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

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

YOGA
BEER
GARDEN

MAIN
GALLERY

BIG
BUILDING A

BUILDING BUILDING BUILDING BUILDING TOP

B C D E

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

BATS THEATER
(3RD FLOOR) N

GALLERY
308 W E

GALLERY
TENT S

ENTRANCE
GATEHOUSE

STAIRWAY ENTRANCE

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

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

C 201, C 210, C 230, C 235

BUILDING C
LAV.

BATS THEATER
BUILDING B
ELEV.
STAIRS

ELEVATOR ENTRANCE
GALLERY 308
 FESTIVAL PAVILION

MEZZANINE
RESTROOMS

MEETING ROOM 6 MEETING ROOM 3

MEETING ROOM 5 MEETING ROOM 2

LATAM LOUNGE

INDIGENOUS LOUNGE
BRAINDATE LOUNGE
MEETING ROOM 4 MEETING ROOM 1

SPONSOR TABLES SPONSOR TABLES

MARKETPLACE
AND BOOKSTORE

SPONSOR TABLES SPONSOR TABLES

INTENTIONAL LOUNGE

PRESS LOUNGE

REGISTRATION INFORMATION

RESTROOMS

ENTRANCE
WELCOME 8

EXPERIENCE 20

ENTREPRENEURS 26

CONTENT 32

SCHEDULE 38

PARTNERS 70

TEAM 82

IMPACT 90
+welcom e
 WELCOME
I took pages and pages of notes at my first SOCAP. I sat in storytelling across live events and digital content in order to
Cowell Theater, furiously writing down names, organizations, engage new audiences and grow this community.
and ideas I’d never heard before. It was 2010 and I had come
as a volunteer. I still remember watching Willy Foote of Root The stories we will be telling are your stories. In the same way
Capital playing his guitar on the mainstage and Jacqueline that this annual conference amplifies and cross-pollinates so
Novogratz sharing the story of Acumen, but my greatest many learnings from the impact economy, we will continue
takeaway was my new awareness of this space. This was a to strengthen our platform in order to share the insights of
real and growing market, made up of smart, interesting, and this community more broadly. The work you do is interesting,
thoughtful people. It felt like a secret, this vibrant place in important and inspiring and it shouldn’t be a secret.
between the nonprofit world and the finance world, that wasn’t
For all of the narratives that have been shared through the
being covered in the media, that none of my friends were
SOCAP platform, we haven’t done a very good job of telling our
talking about, that I hadn’t heard of during my early career
own story. SOCAP was given life by founders Kevin Jones, Rosa
years in financial services nor in my subsequent years in the
Lee Harden, Tim Freundlich and others, and our programming
nonprofit sector.
and values are still heavily influenced by their initial vision. But
This is my 8th year working on SOCAP and this inspiring impact SOCAP is evolving as the field evolves, and we are taking stock
thread is now woven throughout the global economy–yet it is of our role so that we can best serve the continued growth
still invisible to most people. Despite the $500+ billion size of of this global community. For the first time, I’m sharing our
the impact investing market and the millions of lives that have foundational principles here to communicate the framework
been improved by social entrepreneurship, the potential of and intention that we bring to our role as a convener.
global markets to accelerate impact is largely overshadowed
My growing awareness of the power of telling our stories - not
by traditional narratives of philanthropy, corporations, finance
sharing white papers or presenting research - is evident in our
and government. There is so much amazing, transformational
Power of Story track this year. With every theme we dive into,
work happening across these sectors represented here at
whether it is Sustainable Agriculture, Indigenous Communities,
SOCAP19 and it warrants a much larger audience.
or a focus on Latin America, I gain a broader perspective on
We’ve taken SOCAP on the road - producing SOCAP 365 events the unique and interconnected challenges that this ecosystem
in cities across America since 2015. We launched our podcast, is working to overcome. I’m so grateful to all of the session
Money + Meaning, in 2018. Together, these reach thousands organizers and advisors that contribute their experience
of people who may never attend the flagship conference. In and networks to keep us growing into new knowledge and
the coming year, we will increase our focus on accessible conversations.

8
 WELCOME
OUR 8 PRINCIPLES:
THE FOUNDATION FOR ALL
THAT WE DO

MONEY + MEANING
Operating at the intersection of money and meaning,
we believe markets create momentum to deliver
solutions to the world’s toughest problems.

EMBRACE THE POSSIBLE

Learn while leaning forward. Celebrate leading-
edge ideas, experiments and applications, success or
failure.

CONNECT VALUABLE STRANGERS

Convening a global community - across sectors, issue
areas, and geographies - creates unexpected content
and connections that spark new relationships and
catalyze ideas for progress.

PRIORITIZE INTEGRITY OF IMPACT

Committing to the Racial Equity track over the last 3 years has
Unwavering commitment to cutting through the hype
been hard and formative work, and it led to the recognition
in order to focus on solutions with real potential for
that we were unlikely to truly shift the national conversation
long-term change.
on equity and access from San Francisco. We launched
SPECTRUM in Atlanta this past June with the intention of
offering our convening experience and networks to an SPARK IMPACT THROUGH STORIES
emerging market of diverse entrepreneurs and investors that Curate and share stories that connect at a human
see opportunity and impact where traditional finance has level. Commitment to action is driven by stories that
failed. We will continue these conversations at SOCAP and touch our hearts and remind us why we’re doing this
hope that dialogue across these interconnected efforts will work.
continue to grow over the coming years.

We are constantly evolving as a field, as organizations, and as RESPECT THE WISDOM OF THE CROWD
individuals navigating family and career. As a movement to Deep experience and fresh insight are equally
unlock the potential of markets to accelerate impact, we need valuable. Solutions won’t evolve by squatting on
to also be constantly growing at a much faster pace. Let’s take expertise.
this week together to share our stories with peers who are at
the leading edge of this movement. Let us then use the rest
FOSTER SERENDIPITY
of the year and the power of our collective stories not only to
engage influencers and decision makers, but also to make this Design physical and virtual spaces for spontaneous
conversation matter to those who are the most marginalized. moments of connection that can spur ideation,
collaboration, and lifelong relationships.
With gratitude,
ALWAYS ROOM IN THE BIG TENT
LINDSAY SMALLING Only with all perspectives represented will we create
CEO, SOCAP lasting change.

9
 Transforming
Moments to movements.
Thoughts to actions.
WORLD-CHANGING

WO M E N

Leveraging storytelling and community, we connect, educate and

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

We are intentional - transforming our economy to ensure our

social, environmental and economic systems thrive together.

What are you intentional about?

inten tio n al. c o

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

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

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

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

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

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

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

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

KATE BYRNE

PRESIDENT, INTENTIONAL MEDIA

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

BOSTON, NOVEMBER 19, 2019

UN/NEW YORK, DECEMBER 10, 2019

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

The premier gathering of

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

socialcapitalmarkets.net/spectrum

an company
 CONTINUE THE CONVERSATION
WITH THE SOCAP PODCAST

Money +
Meaning
Unlikely Allies Building New
Markets for Impact

EPISODES FEATURING SOCAP19 SPEAKERS:

Ep 3: Capital, Culture, and Artist Entrepreneurs

Deborah Cullinan and Penelope Douglas

Ep 6: Financial Activists and 21st Century Leadership

Akaya Windwood and Joel Solomon

Ep 18: Democratizing Community Development

Aaron Tanaka

Ep 27: Driving Impact in Opportunity Zones

Rip Rapson

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

Stephanie Gripne

Ep 31: Financing Democracy

Julie Menter

Subscribe on Apple Podcasts, Spotify, or wherever you listen

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

SOCAP 365 is a multi-site event series that convenes the Full day regional SOCAP 365 events
impact community year-round. Since launching at SOCAP15, scheduled in Seattle, Baltimore,
the SOCAP 365 event series has hosted 40+ events across Dallas and Los Angeles in 2020.
the country in Austin, Baltimore, Boston, Boulder, Detroit,
Minneapolis, New York City, Philadelphia, San Francisco, CONTACT THE SOCAP TEAM
Seattle, Washington D.C. Featuring diverse panels of local FOR PARTNERSHIP AND
leaders, SOCAP 365 provides a regional access point to a SPEAKING OPPORTUNITIES.
global conversation.
an company
+ e x per i en ce
 EXPERIENCE
M A X I M I Z E Y O U R S O C A P 19 E X P E R I E N C E
If this is your first time attending SOCAP, it can be overwhelming. And if you’ve been
many times, we’ve got a few new features to enhance your experience. A quick review
of the notes below will help you make the most of your SOCAP experience and keep
you from missing out on the variety of activities going on throughout the week!

THE ESSENTIALS CONNECTING AT SOCAP

NURSING LOUNGE HEY – NICE PIN!

Located in Building D, the dressing rooms of Southside Theater We are big fans of everyone in the SOCAP
are available for nursing parents attending SOCAP19. community, and we hope this pin will make it
easier to recognize a fellow SOCAP-er out in the world. Add
ACCESSIBILITY it to a bag, laptop case, or jacket, and be delighted when it
prompts an unexpected connection with another changemaker
Fort Mason is a big campus and can be difficult to get who recognizes the yellow star. If you missed yours when you
around for anyone with accessibility challenges. We seek to checked in, you can pick one up at the registration desk.
be inclusive and accommodating for all attendees needs.
Please inquire at the information desk for assistance with any
accessibility challenges. ONLINE COMMUNITY
Ask at the Info Desk if you need support!
VOLUNTEERS
Accessing Pathable (our online SOCAP networking and
SOCAP19 welcomes more than 100 scheduling platform) allows you to:
volunteers who will act as your guides
to the gathering. Our volunteers are »» create a profile and meet fellow attendees
inquisitive students, career changers, »» view SOCAP19 sessions
inspiring entrepreneurs, and »» locate the room assignments for the sessions you want to
knowledgeable social enterprise staff attend
who are available to answer questions »» create your personal schedule
and offer unique perspectives. Keep an eye out for »» view speaker profiles
the folks wearing this year’s green volunteer t-shirt.
»» start and join community discussions
»» receive real-time event updates
SOCAP19.pathable.com
SHARE YOUR EXPERIENCE

Twitter Facebook

Join the #SOCAP19 conversation on Twitter! We’d love to hear Want to see behind-the-scenes of #SOCAP19? Like us at
what you have to say and share it with our global audience. Be facebook.com/SocialCapitalMarkets to see everything we’re
sure to follow us at @SOCAPmarkets for updates. sharing!

Instagram #SOCAPStories

Have you been taking shots of all the great things happening Stop by our #SOCAPStories Photobooth to take a photo and
at SOCAP19? Share your pics and tag them with #SOCAP19! share your experience at SOCAP19. Sharing your story enters
And follow us at @SOCAPmarkets. you to win one of our VIP swag bags. The posts with the
highest engagement will win, so share with your friends and
colleagues!

20
 EXPERIENCE
INTRODUCING BRAINDATE AT SOCAP19
New this year, we’ve teamed up with peer-learning experts e180, the creators of GET STARTED NOW
Braindate, to bring this brand-new opportunity to meet and learn from each other at
SOCAP19. Braindates are one-on-one or small group conversations that participants 1
schedule with one another to learn, share knowledge, and make more meaningful
Log into the Braindate platform here:
connections together.
socap.braindate.com
SOCAP has always believed that convening valuable strangers creates unlikely allies,
and we’re thrilled to offer braindates as a way to share the wisdom in this community. 2
Explore the topic market, where all
Every SOCAP participant is encouraged to book a braindate: get started at
participants (including you!) share
socap.braindate.com
knowledge in the form of short
You’re coming to SOCAP19 to meet great people and learn about new things. But how braindate topics.
do you spark those meaningful conversations? Braindates.
3
One-on-one or in small groups, braindates are topic-driven discussions that you get
to book with others at the event. Through the SOCAP19 Braindate platform, you can Find a topic that resonates with you,
explore the knowledge that your fellow participants have to offer, book them for and invite that person to meet. Then
braindates, and post topics of your own! try posting your own topic for others to
book!
Whether you’re an introvert or extrovert, first-time attendee or SOCAP veteran,
braindates are your opportunity to create valuable, lasting connections at SOCAP19. If 4
you have any questions at all, come and chat with us at the Braindate Lounge!
Once you book your braindates, you’ll
meet in person at the Braindate Lounge
during SOCAP19! A team of friendly
TIP FROM THE PROS learning concierges will be there to
greet you and facilitate your braindates.
Be proactive, send invitations and get out of your comfort zone.
The most valuable connections are often the unexpected ones!

About e180

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

21
 EXTRACURRICULAR ACTIVITIES

GENDER LENS INVESTING

CHAMPIONS BREAKFAST INDIGENOUS @ SOCAP
Wednesday and Thursday in the Big Top Tent Festival Pavilion Lounge

A highlight of SOCAP for many, the gender lens breakfast is Across the globe, Indigenous Peoples share the inherent
an invitation to start your morning with a gender lens focus value of being stewards of the earth. This holistic approach
and connect with people you might not have connected with of humanity working in harmony with nature is an intrinsic
otherwise. Grab breakfast in Festival Pavilion, then head over component that runs through the cosmology of the Indigenous
to the Big Top for this conversation that is intended to focus Peoples of this planet. An Indigenous-led, regenerative
thinking, strategizing, and acting with a gender lens. economy has never been more crucial for the world than
at this moment in human history. Join Indigenous social
entrepreneurs and a collective of supporting partners in the
Indigenous Lounge to explore how, together, we can realize a
LATAM @ SOCAP regenerative economy.

Festival Pavilion Lounge Hosted by Seeding Sovereignty

For the first time ever, SOCAP will have a dedicated space Christine Nobiss, MA
that features speakers and entrepreneurs from all over Latin Plains Cree-Saulteaux, George Gordon First Nation
America to showcase their inspiring and innovative work. Decolonizer, Seeding Sovereignty
Presentations in the LatAm Lounge will be held in both English [email protected]
and Spanish (if in Spanish, slides in English will be available).
We hope you will join us to hear how money and meaning are Support for Indigenous @ SOCAP provided by:
coming together in the Latin American region and how the
Americas as a whole can benefit from money moving into the
impact space. All are welcome to come and experience the
lounge for the presentations, as well as for casual meetings.
Full schedule of LatAm Lounge programming is available in
Pathable. socap19.pathable.com Special thanks to local Chumash Organizer, Evette Padilla.

Support for LatAm @

SOCAP provided by:
YOGA
Outside of Firehouse // 7:30-8:15 AM // Weds, Thurs, Fri
SOCAP BOOKSTORE
Join Marlon Hall each morning of SOCAP for a 45-minute yoga
Festival Pavilion session. Yoga sessions will include personal anthropology
meditations that will help you remember more deeply who
Many of our speakers have recently released books that will you are and why you are drawn to this work. He will guide us
be available for purchase at the SOCAP bookstore. We will also in ease-filled rituals of mindfulness and movement, and poetic
have time for authors to sign books. Check out Pathable or moments of hope that will help ground the sea sick soul made
stop by the bookstore for a full schedule of book signings. The dizzy by the winds and wooziness of social capital work.
following is a sampling of available books:

»» Biased, Dr. Jennifer Eberhardt MARLON HALL

»» The Making of a Democratic Economy, Marjorie Kelly and Marlon is a curator of human potential. With
Ted Howard the eyes of an anthropologist, the ears of a
»» Real Impact, Morgan Simon cultural architect, and the heart of a spiritual
»» Green Money Revolution, Joel Solomon leader, he designs practices of listening to
communities in ways that develop artful
»» Soul of Money, Lynne Twist
storytelling and social enterprise. He stands at the intersection
of film-art, ethnography, and movement to awaken human
capacity as a visual anthropologist, social sculptor, and yogi.

22
AFTER HOURS

WELCOME RECEPTION

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

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

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

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

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

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

AMERICAN FACTORY: FILM SCREENING

Wednesday 7:00 pm - 9:00 pm

Join Participant Media for an intimate private screening of

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

THE BIG FOOD TRUCK PARTY!

Thursday, 6:00 pm - 9:30 pm

The Food Truck Party is a favorite SOCAP tradition you just

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

23
+ en t r e p r e n e u rs
 ENTREPRENEURS @ SOCAP19
Growing the marketplace for impact depends on the ingenuity and persistence of
outstanding social entrepreneurs from around the world. In addition to offering
scholarships to 150 entrepreneurs each year, we find new ways to highlight and
accelerate these ventures using the SOCAP platform and this influential community.
Take the time to hear their stories, their ambitions, and challenges—they are the heart
of SOCAP and the boots on the ground.

IMPACT ACCELERATOR @ SOCAP19

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

SPECIAL ENTREPRENEUR COHORT -

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

MARKETPLACE
Grab a souvenir to take home from SOCAP19 and support a
social entrepreneur! While the majority of our scholarship
entrepreneurs offer programs or services, a handful of them
create beautiful, quality products that we are excited to
share with our attendees. Be sure to stop by the entrepreneur
marketplace, located in the center of Festival Pavilion, to see
the wonderful products created from high impact sourcing and
production.

26
FEATURED AT THE MARKETPLACE:

Adelante Shoes ZEGO EllieFunDay

Adelante Shoes is a sustainable fashion ZEGO makes nutrition-packed seed EllieFunDay works with partner
brand that sells high quality leather and fruit snacks that meet the dietary organizations that employ marginalized

ENTREPRENEURS
shoes, custom made and delivered in needs of almost all of today’s special women, specifically in India, to help
under ten days. They are set to re-define diets—from allergies and gluten-free them become self-sustaining. Their
the craft shoe experience through to diabetic. Their products are delicious hope is to provide a fair wage, relevant
customer-to-cobbler connection and and nutritious, two things lacking in job training, and a dignified living for
product customization. They prioritize most special diet foods. many who are susceptible to human
economic development, but they do not trafficking.
sacrifice quality or style.

NAECO SOKO SOULMUCH

NAECO creates premium alternatives SOKO is a women-led and operated SOULMUCH is a progressive health food
to single-use plastics, both in reusables ethical jewelry brand and revolutionary enterprise formed out of an opportunity
and single-use alternatives. They focus manufacturing platform that brings to combat food waste and promote
on beautiful and functional design, together artisan communities in the sustainability, health and wellness,
sustainable materials and affordable developing world. By combining style and food justice. In essence, they turn
price. More than just products, NAECO and social impact, SOKO creates neglected resources into delicious
is a movement, born out of a love for products with a purpose for people who snacks. It is their mission to ensure that
our oceans. NAECO is actually the word demand fashion that aligns with their nutritious food never goes to waste,
OCEAN, reversed. values. feeding people first.

Vava Coffee and Gente Del Futuro Waykana Cherehani Africa

Vava Coffee has a network of over Waykana is an energy tea company with Cherehani Africa is a social enterprise
30,000 small-holder farmers in different a unique ingredient from the Amazon that leverages mobile technology to
regions of East Africa who are paid a rainforest of Ecuador called guayusa, provide credit, distribute personalized
fair, above-market price for specialty the most caffeinated leaf in the world. financial literacy content and market
coffee, ensuring sustainable livelihoods. Their mission is to boost the world information to women and adolescent
Communities and disadvantaged with natural and balanced energy, girls who own micro-enterprises in rural
individuals are integrated into the positively impact small scale growers and underserved markets in Kenya. They
supply chain where possible to create through direct and fair trade, and be work with women, girls and people with
job opportunities; for example, the environment-friendly by cultivating disabilities in underserved markets in
company works with women in informal organically. Africa who create beautiful handcrafts;
settlements, some who are HIV-positive, bags, jewellery, accessories, and home
to sew cloth pouches for Vava’s decor. They are currently creating an
Specialty Coffee. e-commerce platform to showcase
some of their products and looking for
market linkages globally to enable us to
economically empower them.

27
 SOCAP19 SOCIAL ENTREPRENEUR SCHOLARSHIP RECIPIENTS
We received over 700 applications for the social entrepreneur scholarship this year. The following are
the social entrepreneurs known to have accepted scholarships for attendance to SOCAP19 as of our print
deadline for this program book. An up-to-date list of scholarshipped entrepreneur attendees is available on
our conference site.

