SOCAP14

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See map detail of
Impact Hub @ SOCAP
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S a n F r a n c i s c o B a y
F E S T I V A L P A V I L I O N
H E R B S T P A V I L I O N
ME A N I N G
S T A G E
MO N E Y
S T A G E
C O WE L L
T H E A T R E
WE S T P I E R
B U I L D I N G E
See below for details
See below for details
B U I L D I N G D
B U I L D I N G C
B U I L D I N G B
B U I L D I N G A
Ba y
BAT S T h e a t e r
( 2 n d F l o o r )
E NT RANCE
Entry to Cowell
and Money Stage
Entry to
Meaning
Stage
Ma r i n a
Go l d e n
Ga t e
BUI L DI NG C BUI L DI NG D
2 n d F l o o r
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C260
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C205 C235
F l e e t Ro o m
So u t h s i d e
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SOCAP1 4 CAMPUS MAP
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F I RE HOUSE
Ar t Ar ea
Communi t y Cur at ed Di scussi ons:
Throughout the conference hall there
are eight discussion areas, each uniquely
identified by colored tablecloths and
corresponding banners hanging above.
Use these areas to meet up and connect
with other attendees to curate your own
community discussions.
Regi st r at i on/
I nf or mat i on
I mpact Hub Host
Googl e I mpact
Chal l enge Lounge
#SOCENT Cent r al
Rest r ooms
Rest r ooms
( l ower l ev el )
Expo
Mar ket pl ace
Cof f ee
Cof f ee
Beer
Tr uck
Mezzani ne
( upper l ev el )
mt g
#4
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Buf f et
Pr ess
Lobby
Ent r y
Buf f et
Di scussi on Ar ea
COMMUNITIES (orange)
Di scussi on Ar ea
VIBRANT (purple)
Di scussi on Ar ea
IGNITE (blue)
Di scussi on Ar ea
SOCAP (green)
Di scussi on Ar ea
VIBRANT (orange)
Di scussi on Ar ea
IGNITE (purple)
Di scussi on Ar ea
SOCAP (blue)
Di scussi on Ar ea
COMMUNITIES (green)
WELCOME
CONNECTIONS
ENTREPRENEURS
THEMES
SESSIONS
BREAKOUTS, BY ROOM
SESSION DESCRIPTIONS
TUESDAY, 2 SEPTEMBER
WEDNESDAY, 3 SEPTEMBER
THURSDAY, 4 SEPTEMBER
FRIDAY, 5 SEPTEMBER
PARTNERS
TEAM
TRANSPARENCY
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10
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18
86
26
92
32
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51
63
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SOCAP14 / CONFERENCE GUIDE 6
VOICES AND PLACES
Social impact investing as a model is working, but
the world’s poorest people still pay the most for
things like clean water and basic health services.
That’s a quote from Rajiv Shah — the head of USAI D —
that he delivered at an impact investing conference put on
by the Pope. We do have Raj with us this week, but not the
Pope. This year.
Though Raj was speaking about the developing world, the
same thing is true here in the United States. The poor pay
more. It costs more to be poor than it does to be “well-off”
in this country. That’s the way we’ve built it, on behalf of
the better off.
SOCAP itself has always been more internationally
focused than domestically. Partly, that’s because more
impact investors are focused there, and because India
is becoming a place where the model is being proven at
scale. We will continue to focus internationally, in fact we
are expanding our mutual learning partnership with my
buddy Vineet Rai — who, among other things, runs the
Sankalp social enterprise conferences in India and Kenya
— so we can start to get a coherent picture of what is
working in impact investing, what a good social enterprise
looks like in its local context.
But another reason for the international focus has also
been partly because it’s easier for affluent Americans who
invest in impact funds to invest in fighting poverty that
affects Africans than it is to invest in solutions that work
for African Americans or other people of color.
Nobody’s politics or prejudices get in the way of helping
in Africa. The same is not true of our inner cities, or our
immigrant communities.
Prejudices have also gotten in the way in gender issues.
Female-run early stage social enterprises are out
performing male-run enterprises by 15%, but are 40%
less likely to get funding. One fund has gotten around this
by simply putting a 10% bonus in due diligence around
women-run enterprises; you could call it a quota.
Their portfolio should outperform on a financial basis by
using that standard. It’s one of those places where the
market and justice overlap, and they are smart to take
advantage of it. For the long term, they — and we all —
should evolve … but here you can act now and evolve
later. The data says they will make more money than their
peers. With this kind of incentive, you can act right before
you get your head (or heart) right.
Another place that justice and the market overlap right
now is in financial inclusion. You can make a lot of money
reducing the cost of being poor, using smart phones, big
data, and an understanding of cultural anthropology: how
specific people in particular communities in particular
places make decisions. Many of these new customers
don’t make decisions as individuals, as affluent white folks
do; they make decisions as communities, in groups.
If you sell the matriarch of the first-generation Filipino
immigrants who come first to the Sixth and Mission
neighborhood in San Francisco, you’ve probably sold
everybody in her apartment building. If you want to make
a positive impact on the lives of people whose lives
you don’t yet understand, you have to learn to listen
respectfully.
It hasn’t been the norm to teach listening to poor people
as the path to profit in B school, but that’s what it takes
for this financial inclusion sector that is taking off like a
rocket. We need to make a huge cultural shift, to learn to
keep the positive impact in mind and keep checking in
that that is what is happening.
