FIREHOUSE

Design for
Social Innovation

E
F E S T I VA L PAV I L I O N
N S
Sponsor Area/ Meals
W

I N DICATES ROOMS WH E R E SOCAP11

EVE NTS AR E B E I NG H E LD

FESTIVAL MEALS
BUILDING E
CLUBHOUSE
HUB REGISTRATION
POP-UP
BUILDING D FLEET
See below for details ROOM

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

Keynotes + Quiet Work 260 C &

BUILDING C
Leveraging
Space IMPACT 370 C
See below for details
the New Media FORUM
Currency INVESTOR Money,
$

Meaning &
ROOM
$

Impact
Where the BUILDING B
Passion Meets
the Pitch

WEST PIER BUILDING A 

GOLDEN GATE ROOM

People-Powered-
Capital

BUILDING C
S E C O N D FLO O R

260 C
Green 2.0:
Sustaining People
& Planet

BUILDING D
TH I R D FLO O R FI R ST FLO O R

370 C
Polycentric
elev. Solutions: Local
in the World Technology:
Inclusive &
lav. stairs FLEET ROOM
Investable
 SOCAP11 CONTENTS

1 FORT MASON MAP

4 WELCOME
6 SOCAP INVESTMENTS
10 ENTREPRENEURS
16 CONNECTIONS
24 TRACKS
SCHEDULE
30 DAY 1

34 DAY 2

38 DAY 3

SCHEDULE DETAILS
42 DAY 1

50 DAY 2

56 DAY 3

62 SPEAKERS
71 SPONSORS
78 TEAM
82 THANK YOU
83 TRANSPARENCY
86 SCHEDULE OVERVIEW
2 SOCAP 11 CONFERENCE GUIDE
 WELCOME TO SOCAP11
We’ve got later stage companies in the room, established themselves. The time has come for us, the leaders in
investment funds who are expanding, but there are more this market, to place some bets on early stage startups
than 80 scholarshipped social entrepreneurs among so that those entrepreneurs who can launch enterprises
you. Roughly one in four have been asked to tell their that grow beyond themselves can emerge and rise up to
companies stories in our Entrepreneur Track called Where create the changes our world needs. And the best among
the Passion meets the Pitch. them will create the real investable businesses that are
lower risk and higher return, the pipeline that all the fund
Meet them, listen to their stories. Look for ways you
investors in the room are hungry for.
can help them. I especially challenge the longtime
practitioners here to talk to someone with a raw startup. While we take action, we also need to keep what we’re
They don’t know what you know, but they might know doing in perspective and remember that we’re shifting
The world around us reminds me a lot of the first time that actually has a plan and acts on it. There are the
something new. They are also inspiring and I guarantee paradigms here, we’re fundamentally changing the way
we gathered here to convene the market at the intersec- families of impact investment funds, and the emerging
you will feel more hopeful and more energized after you the world works. We need to keep top of mind that the
tion of money and meaning, in the fall of 2008. Lehman fund of funds. As Jed Emerson says, a global capital
talk to them. The gathering at SOCAP is about meeting market at the intersection of money and meaning is
Brothers had just gone under and our financial system convergence for good is underway.
the valuable stranger at new intersections. Meet the more than an asset class. It’s also the way that a global
was at risk; debt had exploded and the markets were in
SOCAP’s mission is to help create social and economic startups that are in the room. Think about ways to help movement is taking action for good. The only way it will
free fall. We said then, there is a different market system
power for the poor. And we help catalyze a for-profit them out. And then do it. reach its potential is to keep meaning at the forefront. If
arising, one that can be part of fixing the problem, not
market to make that happen. Our initial goal in creating the money takes over, we will have failed.
creating it. This is about more than just having a dialogue between
SOCAP was to show that the market between giving and
the established professionals and the startups with big The way we can have the highest impact—the most
The outlook then was similar to what we are facing now, investing was real, that it was big and that it was growing.
ideas. I’m suggesting that if the system is at risk, it’s time catalytic, game-changing, systemic impact, the way our
with the added risk of having to factor in the prospect We’ve accomplished that goal. This market is validated or
to make a lot of small bets on startups who are building lives can matter most, and be the most satisfying—is to
of short-sighted and destructive actions by government is on its way there fast. It’s easier to raise money than it
a new system. The answer to a global problem is not a keep the action unmistakably in the intersection between
making things worse or popular uprisings making was five years ago if you have a plan to use the market to
global solution, it’s polycentric solutions; lots of solutions money and meaning, with both squarely at the table when
governments seem weak and irrelevant. As traditional make a faster and bigger game-changing impact.
in lots of places. People with those solutions—things we do our deals. The market at the intersection of money
markets tremble due to deep dysfunction, as an old
Now it’s time to take the next step. Let’s get things done they’ve figured out that work in a particular sector or and meaning is not a force of nature. It’s a tool. Our tool.
system decays before our eyes, we’re glad you are
fast. Let’s fund some risky, early stage startups. They will region—are all around you. Get to know them. And it’s powerful. Let’s use it. Welcome to SOCAP11.
coming to join us to be part of creating what’s next, here
be higher risk, and they may be lower return. And it’s the Let’s get things done.
at the market at the intersection of money and meaning. This is not just a game for accredited investors, for the
thing we should do. It’s time to put our money where our
rich. Putting your money together with what means KEVIN D. JONES
With system risk all around us, it’s time to focus on mouth is, time to make things happen. The troubles in the
something to you is not just an option for those with SOCAP CONVENER
supporting the social entrepreneurs who are creating a old system as it decays means it’s time to make sense of
abundant monetary resources any more. The social
new, inclusive, and sustainable economy. The emphasis this market, find our own version of a plan, and take action.
capital market is becoming increasingly democratic. We’ve
this year is two fold.
What does this action look like, exactly? Well, the really gathered the most promising of the crowdfunding, capital
The first is making sense of the social capital market, new thing we’re bringing you this year is an unprecedented platforms for change, the people-powered powerhouses
showing and sharing the systemic roadmaps that are gathering of vetted, early stage and beyond, potentially like MicroPlace and Kiva, and promising startups like the
emerging, and showing the variety of ways we can and investable social enterprise startups who are using the Hoop Fund, where for $20 you can put your money where
are applying those approaches. The second emphasis is market to alleviate poverty and create resilient systems. your mouth is.
on seed funding, more about that later. We’ve picked some of the best startups who’ve made it
There is a glut of money that wants to have a positive
through programs like the Unreasonable Institute, Echoing
There is institutional money in the room, family offices, social or environmental impact. There are plenty of
Green, and Slow Money. And we are giving them a place to
foundations, strong, credible, public sector players here, untested heroic visionaries. But there is still a scarcity of
tell their story at SOCAP11.
like Elizabeth Littlefield of OPIC—a government agency social entrepreneurs who can build something beyond

4 SOCAP 11 CONFERENCE GUIDE WELCOME 5

 INVESTMENT AT SOCAP11

THE SOCAP11 MONEY + MEANING Calvert Foundation and MicroPlace have partnered to
make participation easy:
Rise to the challenge. Make a
healthy difference. Invest today.
INVESTMENT CHALLENGE » G o to www.microplace.com/freshworks & open * Investment is made via a targeted Community Invest-
a MicroPlace account
Did you know? For over one million California residents, ment Note issued by Calvert Foundation & offered by
access to fresh produce is more than a 20-minute drive »M
 ake an investment* MicroPlace, Inc., member FINRA/SIPC. Offers .5% inter-
from their homes. In these “food desert” neighborhoods, Start as low as $20, or invest as much you like. est and matures 7/15/2012. Investment is one of many
higher rates of obesity, diabetes, heart disease, cancer and offered on www.microplace.com, some with more attrac-
many other chronic illnesses are a fact of life. »  tart earning a return
S tive terms. Investments are not guaranteed and you could
lose money. You should review the prospectus carefully
That’s why the California FreshWorks Fund was cre- The challenge ends September 23rd, so don’t wait to
before investing.
ated—to increase access to healthy food in underserved make your investment!
communities, spur economic development that supports
healthy communities, and inspire innovation in healthy
food retailing.

This unique fund represents a terrific opportunity for

SOCAP11 attendees to demonstrate the possibilities of
people-powered capital—enabling everyday investors to
combine money with meaning to create transformational
change.

Our challenge? Raise $100,000

to support this innovative,
transformational fund.

6 SOCAP 11 CONFERENCE GUIDE INVESTMENT AT SOCAP 11 7

 1 A
 SHWINI NARAYANAN / General 2 DANA SCHMIDT / Compliance

What brings these people together? Manager Impact investing allows me to apply my
Every time I encounter someone who is education and skills in traditional finance
a MicroPlace investor, I meet what is the to causes that matter to me…Sitting in a
best in them: their humanity, generosity, yurt in Kyrgyzstan listening to borrowers

THE DESIRE TO GROW and compassion. explain how microfinance helped them re-
build their lives after the fall of the Soviet

A MOVEMENT THAT
Union- that’s why I come to work every
day!.

3 G ILES CASSELS / Marketing

MicroPlace gives me the opportunity to

LETS EVERYONE
directly address the economic and social
inequality I first observed as a child, pick-
ing oranges alongside migrant workers in
2 my family’s Florida citrus groves.

INVEST FOR GOOD.

At MicroPlace, we don’t accept a world where half the popula-
1 4 M EGAN FIELDING / Business Develop-
ment
I do what I do because somewhere along
the line, I realized it was what I was meant
to do: connect humanity and create
tion is mired in poverty, where access to financial support and means for positive change.
community services is just a wish. And we’re teaming up with 3
5 S UGANDHA PARTHASARATHY /
smart investors to do something about it. That’s why we’re at
Product Development
SOCAP—we believe that change begins with the individual,
When I made my first investment, and
and when individuals join together to form a movement, that
then when I joined MicroPlace, I realized
change becomes truly transformational. We’re building a com- 7
my aspiration to make a direct impact in
munity of impact investors who want their money to do good alleviating poverty through my job.
not just for them, but for those in need as well. People who
want to do more than just invest, who want to be invested. In 6 FLAVIA ROMERO / Social Media
change. In opportunity. In making a difference. We can’t wait to 5 MicroPlace was the first organization I
welcome you to this growing community. encountered bold enough to believe indi-
viduals could change the world by fusing
their passionate will to end poverty with
the efficiency found in investments.

4 7 R
 ON KIKER / Community Engagement
MicroPlace is a rewarding opportunity
6 for me to share my personal passion for
investing with others, and to be part of
a dedicated community of investors who
want their money to have meaning.

BRINGING PEOPLE TOGETHER TO MAKE CHANGE

 ENTREPRENEURS AT SOCAP11 NAME

Shereef Bishay #

Daniel Blake
ORGANIZATION

BetterMeans

EcoScraps
WEBSITE

bettermeans.com

ecoscraps.net
COUNTRY

US

North America

Bijal Brahmbhatt Mahila Housing SEWA Trust sewahousing.org India

Khalida Brohi Participatory Development pdi.org.pk Pakistan
Initiatives
Latricia Buckner IMPACT St. Louis impactstl.org US

Boris Bulayev * Educate! experienceeducate.org Uganda

SOCAP is proud to announce it has given scholarships Amy Cagle +* DayOne Response www.dayoneresponse.com US
Richard Hall, Intel Corporation
to more than 80 individuals from more than 20 countries
George Scharffenberger, UC Berkeley Jon Casto # Rise Solar risesolar.com Sub-Saharan Africa
coming to share their solutions at this year’s gathering.
Bernadette Maya Chorengel, Elevar Equity Rana Chang House Kombucha housekombucha.com US
SOCAP would like to thank the following people and orga-
nizations for their contributions to the Entrepreneur’s Fund. Ross Baird, Village Capital Rachael Chong Catchafire catchafire.org US
Generous contributions from sponsors and supporters In addition, SOCAP would like to thank Stewart Craine * Barefoot Power barefootpower.com Australia
make this effort possible each year. University Impact Fund, Lewis Hower and Solidarium solidarium.com.br Brazil
Tiago Dalvi *+
Patrick Mullen, for their coordination of
the selection and communication with Elizabeth Dearborn Davis Akilah Institute for Women, akilahinstitute.org Rwanda
Rwanda
this inspiring group of individuals.
Patrick Donohue #+ Hoop Fund hoopfund.com US
Melanie Edwards Mobile Metrix mobilemetrix.org Brazil
Juan Fermín Rodríguez + QUETSOL quetsol.com Spain
# Denotes a scholarship for being a part of Hub Ventures;
Scot Frank * One Earth Designs oneearthdesigns.org China
* Denotes participation in the Innovation Showcase;
Eden Full Roseicollis Technologies n/a Sub-Saharan Africa
+ Denotes that this entrepreneur will be participating in
the Entrepreneur Pitch Sessions. Viera Funjika * Zambikes zambikesint.com Zambia

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

NAME ORGANIZATION WEBSITE COUNTRY
Thomas George Vipani vipani.org Kenya
Firas Ahmad Emergence BioEnergy Inc. emergencebioenergy.com Bangladesh
Kohl S. Gill # LaborVoices laborvoices.com US
Brahm Ahmadi + People’s Community Market marinsunfarms.com US David Grosof OptiOpia, Inc. optiopia.com South Asia
Slim Trader slimtrader.com Kenya Saba Gul * Bags for Bliss bagsforbliss.org Pakistan
Femi Akinde *
Dan Ancona # DemDash demdash.us US Parag Gupta Waste Capital Partners wastecapitalpartners.com India

Santiago Halty * Senda Athletics sendaathletics.com US

Konrad App * Stima Systems stimasystems.com Kenya
Sameer Hajee Nuru Enervy Pvt Ltd nurulight.com Rwanda
Jason Aramburu re:char re-char.com Sub-Saharan Africa
* Christopher Hamman Waste To Watts waste2watts.org Central America &
Jonathan Attwood # Zamzee zamzee.com US Caribbean
David Auerbach + Sanergy saner.gy Kenya Dana Harvey + Mandela Foods Cooperative mandelafoods.com US

Will Austin * Institute for Affordable drivebuv.org Ghana

Transportation   William Haughey  +* Tegu tegu.com US

10 SOCAP 11 CONFERENCE GUIDE ENTREPRENEURS AT SOCAP 11 11

 NAME ORGANIZATION WEBSITE COUNTRY NAME ORGANIZATION WEBSITE COUNTRY

Claire Herminjard + Mindful Meats mindfulmeats.com US Rob Schuham * Common Colaboration Challenge common.is US
Sandra Hirschberg Green Breakfast Club greenbreakfastclub.com US
Sameer Segal Artoo IT Solutions Pvt Ltd artoo.in India
Myshkin Ingawale  * Biosense Technologies biosense.in India
Rustam Sengupta Boond boond.net India
Alla Jezmir + EGG-energy egg-energy.com Tanzania
‘Gbenga Sesan Paradigm Initiative Nigeria pinigeria.org Nigeria
Elizabeth Johansen Design that Matters designthatmatters.org East Asia & Pacific
Remi Kanji Social Asset Measurements (SAM) socialassets.org North America Aniruddha Sharma Carbon Clean Solutions carboncleansolutions.co.in India

Emily Kerr + Liga Masiva ligamasiva.com US Ujala Shanker Stitches thestitches.info India

David Ketchum  * Mission Resource International missionresource.org US Manoj Sinha Husk Power Systems huskpowersystems.com India
Ben Knelman Juntos Finanzas n/a US
J. Greg Spencer The Paradigm Project theparadigmproject.org East Africa
Cynthia Koenig * Wello wellowater.com India
Anoj Viswanathan Milaap.org milaap.org India
Kalsoom Lakhani Invest2Innovate (i2i) invest2innovate.com Pakistan
Stig Westling + Skip to Renew skiptorenew.com US
Toan Lam Go Inspire Go goinspirego.com US
Jamie Yang EGG-energy egg-energy.com Tanzania
Jihye Lee Organization Yori orgyori.com South Korea
Nandu Madhava mDhil mdhil.com India Anna Young Green Channel rvmchina.com.cn China

Gaurav Manchanda One Degree Solar onedegreesolar.com Liberia Moshe Zilversmit # Evolving Technologies evolvingtechnologies.org US
Toni Maraviglia M-Prep (and Bridge Beyond) mprep.co.ke Kenya
Jen Medbery + Drop the Chalk kickboardforteachers.com US
Chris Melançon # Spyglass spyglassbio.com US

Colin Mutchler #+* LoudSauce loudsauce.com US PLEASE WELCOME THE NEXT GENERATION!
We are thrilled to have in our midst youth from Juma Ventures, an innovative and award-winning youth development
Lloyd Nimetz # RippleQ rippleq.com US
program that combines employment in social enterprises, college preparation and asset building within a highly integrated
Mohamed Ali Niang *+ Malo Traders LLC malotraders.com Mali
case management framework. Juma’s overall goal is to provide a support system for underserved youth to help them earn
Ari Olmos # NextDrop nextdrop.org US a four-year college degree.

Maria Pacheco + Kiej do los Bosques kiejdelosbosques.com Guatemala

Pamela Bandyopadhyay Inspire Medical inspiremedical.org South Asia
Pavkov *

Catlin Powers * One Earth Designs oneearthdesigns.org China In 1993, Juma Ventures (www.juma.org) became the first nonprofit organization to own and operate a commercial
Byoearth byoearth.com Guatemala franchise—a single Ben & Jerry’s Ice Cream Shop that provided a handful of jobs to homeless youth in San Francisco.
Maria Rodriguez *
Since then, Juma has grown from a job-training and placement program serving 25 youth to a nationally-recognized youth
Daniel Rosen * Solar Mosaic solarmosaic.com US development organization operating seven social enterprises in three cities. Juma has employed more than 2,800 young
CO2 Bambu co2bambu.com Haiti & Nicaragua people who have earned $3 million in wages and saved more than $2 million for higher education. Juma has received
Ben Sandzer-Bell *+
numerous awards for its work including the National Youth Employment Coalition’s PEPNet Award and a Community
David Schafran *+ Netra eyenetra.com US Achievement Award as the national organization of the year from the Social Enterprise Alliance. In 2011, Juma secured a
multi-year, multi-million dollar commitment from BlackRock to scale its financial capability program into New York City.
Elizabeth Scharpf Sustainable Health SHEinnovates.com Rwanda
Enterprises (SHE)

12 SOCAP 11 CONFERENCE GUIDE ENTREPRENEURS AT SOCAP 11 13

 1 W
 ELLO / www.wellowater.com 2 BIOSENSE
 / www.biosense.in

What brings these companies together?

The WaterWheel was designed to alleviate the ToucHb solves the problem of undiagnosed
problems associated with lack of easy access anemia and enables effective treatment moni-
to water. It’s smart design makes it possible toring, by providing prick-free, point-of-care

THEY EACH ARE OFFERING

to collect 25 gallons of water- five times the testing for anemia with a novel non-invasive,
amount possible using traditional methods - in hand-held, mobile based technology.
less time and much more easily.

SOMETHING NEW AND

3 r e:char / www.re-char.com
With the Rutuba kiln, farmers can produce up
to 5 tons of biochar in one year from commonly
available agricultural waste. Biochar can be
burned in existing stoves as a substitute for

IMPORTANT TO BUILD
wood charcoal (the leading cause of deforesta-
tion). Biochar can also be used as a potent soil
amendment, improving nutrients, water retention
and crop yield.