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

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

28
Vaibhav Lodha / India / ftcash Sebastián Salinas / Chile / Balloon Latam
Shehzad Lokhandwallaa / Luxembourg / OKO Demetrio Santander / Ecuador / Waykana Guayusa /
JUMANDIPRO
Michael Lombardo / United States / BookNook
Luis Santiago / Chile / PEGASI
Patricia Lopez / United States / NotesFirst
Smarita Sengupta / India / Destiny Foundation
Michael Lwin / Myanmar / Koe Koe Tech
Sanjoy Sengupta / India / Reflection
Ravish Majithia / United States / Magnomer
Nivi Sharma / Kenya / BRCK
Patricia Maldonado / Bolivia / Nanay
Sarah Shaw / United States / Sidekick Education
Pilar Martinez / Nicaragua / Cosecha Partner
Jitendra Sinha / India / SAI Sustainable Agro
Nsika Masondo / South Africa / National Stokvel Association
of South Africa (NASASA) Gary Skulnik / United States / Neighborhood Sun
Raphael Mazet / United Kingdom / Alice Khizr Imran Tajammul / Pakistan / Jaan Pakistan

ENTREPRENEURS
Tracy Mendoza / United States / Declare Tanay Tatum-Edwards / United States / FreeCap
Natalie Miller / Haiti / SOIL Sean Taylor / United States / The Harvest Alliance
Donte Miller / United States / Village Micro Fund Katie Taylor / India / Khethworks
Nasreen Ali Mohamed / Kenya / Cherehani Africa Philip Teverow / United States / Yolele Foods
Lori Most / United States / Binary Bridge, SBC Adriana Torresan / United States / Lupn
Hadiyah Mujhid / United States / HBCUvc Yulkendy Valdez / United States / Forefront
Kate Muwoki / Germany / Kiron Open Higher Education Hilda Vega / United States / The Power Up Fund
Yuta Nagano / Cambodia / Spean Luy Priscilla Pamela Verastegui Sierra / Peru / Sustainable
Fishery Trade
Kobe Nagar / United States / 347Water
Shuchi Vyas / United States / GuestBox
Mavis Nduchwa / Botswana / Chabana Farms
Andrew Weaver / United States / SHOPINV
Rahul Noble Singh / India / Rangsutra Crafts India
Daniel Weisfield / United States / Three Pillar Communities
Kat Nouri / United States / Stasher Inc
Brandon Welch / United States / Mad Agriculture
John Ntonta / United States / Kadiwaku Family Foundation
Zoe Welz / United States / Drovr
Mustafa Nuur / United States / Bridge
Paul Winkel / Peru / PowerMundo
Tiasia OBrien / United States / Seam Social Labs
Petra Wunschova / Czech Republic / Centrum LOCIKA
Aaron Palm / United States / Appetite for Change
Nkenge Yasin / United States / Learning How Child
Reginald Parker / United States / Optimal Solar
Development Center
John Perovich / United States / CoHab
Maria Yuan / United States / IssueVoter
Francesco Piazzesi / Mexico / Échale a tu casa
Hernann Zabala Naoumov / Bolivia / EnerGea
Erica Plybeah / United States / MedHaul
Emilian Popa / Kenya / Ilara Health
Pooja Rai / India / Anthill Creations YOUR TICKET: SPONSORING ENTREPRENEURS
Manas Rath / Iraq / Blue Water Company SOCAP sets aside 150 tickets (a tremendous amount of our
budget) to provide entrepreneur scholarships. Your ticket,
Pipo Reiser / Peru / Sinba the many speakers who pay their way to the event, and
Emilie Röell / Myanmar / Doh Eain sponsor contributions all make this financially possible.
By making scholarships available and bringing these on-
Anne Rweyora / Uganda / Smart Havens Africa
the-ground entrepreneurs to SOCAP, we create a vibrant
Peter Sacco / United States / Adelante Shoe Co. mix of entrepreneurs, investors, and other players that
Seth Saeugling / United States / Rural Opportunity Institute sustain a growing marketplace for impact. We thank you
(ROI) for the role you play in making this space accessible and
inclusive.
Miguel Sagastume / Guatemala / Amigos de la Aldea
Sebastian Salas / Chile / Linchpin

29
+ c ontent
 S O C A P 19 P R O G R A M M I N G
Before you dig into more than 150 sessions hosted here at SOCAP19, there are a few
things you may want to take note of:
PLENARY SESSIONS
From 4-6 PM on Tuesday, Wednesday, and Thursday, we host a
content-packed program on the Cowell Theater Mainstage. Seating is
limited, so arrive early to secure a spot. Overflow viewing is available
in the Big Top Tent across from Festival Pavilion.

NETWORKING SESSIONS
All of the classrooms in Building C run for 75 minutes: 45 minutes
of content followed by 30 minutes of facilitated networking.
Hosting specific topics like “Gender Lens Investing in Agriculture”,
these sessions naturally attract attendees that are knowledgeable,
practicing, or interested in that topic. We’re leaving space in the
schedule for attendees to connect, to collectively activate more of the
wisdom in the room, and to spark greater discovery and collaboration.

SOCAP OPEN
Over 50% of our content this year came in through our public
submission process. If you have an idea for a session at SOCAP20,
make sure you are signed up for our newsletter in order to be notified
when SOCAP Open begins accepting submissions, or mark your
calendar to check back in May for 2020 deadlines.

MULTIPLE FORMATS
Join dynamic panels with Q&A, interactive workshops, and networking
sessions. Try all three for opportunities to learn, engage, and connect.

SOCAP DIGITAL EXPERIENCE

You might already be feeling WHAT IS INCLUDED IN THE SOCAP19 DIGITAL EXPERIENCE?
overwhelmed—there is way SOCAP19 digital pass holders will be granted full access to online coverage of the
too much content at SOCAP event including:
to experience live! You can »» All SOCAP19 livestreams – including all plenary sessions and main stage breakout
experience SOCAP from sessions happening on the Cowell Theater stage at Fort Mason
anywhere and on your own »» Exclusive interviews and coverage of the conference from our impact media partners
timeline by signing up for the »» Curated recaps of conference sessions and major takeaways
SOCAP19 Digital Experience–a »» A digital SOCAP19 program book
free digital portal to our annual »» A list of all companies and organizations represented at SOCAP19
flagship conference. »» An email that contains links to the full SOCAP19 video and online content library
after the event is over

Visit socialcapitalmarkets.net/socap19/digital-experience to sign up

32
 S O C A P 19
THEMES
Each year, we keep our ears and
inbox tuned to the emerging
conversations and challenges
ROSA LEE HARDEN within the impact economy.
Co-Founder, SOCAP As we identify themes early in
the year, our network grows by
At the Intersection of Money and Meaning – that tag line has been a part
inviting additional leaders and
of SOCAP since it was first imagined. Kevin Jones and I knew when we first
started talking about SOCAP that we wanted to keep bringing Meaning to the experts in these areas into the
forefront, but how would we do that? Our co-founder, Gary Bolles, charged me SOCAP community. Use this
that first year with guarding the flame for Meaning, and he said it would be wide variety of programming to
difficult. I didn’t realize for several years just how hard it would be! explore outside of your existing
As I have helped steward SOCAP, it has become clear to me that the dominant
interests and experience - if you
culture of rapacious capitalism has a deep hold on us all, and if we look away focus on emerging markets, look
or stop paying attention, that capitalistic idea will come running back into our at solutions in your backyard; if

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

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

33
 SOCAP19 THEMES (CON’T)

MEANING SUSTAINABLE RACIAL

AGRICULTURE EQUITY
We hold space for conversations By 2050, global food production will need Inequities of opportunity, access, and
that prioritize the deeply held but to increase by over 70% from 2005-2007 support by race are systemic and
often buried motivations driving this levels in order to feed a predicted global pervasive and will take generations
field because integrating our beliefs, population of 9.6 billion people. The to address. Applying a lens of racial
communities, and families into agriculture supply chain has a massive equity to impact investment and social
conversations about business and value impact on global energy consumption, enterprise has exposed many of the same
will lead us all to a more sustainable water, and climate change, so figuring dramatic disparities and implicit bias
future. out how to meet rising demand for food in impact ecosystems as in mainstream
in sustainable and regenerative ways will markets. We will continue to shine a
be essential to the long-term health of light on blind spots and have honest
people and planet. conversations about identifying and
dismantling bias to advance racial equity.
Presented by:
Co-presented by:
Co-presented by:

IMPACT LATAM CATALYTIC

TECH CAPITAL
There’s an app for everything and The Latin American impact ecosystem In order to address significant gaps
technology is pervasive, but the shine has burst into the scene in the past few in financing for promising impact
has worn off the sector as awareness years and continues to show tremendous enterprises and funds, there is often a
grows of unintended consequences growth. With Santiago, Chile hosting need for catalytic capital that is patient,
and irresponsible governance of widely the 2019 GSG Impact Summit, Latin risk-tolerant, flexible, or below-market.
utilized technologies. Technology is also America has the attention of the impact This capital differs from conventional
enabling scale and efficiencies that have investing and social entrepreneurship investment but is complementary in
inspired countless social enterprises, has community. During these sessions, its ability to mobilize a range of other
revolutionized the delivery of critical leading accelerators, fund managers, capital and enable blended finance
goods and services, and has the potential and investors from the region will join us solutions. Hear from creative leaders
to solve some of the worlds biggest to provide an update on the issues and deploying catalytic capital to bridge
challenges. We will dig into impact tech industries driving measurable impact financing gaps across the risk-return
across sectors and issue areas to explore and compelling returns. spectrum in pursuit of greater breadth
the opportunities and concerns of our and depth of impact.
inevitably tech-enabled future.
Presented by:
Co-presented by:

34
 INDIGENOUS FUTURE POWER
COMMUNITIES OF WORK OF STORY
All land is native land, and indigenous The landscape of work is rapidly Lasting impact comes from changing
communities hold the wisdom and changing around the world as culture. Stories and narratives have
traditions to protect the land and people demographics shift, automation and AI the power to reach new audiences
that have been overlooked or ignored rise, new industries emerge and old ones and convince them to engage with
for far too long. From within these die off. A diverse set of stakeholders challenges they are unfamiliar with
communities, social entrepreneurship are taking action to invest in the future and consider solutions they may have
and community-led solutions are growing of work, recognizing both immediate overlooked. Entertainment, media,
organically but are largely cut off from and long term potential to equip our storytelling, and branding are tools that
expertise and access to capital that could global population to contribute to drive impact, but they need investment
accelerate and connect these high- healthy economies and reduce harmful to realize their full potential in order
impact enterprises. We will bring together unintended consequences. to create widespread positive change.
indigenous leaders to explore the Explore the power of artists, creatives,
opportunities and limitations of market- Co-presented by:

CONTENT
journalists, and other culture-makers to
based solutions in a native context. take impact to new levels.
Presented by: Co-presented by:

REFUGEES OPPORTUNITY WILDCARD

ZONES
Global migration is headline news Capturing the attention of the U.S. Wildcard sessions don’t particularly fit
and is clearly disrupting the socio- impact investing community over within another theme, but they are still
political landscape around the world. the past two years, Opportunity important or emerging conversations.
Many still think of refugees as being in Zones offer a precarious promise of Though these topics may be out-of-the-
camps and being subject to temporary unlocking transformative capital for box or undefined in the sector, we have
displacement, not realizing that low-income communities, while they found great value in being responsive
permanent and widespread forced also risk incentivizing extractive, to the diversity of interests within our
displacement due to climate events harmful development. Catch up on community. Many of the Wildcard
and conflict will reshape our collective the frameworks, collaborations, and sessions are selected through SOCAP
economic future as well. Building on last deals that embed impact into the Open, our public session submission
year’s commitments from the SOCAP implementation of Opportunity Zones, platform, which this year generated
mainstage, we’ve gathered a wide range and be a part of shaping the next phase a record 86 sessions, out of 397
of organizations and initiatives that of this evolving policy. submissions, selected for presentation at
are using the tools of investment and SOCAP19.
entrepreneurship to enable economic
prosperity for refugees.

Co-presented by:

35
+s chedule
 TUESDAY For additional detail on all speakers, topics, and timing,
OCT. 22 please refer to Pathable: socap19.pathable.com

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

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

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

FINANCING A FUTURE THAT WORKS: LESSONS FROM

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

38
Rahim Fazal / SV Academy 2:15 - 3:45 PM
Brittany Stich / Guild Education
Tonio DeSorrento / Vemo Education
THINKING WRONG TO AMPLIFY IMPACT
CATALYTIC CAPITAL IN ACTION: CASES FROM THE FIELD Festival Pavilion
C 205 In this interactive session facilitated by The Determined,
While the growth in impact investing activity among attendees will be given Think Wrong prompts to uncover
mainstream investors may be an encouraging sign, fresh approaches and wild ideas for amplifying impact.
investments willing to accept either disproportionate risk or Participants will meet and brainstorm with like-minded
concessionary return remain critical for unlocking additional people interested in innovative solutions, build your network,
investment dollars and maximizing positive impact. Grounded share resources with others, and learn mind-expanding Think
in frameworks put forth in Tideline’s report, “Catalytic Capital: Wrong prompts to unlock more creativity when tackling
Unlocking More Investment and Impact,” this introductory challenges in your work.
session will explore the experiences of two impact-driven Marc O’Brien / The Determined
companies and the ways in which catalytic capital has been Sarah Harrison / The Determined
critical to their success.
Christina Leijonhufvud / Tideline
Brian Hill / Edovo 2:45 - 3:45 PM / PARALLEL SESSIONS
Alycia Kellman / SunFunder
Eric Stephenson / Cordes Foundation CORPORATE FINANCIAL INNOVATION AND IMPACT
INVESTING: DIRECT INVESTING, SUPPLY CHAIN, AND
IMPACT INVESTMENT FOR FAITH-BASED COMMUNITY ACCELERATORS
DEVELOPMENT BATS! Theater
C 230 Increasingly, corporations are employing impact investing
Given the deep roots and value alignment of impact strategies and financial innovations to differentiate
investment and faith-based institutions, cultivating a themselves. From corporate foundations to CSR programs
partnership between social enterprises and faith-driven to supply chain innovation, this session will discuss how you
investors is an important but often overlooked segment of the can increase revenue, decrease costs, and improve branding

SCHEDULE
social capital market. There are untapped opportunities to through impact investing. Using examples from Autodesk’s
fund church-based community development initiatives that direct investing, Salesforce’s Fund, and TechSoup’s innovative
focus on living wage employment, inclusive entrepreneurship, direct public offering strategies, this session will get your
and social justice issues like home ownership and credit for mind turning about how you can use the full spectrum of
vulnerable populations. This workshop provides examples capital in your position.
of faith-driven social enterprise and investment structures in Stephanie Gripne / Impact Finance Center
under-resourced neighborhoods. Erika Murdock Balbuena / Amazon Web Services
Sara Minard / Jubilee Impact Fund Claudine Emeott / Salesforce
Mark Elsdon / Pres House Ryan Macpherson / Autodesk Foundation
Vickie Lakes-Battle / IFF- Chicago Ken Tsunoda / TechSoup

IT DOESN’T HAVE TO BE THIS WAY: ALTERNATIVES TO INVESTMENT FORUM: ASSET OWNERS AND ASSET
CAPITALISM MANAGERS WORKING TOGETHER TO ADVANCE RACIAL
C 235 EQUITY
Capitalism might feel inevitable, but it doesn’t have to be. Southside Theater
There are ancient systems of exchange and support that are What role should asset owners play in ensuring that racial
being remembered, reawakened, and revived. There are also equity is at the heart of the impact investing movement?
artists and futurists who are dreaming of systems that no In this fast-paced program by Mission Investors Exchange,
one has yet experienced. Join a conversation about creation, 3 foundations each pair with a financial intermediary and
equity, exchange, stewardship, and value. dive deep into strategies to transform the field of investment
Penelope Douglas / Culture Bank management. From racial diversity to unconscious bias,
Marcus Briggs-Cloud / Ekvn-Yefolecv Maskoke Ecovillage each pair will share practical methods and lessons learned
Angelique Power / Field Foundation to advance equity in investment decision-making as
Nick Tilsen / NDN Collective cornerstones of large-scale systems change.
Tiffany McGhee / Momentum Advisors
Rob Manilla / Kresge Foundation
Rosanne Potter / Cleveland Foundation
Liz Michaels / Aperio

39
 TUESDAY For additional detail on all speakers, topics, and timing,
OCT. 22 please refer to Pathable: socap19.pathable.com

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

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

Cowell Theater Mainstage // Livestream in Big Top Tent

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

40
 WEDNESDAY
OCT. 23

7:30 AM towards an approach that also emphasizes the importance of

inspiration capital and social capital. This session will explore
how entrepreneurs can engage with local ecosystem builders
BREAKFAST to elevate their stories, ideate cutting-edge projects, and
Festival Pavilion grow their impact-driven ventures.
Katelyn Roberts / SEED SPOT
GENDER LENS INVESTING CHAMPIONS BREAKFAST Dustin Shay / Village Capital
Big Top Tent Sarah Koch / The Case Foundation
A highlight of SOCAP for many, the gender lens breakfast is Felicity Conrad / Paladin
an invitation to start your morning with a gender lens focus Natalie Self / Kauffman Foundation
and connect with people you might not have connected with
otherwise. Grab breakfast in Festival Pavilion, then head over UNLIKELY PARTNERSHIPS DRIVEN BY OPPORTUNITY
to the Big Top for this conversation that is intended to focus ZONES
thinking, strategizing, and acting with a gender lens. Gallery 308
One of the latest community development policies,
YOGA Opportunity Zones, has given rise to crucial conversations
Outside of Firehouse about cross-sectoral collaboration and innovation in the
Join Marlon Hall for a 45-minute yoga session to start your impact world. The Opportunity Zones legislation has
day. Yoga sessions will include personal anthropology increasingly drawn unlikely players into the field of impact
meditations that will help you remember more deeply who investing and community development. This panel will feature
you are and why you are drawn to this work. He will guide some of these key players in sharing their experiences and
us in ease-filled rituals of mindfulness and movement, and discussing how collaboration and community engagement
poetic moments of hope that will help ground the sea sick can unlock the full impact potential of Opportunity Zones
soul made dizzy by the winds and wooziness of social capital across the country.
work. Jen Collins / Beeck Center
John Lettieri / EIG
David Gross / Our Opportunity
8:30 - 9:30 AM / PARALLEL SESSIONS Mike Everett / NuovoRE
Elise Liberto / Brown Advisory

SCHEDULE
ANCHORS AWEIGH: HOW & WHY ANCHOR LPS HELP
SCALING IMPACT AND RESILIENCE IN EMERGING
IMPACT FUND MANAGERS GET STARTED
MARKETS VIA LOCAL FUNDS
Cowell Theater Mainstage
Southside Theater
Who are today’s “impact anchors” and what is their role in the
The support of local fund managers for promising social
impact ecosystem? This panel brings together anchor LPs and
entrepreneurs offers the ability to leverage millions of
impact fund managers to dive into this question from both
dollars of investment into hundreds of millions in revenue,
the investor and investee perspective. Panelists will explore
employment for thousands, and scalable products and
the responsibility of anchor investors to get fund managers
services that improve the lives of millions. In this session,
into business, the risks they are and aren’t willing to take, and
panelists will discuss the challenges and best practices in
the creative ways they can shape the playbook for the next
scaling up the flow of capital in local economies and in
generation of anchor LPs.
selecting companies that will be resilient to the upcoming
Marieke Spence / Impact Capital Managers
Kesha Cash / Impact America Fund global recession.
Karl Khoury / Arborview Capital Will Poole / Capria
Shuaib Siddiqui / Surdna Foundation Dmitry Fotiyev / Brightmore Capital
Shawn Cole / Harvard Business School Nicole Rossell / Terra Global Capital
Tony Berkley / Prudential Financial Ed Brakeman / Umsizi Fund
Rich Ambrose / Pomona Impact
Megan Walsh Thompson / Ford Foundation
BEYOND THE $$$: HOW INVESTING IN INSPIRATION AND Shruti Chandrasekhar / International Finance Corporation
SOCIAL CAPITAL CREATES MORE COLLABORATIVE (IFC)
IMPACT ECOSYSTEMS
Firehouse
STATE OF THE FIELD
It’s all about the money. Or is it? It’s time for entrepreneurs,
BATS! Theater
investors, entrepreneur support organizations, and
2019 was a year of many milestones for impact investing. The
foundations to start building sustainable relationships that
GIIN estimates that the market has surpassed half a trillion
transcend securing financial capital. In order to create
dollars worldwide and that there is growing alignment around
truly collaborative impact economies, the focus must shift

