director, BALLE

Michelle was BALLE’s first co-direc-tor, and she transitioned to serve on the BALLE board starting in 2003, and

later returned as executive director in 2009. BALLE iden-tifies and promotes the most innovative business models for creating healthier, sustainable, and prosperous com-munities. With a growing network of 22,000 local entre-preneurs spanning 80 communities, BALLE is leveraging the collective voice of this movement to drive new invest-ment, scale the best solutions, and harness the power of local, independently owned business to transform the communities where we work and live. Before going to BALLE, Michelle co-founded and was executive direc-tor of Sustainable Connections in Bellingham, Washing-ton. Michelle was named one of the West Coast’s ‘top five leading ladies of sustainability’ by the Sustainable Indus-tries Journal. A regular keynote speaker, she is also the co-author of Local First: A How-to Guide and the author of the new Building a Community of Businesses: BALLE Business Network How-to Kit.

PAUL POLAK Founder, Windhorse International, IDE,

and D-rev

Paul is the co-founder and CEO of Wind-horse International, a for-profit social

venture with the mission of inspiring and leading a rev-olution in how companies design, price, market, and dis-tribute products to benefit the 2.6 billion customers who live on less than $2 a day. Windhorse International com-bines radically affordable, life-saving, or income-generat-ing technology with radically decentralized supply chains to earn profits serving the bottom billion customers. Prior to

founding Windhorse, in 2008 Paul founded D-Rev, a non-profit that seeks “to create a design revolution by enlisting the best designers in the world to develop products and ideas that will benefit the 90% of the people on earth who are poor, in order to help them earn their way out of pov-erty.” He is best known for his work with Colorado-based International Development Enterprises (IDE), a non-profit he founded in 1981. IDE has ended poverty for 19 million of the world’s poorest people by making radically afford-able irrigation technology available to farmers through local small-scale entrepreneurs, and opening private sector access to markets for their crops.

LUTHER RAGIN, JR. Chief Executive Officer, the Global Impact

Investing Network (GIIN)

Luther has been the CEO of GlIN since September 2011. He serves as Vice

President of Investments at The F.B. Heron Foundation in New York where he has been an impact investing pio-neer. He has also been a singularly effective advocate of impact investing among investment peers and a wider audi-ence, including through his appointment as a William H. Bloomberg lecturer at Harvard University and as a regu-lar commentator and writer. Luther serves as a Director of Threshold Group, Inc. and The ShoreBank Corporation. He serves as a Director of The Classical Theatre of Harlem, National Community Investment Fund, and the Thembani International Guarantee Fund. He received a bachelor’s degree in economics and a master’s degree in public pol-icy from Harvard University, and is a graduate of Columbia University’s Executive Program in Business Administration.

JEFF RAIKES CEO, Bill & Melinda Gates Foundation

Jeff leads the foundation’s efforts to pro-mote equity for all people around the world. Before joining the foundation, he

was a member of Microsoft’s senior leadership team, lead-ing a variety of divisions and groups within the company. He joined Microsoft in 1981 as a product manager. Promoted

SPEAKE R S AT SOCAP12


to director of applications marketing in 1984, he was the chief strategist behind the company’s success in graphi-cal applications for the Apple Macintosh and the Microsoft Windows operating system and the creation of the Micro-soft Office suite of productivity applications. Before join-ing Microsoft, he was a software development manager at Apple Computer Inc. Jeff, a Nebraska native, holds a Bach-elor of Science degree in engineering-economic systems from Stanford University. He also serves on the board of directors for Costco Wholesale Corp. and the Microsoft Alumni Foundation, where he is chair of the board. In June 2008, the Board of Regents at the University of Nebraska-Lincoln renamed the J.D. Edwards Honors Program in Com-puter Science and Management to the Jeffrey S. Raikes School of Computer Science and Management.

DR. JUDITH RODIN President, Rockefeller Foundation

Judith has been president of the Rock-efeller Foundation since 2005. She was previously president of the Uni-

versity of Pennsylvania, and provost of Yale University. During her first four years at the Foundation, she reca-librated its focus for the 21st century. Today, the Foun-dation helps ensure that more people can tap into the benefits of globalization while developing stronger resil-ience in the face of risks, affirming its mission, since 1913, to promote the well-being of humanity. Judith serves on several boards, including those of the Brookings Institution, Alliance for a Green Revolution in Africa, Global Humanitarian Forum (founded by Kofi Annan), and Clinton Global Initiative’s poverty alleviation track. She is also a director of AMR Corporation, Citigroup Inc. and Comcast. She graduated from the University of Pennsylvania, earned her Ph.D. from Columbia University, and has since received 17 honorary doctorate degrees. She has authored more than 200 academic articles and has written or co-written 12 books, including her most recent, The University & Urban Renewal: Out of the Ivory Tower and Into the Streets.