A BETTER WORLD.
4 S
 OLIDARIUM / www.solidarium.com.br
2
The Solidarium Duffel Bag is a re-use product
made out out of Upcycled Seat Cushions and
1
Upcycled Seat Belts from the Automobil indus-
try FIAT. Design by: NóDesign for Solidarium.
SOCAP11 is pleased to present the Innovation Showcase, powered by
Halloran Philanthropies. 5 B
 .U.V. GHANA / www.buvghana.com
The Basic Utility Vehicle is a vehicle for change.
Halloran Philanthropies recognizes social entrepreneurs as powerful This affordable, low-maintenance vehicle meets
catalysts for social change who create innovative business ventures 3 the challenging rural transport requirements of
serving the community. Halloran Philanthropies applauds the many developing nations, creates economically sus-
tainable transportation, lowers transport costs,
social entrepreneurs who advance business solutions that focus on
stimulates economic activity, and increases rural
poverty alleviation through income generation, education, housing and access to social services.
health. We salute the outstanding leaders of incubator and accelerator 7
6 D
 AYONE RESPONSE /
organizations who are in the business of identifying, supporting and
www.DayOneResponse.com
funding emerging social entrepreneurs and their transformative ideas
DayOne Response is addressing the global need
for social change. for emergency drinking water through the Day-
5 One Waterbag™. The low cost, compact size,
The Innovation Showcase, with inspiring entrepreneurs from all over and ease-of-use make the Waterbag suitable for
the world, will be exhibiting their ventures and products to the SOCAP distribution on a massive scale. The Waterbag
community throughout the entire conference but but there will be a enables relief operations to provide decentralized
party celebrating it the evening of September 8. water supply to more people, more rapidly, and
requires fewer personnel.
6 4 7 S
 ENDA ATHLETICS / www.SendaAthletics.com
Senda is a Fair Trade Soccer company that
makes authentic and durable soccer balls and
equipment, with designs and styles inspired by
players from around the world. Fair Trade certifi-
cation involves independent auditing of factories,
BRINGING PEOPLE TOGETHER TO MAKE CHANGE to ensure that workers are paid fair wages for
their labor, and enjoy proper working conditions.
 CONNECTIONS AT SOCAP11 » P ersonalize your own schedule
The Pop-up Hub at SOCAP11 is just a taste of the
dynamic work environment that the Hub creates daily in
25 cities around the world, and it features: For web and mobile access: socap11.pathable.com
4 N AVIGATING the Conference Grounds
» D esignated meeting space and dynamic mediums for Hub Hosts can help you parse the dense program
brainstorming and idea creation
content to find the place you need to be and when you
»  ot desks for checking your email and getting work done
H need to be there. If you need help sorting through con-

» P rofessionally hosted environment with Hub Hosts avail- ference details visit the Hub Pop-up in Festival Pavilion
able to help you meet your various needs at SOCAP11 or ask the volunteer stationed at the Information Desk
in front of either Festival or Herbst Pavilions.
Hub Hosts are specifically trained to assist you in ways:

1 TRANSLATING Jargon and Language

Whether you are struggling to understand insider lingo LEARNING COMMUNITIES

or looking for help translating a specific phrase to your Another exciting way of navigating the event is by joining

language, Hub Hosts will be able to assist you or point one of the learning communities that have emerged around
SOCAP11 BRINGS PEOPLE TOGETHER you in the right direction. Don’t be shy: ask a Host to SOCAP11. Great partners like Foundation Source and
SOCAP is a place to meet unlikely allies. A Wall Street Criterion Ventures are helping specific communities find
help explain any terms that are unfamiliar to you.
banker meets a corner store baker; rural agricultural their way through all of the great content at SOCAP!
2 C ONNECTING with the Online Networking Platform
technologists meet international development policymak-
ers. It’s the power of connection and the ability to meet SOCAP11 is a place to meet your next partner, project,
the valuable stranger in the room that makes SOCAP so investor, collaborator, or friend in the social capital A UNIQUE SOCAP EXPERIENCE FOR
market, and this year we present an online networking PRIVATE FOUNDATIONS
interesting and rich.
platform that provides you the opportunity to do the
With a number of meaningful platforms to find others who following:
may overlap with your efforts—and hopefully some unex-
»
Making More Foundations Great Foundations™
Search your fellow attendees by name, organization,
pected collaborators that you might miss at first glance— location, tags Are you a private foundation trying to navigate the vast
SOCAP11 provides the tools you need to help you locate world of Social Capital Markets? Join your peers in a
» View your Twitter and LinkedIn contacts in attendance
existing partners and expose yourself to new friends with curated conference experience guided by Foundation
new ideas.
» Start conversations on topics of interest
Source Philanthropic Directors Sharon Schneider and
» View relevant news feeds
Berit Ashla.
POP-UP HUB » Connect with fellow attendees through
» C onnect with like-minded philanthropists before,
VOLUNTEERS The Hub is a local and global habitat for direct messaging
during and after the conference to optimize your
This year we welcome more than 60 volunteers who will social innovators to collaborate, access
» Find attendees with interests similar to yours learning experience
act as your guides to the gathering. These individuals are market opportunities and capital, build
not your average volunteers. Inquisitive grad students and community, scale ideas, and connect with a global net-
» Ask questions beforehand and get in online » D on’t just hear experts from the stage—get in-
conversations with moderators and panelists. troduced to key contacts and start building your
career changers, inspiring entrepreneurs, and knowledge- work of 5000 Hub members. This year 16 Hub Ventures
able social enterprise staff—these individuals are people entrepreneurs are represented at SOCAP11. Your visit to For web and mobile access: socap11.pathable.com network in the social capital space

that you’ll come in contact with for years after the confer- San Francisco isn’t complete without a visit to Hub SoMa, 3 E XPLORING the Conference Agenda » A sk questions, exchange thoughts and share
ence is over. located conveniently at 901 Mission in the historic San With more than 40 panels and 250 panelists at SOCAP11, insights in a comfortable environment with other
Francisco Chronicle building near the Powell Street BART you are bound to discover the right content for you. private foundations to shape your overall philan-
Spot them with their blue t-shirts with the SOCAP ‘mean- station. Return your conference badge to the Pop-up Hub Our online attendee network enables you to: thropic strategy moving forward
ing heart’ and feel free to ask them logistics and schedule at the end of the conference for a free 1-day pass to Hub » View sessions by day, track, and panelist
There is no charge to be part of this unique learning
questions. They’ll be happy to help! SoMa or Hub Berkeley. » View panelist profiles

16 SOCAP 11 CONFERENCE GUIDE CONNECTIONS AT SOCAP 11 17

 community. To join us, RSVP to Berit Ashla at SOCAP attendees. These montages will be seen in real
[email protected] or Sharon Sch- time on our website, Facebook and Twitter. We’ll choose
neider at [email protected]. some of the most inspirational quotes for main stage http://www.facebook.com/socialcapitalmarkets
vignettes. Want to get your voice out to your peers? Find
one of the VYou booths located in both Festival and
CRITERION VENTURES JOINS CHURCH FOLKS Herbst Pavilions and record away! http://linkd.in/SOCAP11
WHO WANT TO CONNECT AT SOCAP11

SOCAP11 DAILY UPDATES SOCAP11 LIVESTREAM

SOCAP11 will include scores of exciting announcements
What happens when money meets meaning? This same All Cowell Theatre sessions will be streamed live from
and we don’t want you to miss any of the big news. Each
question, which has driven increasingly large and diverse SOCAP11 and archived after the event. If you miss a
day, our attendees will be able to receive a daily update
groups of people to SOCAP conferences for the past capital market, to better understand what philanthropy Cowell session, want to watch again, or even to suggest it
with each new deal, the major events of the day, and a
three years has also animated conversations in church and impact investing can learn from each other to build to someone not in attendance at SOCAP11, we will have
round-up of the sessions via blog, Twitter, and video.
basements and Sunday school classes for generations. better markets for good. made these available for you on our website.

To help connect these two conversations Criterion Ven-

tures is partnering with SOCAP11 to create a curated
Liquidnet is helping to map efforts towards this conver-
gence through the Spectrum of Markets map, a large
CONNECT WITH SOCAP11 SOCIAL MEDIA View livestream here: socialcapitalmarkets.net/
socap11-livestream/
SOCAP process for individuals coming from a church visual display of the social capital landscape located in the Social media can be used as an online extension of the
background. Criterion has ten years of experience main Festival Pavilion at Fort Mason. With Liquidnet “Car- conversation, as well as a reporting mechanism for the
working with church and the social capital marketplace, tographers” as your guides, you’ll be able to learn more thousands who will be following SOCAP11 online. Help CONFERENCE CURRENTS:
and has begun to form a broader community around its about where you fit and even place yourself on the map! us share learnings, thoughts, ideas, and questions from CURRENCIES THAT MAKE THE VALUE
focused initiative, Church as an Economic Being. People SOCAP11 by utilizing social media. Here are a few ways:
from Criterion are acting as docents for a group of fellow
In addition, Liquidnet is focusing special efforts towards AT SOCAP11 VISIBLE
philanthropy and its importance in the spectrum of mar-
travelers, bringing knowledge of the event and relation-
kets. If you’re particularly interested in how philanthropy
ships with its leaders to provide an experience that
intersects with impact investing, in the conference @SOCAPMarkets and #SOCAP hashtag have become
facilitates community, perspective and time for reflection.
schedule you’ll find specific sessions marked “Philan- major sources for news in the social capital market space.
If you are intrigued, want to join, or would like more thropy: Presented by Liquidnet.” Make sure to follow them so you don’t miss a beat! Why Conference Currents? While a conference acts as a
information you can email martinez@criterionventures. marketplace of ideas, deep value resides in the connec-
#SOCAP11
com or stop at the Information desk at the front of either
Herbst or Festival Pavilions and ask how to connect with WANT TO BE ON THE MAIN STAGE AT SOCAP11? Track Hashtags (use in conjunction with #SOCAP11):
tions, idea development, insights, innovation, and projects
you encounter. This value often disappears after we leave
the Criterion Group. We are partnering with VYou to capture the spirit of » Design for Social Innovation / #d4si the event because we don’t make it more tangible than
SOCAP. VYou is helping us create video montages of » Technology: Inclusive & Investable / #tech a stack of business cards that quickly lose their context.
» Polycentric Solutions: Local in the World / #local Conference Currents provides tracking and coherence for
THE SPECTRUM OF MARKETS » Green 2.0: Sustaining People & Planet / #green these “intangible” value streams, enabling you to maximize
PRESENTED BY LIQUIDNET / http://www.liquidnet.com
» People-Powered Capital / #PPC the real wealth of the conference experience, even after
» Money, Meaning & Impact / #MM! you go back home.

» Art at SOCAP / #art HOW IT WORKS: Conference Currents brings attention to the
Many have recognized a “Coming Capital Convergence” » Leveraging the New Media Currency / #media ideas and innovators that attract attendees. It uses simple
in which effective and efficient capital allocation will
» E ntrepreneurs: Where the Passion meets the Pitch / score-cards to track participants, their ideas, and ratings
help achieve shared social goals. Liquidnet is partnering #pitch of those ideas based on innovation, impact, and feasibility.
with SOCAP to examine the full spectrum of the social
»W
 ild Card track / #wild Participants who get the best feedback and attract the

18 SOCAP 11 CONFERENCE GUIDE CONNECTIONS AT SOCAP 11 19

most attention will be featured on the SOCAP website fol-
lowing the conference. These are the people we know you
large (14’ x 9’) which along with the history of abstract
expressionism is a reference to the “macho” and manhood
OPEN SPACE
Every year SOCAP’s third day has been structured as an
want to hear more from! Everyone using Conference Cur- in contemporary culture.
unconference, using a process called Open Space. Partici-
rents also gets a transcript of their connections and ratings
SOLAR LIGHT INSTALLATION BY NOKERO pants have loved it, many leave saying that these sessions
which are linked to their profile on Pathable (our online
http://www.nokero.com/ were the place where they learned the most.
community platform) for easy follow up post-conference.
Nokero (short for “No Kerosene”) is a fairly new, for-profit In Open Space, participants propose topics for sessions.
Play with us! This is a pilot; Conference Currents launches
venture that designs solar technology solutions for poor, People interested in those topics attend those sessions.
at the next SOCAP. The Conference Currents table will
rural, off-grid communities across the developing world. The process is only marginally more complicated than that,
be in Festival Pavillion, where experts and volunteers can
and it leads to great discussions, chance meetings that
show you how how fun and engaging it is to use curren-
might not have occurred and more.
cies to track, measure, and collectively create deeper and soundscapes and questions leading people into profound
more lasting value in our coming together. and compelling explorations of how we source, relate to, This year we’re mixing the Open Space into the conference
Learn more at ConferenceCurrents.com and measure ourselves and our actions in this infinitely and itself. At the opening plenary, we’ll explain how the Open
delicately complex web of interconnected biological systems Space will work. Then twice a day we’ll self-organize, giving
ART AND EXPRESSION SPACE we call our world. The purpose of this work is to clarify and us time to dive more deeply, together, into issues that mat-
pave new ways forward toward a vibrant, just and sustain- ter to us. Then we’ll head back to the regular sessions and
Enhancing the overall SOCAP11 experience—by both cu-
able human presence on the planet. Self Worth debuted at learn more.
rating art exhibits and providing ways for attendees them-
the Burning Man Festival in 2008 as “Self -Evidence”.
selves to draw, paint, sculpt, or create a physical model—we We invite you and all our attendees to host your own
are leveraging art and kinesthetic modeling to layer learn- “FLUX1” BY SKIP CULLEN session to address issues that arise on the spot, continue
ing and sharing, and create conditions for epiphanies. By [email protected] conversations that are left unfinished, frame issues in a
providing full-spectrum learning experiences through the different way than a SOCAP11 session did, and talk about
All of the above exhibited pieces are available for pur-
visual arts and the Show Me Stations, can we increase the This large piece attempts to literally and visually map the
chase directly from the artists. the things that matter most to you. If you have a topic that
likelihood that SOCAP11 participants will learn deeply and causes of the 2008 recession. It is an attempt to under-
you want to propose, our facilitator–Jerry Michalski–will
collaborate on emerging thought? Let’s find out together. stand the complexity of the financial system, its interrelated The Art and Expression Space at set the stage for introducing ideas during our marketplace
parts, and how recessions occur. “I enjoy the audacity of SOCAP11 was curated by Maura
SHOW ME STATIONS
session on Wednesday afternoon.
knowing that the act of mapping it is futile but is done Dilley. Maura offers leadership
Show Me Stations are portals—designed by Maura Dilley— anyway. Everyone can relate to being a part of a larger development services for social Friday afternoon, even during tear-down of the conference,
through which people can pull ideas into the physical world. system out of their control,“ says the artist. This imagery is innovation. She specializes in de- we are hoping that people will hang around and continue to
They provide a relief point for fatigued verbal descriptions also juxtaposed against explosions, weather patterns, and signing tools and environments for participate in self-organized conversations. This ‘after party’
that need density and shape to be understood, shared, and abstract expressionist references. The painting is also quite collaboration within the sustainability will be hosted by the Pop-up Hub staff. SF Off the Grid and
enhanced. Attendees are encouraged to use these kiosks community. Maura works with her hands and face-to-face. nearly 30 of their popular food trucks will be at Ft. Mason
(which deliver creative materials such as clay, paper, glue, She believes in the transformative power of humor, cre- for people to purchase food and drink, and perhaps even
markers, pipe cleaners, and gizmos) to prototype, model, ativity and self-organization. If you spend a day with Mau- provide a little music for listening and dancing enjoyment.
and create illustrative examples of their ideas. ra, expect to think, move, draw, speak, listen and laugh. About our facilitator
Maura holds a bachelor’s degree in International Relations Jerry Michalski is the founder of REX, the Relationship
“SELF WORTH” BY JONATHAN WEISBLATT
and a master’s of science in Strategic Leadership towards Economy eXpedition, a private, collaborative inquiry into
www.oneselfportrait.com
Sustainability. She lives in San Francisco, CA. the next economy. More broadly, he is a pattern finder,
Self Worth is a carefully sculpted environment at the
lateral thinker, Gladwellian connector, facilitator and
THANK YOU TO INTERSECTION FOR THE ARTS
geographical center of SOCAP11 in which the participant
explorer of the interactions between technology, society
can find peace and space for reflection, centering and con- Thanks to our partner, Intersection for the Arts, for helping
and business.
textual renewal. The work is composed of serene signposts, to bring art into the market at the intersection of money
and meaning. www.theintersection.org
20 SOCAP 11 CONFERENCE GUIDE CONNECTIONS AT SOCAP 11 21
 1 R
 EBECCA PETZEL / People-Powered

What brings these people together?

Capital track
Rebecca has managed crowdsourcing
initiatives for big corporations and small
startups. Dedicated to empowering our

THEY HAVE THE KNOW-HOW TO DEVELOP collective intelligence, she’s worked in

online communities for three years.

CONTENT THAT
2 LIZ KRUEGER / Green 2.0 track
Liz is a mid-career professional and stu-
2 dent of sustainability working on her own
career transition to Green 2.0. She has a

WILL EDUCATE
passion for solutions that are restorative
for people and planet.

3 B EN THORNLEY / Money, Meaning &

AND MOTIVATE
1 Impact track
Ben is Director of InSight, the thought
leadership practice at Pacific Community
Ventures. He is excited to link the many
worlds that comprise social capital and
SOCAP’s track leads are on the cutting edge of where the impact investing.
conversation in the market is going in each of their sectors;
3 4 FIONA HOVENDEN / Polycentric Solu-
from Green 2.0 to crowdfunding, from Impact Investing to
tions: Local in the World track
design for social innovation, they have gathered the speakers
Fiona has spent 20 years researching how
who have the most to say and the greatest results to show;
we change to navigate crisis and embrace
the thinkers and the doers who are making a difference. possibility. Her Collective Invention con-
6
sultancy uses holistic diagnostics, theater,
futures thinking, and scenario develop-
ment to enable clients to explore future
options.

5 SARAH BROOKS / Design for Social

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

6 J ESSICA MARGOLIN / Technology:

Inclusive & Investible track
Jessica is an impact investment analyst.
She loves the transformative potential of
BRINGING PEOPLE TOGETHER TO MAKE CHANGE technology and data.
 TRACKS AT SOCAP11 DESIGN FOR SOCIAL INNOVATION
The most effective social innovations are the result of careful design within
a cultural context. That’s a skill that can be learned. Explore tools and stories
related to system, service, product and business design. Follow the sequence
of a design process through the phases of research, synthesis, concept
development, prototyping, iteration and funding; Dive into tools and stories
related to system, service, product and business design; and participate in
case study presentations, discussions and hands-on activities to help you
apply design methodology to your projects.

Our goal for SOCAP has always been to build and inspire creating templates for global problems? How have we Curated by Sarah Brooks, Hot Studio
a community to come together, share their stories and moved past ‘doing no harm’ into infusing good into supply Assisted by Christina Tran, AC4D
expertise, and help create the partnerships, investments, chains? How is media making a difference in spreading the
My name is Sarah Brooks, and I’m the Director of Social Innovation at Hot
and donations that get important things done. This year, we message of social action? Above all else, how are we—as
Studio and founder of Networked Culture, a design strategy consultancy.
are asking big questions and hearing bold answers. What a community—making sure that social entrepreneurs are
are new technologies helping to change the way we create getting in front of the right partners to realize the true At Hot Studio, we are a team of designers and engineers who work with
impact? How are we strategically looking at systems to potential of their enterprises? social entrepreneurs, business leaders, innovative organizations and
design for more effective initiatives? How are our on-line emerging companies to help amplify their impact. Since 2000 my work
We have the questions. We believe we all have the has focused on designing products and services that support emergent
lives changing our off-line actions? What is the interplay of
answers. Thank you for joining us on this journey. community. This has included peer-to-peer open collaboration, the creation
public and private sectors in the wake of turbulent times in
governments around the world? Where are local solutions of value networks, and the use of rich media to spark debate and share
ideas. I’m excited to be curating the Design for Social Innovation track at
SOCAP 11. I hope to see you there.