41
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

principles and practices. But challenges remain – from high building sustainable supply chains, and by extension, better
profile critiques to challenging business models to lingering businesses.
access to capital issues. What will it take for impact investing Anthea Kelsick / B Lab
to achieve its full, transformative potential? What factors are Helen Russell / Equator Coffees
driving change beneath the surface and which will define Sarah Bellos / Stony Creek Colors
2020? Ami Naik / Radicle Impact Partners
Fran Seegull / U.S. Impact Investing Alliance
Cathy Clark / Duke CASE FROM THE TAR SANDS TO THE BORDERLANDS:
BRINGING SOLAR ENERGY TO INDIGENOUS MIGRANT
ACCELERATING DEAL FLOW THROUGH PARTNERSHIPS HOUSING
SFAI Seminar 2 C 205
“There’s no pipeline” is a common refrain from international During this time of escalating threats at the US-Mexico
investors in emerging markets. How can commercially border, an opportunity to make a measurable impact for
minded practitioners bridge the pipeline gap in harder-to- asylum seeking Indigenous families has arisen. This session
reach geographies through knowledge, networks, and trust? highlights a partnership between Sacred Earth Solar (in the
What role do intermediaries, such as accelerators, play in Canadian tar sands and Cree led), Tonatierra (a Phoenix
this process? How can partnerships increase deal flows in based cultural embassy of Indigenous Peoples) and Seeding
these dynamic markets? Hear from a panel of practitioners, Sovereignty (an Indigenous womxn-led collective) as they
investors, and ecosystem builders on how partnerships can fill share their story about providing renewable energy to an
the pipeline gap for commercial investors. Indigenous migrant community and beyond.
Geoff Chalmers / ACDI/VOCA Melina Laboucan-Massimo, Lubicon Cree / Sacred Earth
Allie Burns / Village Capital Solar
CK Japheth / Innovation Village Janet MacGillivray, Muskogee / Seeding Sovereignty
Jake Stern / Alterna Tupac Enrique Acosta, Izkaloteka / TONATIERRA

DISRUPTING AND SCALING AFFORDABLE HOUSING FROM IMAGINATION TO IMPACT: A NEW FRAMEWORK
THROUGH IMPACT INVESTING AND MASS TIMBER OF RESTORATIVE DEVELOPMENT
SFMOMA Artists Gallery C 210
Beautiful, well-designed housing should be affordable to Cultural strategists, investors and community engagement
own and should improve the health and sustainability of our experts are employing a new approach called “Restorative
communities and environment. This panel will speak to how Development” that merges intergenerational leadership,
multiple sectors can work in unison to create sustainable, technology, and innovation as pathways to economic
affordable housing and ownership for at-risk communities. sovereignty. Come learn about models and success stories
Panel members will discuss their work at the intersection from Memphis, South Los Angeles and Oakland using this
of impact investment and mass timber, including unique hybrid approach to building and funding place-based
challenges and the industry’s radical potential for disruption. investments. Grounded in cultural strategies, restorative
Tobias Levey / Forterra development is designed to repair our social fabric and
Bert Gregory / Mithun create a thriving, just, and inclusive society for everyone.
Gregory Davis / Rainier Beach Action Coalition Christal Jackson / Head and Heart Philanthropy
Mayor Victoria Woodards / City of Tacoma, WA Irma Olguin Jr. / BitWise Industries
Morgan Simon / Candide Group
Anasa Troutman / Culture Shift Creative
8:30 - 9:45 AM / PARALLEL SESSIONS Taj James / Full Spectrum Labs
Ruben Hernandez / Devlabs

FROM FINANCING TO FIELDS: HOW TO BUILD COOPERATIVES AS A CATALYST FOR EMPOWERMENT

SUSTAINABLE SUPPLY CHAINS ACROSS INDUSTRIES AND RACIAL EQUITY
Gallery Tent C 235
Innovation cannot end the moment you step onto the factory Co-ops are a powerful tool to disrupt income inequality
floor. To have a positive impact, companies must build through democratic ownership, asset building, and
supply chains that combat existing systemic challenges leadership development. Co-ops are currently experiencing
while developing the processes and partnerships required a renaissance, focusing more deeply on bridging the
for a more sustainable future. Business models that racial wealth gap and creating quality jobs, especially for
account for external environmental and social costs must communities that have experienced structural disinvestment.
emerge, while also addressing barriers to entry for diverse This session will feature co-op developers and funders who
suppliers. These industry insiders will share their insights for are advancing innovative, community-driven co-op solutions

42
and demonstrating new models that have the potential to discuss how to use the power of storytelling to create tools to
foster transformative impact on their industries. build a future of work that works for everyone.
Alison Powers / Capital Impact Partners Heriselda Begaj / Participant Media
Melissa Hoover / The Democracy At Work Institute Julia Reichert / AMERICAN FACTORY
Joseph Cureton / The Staffing Cooperative Steven Bognar / AMERICAN FACTORY
Erik Forman / Independent Drivers Guild Laura Mutis / The Philanthropy Centre at J.P. Morgan Private
Samantha Lee Pree-Stinson / Village Financial Cooperative Bank
Rachael Myrow / KQED

9:45 - 10:45 AM / PARALLEL SESSIONS UNLOCKING THE POTENTIAL OF INDIGENOUS

COMMUNITIES: A MODEL TO MOBILIZE INNOVATION
AND OPPORTUNITY
CLOSING THE WEALTH GAP: ESSENTIAL
CONVERSATIONS FOR IMPACT INVESTORS Southside Theater
Cowell Theater Mainstage The NDN Collective and our colleagues from Indian Country
By 2020, white American households are projected to own will showcase the investment potential of Indigenous
86x more wealth than African American households, and communities and Native Nations, as well as the need for
68x more than Latino households. The economic health of their leadership and expertise to ensure just, equitable, and
our country requires strategies to combat these disparities. regenerative development for future generations. This session
Leading political and policy experts tackle critical questions will focus on investment opportunities in Indian Country
at this high-stakes moment in American history: What related to 1) Renewable energy 2) Housing and community
solutions are needed to ensure greater participation in development 3) Social enterprise and 4) Sustainable
wealth-building? What can impact investors do? Going into infrastructure.
Michael Johnson / NDN Collective
2020, what should impact investors understand about the
Nick Tilsen / NDN Collective
political landscape?
Julian Brave Noisecat / Data for Progress
Felicia Wong / Roosevelt Institute
Michelle Fox / NDN Partners
Rashad Robinson / Color of Change
Chrystel Cornelius / First Nations Oweesta Corporation
Rodney Foxworth / Common Future
Alicia Garza / Black Futures Lab
PARTICIPATORY IMPACT INVESTING

SCHEDULE
BATS! Theater
OVERCOMING BARRIERS TO DEPLOYING CAPITAL INTO
UNDERINVESTED AREAS Greater participation in the investment process by the very
Firehouse people that it is meant to serve increases the chances that we
Reaching the most difficult to serve populations requires make good on our impact promises and reduces the chances
rethinking the rules. This session will look at a number of of “impact washing.” However, this participation is easier said
barriers often cited when investors seek to deploy capital than done. This session explores the participatory approach
into underinvested areas, including structural limitations to the investment process and begins a discussion of how to
on underwriting models, regulatory challenges, and lack transform the sectors’ operational practices to empower the
historical performance data. The discussion will showcase communities that impact investment is intended to serve.
Sean Hinton / Open Society Foundations
practitioner strategies for addressing these barriers, proven
Gaithiri Siva / Buen Vivir Fund
approaches for introducing these products to investors,
Aaron Tanaka / Center for Economic Democracy
and the ways in which catalytic capital can play a role in Grace Lyn Higdon / Institute for Development Studies
accelerating investment.
David Bank / ImpactAlpha
GOVERNMENT VS PRIVATE SECTOR: DEBATING SCALING
Julia Shin / Enterprise Community Investments, Inc
PARTNERS FOR DIGITAL HEALTH ORGANIZATIONS
Sunwoo Hwang / Sixup
SFAI Seminar 2
Daniel Gura / Habitat for Humanity
Margret Trilli / ImpactAssets Social enterprises that serve health needs in low income
countries typically scale their solutions through public systems
THE SOCIAL IMPACT ENTERTAINMENT REVOLUTION (i.e government) or through the private sector (i.e. traditional
Gallery 308 commercial models). This Oxford-style debate will settle once
Storytelling is the frame through which we create change. The and for all which way is superior to the other. Two portfolio
critically acclaimed new documentary, AMERICAN FACTORY entrepreneurs of the Every Woman Every Child Innovation
美国工𠂆, lays the foundation to learn how creative content Marketplace will hash this question out, leading our community
can lay the groundwork for impact beyond the borders of to new insights about scaling digital health organizations.
Jane Thomason / Fintech Worldwide
the screen. Join Participant Media, filmmakers, and The
Nayan Kalnad / Avegen Health
Philanthropy Centre at J.P. Morgan Private Bank as they
Wendy Leonard / The Ihangane Project

43
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

THE CULTURE OF HEALTH: ARTS, THE BUILT THE MISSING MIDDLE IN THE LDCS: HOW TO FILL A
ENVIRONMENT, AND WELLNESS PERSISTENT FUNDING GAP
SFMOMA Artists Gallery C 205
Community attachment and social cohesion are two of the Small and midsize enterprises (SMEs) in Least Developed
requisite elements of community wellness. Arts and culture Countries (LDCs) - many led by women - are chronically
produce both. Deploying arts and culture strategies in concert unable to secure startup or growth capital from local banks.
with community planning and real estate development Yet, local SMEs are engines of growth that can create jobs,
can produce synergies that dramatically increase health build dynamic economies, and provide a path out of poverty
outcomes on the population level. for millions. Leaders from the impact investment and
Deborah Cullinan / Yerba Buena Center for the Arts economic development space will share ideas for how to fill
Beth Marcus / Local Initiatives Support Corporation (LISC) this funding gap in order to advance verifiable development
Liz Ogbu / Studio O impact in LDCs.
Anders Berlin / United Nations Capital Development Fund
FINANCING THE FRONTIER: THE CATALYTIC INFLUENCE (UNCDF)
OF GRANT CAPITAL Emilie Debled / Investisseurs & Partenaires (I&P)
Big Top Tent Pierre Berard / MCE Social Capital
Investing in frontier and emerging markets presents Richard Greenberg / OPIC Social Enterprise Finance
significant opportunity to advance a global development
agenda, yet deploying capital into such markets is often CLIMATE MITIGATION AND AG INVESTING: HOW FOOD
associated with high transaction, legal, and regulatory costs. CAN BE AS BIG AS ENERGY
To navigate frontier markets efficiently and strengthen the C 210
performance of their investees, many investors also leverage Food is the single greatest lever we have to improve the
grant financing. This session will explore the ins and outs of health of our people and our planet. The good news is, the
using grant capital and various strategies through which it problem is the solution. How can we use investment and
amplifies impact and financial performance. innovation to take the many great things the food system
Katrina Ngo / Global Impact Investing Network has delivered to our development, while we include human
Maggie Flanagan / The Lemelson Foundation and planet health in the next frontier? This panel will bring
Michelle de Rijk / DOEN Participaties B.V. together industry and entrepreneurs working together to
Paul Basil / Menterra Venture Advisors find new cost effective approaches to food and agriculture
practices.
Chuck Templeton / S2G Ventures
10:00 - 11:15 AM / PARALLEL SESSIONS Beth Robertson-Martin / General Mills
Justin Bruch / Clear Frontier Ag Management
Tim Fitzgerald / ForeLight, Inc
HOW TO EMBED A GENDER LENS ACROSS YOUR
PORTFOLIO
Gallery Tent CAN HAPPY WATER INVESTORS AND HAPPY RIVERS
This session is for asset owners, intermediaries, and CO-EXIST IN THE AMERICAN SOUTHWEST?
entrepreneurs seeking practical strategies to incorporate C 230
gender considerations across their business. This workshop There is no shortage of water investors in the American
format begins with a brief presentation on best practices Southwest, but there are only a few existing examples of
and lessons learned from a cross-section of practitioners impact investments that directly help rivers and streams.
who have successfully implemented a gender lens investing How can environmental philanthropy encourage investing
strategy across their portfolio. Then, breakout sessions will that actually helps? This session will present lessons learned
provide participants with an opportunity to review and about how – and where – impact investing that could help
discuss relevant tools and resources, and begin developing southwestern rivers is possible. Using case studies, we will
gender lens investing action plans. discuss what failed and why, along with approaches that are
Lisa Scheible Willems / AlphaMundi Group working and under development.
Christine Roddy / AlphaMundi Foundation Jill Ozarski / Walton Family Foundation
Ruth Shaber / Tara Health Foundation Ricardo Bayon / Encourage Capital
Stephanie Finigan / Value for Women Peter Culp / Culp & Kelly, LLP
Patricia Farrar-Rivas / Veris Wealth Partners

44
 INDIGENOUS VALUES, TECHNOLOGY AND SOCIAL MARKETING AND BRANDING FOR SOCIAL IMPACT
INNOVATION ORGANIZATIONS
C 235 Gallery 308
Many First Nations are challenged by a lack of clean water, When your mission drives every decision you make,
electricity, internet access, electoral technology, and gaining a competitive advantage requires articulating and
employment opportunities. Indigenous Peoples are building communicating your impact. Our panel of experts come from
culturally sensitive tech to close these gaps and improve the worlds of marketing, branding, video, content marketing,
the quality of life for their tribal members. They are creating social media, and campaign strategy. They will share today’s
alternative energy solutions, green job training, voting apps best practices for effective, authentic digital communications
and more, which are strengthening local economies and for mission-driven businesses, from startups to established
creating a more just and regenerative world market. enterprises operating multi-million dollar campaigns. The
Donna Morton / Lumen Farm group will offer tactical strategies, tips, and campaign
Lawrence Lewis, We Wai Kai / OneFeather examples for both small and large organizations.
Elsa Johnson, Diné (Navajo) / IINA Solutions Justin Belleme / JB Media Group
Simon Mainwaring / We First
Anthea Kelsick / B Lab
11:00 - 12:00 PM / PARALLEL SESSIONS Thomas Cumberbatch / Godzspeed

DEMOCRATIZING IMPACT INVESTING… ONE FINANCIAL WHEN WINNERS (DON’T) TAKE ALL: NARRATIVES AND
ADVISOR AT A TIME TOOLS FOR ECONOMIC MOBILITY
Cowell Theater Mainstage Southside Theater
Financial advisors play a key role in democratizing impact Issues like growing inequality and the extreme effects of
investing for the retail market. “Mass affluent” clients account climate change suggest that our economic system is failing.
for the majority of the $25 trillion in U.S. professionally We’ll look at the history and limits of the current paradigm
managed assets, and these clients are supported by an army and hear from leaders who have combined the best of the
of over 310,000 advisors. This panel will explore the ways public, private, and people sectors to address disparities.
in which large institutions and new tech-based entrants are Panelists will discuss income share agreements, alternative
upping their game to provide advisors with impact investing ownership models, investing for racial equity, and more.

SCHEDULE
access and education as never before. Together, we can forge a new economic narrative to reshape
Christina Leijonhufvud / Tideline our future.
Jackie VanderBrug / Bank of America Carol Tan / New York City Economic Development
Matthew Slovik / Morgan Stanley Corporation
Josh Levin / OpenInvest Brinda Ganguly / Living Cities
Rehana Nathoo / Spectrum Impact Joelle Gamble / Omidyar Network
Adam Connaker / Rockefeller Foundation Brendan Martin / The Working World

SOIL WEALTH: FINANCING REGENERATIVE CLIMATE FINANCE: OFFERING A BETTER CLIMATE FOR
AGRICULTURE ACROSS ASSET CLASSES USING BLENDED FINANCE APPROACHES
Firehouse BATS! Theater
“Soil Wealth” is a new term describing the constellation of The concept of “blended finance” has recently been receiving
benefits associated with building soil health and community an increasing amount of attention. But has that attention
wealth through regenerative agriculture. A leading group of been disproportionate to the amount of blended capital that
practitioners involved in financing regenerative food, farming, has actually flowed into solving the Sustainable Development
and forestry systems in various asset classes, including debt, Goals? In climate finance, we don’t think so. We explore why
equity, and real assets, will discuss emerging opportunities climate finance has seen sunny days with blended approaches
to invest across the value chain associated with agricultural but at the same time, we will dive into what was not so easy
systems that can help revitalize rural communities and in bringing the approaches to market.
address the climate crisis. Laurie Spengler / Enclude
Josh Humphreys / Croatan Institute Gareth Zahir-Bill / Shell Foundation
John Fenderson / Hatchie River Co. LLC Shilpa Patel / ClimateWorks Foundation
Meredith Storton / RSF Social Finance Tamer El-Raghy / Acumen Resilient Agriculture Fund
David LeZaks / Delta Institute
Wood Turner / Agriculture Capital

45
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

WHAT IMPACT DEALS HAPPEN ONLY BECAUSE OF 11:30 AM - 12:45 PM / PARALLEL

CATALYTIC CAPITAL?
SFAI Seminar 2 SESSIONS
In Beyond Trade-offs, various impact investors present the
case that this fast-growing market is neither all commercial, RACIALIZED LANGUAGE WORKSHOP
nor all concessionary. Trailblazing investors argued that Gallery Tent
the full spectrum of impact investing capital is essential to Language is a powerful tool for dividing and uniting.
achieve bold and lasting change. Through stories, panelists There is a close relationship between race, racism and
share the market segments in which impact investors can and language. Many terms that are part of regular vernacular
do achieve substantial impact alongside market-rate returns. have systemic underpinnings and help maintain the status
Presenters hope to pave the way for new market entrants in quo: “tar and feather”, “time Nazi”, “low man on the totem
order to see the full impact investing continuum. pole”, etc. Led by W.K. Kellogg Foundation facilitators,
Robynn Steffen / Omidyar this participatory workshop is a unique opportunity for a
Christine Looney / Ford Foundation collective conversation, not just a semantics lesson. We will
Reuben Teague / Prudential Financial
create a safe, nonjudgmental space for inquiry to increase
Candice Hampson / Big Society Capital
understanding.
Andrew Brower / W.K. Kellogg Foundation
REINVIGORATING IMPACT INVESTING BY RETURNING Oronde Miller / W.K. Kellogg Foundation
TO OUR ROOTS IN THE CIVIL RIGHTS STRUGGLE
SFMOMA Artists Gallery
THE BUTTERFLY EFFECT: FIXING THE PIONEER GAP
The modern impact investing movement in the United THROUGH PROXIMITY AND PHILANTHROPY
States was born out of the mid-20th century Civil Rights C 205
struggle. This panel will consider the vital contribution In emerging markets, incubating entrepreneurs is not enough.
impact investing can make in the U.S. if we reorient around We need to go one step further and incubate incubators.
this history. Join this generative conversation with seasoned This session will discuss how capacity building for incubators
impact investors and next generation civil rights leaders can create lasting impact. Panelists will also discuss how
discussing what’s possible when finance and financial leveraging the best practices of experienced incubators
knowledge is connected to the leaders who can use it most and the contextual knowledge of local incubators builds
effectively to drive racial equity. shared value. Lastly, we will explore how this ultimately
Antony Bugg-Levine / Nonprofit Finance Fund
benefits entrepreneurs through access to new markets, global
Ellis Carr / Capital Impact Partners
networks, talent, and funding.
Carol Dahl / The Lemelson Foundation
OPERATIONALIZING THE BUSINESS CASE FOR Matthew Austin / U.S. Agency for International Development
DIVERSITY, EQUITY AND INCLUSION (USAID)
Big Top Tent Robert Karanja / Villgro Kenya
The workshop will provide a chance for investors and Paul Basil / Villgro India
entrepreneurs to dive deep into the “how” of institutionalizing Avary Kent / Conveners.org
and operationalizing gender smart / DEI principles.
Organized around small working groups facilitated by expert BETTING ON INNOVATION TO SOLVE THE VENEZUELA
practitioners, groups will explore ways to integrate DEI CRISIS: A CONVERSATION AND BRAINSTORM
practices within their chosen focus area using a proprietary C 210
tool, Capria Quantum. At the conclusion of the session, Venezuela’s political, humanitarian, and economic crisis
participants will take back actionable, pragmatic DEI has driven more than 4.3 million people to flee the country,
strategies to their businesses and investment funds. leading to a growing social and economic impact on
Uma Sekar / Capria Venezuela, as well as neighboring countries. Learn about
Kate Loose / Capria how the Better Together Challenge — officially called Juntos
Shruti Chandrasekhar / International Finance Corporation es Mejor — was recently launched by USAID and the Inter-
(IFC) American Development Bank to crowdsource, fund, and scale
Megan Walsh Thompson / Ford Foundation
the best solutions to alleviate the immediate and long-term
Kathryn C. Kaufman / OPIC
effects of this crisis.
Cathy Clark / CASE i3 at Duke University
Michelle Bekkering / U.S. Agency for International
Development (USAID)
Antoni Estevadeordal / Inter-American Development Bank
(IDB)