WELCOME 7
There is often a difference between our intent and our
impact; between our motivation and hope behind our
actions, and how our actions change the lives of those
around us.
That’s why our theme is vibrant communities this year;
positive impact has to do with relationships, it happens in
a specific place, and it happens to all of us if it’s going to
happen for any of us.
We are also excited that we have a major US-based
financial services company as a sponsor this year. This
is a company that isn’t here just for CSR, or PR, showing
off pilot feel good projects around the edges. The big
financial services have real revenue targets around
software, services, and products that make money helping
reduce the cost of being poor. It’s a place where justice
and the market overlap to potentially create great financial
returns.
We have great love and appreciation for our long-time
SOCAP sponsors, which have mostly been field-building
foundations like Halloran, Rockefeller, and groups like
the Omidyar Network. But now the financial service
corporates, like American Express, know there is a fortune
to be found in the base of the pyramid in the USA, and
they want to support what the people here are doing, too.
They want to invest in some of the startups you will be
seeing, and that’s a good thing.
We may be acting our way into a new way of thinking, but
we are also consciously evolving and learning: changing
the thinking first and anticipating our actions to follow.
This year, we are excited to say that SOCAP is partnering
with both Cathy Clark of CASE (the Center for the
Advancement of Social Entrepreneurship) at Duke
University as well as Ben Thornley’s new startup — ICAP
Partners — that will offer professional education for
impact fund managers and others from either investment
banks, financial service companies, and even some of the
new breed of foundations.
We know what it takes to be a good impact investor; there
are enough funds with enough of a track record that
we have figured out the characteristics and habits and
perspectives of the ones who outperform. It’s simple. You
have to be able to live in two worlds: the mission-focused
world, and the financial return world. And not get them
confused. You have to be what they call bilingual. And we
can teach you what it takes to be effective.
The rise of professional education in the movement —
which can be productized to make every angel investor
or mentor of a startup more effective — is another sign
that this market is maturing. We created this conference
at the intersection of money and meaning, the place the
billionaires told us could not and should not exist, that
violated their two-pocket thinking beliefs, that you invest
for return and give for good.
This space, this market that’s halfway between giving and
traditional return-focused investing, is — as we always
said — real, big, and growing. But now it’s also maturing.
We know what to do, and how to do it more than ever have
before.
Welcome to SOCAP14, our seventh global convening.
Let’s do some good together.
KEVIN JONES
Convener
ROSA LEE HARDEN
Producer
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SOCAP14 / CONFERENCE GUIDE 10
VIBRANT COMMUNITIES IN ACTION
SOCAP is a big tent, and we are trying to make it even
more open and welcoming this year, both to satisfy the
early adopters who keep taking us deeper and maturing
the models, and to welcome the newcomers who find
resonance with this movement and are looking to find a
way in, or who may not yet even be sure this “social capital
markets thing” is for them. This section helps you connect
during SOCAP, in a variety of ways.
Please help us make these newcomers feel welcome,
remembering that we are all on a journey, and that the
power of change grows as we connect and welcome
others into our vibrant communities.
SOCAP14 NETWORKING AND SCHEDULE SITE
We hope to connect you to the things and people that
matter the most during SOCAP14. Check out Pathable,
our online conference networking and scheduling platform.
It’s available either via your laptop or through your mobile
web browser.
SOCAP14.pathable.com allows you to:
• create a profile and meet fellow attendees
• view SOCAP14 sessions
• view speaker profiles
• receive real-time event updates
• and more.
CONNECT WITH MAINSTAGE CONTENT
All plenary sessions will stream live online with overflow
simulcast viewing available as indicated in the schedule.
If you miss a Meaning or Money Stage session, want to
watch it again, or share it with someone not in attendance
at SOCAP14 in San Francisco, these sessions will be
made available on our website!
View them at youtube.com/SOCAPmarkets.
CONNECT WITH THE GLOBAL COMMUNITY
Our vibrant SOCAP community has an incredible
opportunity to accelerate the ideas, learnings, and
connections that come to life at SOCAP14 by sharing
them beyond our experience together at Fort Mason.
We’re calling on you! Let’s bring the world’s attention to
your vibrant communities back home.
Twitter: Include #SOCAP14 in your tweets for
a global audience who is following live. Follow us
at @SOCAPmarkets.
Facebook: Like something you see or hear at
the event? Share it with your friends! We’ll be
sharing too. Like us at facebook.com/
SocialCapitalMarkets.
Instagram: When you pick the right filter for
your SOCAP pics, tag with #SOCAP14 and
share! Follow us @SOCAPlive.
Social media displays at SOCAP14 are powered
by Tint.
CONNECT WITH VOLUNTEERS
IGNITING VIBRANT COMMUNITIES

SOCAP14 welcomes nearly 100 volunteers who will
act as your guides to the gathering. Engage with our
volunteers who are made up of inquisitive students, career
changers, inspiring entrepreneurs, and knowledgeable
social enterprise staff. Volunteers are a vital resource
to the operation of the conference. With such diverse
volunteers, it will be no wonder they are your resource
here at the conference and, possibly, in the future.
Spot SOCAP volunteers with their olive green t-shirts and
feel free to ask them questions. They are happy to help!