LEVERAGING THE NEW MEDIA CURRENCY

Modern media is no longer simply the newest, shiniest vehicle to disseminate TECHNOLOGY: INCLUSIVE AND INVESTIBLE
information: it’s become the way we measure and express who we are and
Many challenges face the world, and some situations are getting worse so
the meaning of our lives. Technological advances continue to connect us at
rapidly that viable solutions seem daunting. In this track we explore
a scale previously unfathomed, transforming mass communication into mass
participation. Join us as we explore new models in the wake of this shift and (1) how technology can be used to bring about systemic change,
address the shrinking gap between social and financial capital. quickly, as well as

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

Curated by Jeff Leifer, Circadian Media Lab
Transformative change begins with a shift towards harmonizing our business Curated by Jessica Margolin
and life goals. At Circadian Media Lab, we are committed to bringing Assisted by Avary Kent, HIP Investor
about this meaningful change in culture through authentic engagement. I’m Jessica Margolin. For over two decades, I’ve been intrigued by the way
From engineering digital media to sharing transformational stories, CML is different “sectors” of our economy fit together. How is the home related
stretching towards this horizon. I was proud to be among the earliest voices to the community and the workplace? How do for-profits and non-profits
advocating socially responsible finance and still consider that a driving force complement each other? If someone has a bad day at work, does that affect
in my life. I’ve had the privilege of working at the intersection of media, the efficacy of the school system? If we created a person-centric model of
finance and technology for more than three decades – and I’m still learning the economy (like a carbon cycle or a water cycle) how might that inform the
how to frame the big questions facing social capital today. way we think and feel about our lives?

24 SOCAP 11 CONFERENCE GUIDE TRACKS 25

 All these different sets of information interact. As a social entrepreneur, Our shared interest in a sustainable, equitable economic future is at stake.
I’ve seen the potential of building products around access to information How can we help you, and you help us, to make capital social by nature?
and technology. As an impact investment analyst, I enjoy the scale.
Curated by Ben Thornley, InSight
Assisted by Meredith Willa, Pacific Community Ventures

PEOPLE-POWERED CAPITAL I’m Ben Thornley, Director of InSight, the thought leadership practice at
Sponsored by MicroPlace Pacific Community Ventures — a growth equity manager deploying $60
Within this track, we investigate how on-line and off-line democratizing trends million to high-potential companies in underserved communities in the US.
are disrupting the capital markets. With platforms like IndieGoGo, MicroPlace, My work includes building a global network of researchers, investors and
and Kiva, an individual can invest as little as $20 to make a change in the public officials focused on the critical role of government in growing impact
world. Together, all of us can make a bigger difference than just the rich and investing, supported by The Rockefeller Foundation, and consulting to the
philanthropic few. Join us to explore ways entrepreneurs are giving us tools largest pension fund in the US, CalPERS, on the social impacts of the over
that use our individual and collective power to make an impact through crowd- $17 billion it invests in California.
funding and collaborative, shareable commerce. I am excited to use this track as an opportunity to link the many worlds that
comprise social capital and impact investing markets in the US and to highlight
Curated by Rebecca Petzel, Groupaya
the collaborative ideas and experiences from which we all can benefit.
Assisted by Avary Kent, HIP Investor
I’m Rebecca Petzel and I work with Groupaya: a new kind of consultancy
where we empower groups of people to realize their collective intelligence POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD
and maximize collective impact. Since 2008 I’ve been studying how on-
The way to solve a global problem is not with a centralized, global solution; it’s
line, collaborative communities are out-performing and supplanting our
with polycentric, local solutions everywhere they are needed; urban and rural,
old institutional paradigms in efforts to save the world. I’ve helped set
unique but replicable.
up and manage new crowdsourcing communities, and worked with large
We will be exploring the multiple centers of action that must be aligned for
corporations to help them move past old institutional models towards open,
local communities to (re)generate themselves as thrivable, livable places. We
collaborative working styles.
will look at systems of food, housing, and capital flows, as well as ways in
My work is all about creating people-powered mindsets, and no where is this
which we build resilience in ourselves and our communities. We will also look
more needed than in the capital markets. I’m excited to explore the future of
at the ways in which by local action can create sustainable communities built
People-Powered Capital and how we can create a movement to take impact
on mutually accountable, interactive systems.
investing to the next level, together.
We will also use ‘living case studies’, and the Eco-cities framework, to ground
each discussion with interactive ‘mini solution sessions’. Let’s bridge the divide
MONEY, MEANING, & IMPACT between the developing and developed world, and learn from one another.

Discover social entrepreneurs who can and are changing the world, and those Curated by Fiona Hovenden
who support them – investors, foundations, and government – particularly here I’m Fiona Hovenden, curator of the track Polycentric Solutions: Local in the
in the United States.
$

World. I’m an ethnographer by trade and inclination. I have spent the last twenty
Focus on connecting the best business and project ideas to innovative capital years researching and documenting how individuals, groups, and organizations
solutions, providing a mix of risk, return and impact opportunities. Imagine change to navigate crisis and embrace possibility. With Erika Gregory I co-
$

new rules of the game that solidify the most effective models of social change founded the social innovation consultancy Collective Invention, Inc. We use
through policy reform. Celebrate a new vision for mainstream financial markets holistic diagnostics, theater, futures thinking, and research-based persona and
and ask the largest, most influential private and public institutions to take note. scenario development to create immersive experiences that enable our clients
to explore future options, and develop a forward-acting resilience.

26 SOCAP 11 CONFERENCE GUIDE TRACKS 27

 GREEN 2.0: SUSTAINING PEOPLE & PLANET stage companies in a range of industries. I have played key roles in the early
stages of two private equity firms. And I am a board member of SJF Institute
Green 2.0 fully integrates people and planet into the whole solution. Green and Investors’ Circle.
2.0 business products and services are good throughout their entire life cycle,
and good for employees—for the people who mine the raw materials that
wind up in the products, and for all those local ecosystems and community ENTREPRENEURS: WHERE THE PASSION MEETS THE PITCH
stakeholders along the way. Green 2.0 conservation solutions create ways for
Experience social entrepreneurs telling their stories of their world-changing
ecosystems and humans to thrive together, not just in our separate quarters.
startups. This track will feature four pitch sessions, each consisting of four
Planet-focused investors are learning that they need poor people in the
entrepreneurs. Outstanding entrepreneurs were vetted by our partner social
developing world as allies. And poverty-focused investors find new, green-
enterprise accelerator programs, and we have chosen the best of the best.
focused investors who want to co-invest with them. Learn where opportunity
These individuals will be presenting to a panel of esteemed practitioners in
is emerging, where there are challenges, and where Green 2.0 is moving to
impact investing who are challenged not to find holes in the presentations,
scale and becoming mainstream.
but to compete to offer real, tangible support to help the entrepreneurs
Curated by Liz Krueger reach their goals.
My name is Liz Krueger, and I’m the curator of the Green 2.0 track. I’m a mid-
Curated by Jennifer Nice
career professional and student of sustainability working on my own career
I have worked to advance the socially responsible investment category for
transition to Green 2.0. I love seeing the progress in solutions, products and
the past 11 years. I currently work on strategic initiatives with Good Capital,
services that are not just “less bad” than alternatives, but come together as
Hub Bay Area and ImpactAssets. Previously, I worked for The Women’s
sustainable and restorative of people and planet.
Equity Mutual Fund and have also been active in the creation of Donor
Advised Fund Programs with foundations and individuals that highlight

FIVE FUND FORUM: A SUSTAINABLE INVESTMENT SHOWCASE impact investing.

Watershed Capital Group is organizing its 7th Five Fund Forum in affiliation Ably assisting Jenn with the Entrepreneur Pitch Sessions were Gabby
with SOCAP11 and Toniic. The Five Fund Forum presents leading private Culver, Avary Kent and Janet Wang of the SOCAP team.
equity fund managers across the spectrum of sustainability including Impact Entrepreneur Pitch Sessions moderated by Suzanne Beigel
Investing, Cleantech, Green Consumer Products, Microfinance, Energy of Investors’ Circle
Efficiency, and Renewable Energy. It provides an opportunity for family I’m the former CEO and now on the advisory board of Investors’ Circle, now
offices, foundations, investment advisors, and other investors to meet fund a part of SJF Institute, an early stage impact-investing network based in the
managers who are utilizing innovative sustainable investment strategies. US and with strong ties to European networks. I serve on the GIIRS Advisory
This time around, the forum will be split into two parts. The first session will Board and boards of for-profit companies I invest in. I’m an active angel
include 15-minute presentations from each fund. During the second session investor and philanthropist. I live in London but spend much time in the US. I
there will be structured Q&A allowing each attendee to spend time with fund am passionate about bringing women into impact investing, and growing the
managers they choose. This event is for accredited investors only. If you base of women entrepreneurs. In an earlier life I built an e-learning business,
have not pre-registered for this session, please arrive 10 minutes early to have been involved in the online world since the early 1980’s, and have
complete the necessary paperwork in order to qualify.. started and run several green businesses.

Curated by Michael Whelchel

I am the Co-Founder and a Partner of Watershed Capital–an investment
bank working with sustainable funds and companies. I have 16 years
experience financing, acquiring, selling, growing, and operating small and
middle market companies. My experience has included start-ups and later-

28 SOCAP 11 CONFERENCE GUIDE TRACKS 29

 SCHEDULE
WEDNESDAY
DAY 1 SEPTEMBER 7

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION 370C 260C HERBST PAVILION
IMPACT FORUM INVESTOR ROOM

SPONSOR AREA/ KEYNOTES / LEVERAGING TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 7
MEALS THE NEW MEDIA CURRENCY DESIGN FOR SOCIAL TECHNOLOGY: INCLUSIVE PEOPLE-POWERED CAPITAL MONEY, MEANING & IMPACT POLYCENTRIC SOLUTIONS: GREEN 2.0: SUSTAINING A SUSTAINABLE INVESTMENT
INNOVATION & INVESTABLE LOCAL IN THE WORLD PEOPLE & PLANET SHOWCASE

7:30 Registration
& Breakfast

9:00 MORNING PLENARY Simulcast Simulcast

Keynote Address
Kevin Starr
Keeping the Meaning
in the Market
Kevin Jones, Kevin Starr
Steve Wright, Saba Gul
Rosa Lee Harden,
Mathieu Senard
Introduction to Open
Space
Open Space Intro
Jerry Michalski,
Maura Dilley

10:40 BREAK

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

11:45 BLOCK 1 / 90 MINS BLOCK 1 / 90 MINS BLOCK 1 / 60 MINS BLOCK 1 / 90 MINS BLOCK 1 / 60 MINS BLOCK 1 / 90 MINS BLOCK 1 / 60 MINS BLOCK 1 / 60 MINS
Technology and Design-Driven Innovative Environ- The Democratization of First Comes Meaning: Polycentric Solutions: Linkages: Investing, The New Seed Funds:
Innovation: New Models Entrepreneurship ments: Building Impact Investing: Break- A Conversation with The ‘What?’, the ‘How?’, Business and Conservation Filling the Gap in Early-
of Engagement Socially Good Prod- ing Down Barriers to Tom Steyer and the ‘Why?’ Stage Impact Investing
ucts from Open Data People-Powered Capital
12:45 LU NCH LU NCH LU NCH LU NCH Lunch Served in Room

1:15

1:45 LU NCH LU NCH WILD CARD TRACK BLOCK 2 / 90 MINS LU NCH BLOCK 2 / 90 MINS LU NCH BLOCK 2 / 90 MINS BLOCK 2 / 90 MINS
BLOCK 2 / 90 MINS Technology Solutions: The Business Case for Innovations in Conserva- Five Fund Forum
2:15 BLOCK 2 / 60 MINS BLOCK 2 / 60 MINS BLOCK 2 / 60 MINS
Building the Impact Ready to Scale Impact Metrics tion Development Presentations
Leverage Content to Village Capital: What if Real Food: Access and
Entrepreneur Move-
Maximize Impact and Microfinance and Angel Cooperation
ment: Perspectives
Return Investing Had a Baby? This session begins at 2:15
from Top Early Stage
This session begins at 2:15 This session begins at 2:15
Entrepreneurs in
Central America

3:15 BREAK

30 SOCAP 11 CONFERENCE GUIDE 31

 SCHEDULE
WEDNESDAY
DAY 1 SEPTEMBER 7

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION 370C 260C HERBST PAVILION
IMPACT FORUM INVESTOR ROOM

SPONSOR AREA/ KEYNOTES / LEVERAGING TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 7
MEALS THE NEW MEDIA CURRENCY DESIGN FOR SOCIAL TECHNOLOGY: INCLUSIVE PEOPLE-POWERED CAPITAL MONEY, MEANING, & IMPACT POLYCENTRIC SOLUTIONS: LO- GREEN 2.0: SUSTAINING PEOPLE A SUSTAINABLE INVESTMENT
INNOVATION & INVESTABLE CAL IN THE WORLD & PLANET SHOWCASE
3:30 AFTERNOON PLENARY Simulcast Simulcast
The Power of All of Us
Keynote Address: Giles
Cassel, MicroPlace

PLUS: There’s Karma

in Impact Investing.
Come to this Session
to Collect Yours

4:30 BREAK
IN HERBST
PAV I L I O N

4:45 BLOCK 3 / 60 MINS BLOCK 3 / 60 MINS WILD CARD TRACK BLOCK 3 / 60 MINS BLOCK 3 / 60 MINS BLOCK 3 / 60 MINS BLOCK 3 / 60 MINS BLOCK 3 / 60 MINS
An Armchair Conversa- Gleaning Insights BLOCK 3 / 60 MINS Igniting a Global Changing the Game: Investing in Home: Financing for Leverage, Five Fund Forum:
tion with Van Jones The Coming Capital Community of Impact The Big Role for Smart The Role of Housing and Scale and Impact Q & A with the Five Funds
Convergence Investors Government the Built Environment

5:45 BREAK

5:55 OPEN SPACE

MARKET PLACE

6:45 FOOD TO FUND

PARTY
Sponsored by
Whole Foods
Market
FESTIVAL
PAVILION

32 SOCAP 11 CONFERENCE GUIDE SCHEDULE / DAY 1 33

 SCHEDULE
THURSDAY
DAY 2 SEPTEMBER 8

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION 370C 260C HERBST PAVILION
IMPACT FORUM INVESTOR ROOM

SPONSOR AREA/ KEYNOTES / LEVERAGING THE TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 7
MEALS NEW MEDIA CURRENCY DESIGN FOR SOCIAL TECHNOLOGY: INCLUSIVE PEOPLE-POWERED MONEY, MEANING, & IMPACT POLYCENTRIC SOLUTIONS: LO- GREEN 2.0: SUSTAINING PEOPLE WHERE THE PASSION MEETS
INNOVATION & INVESTABLE CAPITAL CAL IN THE WORLD & PLANET THE PITCH
8:00 Registration /
Continental
Breakfast

9:00 PLENARY PANELS Simulcast Simulcast

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

From Crisis to Building

Something New Together
Debbie Alvarez-Rodriguez,
Sean Greene, Lisa Kleissner

10:30 BREAK

10:45 OPEN SPACE

45 MINS

11:30 BREAK

11:45 BLOCK 4 / 60 MINS BLOCK 4 / 90 MINS BLOCK 4 / 60 MINS WILD CARD TRACK BLOCK 4 / 90 MINS BLOCK 4 / 90 MINS BLOCK 4 / 60 MINS BLOCK 4 / 90 MINS
Who Tells the Story? Reframe: Bridging Things that Work: BLOCK 4 / 60 MINS The Long View: What Slow Money: Capital, Sustainable Business Pitch Session 1:
Emerging New Voices Research and Action Amplifying Impact Spirituality & Social Institutional investors Want Currency and Entrepre- Innovation Sustainable Consumer
Through Effective Enterprise: What’s Every Social Entrepreneur neurs Products and Services
Partnership Your Motivation? to Know

12:45 LU NCH LU NCH LU NCH LU NCH LU NCH

1:15

1:45 LU NCH LU NCH LU NCH BLOCK 5 / 90 MINS BLOCK 5 / 90 MINS LU NCH LU NCH BLOCK 5 / 90 MINS BLOCK 5 / 90 MINS
Harnessing Disruptive Beyond Crowdfund- Synergies Across Silos: Pitch Session 2:
Innovation: How the ing: The Future of Managing Mission, Food and Education
Rules of Innovation Social Enterprise? Meaning and Multiple
Can Accelerate Social Stakeholders
Impact
2:15 WILD CARD TRACK BLOCK 5 / 60 MINS WILD CARD TRACK BLOCK 5 / 60 MINS
BLOCK 5A / 60 MINS Concept Generation BLOCK 5B / 60 MINS Resilience: From Disaster
The Foundation of Impact Impact Investment in East Response to Economic
Investing Meets the Future Asia: Trends and Directions Sustainability

3:15 BREAK

34 SOCAP 11 CONFERENCE GUIDE SCHEDULE / DAY 2 35

 SCHEDULE
THURSDAY
DAY 2 SEPTEMBER 8

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION 370C 260C HERBST PAVILION
IMPACT FORUM INVESTOR ROOM

SPONSOR AREA/ KEYNOTES / LEVERAGING THE TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 7
MEALS NEW MEDIA CURRENCY DESIGN FOR SOCIAL TECHNOLOGY: INCLUSIVE PEOPLE-POWERED MONEY, MEANING, & IMPACT POLYCENTRIC SOLUTIONS: LO- GREEN 2.0: SUSTAINING PEOPLE WHERE THE PASSION MEETS
INNOVATION & INVESTABLE CAPITAL CAL IN THE WORLD & PLANET THE PITCH
3:25 OPEN SPACE
45 MINS

4:10 BREAK
Feel Good

4:30 KEYNOTE ADDRESS Simulcast

What’s Next for the Social
Capital Market?
Kevin Jones
KEYNOTE CONVERSATION
WITH BOB PATTILLO
He’s Been First,
He’s Been Right, and
He’s on to What’s Next
Bob Pattillo, Kevin Jones
Game Changer: Media,
Message, Markets
Jeff Leifer, Jane McGonigal
Pascal Finette

6:00 INNOVATION
SHOWCASE PARTY
powered by Halloran
Philanthropies

36 SOCAP 11 CONFERENCE GUIDE SCHEDULE / DAY 2 37

 SCHEDULE
FRIDAY
DAY 3 SEPTEMBER 9

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION 370C 260C HERBST PAVILION
IMPACT FORUM INVESTOR ROOM

SPONSOR AREA/ KEYNOTES / LEVERAGING THE TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 7
MEALS NEW MEDIA CURRENCY DESIGN FOR SOCIAL TECHNOLOGY: INCLUSIVE PEOPLE-POWERED MONEY, MEANING, & IMPACT POLYCENTRIC SOLUTIONS: LO- GREEN 2.0: SUSTAINING PEOPLE WHERE THE PASSION MEETS
INNOVATION & INVESTABLE CAPITAL CAL IN THE WORLD & PLANET THE PITCH
8:00 Registration /
Continental
Breakfast

9:00 SOCAP/Europe: Looking

Back, Looking Forward
Frank van Beuningen
KEYNOTE ADDRESS
Government that Gets
Things Done
Elizabeth Littlefield
MINI KEYNOTE
What Does it Take
to Reach Scale?
Brian Trelstad
Best of the Passion
Meets the Pitch

10:30 BREAK BREAK

10:45 OPEN SPACE

60 MINS
BLOCK 6 / 90 MINS

11:45 BREAK BREAK

Pitch Session 3:
Scarcity and Resilience
This session begins at 11:30

12:00 WILD CARD TRACK BLOCK 5 / 60 MINS BLOCK 5 / 60 MINS BLOCK 5 / 60 MINS BLOCK 5 / 60 MINS WILD CARD TRACK BLOCK 6 / 60 MINS
BLOCK 5A / 60 MINS Prototyping: It’s Not Power Shift: Making The Rise of the Capital Ideas BLOCK 5 / 60 MINS Seeding Systems Change:
Investing with Impact: Just for Products Modern Energy Afford- Access Economy Are You Hungry for Access, A Look Toward Green 3.0
A Partnership-Based able, Accessible and and People-Powered Economic Development
Approach to Social Investible at the BoP Marketplaces and Innovation to Elimi-
and Environmental nate Food Deserts
Innovation

1:00 LU NCH LU NCH LU NCH LU NCH LU NCH LU NCH LU NCH LU NCH

38 SOCAP 11 CONFERENCE GUIDE SCHEDULE / DAY 3 39

 SCHEDULE
FRIDAY
DAY 3 SEPTEMBER 9

TIME FESTIVAL PAVILION COWELL THEATER FIRE HOUSE FLEET ROOM GOLDEN GATE HERBST PAVILION 370C 260C HERBST PAVILION
IMPACT FORUM INVESTOR ROOM