46
 GENDER LENS INVESTING IN THE DEVELOPING WORLD Sharayah Lane / Philanthropy Northwest
C 230 Patrick Mullen / Utah Association of Counties
What roles do donors, governments, investors, asset Tynesia Boyea-Robinson / Living Cities
managers, businesses and entrepreneurs play in Stephanie Copeland / The Governance Project
advancing gender lens investing in the developing world?
This session will discuss innovative models (e.g. blended PAY FOR SUCCESS 2.0: THE NEXT GENERATION OF
finance) and specific opportunities that exist for finance OUTCOMES-BASED FUNDING
to address key gender equality gaps globally, like gender- Southside Theater
based violence, shifting gender norms, or gender equity in While early signs of the Pay for Success financing model
the future of work. It will explore cross-sector participation, were promising, a number of obstacles have emerged and
strategic partnerships, and ecosystem building rooted in prevented widespread uptake. These challenges include
research, policy reform and risk mitigation in private capital overly rigid deal structures, insufficient consideration of
mobilization. government contracting and non-profit operating realities,
Joy Anderson / Criterion Institute and lack of a strong infrastructure centered on outcomes.
Jessica Houssian / Equality Fund Come hear from social innovators who, through improved
Jessica Villanueva / MEDA contracting, performance management, research, and
Leah Pedersen / U.S. Agency for International Development payment structures, are advancing the next generation of
(USAID) outcomes-based funding.
Sara Peters / Project Evident
HOW CAN FAMILY OFFICES CATALYZE IMPACT? Ian Galloway / Federal Reserve Bank of San Francisco
C 235 Sindhu Lakshmanan / Living Cities
Family offices are uniquely positioned to provide Roger Low / America Forward
organizations with catalytic capital, or investment that is Angeli Weller / Weller Worldwide
patient, risk-tolerant, and more flexible than conventional
financing. Join a conversation with family office leaders who THE COSTLY CYCLE OF BIASED INVESTING
have used this innovative financing approach alongside their BATS! Theater
traditional investments and philanthropic grantmaking to Venture capitalists with similar backgrounds—ethnic, career,
achieve impact at scale. educational, religious—are more likely to syndicate with

SCHEDULE
Michael Etzel / The Bridgespan Group one another, thus making similar co-investment decisions.
Arani Kajenthira, Ph.D. / Walton Enterprises However, this cycle of “like investing in like” dramatically
Adam Rein / CapShift reduces the probability of investment success. As a result,
Lauren Booker Allen / Jordan Park women and people of color are locked out of financial
Barr Even / Dalio Foundation opportunity, and investors are also losing out. How can
philanthropists, foundations, and investors address blind
spots and solve for the costly cycle of biased investing?
12:00 - 2:00 PM Cheryl L. Dorsey / Echoing Green
Tia Hodges / Citi Foundation
LUNCH Felecia Hatcher / Code Fever Miami
Hadiyah Mujhid / HBCUvc
Festival Pavilion

REAL COW POWER: GRASS-FED ECONOMIES AND

12:15 - 1:15 PM / PARALLEL SESSIONS REGENERATIVE AGRICULTURE
SFAI Seminar 2
The future of meat is rapidly changing. Animal confinement
RURAL RESURGENCE AND OPPORTUNITY ZONES
systems have broken the connection between cattle, land,
Firehouse
and the farmer- leaving all struggling. From plant-based to
While the U.S. has seen a steady recovery since the Great
clean meat movements, new options are capturing more
Recession, much of this growth has been focused in cities.
attention and market share. In this panel, grass-fed and meat
Many rural communities across the U.S. have remained
alternative experts will explore the alternatives to industrial
stagnant or even experienced declines. OZs hold the
beef to share how reduced environmental impact can be met
potential to redirect capital from investors who, until now,
through a diversity of approaches that support farmers and
had never considered investing in rural communities, but
consumers equally.
formalizing these relationships requires a considerable
Pete Huff / Winrock International
amount of capacity building. This session will explore Dan Altschuler Malek / Unovis Partners
challenges and solutions around rural capacity building. Catha Groot / Radicle Impact
Grant Baskerville / Sorenson Impact Center Allen Williams / Joyce Farms

47
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

HOW CAN THE PRIVATE SECTOR SUPPORT REFUGEES INNOVATIVE BLENDED FINANCE FOR CLIMATE
AND HOST COMMUNITIES GLOBALLY? SOLUTIONS
SFMOMA Artists Gallery C 205
Worldwide, nearly 70 million people have been forcibly Blended finance vehicles are increasingly being used to
displaced, including more than 25 million refugees. The need attract and deploy commercial capital toward SDG-related
for long-term, sustainable solutions to uplift refugees and investments, particularly in emerging markets. This panel
support their host communities has never been more acute. will showcase blended finance mechanisms that mobilize
Working together with other actors, the private sector can public and private capital to finance solutions for pressing
play a critical role, whether in creating jobs, driving economic global environmental challenges, including ocean plastic,
growth, or improving the accessibility of goods and services carbon-intensive agriculture, and deforestation. Panelists will
for refugees and host communities – and there is a growing explore the challenges faced in building blended vehicles
commitment to do so. In this panel, including both investors and structural innovations that have successfully unlocked
and practitioners, we will explore multiple ways the private commercial capital to combat pollution and climate change.
sector can leverage their capabilities and assets to help, Heather Eisenlord / RPCK Rastegar Panchal
as well as the challenges and opportunities around scaling Eron Bloomgarden / Climate and Forest Capital
impact. Joan Larrea / Convergence Finance
Danielle Berfond / The Bridgespan Group April Crow / Circulate Capital
Sean Hinton / Soros Economic Development Fund
Béatrice Delperdange / KOIS Invest GENDER LENS INVESTMENT IN AGRICULTURE
Aline Sara / NaTakallam C 210
Women entrepreneurs are critical to the economic
DISRUPTING POWER DYNAMICS WORKSHOP development of agricultural markets around the world, but
Big Top Tent do not receive the resources, funding, and support needed to
This high-powered session will guide you through a scale. This is in part a reflection of gender biases in early-
framework of seven ways power dynamics show up in stage investment, but what can investors do to address this?
partnerships, investment structures, and interactions Come and learn about options that investors could adopt to
with communities. Utilize a new equity-based approach reduce gender bias in the agricultural investment pipeline,
to investing in communities that will push you to think including alternative capital structures, gender lens impact
critically about your own work and how your organization toolkits, and acceleration services.
may reinforce inequitable processes, understanding and Heather Matranga / Village Capital
bias. Together, we will explore how to shift existing power Lisa Willems / AlphaMundi
dynamics to arrive at a more authentic truth. Kathryn Kaufman / OPIC 2X Challenge
Liz Dozier / Chicago Beyond Shruti Chandrasekhar / International Finance Corporation
Sheldon Smith / The Dovetail Project (IFC)
Diane Isenberg / Ceniarth LLC

1:00 - 2:15 PM / PARALLEL SESSIONS WORKER VOICE AND EMPOWERMENT

C 230
The rapid pace and scale of technological change is
TRANSLATING IMPACT INTENTIONS INTO REAL RESULTS
disrupting labor markets and fundamentally altering the
Gallery Tent
future of work. Anticipating and preparing for the impact
In this interactive workshop, participants will explore how
of digital technologies on the workforce is an urgent issue,
to use IRIS+ to translate their impact goals and intentions
with worker voice and empowerment critical to ensuring
into clear, actionable, and material data needed to drive
that workers are not left behind. This session will explore
decision-making. The session will feature practical examples
the issues behind the changing nature of work and how
by impact investors and provide a space for participants to
innovations in tech can ensure dignity across all workers of
discuss progress and challenges in impact measurement and
the future.
management.
Paul Miller / Bethnal Green Ventures
Leticia Emme / GIIN
Oliver Cushing / RightsDD
Bellissa Rojas / Project X Global
Christine Roddy / AlphaMundi
Uma Sekar / Capria Ventures HIDDEN CHALLENGES OF INVESTING IN AGRI-
BUSINESSES AND HOW TO OVERCOME THEM
C 235
Seasonal revenue, unpredictable weather-related risk,
and limited cash flow. These challenges and many others
are unique to investing in agri-businesses and companies

48
commercializing technologies that serve smallholder limited financial sacrifice, significant market gaps persist in
farmers. We will highlight case studies from entrepreneurs sectors and geographies that require lower costs of capital to
and investors on the hidden pitfalls that are common in succeed. This panel will highlight impact-first investors that
agriculture deals. Hear from entrepreneurs on how they have relaxed their own constraints to achieve market-rate
plan to overcome risks. Investors will cover diligence on returns that are filling these global gaps, and how funds and
these opportunities, risk assessment and mitigation, and deal enterprises in these markets are delivering impact in regions
structure to account for risk. where commercial investors cannot venture.
Augusta Abrahamse / USAID Powering Agriculture Greg Neichin / Ceniarth LLC
Jiten Ghelani / Promethean Power Systems Diane Isenberg / Ceniarth LLC
Vianney Tumwesige / Green Heat Lynne Hoey / Candide Group
Lisa Willems / AlphaMundi Rick Beckett / Global Partnerships
Richard Greenberg / OPIC Social Enterprise Finance

1:30 - 2:30 PM / PARALLEL SESSIONS OPERATIONALIZING RACIAL EQUITY IN OUR WORK

Southside Theater
MARKET OR MIRAGE? OPPORTUNITY ZONES COME While the language and concepts of racial equity are
INTO FOCUS spreading across the field of finance, how are firms
Cowell Theater Mainstage integrating strategies to imbed racial equity as a rigorous
The market for Opportunity Zones is coming into focus as management practice? From organizational structure,
investors, funds, and local stakeholders work to maximize staffing, sourcing, deal flow, and learning and adapting from
the value of the tax benefit. How can impact developers, outcomes, leaders and firms are demonstrating that a racial
enterprises, and entrepreneurs make the most of this equity focus is not the work of a stand-alone diversity office,
opportunity? What can impact investors and philanthropies but deeply integral to their entire organizational practices
do to influence this market toward positive impact? What and processes. This session will feature leaders that will share
might be in store for new regulations? Panelists will answer their strategies and work to increase their financial and social
these questions and more as they discuss early trends shaping impact across the field.
the OZ market. Andrew Brower / W.K. Kellogg Foundation
Fran Seegull / U.S. Impact Investing Alliance Jacob Haar / Community Investment Management

SCHEDULE
Ja’Ron Smith / Executive Office of the President Ellis Carr / Capital Impact Partners
Jim Sorenson / Catalyst Opportunity Funds Humaira Faiz / W.K. Kellogg Foundation
Lisa Woods / KPMG
Otis Rolley / The Rockefeller Foundation MAKING MANAGERS: PREPARING SOCIAL ENTERPRISES
TO SCALE MORE EFFECTIVELY
THE MEDIA IS DEAD. LONG LIVE MEDIA!: SMART BATS! Theater
INVESTMENTS IN MEDIA FOR SOCIAL IMPACT Social entrepreneurs can’t scale their organizations alone.
Firehouse They need high-performing teams with great managers to
Evidence shows that compelling stories motivate people to make it across the Pioneer Gap. Unfortunately, research
take on new behaviors. Yet, the impact investing community shows that the personal transition from “visionary
has largely underinvested in narrative infrastructure which entrepreneur” to “effective executive” is mentally and
has been difficult to measure with standard financial emotionally challenging. In emerging economies, this task is
analysis. Join leading innovators as they share new models even more daunting. This session will share how entrepreneur
for investment, offer case studies from a variety of narrative support organizations are filling in skill and capacity gaps for
strategies supporting a broad range of impact ventures, and scaling organizations by using their most important assets:
how to tell a good investment in media and narrative from a their people.
bad one. Mark Horoszowski / MovingWorlds
Andre Banks / A/B Partners Allie Burns / Village Capital
Christie George / New Media Ventures Kate Cochran / Upaya Social Ventures
Tara McGowan / FWIW Media
Rashad Robinson / Color of Change THE ROLE OF INDEPENDENT VERIFICATION IN IMPACT
Marisa Franco / Mijente MEASUREMENT AND MANAGEMENT
SFAI Seminar 2
EMBRACING THE TRADEOFF: USING LOW COST CAPITAL This panel will discuss the role of independent verification in
TO DRIVE DEEPER IMPACT good practice impact measurement and management (IMM).
Gallery 308 Itad will present learning from its independent review of a
While most of the impact investing sector seeks to embrace Venture Capital Fund’s Impact Strategy – the first of its kind in
the idea of double-bottom line investments that demand the UK – against IMM best practice as captured in the Impact

49
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

Management Project. We will also explore the commitment to and Queer (LGBTIQ) individuals face around the globe?
independent verification within Principle 9 of IFC’s Operating Criterion Institute will facilitate an interactive workshop on
Principles for Impact Management and how to conduct these the challenges and opportunities in the space.
assessments. Joy Anderson / Criterion Institute
Karim Harji / Said Business School, University of Oxford
Olivia Prentice / Impact Management Project DESIGNING WITH REFUGEES AND MIGRANTS
Neil Gregory / International Finance Corporation (IFC) C 205
Charley Clarke / Independent IMM Specialist With more than 70.8 million people forcibly displaced
Hannah Schiff / Nuveen
worldwide today, GHR Foundation and OpenIDEO’s $1 million
2019 BridgeBuilder Challenge sought solutions that enable
THE NEXT BIG THING? A THOUSAND LITTLE THINGS: individuals to create a life of meaning filled with hope and
ARTS, CULTURE, AND SUSTAINABLE ECONOMIES
dignity. With a commitment to supporting solutions rooted
SFMOMA Artists Gallery
in community, the Challenge was designed to include the
Nature’s ecosystem services, such as breathable air, clean
perspective of refugees and migrants throughout the process
water, wildlife and aquatic life, are the direct and indirect
— from ideation to feedback and evaluation.
contributions of ecosystems to support human’s quality of Jason Rissman / OpenIDEO
life. These services are being assigned monetary value in Mark Guy / GHR Foundation
the trillions per year. This fascinating discussion will focus Aline Sara / NaTakallam
on how arts and culture are playing an increasing role in
strategies and transitions that are moving from extraction to MOVING BEYOND THE HYPE: WHAT WORKS IN RESULTS-
regeneration. BASED FINANCE FOR HEALTH OUTCOMES
F. Javier Torres-Campos / Surdna Foundation C 210
Aviva Kapust / Village of Arts and Humanities Results-based financing (RBF) is becoming increasingly
Tatewin Means / Thunder Valley CDC
popular in the health arena. However, strong criticisms have
Kaiton Williams / Impact American Fund
been raised about these instruments, including that they are
overly complex and increase transaction costs. To date, only
TRANSFORMING THE FUTURE THROUGH
a handful of projects have been attempted, but these have
COLLABORATIVES
provided some interesting lessons. This session will candidly
Big Top Tent
debate various results-based finance instruments, examine
Collaborative frameworks like social venture alliances,
what has and hasn’t worked to date, and explore priorities
donor circles, and funder collaboratives can lead to
moving forward.
sustainable solutions for today’s complex problems. Recently,
Kusi Hornberger / Dalberg
Tides launched the Immigrants United Collaborative, a Jake Segal / Social Finance
cross section of people from donors, nonprofits, and experts Omer Imtiazuddin / U.S. Agency for International
working to solve the technology gaps that immigration- Development (USAID)
focused nonprofits frequently endure. In this interactive Dianne Calvi / Village Enterprise
session, we will use this new initiative as a case study to
provide you with tools and guidelines for success in your VITAL CAPITAL: CROWDFUNDING FOR REGENERATIVE
future collaborations. FORESTRY
Sujatha Sebastian / Tides C 230
Roxana Shirkhoda / Tides The best thing we can do for the planet is plant and maintain
Edward Galvez / Tides millions and millions of trees. Ejido Verde, a regenerative
forestry project, has raised millions of dollars from investors
and development agencies. But the most vital money; the
2:30 - 3:45 PM / PARALLEL SESSIONS patient capital that can wait 10 years to be repaid came from
crowdfunding, not institutional sources. Come hear the basics
INTERACTIVE WORKSHOP: EXPANDING GENDER LENS and next level possibilities of crowdfunding for impact, while
INVESTING TO BE MORE INCLUSIVE OF LGBTIQ using Ejido Verde as a case study.
Gallery Tent Kevin Jones / GatherLab
Gender lens investing is rapidly gaining momentum, yet Natalie Vergara Giron / Kaya Impacto Mexico
the emergent field does not as a practice address the full Shaun Paul / Ejido Verde
spectrum of power imbalances related to gender identity and Wesley Schrock / Kiva
other identities, like sexual orientation, with which gender
intersects. How can gender lens investing expand to address
the issues that Lesbian, Gay, Bisexual, Transgender, Intersex

50
 USING BLENDED FINANCING TO CREATE SYSTEMIC Cari Hanson / SOCAP
CHANGE IN AGRICULTURE MARKETS Joey Womack / Amplify 4 Good
C 235
The strategic use of development finance and philanthropic INVESTING IN WORKFORCE TECH WITHOUT LOSING
funds offers exciting opportunities, with the potential to YOUR SHIRT
catalyze change not just at a firm level, but also at a sector Gallery 308
or market level. A successful investment in these markets can We’re entering a new era of innovation to ensure workers
contribute to systemic change that addresses the root causes thrive in the age of automation. But as startups hustle to
of market gaps and asymmetries. Come and learn about solve critical workforce issues, both tech entrepreneurs
inducing systemic change in agricultural market systems in and investors are grappling with the role of philanthropy
emerging markets though blended capital and tools deployed and impact investing to seed and scale the best ideas. We’ll
for agriculture finance/investment. explore the frontier of workforce tech, and debate the role
CJ Hall / ACDI/VOCA different capital sources can play in jumpstarting successful
Timothy Rann / Mercy Corps Social Ventures worker-centric technologies and business models.
Virgilio Barco / Acumen LatAm Capital Partners Jean Shia / Autodesk Foundation
Morgan DeFoort / Factor[e] Ventures Amon Anderson / Acumen
Niraj Shah / IFC Blended Finance Jason Palmer / New Markets Venture Partners
Sonali Kothari / ETF@JFFLabs
Elizabeth Garlow / Lumina Impact Ventures
2:45 - 3:45 PM / PARALLEL SESSIONS
THE STATE OF ALTERNATIVE OWNERSHIP AND FINANCE
FIGHTING CLIMATE CHANGE WHILE GROWING MARKETS IN THE U.S.
Cowell Theater Mainstage Southside Theater
With the consequences of climate change already taking Over the past year, RSF Social Finance and Purpose U.S. have
effect, investment partners are finding new ways to blend been on a learning journey, exploring the state of the field of
their capital to preserve and protect the world’s most critical steward-ownership and alternative financing in the U.S. This
tropical forests and the communities that depend on them. panel will explore the key learnings from those conversations
In this session, a panel of mission investors will explore how and discuss why these ownership/financing solutions are