CONNECTIONS 11
IMPACT HUB @ SOCAP14
This is the 5th year that we will be building the Impact
Hub @ SOCAP, and the alignment on the theme couldn’t
be stronger. Impact Hub is a global community of
entrepreneurs, activists, creatives, impact investors, and
professionals who are taking collaborative action toward
positive social and environmental change. Impact Hub is
— first and foremost — deeply rooted in “place.” With more
than 50 locations around the world, and 10 more opening
annually, access to the community is easy.
Within Impact Hub’s thoughtfully designed shared work
and event spaces, you can make the connections you
need and find the resources required to build and scale
your business. By providing a physical infrastructure
for work, collaboration, convening, events, classes, and
workshops, each Impact Hub location builds a unique
culture and network of values-aligned professional
members at the local level. As a global platform consisting
of more than 10,000 members in 50 locations worldwide,
the Impact Hub Association provides members with
access to contacts, mentorship, global market insights,
and collaborative opportunities that accelerate their
success.
Impact Hub @ SOCAP14 will host Impact Hub founders
and makers from around the world for in-depth
discussions about what it takes to open an Impact Hub in
your town. Our federated model creates a decentralized
platform allowing anyone to build an Impact Hub for
their town or city. With it comes the support, not only of
a central global team, but of a network of passionate
founders and makers willing to share their experiences. In
the Bay Area, we are lucky to have 3 locations: Berkeley,
Oakland, and San Francisco. All three will be represented
at SOCAP14 in the Impact Hub space and we encourage
you to stop by and talk with us.
Impact Hub @ SOCAP is your space to relax, to eat, to
make art, to connect to other attendees, hold meetings,
join compelling conversations, or just fire off a few quick
emails. There are hosts at the entrance to help you find
what you need in the space, or to help navigate the
pavilion and conference. Perhaps you have been part of a
conversation between sessions that you would like to dive
into. If so, the hosts can help you find a suitable space for
this to happen.
The Impact Hub is the place for driving these
conversations towards collaborative action and solutions.
However, it does not have to end here at SOCAP14.
Impact Hubs are the locations for connecting to the global
SOCAP community 365 days a year. Connect with us at
impacthub.net.

Herman Miller and Impact Hub have a strongly
aligned partnership centered around space design for
collaboration. Herman Miller — as global leaders in
design — have brought their expertise to the Impact Hub
@ SOCAP as well as the Impact Hubs around the world.
Their century of experience has evolved Impact Hub
thinking around how to effectively and creatively bring
communities together to provide the best infrastructure for
combining social change with entrepreneurship. We invite
you to explore and enjoy the spaces we have co-created
here.
COMMUNITY CURATED DISCUSSIONS
If you’re interested in connecting with a group of
attendees around a specific topic or focus area, or
continuing a conversation from Pathable, we invite you to
make it happen! Look for one of the Impact Hub Hosts
and ask them for help in finding a time and location to
host your discussion. They’ll help you get it onto our
SOCAP14 Pathable platform, so others can find you and
join the conversation.
We encourage you to use SOCAP14.pathable.com to
reach out to others who share your interests, and let
them know about the time you’ve arranged. You can also
arrange a more casual meeting time during breakfast or
lunch in the Impact Hub.
SOCAP14 / CONFERENCE GUIDE 12
CONNECT WITH ART
The Lexicon of Sustainability
TM
is bringing street art to
SOCAP14. With mounted information artworks on black
and white posters, you can add colors, open up the
creative and intuitive side of your brain, paint, and share
with the community. As soon as they’re painted, we’ll be
hanging the painted posters in a gallery for all to see, so
come join us near the stage at Impact Hub @ SOCAP.
GOOGLE IMPACT CHALLENGE LOUNGE
This year, we’ve partnered with Google to celebrate the
phenomenal ways that community organizations are
working in the Bay Area and together we’ve created a
lounge that celebrates this local impact. In the lounge,
you’ll find spotlights on great Bay Area non-profits.
Google.org program managers will be there hosting
conversations throughout the conference. Swing by, grab
a cup of coffee, talk about community building and social
impact, and meet some of the winners of Google’s Bay
Area Impact Challenge.
#SOCENT CENTRAL
If you are an entrepreneur, or want to connect with some,
make your way back to the lounge with the #SOCENT
Central banner above it. There you’ll find a schedule
of office hours and workshops of interest to social
entrepreneurs, and a place to meet with entrepreneurs
throughout the conference. We’ll also post the most up-
to-date schedule of our entrepreneur Innovation
Showcases and pitch sessions here, as well as on
SOCAP14.pathable.com — look for keyword socent.
MARKETPLACE
SOCAP14 is proud to welcome Lydali as our conference
marketplace. Lydali (lydali.com) is an e-commerce website
that sells jewelry, accessories, and home goods from
artisan groups around the world. Lydali’s mission is to
share beautiful, ethical products and the stories of the
artisans and designers who make them. With curated
products made by artisans in 28 different countries, Lydali
is working to create a new way of shopping by connecting
consumers with the people who make their products.
Lydali is located in the Impact Hub @ SOCAP and will be
open whenever the Impact Hub is open.
Several books relevant to SOCAP14 — and many
by speakers at SOCAP — will also be offered in the
marketplace. They’re supplied by Better World Books,
a for-profit social enterprise that collects and sells
books online, with each sale generating funds for
literacy initiatives in the US and around the world
(betterworldbooks.com).
SOCAP WELCOMES THE WORLD!