SPONSOR AREA/ KEYNOTES / LEVERAGING THE TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 7
MEALS NEW MEDIA CURRENCY DESIGN FOR SOCIAL TECHNOLOGY: INCLUSIVE PEOPLE-POWERED MONEY, MEANING, & IMPACT POLYCENTRIC SOLUTIONS: LO- GREEN 2.0: SUSTAINING PEOPLE WHERE THE PASSION MEETS
INNOVATION & INVESTABLE CAPITAL CAL IN THE WORLD & PLANET THE PITCH

1:30 LU NCH LU NCH LU NCH LU NCH LU NCH LU NCH LU NCH BLOCK 7 / 90 MINS
Pitch Session 4:
Energy and Technology
This session begins at 1:30
2:00 WILD CARD TRACK BLOCK 6 / 60 MINS BLOCK 6 / 60 MINS BLOCK 6 / 60 MINS BLOCK 6 / 60 MINS BLOCK 6 / 60 MINS
BLOCK 6A / 60 MINS Launching and Investing for the Future The Art of Possibility: Blue Sky: The Shape of The Polycentric Region
It’s “All in the (Fund) Iterating: Learning of Technology A SOCAP Collective the Impact Economy in
Family”—Managing Scale from the Market Impact Project 2012 and Beyond
through Multiple Funds

3:00 BREAK BREAK

3:10 EVENING PLENARY Simulcast Simulcast

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

KEYNOTE ADDRESS
Bonnie Nixon
Filling the Gaps
Matt Bannick, Jed Emerson
Tracy Palandjian, Bill Davis

4:50 OPEN SPACE

JAMBOREE

6:00 BREAK DOWN

PARTY AND OFF
THE GRID
FESTIVAL
PAVILION AND
FT. MASON
PARKING LOT

40 SOCAP 11 CONFERENCE GUIDE SCHEDULE / DAY 3 41

 DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS
models that leverage the link between social interaction THE DEMOCRATIZATION OF IMPACT
7:30 AM 10:30 AM OPEN SPACE INTRO and commerce while monitoring the evolving relationship INVESTING: BREAKING DOWN BARRIERS TO
between technology, trust, and personal privacy. PEOPLE-POWERED CAPITAL
Jerry Michalski and Maura Dilley introduce us to the new,
REGISTRATION OPENS PEOPLE-POWERED CAPITAL / BLOCK 1
F E ST I VA L PAV I L I O N
integrated Open Space sessions that we will use to bring 9 0 M I N U T E S E S S I O N / G O L D E N G AT E
even more voices to the conversation at SOCAP11. DESIGN-DRIVEN ENTREPRENEURSHIP
Jenny Kassan, Cutting Edge Capital
CONTINENTAL BREAKFAST DESIGN FOR SOCIAL INNOVATION / BLOCK 1
90 M I N UTE SESSION / FI R E HOUSE Mike Van Patten, Mission Markets
F E ST I VA L PAV I L I O N
10:40 AM Jon Kolko, Austin Center for Design & Thinktiv
Amy Pearl, Springboard Innovation
Dana Mauriello, ProFounder
Kriss Deiglmeier, Center for Social Innovation (CSI) at the
John Katovich, Katovich Law Group
9:00 AM PLENARY SESSION BREAK
F E STIVAL PAVI LI O N
Stanford Graduate School of Business
Gary Chou, Union Square Ventures Network
Ari Derfel, Slow Money

This panel explores why 98% of us are currently not

There’s a new wave of social entrepreneurs coming–
KEYNOTE ADDRESS
Kevin Starr 11:00 AM WHO’S IN THE ROOM? those who approach the creation of their company from
allowed to make impact investments, the movement to
break down those institutional barriers, and innovative
a design perspective, rather than a business, policy, or
PANEL With this year’s conference being larger than ever, we are moves to democratize capital.
technology perspective. This session brings together
KEEPING THE MEANING IN THE MARKET inviting you as a participant to join the track you are most these entrepreneurs in order to explore the new wave
Kevin Jones, Rosa Lee Harden, SOCAP (co-moderators) interested in for this 45-minute session that will introduce of socially-minded, design-driven companies, products, FIRST COMES MEANING: A CONVERSATION
Kevin Starr, Mulago Foundation
the various ways attendees have of connecting at

$
Steve Wright, Grameen Foundation
and services. In this session, we’ll describe different WITH TOM STEYER

$
SOCAP11. This session will also include a brief overview approaches to the creation of design-driven innovation PHILANTHROPY: PRESENTED BY LIQUIDNET
Saba Gul, Bags for Bliss
of the conference to help you navigate a very rich three in startups, and foster a productive dialogue around
Mathieu Senard, Alter Eco MONEY, MEANING & IMPACT / BLOCK 1
days. Simply go to the room where the breakout session financing, operating, and sustaining a double-bottom- 6 0 M I N U T E S E S S I O N / I M PACT F O R U M
A Pakistani entrepreneur whose enterprise helps girls you are planning to attend is being held and there will be line company. Drummond Pike, Equilibrium Capital Group
earn the money to stay in school, a donor whose impact an intro conversation running right up to the beginning of
Tom Steyer, Farallon Capital Management
metrics are so beautiful he’s asked to speak at design the first session.
conferences, a leader of a fair trade company that INNOVATIVE ENVIRONMENTS: SOCIALLY GOOD Tom Steyer, founder of Farallon Capital and one of
does reforestation and seed banks for biomedicinals PRODUCTS FROM OPEN DATA America’s leading investors and philanthropists, joins
in the developing world, and a thought leader at the TECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 1 Drummond Pike, Principal at Equilibrium Capital and the
intersection of money and meaning, in conversation with 11:45 AM PARALLEL SESSIONS BLOCK 1 60 M I N UTE SESSION / FLE ET ROOM founder of The Tides Organizations, in a conversation
SOCAP convener Kevin Jones and SOCAP producer Jay Nath, City and County of San Francisco about the personal convictions that underpin the
and Episcopal priest Rosa Lee Harden. Where do you TECHNOLOGY AND INNOVATION: NEW MODELS Leo Bonanni, Sourcemap emergence of social capital markets as a transformative
find the persistent motivation when progress is hard OF ENGAGEMENT Jennifer Pahlka, Code for America global phenomenon. What motivated one of the world’s
and everything feels like you’re going up hill? And when LEVERAGING THE NEW MEDIA CURRENCY / BLOCK 1 Nate Heller, Ayllu Initiative most successful investors to create the innovative
momentum comes knocking, how do you keep the 9 0 M I N UTE S E S S I O N / C OW E LL TH EATE R
What can data tell us about where to invest and what One PacificCoast, the award-winning community
meaning and the mission on track? Jane McGonigal, Institute for the Future projects to pursue? Jay Nath leads a panel with expertise bank? Should financial- and impact-first investing
Christina Samala, Story of Stuff in governmental, non-profit, and supply-chain data. remain compartmentalized? Under what conditions will
Tiffany Shlain, Webby Awards & Filmmaker Panelists will discuss building alliances to source data, “mainstream” markets incorporate principals of impact
As the limits between our virtual and off-line worlds and the products for social good that can emerge from investing? What does the future hold for social and
continue to blur, we have an opportunity to create a united open data sources. environmental markets and the entrepreneurs that, like
vision reflecting our true values. We deconstruct new Tom, are driven by both money and meaning?

42 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 1 43

 DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS
POLYCENTRIC SOLUTIONS: THE seek solutions that provide for humans in the natural BUILDING THE IMPACT ENTREPRENEUR MOVEMENT: VILLAGE CAPITAL: WHAT IF MICROFINANCE AND
WHAT?, THE HOW?, AND THE WHY? environment. Investors play a role in supporting both. Hear PERSPECTIVES FROM AGORA FUND ENTREPRENEURS ANGEL INVESTING HAD A BABY?
PHILANTHROPY: PRESENTED BY LIQUIDNET from Jeffrey Hollender, Diana Propper de Callejon and Ken IN CENTRAL AMERICA PEOPLE-POWERED CAPITAL / BLOCK 2
POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / Wilson what is spurring these changes and what’s ahead. WILD CARD TRACK / BLOCK 2 2 : 1 5 / 6 0 M I N U T E S E S S I O N / G O L D E N G AT E
BLOCK 1 90 M I N UTE SESSION / FI R E HOUSE Ross Baird, Gray Ghost Ventures & Village Capital
6 0 M I N U T E S E S S I O N / 370 C
THE NEW SEED FUNDS Ben Powell, Agora Partnerships Anoj Viswanathan, Milaap
David Erickson, Federal Reserve Bank of San Francisco Daniela Hammeken, Agora Partnerships Jen Medbery, Drop the Chalk
ENTREPRENEURS: WHERE THE PASSION MEETS
Bert-Ola Bergstrand, Community of Bergsjon THE PITCH / BLOCK 1 Will Haughey, Tegu Wes Selke, Hub Ventures & Good Capital
Marco Vangelisti, Ecocity Builders 6 0 M I N UTE S E S S I O N / I NVE STO R R O O M Juan Fermín Rodríguez, QUETSOL Neera Nundy, Dasra
Michelle Long, Business Alliance for Local Living Economies Ben Sandzer Bell, CO2 Bambu
Wes Selke, Hub Ventures & Good Capital (panel moderator) Come hear how the Village Capital model has put capital
(BALLE) Maria Pacheco, Kiej de los Bosques
Ross Baird, Gray Ghost Ventures & Village Capital in the hands of entrepreneurs and democratized seed
How might locally focused, globally aware, and distributed Rahul Desai, Inter-American Development Bank
Miguel Granier, Invested Development capital financing.
action help us to create economic and environmental John Duffy, The Eleos Foundation Building a more sustainable capitalist economy will
sustainability and equity? In the track as a whole we will be require a new breed of sophisticated entrepreneurs
How can seed funders help social enterprises get started THE BUSINESS CASE FOR IMPACT METRICS
exploring different aspects of local systems and ways in committed to creating shared value through their

$
and scale? Hear from four groundbreaking practitioners MONEY, MEANING & IMPACT / BLOCK 2
which people are creating new value, strongly tied to locally business. In Central America, the barriers to

$
who are proving that there is opportunity in this space. 1 : 4 5 / 9 0 M I N U T E S E S S I O N / I M PACT F O R U M
relevant outcomes. In this introductory session, we will entrepreneurship are especially challenging. Come hear
discuss polycentrism as an approach of distributed power from entrepreneurs operating in some of the world’s Cathy Clark, Center for the Advancement of Social
and mutual responsibilities. We will look at polycentrism as poorest communities and solving some of the most Entrepreneurship (CASE)

a structure, but also as a set of capacities – if we believe 12:45 PM LUNCH intractable problems though market-based strategies. Liz Sessler, Enterprise Community Investment
Patrick Gleeson, Meyer Family Enterprises
complex problems are best solved by multiple actors and
F E STIVAL PAVI LI O N Chris Mann, Guayaki Sustainable Rainforest Products
agencies, sharing power and responsibility, how do we
TECHNOLOGY SOLUTIONS: READY TO SCALE Vincent Siciliano, New Resource Bank
need to plan, act, and assess differently?
TECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 2 This session will explore the business case for impact
1:45 PM PARALLEL SESSIONS BLOCK 2 90 M I N UTE SESSION / FLE ET ROOM
metrics. The panel will feature business, philanthropic,
LINKAGES: INVESTING, BUSINESS, AND Richenda Van Leeuwen, UN Foundation (panel moderator) and investment leaders exploring the ways in which
CONSERVATION
LEVERAGING CONTENT TO MAXIMIZE IMPACT Keely Stevenson, Bamboo Finance tracking impact metrics has had a tangible effect—from
GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 1 AND RETURN Sam Goldman, d.light bottom line to customer relationships, from attracting
6 0 M I N U T E S E S S I O N / 26 0 C Allison Archambault, EarthSpark International
LEVERAGING THE NEW MEDIA CURRENCY / BLOCK 2 investors to helping inform public policy. As new
Elizabeth Krueger, Green 2.0 Track Curator (panel moderator) Patrick Maloney, Imprint Capital
2:15 / 9 0 M I N UTE S E S S I O N / C OW E LL TH EATE R systems of measurement and standards emerge, what
Jeffrey Hollender, Seventh Generation & the American Miguel Granier, Invested Development
Matthew Mahan, Causes are the tensions from within a company or a fund about
Sustainable Business Council Gaurav Manchanda, One Degree Solar
Atossa Soltani, Amazon Watch how much time and effort to put into metrics? Who are
Ken Wilson, PhD, The Christensen Fund The UN Foundation leads a panel discussion of energy
Nancy Pfund, DBL Ventures the ultimate consumers of metrics and what kind of
Diana Propper de Callejon, Expansion Capital Partners entrepreneurs. Panelists will discuss energy poverty, cost/benefit analysis needs to be done about meeting
Who says content has to either deliver a high ROI (return
Businesses and conservation groups are shifting from working with countries on energy access plans, their needs? The goal of the session is to explore what
on investment) or reflect our values? Compelling case
“better products” and “preserving nature” to more holistic setting up a new platform for private sector and NGO actually works in terms of making metrics actionable
studies help us explore creative approaches to content,
systems thinking about solutions. Businesses work deep in engagement on the issue, and promoting innovative and valuable.
revealing emerging models that link sustainability and
their supply chains and consider employee and community energy access solutions.
meaningful engagement to profit.
stakeholders in their practices. Conservation groups

44 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 1 45

 DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS
REAL FOOD: ACCESS AND COOPERATION ACCREDITED INVESTOR PRESENTATIONS also begins with empathy – understanding the people you
POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 2 FIVE FUND FORUM – A SUSTAINABLE INVESTMENT 4:30 PM want to serve, and the people you bring together to build
2 : 1 5 / 6 0 M I N UTE S E S S I O N / 370 C SHOWCASE / BLOCK 2 your organization. This session will explore how to find the
9 0 M I N UTE S E S S I O N / I NVE STO R R O O M right questions that lead you to higher thinking, facilitate
Pandora Thomas, Earthseed Consulting BREAK
Presenters / Fund Managers from Five Impact Funds F E ST I VA L PAV I L I O N listening for opportunity and positive potentiality, and allow
Zakiya Harris, Earthseed Consulting
Konda Mason, Earthseed Consulting Organizers / M ichael Whelchel & Shawn Lesser, Watershed you to glean insights that will help you understand and
Susan Beck, Ashland Cherryland Garden and Arts Network Capital Group prioritize who you’re designing for.
Dana Harvey, Mandela MarketPlace Five impact funds ranging from microfinance, to real 4:45 PM PARALLEL SESSIONS BLOCK 3
Shanale Allen, Soul Sisters Farm & Ashland Cherryland Garden
estate to cleantech will outline their management team, THE COMING CAPITAL CONVERGENCE
and Arts Network
track record, and selection strategy. This session is SOCAP PROUDLY PRESENTS AN ARMCHAIR PHILANTHROPY: PRESENTED BY LIQUIDNET
With increasing economic and environmental insecurity, a collaboration of SOCAP and Watershed Capital to CONVERSATION WITH VAN JONES WILD CARD TRACK / BLOCK 3
food access is becoming a critical issue. Food insecurity showcase innovative fund managers in the sector, some of LEVERAGING THE NEW MEDIA CURRENCY / BLOCK 3 6 0 M I N U T E S E S S I O N / G O L D E N G AT E
makes communities more vulnerable to other effects, which have received support and backing from members 4 : 4 5 / 6 0 M I N U T E S E S S I O N / C OW E L L T H E AT E R Stacy Caldwell, Dallas Social Venture Partners
and traditionally disenfranchised communities are at risk. of the Toniic investor network. This event is for accredited Bonny Moellenbrock, SJF Institute/Investor’s Circle
Jeff Leifer, Circadian Media Lab
How do we think about urban agriculture and sustainable investors only. Those interested can pre-register for this Van Jones, The Green-Collar Economy
Andrew Bangser, Foundation Source
farming to ensure that good, fresh food is within the event at http://www.watershedcapital.com/Five_Fund_ Jacob Harold, Hewlett Foundation
Join us in an intimate, informal setting with Van Jones, Brian Walsh, Liquidnet Markets for Good
reach of all? A re-imagining of the food-shed—and local Forum.html. If you have not pre-registered for this session,
the iconoclastic human rights pioneer, former Green Jobs
resources—creates value, builds skills and engagement, please arrive 10 minutes early to complete the necessary What can philanthropy and impact investing learn from
advisor to the Obama White House, and author of the
and is ultimately a foundation for resilience. paperwork in order to qualify. each other to build a better marketplace for good?
groundbreaking bestseller The Green-Collar Economy. The
driving force behind the recently launched “Rebuild the
INNOVATIONS IN CONSERVATION DEVELOPMENT IGNITING A GLOBAL COMMUNITY
PHILANTHROPY: PRESENTED BY LIQUIDNET 3:15 PM Dream” movement, the award-winning Green For All leader
fields questions and shares personal insights about the OF IMPACT INVESTORS
GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 2 new tools of social capital and how they can be leveraged PEOPLE-POWERED CAPITAL / BLOCK 3
9 0 M I N U T E S E S S I O N / 26 0 C BREAK to bring about political, economic, and environmental 6 0 M I N U T E S E S S I O N / G O L D E N G AT E
F E STIVAL PAVI LI O N
Patricia Chin-Sweeney, I-DEV International change. The discussion will be moderated by Jeff Leifer, Megan Fielding, MicroPlace
Martha “Pati” Ruiz Corzo, Grupo Ecológico Sierra Gorda CEO of Circadian Media Labs. Giles Cassels, MicroPlace
Neel Inamdar, Verde Ventures Fund
David Leventhal, Playa Viva
3:30 PM PLENARY SESSION Scott Andersen, First Unitarian Society Microfinance
Fund Committee
GLEANING INSIGHTS
Patrick Bergin, PhD, African Wildlife Foundation Patrick Donohue, The Hoop Fund
Larry Bohlen, Green Leaf Gold DESIGN FOR SOCIAL INNOVATION / BLOCK 3
THE POWER OF ALL OF US Jo-Ann Tan, Acumen Fund
60 M I N UTE SESSION / FI R E HOUSE
KEYNOTE: Giles Cassels, MicroPlace Natalia Oberti Noguera, The Pipeline Fund Fellowship
Conservation entrepreneurs and funders—who
Maria Giudice, Hot Studio
are engaging communities in economically- and Institutional investors have discovered impact investing, How can we ignite a movement that will bring impact
Sarah Brooks, Hot Studio
environmentally-sustainable development—share their but people-powered capital—individuals investing as little investment to the masses? With new retail- and consumer-
Karin Hibma, : : CRONAN : :
innovative approaches to conservation financing, as $20 apiece—may become an even more powerful force driven platforms for impact investing such as MicroPlace
Michael Cronan, : : CRONAN : :
and projects such as ecotourism and sustainable for good. A look at the FreshWorks campaign to create growing year after year, it’s time to explore the behavior and
agriculture. Learn why solutions work and how people The design process doesn’t start on the computer. It doesn’t mindsets that will drive success in this marketplace and the
healthy grocery stories in urban food deserts across the
and planet are affected. start with conclusions. It starts with discovery and searching keys to building a movement of invested communities.
nation, and how the crowdfunded MicroPlace platform
for insights and things that people haven’t yet identified. It
lets the collective investing power of the average person
be part of the solution.