SCHEDULE
new investment collaborations can be catalytic – and how needed, the myriad of ways they are being applied to social
patient capital, at scale, can deliver financial returns while enterprises, and what’s needed to make them more accessible
accelerating climate-smart forestry and agricultural practices to investors and businesses.
Kate Danaher / RSF Social Finance
worldwide.
Camille Canon / Purpose Network
Shilpa Patel / ClimateWorks Foundation
Aner Ben-Ami / Candide Group
John Balbach / The John D. and Catherine T. MacArthur
Aaron Tanaka / Center for Economic Democracy
Foundation
Natalie Reitman-White / Organically Grown Company
Chris Larson / New Island Capital
Rupal Patel / Renewable Resources Group (RRG)
Susan Phinney Silver / The David and Lucile Packard
Foundation
THE ROLE OF THE BLACK CHURCH IN WEALTH
CREATION IN MARGINALIZED COMMUNITIES
ACCESS, INCLUSION, IMPACT - SPECTRUM 2020
BATS! Theater
Firehouse
Beyond soup kitchens and clothing closets, Black Churches
This summer in Atlanta, SOCAP launched SPECTRUM,
are nurturing entrepreneurs who are becoming job creators
a convening designed to spur dialogue and significant
and creating wealth in neighborhoods that many have left
action toward building an impact economy based on equity,
behind.
diversity and inclusion. SPECTRUM gathered innovators
Leroy Barber / The Voices Project
and founders of color who have been systematically
Rudy Rasmus / Pastor Rudy Rasmus
under-recognized and under-resourced. Let’s continue the Sadell Bradley / MORTAR Cincinnati
conversation in this interactive session where cross-sector DeAmon Harges / The Learning Tree
leaders and investors will recap the importance of SPECTRUM
and what we learned. Next, we want to hear from you. Come EMERGING ECOSYSTEMS: ARE MID-SIZE CITIES THE
help us co-design SPECTRUM 2020. NEXT HUB FOR SOCIAL ENTERPRISE?
Keisha Senter / The Solution Senter SFAI Seminar 2
Ed Dugger III / Reinventure Capital
While major cities like San Francisco have the most robust
Francine Chew / Prudential Financial
entrepreneurial ecosystems, the cost of living and working
Courtney Counts / KTC
Bem Joiner / Atlanta Influences Everything in these cities is often prohibitive, making them inaccessible

51
 WEDNESDAY For additional detail on all speakers, topics, and timing,
OCT. 23 please refer to Pathable: socap19.pathable.com

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

52
 THURSDAY
O C T . 24

6:00 - 7:30 PM 7:30 AM

WINE DOWN BREAKFAST

Festival Pavilion Festival Pavilion
This on-site happy hour is an opportunity to connect with
friends and make dinner plans in the fabulous city of San GENDER LENS INVESTING CHAMPIONS BREAKFAST
Francisco. (Additional local meet-ups are encouraged to self- Big Top Tent
organize via Pathable! socap19.pathable.com) A highlight of SOCAP for many, the gender lens breakfast is
an invitation to start your morning with a gender lens focus
and connect with people you might not have connected with
7:00 - 9:00 PM otherwise. Grab breakfast in Festival Pavilion, then head over
to the Big Top for this conversation that is intended to focus
AMERICAN FACTORY SCREENING thinking, strategizing, and acting with a gender lens.
Southside Theater
Join Participant Media for an intimate private screening of YOGA
AMERICAN FACTORY 美国工𠂆! The new film from Academy Outside of Firehouse
Award®–nominated directors Steven Bognar and Julia Join Marlon Hall for a 45-minute yoga session to start your day.
Reichert documents the revitalization of one long-shuttered Yoga sessions will include personal anthropology meditations
factory in Dayton, Ohio, while providing a startling glimpse that will help you remember more deeply who you are and
of seismic economic shifts happening across the country — why you are drawn to this work. He will guide us in ease-filled
and the world. At the screening, you will be able to ask the rituals of mindfulness and movement, and poetic moments of
filmmakers questions and hear how they hope their film will hope that will help ground the sea sick soul made dizzy by the
impact the future of work in America. winds and wooziness of social capital work.
Jacqeline Lee / Participant Media

8:30 - 9:30 AM / PARALLEL SESSIONS

SCHEDULE
TECH’S TURN TO IMPACT
Cowell Theater Mainstage
Impact investors have long backed tech-powered solutions.
Now, mainstream tech venture capitalists increasingly are
targeting global social and environmental challenges as they
search for world-positive companies and “impact alpha.” Tech’s
turn toward impact has the potential to unlock exponential
solutions, but raises new issues about accountability,
community engagement, and unintended consequences. We’ll
explore the opportunities, deals, and dangers.
David Bank / ImpactAlpha
Seth Bannon / Fifty Years
Maryanna Saenko / Future Ventures

INNOVATIVE LENDING TO CATALYZE EMPLOYMENT

ENTERPRISES
Firehouse
Employment social enterprises (ESE’s) are revenue-generating
businesses that employ, train and support people striving to
overcome serious employment barriers. Like any business,
ESE’s need flexible capital to grow. Traditional lenders and
even impact investors haven’t caught up with the potential so
new models are emerging to deliver the capital and advisory
services needed to accelerate the movement. Join innovative
lenders to learn why ESE is a smart investment, and what
other investors can do to get involved.
Emilie Linick / REDF
Sindhu Lakshmanan / Living Cities
Reed Mayfield / RSF Social Finance
53
 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

CONNECTING FOUNDERS OF COLOR TO COMMUNITY EARLY STAGE INVESTING IN EMERGING MARKETS: THE
AND CAPITAL CAPITAL PROVIDER’S PERSPECTIVE
Gallery 308 SFAI Seminar 2
Founders of color have been absent from the wealth-building The Collaborative for Frontier Finance is a multi-stakeholder
that continues to transform our entrepreneurial ecosystems. initiative that aims to increase access to capital for small and
Cities are consequently failing to benefit from the success growing businesses (SGBs) in emerging markets. This panel,
and impact of these entrepreneurs. To address this, Living featuring some of the most persistent and successful early
Cities launched an initiative in 2018 to tackle the many access stage fund managers and investors in this space, will explore
challenges that founders of color experience. Our panel will how to create impact and achieve returns in this challenging
share their vision for a truly inclusive economy, plus learnings sector. Topics include investment approach, portfolio
and success stories about unlocking resources for high- management and development, and follow on capital
growth founders of color. considerations.
Elizabeth Reynoso / Living Cities Drew von Glahn / Collaborative for Frontier Finance
TD Lowe / 42Phi Ventures Tahira Dosani / Accion Venture Lab
Monique Woodard / Cake Ventures Scott Onder / Mercy Corps Ventures
Savina Perez / Hone Andy Lower / ADAP Capital
Rema Subramanian / Ankur Capital
HARNESSING THE POWER OF RACIAL EQUITY TO BUILD Lauren Cochran / Blue Haven Initiative
AN EQUITABLE NATION Will Poole / Capria
Southside Theater
Equity—just and fair inclusion in which all can participate, OPPORTUNITY ZONE STORIES FROM THE FIELD
prosper, and reach their full potential— is a superior growth SFMOMA Artists Gallery
model for our economy. As impact investors and corporations It has been nearly two years since the Tax Cut and Jobs Act
leap into their equity moment, it is imperative that their was passed. Come hear from those out in the field looking
strategies enhance racial equity and not perpetuate systemic to fund transformative, double-bottom line opportunity
racism and toxic inequality. Speakers will highlight examples zone projects, and those looking to attract opportunity
of new markets and products that are beginning to produce zone investment to their respective states. This panel
business returns, advance equity, and transform our nation. brings together a constellation of players that reflect the
Lakshmi Iyer / FSG collaborative effort needed to deliver on the intent of the
Michael McAfee / PolicyLink opportunity zone legislation.
Courtney Watson / Chestnut Opportunity Zone Fund
BALANCING OPPORTUNITIES AND TRADEOFFS: SECRETS Alex Flachsbart / Opportunity Alabama
FROM 10+ YEARS OF IMPACT INVESTING Jeremy Keele / Catalyst Opportunity Fund
BATS! Theater Liza Soydan / Chestnut Catalyst Group & Chestnut
Opportunity Zone Fund
Impact investing can be opaque, especially in the private
Ed Smith / Invest Atlanta
markets. It’s hard to know how investors really calculate risk,
opportunities, and returns. What tools and approaches are
helping investors deliver on their impact and financial goals? 8:30 - 9:45 AM / PARALLEL SESSIONS
What has worked and what hasn’t? Join impact investors who
recently completed independent, 10-year reviews of their
portfolios in a candid conversation about lessons learned and THE BUSINESS CASE FOR GENDER LENS INVESTING:
best practices moving forward. CALIBRATING INVESTOR AND ENTREPRENEUR
Ian Fuller / WestFuller Advisors, LLC EXPECTATIONS
Lisa Kleissner / KL Felicitas Gallery Tent
Sarah Williams / Propel Capital The business case for bringing a gender lens to investing has
Robynn Steffen / Omidyar Network been established. Entrepreneurs and investors understand
that empowering women and ensuring gender equity leads to
improved business performance. However, putting this into
practice can be challenging and costly for entrepreneurs, not
always equipped with the tools, skills and resources needed to
make changes to their businesses. Should the impact investing
sector pioneer these practices into mainstream investing?
Examples of companies and best practices included.
Nicole Etchart / NESsT
Katie Naeve / Root Capital
Jessica Villanueva / MEDA
Yasmina Zaidman / Acumen
54
 THE PATH TO FINANCIAL WELLNESS: HOW COMPANIES BRINGING AGRI-BUSINESS TECHNOLOGIES AND
ARE INNOVATING TO DRIVE FINANCIAL INCLUSION & BUSINESS MODELS TO SCALE
RESILIENCY C 235
C 205 Both technologies and business models are important
Globally, the financially underserved and financially considerations when entering the smallholder market.
insecure represent a majority of the world’s population, and Agribusinesses are faced with the challenge of introducing,
the Financial Health Network estimates that only 28% of adapting, and distributing technologies that are needed to
Americans are financially healthy. In the face of rising income improve the productivity and profitability of smallholder
inequality, increasing retirement insecurity, and a lack of agriculture. Come and hear panelists discuss how their
alternatives to predatory lenders — how are companies unique business models and technologies are disrupting the
innovating to reach these customers and create pathways “agbiz as usual” model, bringing markets closer to producers,
to financial wellness? Come hear from cross-sector leaders empowering buyers and sellers, and creating stronger systems
helping to pave the way to financial wellness. that improve smallholder farmers’ lives.
Gerald Pambo-Awich / Prudential Financial Janet Lawson / U.S. Agency for International Development
James Gutierrez / Aura (USAID)
Frank Dombroski / FlexWage Solutions Beth Mitcham / Feed the Future Innovation Lab for
Leigh Phillips / EARN Horticulture
Matt Iverson / Retiremap HQ Fredric Kawalewale / Agri Inputs Suppliers Limited
Helen Davies / Futurepump
EVOLVING LABOR MARKET MODELS FOR THE FUTURE Stephanie Angomwile / Stewards Globe
OF WORK Soumitra Mishra / Claro Energy Private Limited
C 210
The future of work is being shaped by both technological
disruption and shifts in societal preferences. People and 9:45 - 10:45 AM / PARALLEL SESSIONS
organizations will need to mitigate against the negative
effects of disruption, especially for underskilled populations. THE FUTURE OF CAPITALISM
This panel will discuss evolving labor market models, Cowell Theater Mainstage
which are moving to close the enormous supply/demand From climate change to gun violence, from rising populism to

SCHEDULE
gap between jobs and qualified workers. We’ll also cover millennial activism - corporations, investors, and capitalists of
what needs to change in our current conception, definition, every stripe are being asked to account for the role of capital
and implementation of education to meet future job in the global social order. But are we at an inflection point or
requirements. a breaking point? Panelists will discuss how impact investing
Janet Salm / Strada Institute for the Future of Work will reshape our political economy, and what this means for
Sarah Keh / Prudential investors, asset managers, businesses, entrepreneurs, and
Kerri Briggs / Cicero Group citizens around the world.
April Rinne / April Worldwide Fran Seegull / U.S. Impact Investing Alliance
Andrea Armeni / Transform Finance
ADDRESSING THE HUMANITARIAN AID GAP: STORIES Shuaib Siddiqui / Surdna Foundation
FROM ENTREPRENEURS BUILDING SOCIAL ENTERPRISES
TO SUPPORT REFUGEES WHY INVESTING IN FOOD WASTE MEANS INVESTING IN
C 230 FOOD EQUITY
A catastrophic convergence of political and economic Southside Theater
conditions are driving the displacement of people from their Fighting food waste is good business and good for the
communities. Humanitarian aid is insufficient to support the environment, and there’s another critical benefit: food
unprecedented numbers of people struggling as refugees, security. Every year, we waste 40% of food, yet 1 in 8
migrants, or modern-day slaves. Many promising social Americans remain food insecure. Improving food security
enterprises operate in this nascent sector, however there is means efficiently and effectively using the food we already
a dearth of organizations willing to invest in work previously produce. Join ReFED to discuss how accelerating the right
supported by humanitarian aid money. Through storytelling, models and tools can double food recovery and set us on the
we’ll explore perspectives on the humanitarian aid gap and path to cut food waste in half by 2030.
possible solutions. Alexandria Coari / ReFED
Marie Haller / Miller Center for Social Entrepreneurship Maen Mahfoud / Replate
Alice Bosley / Five One Labs Hannah Semler / Whole Crops
Kate Muwoki / Kiron Open Higher Education Rebeckah Piotrowski / City Harvest

55
 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

RACIAL DIVERSITY IN REAL ESTATE – IMPROVING A THE “NUTS AND BOLTS” OF NATIVE AMERICAN
LAGGING SECTOR INDIGENOUS INVESTING IN THE U.S.
Gallery 308 SFAI Seminar 2
The $15 trillion U.S. Commercial Real Estate sector, has A Native American Investment Banker and Native American
historically been less diverse than the nation, and has Attorney walked into a bar... to talk about the Nut and Bolts
trailed other business segments in creating leadership and of Tribal Finance and the intersection with impact investing.
ownership opportunities for people of color. This panel will This fireside chat will feature stories and case studies from
discuss the ways in which industry actors are working to the forefront of Native American transactions and a view of
intentionally address privilege and exclusion. Beyond social how tribal economic development is and can intersect with
justice arguments, we will explore the economic benefits impact investing.
of having a more diverse sector, and why investors should Valerie Red-Horse Mohl / Social Venture Circle
demand results in this area. Heather Thompson / Greenberg Traurig LLP
Reuben Teague / Prudential Financial
Daryl J. Carter / Avanath Capital Management, LLC OPPORTUNITY ZONES AND SOCIAL DETERMINANTS OF
David Bramble / Yard 56 HEALTH
James Wahls / The Annie E. Casey Foundation SFMOMA Artists Gallery
Pamela M. West / Nuveen Much of the attention around Opportunity Zones has
centered on real estate. However, many businesses are
PUTTING IMPACT AT THE CENTER OF DUE DILIGENCE: using this benefit to address social determinants of health,
HOW INVESTORS SYSTEMATICALLY EXAMINE EXPECTED including food deserts, education, and renewable energy.
IMPACT These developments operate within the spirit of the incentive
Southside Theater and have potential for significant financial and social returns.
Most impact investors measure impact after an investment This session will challenge premature stereotypes around
is made, but what if more investors systematically assessed OZs and showcase how they can be leveraged to improve the
impact prior to committing capital? Would impact investing pulse of social impact: health of populations served.
better fulfill its promise of delivering meaningful benefits George Ashton / Local Initiatives Support Corporation (LISC)
to people and planet? In this panel, hear from investors Andy McMahon / UnitedHealthcare
who are using impact due diligence to make more effective Trine Tsouderos / PwC Health Research Institute
investments. Panelists will discuss their impact due diligence
approaches, best practices identified in PCV’s research, IRIS+, BLENDED FINANCE 2.0 - INCREASING ACCOUNTABILITY
the IMP, and other resources. TO INCREASE IMPACT
Tom Woelfel / Pacific Community Ventures Big Top Tent
Belissa Rojas / IDB Invest Increased transparency is an essential step toward improving
Catherine Dun Rappaport / BlueHub Capital the coordination, accountability, and effectiveness of blended
Leticia Emme / Global Impact Investing Network
finance. Yet, the field faces misapprehensions regarding what
Shu Dar Yao / RSF Social Finance
and how information should be disclosed and why reporting
standards differ across investor types - from Family offices to
BRINGING THE EQUALITY FUND TO LIFE: CREATING A
Foundations and Development Finance Institutions. During
GLOBAL GENDER-LENS MOVEMENT
this interactive session, participants will be challenged
BATS! Theater
to ask themselves: What is holding us back from greater
Launched in June 2019 with a $300,000,000 investment by the
transparency, and what are we willing to do differently in
Government of Canada, the Equality Fund is a groundbreaking
order to achieve greater impact?
collaboration that will revolutionize how, where and by
Joan Larrea / Convergence Finance
whom money is invested and then deployed – and move Catherine Pax / Open Society Foundations
capital in ways that shifts power, creates systemic impact Jaime García Alba / IDB Invest
and yields significant returns. Join us to learn more about Sarah Alexander / Blue Haven Initiative
this innovative partnership, and what we can all do to create
cohesive gender lens investment movements.
Rehana Nathoo / Spectrum Impact 10:00 - 11:15 AM / PARALLEL SESSIONS
Brandon Lee / Consul General of Canada to the Pacific
Northwest
Jessica Houssain / Equality Fund DECONSTRUCTING IMPACT JARGON: A WORKSHOP ON
Catherine Godschalk / Calvert Impact Capital SOCIAL ENTERPRISE LEGAL STRUCTURE
Lindsay Patrick / Royal Bank of Canada Gallery Tent
The impact investing space has its fair share of legal jargon: B
corps, benefit corporations, PBCs, 501(c)(3)s, SPCs, LLCs, L3Cs,

56
hybrids, tandems, etc. In this interactive workshop, attorneys and skill-based entrepreneurial training play as a corrective
will provide an overview of the various social enterprise legal action for historically under-served communities. Using
structures available and discuss why corporate form matters successful examples from Momentum and Delta I-Fund,
for mission-driven organizations. Participants will then we’ll discuss how entrepreneurial training for under-served
workshop case studies to understand how corporate structure communities leads to community and economic development
can be another tool to embed impact into deals. for any region; proving diversity and inclusion isn’t goodwill,
Jen Barnette / Cooley it’s good business.
Joel Beck-Coon / Humanity United Chauncey Pettis / Arkansas Women’s Business Center
Aviva Aminova / Omidyar Network Director
Sushil Jacob / Lawyers’ Committee for Civil Rights / Tuttle Amy Hopper / Delta I-Fund Winrock International
Law Group Darrin Williams / Southern Bancorp, Inc.
Alina Ball / UC Hastings Social Enterprise and Economic
Empowerment Clinic ACHIEVING IMPACT THROUGH (AND WITH)
INDIGENOUS COMMUNITIES
INCREASING THE CLIMATE RESILIENCE OF C 235
SMALLHOLDER AGRICULTURE Indigenous ways of knowing and being hold untapped
C 205 potential for impact. Not only is their potential within
Globally, millions of smallholder farmers need to increase their own communities, but also for mainstream national
their resilience to climate impacts on crops, such as drought, economies and globally for the successful achievement of
increased rainfall, and higher temperatures. Adaptation the Sustainable Development Goals. Indigenous Communities
actions include irrigating, incorporating shade trees, and need to become vital strategic partners in order to achieve
replanting with climate-resilient varieties. In Indonesia, a better collective future for all. This panel will focus on
Winrock and IDH are working with commodity companies to partnership models, instruments, and opportunities for
make financing available for smallholder climate resilience engagement with a particular focus on the Reconciliation
investments. Attendees will learn about climate risk mapping, Economy that is emerging in Canada.
the importance of considering future climate scenarios when Jeff Cyr / Raven Indigenous Capital Partners
screening investments, and models for investment in climate- Jace Meyer / Shopify
resilient smallholder agriculture. Michele Young-Crook / NATOA