ÁLVARO RODRÍGUEZ ARREGUI Co-Founder Managing Partner, IGNIA

Partners LLC

Álvaro is the Chairman of the Board of Directors of Compartamos Banco, the

largest microfinance institution in Mexico and Latin Amer-ica. He also served on the Board of Directors of Accion International, a non-profit organization pioneer in micro-finance and leader in the emerging world, located in the United States. Before founding IGNIA, he acted as CFO of Vitro, one of the largest glass manufacturers in the world. In 2005, Álvaro was nominated “Young Global Leader” by the World Economic Forum. Álvaro has a master’s in Business Administration from Harvard Business School and a degree in Economics from the Instituto Tecnológico Autónomo de México (ITAM).

DON SHAFFER President & CEO, RSF Social Finance

Don is President & CEO of RSF Social Finance. Prior to joining RSF, he served as Executive Director of the Business

Alliance for Local Living Economies (BALLE), developing it into an alliance of more than 15,000 independently owned businesses across the U.S. and Canada. He has also served as Interim Executive Director of Investors’ Circle, a network of angel investors, professional venture capitalists, founda-tions, family offices, and others who invest private capital into companies addressing social and environmental issues. His experience includes over 15 years in senior manage-ment positions building social mission companies, including Comet Skateboards, a designer and manufacturer of pre-mium skateboarding products committed to local and sus-tainable business practices. Don has served and led sales, marketing, business-development, and general-operations teams in the education and software sectors. He serves as a Board Member of B Lab, Comet Skateboards, BALLE, and Social Venture Network. He participates in an advisory capacity with Entrepreneurship@Cornell and Slow Money. He also co-chairs the Roots of Change Business Leaders Council. Don graduated with a degree in American History from Cornell University.

KEVIN STARR Managing Director, Mulago Foundation

Kevin directs the Foundation and the Rainer Arnhold Fellows Program. He had a perfectly good career in medicine when

he stumbled into philanthropy in 1994. His friend and men-tor 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 Founda-tion. 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 entrepre-neurs turn good ideas into lasting change at scale. Kevin went through medical school and residency at UC San Francisco and has lived in SF ever since. He teaches and mentors fellows in other programs for social entrepreneurs and still practices medicine (very) part time.

JACKIE VANDERBRUG Gender Lens Investing Catalyst

Jackie is a leader in the emerging global field of gender lens investing and the founder of the Women Effect Invest-

ments Initiative. Jackie works with both investors and investment vehicles to develop the gender lens invest-ing market. Jackie’s approach to social change blends her experience as an entrepreneur, analyst, and strategy consultant. She was instrumental in the establishment of the pioneering social investing fund, Good Capital, and is deeply immersed in networks reimagining the purpose of capital. Jackie serves on the Advisory Boards of the Social Venture Fund at the Ross School of Business and of the social enterprise, Prosperity Candle. Jackie holds a math-ematics degree from Calvin College and an MBA from the University of Michigan.

SPEAKE R S AT SOCAP12


SPONSORS AT SOCAP12ORGANIZATIONS MOVING THE MARKET

FORWARD AT THE INTERSECTION OF

MONEY AND MEANING.

2012 has been a great year in partnerships for SOCAP. Great organizations like Halloran Philanthropies, Omidyar Network, and The Rockefeller Foundation work year-round with us at the HUB to forge engaged alliances that con-sider both the future, and the realities of today. We’re glad that our financial partners represent a diverse community of foundations, corporate partners, and social enterprises (both small and large) who believe in the movement of peo-ple aligning their hearts with their global economic wallet. Thank you for your inspiration and thoughtful partnership with us in 2012!

THE ROCKEFELLER FOUNDATION www.rockefellerfoundation.org

The Rockefeller Foundation supports work that expands opportunity and strengthens resilience to social, economic, health, and environmental challenges – affirming its pioneer-ing philanthropic mission since 1913 to promote the well-being of humanity. The Foundation operates both within the United States and around the world. The Foundation’s efforts are overseen by an independent Board of Trustees and man-aged by its president through a leadership team drawn from scholarly, scientific, and professional disciplines.

OMIDYAR NETWORK www.omidyar.com

Omidyar Network is a philanthropic investment firm dedi-cated to harnessing the power of markets to create oppor-tunity for people to improve their lives. Established in 2004 by eBay founder Pierre Omidyar and his wife Pam, the organization invests in and helps scale innovative organi-zations to catalyze economic and social change. To date, Omidyar Network has committed more than $550 million to for-profit companies and non-profit organizations that foster economic advancement and encourage individual participation across multiple initiatives, including entrepre-neurship, financial inclusion, property rights, government transparency, consumer Internet, and mobile.

PREMIER PARTNERS

HALLORAN PHILANTHROPIES www.halloranphilanthropies.org

Since its first seed grant to launch SOCAP in 2008, Hal-loran Philanthropies has targeted its human and financial resources toward the development of social entrepreneurs and impact investing. In close relationship with our partners, we will continue to concentrate our resources on high-impact incubators, accelerators, supporting organizations, and social entrepreneurs in Africa, Brazil, Colombia, India, Mexico, and the US. We recognize the gap in early stage capital for social businesses and seek to cause impact by investing in the capacity and scale of social entrepreneurs through accelerators who are paving the way for investors seeking the best social entrepreneurs in the world. We are excited to partner again with SOCAP and leaders of the Accelerators Movement throughout the world.