Join us in welcoming our international delegations
attending SOCAP. Local catalysts have organized and
hosted impact investors, accelerators, and entrepreneurs
from across the globe. These groups will learn lessons and
best practices from the convening and bring new energy
and knowledge back to their communities.
We thank our international catalysts and their delegates!
Brazil: ICE
Canada: MaRS Centre for Impact Investing
Czech Republic: Vodafone Americas Foundation
India: Sankalp
Japan: Impact Hub Tokyo
Korea: D3 Jubilee
Norway, Sweden, Finland, & Denmark:
Nordics Go SOCAP
CONNECTIONS 13
FUN FOOD PARTNER CONNECTIONS

GRILLED CHEESE SANDWICHES LEAD TO
24 CHAPTERS ENDING HUNGER
SOCAP is proud to continue our collaboration with
FeelGood — a movement of passionate, committed youth
turning their college experiences into a time of effective
global action. Founded in 2005 by students of UT Austin,
their idea was to offer fellow students grilled cheese
sandwiches in exchange for a donation, and invest the
proceeds in organizations with a proven track record of
sustainable, gender-based hunger-eradication. Every
penny FeelGood raises goes directly toward Sustainable
Development Goals (SDG) that aim to end world hunger.
They have now donated more than $1.6 million to the
SDGs, have 24 active chapters, have amassed 164,000
volunteer hours, and served nearly 200,000 grilled cheese
sandwiches over some amazing conversations about
hunger and how we can end it. Enjoy yours on Wednesday
at the afternoon break!
ALTER ECO’S CHOCOLATE: TASTE POSITIVE &
CARBON NEGATIVE
Alter Eco’s delicious chocolate truffles are not only fair
trade, they are carbon negative because the company has
planted more than two million trees within their supply
chain through a partnership with ACOPAGRO cooperative.
So, your waistline can be let out while your footprint goes
down. What’s more, their packaging is the first of it’s kind,
a groundbreaking compostable wrapper made of birch and
eucalyptus and printed with non-toxic ink that will fully
decompose in backyards and compost bins. Guilt-free
chocolate that melts in your mouth. Look for the truffles at
breaks throughout the conference.
WHEN LIFE GIVES YOU LEMONS, MAKE A STAND
With the power of social media, ten-year-old Vivienne Harr
launched one lemonade stand into a global movement to
combat child slavery. “Make a Stand,” a socially innovative
lemonade company, is a leading example of a new wave of
hybrid “benefit” corporations dedicated to making charity
their sales pitch. The company now sells their fair trade,
organic lemon-aid online and in stores all over the world,
dedicating five-percent of all gross revenues to leading
organizations working to eradicate child slavery worldwide.
In 2013, Twitter gave Vivienne the honor of ringing the bell
at their I PO because they believe she is a symbol of how
Twitter can be used to change the world. Stop by the Make
a Stand lemon-aid stand on Wednesday and buy some
lemon-aid to support this amazing young entrepreneur,
and be sure to hear Vivienne speak Wednesday evening.
SOCAP14 / CONFERENCE GUIDE 14
SPECIAL PROGRAMS AT SOCAP14


SOCAP14
HALLORAN PHILANTHROPIES AND SOCAP —
CELEBRATING ENTREPRENEURSHIP IN OUR
SEVENTH YEAR!
In 2008, SOCAP received its first catalytic grant from
Halloran Philanthropies. Halloran took a chance on a
raw startup and made the first SOCAP happen. It was
Halloran’s belief that the market at the intersection of
money and meaning was real and big and growing that
caused them to make a bet on us. Every successful
entrepreneurial organization has this first relationship, the
partner who believes in the mission despite the enormous
task ahead. The legacy of this support continues on
with Halloran Philanthropies’ support once again of
the entrepreneur program and entrepreneur housing
at SOCAP. The program ensures that 150 top notch
entrepreneurs can attend the event and that they receive
a program that supports them having a great SOCAP
experience. Whether you are an entrepreneur imagining
the future of your startup, or an investor scoping out your
next investments, we hope that you gain the rewarding
experience of partnering and committing to continue to
support the businesses that build a better world.
Join us in the opening session on Wednesday as we
salute this catalytic SOCAP Partner.
THE FINANCIAL OPPORTUNITY IN FINANCIAL
INCLUSION; WHEN JUSTICE AND THE MARKET
OVERLAP
Spent: Looking for Change is a film about everyday
Americans without the financial options most of us take
for granted and the startups giving them a chance to get
on their feet. Sponsored by American Express to help
improve financial inclusion in the US, Spent is produced
by Academy Award-winning filmmaker Davis Guggenheim,
directed by Derek Doneen, and narrated by Tyler Perry. It’s
time for change. New technology, new ideas, and helping
entrepreneurs see the economic opportunity in financial
inclusion can help make managing money simple and
more affordable for the poor.
MENTOR CAPITAL FOR GAME CHANGERS
The Gratitude Network — led by Randy Haykin — is a
new partner for SOCAP this year. The Gratitude Network
searches for the world’s greatest social entrepreneurs
who demonstrate an innovative business model,
products, services, or dynamic leadership to create a
compelling vision for sustainable social change. To find
“game-changing” entrepreneurs, Gratitude partners with
other firms in venture philanthropy, large humanitarian
organizations (who already have the reach into most
countries) and universities (who are turning up some of
the most innovative new entrepreneurs). The Gratitude
Network is awarding prizes from the SOCAP stage this
year and will be offering ongoing mentoring to outstanding
entrepreneurs in the fields of education, community
development, and global health. In the Thursday afternoon
session, winners will receive Gratitude Awards — one by
choice of the judges, and one “People’s Choice” award by
audience vote.