46 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 1 47

 DAY 1 SCHEDULE DETAILS DAY 1 SCHEDULE DETAILS
CHANGING THE GAME: THE BIG ROLE FOR FINANCING FOR LEVERAGE, SCALE, AND IMPACT
5:55 PM OPEN SPACE MARKETPLACE
$

SMART GOVERNMENT GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 3

$

MONEY, MEANING & IMPACT / BLOCK 3 6 0 M I N UTE S E S S I O N / 26 0 C

5 0 M I N U T E S E S S I O N / I M PACT F O R U M
6 0 M I N U T E S E S S I O N / I M PACT FO R U M Jason Spindler, I-DEV International I N H E R B ST PAV I L I O N
Mark Newberg, Small Business Administration Carl Palmer, Beartooth Capital
Laura Tomasko, Council on Foundations David Chen, Equilibrium Capital Group This session is where people who would like to propose
Penelope Douglas, Hub Bay Area & SOCAP Jesse Last, Root Capital a topic for an Open Space session are invited to pitch
Ronnie Chatterji, The Fuqua School of Business Paul Herbertson, Fauna & Flora International their ideas. It is a very important session to help find the
Jonathan Greenblatt, Impact Economy Initiative, additional voices and topics to add to the conversation
Carbon markets, traditional capital markets, and other
The Aspen Institute at SOCAP11. If you want to know what people are
financing solutions are being used by leaders for leverage,
Fran Seegull, ImpactAssets interested in the social capital markets space, you will
scale, and to maximize their positive impact. They discuss
This session brings together an important mix of interests want to attend this marketplace of ideas.
why they chose their approaches, how they work, and
(a policy maker, social entrepreneur, philanthropist, what’s ahead.
investor, and platform provider) (since there are 6 panelists
do we want 6 descriptors vs. 5?) and focuses on the
Q&A WITH FUNDS 6:45 PM FOOD TO FUND PARTY
government’s deep and abiding interest in investment
FIVE FUND FORUM—A SUSTAINABLE INVESTMENT
markets with explicit social and/or environmental benefits.
F E ST I VA L PAV I L I O N
With shrinking public budgets, and a laser-like focus on job SHOWCASE / BLOCK 3
Fo o d t o F u n d P a r t y p r e s e n t e d b y Wh o l e Fo o d s M a r k e t
6 0 M I N UTE S E S S I O N / I NVE STO R R O O M
creation, the race to develop innovative policy mechanisms
driving greater pools of private capital toward increased Presenters / Fund Managers from Five Impact Funds
public good is as urgent as it’s ever been. Organizers / M ichael Whelchel & Shawn Lesser, Watershed
Capital Group

INVESTING IN HOME: THE ROLE OF HOUSING AND Participate in a question and answer session with the
THE BUILT ENVIRONMENT five impact funds that participated in the session earlier
today titled Watershed: Presentations. This Q&A session
POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 3
6 0 M I N U T E S E S S I O N / 370 C
provides one-on-one time with the fund managers. This
event is for accredited investors only. Those interested can
Peter Lundstedt, Familjebostäder
pre-register for this event at http://www.watershedcapital.
Lenora Suki, Smart Cities Advisors
com/Five_Fund_Forum.html. If you have not pre-registered
Greg Giornelli, Purpose Built Communities
for this session, please arrive 10 minutes early to complete
Sam Moss, Purpose Built Communities
the necessary paperwork in order to qualify.
More than 50% of the world’s population now lives in
cities. Multiple actors are working together to generate
polycentric and holistic solutions for urban environments.
These range from mixed-income housing, multi-use 5:45 PM
developments, public, private, and hybrid financing for
social housing, and design for proximity. Capital and BREAK
H E R B ST PAVI LI O N
expertise are responding to local environments to create
safe and sustainable communities, with lessons that can be
applied across the globe.

48 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 1 49

 DAY 2 SCHEDULE DETAILS DAY 2 SCHEDULE DETAILS
REFRAME: BRIDGING RESEARCH AND ACTION SPIRITUALITY & SOCIAL ENTERPRISE:
8:00 AM 10:30 AM DESIGN FOR SOCIAL INNOVATION / BLOCK 4 WHAT’S YOUR MOTIVATION?
90 M I N UTE SESSION / FI R E HOUSE WILD CARD TRACK / BLOCK 4
6 0 M I N U T E S E S S I O N / G O L D E N G AT E
REGISTRATION OPENS BREAK Sami Nerenberg, Design for America
F E ST I VA L PAV I L I O N F E STIVAL PAVI LI O N Elizabeth Johansen, Design that Matters Alex Hofmann, Changents (panel moderator)
Saul Garlick, ThinkImpact Sal Giambanco, Omidyar Network
CONTINENTAL BREAKFAST Lisa Lepson, Joshua Venture Group
Distilling and synthesizing the right direction from an
F E ST I VA L PAV I L I O N Matt Flannery, Kiva
10:45 AM OPEN SPACE SESSIONS overwhelming amount of information gathered during
research is an essential step in designing for positive social
Ashwini Narayanan, MicroPlace
Firas Ahmad, Emergence BioEnergy
9:00 AM PLENARY SESSION 45 M I N UTE S E S S I O N / F E STIVAL PAVI LI O N impact. During this hands-on, interactive session we’ll try
new processes and frameworks that help you understand Wisdom. Spirituality. Faith. Religion. Whatever words you
the process of synthesizing research, and explore ways choose, the sense of being connected to something
90 M I N UTE SESSION
greater than ourselves can be strong motivation for social
PANEL 11:30 AM to use it as a bridge to generate appropriate action and
powerful solutions. entrepreneurs and impact investors to amplify their action at
FROM CRISIS TO BUILDING SOMETHING NEW TOGETHER the intersection of money and meaning. In this conversation,
Deborah Alvarez-Rodriguez, Goodwill Industries
BREAK we will explore–from a range of perspectives and faith
F E STIVAL PAVI LI O N THINGS THAT WORK: AMPLIFYING IMPACT THROUGH
Sean Greene, Small Business Administration traditions–how spirituality guides, empowers, and unites, but
EFFECTIVE PARTNERSHIP
Lisa Kleissner, KL Felicitas Foundation may also throw up barriers and create divisions between
TECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 4 people of goodwill who are inspired to change the world.
Suzanne DiBianca, Salesforce.com Foundation

In the era of anti-institutions, as cities, states, and

11:45 AM PARALLEL SESSIONS BLOCK 4 60 M I N UTE SESSION / FLE ET ROOM

Kelli Peterson, UNICEF

countries default on economic and social obligations, and THE LONG VIEW: WHAT INSTITUTIONAL INVESTORS
Erica Kochi, UNICEF
WHO TELLS THE STORY? EMERGING NEW VOICES

$
citizen movements have the power to topple governments Rajesh Anandan, The US Fund for UNICEF
WANT EVERY SOCIAL ENTREPRENEUR TO KNOW

$
but little ability to rebuild them, what will it take to solve LEVERAGING THE NEW MEDIA CURRENCY / BLOCK 4 PHILANTHROPY: PRESENTED BY LIQUIDNET
Robert Fabricant, Frog Design
6 0 M I N UTE S E S S I O N / C OW E LL TH EATE R
the world’s most intractable problems? Deborah Alvarez- Mariana Amatullo, Art Center College of Design MONEY, MEANING & IMPACT / BLOCK 4
Rodriguez—who leads one of the country’s largest social Thomas Kostigen, MarketWatch 9 0 M I N U T E S E S S I O N / I M PACT F O R U M
Fostering effective and efficient innovation requires best-
enterprises—says the answer is in strategic co-opetition Jeanne Bourgault, Internews Network
in-class thinking and practices. Drawing on the experience, Laura Callanan, McKinsey & Company
that straddles sectors and power. Patrice Schneider, Media Development Loan Fund
Mike Dorsey, The Westly Group
methods, and resources of partners from the design,
With people around the world having unprecedented Will Rosenzweig, Physic Ventures
PANEL academic and private sector, UNICEF has been able to
access to the tools of media, we are both witnessing and Dipender Saluja, Capricorn Investment Group
MAKING YOUR LIFE COUNT build on open-source technology platforms to co-create
participating in the democratization of our planet. The Nancy Rosenzweig, Trillium Asset Management
solutions that amplify impact. Using successfully piloted
Penelope Douglas, Hub Bay Area & SOCAP (panel moderator) Amit Tiwari, Invesco Private Capital
panelists for this session have a vested interest in ushering
Michael Kieschnick, CREDO Mobile
projects as examples, this panel will explore how skill sets, Doug Ferguson, 5 Stone Green Capital
these new voices into the conversation, forging non-
Jeffrey Hollender, Seventh Generation & American Sustainable insights, and a contextual understanding of the challenges
traditional alliances that bridge worlds in order to achieve Institutional investors approach social capital markets in
Business Council help cross-sector teams work together to design for
common goals. a very particular way—usually with a focus on financial
Gil Friend, Natural Logic development.
returns, conventional assets, and more established
Four people with a history of making a big difference intermediaries. They also have a large stake in sustainable
with their careers talk about their new directions and economic growth over the long haul. In this session, some
decisions, and how personal choices intersect with the of the largest and most influential investors share their
needs of the world. views on the opportunity for delivering sustainable

50 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 2 51

 DAY 2 SCHEDULE DETAILS DAY 2 SCHEDULE DETAILS
long-term performance at the intersection of money and this change, what really works, where success has been HARNESSING DISRUPTIVE INNOVATION: HOW
meaning in health care, the environment, and other impact elusive, and what they see ahead. 1:45 PM PARALLEL SESSIONS BLOCK 5 THE RULES OF INNOVATION CAN ACCELERATE
markets. This active panel focuses on the dos, don’ts, and SOCIAL IMPACT
pet peeves that institutional investors have to share with THE FOUNDATION OF IMPACT INVESTING
PITCH SESSION 1: SUSTAINABLE CONSUMER TECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 5
social enterprise founders and senior management teams MEETS THE FUTURE
PRODUCTS AND SERVICES 90 M I N UTE SESSION / FLE ET ROOM
who are seeking institutional capital. WILD CARD TRACK / BLOCK 5A Josh Suskewicz, Innosight
ENTREPRENEURS: WHERE THE PASSION MEETS
THE PITCH / BLOCK 4 2 : 1 5 / 6 0 M I N U T E S E S S I O N / C OW E L L T H E AT E R Caitrin Abshere, Innosight
9 0 M I N UTE S E S S I O N / I NVE STO R R O O M Curtis Lefrandt, Innosight
SLOW MONEY: CAPITAL, CURRENCY, AND Jed Emerson, Blended Value
Ned Breslin, Water for People
ENTREPRENEURS Entrepreneurs who are pitching: Antony Bugg-Levine, Harnessing the Power of Impact Investing,
Ajaita Shah, Frontier Markets
POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / William Haughey, Tegu The Rockefeller Foundation
Melissa Richer, Ayllu Initiative
BLOCK 4 Patrick Donohue, The Hoop Fund Nicole-Anne Boyer, Adaptive Edge
9 0 M I N U T E S E S S I O N / 370 C Tiago Dalvi, Solidarium Disruptive innovation and business model innovation help
How can we accelerate the shift to an integrated future—
Arno Hesse, Slow Money & Bernal Bucks Maria Pacheco, Kiej de los Bosques social entrepreneurs drive change by decentralizing and
one that takes a unified approach to making money and
Lakshmi Karan, Riders for Health democratizing products and services in order to make
Supporting Mentors: making a difference? Co-authors of the first seminal book
Paul Lamb, Man on a Mission Consulting them more accessible and affordable for millions of people.
Regina Ridley, Stanford Social Innovation Review on impact investing explore key levers of deeper change
Homayoon Shahinfar, Stima Systems Betsy Densmore, Academies for Social Entrepreneurship
This interactive workshop is led by innovation consultancy
and innovation with a leading future strategist, while
Claire Herminjard, Mindful Meats Miguel Granier, Invested Development Innosight and will discuss how social entrepreneurs Water
tapping into the collective insights of session attendees.
for People, Frontier Markets, and Ayllu are using these
In contrast to classic capitalism, with its singular focus Moderator:
principles of innovation to change lives—and how those
upon the extraction of resources to create value, the Suzanne Biegel, Investors’ Circle
CONCEPT GENERATION in attendance can apply these lessons to their own social
principles of Slow Money argue for a regenerative system
A toy business founded to address unemployment, under- DESIGN FOR SOCIAL INNOVATION / BLOCK 5 impact work.
of capital flow. Value taken out is balanced by value
utilized natural and human resources and the need for 2:15 / 60 M I N UTE SESSION / FI R E HOUSE
put back in. Using the ideas of farming and Slow Food
entrepreneurship in Honduras; a crowdfunding platform
as metaphor and inspiration, this movement argues for Heather Fleming, Catapult Design BEYOND CROWDFUNDING: THE FUTURE OF
that enables you to invest in farmers and artisans behind Erica Priggen, Free Range Studios
percentages of re-investment into the local community— SOCIAL ENTERPRISE?
products that do good for the world; a social enterprise Cheryl Heller, School of Visual Arts & PopTech
What would the world be like if we invested 50% of our PEOPLE-POWERED CAPITAL / BLOCK 5
providing retail price opportunities to micro and small Sarah Brooks, Hot Studio
assets within 50 miles of where we live? In order to make 9 0 M I N U T E S E S S I O N / G O L D E N G AT E
market products in Brazilian communities; and a business
local communities viable and self-sustaining what kinds of All innovation begins with an idea. Danae Ringelmann, IndieGoGo
model operating like a global farmer’s market, connecting
entrepreneurship and business models are needed? And all sustainable enterprise Colin Mutchler, LoudSauce
organic farmers in Latin America directly to you. Hear
depends on ideas that integrate Tom Dawkins, Start Some Good
from these social entrepreneurs as they pitch their take
meaning with money. This hands-on,
SUSTAINABLE BUSINESS INNOVATION on sustainability within the consumer products and Learn how to raise money, build an audience, and validate
interactive session will explore: how
GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 4 services industry. Each presenter will receive on-the- your business idea all in one fell swoop. IndieGoGo, the
to have a worthwhile idea that matters
6 0 M I N U T E S E S S I O N / 26 0 C spot support from mentors who will commit to providing pioneering crowdfunding platform based in San Francisco,
to you, and define it in a way that
Jeffrey Hollender, Seventh Generation & the American tangible resources, offer network connections, and give will take us through the good, the bad, and the future of
captures its uniqueness; how to engage the right people
Sustainable Business Council concrete advice. crowdfunding. Hear from innovative entrepreneurs who are
and win support for your idea through storytelling; and
Kristofor Lofgren, Creator and Owner, Bamboo Sushi raising capital, validating their market, building community,
how to protect the integrity of your idea as you move
Michael Kieschnick, CREDO/Working Assets and changing the way impact is made in the space.
through the process of realizing it.
Engage with business leaders on the biggest challenges 12:45 PM LUNCH
and opportunities, as well as the key innovations in their
business models. Find out why these leaders are driving

52 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 2 53

 DAY 2 SCHEDULE DETAILS DAY 2 SCHEDULE DETAILS
IMPACT INVESTING IN EAST ASIA: SYNERGIES ACROSS SILOS: MANAGING food deserts, to web-based software that enables teachers forward, invest in early stage companies, and create the
TRENDS AND DIRECTIONS MISSION, MEANING, AND MULTIPLE to improve student performance. Then witness as mentors cadre of seasoned entrepreneurs that the world needs
WILD CARD TRACK / BLOCK 5B STAKEHOLDERS sharing tangible resources, offering network connections, now, and tomorrow.
2 : 1 5 / 6 0 M I N UTE S E S S I O N / I M PACT FO R U M PHILANTHROPY: PRESENTED BY LIQUIDNET and giving concrete advice on-the-spot.
HE’S BEEN FIRST, HE’S BEEN RIGHT,
Richard S. Roque, SA Capital Limited GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 5
9 0 M I N UTE S E S S I O N / 26 0 C
AND HE’S ON TO WHAT’S NEXT
Patrick Cheung, Dialogue in the Dark
Bonny Landers, Sterling Private Management Ltd.
Robert Kraybill, Impact Investment Exchange
April Rinne, Water.org 3:15 PM KEYNOTE CONVERSATION WITH Bob Pattillo

Donna Morton, First Power Bob Pattillo has been early and right more often than
DH Park, Leading Investment & Securities Parag Gupta, Waste Ventures anyone else in impact investing. A key investor in the first
BREAK
What do social capital markets stand for in East Asia? Shaun Paul, EcoLogic Development Fund microfinance bond deal, he launched the first fund for
FEEL GOOD GRILLED CHEESE SANDWICHES
What needs to be created and what needs to be put Moving to truly sustainable solutions – and managing F E ST I VA L PAV I L I O N mobile technology and the first fund for education in the
into action? How clear is the notion of blended value their path to success – requires integrated, multi-faceted developing world. The creator of a seed stage funding
in the region? Come learn as leaders in the space problem-solving approaches and applied systems thinking. model that lets entrepreneurs perform due diligence
take a look at how social entrepreneurship and impact How do you look at the whole picture and break down the on their peers, Pattillo’s ideas shock people, until they
investing have evolved so far in East Asia, the successes problems into manageable pieces? How do you ensure discover he was right after all. He explains his next big
and failures, where it is headed, and how we should that different types of investment and capital serve their idea in and armchair conversation with Kevin Jones.
influence future direction. intended roles? How does one measure the success of
MARKET DYNAMICS OF THE NEW MEDIA LANDSCAPE
multi-stakeholder collaboration?
RESILIENCE: FROM DISASTER RESPONSE
3:25 PM OPEN SPACE SESSIONS Jeffrey Leifer, Circadian Media Lab (panel moderator)
Jane McGonigal, SuperBetter
TO ECONOMIC SUSTAINABILITY PITCH SESSION 2: FOOD AND EDUCATION F E ST I VA L PAV I L I O N / 4 5 M I N U T E S E S S I O N Pascal Finette, Mozilla
PHILANTHROPY: PRESENTED BY LIQUIDNET ENTREPRENEURS: WHERE THE PASSION MEETS
POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 5 THE PITCH / BLOCK 5 Advancing technology is dramatically shifting the way
2 : 1 5 / 6 0 M I N UTE S E S S I O N / 370 C 9 0 M I N UTE S E S S I O N / I NVE STO R R O O M we produce, consume, and experience media content.