SPONSOR S AT SOCAP12


RECEPTION PARTNERS

MARKETS FOR GOOD www.marketsforgood.org

Markets for Good is an effort – by the Bill & Melinda Gates Foundation, the William & Flora Hewlett Foundation, and the progressive financial firm Liquidnet – to improve the system for generating, sharing, and acting upon data and information in the social sector. Our vision is of a social sec-tor powered by information, where capital flows efficiently to the organizations that are having the greatest impact, interventions are more effective and innovative, and there is a dynamic culture of continuous learning and development.

LIQUIDNET www.liquidnet.com

Liquidnet brings together the world’s largest asset manag-ers and public companies on a single network that directly connects traders, portfolio managers, analysts, and corpo-rate issuers. By revolutionizing the flow of ideas, liquidity, and capital, Liquidnet has helped change an entire indus-try while enabling the key players in the institutional invest-ment process to more efficiently capture and retain alpha.

BILL & MELINDA GATES FOUNDATION www.gatesfoundation.org

Guided by the belief that every life has equal value, the Bill & Melinda Gates Foundation works to help all people lead healthy, productive lives. In developing countries, it focuses on improving people’s health and giving them the chance to lift themselves out of hunger and extreme poverty. In the United States, it seeks to ensure that all people – espe-cially those with the fewest resources – have access to the opportunities they need to succeed in school and life. Based in Seattle, Washington, the foundation is led by CEO Jeff Raikes and Co-Chair William H. Gates Sr., under the direction of Bill and Melinda Gates, and Warren Buffett.

HEWLETT FOUNDATION www.hewlett.org

The William and Flora Hewlett Foundation has been mak-ing grants since 1967 to help solve social and environmen-tal problems at home and around the world. The Foundation concentrates its resources on activities in education, the environment, global development and population, perform-ing arts, and philanthropy, and makes grants to support dis-advantaged communities in the San Francisco Bay Area. A full list of all the Hewlett Foundation’s grants can be found on the website (www.hewlett.org).

SUPPORTING PARTNERS

MICROPLACE www.microplace.com

For another consecutive year, MicroPlace is proud to be a SOCAP sponsor because we believe in the democratization of impact investing. Meaningful impact can happen when, together, we pool our resources and fund solutions for a better world. MicroPlace is a registered brokerage platform that enables US investors to support projects dedicated to social and environmental impact, both here in the United States as well as abroad. For more information, please visit: www.microplace.com

HP www.hp.com

At HP, we believe that corporate success and social contri-bution are interdependent. As the largest technology com-pany 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. We take a focused approach to social innovation, addressing the following areas: education, entrepreneurship, health, and community involvement. 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.

WELLS FARGO www.wellsfargo.com/nmtc

Through the New Markets Tax Credit program, Wells Fargo Community Lending and Investment provides debt for con-struction and/or substantial rehabilitation of commercial and community-oriented properties located in low-income census tracts nationwide. We also provide investments in low-income communities through our own NMTC allocation or partnering with third party community development enti-ties (CDEs). Learn more on our website (www.wellsfargo.com/nmtc).

MICROSOFT www.microsoft.com/YouthSpark

Founded in 1975, Microsoft is the worldwide leader in soft-ware, services, and solutions that help people and busi-nesses realize their full potential. Microsoft YouthSpark is a recently launched company-wide initiative to create oppor-tunities for hundreds of million youth around the world. Microsoft YouthSpark empowers youth to imagine and real-ize their potential by connecting them with greater oppor-tunities for education, employment, and entrepreneurship. Microsoft is proud to support Juma Ventures and BUILD in empowering young entrepreneurs to change their world. Be the spark of change.



IMPACTASSETS 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

RSF SOCIAL FINANCE www.rsfsocialfinance.org

RSF Social Finance is a non-profit financial services orga-nization dedicated to transforming the way the world works with money. Inspired by the work of Rudolf Steiner, RSF offers investing, lending, and giving services that generate positive social and environmental impact while fostering community and collaboration among participants. In part-nership with our investors and donors, RSF has made $230 million in loans and more than $100 million in grants since 1984 to for-profit and non-profit social enterprises working in the areas of Food & Agriculture, Education & the Arts, and Ecological Stewardship. Underlying all our work is a spirited conversation about the role that money can play in the development of humanity.

THE SAN FRANCISCO FOUNDATION www.sff.org

The San Francisco Foundation strengthens the Bay Area by investing in change through people, organizations, neigh-borhoods, and policy. We work hand in hand with our donor partners, nonprofits, government, and businesses, to iden-tify best practices and enact long-term solutions across the Bay Area. We cultivate and nurture the most effective indi-vidual leaders and groups in our region. We foster leader-ship, innovations, and results, and embrace the vision and inspiration of our leaders in helping to spark revitalization in our neighborhoods, our region, and our community.