SPECIAL SCREENI NG
2:45pm Wednesday
Cowell Theater
PRESENTED BY:
CONNECTIONS 15
STORIES THAT MOVE MARKETS:
SOCAP PREMIERES RISE OF THE ECO-WARRIOR
Rise of the Eco-Warriors tells the story of a group of
young people selected from across the globe who leave
their known worlds behind for the jungles of Borneo. They
team up with acclaimed scientist and social entrepreneur
Willie Smits who runs an operation to rescue displaced
orangutans, regenerate forests using new, valuable,
biodiversity-enhancing forest crops, and support the local
Dayak communities. Rise of the Eco-Warriors is being
presented through the cooperation of Cynthia La Grou of
Compathos Foundation, Shaun Paul of Reinventure Fund,
and co-producer Mark White. After the film, there will be
Q&A with Cynthia & Mark.
SPECIAL SCREENI NG
7:20pm Wednesday
Southside Theater
PRESENTED BY:

STRATEGIC DESIGN FOR A GOOD CAUSE:
ELEFINT DESIGNS
At Elefint Designs, we partner with good causes, and
we help them succeed by offering our knowledge of
strategy and design. Design is a humanization process
that allows you to better connect with your audiences, and
must be informed by definitive strategy and objectives.
Strategic design is a powerful tool for making the world
a better place. So, we have partnered with SOCAP again
to showcase the importance of design through the
development of the conference identity, an interactive
exhibit, and more!
At the Omidyar Network, we create a world of positive
returns by investing in entrepreneurs and their visionary
ideas. We’re a philanthropic investment firm, established
in 2004 by eBay founder Pierre Omidyar and his wife Pam
Omidyar. Our work is driven by the fundamental belief
that people are inherently capable, but too often they lack
opportunity. Through grantmaking and impact investing,
we work to create opportunities for people to improve
their own lives, their communities, and the world around
them.
This kind of change calls for applying different types of
tools to solve problems and we deploy flexible capital:
making both grants to support non-profit organizations
and impact investments to grow for-profit businesses.
We invest at the early stages in promising ideas with the
potential to have broad-scale, sector-level impact. We
invest in five key areas we believe are building blocks
for thriving communities: consumer Internet and mobile,
education, financial inclusion, government transparency,
and property rights.
Headquartered in Silicon Valley, Omidyar Network
has offices in Johannesburg, London, Mumbai, and
Washington, D.C.
SOCAP14 / CONFERENCE GUIDE 16
ENTREPRENEURS 17
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SOCAP14 / CONFERENCE GUIDE 18
THE ENTREPRENEUR EXPERIENCE
Entrepreneurs are at the heart of igniting vibrant
communities. They find innovative solutions to pressing
issues, balancing social impact with sustainable
business models. SOCAP supports the most promising
entrepreneurs through scholarships and tailored programs
such as the Impact Accelerator @ SOCAP, #SOCENT
Central, innovation showcases, a marketplace for
entrepreneurs’ goods, and dedicated mentoring.
The entrepreneur experience is made possible through a
number of outstanding partners.
The Entrepreneur Programming at SOCAP14 is presented
in collaboration with — and with funding provided by —
Halloran Philanthropies.

THE GRATITUDE AWARDS
gratitudefund.org
The Gratitude Network and SOCAP have partnered this
year on the Gratitude Awards at SOCAP. The Gratitude
Awards recognize the most promising and innovative early
stage social ventures in education, health, and community
development. More than 500 companies representing
more than 30 countries were nominated. An elite panel of
judges has narrowed the pool of nominees down to nine
finalists who will each present at SOCAP14 on Thursday.
The top four companies will receive a year of mentoring
from The Gratitude Network in addition to special prizes,
including expense-paid trips to meet our “Super Mentors”
(Ed Catmull, CEO of Pixar; Tim Brown, CEO of I DEO;
Matt Flannery, Founder of Kiva; and Bill Draper, venture
capitalist). A special thanks to Salesforce.com and Desk.
com, Google, Adobe, and Wente Vineyards for their in-kind
contributions!
LATAM @ SOCAP
SOCAP and Agora Partnerships are bringing the voice
of and shining a light on the Latin American impact
ecosystem at SOCAP14. LATAM @ SOCAP is offer
a space for entrepreneurs and investors active in
Latin America to connect and build relationships. Deal
Discussions will be hosted by 22 high-growth, investment-
ready entrepreneurs who are using business to create
social and environmental impact in Latin America.
THE IMPACT WEAVER AWARDS
SOCAP is proud to recognize two winners this year of
the inaugural Impact Weaver Award, the award to the
second-in-command, the person behind the scenes who
makes the vision real. Created and organized by the team
at Friday Consulting, this award recognizes that great
ventures need more than the initial visionary — the person
who sells the great idea. They also need the second-in-
command, the person who really makes it happen — builds
the team, weaves together all the moving parts and drives
the day-to-day — but often goes unrecognized. Look for
the award winners on stage!