Arrietta Chakos, Urban Resilience Strategies Entrepreneurs who are pitching: 4:10 PM Accessibility to emerging technologies—from social
engagement to gamification—is transforming market
Jennifer Holt, Peace Dividend Trust Mohamed Ali Niang, Malo Traders
dynamics across the media landscape. Thanks to
Leslie Payne, Arabella Advisors Jen Medbery, Drop the Chalk BREAK
Konrad App, Stima Systems Claire Herminjard, Mindful Meats F E ST I VA L PAV I L I O N collaborations between innovative media platforms and
Brahm Ahmadi, People’s Community Market legacy content producers, the broader ecosystem is
Disaster response and post-conflict restoration are fast
successfully leveraging the new media currency.
becoming areas of creative solutions to local, regional, Supporting Mentors:
and national regeneration. This session explores a variety Mitra Ardron, Natural Innovation 4:30 PM PLENARY SESSION
of current solutions, in different parts of the globe, Brian Trelstad, Acumen Fund

from developing ways to involve local entrepreneurs in David Hodgson, Adaptive Edge 90 M I N UTE SESSION 6:00 PM INNOVATION SHOWCASE PARTY
Ali Long, The Springcreek Foundation
reconstruction, to creating business networks that mitigate WHAT’S NEXT FOR THE SOCIAL CAPITAL MARKET?
H E R B ST PAV I L I O N
the problems of political violence and civic unrest, to Moderator:
KEYNOTE / Kevin Jones I n n o v a t i o n S h o w c a s e Po w e r e d b y H a l l o r a n P h i l a n t h r o p i e s
using the ideas of disaster preparedness to inform the Suzanne Biegel, Investors’ Circle
development of economic sustainability. We’ve proven that the space between giving and
Hear social entrepreneurs present their solutions to issues
investing exists, the market at the intersection of money
in food and education. From mindful meat consumption
and meaning is big, it’s real, and that it’s growing. So
and ensuring that rice farmers in Mali do not go hungry, to
what’s next? It’s time to take risks, to fail fast, and fail
bringing affordable healthy foods and education to urban

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 DAY 3 SCHEDULE DETAILS DAY 3 SCHEDULE DETAILS
leveraging scarce financial resources while tapping into THE RISE OF THE ACCESS ECONOMY AND
8:00 AM 10:30 AM specialized skill sets to address challenging issues that PEOPLE-POWERED MARKETPLACES
help improve outcomes on both sides. Come hear about PHILANTHROPY: PRESENTED BY LIQUIDNET

BREAK the efforts underway to create and scale PPP frameworks, PEOPLE-POWERED CAPITAL / BLOCK 6
REGISTRATION OPENS
F E STIVAL PAVI LI O N and learn the role that public sector organizations can take 6 0 M I N U T E S E S S I O N / G O L D E N G AT E
F E ST I VA L PAV I L I O N
in catalyzing impact investing initiatives. Neal Gorenflo, Shareable Magazine
CONTINENTAL BREAKFAST Chris Lukezic, Airbnb
F E ST I VA L PAV I L I O N
10:45 AM OPEN SPACE SESSIONS PROTOTYPING: IT’S NOT JUST FOR PRODUCTS Cameron Neal, GoGrubly
Jessica Scorpio, Getaround
DESIGN FOR SOCIAL INNOVATION / BLOCK 6
6 0 M I N UTE S E S S I O N / F E STIVAL PAVI LI O N James Reinhart, thredUP
9:00 AM PLENARY SESSIONS 90 M I N UTE SESSION / FI R E HOUSE

Jocelyn Wyatt, IDEO.org

Let’s explore the meteoric rise of collaborative
Adam Dole, Mayo Clinic consumption start-ups, the benefits and keys to building
SOCAP/EUROPE; LOOKING BACK, LOOKING FORWARD
Frank van Beuningen
11:45 AM Veronika Scott, The Empowerment Plan these people-powered marketplaces, and what’s next for
Alex Gilliam, Public Workshop this $110 billion dollar market that is building social capital,
Frank van Beuningen—co-founder of the first international BREAK increasing access to shared resources, and reducing
Protoyping can take many forms and is a critical piece
SOCAP conference—gives a glimpse from the highly F E STIVAL PAVI LI O N society’s footprint.
of the design process that allows concepts to be tested,
successful SOCAP/Europe in June.
further developed, and validated. In this hands-on,
GOVERNMENT THAT GETS THINGS DONE interactive session we’ll explore prototyping products, CAPITAL IDEAS
12:00 PM PARALLEL SESSIONS BLOCK 6

$
KEYNOTE / Elizabeth Littlefield technologies, services, systems, and businesses while PHILANTHROPY: PRESENTED BY LIQUIDNET

$
digging into real-world projects. MONEY, MEANING & IMPACT / BLOCK 6
When it comes to social innovation, most government 6 0 M I N U T E S E S S I O N / I M PACT F O R U M
agencies are primarily just talk. And then there’s OPIC—the INVESTING WITH IMPACT: A PARTNERSHIP-BASED
agency that gets things done. Elizabeth Littlefield tells APPROACH TO SOCIAL AND ENVIRONMENTAL POWER SHIFT: MAKING MODERN ENERGY Steve Godeke, Godeke Consulting
INNOVATION AFFORDABLE, ACCESSIBLE, AND INVESTIBLE Justina Lai, The Rockefeller Foundation
what she’s learned from within the agency so far and what
Varun Sahni, Impact Investment Partners
she sees ahead for impact investing. WILD CARD TRACK / BLOCK 6A AT THE BOP
R. Paul Herman, HIP Investor
6 0 M I N UTE S E S S I O N / C OW E LL TH EATE R TECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 6
Bill Campbell, Equilibrium Capital Group
WHAT DOES IT TAKE TO REACH SCALE? Lalarukh Faiz, U.S. Secretary of State’s Office of Global 60 M I N UTE SESSION / FLE ET ROOM
MINI-KEYNOTE / Brian Trelstad Partnership Initiatives In this session, a panel of experts representing private,
Richenda Van Leeuwen, UN Foundation (panel moderator)
Jeff Hamaoui, The Cazneau Group philanthropic, financial-first, and impact-first capital will
To create the massive social change that the world needs, Paul Needham, Simpa Networks
Cameron Peake, Mercy Corps Alla Jezmir, EGG-Energy work in real-time with the audience to solve a series of
it takes a mix of public, philanthropic, and investment
Michelle Viegas, Inter-American Development Bank Vinay Jaju, ONergy challenging financial conundrums. SOCAP participants
funding and partnership. Brian Trelstad of the Acumen
Stewart Craine, Barefoot Power are being asked to submit live “problems” ahead of time,
Fund has a road map to get there that makes sense. Given the range and complexity of social and
which they are facing in either finding appropriate social
environmental issues today, the public and philanthropic A panel of leading BoP-aligned energy enterprises will
BEST OF THE ENTREPRENEURS PITCHES sectors are forging more innovative public-private
capital or in allocating capital. The session will emphasize
discuss and debate how their companies are deploying
Some of the best pitches from the Pitch Room come to the collaboration and creativity in connecting social capital with
partnerships (PPP) with social entrepreneurs, businesses, innovative technology and business models, including
main stage to inspire our community. the right opportunities.
investors, and civil society. These new models demonstrate discussions on logistical considerations and pricing
how business and government are maximizing and strategies.

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 DAY 3 SCHEDULE DETAILS DAY 3 SCHEDULE DETAILS
ARE YOU HUNGRY FOR ACCESS, ECONOMIC PITCH SESSION 3: SCARCITY AND RESILIENCE * Tim Freundlich, ImpactAssets curate a discussion helping attendees make personal
DEVELOPMENT, AND INNOVATION TO ELIMINATE ENTREPRENEURS: WHERE THE PASSION MEETS Keely Stevenson, Bamboo Finance sense of their learnings.
FOOD DESERTS? THE PITCH / BLOCK 6 Gil Crawford, MicroVest
11:30 AM / 90 MINUTE SESSION / INVESTOR ROOM Wim van der beek, Goodwell Investments
WILD CARD TRACK / BLOCK 6B THE ART OF POSSIBILITY: A SOCAP COLLECTIVE
6 0 M I N U T E S E S S I O N / 370 C * NOTE: This session begins at 11:30 AM There is a wicked problem in impact investing, that of lack IMPACT PROJECT
Megan Fielding, MicroPlace Entrepreneurs who are pitching: of scale. A new strategy is being employed, diversifying
PEOPLE-POWERED CAPITAL / BLOCK 7
Scott Sporte, NCB Capital Impact Amy Cagle, DayOne Response to multiple fund offerings concurrently, all leveraging the 6 0 M I N U T E S E S S I O N / G O L D E N G AT E
Brahm Ahmadi, People’s Community Market David Auerbach, Sanergy same distribution, back office, and brand to aggregate to
James Hanusa, Rio+20 Earth Summit
Tina Castro, The California Endowment Ben Sandzer-Bell, CO2 Bambu bigger, better, faster. Cutting edge leaders explore what it
Pablo Bravo, Catholic Healthcare West Dana Harvey, Mandela Foods Cooperative means to be a Fund Family. Join us in this interactive session as we dive into the
Supporting Mentors: behaviors, structures, and businesses that will continue to
Join us for the how and why behind the California
Dan Crisafulli, Potrero Impact Advisors drive the rise of the people-powered economy. Harness
FreshWorks Fund, a $200 million financing partnership LAUNCHING AND ITERATING: LEARNING FROM
R. Paul Herman, HIP Investor SOCAP’s community to make an actual impact as we
created to bring fresh healthy foods to over two and a half THE MARKET
explore—along with investors and the city of San Francisco—
million people. And learn how you can help this Fund and Moderator: DESIGN FOR SOCIAL INNOVATION / BLOCK 7
what it would take to make the Central Market District in
other healthy food initiatives improve health outcomes in Suzanne Biegel, Investors’ Circle 60 M I N UTE SESSION / FI R E HOUSE
San Francisco a showcase people-powered economy.
underserved communities, spur economic development, Social entrepreneurs present their work in areas as Krista Donaldson, D-Rev: Design for the Other 90%
and inspire innovation in healthy food retailing. diverse as water sanitation, information access as a human Yves Behar, fuseproject
right, sustainable sanitation systems in urban slums, and Damien Newman, Central Story BLUE SKY: THE SHAPE OF THE IMPACT ECONOMY

$
SEEDING SYSTEMS CHANGE: A LOOK TOWARD affordable eco-housing solutions, with particular focus in Eve Blossom, Lulan Artisans IN 2012 AND BEYOND.

$
GREEN 3.0 Africa and Latin America. However, all are united in their MONEY, MEANING & IMPACT / BLOCK 7
Launching products and services into the market
6 0 M I N U T E S E S S I O N / I M PACT F O R U M
GREEN 2.0: SUSTAINING PEOPLE & PLANET / BLOCK 6 focus on improving access to basic human needs. Each begins a feedback loop that provides information
6 0 M I N U T E S E S S I O N / 26 0 C presenter will receive on-the-spot support from mentors about how well our ideas are hitting the mark with our Jonathan Greenblatt, Impact Economy Initiative,
who will commit to providing tangible resources, offer intended audiences. Ideally, we build in mechanisms to The Aspen Institute
Gil Friend, Natural Logic
network connections, and give concrete advice. Jonathan Jenkins, The Social Investment Business
Cheryl Dahle, Future of Fish listen, learn, adjust, and iterate to create meaningful
Stephen DeBerry, Bronze Investments
Jackie VanderBrug, Criterion Ventures experiences that people love, which serve them well, and
Eduardo Rallo, Pacific Community Ventures
Thomas Kriese, Context Partners that work as successful business models. We’ll explore
Christa Velasquez, Initiative for Responsible Investment,
the ways in which we can gather feedback to continually
How do we move beyond considering the effect of
one solution to seeing how myriad solutions interact
1:00 PM LUNCH improve products and services.
Harvard University

As the discussion about social capital markets shifts to

in a system? How do we look at a sprawling problem, F E STIVAL PAVI LI O N the mainstream economy, many are wondering about its
created through chain reactions of consumers, farmers, INVESTING FOR THE FUTURE OF TECHNOLOGY future trajectory. We have already seen more financially-
policymakers, scientists, and others, to understand TECHNOLOGY: INCLUSIVE & INVESTABLE / BLOCK 7 driven investors enter the market, and a wave of
what’s missing? These panelists have stepped up to
grapple with difficult questions, looking past alluring 2:00 PM PARALLEL SESSIONS BLOCK 7 60 M I N UTE SESSION / FLE ET ROOM

Jamais Cascio, Institute for the Future

entrepreneurship. But what will the next generation look
like? What can we expect as the field evolves? What are
“silver bullet” approaches to problem solving. They have
Join Jamais Cascio—one of Foreign Policy magazine’s the high-performing social enterprise business models
embraced more challenging, nuanced, and hopefully, more IT’S “ALL IN THE (FUND) FAMILY”
Top 100 Global Thinkers—in a sensemaking discussion. driving the field forward, and the smart ways of identifying
effective approaches. Join us to hear about their different MANAGING SCALE THROUGH MULTIPLE FUNDS
We’ll consider the intersection of emerging technologies, and financing them? In this session, noted thought
approaches to hack the system. WILD CARD TRACK / BLOCK 7A
environmental dilemmas, and cultural transformation. leaders share their insights on the future that we have to
6 0 M I N UTE S E S S I O N / C OW E LL TH EATE R
Jamais will introduce three future scenarios, and then look forward to.

58 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 3 59

 DAY 3 SCHEDULE DETAILS DAY 3 SCHEDULE DETAILS
THE POLYCENTRIC REGION solar energy solutions for homes and businesses, and companies inform and are informed by the world of
POLYCENTRIC SOLUTIONS: LOCAL IN THE WORLD / BLOCK 7 creating low-cost and effective solar solutions to meet Social Enterprise.
6 0 M I N U T E S E S S I O N / 370 C the basic energy demands of some of Guatemala’s
poorest citizens—these are the solutions that you will FILLING THE GAPS
Eva Engquist, Malmö University Matt Bannick, Omidyar Network (panel moderator)
Philip Sandberg, Centrum för Publikt Entreprenörskap (Center see presented by the social entrepreneurs who have
Bill Davis, GATE Impact
for Public Entrepreneurship) built them. Then witness as mentors provide tangible
Jed Emerson, ImpactAssets
Hanna Sigsjo, Malmö University resources, offer network connections, and give concrete
Linda Rottenberg, Endeavor
advice on-the-spot.
In the 1990s, the shipbuilding industry in Sweden Tracy Palandjian, Social Impact Bonds
collapsed. For Malmö, and the Region, this was a tragedy There is significant interest, capital, and entrepreneurial
as the city not only lost a large number of jobs, but also
its identity and its population dwindled. After unsuccessful 3:00 PM activity flowing in the social capital market. As the impact
investing sector grows, it’s time to focus on infrastructure,
attempts to establish other heavy industries, the focus was addressing barriers to success, and on filling in the gaps.
shifted towards knowledge, innovation, and sustainability, BREAK
Investors, capacity providers, and leaders of important
F E STIVAL PAVI LI O N
built on cross-sector collaboration. Come hear about the new investment platforms explore what’s next.
transformation, and what it was like getting there.

PITCH SESSION 4: ENERGY AND TECHNOLOGY * 3:10 PM PLENARY SESSION 4:50 PM OPEN SPACE JAMBOREE
ENTREPRENEURS: WHERE THE PASSION MEETS
THE PITCH / BLOCK 7 100 M I N UTE S E S S I O N F E ST I VA L PAV I L I O N
9 0 M I N U T E S E S S I O N / I NVE STO R R O O M
* NOTE: This session begins at 1:30 PM
CRAIG’S NEXT Join us for more conversations, food, and fun in Herbst
KEYNOTE CONVERSATION WITH CRAIG NEWMARK Pavilion as SOCAP winds to a close. Then stay into the
Entrepreneurs who are pitching: evening for Off The Grid, when more than 30 food trucks
David Schafran, NETRA
Craig Newmark—founder of craigslist—knows what it
converge onto Fort Mason for a spectacular array of San
Juan Fermín Rodríguez, QUETSOL takes to build a global, scalable, online platform. Now he’s
Francisco Street Food, music, and even more time to
Stig Westling, Skip to Renew trying to figure how to use a mix of the virtual and the
connect and keep the conversation going.
Alla Jezmir, EGG-energy local to build a new platform that empowers a movement
for the common good. An armchair conversation with
Supporting Mentors:
Kevin Jones.
Peter Crosby, dotSUB
Yolanda Ruiz, Pacific Community Ventures
6:00 PM OFF THE GRID
POINTING ENTREPRENEURS AT PROBLEMS
Sylvia Ventura, Hub Ventures
WITH A BUDGET ATTACHED
Gary Bolles, Xigi Inc
Through a collaborative process, the Sustainability
Moderator: Consortium drives scientific research and the
Suzanne Biegel, Investors’ Circle
development of standards and IT tools through a
Energy and technology are hot industries right now, collaborative process in order to enhance the ability
especially in how they are leveraged for social issues. to understand and address the environmental, social,
Using smartphones to determine a person’s vision and economic implications of products. Bonnie Nixon,
prescription in the moment, developing bio-based the Consortium’s Executive Director, brings insights
industrial lubricants and greases, providing turn-key to SOCAP into ways that her work with Fortune 500

60 SOCAP 11 CONFERENCE GUIDE SCHEDULE DETAILS / DAY 3 61

What brings these people together?

A STORY TO TELL
When choosing speakers for our conferences, the SOCAP
5

team finds the people who are the thinkers and the doers who
are making a difference, using business as a tool for disruptive,
system-changing impact that can grow fast enough to meet 7
the challenges of the world.
6

1 B ERT OLA BERGSTRAND / Community of Bergsjon, Sweden

4
2 DANA HARVEY / Mandela MarketPlace

3 DAVID CHEN / Equilibrium Capital Group

4 D ONNA MORTON / First Power

5 FRAN SEEGULL / ImpactAssets

8
3
6 J O-ANN TAN / Acumen Fund

7 NED BRESLIN / Water for People

8 N EAL GORENFLO / Shareable Magazine

9 V
 AN JONES / The Green-Collar Economy

10 P
 ATRICK GLEESON / Meyer Family Enterprises 11
11 P
 ATRICE SCHNEIDER / Media Development Loan Fund 2
9

1 10

BRINGING PEOPLE TOGETHER TO MAKE CHANGE

 MAINSTAGE SPEAKERS AT SOCAP11
Innovation and Technology at Sales- based approach to impact investing that seeks to infuse
force.com Foundation. While there, he new capital into the system via an expanded investor
established himself as a thought leader class. Prior to joining MicroPlace, Giles worked for five
in the social metrics space through years as a Senior Manager on PayPal Inc’s consumer
extensive experience working with or- marketing team, where he led development of the firm’s
ganizations such as the Acumen Fund, social media strategy and created key consumer en-
GIIN (Global Impact Investing Network) gagement programs and campaigns. He was a principal
and members of ANDE (Aspen Network for Development member of the team responsible for developing their
Entrepreneurs). Steve also a long background as a high Corporate Social Responsibility platform. Before that,
school administrator and classroom teacher, and started he spent five years at eBay, Inc. as a Senior Category
his career in the Peace Corps. Today, Steve’s work concen- Manager, where he led strategic oversight of the com-

KEVIN STARR language and achieve a common goal on a project. He is

proud to see groups maximize social and environmental
trates on helping microfinance institutions and other de-
velopment organizations measure and manage their social
pany’s Books marketplace, among others, emphasizing
specialized community input as the foremost driver of
Kevin directs the Mulago Founda- impact faster and smarter than it could have been done performance using the Progress out of Poverty Index™. the consumer shopping experience.
tion and the Rainer Arnhold Fellows without the new, and innovative collaborations that occur
Program. He had a perfectly good
career in medicine when he stumbled
based on people meeting and discovering each other’s
value at SOCAP. SABA GUL MICHAEL KIESCHNICK
into philanthropy in 1994. His friend Michael is president and co-founder of
Saba Gul is an engineer turned entre-
and mentor Rainer Arnhold died suddenly when they Working Assets, a telecommunications
preneur/do-gooder, with a passion for
were working together in Bolivia, and the Arnhold family
asked Kevin to help carry on Rainer’s work through the
ROSA LEE HARDEN female education and empowerment. company that donates a portion of its
revenues to progressive non-profit
Her current project, Bags for Bliss, is
Mulago Foundation. He spent the next decade working Rosa Lee Harden, the executive pro- groups and engages its members in civ-
dedicated to lifting adolescent girls and
with projects from Afghanistan to Zambia, trying to figure ducer of SOCAP/Europe, is a serial ic activism. Under Michael’s direction as
their families out of poverty through
out what makes for real impact at big scale. At the behest entrepreneur and community builder. president, Working Assets has grown dramatically, from $2
education and entrepreneurship. The girls are trained to
of the board, he established the Rainer Arnhold Fellows Her goal in producing SOCAP has million in revenues in 1991 to more than $100 million today.
create, design, and market beautiful, socially-conscious
Program in 2003 to apply Mulago’s principles and tools been to keep meaning alive at the Michael currently serves on the boards of The Beatitudes
handbags. The profits fund their education and provide sav-
to help social entrepreneurs turn good ideas into lasting intersection of money and meaning. Society, Sojourners, the American Environmental Safety
ings for the community. Saba is a recent alumnus of MIT,
change at scale. As a founder, Rosa Lee has strategized to bring open Institute, the League of Conservation Voters Education Fund,
from where she holds BS and MS degrees. Saba was an
space sessions to every SOCAP conference. In addition and the Ballot Initiatives Strategy Center Foundation. He has
MIT Public Service fellow in Sri Lanka, where she worked
to allowing everyone to contribute what is meaningful for written several books on capital markets and development,
on low-cost solar lighting for post-Tsunami refugees. She
KEVIN JONES them, the open space sessions help SOCAP conferences
build a community of people in relationship with one an-
has also conducted workshops on entrepreneurship at uni- most recently Credit Where It’s Due (with Julia Parzen), the
versities in Africa. She sits on the board of the MIT South authoritative study of development banking.
Kevin has been a successful serial other. A community builder in all of her activities, she was
entrepreneur for many years, building Asian Alumni Association, and volunteers her time for the
the priest in an Episcopal parish in San Francisco for ten
information businesses in emerging years, where she led a thriving, innovative, and welcoming
Association for the Development of Pakistan. Saba was JEFFREY HOLLENDER
industry and technology markets. born and raised in Lahore, Pakistan.
congregation. Her next challenge is taking the money Jeffrey Hollender is co-founder and
His sweet spot is when the value is and meaning conversation more deeply into the church former CEO of Seventh Generation,
obviously present but not yet clearly
defined and has to be discovered in face-to-face con-
as Canon for Money and Meaning at All Souls Episcopal GILES CASSELS which he built into a leading natural
Cathedral in Asheville, NC. Giles Cassels joined MicroPlace, product brand known for its authen-
versations. He has been part of creating market-defining
Inc. in 2010. He leads all marketing ticity, transparency, and progressive
publications, conferences, and analysis services in internet
marketplaces and now social capital markets. Success, STEVE WRIGHT efforts for the MicroPlace team, and business practices. For more than 25
years, Hollender has been helping millions of Americans
has been focused throughout 2011
to Kevin, for a conference like SOCAP11 is when people Steve has worked for more than 15 years at the intersec-
on bringing new vigor to the firm’s make green and ethical product choices, beginning with
from different sides of the marketplace—say an NGO tion of technology and education. Before joining Grameen
mission and brand—most specifically his bestselling book, How to Make the World a Better
and an impact investment fund —learn to speak the same Foundation in 2010, he served for years as the Director of
by creating a more community-oriented, movement- Place, a Beginner’s Guide. He went on to author five