COMMUNITY PARTNERS

KIVA www.kiva.org

Called the “hottest non-profit on the planet” by FORTUNE magazine and a Top 50 Website by TIME, Kiva is the world’s first personal microlending marketplace where anyone can make a $25 loan to create opportunity and help alleviate poverty. In just 7 years, Kiva has enabled more than $300+ million in loans for 800,000+ entrepreneurs in 60+ coun-tries. Kiva combines the culture and approach of an internet start-up with an intense focus on tackling financial exclusion across the globe. Kiva is poised to take its initial success to a whole new level – targeting $1 billion in loans by 2015 and expansion into new areas including student loans, cli-mate change, water, and more. Headquartered in San Fran-cisco, Kiva’s team has 100 employees and 500+ volunteers.

REDF www.redf.org

REDF creates jobs and employment opportunities for peo-ple facing the greatest barriers to work. REDF provides funding, know-how, and networks to help enterprising non-profit organizations start and scale businesses that inten-tionally employ individuals who have been homeless or incarcerated, or who have addiction or mental health chal-lenges. Since 1997, REDF has connected 6,700 people to jobs, 50 social enterprises to growth, and hundreds of donors to impact. An inaugural grantee of the Social Inno-vation Fund, REDF is expanding in California to develop a nationally scalable social enterprise model. Learn more at www.redf.org/.

GIIRS www.giirs.org

GIIRS is a comprehensive and transparent system for assessing the social and environmental impact of devel-oped and emerging market companies and funds with a ratings and analytics approach analogous to Morningstar investment rankings and Capital IQ financial analytics. It seeks to spark the impact investment movement by provid-ing a tool that is intended to change investor behavior and unlock the potential of this new asset class. GIIRS Ratings & Analytics will allow entrepreneurs, companies, and fund managers to better serve their customers, workers, and communities by raising capital from mission-aligned inves-tors based on the social and environmental impact of their underlying businesses or portfolio companies. For more information, visit www.giirs.org/.

PRUDENTIAL www.news.prudential.com

Prudential Financial, Inc. (NYSE: PRU), a financial services leader with approximately $961 billion of assets under management as of June 30, 2012, has operations in the United States, Asia, Europe, and Latin America. Pruden-tial and its employees have a long-standing commitment to the communities where we work and live. As part of its culture, the people of Prudential help improve communi-ties by investing financial resources, business expertise, and associate volunteer skills in programs that increase human potential and individual self-sufficiency. The com-pany established what is now Social Investments in 1976, and has since provided more than $1.4 billion in impact investments. For more information, please visit www.news.prudential.com.

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.

exygyweb + mobile

www.exygy.comtechnology for social innovation

EXYGY www.exygy.com

Exygy builds technology for good. A full-service develop-ment shop specializing in design + build for web + mobile. Exygy works with visionary clients to articulate, shape, and



then execute on innovative ideas, building elegant and powerful products that simply work. Exygy is committed to giving back – it’s core to their mission. A founding member at the Hub Bay Area, Exygy is also B-Corporation certified, Green America certified, and a sponsor of the Green Cham-ber of Commerce. Exygy’s work is well recognized, and has been featured nationally in The New York Times, Oprah, TechCrunch, The Huffington Post, and on PBS.

AVINA FOUNDATION www.avina.net

AVINA Foundation is an organization dedicated to sustain-able development in Latin America. AVINA supports the work of the UN call known as Rio+20, which inspires us to renewed efforts to promote sustainable development as an ethical paradigm. In each country where AVINA works, they act as a hotspot for solutions to tomorrow’s challenges.

AGA KHAN FOUNDATION www.akdn.org/usa

The Aga Khan Foundation (AKF) is one of eleven agen-cies that together comprise the Aga Khan Development Network (AKDN). These agencies have mandates ranging from health and education to architecture and the promo-tion of private-sector enterprise. In 2010, AKF USA – one of twenty AKF units – conducted an 8-month scoping study to explore the US impact investing market and assess how AKDN Agencies could best participate in this evolving sec-tor. The following year, AKF USA established the Impact Investing Initiative to help these Agencies enter the market, while also playing a leading role in building out this sector.

ICE www.ice.org.br

ICE (Instituto de Cidadania Empresarial, or Entrepreneur-ial Citizenship Institute) is a Brazilian civil society organiza-tion whose mission is to engage change leaders in social development. The Institute works in three priority areas: Local Development, Social Business, and Social Finance. In the area of Social Finance, the main goal is to influence people and organizations from the investment community and social business ecosystem to develop new approaches for using finance resources to maximizing social and envi-ronmental impact. ICE’s work is documented, systemized, and evaluated so that we can constantly improve our proj-ects, and produce knowledge based on our experiences to reduce poverty and improve the lives of Brazilian citizens.

VODAFONE AMERICAS FOUNDATION www.vodafone-us.com

The Vodafone Americas Foundation strives to make a posi-tive and enduring impact on local and global communities by supporting programs to foster innovative wireless solutions. We believe in the power of wireless technology to improve people’s lives, strengthen the global development sector, and spark innovation. Amongst its programs, the Foundation oper-ates the Wireless Innovation Project™, a competition designed to seek the best wireless technology solutions to address crit-ical social issues around the world. The competition has iden-tified several high-profile winners poised to make an impact in poverty, health, environment, disaster relief, and access to technology. Vodafone Americas Foundation™ is part of Voda-fone’s global network of 27 foundations, and is affiliated with Vodafone Group Plc., one of the world’s leading mobile tele-communications companies.