SCHEDULE
Jennifer Holthaus / Winrock International Lawrence Lewis / OneFeather
Anmol Vanamali / Winrock International
Zulfitra Augusta / IDH Sustainable Trade
11:00 - 12:00 PM / PARALLEL SESSIONS
DIGITAL TRANSFORMATION: WHY IT’S HARD AND WHAT
WE’VE LEARNED ABOUT IT’S SUCCESS
HOW INVESTORS & ACTIVISTS CAN WORK TOGETHER TO
C 210 TAKE DOWN THE PRIVATE PRISONS BEHIND FAMILY
The service delivery model for international development DETENTION
has been around for decades, but we all - organizations, Cowell Theater Mainstage
funders, conveners, and beneficiaries - have an opportunity Private prisons have been a major force behind both mass
to impact more lives, more efficiently. Digital is a part incarceration and family detention, with over 70% of detained
of that transformation but it’s a means, not an end. Long immigrants held in for-profit facilities. This year, while many
term, sustainable change requires organizations to build people got mad about family detention, some investors
the capacity for constant adaptation. Hear from complex and activists got even — convincing eight major banks to
organizations across sectors who have embraced digital stop lending to the private prison industry. Come learn how
transformation - and learned a lot in the process. activists, athletes, and investors can work together effectively
Katie Hallaran / Pact on this and other social justice issues.
Roshen Sethna / Exygy Morgan Simon / Candide Group
Jay Nath / City Innovate Jasmine Rashid / Real Money Moves
David Steuer / UCSF Medical Center Derrick Morgan / NFL Veteran and Impact Investor
Matt Nelson / Presente.org
USING INNOVATIVE TRAINING TO EMPOWER WOMEN Xochitl Oseguera / MamásConPoder
AND PEOPLE OF COLOR TO BE ENTREPRENEURIAL
LEADERS PEOPLE AS POLICY: INVESTING IN STATE & LOCAL
C 230 OPPORTUNITY ZONE “DEAL JOCKEYS”
As America becomes increasingly aware of social injustice Firehouse
and systemic racism, we’re left with one overarching question: Up to $6 trillion in sidelined capital could move into
How do we fix it? This session explores the role knowledge distressed communities in the next decade. Rapid training,

57
 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

deployment, and support of Opportunity Zone “deal jockeys” Peter Kelly / Goldman Sachs
is needed to help localities prepare for this investment. Debra Schwartz / The John D. and Catherine T. MacArthur
Deal jockeys are cross-sectoral specialists who understand Foundation
finance, social capital, collaboration, and disruption. Now
being tested in a few places, this model could emerge as a BEFORE AND AFTER: USING CLIENT DATA TO MAXIMIZE
critical accelerant for future community impact, equitable COMPANY & FUND PERFORMANCE
development, and silo-breaking for years to come. SFAI Seminar 2
Dan Carol / Milken Institute Impact measurement is often seen as a costly, burdensome
Ann Rogan / Office of Stockton Mayor Michael Tubbs and compliance-oriented activity. What would it look like
Alex Flachsbart / Opportunity Alabama if impact measurement meant real value and improving
Otis Rolley / Rockefeller Foundation performance – both social and financial—for both funds and
their underlying portfolio companies? In this panel, we’ll
THE NEW MOVEMENT OF FINANCIAL ACTIVISTS: discuss how 60 Decibels’ Lean Data approach is applied to
ACTIVATING CAPITAL & COURAGEOUS LEADERSHIP TO drive performance and provide the data needed to align risk,
EFFECT SYSTEMIC CHANGE return, and impact expectations.
Gallery 308 Sasha Dichter / 60 Decibels
Join this session to hear new strategies and ideas from Tara Murphy Forde / Global Partnerships
financial activists who are deploying diverse forms of capital Greg Neichin / Ceniarth LLC
– both financial and social — in bold, complex, and creative Carl Jensen / Good Nature Agro
ways. Learn what it will take to address climate change and
economic injustice from visionary leaders paving the way for CATALYTIC CAPITAL: SCIENCE AND ENGINEERING
lasting social change. INNOVATION IS A CRITICAL AND UNDER-PULLED LEVER
Deb Nelson / RSF Social Finance SFMOMA Artists Gallery
Akaya Windwood / WiseBridge A profound capital gap persists for early stage, science-based
Joel Solomon / Renewal Partners companies with promising solutions to social problems.
Nwamaka Agbo / Nwamaka Agbo Consulting Catalytic capital is the right fit for addressing this need,
with its ability to accept disproportionate risk, longer-time
DIGITAL STORYTELLING FOR GOOD: HOW TO LEVERAGE horizons and an impact-first lens. This panel will feature
FILM AND VIDEO TO ENLIGHTEN AND ACTIVATE speakers that have successfully mobilized catalytic capital
Southside Theater into investment transactions that advance science as a
Accelerate your mission by leveraging your digital platform. primary driver of social advancement, sharing their lessons
Social impact organizations and initiatives are finding learned and vision for the future.
innovative ways to leverage video and film to engage Sarah Kearney / Prime Coalition
audiences to take action. As the cost of video production and Ryan Macpherson / Autodesk Foundation
distribution has dropped, it has opened up a new channel Ilan Gur / Cyclotron Road
reaching audiences for social enterprises.What are the best Sarah Richardson / MicroByre
practices for organizations wanting to leverage storytelling
across digital platforms? Leading practitioners will share FARMERS FIRST: DESIGNING WITH AND FOR RURAL
what works, and what doesn’t. COMMUNITIES
Angie Mertens / One World Big Top Tent
Natasha Deganello Giraudie / Micro-Documentaries How might we tailor solutions to the lives of rural
Suzy Starke German / LUNAFEST/ClifBar households? What are their unique circumstances and
Lynn Johnson / Spotlight: Girls opportunities? How does applying a participative process
change the way organizations approach and deliver
GETTING REAL FOR REAL IMPACT solutions? Join a dynamic discussion between international
BATS! Theater design firm IDEO.org and leading organizations working with
While surveys point to rapid growth of dollars invested rural communities at scale. We’ll share our perspectives on
for impact, what portion of those dollars are delivering design and bring them to life with examples and experiences.
meaningful change on the ground? Institutional investors Active participation by attendees is encouraged!
seek quantified risk and returns, multi-year track records, Luan Nio / IDEO.org
and large ticket sizes. Yet, delivering impact often requires John Stephens / The BOMA Project
developing new models in unknown markets, as we see that Ajaita Shah / Frontier Markets
impact investments are frequently addressing market failures Daniel Quinn / Digital Green
or monetizing new assets. Can you be an impact investor if Becca Wammack / One Acre Fund
Claire Rhodes / Producers Direct
you aren’t willing to take on risk?
Charlotte Kaiser / NatureVest

58
 11:30 - 12:45 PM / PARALLEL SESSIONS SPEAKING TO DIVERSE AUDIENCES IN AN AUTHENTIC
VOICE
230 C
WALKING A MILE IN THEIR SHOES: AN EXPERIENTIAL This session will explore the various ways that commercial
NETWORKING GAME AROUND FINANCIAL INCLUSION brands and retailers can utilize digital and physical
AND RESOURCE ACCESS experiential design to engage people of color and others
Gallery Tent who feel left out of the conversation. Gaining deeper insight
This session will explore the themes of inequality, privilege, into their desires through data and engagement creates
and financial exclusion through an interactive networking opportunities to deliver unique products, services, and
game of working together and trading resources. We’ll experiences. Panelists will share the potential to connect to a
explain the rules and set everyone loose for 20-minutes more diverse audience of consumers by communicating with
of fast-paced action. Afterwards, we’ll debrief and discuss authentic voice and perspective.
our shared experience. Join us for this fun and engaging Sam Seidel / Institute of Design at Stanford
session where you’ll make new friends and learn something Isaac Ewell / Onehunted
as well! (Note: please arrive within the first five minutes to Fanon Che Wilkins / Doshisha University
participate)
Danielle Burns / CNote WHEN EQUITY IS A BAD FIT: THE YOUTH EMPLOYMENT
Jenna Nicholas / Impact Experience CHALLENGE AND BLENDED FINANCE
Becca Shepherd / Tides C 235
Equity investments can be a great fit for businesses that have
RESTORING DIGNITY AT SCALE: EVIDENCE-BASED a clear path to scale and exit. However, for some sectors
SOLUTIONS TO HOMELESSNESS like youth employment, equity is a square peg in a round
C 205 hole. Organizations in this sector are struggling to scale, and
Communities across the U.S. are facing ongoing crises of investors carry some of the blame. This panel will engage
increasing inequality and homelessness. In order to solve this investors and entrepreneurs in a discussion about how
problem, we require collaboration and leadership from civil blended finance investments could better help emerging
society, funders, and policymakers to work together to scale youth employment enterprises grow.
up proven solutions to homelessness. Join a lively, facilitated Allie Burns / Village Capital

SCHEDULE
discussion with panelists making a difference at scale to Scott Onder / Mercy Corps Ventures
restore dignity to those experiencing homelessness. Panelists Craig Heintzman / Arifu
will share experiences developing, scaling, and funding their Misan Rewane / West Africa Vocational Education (WAVE)
innovative solutions.
Afira DeVries / Spring Impact
Doniece Sandoval / Lava Mae 12:00 - 2:00 PM
Dana Bainbridge / Recovery Café San Jose
Lindsey Padjen / Peery Foundation
Chris Richardson / Downtown Streets Team LUNCH
Festival Pavilion
FUNDING INDIGENOUS POLITICAL ENGAGEMENT TO
RESPOND TO THE CLIMATE CRISIS 12:15 - 1:15 PM / PARALLEL SESSIONS
C 210
Indigenous Peoples have long spoken of the repercussions of
colonial-capitalism, the root cause of institutionalized racism, REFUGEE LENS INVESTING
misogyny, and environmental collapse. With the climate Firehouse
crisis unfolding, there has never been a more crucial time to At SOCAP18, the Refugee Investment Network (RIN) laid out
fund Indigenous political engagement efforts. Participants the case for building a new and robust investment framework
will receive a brief history on Indigenous political grassroots for refugee lens investing in its landscape report, Paradigm
organizing and current GOTV efforts, PACs, and campaigns- Shift. This panel will discuss how both refugees lens investing
all to dismantle colonial institutions and replace them with and RIN’s network are being deployed, holistically, in Mexico
Indigenous practices that work in synchronicity with the land. and across emerging markets. Panelists will discuss reducing
Christine Nobiss, Plains Cree-Saulteaux / Seeding risk, blending finance, forming new partnerships, creating
Sovereignty durable returns, and scaling impact to mitigate the global
Mahrinah von Schlegel, Tewa / Digital Future PAC refugee crisis.
Mellor Willie, Navajo / 7Gen Leaders John Kluge / Refugee Investment Network
Toni Estevadeordal / Inter-American Development Bank
Christine Mahoney / University of Virginia Frank Batten

59
 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

School of Leadership and Public Policy Alex Niemczewski / BallotReady

John Morris / 17 Asset Management Marisa Franco / Mijente
Bert van der Vaart / SEAF
David Bohigian / OPIC INVESTING IN INDIGENOUS COMMUNITIES TO PROTECT
THE ENVIRONMENT
LET’S MAKE A DEAL: STRUCTURING BLENDED FINANCE SFMOMA Artists Gallery
DEALS FOR IMPACT Indigenous communities living in natural areas that extractive
Southside Theater industries seek to exploit for greater profits are the first ones
This session will explore various blended finance deal affected by climate change. This panel will explore innovative
structures and how they can be implemented to maximize financing approaches that support indigenous communities
impact. We’ll also discuss fund managers who have launched with securing vital ecosystems and ensure their input in
pure commercial funds, but subsequently introduced blended the current paradigm. We will explore the role of capital
funds to simultaneously scale up and deepen impact. Finally, in sustainable development, governance models that are
we’ll look into how blended finance enabled these fund inclusive of indigenous communities, and innovative social
managers to reset their strategies and invest in earlier-stage enterprises that work at the intersection of conservation and
and riskier ventures. livelihoods.
Joan Larrea / Convergence Finance Teresa Dunbar / Swift Foundation
Shilpa Patel / ClimateWorks Foundation Crystal Echo Hawk, Pawnee Nation of Oklahoma / Echo
Shruti Chandrasekhar / International Finance Corporation Hawk Consulting
(IFC) Nicole Etchart / NESsT
Amy Wang / PG Impact Investments David Rothschild / Nia Tero
MaryKate Bullen / New Forests
THE QUEST FOR DATA TRANSPARENCY - A FISHBOWL
THE FUTURE OF WORK — OPPORTUNITY YOUTH AT DESIGN SESSION
THE CENTER Big Top Tent
BATS! Theater Investors continue to demand greater transparency
More than 350 million youth across the globe are neither around the impact of their investments. In this session, Regen
working nor in school, with 4.6 million in the United States Network and Indigenous Clothing will actively map out
alone. In the face of potential economic and social upheaval, and design the strategy and technical components of data
developed and emerging countries are struggling to create transparency in the age of blockchain and real-time data
viable employment pathways for young people. Businesses sensors. The collaboration aims to develop tools that can be
and training programs are creating innovative solutions. Hear used broadly for the auditability of social and environmental
directly from investors and training programs, and hear why claims, allowing investors, consumers, and regulators to
Prudential is committing $180M to prepare this untapped understand what’s happening behind the scenes.
future workforce. Christian Shearer / Regen Network
Sarah Keh / Prudential Financial Daniel Swid / Regen Network
Stephen Yadzinski / JFFLabs Scott Leonard / INDIGENOUS Organic + Fair Trade Fashion
Emily Schaffer / Year Up Bay Area Matt Reynolds / INDIGENOUS Organic + Fair Trade Fashion
Vinit Sukhija / Learn Capitla Kanyon Sayers-Roods / Kanyon Konsulting

2020’S $7 BILLION MARKET: TECHNOLOGY

INNOVATIONS FOR STRENGTHENING PARTICIPATION IN 1:00 - 2:15 PM / PARALLEL SESSIONS
OUR DEMOCRACY
SFAI Seminar 2
THE BEST IMPACT STORY YOU’VE NEVER HEARD:
$7B will be spent on electing the next U.S. President and
INVESTING IN WATER
filling the thousands of local offices up for election in 2020.
Gallery Tent
To address this demand, new companies and organizations
This panel will demystify the pitfalls, opportunities and
have launched in the past few years that are charting a path
impact of investing in water, from private equity & real
towards expanding participation in democracy and providing
assets to venture funding and philanthropy. With a panel of 4
investor returns. This panel, featuring political tech startups
renowned sector experts we will look at all elements of the
and impact investors, will discuss the opportunities to invest
capital stack, and where impact investors can lend a hand.
in democracy.
The great thing about investing in water is that every water
Julie Menter / New Media Ventures
investment is an impact investment. Let’s dig in to the story
Jackie Mahendra / Luminate
Allen Kramer / MobilizeAmerica you haven’t heard.
Shomik Dutta / Higher Ground Labs Kelly Trott / Imagine H2O
Nicole Neeman Brady / Renewable Resources Group

60
Emily Landsburg / Ultra Capital INVESTING IN SOCIALLY RESPONSIBLE ARTISANAL &
Jeff Green / Rusheen Capital Management SMALL SCALE GOLD MINING (ASGM)
C 235
CREATING BLACK PATHWAYS: CLOSING THE RACIAL Artisanal & Small Scale Gold Mining (ASGM) is a source of
WEALTH GAP THROUGH TECH, EDUCATION, AND employment for 10-20 million miners in over 80 countries
FINANCIAL SOLUTIONS and produces roughly 20% of the world’s gold ($20 billion/
C 205 year). ASGM is now broadly recognized as an important
Despite the magnificent strides African American’s have development opportunity for rural communities, meeting at
made, there is still a tremendous amount of progress that least 10 of the UN SDGs. This session will provide industry
needs to be done as it pertains to the racial wealth gap. background, an overview of new developments in responsible
With an emphasis on finding solutions and creating career ASGM, and explore the social investment potential moving
opportunities, these 4 change makers will discuss their work forward.
to end mass-incarceration, increase literacy, end police Brad Van Den Bussche / Artisanal Gold Council
violence, and build financial sustainment through venture Kevin Telmer / Artisanal Gold Council
capitalism. Susan Keane / Natural Resources Defense Council (NRDC)
Brandon D. Anderson / Raheem.AI Jennifer Peyser / RESOLVE
Amber Scott / Leap Year Eduard Cornew / Mwamba Mining LTD
Tanay Tatum / FreeCap Marijke Agwense / IAMGOLD, Rosebel Gold Mines N.V.
Hadiyah Mujhid / HBCUvc

CONSCIOUS COUPLING: ENSURING TECH DOES NOT 1:30 - 2:30 PM / PARALLEL SESSIONS
UNDERMINE INCLUSION
C 210 THE PATH TO IMPACT IN LATAM: VIEWS AND
Digital innovation has revolutionized the financial services APPROACHES FROM LOCAL INVESTORS
landscape in emerging markets and has made it possible to Cowell Theater Mainstage
reach previously underserved populations. However, while In this panel, a group of Latin American investors from
tech innovation is booming, it is easy to lose sight of the real across the spectrum of asset allocators will share their
value offered to customers and the impact on their lives. Join respective impact investing paths. From corporate investors

SCHEDULE
this discussion as industry innovators share their insights on to institutional, family offices to development finance
designing scalable solutions for underserved populations institutions, each panelist will discuss the challenges faced
and how to assess the “inclusiveness” potential of emerging in their journey to impact investing. They will also discuss
business models. investment opportunities for Latin America’s rapidly maturing
Maelis Carraro / BFA impact investing ecosystem.
Monica Saccarelli / Diin Ana Laura Fernández / Fondo de Fondos
Ham Serunjogi / Chipper Cash Tania Dib Rodríguez / Grupo Bimbo
Alex Lazarow / Cathay Innovation Julian Farah / Spruceview Capital Partners
Camilla Nestor / MIX Fernanda Luksic / Mosaico Ventures

IMPACT JOURNEYS FROM SOUTH AMERICA: GETTING BEING BOLD ON RISK

INTO ACTION Firehouse
C 230 Whether making investments, grants, or business decisions,
This session is a tribute to getting into action. The world there are always risks to be considered and calculated bets to
needs people who start the change, who dare to put be placed. Hear from the leaders of a corporate foundation
themselves on the line, who are okay with failing, and who and private foundation who have been making grants and
ignite the spark by showing the way. We present 3 stories of impact investments with a bold approach to risk for many
action in the challenging context of South America - their years in an honest discussion of what has been learned from
struggles, their successes, their learnings, and their actions. failures and where those risks have paid off in fueling greater
We invite you to share your social war stories from South impact.
America too, and celebrate your action. Joe Speicher / Autodesk Foundation
Michiel Elich / Enviu Kevin Starr / Mulago Foundation
Matias Pavez Busch / Enviu
Paola Urrea / MGC
Stef van Dongen / Pioneers of Our Time

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 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