64 SOCAP 11 CONFERENCE GUIDE MAINSTAGE SPEAKERS 65

additional books, including The Responsibility Revolu- and was recently named a finalist for the ISSP Pinnacle families, enable social entrepreneurs worldwide, and that Middle East and North Africa (MENA), where he helped
tion and Planet Home. Hollender is a board member of Award (along with Ray Anderson, Amory Lovins, Karl- advocate their Foundation’s sustainability, mission, and leaders of Arab microfinance banks create a network
Greenpeace US and Verité, an independent non-profit Henrik Robert, and Bob Willard), acknowledging “those social investment strategy. Kleissner provides pro-bono called Sanabel. The original 17 microfinance institutions
organization monitoring international labor rights abuses people that have contributed the most to the emerging architectural, project, and construction management ser- (MFIs) in the network serving 170,000 clients grew over
in off-shore production sites. He is also co-founder of field of sustainability.” He lectures widely on business vices for non-profits both locally and internationally with nine years to 61 MFI’s serving 3 million clients, mostly
the American Sustainable Business Council, a coalition strategy and sustainability issues and writes The New a focus on culturally appropriate and sustainable design. women. The MFI’s operate in some of the toughest
committed to changing the rules of business through Bottom Line, offering strategic perspectives on business Additionally, she has led fundraising efforts for a variety environments in Yemen, Syria, and Iraq, strengthening
public policy and a special advisor to the Cleveland and environment. He holds an M.S. degree in systems of both local and international non-profits focusing on families and communities. The work in MENA led to the
Evergreen project. ecology from Antioch University, has a black belt in capital and endowment campaigns. Kleissner was raised establishment of the Gray Ghost Microfinance Fund, a
Aikido, and is a seasoned practitioner of “The Natural in Hawaii, attended the Kamehameha Schools and the regional microfinance equity-fund incubator.

PENELOPE DOUGLAS Step” environmental management system. University of Hawaii at Manoa graduating with a BArch

Penelope Douglas is Board President of

in Environmental Design. She was the Vice President of
JEFF LEIFER
Hub Bay Area/SOCAP. Prior to joining DEBORAH ALVAREZ- an architectural firm in Hawaii doing work in Hong Kong,
Singapore, Sri Lanka, and Malaysia. Most recently she My name is Jeff Leifer, CEO of Cir-
Hub Bay Area/SOCAP, she founded
and served as CEO of Pacific Com-
RODRIGUEZ was the president of The Kleissner Group, an architec- cadian Media Lab (CML). I was proud
to be among the earliest voices ad-
tural and project management firm in Silicon Valley.
munity Ventures—a non-profit whose Deborah Alvarez-Rodriguez joined vocating socially responsible finance,
mission is to invest human, intellectual, Goodwill Industries as President and and still consider that a driving force
and financial capital in small businesses for the benefit of CEO in March 2004. Known for her SEAN GREENE in my life. I’ve had the privilege of
economically-underserved communities. Douglas was also a dynamic leadership style, and with Sean Greene is the Associate Admin- working at the intersection of media, finance, and tech-
partner in Pacific Community Ventures LLC, with $60 million over 15 years of executive management experience istrator for Investment and Special nology for more than three decades – and I’m still learn-
of committed capital. For nearly three decades, she has ap- spanning the non-profit, philanthropic, public, and private Advisor for Innovation at the U.S. ing how to frame the big questions facing social capital
plied her strategic acumen and dedication to social change sectors, Ms. Alvarez-Rodriguez has a track record of Small Business Administration. He today. Transformative change begins with a shift towards
for organizations such as Morrison & Foerster, Odwalla, catalyzing change within organizations and leading them brings 20 years of experience as an harmonizing our business and life goals. At CML, we are
Ernst & Young, New Mexico Community Capital, Wells Fargo, toward greater innovation, accountability, and respon- entrepreneur, investor, and business committed to bringing about this meaningful change in
San Francisco’s Larkin Street Youth Center, Friends of the siveness. Prior to joining Goodwill, Ms. Alvarez-Rodriguez strategist to the SBA. He was the founder and CEO of culture through authentic engagement. From engineer-
Urban Forest, Juma Ventures, and more. She’s been fea- was Vice President of Silicon Valley’s Omidyar Founda- Away.com, an online travel company that he sold to Or- ing digital media to sharing transformational stories,
tured by media outlets such as the New York Times, NPR, tion, the Director of San Francisco’s Department of bitz. He was also a co-founder of Rock Creek Ventures CML is stretching towards this horizon.
San Francisco Chronicle, and California magazine, which Children, Youth and Their Families (DCYF), the Founder and LaunchBox Digital, a seed-stage investment firm in
and CEO of San Francisco’s Every Child Can Learn
includes recognition as a pioneer of “compassionate capital-
ism,” and a Robert A. McNeeley Trailblazer Award winner. In Foundation, Executive Director of Intergovernmental
Washington, D.C. Previously, Greene was a management
consultant with McKinsey & Company. Greene holds
JANE McGONIGAL
addition to being a leader of social change, Douglas is an and School-linked Services at the San Francisco Unified an AB from Princeton University, an MBA from Yale’s Jane McGonigal, PhD is a world-re-
athlete who has competed in ultra marathons and Ironman School District, and Assistant Director for Budget and School of Management, and was a Fulbright Scholar at nowned designer of alternate reality
Distance Triathlons, and an artist whose paintings and draw- Planning for the San Francisco Department of Public the National University of Singapore. games—or, games that are designed
ings have been exhibited publicly. Douglas is a native of Health. Ms. Alvarez-Rodriguez is a graduate of Harvard- to improve real lives and solve real
Radcliffe College. problems. She believes game design-
California and a graduate of Smith College.
BOB PATTILLO ers are on a humanitarian mission—

GIL FRIEND LISA KLEISSNER Bob is the founder of Gray Ghost

Ventures (GGV) and responsible for
and her #1 goal in life is to see a game developer win a
Nobel Peace Prize. She is the New York Times bestsell-
Gil is founder, president, & CEO of Lisa Kleissner is the President of the vision behind GGV. He currently ing author of Reality is Broken: Why Games Make Us
Natural Logic Inc, helping companies the KL Felicitas Foundation, a family leads the team as Chief Executive Better and How They Can Change the World (Penguin
design, implement, and measure prof- foundation she co-founded with her Officer. Bob’s first microfinance work Press, 2011)—and currently serves as the Creative Di-
itable sustainability strategies. He is husband in 2000. The Foundation is was on the board of the Deutsche rector for Social Chocolate, where she is making games
widely considered one of the found- dedicated to supporting programs Bank Microcredit Development Fund. ACCION board powered by the science of positive emotion and social
ers of the sustainability movement, that empower rural communities and service soon followed, which then led to field work in the connection. The company’s first game, SuperBetter, is

66 SOCAP 11 CONFERENCE GUIDE MAINSTAGE SPEAKERS 67

designed to increase resilience in the face of any illness she was Director of Private and Fi- pants to play an active role in policing the information revenue to $2 billion—nearly half of eBay marketplace
or injury, or health and wellness goal. Players have used nance Sector at World Bank and Chief that is shared on the site. In March 2011 Craig launched revenue—and spearheaded eBay’s initiatives in Global
SuperBetter to overcome concussions, get through che- Executive Officer of the Consultative craigconnects, his initiative to link up everyone on the Development and Citizenship, where he worked to bring
motherapy, reduce stress, lose weight, and quit smoking. Group to Assist the Poor (CGAP), a planet using the Internet to bear witness to good ef- the power of eBay to the developing world.
Clinical trials for the game begin in September at Ohio multi-donor organization housed at the forts and encourage the same behavior in others. Craig
State University Medical Research Center. World Bank and created to help build
a professional, global, microfinance
regularly communicates through Twitter (twitter.com/
craignewmark) and Facebook (facebook.com/craignew-
BILL DAVIS
As the president of Gate Impact, Bill
PASCAL FINETTE industry providing flexible, high-quality
financial services to the poor. Prior to joining CGAP,
mark). He also blogs regularly (cnewmark.com) and is a
contributor to the Huffington Post (huffingtonpost.com/ specializes in Business & Logistical
Pascal Finette is Director of Mozilla’s Elizabeth was JP Morgan’s Managing Director in charge craig-newmark). Intelligence with recent engagements
Web FWD accelerator program, of capital markets and financing in emerging Europe, with American Express, IBM, and Boe-
Photo credit: Stephanie Canciello, unali artists
where he works with the wider the Middle East ,and Africa as well as JPM’s Head Debt ing. Bill provides advisory services to
community inventing the future of Trader in Africa, Eastern Europe, and Asia. She has addi- some of the largest Social Investment
the Web. He loves technology and tionally served on the Board and Executive Committee of BONNIE NIXON Portfolios and passionate consultants in the US, and
believes that the Internet is deeply impacting mankind. Women’s World Banking, the MasterCard Foundation and As Executive Director for The Sustain- coauthored the Impact Intelligence for High Performing
Prior to Mozilla, he led eBay’s Platform Solutions Group, Calvert Foundation, among others. ability Consortium (TSC), Nixon is Organizations Roadmap. Over his 20 year career, Bill has
consulted a bunch of entrepreneurs on their strategy responsible for strategic direction and provided leadership that resulted in financial, technical,
& operations, and invested into startups, among other operational, and most importantly cultural transformation
things. Pascal frequently speaks about Open Innovation BRIAN TRELSTAD execution. TSC will help set standards
and transparent methodologies, tools (work ethic, quality of work, timelines, & governance) for
on the Web. Brian Trelstad is the Chief Investment and strategies for products and supply his clients. In his spare time he is a “change the world”
Officer of Acumen Fund, a $60M social networks that address environmental, social, and economic artist and writes music that address issues of inequality

FRANK VAN BEUNINGEN investment fund investing in innovative

social enterprises in South Asia and
imperatives. Prior to TSC, Bonnie was Director of Environ- in North America and orphans of war in South America.
Bill’s passion is driven by being a personal beneficiary of
mental Sustainability at Hewlett Packard (HP). As Director
Frank van Beuningen, co-founder of East Africa delivering critical health, effective ecosystems that are designed to alleviate pov-
of Ethical Sourcing at HP, she implemented the worlds’
SOCAP/Europe, is an entrepreneur, water, housing, and energy services erty and promote success in inner city communities.
largest and most complex electronic ethical and sustain-
investor, and champion of small to the base of the pyramid. He also drives Acumen’s work able supply chain program. Nixon serves on multi-industry
companies that intersect money
and meaning. In his early years,
measuring social and financial return and is a founding
executive committee member of the Aspen Network of
consortia for global retailers, footwear and apparel, toy, JED EMERSON
pharmaceutical, chemical, automotive, consumer goods, and
Frank exited banking for sailing and Development Entrepreneurs (ANDE). Prior to Acumen Jed Emerson has extensive experi-
mining. She is Board Chair for Sustainable Silicon Valley and
windsurfing, and along the way built a small sailmaking Fund, Brian was a management consultant with McKinsey ence leading, staffing, and advising
is on the Board of Blue Planet Network.
firm into an international brand. His love of nature & the & Company in their New Jersey office. He has co-founded funds, firms, social ventures, and
environment propelled him in 1997 to found the first and advised several early-stage technology companies and foundations pursuing financial per-
social investment fund in Europe, PYMWYMIC (Put Your social enterprises and was the lead environmental staffer MATT BANNICK formance with social/environmental
Money Where Your Mouth Is Community). Frank has for President Clinton’s Corporation for National Service. As Managing Partner, Matt Bannick impact. He is an internationally rec-
since invested in or led investment for 30 companies. He is a graduate of Harvard College, Stanford University’s leads all aspects of Omidyar Net- ognized thought leader in sustainability and sustainable
He continues to sail and enjoy life, now with his wife Graduate School of Business, and the University of Califor- work’s operations and strategy, work- finance, impact investing, social entrepreneurship, and
Margaret who he met through impact investing (a mea- nia’s College of Environmental Design. ing closely with the co-founders and strategic philanthropy. Emerson has played founder roles
surable return). And with the PYMWYMIC community of board of directors. Prior to Omidyar, with some of the nation’s leading venture philanthropy,
investors Frank continues to put his money where his community venture capital, and social enterprises. He has
mouth is for the companies changing the world. CRAIG NEWMARK Bannick was general manager, and
later president, of eBay International, Bannick was largely also served in various faculty appointments at Harvard,
Craig Newmark is the founder of responsible for building eBay’s global footprint and driving Stanford, and Oxford University Business Schools and

ELIZABETH LITTLEFIELD craigslist, the web-based platform

that has fundamentally changed
phenomenal revenue growth. After eBay acquired PayPal is an internationally recognized author and visionary,
presenting his work at The World Economic Forum, Skoll
in 2002, Bannick was PayPal’s president more than tri-
Elizabeth Littlefield was appointed by President Obama as classified advertising. It is based on a World Forum, and countless conferences around the
pling its revenue in its first two years with eBay. In 2004,
OPIC’s tenth President and CEO. From 2000 until 2010 culture of trust, encouraging partici- globe, addressing business, social justice, philanthropy,
Bannick returned to eBay International, increasing annual

68 SOCAP 11 CONFERENCE GUIDE MAINSTAGE SPEAKERS 69

 SOCAP11 SPONSORS
sustainable development, and impact investing audiences.
Jed currently currently serves as EVP Strategic Develop-
ment of ImpactAssets. In that position he oversees intel-
lectual property development and field building efforts.

TRACY PALANDJIAN
Tracy founded Social Finance Inc. Prior
to launching the firm, Tracy was a Man-
aging Director at The Parthenon Group,
a global strategy consulting firm where
she established and led the non-profit We wish to thank the following innovative sponsors who stand at the forefront of the social capital markets movement.
practice, and consulted to foundations
and non-profit organizations. Tracy is also a co-author of
Investing for Impact: Case Studies Across Asset Classes.
SOCAP’S MARQUEE SPONSOR
Prior to Parthenon, Tracy worked at Wellington Management
MICROPLACE
Co. and McKinsey & Co. Tracy serves on the boards of the
Robert F. Kennedy Center, the HBS Alumni Board, and www.microplace.com
Agassi Graf Holdings. A native of Hong Kong, Tracy is fluent MicroPlace’s mission is to help finance the fight against
in Cantonese and Mandarin. She graduated magna cum global poverty—inspiring individuals to invest in poverty
laude from Harvard College, with a B.A. in Economics, and alleviation, community development, healthy food, and other
holds an M.B.A. with high distinction from Harvard Business initiatives so their portfolios can make a positive difference
School where she was a Baker Scholar.
in the world. Investors can start with as little as $20. Once
they’ve invested, they earn quarterly interest and —at
maturity—choose to either reinvest or get repaid. By enabling
individuals to devote a portion of their investment portfolios
to impact investing, a significant source of new funding
is made available to drive transformational social change
where it is desperately needed.

INNOVATION SHOWCASE POWERED BY

HALLORAN PHILANTHROPIES development, media
www.halloranphilanthropies.org renewal, and clean energy
The vision of Halloran Philanthropies is to create the programs to the poor.
“World We All Want” by contributing to and investing in Halloran Philanthropies
organizations that demonstrate great success in programs recognizes that a new
that promote global ethics and community economic form of capitalism is
development. To fulfill our mission we are committed to arising that recognizes
supporting projects designed to promote and expand both the power and efficiency of market systems and the
corporate social responsibility, social capital markets, ability to direct them toward social and environmental
interfaith dialogue, microfinance, community entrepreneurial issues leading to a more balanced set of “returns.”