AMERICAN EXPRESS www.serve.com

American Express is a global services company, pro-viding customers with access to products, insights, and experiences that enrich lives and build business success. American Express launched Serve in May 2011 – a digi-tal commerce platform that makes it easier for consum-ers to manage their money and send and receive payments via app, email, text message, and Facebook. Learn more at serve.com.

CUTTING EDGE CAPITAL cuttingedgecapital.com

Cutting Edge Capital is the leading expert on innovative financing tools and entity structuring that preserve mission and goals. CEC’s services include:

» Compliant capital raising strategies that make it pos-sible to raise funds publicly and from both wealthy and retail investors

» Consultation on entity structure, ownership, and gover-nance – especially at critical junctures such as start-up, capital raising, and succession planning

» Consultation on capital markets, investment funds, and market-based regulatory strategies

The CEC team includes lawyers, CPAs, entrepreneurs, mar-keters, and internationally-known experts in business and finance, allowing us to take a multidisciplinary approach to our clients’ challenges.

FAIR TRADE USA www.fairtradeusa.org

Fair Trade USA is the leading non-profit, third-party certifier of Fair Trade products in the United States. Fair Trade USA audits and certifies transactions between U.S. companies and international suppliers to guarantee that farmers and workers producing Fair Trade Certified goods were paid fair prices and wages, work in safe conditions, protect the environment, and receive community development funds to empower and improve their communities. Fair Trade USA also educates consumers, brings new manufacturers and retailers into the Fair Trade system, and provides farming communities with tools, training, and resources to thrive as international businesspeople.

MARS CENTRE FOR IMPACT INVESTING impactinvesting.marsdd.com/

MaRS Discovery District is a mission-driven innovation cen-tre located in Toronto. MaRS works with partners to cat-alyze, accelerate, and amplify innovation, and supports entrepreneurs building Canada’s next generation of growth companies in science, technology, and social innovation.The MaRS Centre for Impact Investing is a national hub designed to increase the awareness and effectiveness of social finance to catalyze new capital, talent, and initiatives dedicated to tackling social and environmental problems in Canada. The Centre acts as a neutral collaboration space for all sectors – government, community, and private – to strengthen our collective ability to mobilize private capital for public good.



HUB TOKYO hubtokyo.co

HUB Tokyo is a community space for social entrepreneurs in Tokyo and that is trying to create ecosystems for nur-turing social innovation through collaboration. HUB Tokyo aims to increase the number of investment-ready social start-ups in Tokyo by accelerating them with multiple pro-grams, and by cultivating the culture of social finance in investors in Tokyo.

DESIGN PARTNER

HOT STUDIO www.hotstudio.com

Envisioning, designing, and deploying innovative experi-ences since 1997, Hot Studio is an award-winning expe-rience design company with offices in San Francisco and New York City. Dedicated to creating elegant solutions for complex design challenges, we collaborate with busi-ness leaders, innovative organizations, and emerging com-panies to create breakthrough products and services that have global reach and local impact. For more information visit www.hotstudio.com NETWORK PARTNERS

EVPA

Future of Fish

Global Social Venture Competition

Business Alliance for Local Living Economies (BALLE)

EDCO Ventures

Village Capital

Social Innovation eXchange

New Ventures México

Telecentre.org

i-genius

Social Business Conference

ennovent

ThinkImpact

Slow Money

UniversalGiving

BiD Network

Artha Platform

Global Social Benefit Incubator (GSBI)

Artemisia Social Business

Center for Advancement of Social Entrepreneurship (CASE)

Care2

PUREPROJECT

The William James Foundation

The Legacy Movement

Investors’ Circle

Council on Foundations

NorthSur

ReWork

SWIFT & Innotribe

Social Enterprise Alliance

Flywheel

Bioneers

HI Impact

Sustainable Brands

R

R

Celebrating people, planet and pure tea

IN-KIND PARTNERS

MEDIA PARTNERS



bring more natural infrastructure assets into common own-ership and management. He is midway through a Masters in Organisational Psychoanalysis at The Tavistock Centre in London. Ben occasionally teaches at a variety of education establishments and lives peripatetically out of London and other locations with potential for excellent culinary adven-tures. More about Ben can be found at www.benmetz.org.

MEGAN MCFADDEN Online Media Manager

Megan is the Online Media Manager for Social Capital Markets, where she is responsible for the organization’s online presence through website management,

community outreach, social media, and strategic partner-ships. Prior to joining SOCAP, Megan was a founding team member of a social enterprise start-up called Everywun, an action-based alternative currency platform, where she led online media and product development. She has 7+ years experience in supporting socially conscious startup orga-nizations including a natural food company, an LGBT com-munity non-profit, and a B Corp public relations firm.