DIVIDE, CONQUER AND COLLABORATE: THE CASE FOR build pipeline, with lessons taken from Village Capital’s new
CROSS-SECTORAL OUTCOMES-BASED FUNDING playbook, “Unlocking Pipeline: A Playbook for Entrepreneur
Gallery 308 Support in Africa”.
The way we find, train, and retain talent is rapidly evolving, Allie Burns / Village Capital
yet we know little about which programs and practices Scott Onder / Mercy Corps Ventures
are effective. This is the allure of outcomes-based funding: CK Japheth / Innovation Village
paying only for things that work. This panel will discuss
an interlocking set of tools, from Social Impact Bonds INVESTING IN FRONTIER MARKETS
(governments paying for achievement of policy goals), to SFMOMA Artists Gallery
Career Impact Bonds (learners paying for increased earnings) One of the primary challenges for investors in frontier
to Employer Impact Bonds (companies paying for better markets is figuring out how and when to take the risks
retention and advancement). necessary to allow innovative small ideas to grow into impact
Isabelle Hau / Omidyar Network at scale. This session will explore lessons learned from the
Sarah Keh / Prudential Financial Open Society Foundation’s impact investment arm, SEDF,
Justin Steele / Google.org about their use of patient, early stage venture capital to
Stuart Andreason / Federal Reserve Bank of Atlanta deliver both financial and social returns. Their investment in
Aspada will be used as a case study.
GETTING YOUR MONEY BACK: STRUCTURING FUNDS Sean Hinton / Open Society Foundations
FOR THE CIRCULAR FLOW OF CAPITAL Thomas Hyland / Aspada Investment Advisors
Southside Theater Yasemin Lamy / CDC Group Inc.
To be successful, impact investment fund models must be Uma Sekar / Capria
structured appropriately for the markets in which they
operate and the types of investments that they make. The INCLUSIVE OPPORTUNITY ZONE INVESTMENTS FOR
funds must also be designed for liquidity and exits upfront. COMMUNITY DEVELOPMENT
This panel explores innovative market and investment Big Top Tent
appropriate fund models that maximize the opportunity for With billions of dollars expected to flow into opportunity
investors to achieve liquidity and exits. zones, the most important question is: Who will benefit?
Laurie Spengler / Enclude Capital This workshop will provide a technical overview of the
David Dobrowolski / Solon Capital Partners Opportunity Zone program, explore how it could intersect
Aaron Bourke / Reed Smith with inclusive impact investment, and describe initiatives. We
Virgilio Barco / Acumen will look at workforce housing, grass-roots social enterprise
incubation, and community economic development through
TALENT MATCHING OF THE FUTURE locally-owned qualified opportunity zone businesses.
BATS! Theater Jerome Garciano / Robinson & Cole LLP
As work changes, talent will meet opportunity in new ways. Tina Castro / Avivar Capital
This is especially true in markets with skyrocketing youth Cort Gross / JP Morgan Chase Community Development
workforces, like Africa and Asia. Traditional job boards are Bank
giving way to next-generation talent matching platforms
that leverage data and tech to enable job matching at scale,
in addition to upskilling, professional development and 2:30 - 3:45 PM / PARALLEL SESSIONS
even cross-border work. How can these new models unlock
professional potential at scales never before seen, and what PHILOSOPHY SALON: A DEEP IMPACT ECONOMY
might hold them back? Gallery Tent
Paul Breloff /Shortlist Salon: a gathering of people in the home of an inspiring host,
Paul Rivera / Kalibrr linked to literature, art, or discussion. The next best thing is
Mary Hayes / Workbay a Salon at SOCAP. This salon will discuss the fledgling deep
impact economy. “Deep impact investing is not an intellectual
SUPPORT FOR THE SUPPORTERS: BEST PRACTICES FOR exercise nor can it be legislated. It is an expression of human
INCUBATORS AND ACCELERATORS IN AFRICA consciousness. Impact investing without the heart is an
SFAI Seminar 2 intellectual exercise that will not lead to deep impact,” says
With more than 500 incubators and accelerators on the Charly Kleissner.
continent of Africa, these support organizations play a crucial Charly Kleissner / Toniic
role in helping African small and midsize enterprises (SMEs) Danny Almagor / Small Giants
grow and scale. This panel will explore best practices for Orit Vaknin / Beyond Family Office
running an effective intermediary organization in Africa.
Panelists include investors working to provide support and

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 REALIZING THE POTENTIAL OF RESULTS-BASED
FINANCING
2:45 - 3:45 PM / PARALLEL SESSIONS
C 205
Results-Based Financing (RBF) seeks to align funding, INDIVIDUAL ACTION AND COLLECTIVE VOICE THAT
implementation, and social impact, and the early results have MOVES MARKETS
been mostly promising. However, poorly-designed projects Cowell Theater Mainstage
risk wasting time and money while perversely incentivizing To move the needle on catalyzing and deploying large scale
organizations away from more impactful activities. Our panel capital into transformative impact investments, several
of investors, outcome payers, implementers, and evaluators action-oriented family principals are taking individual actions
will discuss the most important questions facing this space, as well as using their collective voice. In this session, hear
including how to ensure that RBF models fulfill their promise from these leaders investing for both financial returns and
to direct money to programs that improve lives. measurable social impact across asset classes, geographies,
Kate Sturla / IDinsight and sectors. How are they doing this, what early wins have
Caroline Bernadi / Village Enterprise they had, and what might the future look like if they are
Sietse Wouters / UBS Optimus Foundation successful?
Priya Sharma / U.S. Agency for International Development Abigail Noble / The ImPact
(USAID) Martin Hermann / BrightNight
Kristin Hull / Nia Impact Capital
WE WANT TO ALIGN OUR INVESTING WITH OUR Josh Cohen / The ImPact
VALUES. TELL ME HOW?!
C 210 MOVING FROM ECOSYSTEM BUILDING TO LARGE-SCALE
Many institutions, particularly faith-based and philanthropic SOCIAL CHANGE IN LATIN AMERICA
institutions, used to keep their assets and endowments Firehouse
separate from the money they use to fund their mission. Please join us for an interactive, roundtable discussion
Now, enlightened institutions are asking for their values about how DFI’s, foundations, and NGOs are strengthening
to be reflected in their portfolios, beyond divestment to the social entrepreneurial ecosystem in Latin America. This
investing for good. This resource rich session will present a roundtable will explore the entrepreneurs innovating at
methodology to help groups determine the steps of investing the forefront of social change and the investors working

SCHEDULE
in their values. Learn from the unique perspectives of these diligently to support them. Our discussion will drill down on
industry leaders. what’s working and what’s missing from the toolkit, and how
Rosa Lee Harden / Co-Founder, SOCAP we can collaborate to form concrete solutions to drive large-
Rebecca Brooks / Merrill Lynch scale social change.
Mark Sampson / Matryoshka Haus David Bohigian / OPIC
Liz Diebold / Skoll Foundation
INVESTING IN FOOD SOVEREIGNTY: NATIVE FOOD Willy Foote / Root Capital
ENTERPRISES FOR HEALTH AND WEALTH IN INDIAN Beth Collins / Catholic Relief Services
COUNTRY
C 235 SAYING NO TO OPIOID MONEY IS NOT ENOUGH:
Food sovereignty – the right of Native peoples to have food BRINGING $60 BILLION OF ARTS ORGANIZATION
that is healthy, culturally appropriate, sustainably produced, ENDOWMENTS OFF THE SIDELINES FOR IMPACT INVESTING
and equitably distributed – is vital in restoring Native Gallery 308
communities’ wellness and prosperity. Increasing investment Museums have been in the news recently for declining
in Native food systems can improve health and catalyze donations tainted by opioids and tobacco, but no one is
economic development, while providing an alternative asking how U.S. arts organizations are investing their $60
paradigm for non-Native communities. Join food systems billion in endowments. Libraries, museums, and performing
leaders as we highlight innovative, Native-led businesses, arts organizations often anchor low income communities and
and discuss how investing in Indian Country can bear fruit for many artists are warriors for social justice, so how can we get
Native and non-Native communities alike. these endowed arts organizations off the sidelines and into
Loren McArthur / Arabella Advisors impact investing?
Zach Ducheneaux / Intertribal Agriculture Council Laura Callanan / Upstart Co-Lab
Colby Duren / Indigenous Food and Agriculture Initiative, Maxwell L. Anderson / Souls Grown Deep Foundation
University of Arkansas Philippe Gaboriau / Louvre Endowment Fund
Crystal Echo Hawk, Pawnee Nation of Oklahoma / Justina Lai / Wetherby Asset Management
IllumiNative Ravi Rajan / California Institute of the Arts
Andreas Hipple / Better Way Foundation Tom Campbell / de Young / Fine Arts Museums of San
Janie Hipp / Native American Agriculture Fund Francisco

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 THURSDAY For additional detail on all speakers, topics, and timing,
OCT. 24 please refer to Pathable: socap19.pathable.com

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

STAKEHOLDERS TO INVESTORS: THE NEW FUNDING

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

WITHIN REACH: NEW VEHICLES THAT BRIDGE

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

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 FRIDAY
O C T . 25

4:00 - 6:00 PM 7:30 AM

AFTERNOON PLENARY: THE NUMBERS MATTER
BREAKFAST
Cowell Theater Mainstage // Livestream in Big Top Tent
Festival Pavilion
This work is often instinctual and experiential - designing
solutions from lived experience of where equity, justice, YOGA
and sustainability are lacking. But data that reveals hidden Outside of Firehouse
patterns and truths, and evidence that supports what is Join Marlon Hall for a 45-minute yoga session to start your day.
working are essential guideposts for directing the passion and Yoga sessions will include personal anthropology meditations
persistence of this field. Leading researchers and those that that will help you remember more deeply who you are and
have been influenced by the numbers discuss how we can why you are drawn to this work. He will guide us in ease-filled
override our implicit bias and redesign a new economy that rituals of mindfulness and movement, and poetic moments of
enables everyone to thrive. hope that will help ground the sea sick soul made dizzy by the
Neil Buddy Shah / IDinsight
winds and wooziness of social capital work.
Jennifer Eberhardt / Stanford SPARQ
Ashby Monk / Stanford Global Projects Center
Daryn Dodson / Illumen Capital
Miljana Vujosevic / Prudential
9:00 - 10:00 AM / PARALLEL SESSIONS
Rip Rapson / Kresge Foundation
Susan Taylor Batten / ABFE WAITING FOR GOOD DOUGH
Marjorie Kelly / Democracy Collaborative Firehouse
Ted Howard / Democracy Collaborative Recently, there has been increasing conversation around how
Oscar Perry Abello / Next City arts and culture contribute toward the social good. This might
Lynne Twist / The Soul of Money Institute
seem like a new phenomenon, but there is a long history of
Brent Kessel / Abacus Wealth Partners
CDFIs, financial institutions, and philanthropy investing in arts
Kate Byrne / Intentional Media
and cultural projects as part of their core work. Colleagues
will share their experiences with the ways that arts and
6:00 - 9:30 PM cultural projects look like other projects on the deal level,

SCHEDULE
but bring unique value adds to the outcomes produced.
Judilee Reed / William Penn Foundation
FOOD TRUCK PARTY Vinitha Watson / Zoo Labs
Outside Festival Pavilion Kim Dempsey / Housing Partnership Network
The Food Truck Party is a favorite SOCAP tradition you just Jeremy Liu / PolicyLink
can’t miss! With 15 food trucks and 2 incredible bands lined
up, you can dance and dine the night away with an ocean I HAVE MONEY, HOW DO I FIND MEANING?
front view. This is our big bash of the week, and we’re pulling Gallery 308
out all the stops for this lively celebration of all of the Do you feel as if you’ve lost your way in the process of doing
amazing work and impactful collaborations that spring from good work? Or you know you are supposed to do this work
this community. but don’t know, or have forgotten, why? This session is for
you. A call to remembrance of who you are called to be, in
the midst of the good work.
Amy Butler / Public Theologian
Ed Lewis / Co-Founder of Essence Magazine
Craig Matteson / Trinity Christian College
Angie Thurston / Sacred Design Lab

FINTECH FOR AGRICULTURE: WHAT’S THE REAL

IMPACT?
Gallery Tent
There is a lot of buzz around new direct lending solutions
for farmers, particularly in East Africa. What is the tangible
impact of FinTech on finance interventions? Does finance on
its own “move the needle” and serve as a long-term, viable
business model? Come and learn about emerging models
and partnerships that bundle finance and other services for

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 FRIDAY For additional detail on all speakers, topics, and timing,
OCT. 25 please refer to Pathable: socap19.pathable.com

farmers, lower interest rates and increase the likelihood for and invigorate the commons? Join an engaging session on
more scalable and commercially viable models. codetermination, community power, and the commons.
Mikael Hook / Rural and Agricultural Finance Learning Lab Experimenters in arts, finance, culture, and from the future (!)
Christabell Makokha / Mercy Corps AgriFin Accelerate will introduce creative and collaborative economic models
Ami Dalal / FINCA Ventures based in equity and mutualism. Participants will be able to
Benjamin Njenga / Apollo Agriculture fully engage with presenters on their ideas.
Carl Jensen / Good Nature Agro Marina Gorbis / Institute for the Future
Natalia Mount / Pro Arts Gallery & Commons
THE INNOVATIVE FINANCE COALITION: BUILDING AN Deborah Cullinan / Yerba Buena Center for the Arts
ECOSYSTEM FOR SOCIAL FINANCE IN LATIN AMERICA D. Scott Nanos / Project Kalahati
Southside Theater Ryanaustin Dennis / Pro Arts Commons
How can Latin American countries transition from Official Gunnar Lovelace / Good Money
Development Assistance to leveraging capital markets
for social change? This session will explore barriers and CHANGING PERCEPTIONS ABOUT MENTAL HEALTH:
opportunities for financing social transformation and FOUNDATIONS, CELEBRITIES, INDIVIDUALS AND PETS
environmental protection in LatAm, with a focus on Colombia Gallery 308
and the recently launched Concordia Innovative Finance In 2018, Kaiser Permanente partnered with the Public Good
Coalition. The panelists - representing private, public, and Projects on “Action Minded”, which created complementary
academic sectors - will present and discuss innovative models behavior change campaigns that drove an 8% reduction in
and paths forward to disrupt the status quo and efficiently mental health stigma and is now one of the most successful
redirect resources from capital markets. mental health campaigns. “Therapy Pets” combines user-
Teryn Wolfe / Measurement Matters submitted animal pictures delivering mental health messages,
Luc Lapointe / TheBC.Lab with cartoons featuring celebrities like Big Boi from Outkast,
Hanne Dalmut / Concordia while “LikeOneAnother” invites individuals to share personal
Guillermo Tejeiro / Brigard Urrutia experiences with mental health illustrating that strategic
Jacob Williams / Quadratyx storytelling can create change.
Phil Marineau / Former Levis Strauss & Co.
CARBON SMART BUILDING: DECARBONIZING THE BUILT Trevor Kane / Straight To Tell
ENVIRONMENT Bechara Choucair / Kaiser Foundation Health Plan, Inc.
BATS! Theater Michael Tennant / The Public Good Projects
Worldwide, we build the equivalent of an additional New York Joe Smyser / The Public Good Projects
City every month, consuming massive amounts of building
materials. To meet climate targets, we must ultimately ACTING ON CLIMATE CHANGE THROUGH SOCIAL
eliminate the emissions from material manufacturing ENTREPRENEURSHIP
(embodied carbon). We can build “carbon-negative” buildings Gallery Tent
today. Materials such as carbon-sequestering concrete, In recent years, the consequences of climate change have
insulation, and carpet are already coming on-line. We must become impossible to ignore. When the federal government
change how construction materials are tracked and assessed and traditional industries fail to act on climate, individual
to enable innovative low-carbon and carbon-sequestering citizens and communities feel powerless to make a real
materials to compete in the market. difference in addressing climate change. However, there
Andrew Himes / Carbon Leadership Forum – University of is a growing movement of social entrepreneurs who are
Washington empowering local cities and everyday citizens with solutions
Frances Yang / Arup to act. Hear lessons learned and strategies from the
Larry Strain / Siegel & Strain Architects entrepreneurs developing a wide range of inventive solutions.
Anu Natarajan / StopWaste Neil Yeoh / Yale University
Stacey Smedley / Skanska Kelsey Skaggs / Climate Defense Project
Heather Hochrein / EVmatch
Jeffrey Neal / Loop Closing
10:15 - 11:15 AM / PARALLEL SESSIONS Julia Kumari Drapkin / ISeeChange
Daniel Brown / Rust Belt Riders
IS SHARING THE ANSWER? EXPERIMENTATION IN
COMMUNITY COMMONS AND EQUITABLE ENTERPRISE ECONOMIC DEVELOPMENT AND AN INDIGENOUS LED
Firehouse REGENERATIVE ECONOMY
In a time of increasingly untenable economic inequality BATS! Theater
and social fracturing, is sharing the answer? What are ways Indigenous world views are essential to transforming the
we can distribute assets, including power, more evenly economy beyond sustainable to regenerative. Incorporating

66
Indigenous ideologies and practices into corporate and of an equitable, ecologically sustainable alternative that
political realms offers a pathway towards building a more meets the essential needs of all people.
regenerative economy. Come hear examples of economic Marjorie Kelly / Democracy Collaborative
development and long-term, low cost capital provided to Ted Howard / Democracy Collaborative
Native communities nationwide building small businesses,
private sector economies and increasing generational wealth. BYPASSING BANKS & DISRUPTING MORTGAGES WITH
Alexis Bunten, Unangan (Aleut) and Yup’ik / Bioneers SOMALI IMMIGRANTS
Chrystel Cornelius, Ojibwa-Oneida / Oweesta Corporation Southside Theater
Elizabeth Gamboa, Mexica-Apache / New Mexico Informal savings circles finance much of the housing and
Community Capital businesses development in immigrant communities. By
adapting the age-old concept of savings circles, Somalis in
Minneapolis hope to set a precedent for home-ownership that
11:30 AM - 12:30 PM / PARALLEL is both culturally familiar and religiously appropriate. Islamic
SESSIONS finance prohibits interest-based loans, creating a major
hurdle for Muslims interested in home ownership. This panel
will feature innovators working to enact and scale this new
THE EIGHT FINANCIAL ARCHETYPES: HOW MONEY
PSYCHOLOGY AFFECTS US ALL process of interest-free home ownership.
Kevin Jones / GatherLAB
Firehouse
Said Sheik-Abdi / Star Finance
Most people have strongly held beliefs and habits
Lauren Grattan / Mission Driven Finance
surrounding money. Formative experiences throughout David Lynn / Mission Driven Finance
our lives develop largely unconscious biases about how Jeffrey Ashe / Carsey Institute for Public Policy, University of
we should handle our investments, philanthropy, and New Hampshire
careers. This experiential workshop will illustrate how your
archetypes help or hinder your impact activities, how they INNOVATIONS IN FINANCING AND FUND STRUCTURES
can be utilized to build more alignment among your family BATS! Theater
or team, and how to cultivate complementary archetypes Traditional private equity vehicles and structures are
within yourself in order to hasten progress towards your most not necessarily well-suited for investing in agriculture in
pressing impact goals.