70 SOCAP 11 CONFERENCE GUIDE SPONSORS 71

SUPPORTING SPONSORS nationwide, ranging from $250,000 to $250 million
in assets. Foundation Source Access is a service for
operate, and strengthening communities worldwide. We
aim to enrich society and drive sustainable economic
foundation clients that enables them to find projects and growth by giving people and businesses innovative ways
selection of the highest quality products available. Our
causes that match their philanthropic interests, and tap to be more creative, productive, and successful through
search for products begins right outside our front door
the experiences and expertise of the entire Foundation the power of information. Our approach to corporate
in every community where we do business. We are
Source community. Our full range of back office, online, responsibility is an integrated part of HP’s overall
OMIDYAR NETWORK permanently committed to buying from local producers
and advisory services allows donors and their families to business strategy, helping us create long-term value that
www.omidyar.com that meet our high quality standards, particularly those
focus more on mission, strategy, and family priorities and will benefit customers, shareholders, consumers, and our
Omidyar Network is a philanthropic investment firm who farm organically and are themselves dedicated to
less on administration and compliance tasks. The result: communities. The innovations driven through our social
dedicated to harnessing the power of markets to environmentally friendly, sustainable agriculture. We are
better run foundations with greater social impact. innovation program broaden our understanding and
create opportunity for people to improve their lives. greatly increasing our efforts in this regard by further
perspective on customer needs, creating a virtuous cycle
Established by eBay founder Pierre Omidyar and his empowering our individual stores and regional buyers to
of business development.
wife Pam, the organization invests in and helps scale seek out locally-grown products.
for-profit companies and nonprofit organizations to
catalyze economic and social change. To date, Omidyar
Network has committed more than $440 million across
multiple investment areas, including financial inclusion, EMCOR
IMPACT ASSETS
entrepreneurship, property rights, mobile technology, and www.emcor.com
RSF SOCIAL FINANCE www.impactassets.org
government transparency.
www.rsfsocialfinance.org Emcor Securities Inc. (Emcor) has three decades of ImpactAssets is a non-profit financial services company
Since 1984, RSF Social Finance has provided more experience as a leading independent risk management created to help solve the world’s toughest problems by
than $230 million in loans and $100 million in grants firm. Emcor provides strategic asset allocation advisory catalyzing investment capital for maximum environmental,
to social enterprises generating positive social and services to institutional investors and family offices, and
LIQUIDNET social, and financial impact. With easy and effective
environmental impact. Underlying all of our work is a specializes in the design and development of customized
http://www.liquidnet.com/about/forGood.html options for individuals and advisors, ImpactAssets
spirited conversation about the role that money can investment allocations and strategies. The investment aggregates and invests assets in order to accomplish
Liquidnet is the premier institutional investment community, programs to which Emcor serves as advisor are managed
play in the development of humanity. SOCAP facilitates three goals:
bringing together the world’s largest asset managers by traditional as well as alternative investment managers,
these conversations on a large scale, bringing together
and public companies on a single network that directly
a diverse group of global innovators working to direct and include investments in U.S. timberland properties with » L everage investments to earn a return and create
connects traders, portfolio managers, analysts, and an emphasis on full-forestry ecosystem services. positive social and environmental impact
the flow of capital toward social good. We are proud to
corporate issuers. Through an active corporate social
sponsor SOCAP11 and to be among the community of » Increase the amount of capital flowing to high impact
engagement program called Liquidnet For Good, since
investors and social entrepreneurs that are attracted to social and environmental enterprises
2007 the company has devoted its financial capital, human
capital, and creative capital to help solve social challenges.
this event each year.
» S peed the adoption of impact investing by investors,
philanthropists and their wealth advisors

Making More Foundations Great Foundations™ HP

www.hp.com
FOUNDATION SOURCE
www.foundationsource.com At HP, we believe that corporate success and social
WHOLE FOODS MARKET
contribution are interdependent. As the largest
www.wholefoodsmarket.com Foundation Source is the nation’s largest provider
technology company in the world, we’re in a unique
For more than 25 years, Whole Foods Market has of support services for private foundations. Today,
position to use our global reach to serve billions,
worked to provide customers with the broadest possible the company runs nearly 1,000 private foundations
improving quality of life, changing the way businesses

72 SOCAP 11 CONFERENCE GUIDE SPONSORS 73

 txtWEB GIIRS
www.txtweb.com www.giirs.org
HUB BAY AREA GOOD CAPITAL

www.bayarea.the-hub.net www.goodcap.net txtWeb is a global platform where anyone with a mobile GIIRS Ratings and Analytics assist companies and funds
phone can discover and consume internet AND txtWeb- in the capital raising process by providing them with
The Hub Bay Area is a nexus point of entrepreneurship, Good Capital is an investment company that increases
only content just by SMSing keywords (very much like ratings on their social and environmental performance.
funding, and mission. It is a place where for-profit and the flow of capital to innovative ventures creating market-
based solutions to inequality and poverty. Using a high entering domain names into internet browsers) to ONE GIIRS also provides investors the data they need to make
non-profit social change ideas build and scale into viable
national number and receive back content (up to 900 intelligent impact investing decisions. At scale, GIIRS
enterprises that address the complex problems we face, engagement model, we invest in the most promising
characters per SMS). Keywords represent an almost will help drive capital to higher impact investments, make
from poverty to climate change, for people and planet. social enterprises and give them the tools and guidance
unlimited number of applications that use content from the investment process for impact investments more
At the Hub, change agents find the support they need they need to succeed. In addition, Good Capital actively
the internet or have their own original content. These efficient, and help bring new capital to the marketplace.
to reach their goals faster, smarter, and more effectively, leads the development of the emerging social capital
applications are created by an open community of SOCAP provides GIIRS with a unique opportunity to
surrounded by a community of support and resources. market. We share a deep commitment to the creation of
publishers and developers, and can include Wikipedia bring its many stakeholders – companies, funds, partners,
From seed funding to professional services, from mentors a new, informed, and passionate world of investing that
content, local market prices, government programs, investment advisors, and investors–together.
to knowledgeable peers, the Hub is the platform that strategically moves more capital to good.
financial literacy tips etc. A user can think of txtWeb as
helps you make it happen. It’s where change goes to
an SMS-based browser, but much more accessible than
work, in San Francisco and Berkeley.
web-browsers on computers since anyone with a simple
feature phone can use it.
TRILLIUM INVESTMENTS
MARKETPLACE SHOWCASE SPONSORS www.trilliuminvest.com

Boston-based Trillium Asset Management, LLC (Trillium)

EXYGY
is the oldest independent investment advisor devoted
www.exygy.com exclusively to sustainable and responsible investing
REDF Exygy is a web services and applications development (SRI). We believe examining environmental, social,
NCB CAPITAL IMPACT www.redf.org company based in San Francisco, CA. They’re a team of and governance (ESG) factors as an integrated part
www.ncbcapitalimpact.org artists and developers building custom web, mobile, APIs, of the investment process can lower portfolio risk and
wordpress and more for startups, social ventures and help identify the best managed companies. With $900
NCB Capital Impact helps people and communities reach REDF is a California-based venture philanthropy
corporate clients around the world. million in assets under management, we have been
their highest potential at every stage of life. As a national, organization that invests in non-profit-run businesses
managing equity and fixed income investments for high
non-profit community development finance institution, called ‘social enterprises’ that create jobs to employ
net worth individuals, foundations, endowments, religious
Capital Impact provides financial services and technical people who have been chronically unemployed. The vast
institutions, and other non-profits since 1982. A leader in
assistance to help make high-quality health care, healthy majority of those we have interviewed after getting a
shareholder advocacy and public policy work, our goal is
foods, housing, and education more accessible and social enterprise job are still earning a paycheck two
EVENTBRITE to deliver both impact and performance to our investors.
attainable, and eldercare more dignified and respectful. years later, and contributing to their families, communities
www.eventbrite.com
Capital Impact has used its depth of experience, cooperative and the economy. Now we’re bringing our model to
approach, and diverse network of alliances to generate over scale to create jobs for thousands of Californians who Eventbrite is for anyone planning or attending an event.
$1.6 billion in critical investments that create a high quality have been shut out of the workforce, while developing They empower event organizers to become more efficient
of life for low-income people and communities. a replicable national model. REDF celebrates its Social and effective when bringing people together, and people
Enterprise Benefit and Expo September 30 in SF. everywhere to discover great events that matter to them.
Details at www.REDF.org/2011benefit.

74 SOCAP 11 CONFERENCE GUIDE SPONSORS 75

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

o.
C
a
Te

ca
ai
Ja
m
JTTC
www.betterworldbooks.com
that balances the social, economic and environmental
Better World Books is a for-profit social enterprise that values of its stakeholders. Since its founding in 2003, the
collects and sells books online with each sale generating Mishawaka, Ind.-based company has donated more than
funds for literacy initiatives in the U.S. and around the 5 million books; re-used or recycled more than 70 million
world. With more than eight million new and used titles in pounds of books and this month just surpassed $10 million
stock, Better World Books is a self-sustaining company raised for its non-profit literacy, library and college partners.

IN-KIND SPONSORS
NETWORK PARTNERS
Hub Global Tactical Philanthropy Toniic ClearlySo Lifestyle of Health
Criterion Ventures Watershed Capital Group Slow Money Kiva and Sustainability
(LOHAS)
NATURE GOT IT RIGHT. WE PUT IT IN A BOTTLE. Care2 PYMWYMIC Sustainable B Corp
Brands i-genius
NESsT Village Capital Global Social
Social Impact Venture Green Festival
Aspen Network of Development Investors’ Circle
Entrepreneurs (ANDE) Exchange Competition SXSW Eco

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

Celebrating people, planet and pure tea

76 SOCAP 11 CONFERENCE GUIDE SPEAKERS 77

What brings these people together? 1 C
 o-founder Tim Freundlich is the
creative financial genius behind the
businesses, with a fourteen years of
accelerating the flow of capital to

THE JOY OF CREATING good at Calvert Foundation, Good

Capital and Impact Assets. He cre-

A MISSION-FOCUSED
ates innovative financial platforms
that enable change to happen.

2 Co-founder Kevin Jones has created

MARKET
information businesses in emerging
markets multiple times. He excels at
figuring out where the market is go-
ing and telling the stories that help
convene the people.
Social Capital Markets is the conference that brings together
2
the people and organizations creating the market at the 1 3 Co-founder Rosa Lee Harden has
intersection of money and meaning. Our management team is started or turned around seven
dedicated to building a sustainable society through creating successful businesses before this
economic and cultural power for the poor, using a for-profit one. An Episcopal priest, she keeps
market as the tool to make it happen. We do that by producing meaning at the center of SOCAP
this conference and by providing social entrepreneurs the most and the Hub.
innovative and exciting place to work at the Hub Bay Area, 3 4 Cory Smith, CEO of the Hub and
where change goes to work in San Francisco and in Berkeley. SOCAP, has been a successful
technology and media entrepreneur.
He excels at turning point solutions
into coherent, focused platforms.

5 Penelope Douglas founded and led

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

BRINGING PEOPLE TOGETHER TO MAKE CHANGE

 SOCAP11 TEAM JANET WANG
Content Associate
Janet is a member of the Content
KERRY MCGAGIN HARAHAN
Principle of KMA
Communications
Team for SOCAP, focusing on speak- Kerry McGagin Harahan is a 15+ year
er coordination. She has worked as veteran of the public relations industry.
an economic consultant with Deloitte, Kerry’s emphasis is defining and
on product and operations for a aligning business and communica-
social venture tech startup, with a micro-enterprise bee- tion strategies in order to make an impact in the market
keeping initiative in Kenya, and is an origami and collage and build mindshare. She believes Money + Meaning =
arts enthusiast. Mutual Returns.

AMY BENZIGER GABBY CULVER

Content & Media Producer Content Producer
MIKE MOSS CASEY TERRAZAS
For the past 3+ years, Amy Benziger Gabby scouts the landscape of social Business Development Director Technical Director
has served as the Content Producer enterprise, discovering emerging
Mike is a Northern California native From Long Beach California, Casey
for the SOCAP conference series and trends and interesting developments,
and a Global Citizen. He attended brings experience in Convention
is a member of the founding team of and identifying thought-leaders and
peace rallies on his mom’s back at Audio-Visual Operations Management.
Hub Bay Area. A lifelong adventurer, action heroes to present at SOCAP’s
age 1, sold his dad’s homemade dried He has technically managed hundreds
she has lived, worked, and traveled in more than thirty annual event. Prior to SOCAP, Gabby managed Pacific
apricots door to door at age 4, and of events including LB Grand Prix, CA
countries and is still counting. Community Ventures’ Business Advising program, provid-
now heads up business development for Hub Bay Area, Governor’s Women’s Conference, Dwell (Magazine) on
ing resources to help progressive small businesses grow
Hub Ventures and SOCAP. Design, NASA, AOPA, and many more.
and access capital.
JON AXTELL
Operations Producer
KATHY BRUIN CHRISTINA WEBER BJ HARDEN JONES
Jon’s SOCAP experiences range Business Development Associate Copy Editor
from directing traffic as a SOCAP08 Logistics Manager
Christina is a sales & business As well as being the daughter of world-
volunteer social entrepreneur to coor- Kathy joins SOCAP this year manag-
development professional working changers Kevin Jones and Rosa Lee
dinating production and partnerships ing logistics to ensure a pleasant and
with social enterprise and sustainable Harden, and copy editor extraordinaire
for 4 consecutive SOCAP events. seamless experience for all partici-
businesses. for this program book, BJ is a mother,
Jon speaks Mandarin Chinese, loves Stroopwaffles, and pants. Kathy started her event career
a healer, a consciousness evolutionary,
revels in the evolution of the amazing community that has working on the SF AIDSWalk and has
and a budding cultural catalyst. She is holding space for
become SOCAP and Hub Bay Area. managed dozens of high tech conferences.
FABIENNE BLANC the paradigm shift toward the profound love inherent within
Registrar a radical knowing and speaking of truth.

MEGAN MCFADDEN BERT MEIJERS Fabienne, a native of France, was

raised by parents who were enthusias-
Online Media Manager Program Manager
tic early adopters of organic gardening MATTHEW JERVIS
Megan is responsible for SOCAP’s Bert is responsible for bringing the Production Designer
and she ate fantastic fresh food a la
online media presence via website Innovation Showcase to SOCAP11.
“Chez Panisse” throughout her child-  atthew caught the eye of the SOCAP
M
management, community outreach, Bert is an associate at PYMWYMIC in
hood. A San Franciscan since the ‘89 earthquake, she’s inner circle after displaying undeniable
social media, and partnerships. Megan Amsterdam, and a graduate from the
tried to grow a tomato in the City every summer since, but sign hanging skillz during the SOCAP/
has 6+ years of communication expe- KaosPilot University, the creative busi-
having decided it’s impossible, joined the SOCAP team Europe Conference in Amsterdam.
rience for socially innovative start-up organizations. ness school for social innovation in Denmark.
this year as its registrar.

80 SOCAP 11 CONFERENCE GUIDE SOCAP 11 TEAM 81

THANK YOU TO
Bin Li / SOCAP11 Intern
Kate Talbot / SOCAP11 Intern
TRANSPARENCY AT SOCAP11
Lindsay Melnick / SOCAP11 Intern
Serenity Mlay / SOCAP11 Intern
Avery Freeman / SOCAP11 Intern
Brian Jones / SOCAP11 Intern
Lisa Moresco / Volunteer Manager
Pei-Ru Ko / Volunteer Coordinator Changing the direction of capitalism is about more than inclusive network.
Nicole Shore / Zero to Sixty Communications, Public Relations just talk, it’s about delivering on our ideals. That’s why www.solidarium.com.br
Peter Dietz / Social Media we’ve done everything we can to use vendors who share
our values for social responsibility and social benefit.
Supriya Kalidas / Graphic Design
Claire Herminjard / Mindful Meats
We’ve also tried our best to minimize the detrimental
environmental impact that large conferences like this one
ACRE GOURMET
Colleen Cannon-Boyd, Internal Navigation Consulting / Professional Coaching generally have. From consumption and waste to energy Acre Gourmet has provided the local, organic, and Fair
and emissions, we’ve taken steps to reduce the event’s Trade when possible menu that has been planned for your
Eric Nitzberg, Nitzberg Consulting / Professional Coaching
footprint and prioritize sustainability. enjoyment.. A local Bay Area food service company, Acre
Ruth Braden / Follow Me Social Marketing is dedicated to producing delicious food in the context
Better World Books of sustainability. They strive to offer an authentic and

Martin Montero CARBON NEUTRALITY refreshing alternative to on-site institutional food service.
Acre Gourmet operate cafes in private schools, museums,
David Hodgson SOCAP is always conscious of reducing our carbon corporate campuses, and non-profit centers.
Avary Kent footprint. In planning the conference we make careful
www.acregourmet.com
decisions to reduce our collective greenhouse gas
Julia Chapman
emissions through materials and energy conservation as
Jarrod Shappell much as we can.
Lauren Brown We encourage event attendees to calculate your own
FORT MASON CENTER
Deborah Cullinan and Kevin Chen at Intersection for the Arts impact and offset it using the web site of Brighter Planet, Fort Mason Center is a dynamic waterfront destination for
a leading carbon services company, at brighterplanet.com. thought-provoking programs, events, and organizations
Calgary Brown
All you need is the zip code you’re coming from and the that support and reflect the evolving cultural fabric of San
Tim Nichols Francisco. The campus is a National Historic Landmark
method of transport you are using.
Laurie Miller and part of the Golden Gate National Park, the country’s
www.brighterplanet.com
largest urban National park.

We want to thank the entire Hub Bay Area staff for their continual support www.fortmason.org
of SOCAP. It’s so much easier for us to accomplish our goal of helping CONFERENCE BAGS
change go to work when we do it with you.
The conference bag, wallet, make up case, and iPad case
are products of Solidarium, a for-profit social business
BADGE HOLDERS & LANYARDS
based in Brazil with a mission to get local producers out This year’s badge holder is fully biodegradable with zero
of poverty by providing unrivaled market channels for the toxic residue! This green advantage comes from a special
products they produce. Solidarium integrates designers, additive in the PVC. Once again our lanyard is made of
local producers, and major retailers in an innovative and 100% biodegradable and renewable bamboo.

82 SOCAP 11 CONFERENCE GUIDE TRANSPARENCY AT SOCAP 11 83

PAPER FOR PROGRAM GUIDE WATER DISPENSERS
This conference guide is printed on New Leaf The water you are drinking at SOCAP11 comes from U.S.
Reincarnation Matte, made with 100% recycled fiber Pure Water Corp. In all the venues, whether in Building C,
and 50% post-consumer waste, processed chlorine free, or coming through the faucet in the Pavilions, the source
designated Ancient Forest Friendly™, and manufactured is the same. U.S. Pure Water’s aim is to reduce plastic
with electricity that is offset with Green-e® certified waste & the use of fossil fuel in the delivery and production
renewable energy certificates. of plastic bottles, by providing equipment which treats at
the point-of-use rather than at a treatment plant far away.
www.newleafpaper.com
USPW converted SF City & County to POU systems, and is
helping to green events preventing 100’s of thousands of

STAFF T-SHIRTS HAVE A HEART bottles from landing in the waste stream.
www.uspurewater.com
And so do our fantastic volunteers! Look for the
SOCAP11 volunteers with the heart on the front of their
bright blue t-shirts. Produced by Ashbury Images, the shirts
are made of 100% cotton. Ashbury Images is rebuilding WASTE DIVERSION AT FORT MASON
lives one shirt at a time. They provide employment to The San Francisco Conservation Corps manages waste at
people who are very low-income, formerly homeless, or all events held at Fort Mason, with an aim toward landfill
have recently completed a substance abuse recovery diversion and resource recovery—a process essential to
program. Ashbury Images helps them to build self-esteem meeting Fort Mason’s zero-waste goals.
and learn valuable new job skills. Alumni of the program www.sfcc.org/recycling.html
are currently working in a variety of industries including
multimedia, retail, law, and youth counseling. Profits
from Ashbury Images (AI), support the homeless, youth
and family service programs of AI’s nonprofit parent
organization, New Door Ventures (NDV).
www.ashburyimages.org

84 SOCAP 11 CONFERENCE GUIDE TRANSPARENCY AT SOCAP 11 85

 SOCAP11 SCHEDULE OVERVIEW

DAY 1
DAY 3
7:30 Festival Pavilion Registration opens, Continental Breakfast
8:00 Festival Pavilion Registration and Continental Breakfast
9:00 Cowell Theatre & Impact Forum Plenary Session / Welcome, Keynote, Panel
9:00 Cowell & Impact Forum Plenary Session / Keynote
10:40 Festival Pavillion Break
10:30 Festival Pavilion Break
11:00 Breakout Rooms Who’s in the Room?
10:45 Festival Pavilion Open Space
11:45 Please refer to map Parallel Sessions Block One See schedule for details
11:45 Festival Pavilion Break
12:45 Festival Pavillion Lunch
11:45 Please refer to map Parallel sessions Block Six See schedule for details
1:45 Please refer to map Parallel Sessions Block Two See schedule for details
12:00 Please refer to map Parallel sessions Block Six See schedule for details
2:15 Please refer to map Parallel Sessions Block Two See schedule for details
1:00 Festival Pavilion Lunch
3:15 Festival Pavillion Break
1:30 Please refer to map Parallel sessions Block Seven See schedule for details
3:30 Cowell Theatre & Impact Forum Plenary Session / Keynote
2:00 Please refer to map Parallel sessions Block Seven See schedule for details
4:30 Festival Pavillion Break
3:00 Festival Pavilion Break
4:45 Please refer to map Parallel Sessions Block Three See schedule for details
3:10 Cowell Theater & Impact Forum Plenary Session / Keynotes and Panel
5:45 Herbst Pavillion Break
4:50 Festival Pavilion Open Space
5:55 Impact Forum in Herbst Pavilion Open Space Marketplace
6:00 Fort Mason parking lots Off the Grid
6:45 Festival Pavilion Reception

DAY 2
8:00 Festival Pavilion Registration and Continental Breakfast
9:00 Cowell Theater & Impact Forum Plenary Session / Panel Discussions
10:30 Festival Pavilion Break
10:45 Festival Pavilion Open Space
11:30 Festival Pavilion Break
11:45 Please refer to map Parallel Sessions Block Four See schedule for details
12:45 Festival Pavilion Lunch
1:45 Please refer to map Parallel Sessions Block Five See schedule for details
2:15 Please refer to map Parallel Sessions Block Five See schedule for details
3:15 Festival Pavilion Break
3:25 Festival Pavilion Open Space
4:10 Festival Pavilion Break
4:30 Cowell Theater & Impact Forum Plenary Session / Keynote Address Panel
6:00 Herbst Pavilion Reception

86 SOCAP 11 CONFERENCE GUIDE SCHEDULE OVERVIEW 87