GABBY CULVER Content Scout

Gabby explores the landscape of social enterprise, discovering emerging trends and interesting developments and iden-tifying key themes. She engages the

thought-leaders and outstanding practitioners that present at SOCAP events. Prior to SOCAP, Gabby managed Pacific Community Ventures’ Business Advising program, working with entrepreneurs and volunteer executives to help progres-sive small businesses grow, create more high-quality jobs for California’s low-income workforce, and access capital.

KATHY BRUIN Logistics Manager

Kathy manages logistics for SOCAP, jug-gling details to ensure that attendees have what they need during the event – from chairs, to good food, to plentiful cof-

fee and tea. Kathy has worked in event management off and

SOCAP12 TEAMMAKING MEANING MATTER

365 DAYS A YEAR.

SOCAP designs this event utilizing the skills and brilliance of a talented leadership and programming team. Our diverse team of serial entrepreneurs, impact investors, multilingual travelers, production experts, and content innovators work together year-round to do more than just produce events. Together, we scour the world and connect grassroots and institutional efforts for social innovation. We seek to accel-erate the good economy and we have a lot of fun doing it.

SOCAP PRODUCTION TEAMKEVIN JONES Founder, Convener, and Curator

Kevin Jones, the convener of SOCAP has been a serial entrepreneur, building

information businesses inside emerging industry and tech-nology markets. He believes that markets emerge in con-versation, as people try to explain and understand value, and thus convenings are important to help define new mar-kets. He is also one of the founders of the HUB Bay Area. Besides SOCAP, Kevin is a co-founder of Good Capital, an impact fund that invests in social enterprises. As a journal-ist, he has been a columnist for Forbes and Business 2.0 magazines. During his 20 year business career in Missis-sippi he was heavily involved in public school advocacy.

ROSA LEE HARDEN Founder and Producer

Rosa Lee Harden is a serial entrepreneur and community builder. Her goal in pro-ducing SOCAP has been to keep mean-ing alive at the intersection of money and

meaning. For 25 years she was an owner and publisher of newspapers, magazines, and trade journals, accomplish-ing turnarounds and launching successful startups that

became the top publications in their markets. A commu-nity builder in all of her activities, she was the priest in an Episcopal parish in San Francisco for 10 years, where she led a thriving, innovative, and welcoming congregation. She currently serves as the Canon for Money and Meaning at All Souls Episcopal Cathedral in Asheville, North Carolina, where her work is about bringing into consciousness how money impacts and guides our life’s decisions.

JONATHAN AXTELL Associate Producer

Jonathan Axtell is the Associate Pro-ducer of SOCAP. After volunteering at the first SOCAP in 2008 as a social entrepreneur, Jon came on staff to co-

manage five consecutive SOCAPs and help execute SOCAP’s vision of creating a global movement of people seeking to align the economic systems of the world with our values. Part of the HUB Bay Area family for the past three-and-a-half years, Jon was on the team that launched HUB Berkeley and HUB San Francisco. He is the co-orga-nizer of the Creative Currency program, a local SF initiative that has gained national attention for its innovative com-munity development approach. Previous to joining SOCAP, Jon lived in China and completed his MBA at the Monterey Institute of International Studies, while starting up a social enterprise project in Zambia, Africa. Jon speaks Mandarin Chinese and loves trains.

BEN METZ Creative Director

Ben has 20 years experience in lead-ership positions across civil society. He leads the R&D efforts of ImpactAssets (the US’s only 100% impact investment

focused donor advised fund) to replicate in the UK and Europe. He is board member of Blue Ventures, an award-winning marine conservation organization working in the Indian Ocean. Ben recently co-founded Shared Assets to

on since 1988, including the SF AIDSWalk. And until she joined SOCAP, she worked as Conference Manager for BZ Media producing dozens of high tech conferences. Wear-ing her activist hat, Kathy founded About-Face in 1995, an SF-based non-profit that educates about the way media impacts female body image through a sassy website, class-room presentations, and culture jamming actions. She was “punked” on a Comedy Central program called Crossballs. Kathy’s interest in international affairs began as a teenager in living in Tehran, Iran during the revolution to oust the Shah, and later studying International Relations and living and working in Mexico.

FABIENNE BLANC Registrar

Fabienne, a native of France, was raised by parents who were enthusiastic early adopters of organic gardening and she ate fantastic fresh food à la “Chez

Panisse” throughout her childhood. After studying law in France, she moved to San Francisco to join her husband and raise her children. She has been SOCAP’s registrar since 2011.

HUB@SOCAP PRODUCTION TEAMTIM NICHOLS Managing Director, HUB Bay Area

Tim Nichols currently is the Managing Director for HUB Bay Area. He holds an Masters in Sustainable Development, a multi-disciplinary program which focused

on stakeholder engagement for creating a vision for a sus-tainable society. He has worked for HUB here in the Bay for 3 years and spent a year working with HUB Kings Cross in London. While in London, he also project managed the Brixton Pound, a local currency developed to strengthen the local economy and build community. He is an expert on the development of the 4th space, the concept of creating spaces that combine work life and social values for effective action at a local level. When not working on this, he enjoys writing, fly-fishing, and plays a mean game of ping-pong.