SCHEDULE
emerging markets. Alternative financing strategies – such
Brent Kessel / Abacus Wealth Partners as evergreen funds, holding companies, structured exits or
revenue-based debt – can be well-suited for the cyclical
nature of agriculture, particularly in the early-stage space.
LESSONS LEARNED FROM MICROFINANCE This panel will bring together investors using these structures,
Gallery 308 highlight the pros and cons of different variants and
What can the impact investing community learn from the implications for structuring options, and how the products
successes and failures of one of the industry’s precursors, can be matched with local working capital facilities from
microfinance? In this panel, early microfinance practitioners commercial banks.
will use the benefit of decades of data and experience to John Kohler / Santa Clara University
provide insight into the current state of impact investing. Zubeiru Salifu / AV Ventures
The discussion will cover best practices as well as potential Allie Burns / Village Capital
pitfalls, and examine the risks of the current status quo. Tim Rann / Mercy Corps Social Ventures
Geoff Davis / Cicero Impact Capital Aner Ben-Ami / Candide Group
Johanna Posada / Elevar Equity
April Rinne / April Worldwide
Monica Brand Engel / Quona Capital 12:00 - 1:00 PM
Arun Sharma / International Finance Corporation (IFC)
BOX LUNCH
DEMOCRACY COLLABORATIVE WORKSHOP: BUILDING
Festival Pavilion
PROSPERITY FOR THE MANY, NOT THE FEW
Gallery Tent
The extractive economy we live with now is designed by the
1%, for the 1%. But there is a new economy emerging focused
on helping everyone thrive while respecting planetary
boundaries. In this interactive session, the authors of The
Making of a New Democratic Economy will dive into the
frameworks and case studies behind their compelling vision

67
+ par tn er s
 BUILDING COMMUNITY
THROUGH PARTNERSHIP
For five years now, I’ve had the privilege of handling all of
our SOCAP partnerships. Over that time, I’ve seen the very
real transformation that we, as a community, can create. As
communities of people with ideas and resources come together,
the power we have to make change is palpable.

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

We are honored to have supporters from both large and small

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

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

financial commitment. We know that your commitment goes
beyond this annual convening to supporting our collective
ecosystem that is growing organizations, companies, and
individuals who embed more and more good into the fabric of our
lives. We see a world where, together, we can move tremendous
resources and energy—and even whole communities and the
world—towards a better future. Thank you, on behalf of this
incredible community.

JAMIE MCGONNIGAL
Director of Business Development

70
SUCCESS PARTNERS
Bush Foundation // bushfoundation.org

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

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

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

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

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

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

PARTNERS
Prudential // prudential.com

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

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

The Rockefeller Foundation // rockefellerfoundation.org

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

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

71
 PRESENTATION PARTNERS
John D. and Catherine T. MacArthur Foundation // macfound.org

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

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

W.K. Kellogg Foundation // wkkf.org

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

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

INNOVATION PARTNERS
Autodesk Foundation // autodesk.org

The Autodesk Foundation supports the design and creation of innovative solutions to
the world’s most pressing social and environmental challenges.

Bain Capital Double Impact // baincapitaldoubleimpact.com

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

e180 // e180.co

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

72
JB Media Group // jbmediagroupllc.com

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

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

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

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

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

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

Government agency that promotes private-sector led development in emerging
markets. As the largest impact investor in the U.S. government, OPIC is partnering with
SOCAP to support social enterprises globally and accelerate the flow of capital for
good. OPIC fulfills its mission by providing social enterprises and other businesses with
debt financing, political risk insurance and support for private equity investment fund
managers.

Tides // tides.org

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

Walton Family Foundation // waltonfamilyfoundation.org

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

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

73
 PITCH PARTNERS
Big Path Capital // bigpathcapital.com

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

Capital Impact Partners // capitalimpact.org

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

Celo // celo.org

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

Domini Impact Investments // domini.com

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

74
ImpactAssets // impactassets.org

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

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

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

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

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

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

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

75
 Local Initiatives Support Corporation (LISC) // lisc.org

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

Powering Agriculture // poweringag.org

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

REDF // redf.org

REDF invests in and advises high-impact social enterprises to employ and empower people
overcoming barriers to work. For over 20 years, REDF has used the principles of venture
philanthropy and business to create economic and social inclusion. They provide financial capital
in the form of grants and loans, as well as in specialized consulting services that help employment-
focused social enterprises increase their impact and grow to serve more people. REDF moves the
field forward by building partnerships, advancing public policy, creating and sharing resources, and
building the evidence base. They measure results through an investment lens by jobs created, lives
transformed, and public costs reduced.

SoProCFO // soprocfo.com

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

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

Working Capital Investment Fund // workingcapitalfund.com

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

76
IDEA PARTNERS
Aeris // aerisinsight.com

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

Avivar Capital // avivarcapital.com

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

Blue Shield of California Foundation // blueshieldcafoundation.org

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

Catholic Relief Services // crs.org

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

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

Cooley // cooley.com

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

DAI // dai.com

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

77
 First Nations Oweesta Corporation // oweesta.org

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

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

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

Rockies Impact Fund // rockiesimpactfund.com

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

Schwab Charitable // schwabcharitable.org

Schwab Charitable is a donor-advised fund established as a service for individual investors to help increase
their charitable giving. Since its inception in 1999, Schwab Charitable has facilitated over $10 billion in grants
to approximately 131,000 charities on behalf of its donors. Schwab Charitable serves a wide range of investors
and has been a pioneer in enabling registered investment advisors to manage the investments of donor-advised
fund accounts. Schwab Charitable also offers a private foundation conversion service for private foundations
considering a donor-advised fund as a complementary or alternative charitable vehicle. For more information,
including a short video describing the benefits of donor-advised funds, visit schwabcharitable.org.

Seeding Sovereignty // seedingsovereignty.org

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

78
 Sonen Capital LLC // sonencapital.com

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

Stasher // stasherbag.com

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

MEDIA PARTNERS

PARTNERS
NETWORK PARTNERS

Alterna European Venture Ideo Social Enterprise Alliance

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

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

SOCAP19 is brought to you by these amazing individuals:

LINDSAY SMALLING
Chief Executive Officer

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

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 JAMIE MCGONNIGAL JUSTIN BELLEME
Director of Business Development Marketing Manager

Jamie is proud to be a part of the SOCAP team, following five Justin has led SOCAP’s marketing team since 2015. He is
years organizing RootsCamp, the nation’s largest progressive the Founder and Director of Strategy at JB Media Group, a B
“unconference.” Prior to that, Jamie produced more than 200 Corp certified online marketing agency based in Asheville,
Broadway concerts and events, benefiting organizations such North Carolina, as well as a lead instructor for the JB Media
as The Matthew Shepard Foundation, National AIDS Fund, Institute. JB Media has worked with a variety of impact sector
United Nations Association, and Broadway Cares / Equity organizations including B Lab, the GIIN, +Acumen, BALLE,
Fights AIDS. In his free time, Jamie is a cartoon voice actor for Deltec Homes, Gaia Herbs, and Impact Hub. An organizer
Pokémon, Yu-Gi-Oh! and several other animated features and of Start-up Weekend and 1 Million Cups in Asheville, Justin
video games. He can also be heard as a political commentator is committed to supporting the start-up community and is
on SiriusXM Progress 127 and HuffingtonPost. He lives in DC passionate about social entrepreneurship.
with his husband Sean, son Malcolm, and puppies Lily & Rose.
Find out more at jamiemcg.me.

CARI HANSON ALEX KRAVITZ

Senior Content Manager Senior Programming Associate

Cari returns to the SOCAP team this year to design content Alex co-hosts and produces the SOCAP podcast, Money and
and foster speaker relationships across content channels. This Meaning, which you should immediately subscribe to, rate 5
includes programming for SOCAP’s newest event SPECTRUM, stars, and share with friends. He also curates and coordinates
SOCAP 365 and multiple SOCAP19 tracks, as well as leading content for the SOCAP flagship and SOCAP 365 events.
our Racial Equity content across all SOCAP events and online Alex joined SOCAP after graduating with an MBA from the
media. Cari has been a content consultant since SOCAP16. University of Michigan, where he served as the Director of
She is also the Principal at Orng Dot, a strategic systems Investment for the Social Venture Fund, a student-run impact
development and designed experiences consultancy working investing fund. Prior to business school, Alex founded and
with startups, social enterprises, and the impact investment managed a real estate investment company. He has also
community. Her work focuses on bringing people together to earned a BSBA from Washington University in St. Louis. `
strengthen initiatives and deepen impact. Outside of work,
you can find Cari on a paddle board or off exploring with her
husband, daughter and dogs.

DEBORAH AYANNA FABIENNE BLANC

Communications Associate Operations Assistant

Deborah is the newest addition to the SOCAP team. She joined Fabienne has been the SOCAP Registrar since 2011 and is an
us in July after volunteering at the inaugural SPECTRUM event essential part of the SOCAP team in troubleshooting a wide
in Atlanta in June and has already strengthened the
TEAM

range of attendee registration issues, managing hundreds

communication and marketing efforts of the organization. of partner ticket codes, and coordinating a smooth on-site
Deborah believes that everyone has a story that needs to be registration process for the flagship SOCAP conference and
told. It’s her calling to chronicle the impactful, inspiring, and Intentional Media’s year-round events. After studying law in
unheard stories of the world around her and bring them to France, she moved to San Francisco to join her husband and
light. Prior to joining the SOCAP team, Deborah studied at the raise her children. She enjoys taking long walks with her dog,
illustrious Spelman College and withdrew to pursue her hiking or skiing in the Sierra, gardening and doing genealogical
entrepreneurial goals. Deborah recently moved to New York research.
City where she enjoys creating music and movies, spending
time with her friends, and generally being awesome!

83
 EVENT STAFF

SARAH STERLING VASHONE HUFF

Entrepreneur Coordinator Sponsor Associate

Sarah has over five years of experience working with impact VaShone returns to SOCAP again this year with the Business
funds, accelerator programs, entrepreneurs, and nonprofit Development Team to support sponsors. This past June,
organizations. She has worked with these groups on VaShone helped launched SOCAP’s racial equity and inclusion
developing effective impact metrics, program development convening, SPECTRUM, where she led engagement and
and management, social media outreach, fundraising, strategic outreach. A California native, VaShone is a strategist,
and team leadership skills and training. She is currently educator, advocate, and servant leader. After teaching in
the Program Catalyst for Conveners.org and has been the Oakland, VaShone spent more than 15 years in Government
Scholarship Coordinator for SOCAP since 2015. She has a Affairs working with the California State Senate, Port of
Master’s in Public Administration from the Middlebury Institute Oakland, and Oakland Mayor, Ronald V. Dellums. Her passion
of International Studies at Monterey. for diversity and inclusion took her to the East Coast where
she then worked with New Organizing Institute and George
Washington University. VaShone currently has her own
government relations and public affairs firm. She loves God,
music, writing, dancing, traveling, and spending time with her
family.

CASEY TERRAZAS MARK LEONARDI

SOCAP Technical Director Production Manager

Since 2011, Casey has managed the equipment setup and Mark, a native East Coaster, has been living in Northern
labor crews needed to make SOCAP a full-scale production. California for almost 20 years. He has spent half of his life
When not at SOCAP, Casey travels the globe as a freelance working in hotels and producing events nationwide. When not
Technical Director managing AV, IT, lighting, and power needs producing events, Mark spends his spare time hiking, skiing,
at convention centers and event spaces around the U.S. and and enjoying live music. Mark has two older children who are
Europe. Additionally, in 2013 Casey founded Porch Party just beginning their college careers.
Records in his home city of Long Beach where he releases vinyl
and cassettes of California bands.

CHERIE GROUSSET ROSA LEE HARDEN

Volunteer Program Coordinator Co-Founder & Event Consultant

Cherie hails from Kaua’i, HI and has 28 years of business Rosa Lee was the SOCAP Producer throughout the growth of
operations and leadership experience. She provides financial SOCAP, from 600 people in 2008 to more than 3,000 in 2017.
and organizational development consulting for social mission She continues to guide Meaning content and advise on the
organizations through her company, Conscious Business look and feel of the event. Rosa Lee is a successful serial
Strategies. Cherie believes business is the most powerful force entrepreneur and for 25 years was an owner and publisher
for social change and designs and facilitates the mindful of newspapers, magazines, and trade journals. She is also
implementation of internal sustainability practices, especially an Episcopal priest who speaks and preaches on money as a
with respect to financial flows. She has an MBA from the moral and ethical extension of ourselves. She and her husband
University of Hawai’i at Manoa, is preparing to sit for the Kevin Jones, who is also a Co-Founder of SOCAP, have been
CPA exam, and is a Certified Herbalist. Her current passion is married for 45 years and are the parents of 2 children, Bradley
investigating the intersections of financial literacy, personal and BJ Harden Jones, and grandparents to Logan and Asher.
health, food systems, and local economies.

84
 DIANE STEFANI
PR Consultant

Diane is a results-driven public relations specialist with over

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

placement for a broad range of game-changing nonprofits,

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

85
 INTENTIONAL MEDIA EXECUTIVE LEADERSHIP

KATE BYRNE LUC FAGERBERG

President Chief Operations Officer

Kate Byrne is the president of Intentional Media, the purpose- Luc is the Chief Operating Officer for Intentional Media. In this
driven platform whose brands SOCAP, Good Capital Project, role, he is responsible for supporting and coordinating the
and Conscious Company Media are at the intersection of growth of Intentional Media’s portfolio brands. Previously, he
business, meaning, and money. She has held executive was Head of Business Strategy & PMO at V2V Capital, where
leadership roles at the Tides Foundation, George Lucas he was responsible for corporate strategy development and
Education Foundation, Watermark, Future LLC, BusinessWeek, management of the various mandates of the firm. Until his
Fast Company, and SF Gate and Inc — focusing on technology exit, Luc was a partner in Impulse Catalysts, an advisory firm
and its ability to advance media, drive revenue, and promote specializing in helping renewable energy startups navigate the
social good. Kate has been recognized as a Folio 40 member political, financial, and regulatory landscapes of international
for influential media executives. An active voice in women’s markets. Luc’s experience includes vast international
empowerment, Kate is the President of UN Women SF Chapter familiarity – having lived in Switzerland, Pakistan, Namibia,
and serves as an elected Commissioner on the Marin Women’s Mozambique, and Brazil. Luc is quadrilingual and graduated
Commission for Women and Girls. She lives in Marin with her from Babson College with concentrations in Finance and
husband, and is amazed at the women her two daughters are Economics.
becoming.

KATIE SULLIVAN ROBERT CARUSO

Vice President, Sales Chair & Managing Partner

Katie recently joined Intentional Media to lead sales across the Bob is the Founder and Chairman of The Human Elevation
Intentional portfolio of brands, focusing on event sponsorship, Company, a global media and digital technology company; and
digital and content marketing revenue opportunities. Katie he is the Founder of Kantian Social Ventures, an investment
brings a successful track record of over 25 years that includes company that invents, incubates, and invests in a new
sales management positions and sales achievements in the generation of purpose-driven companies. He is the Managing
technology, education technology and public relations/social Partner and Chairman of Intentional Media, a portfolio
media industries. Prior to joining Intentional Media, Katie held company of Kantian Social Ventures. Prior to these positions,
positions at Access Intelligence, Future, The George Lucas he was President of Select Equity Group, Inc., which manages
Educational Foundation, and CMP. She earned a Bachelor of more than $24 billion in client funds. Prior to Select Equity,
Arts degree from San Diego State University in Asian Studies/ Bob was a Managing Partner, Chief Operating Officer, and
Japanese. In her downtime, Katie can be found sailing on the a member of the Board of Directors of Highbridge Capital
New York Harbor, in a yoga class or spending time with her two Management. Highbridge managed more than $40 billion in
children and her chocolate lab, Higgins. AUM. Prior to Highbridge, he was a Managing Director, Chief
Financial Officer, and the Treasurer of Robertson Stephens,
a San Francisco-based global investment bank. He lives in
Princeton, New Jersey, with his wife Michelle and five kids.

86
 JOHN MORRIS MEGHAN FRENCH DUNBAR
Managing Partner CEO and Co-Founder, Conscious Company
Media

John is dedicated to future initiatives and strategies to expand Meghan is the Co-founder and CEO of Conscious Company
the SOCAP brand and the impact marketplace. As CEO of V2V Media, the nation’s leading multi-media hub dedicated
Associates, John consulted with the previous ownership of to purpose-driven businesses and social enterprises. The
SOCAP before partnering with Robert Caruso, CEO of Kantian company’s flagship product — Conscious Company Magazine
Social Ventures, to lead the formation of Intentional Media to — was the first nationally distributed print publication in the
provide the resources needed to expand the brand and social U.S. to focus exclusively on sustainable and conscious business
impact. Previously, John co-founded Snowden Lane Advisors, practices. In addition to the magazine, Conscious Company
a wealth management firm currently with 3.5 billion in assets. Media produces national events, such as the World-Changing
Initially, John spent 23 years at Merrill Lynch, 15 years working Women’s Summit and the Conscious Company Leaders Forum,
with clients in London and Dubai, and then in New York where to train business leaders to use business as a force for good.
he was Chairman of Latin America and Head of International Meghan is also the co-creator and host of the World-Changing
Product and Marketing. He and his wife live in Princeton, Women’s podcast, which tells the stories of female business
New Jersey, and are thrilled about the newest edition to their leaders and founders making positive impacts in the world. She
family, a grandbaby. lives in Boulder, CO, with her husband, Scott, new son, Jack,
and rescue mutt, Chloe.

LINDSAY SMALLING
CEO, SOCAP

Lindsay has been involved with SOCAP since 2012 and became
CEO in 2018. She is responsible for producing and curating
the annual flagship conference and expanding SOCAP to a
year-round events and media platform. Lindsay previously
held the title of Strategic Initiatives Officer at ImpactAssets,
has provided corporate social responsibility consulting to
TEAM

early stage companies while at Entrepreneurs Foundation,

and began her career in traditional financial services with
Wellington Management and Lord Abbett. She is a graduate of
Columbia Business School and Pomona College. She currently
lives in San Francisco with her husband and toddler twin girls.

87
+imp act
 IMPACT @ SOCAP19
At SOCAP, it is of the highest priority to produce our conference as sustainably as
possible. Below are some of the ways we have found to do that.

VENUE ACCOMMODATIONS

FORT MASON CENTER FOR ARTS & CULTURE TRIPZERO

fortmason.org tripzero.com

SOCAP19 returns for the 12th year to its dynamic, waterfront Since 2016, SOCAP has partnered with TripZero to find great
home at Fort Mason Center. This unique landmark hosts an hotel rates for attendees and to offset the carbon footprint
ever-evolving rotation of artistic programming, including of their trips. Together, we have erased the total estimated
theatre and dance performances, as well as educational and travel footprint of all SOCAP attendees in the last three
cultural classes, for over 1.2 million annual visitors. SOCAP’s years by offsetting over 3,400 tonnes of carbon in 2016, 4,200
carbon footprint is significantly lessened by hosting at the tonnes in 2017, and 4,800 tonnes in 2018. When you book your
Fort Mason Center in comparison to hosting at a hotel. It also accommodations through TripZero, they calculate the carbon
allows us to support a National Historic Landmark and part footprint created by your trip. Then, they offset your footprint
of the Golden Gate National Recreation Area, which is the by funding reforestation and renewable energy projects – at no
country’s largest urban national park. charge to you. TripZero is a certified B Corp and has created a
different kind of travel agency that helps protect the planet.

THANK YOU TO OUR T-SHIRTS

B CORP PARTNERS!
ASHBURY IMAGES & NEW DOOR VENTURES
ashburyimages.org & newdoor.org

Again this year, SOCAP volunteers and staff are wearing

t-shirts from Ashbury Images. Ashbury Images rebuilds
lives one shirt at a time by providing paid employment, job
training, and supportive services to at-risk youth recovering
from poverty, substance abuse, and homelessness. Ashbury
Images is part of New Door Ventures, which is a youth
development social enterprise.

WASTE MANAGEMENT

CLEAN VIBES
cleanvibes.com

San Francisco leads the world in waste management, with over

80% of waste diverted from landfills and a goal of zero waste
by 2020. Clean Vibes is dedicated to responsible on-site waste
management of outdoor festivals and events. They help us to
reduce our ecological footprint by increasing the amount of
material that is recycled and composted. Clean Vibes actively
encourages and promotes recycling, composting, and proper
waste disposal, and works to educate and inspire a new
generation of responsible stewards.

90
CATERING

ACRE GOURMET
acregourmet.com

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

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

THE TOWN KITCHEN

thetownkitchen.com

Meals provided at the Impact Accelerator on Tuesday and

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

U.S. PURE WATER

uspurewater.com

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

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

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

91