ENTREPRENEURS 19
STARTGRID
startgrid.com
SOCAP is happy to be partnering with Startgrid to provide
an opportunity for the SOCAP community to engage with
our scholarshipped entrepreneurs before, during, and
after SOCAP14. We know many in our community have
expertise to share with these entrepreneurs, and hope
that — by using this platform — entrepreneurs will be able
to engage in-person during SOCAP14 with people they’ve
been able to form initial connections with online. Stop by
#SOCENT Central to learn more about Startgrid.
IMPACT ACCELERATOR @ SOCAP
The entrepreneurial experience at SOCAP kicks off
before the opening plenary. In partnership with Halloran
Philanthropies, SOCAP hosts close to 150 social
entrepreneurs from all over the world for a day of special
programming: the Impact Accelerator @ SOCAP.
The Impact Accelerator is specifically designed for social
entrepreneurs to amplify the benefit they receive from
SOCAP and connect them with a network of peers and
mentors that will extend beyond the conference.
YOUR TICKET: SPONSORING ENTREPRENEURS
This year, SOCAP set aside close to 150 tickets (a
tremendous amount of our budget) to scholarship
entrepreneurs. Your ticket, our many speakers who pay
their way to the event, and sponsor contributions all make
this financially possible. This amount of scholarshipped
attendees of on-the-ground entrepreneurs helps to create
the juicy mix of attendees and perspectives of the sector
that is SOCAP. We thank you for whatever part you’re
playing in making this space vibrant and changemaking. It
is an honor to be in this space with you.
The following organizations have contributed to our
Entrepreneurs’ Fund, ensuring that we continue to reach a
diverse set of great entrepreneurs from all over the world:
• Halloran Philanthropies
• Vodafone Americas Foundation
• Global Alliance for Clean Cookstoves
SHOWCASING INNOVATION
@ SOCAP14!

ENTREPRENEUR EXPO
Come by and spend time with innovative scholarshipped
entrepreneurs in the Entrepreneur Expo area. These
Innovation Showcases will be held Wednesday and
Thursday from 10am to 3pm, and will be featuring a
different group each day. Check in at #SOCENT Central
or on SOCAP14.pathable.com for more details.
MAKE:IMPACT STATION
A showcase of inventors, innovators, and entrepreneurs
making good around the world.
Presented by:

In June, the Lemelson Foundation and the US Global
Development Lab of USAI D announced support to
a partnership between Ushahidi, iHub, and Sanergy
to launch Gearbox: a first-of-its-kind professional
engineering and prototyping space in Nairobi, Kenya.
Gearbox fills a critical need for a design and prototyping
space in East Africa. Throughout the region, there is
a growing trend wherein designers, engineers, and
entrepreneurs are constrained by lack of skills training
and access to professional quality tools and materials.
As a result, the best local talent has often been forced to
design and develop abroad, which increases costs, delays
innovation and spurs brain drain to the region.
We are thrilled to host a prototype of a new model
to inspire thoughtful design and positive change at
SOCAP14. Visit Make:Impact Station in the Impact Hub
@ SOCAP where you can witness some of the exciting
innovations that are game-changing for the developing
world and are developed at maker spaces like Gearbox
and TechShop. You’ll also be able to check out a 3D
printer!
Participants include:
BRCK, Sanergy, Gearbox, Embrace, BioLite
SOCAP14 / CONFERENCE GUIDE 20
MOBILE INNOVATION
PRESENTED BY:
For the second year in a row, Vodafone Americas
Foundation is bringing innovation in mobile technology to
SOCAP, fueling a movement to create social change at
scale through mobile technology solutions. The Vodafone
Americas Mobile Fast Pitch will present six brilliant
entrepreneurs — including three Czech entrepreneurs —
using mobile technology to combat some of the world’s
most pressing problems in health, transportation, and
business.
Mobile Fast Pitch
1:30pm Thursday, September 4th, Golden Gate Room
Hosted by: Wes Selke / Better Ventures
MOBILE INNOVATION STATION
Connect with mobile technology entrepreneurs changing
the world through handheld devices at the Vodafone
Americas Innovation Station located in the Festival
Pavilion, Wednesday through Friday.
The Vodafone Americas Foundation entrepreneurs include:
Blindshell
User friendly smartphone interface for visually impaired
users.
www.blindshell.com
Legentas
Learn to read 2x as effectively, for people with dyslexia.
www.legentas.com
MobileOCT
Converting smartphones into endoscopes that provide
evidence for clinicians to catch cancer cells.
www.mobileoct.com
Rekola
A bike-sharing platform designed to revolutionize how
people get around the urban landscape.
www.rekola.cz
SOKO
An enterprise tool for small-scale producers designed
to manage production, operations, and payment from
global consumers.
www.shopsoko.com
ENTREPRENEURS 21
SOCAP14 SOCIAL ENTREPRENEUR
SCHOLARSHIP RECIPIENTS

The following are the social entrepreneurs known to have
accepted scholarships for attendance to the conference
as of our print deadline for this program book. The most
up-to-date list of scholarshipped attendees is available on
our conference site: socap14.socialcapitalmarkets.net/
social-entrepreneurs-socap14
Karim Abouelnaga (United States) Practice Makes
Perfect
Kevin Adair (Haiti) Fuego del Sol Haiti
Sebastian Africano (United States) Luciérnaga LLC
Michael Yaw Agyei (Ghana) Man and Man Enterprise
Fairoz Ahmad (Indonesia) Nusantara Development
Initiatives (NDI)
Sydney Alfonso (United States) Etkie
Juan Almeida (Ecuador) Qimsa
Asiedua Amoah (Ghana) Africa Global Career Centre
(AGCC)
Jen Anderson (United States) The Reset Foundation
Glenn Andert (New Zealand) Read Me Stories
Katy Ashe (United States) Noora Health
Becky Auerbach (Kenya) Sanergy
Georgina Badenoch (United Kingdom) Ojos que
Sienten A.C
Nicole Ballin (United States) UpEnergy Group
Sanjay Banka (India) Banka BioLoo Pvt. Ltd.