SOCAP12 TEAM


KARI GRAY Events and Logistics Officer, HUB Bay Area

Kari Gray creates vibrant, inspiring events every day at HUB Bay Area. She has organized community resource fairs, con-

ventions, meetings and gatherings for the California Emerg-ing Technology Fund, ZeroDivide Foundation, Earth Day Network, Stride Center, SFKids.org, and many other organi-zations and individuals working for a healthy, safe, prosper-ous, and equitable world.

REBECCA PETZEL Coordinator for HUB:CREATE

Rebecca Petzel is facilitating the HUB:CREATE ‘Unconference’ space for SOCAP12. She was a founding host at HUB Bay Area, and works with her team

– Groupaya – helping groups and networks take collective action to solve some of the world’s toughest challenges. Since completing her thesis on the potential of collabor-ative innovation communities to fuel social and environ-mental change in 2009, she’s been fortunate to work with inspiring networks across the globe designing experiences that unlock our collaborative potential.

SOCAP SUPPORT TEAMLINA ARIKAT, HUB Bay Area

EEDIT BAREKET, Volunteer Coordinator

RUTH BRADEN, Communications Support

MAURA DILLEY, Art Curator

ADAM ELMAGHRABY, Business Development Support

BJÖRN FALKEVIK, Livestreaming

ROB FREUNDLICH, Logistics Support

BJ HARDEN JONES, Copy Editor and Birthday Girl

SUPRIYA KALIDAS, Lead Designer

PETTER KARLSSON, Livestreaming

ANDREA KOCHENDERFER, Volunteer Coordinator

ELIZABETH KRUEGER, Main Stage Coordinator

JEFF LEIFER, Media Advisor

AARON MARET, Design Support

BERT MEIJERS, Innovation Showcase

SERENITY MLAY, Content Support

MIKE MOSS, Business Development

LINDSAY NORCOTT, Entrepreneur Coordinator

JARROD SHAPPELL, Marketplace Coordinator

JEFF SHIAU, HUB Bay Area

NICOLE SHORE, PR Manager

EIMHIN SHORTT, Logistics Support

EVAN STEINER, Impact Accelerator Organizer

CASEY TERRAZAS, Technical Director

SYLVIA VENTURA, Business Development

SPECIAL THANKSRAKESH APTE

SARA DAY EVANS

PEI-RU KO

REBECCA LAMPTEY

TRAVIS NOLAND

LYDIA SOLANGE

CAMILLE DE LA VEGA

THANKS FOR FACILITATING THE DESIGN SESSIONSLAUREL TRIPP

DAMIEN NEWMAN

TINA SANTIAGO

FRANCISCO FRANCO

RATNA DESAI

EVE BLOSSOM

KARA PECKNOLD

DAVE ERESIAN

NADAV SAVIO

SHANNON BUTLER

FIONA HOVENDON

JULIE KIM

RADHIKA BHALLA

JASMINE FRIEDL

DANI MALIK

and a very special thanks to SARAH BROOKS, Director of Social Innovation at Hot Studio

SOCAP/HUB BAY AREA MANAGEMENT TEAMTIM FREUNDLICH President, HUB Bay Area and SOCAP

Tim Freundlich is a long-time innovator in new financial instruments in the social enterprise sector, which he now applies as head of ImpactAssets. Tim – along

with Kevin Jones and Joy Anderson – were the founders of Good Capital, a holding company and impact fund manager that invests in social enterprises. Tim serves as President of SOCAP and HUB Bay Area. Additionally, he serves on the board of the global Hub Association.

PENELOPE DOUGLAS Senior Executive and Chair of the Board, HUB Bay Area and SOCAP

Penelope Douglas is Board President of SOCAP/HUB Bay Area. Previously, she founded and served as CEO of Pacific

Community Ventures, a non-profit that invests in human intellectual and financial capital for economically-under-served communities. She was also a partner in Pacific Community Ventures LLC, a community development ven-ture capital fund with $60 million in committed capital.

JENNIFER NICE General Manager, HUB Bay Area and SOCAP

Jennifer Nice is general manager of the company that produces SOCAP as well as runs HUB Bay Area: a co-working,

meeting, and community space serving more than 1000 social innovators. She also supports strategic initiatives for ImpactAssets. She has more than a decade of experience working in the socially responsible investment field where she has developed private placement products to target a variety of categories including solar energy and microcredit.

KEVIN JONES and ROSA LEE HARDEN (see above in SOCAP Production Team) also serve on the management team of HUB Bay Area and SOCAP.

SOCAP: DESIGNING THE FUTURE was produced in collaboration with our Swedish Partners:

REGION SKÅNE

BUSINESS REGION SKÅNE

MALMÖ UNIVERSITY

CITY OF MALMÖ

with special appreciation to BERT-OLA BERGSTRAND

SOCAP/EUROPE FOUNDING TEAMFRANK VAN BEUNINGEN

MARGARET MCGOVERN

KEVIN JONES

TIM FREUNDLICH

ROSA LEE HARDEN

SOCAP12 TEAM


TRANSPARENCY AT SOCAP12CHANGING 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 envi-ronmental impact that large conferences like this one gen-erally have. For instance, this year’s badge holder is fully biodegradable with zero toxic residue, and the its lanyard is made of 100% biodegradable and renewable bamboo. From consumption and waste to energy and emissions, we’ve taken steps to reduce the event’s footprint and prior-itize sustainability.

ECOTONE CREATIVE www.ecotonecreative.com

Ecotone Creative Change Agency helps organizations strengthen their messages, expand their communities, and magnify their impact with a signature approach to market-ing, operations, and design. They have supported initia-tives from Silicon Valley to the most remote villages in the world. What’s in their special sauce? They combine the effi-ciency of technology, the power of the human network, and the opportunity to have a good time. Past projects include: growing a green building conference from spreadsheets to USA Today’s front page, restructuring Laos’ biggest sustain-able tourism initiative, and building internationally scalable operations and marketing for the world’s largest clean-tech accelerator. For SOCAP12, Ecotone Creative worked closely with HUB and SOCAP staff to envision the design and floor plan for Festival Pavilion, incorporating elements to spotlight SOCAP’s entrepreneurs and sponsors, greatly expanding the HUB presence at SOCAP, and designing our most vibrant main hall to date.

FORT MASON CENTER www.fortmason.org

SOCAP12 returns for a fifth year to our dynamic water-front home at Fort Mason Center, a unique destination for thought-provoking programs, events, and organizations that support and reflect the evolving cultural fabric of San Fran-cisco. The campus is a National Historic Landmark and part of the Golden Gate National Recreation Area, the country’s largest urban national park.

SMALL POTATOES www.tinyspuds.com

Small Potatoes Catering & Events was founded in 1995 by Michael & Elaine Jennings. A Certified Green Business, and a HUB and SOCAP neighbor in the thriving Mid Market Corridor, Small Potatoes has long been committed to the principles of local, organic sustainability. SPC&E is strongly committed to the revitalization of the neighborhood: through storefront beautification efforts, tending to the basic needs of local residents, and an active food distribution program. Their philosophy is expressed in their Core Values:

» Fresh, Whole, Sustainable Ingredients

» Mutual Respect and Kindness among Staff, Vendors, Clients, and Guests

» Tasteful, Inventive, & Surprising Presentation Enlightened, Progressive Corporate Citizenship

CARBON OFFSETS TO ALLEVIATE POVERTY (COTAP) www.COTAP.org

Align your emissions with your mission! SOCAP12 attend-ees can now offset their air travel carbon emissions through Carbon Offsets to Alleviate Poverty at www.COTAP.org/

SOCAP12. COTAP enables attendees to offset your car-bon footprint for $5-$36 by connecting you to accred-ited forestry projects which create life-changing income streams for the world’s poorest people. COTAP is a reg-istered 501(c)3, making offset transactions tax-deduct-ible for U.S. residents. COTAP passes 90.9% of funds to its projects, where an estimated 60.4% reaches rural commu-nities in Nicaragua, Uganda, and Mozambique.

ONEHOPE WINE www.onehopewine.com

ONEHOPE Inc. is a social enterprise that integrates causes and impact into every business it touches. ONEHOPE has been able to expand their business and foundation due to their cornerstone product ONEHOPE Wine, of which half the profits go to a different cause for each varietal of wine sold. Since launching into the wine industry 5 years ago, ONEHOPE has developed additional products, brands, and platforms including: Hope at Home™, ONEHOPE Weddings, Craft1933, and ONEHOPE Coffee and Tea. ONEHOPE Inc. is headquartered in Southern California and has formed partnerships with notable non-profits that support many distinct causes. Some of the causes include breast cancer prevention and treatment, pediatric AIDS, Autism research and treatment, US forest preservation and protection, and ending childhood hunger. For more informa-tion, visit www.onehopewine.com and @ONEHOPEWine.

DOMTAR EARTHCHOICE’S COUGAR PAPER www.domtar.com/en/paper-products/cougar.asp

This conference guide is printed on Cougar Opaque Smooth Text Paper. Cougar is the premier member of the Domtar EarthChoice® family of products. All Cougar paper is FSC® Certified, SFI® Certified Sourcing and Rainforest Alliance Certified™. Cougar is Elemental Chlorine Free and Acid Free. Featuring 10% post consumer recycled content and certified fiber, it’s the optimal environmental choice.

SELFLESSTEE www.selflesstee.com

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

U.S. PURE WATER www.uspurewater.com

The water in Festival and Herbst Pavilions comes from U.S. Pure Water Corporation. The full spectrum water treat-ment service and sales company’s aim is to reduce plastic waste & the use of fossil fuels in the delivery and produc-tion of plastic bottles, by providing equipment that treats at the point-of-use (POU) rather than at a treatment plant far away. USPW converted SF City & County to POU systems, and is helping to green events preventing 100’s of thou-sands of bottles from landing in the waste stream.

SAN FRANCISCO CONSERVATION CORPS www.sfcc.org/recycling.html

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

TRANSPAR E NCY AT SOCAP12

SOCAP12 CON FE R E NCE G U I DE80

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SOCAP12 Program Book

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