Ana Barrera (Colombia) Aflore
Vanessa Bartram (United States) WorkSquare
Enrique Bay (Mexico) KIWI
Ian Bentley (Ethiopia) Ellilta Products
Karla Breceda (Mexico) El Buen Socio
Nikita Brodskiy (United States) SavedPlus Inc.
Rose Broome (United States) HandUp
Cabot Brown (United States) Akadus Inc.
Amy Cagle (United States) DayOne Response Inc.
Luis Cervera (United States) eMoneyPool
Sachin Chaudhry (United States) TrustCircle
Minhaj Chowdhury (United States) Drinkwell
Andrew Christensen (Mexico) Escalera
Benjamin Cohen (United States) TOHL
Fred Colgan (United States) InStove Manufacturing Ltd.
Ricardo Cravo (Romania) Consultaclick
Fernando De Obeso (Mexico) Salud Facil
Erick Donasian (Tanzania) Off.Grid.Electric
Myra Donnelley (United States) Eniware, LLC
Thibault Duchemin (United States) Transcense
Sophie Eckrich (United States) Teysha Social
Enterprises
Yohans Emiru (Ethiopia) Telemed Medical Services
Christina Espinosa (Guatemala) GenteGas
Hussein Faruque Aly (Mozambique) Novo Dia
Developments
Andrea Fernandes (United States) PharmaCheck
Kathryn Finney (United States) digitalundivided
Nezerwa Francois d’assise (Rwanda) DASSY
Enterprise
Heather Franzese (United States) Labor Link by Good
World Solutions
Alejandro Gac-Artigas (United States) Springboard
Collaborative
Sajan George (United States) Matchbook Learning
David Gerard (Uganda) Green Bio Energy
Sandeep Giri (United States) Gham Power
Jacqueline Gjurgevich (United States) Stockbox
Neighborhood Grocery
Blair Glencorse (United States) Accountability Lab
Jason Gray (Canada) SunFarmer
Jennifer Gurecki (United States) Zawadisha
Haywood Hall (Mexico) PACE MD
Michael Hanan (United States) Ten Acre Organics
Rebecca Harrison (United Kingdom) African
Management Initiative
SOCAP14 / CONFERENCE GUIDE 22
Brian Hill (United States) Jail Education Solutions
Jason Hill (United States) BeTH | Benevolent
Technologies for Health
Bernhard Hofer (Austria) talentify
Mackenzie Hughes (United States) Akimbo
Samir Ibrahim (Kenya) SunCulture
Betty Ikalany (Uganda) Appropriate Energy Saving
Technologies Limited
Vahid Jahangiri (United States) Life Line Fund
Anoop Jain (United States) Humanure Power
Lissa Johnson (United States) Mosa Mack Science Inc.
Josphat Wahome Kariuki (Kenya) Equater Fuelwood
Energy Saving
Jason Kass (United States) Toilets for People
Enrique Kaufmann (Mexico) Miel Pat
Rakaan Kayali (United States) Bashar & Fadia’s
Financing
Noushin Ketabi (United States) Vega Coffee
Neeru Khatri (Nepal) Women Enterprise Association
of Nepal
Alicia Kozuch (Peru) Buen Power Peru
Sasha Kramer (Haiti) Sustainable Organic Integrated
Livelihoods (SOIL)
Benjamin Kramer-Roach (Kenya) Sanivation
Michelle Kreger (United States) Potential Energy
Naveen Kumar (India) Sudiksha Knowledge Solutions
Prabhat Kumar (India) MicroX Labs
Prasoon Kumar (Singapore) billionBRICKS
Tania Laden (Kenya) LivelyHoods
Hoffman Lantum (Kenya) MicroClinic Technologies Ltd
Min Lee (Singapore) PlayMoolah
Ryan Levinson (United States) SunFunder Inc.
Laurent Liautaud (Senegal) Niokobok
Erin Little (India) Sucre Blue
Kadri Lomo (Ghana) The United Africa Fruit Company’s
Inclusive Post Harvest Initiative
Evelina Lundqvist (Austria) The Good Tribe’s Zero
Waste Jam
Emily Lutyens (United States) LegWorks
Michael Lwin (Myanmar) Koe Koe Tech
Damon Magnuski (United States) PeopleHedge Corp
Niketa Malhotra (India) Pulse Savings
Mauricio Martinez Miramontes (Mexico) La Mano
del Mono
Sean Mayberry (United States) StrongMinds
Gaurav Mehta (India) Dharma Life
Melissa Menke (Kenya) Access Afya
Scott Mercer (United States) Volta Charging
Mauricio Meza (Canada) Komodo OpenLab Inc.
Michelle Miller (United States) Coworker.org
Brenden Millstein (United States) Carbon Lighthouse
Keneth Mitambo (Kenya) ECOS
Dorron Mottes (Israel) nFrnds
Michael Murphy (United States) MASS Design Group
Jerry Nemorin (United States) LendStreet
Michael Njoroge (Kenya) Multi-link Group Limited
Alvaro Nunez (Mexico) Recicla Electronicos Mexico
Ian Oluoch (Kenya) Greenchar
Michael Oluwagbemi (Nigeria) Wennovation Hub
Ramses Ortega (Nicaragua) CAC Trading, S.A.
Avik Pal (United States) iKure Techsoft Private Limited
Nirmit Parikh (India) Evomo Research and
Advancement Pvt. Ltd.
Daniel Pepper (United Kingdom) Vayu
Carlos Edmar Pereira (Brazil) Livox-Alternative
Communication for Disabled People
Valerie Polpeka (United States) Kuli Kuli
David Reich (United States) Assured Labor
Anthony Reversat (United States) RiskAutomation, Inc.
Vincente Reyes (Mexico) SUIN Probiotics
Abby Ross (United States) ThinkCERCA.com. Inc.
Jackie Rotman (United States) Spark
Kory Russel (United States) Re.Source
Arlene Samen (United States) One Heart World Wide
Shelley Saxena (United States) Sevamob
ENTREPRENEURS 23
Kevin Schuster (United States) VOTO Mobile
Alexie Seller (Australia) Pollinate Energy
Toral Shah (India) Naandi Community Water Services
Mina Shahid (Ghana) Kulemela Investments
Shardul Sheth (India) AgroStar
Varun Sheth (India) Ketto
Raymond Shih (Canada) QoC Health
Emmanuel Smadja (United States) MPOWER
Financing
Nicholas Sowden (Kenya) Penda Health
Katrina Spade (United States) the Urban Death Project
Joanne Sprague (United States) Friend Factor
Rik Stamhuis (Madagascar) Jiro-Ve
Emily Stone (Guatemala) Cacao Verapaz
Christopher Turillo (India) Medha
Vincent Turner (United States) Planwise
Alexander Valencia (Colombia) CAIA Ingenieria
Ryan Van Wert (Canada) Vynca
Usha Venkatachallam (United States) Appropriate IT
Sebastian Villarreal (United States) LendSquare
Victor Wang (United States) GeriJoy
Emmy Wasirwa (Uganda) Wana Energy Solutions
Phil Weiner (United States) UrbnEarth
Ben Weiss (United States) Moneyworks
Randy Welsch (United States) Jibu
Philip Wilson (Guatemala) Ecofiltro
Patrick Woodyard (United States) Nisolo
Regine Zamor (Haiti) Ayiti Nexus
Diogo Zaverucha Pinheiro (Brazil) Roda Rio
SOCAP14 / CONFERENCE GUIDE 24
THEMES 25
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SOCAP14 / CONFERENCE GUIDE 26
VIBRANT COMMUNITIES
IN CONTENT
Since SOCAP13, the outpouring of amazing work
happening at the intersection of money and meaning is
clear. The breadth and depth of progress made the job of
the SOCAP14 content team both exciting and challenging.
There are so many new developments to share with you:
updates as the impact sector learns and adjusts, new and
emerging areas of practice for those ready to go deep,
as well as some of the “entry-level” sessions for those
starting to explore the space as it continues to grow.
The momentum we see this year comes from many
different communities of practice: institutions,
partnerships, and individuals learning from experience as
impact investing matures, harvesting and sharing lessons
learned; the expansion of interest in impact investing as
larger financial institutions get serious about meeting
customer demand for impact investment products; the
greater interest from corporations as they extend more
into partnerships with social enterprises. Part of the power
of the growth comes as more, different communities of
practice are intersecting, banding together, and forming
new collaborations in the sector. Field builders and
practitioners of all stripes and global geographies come
together here at SOCAP to share their best practices and
explore new possibilities for collaboration.
The SOCAP team brings examples to the stage of the
work YOU are doing — with the intention to inspire,
engage, and challenge us all for the work still ahead.
Together, we will ignite more vibrant communities.







ELIZABETH KRUEGER
Director of Content
SOCAP14 THEMES
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Exciting developments from entrepreneurs, government,
the private sector, and leading foundations over the past
year will be explored, along with discussions of what
infrastructure and field building is still to come.
ADDITIONAL SUPPORT FROM:
#Real Assets
Within Impact Investing, real assets such as timber,
farmland, and fisheries are just a few of the tangible
assets that have huge, positive financial, social, and
environmental potential and are attracting growing
attention from institutional and individual investors
building impact portfolios. Charting the path to scale,
including policy considerations, creative financing models,
and preserving impact at exit, is a challenge that is perfect
for the SOCAP community.
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We take a deeper look at the inspiration behind efforts to
ignite vibrant communities, including personal experience,
values, faith, vision, and more. Meaning anchors the social
capital markets and provides the “north star” as individuals
find their way in the impact space.
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Critical to igniting vibrant communities, financial
inclusion is a foundation of sustainable development,
both domestically and abroad. Technology, behavioral
research, and user-centered design are coming together
to dramatically change the landscape of financial services
for the poor.
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Explore market opportunities in building more sustainable
and resilient food systems. We will look globally at how
impact investment can support the large market shifts
necessary to support sustainable food systems in the face
of population growth and climate change. We will also
zoom in on the local level to understand the connections
of food, health, and economic empowerment, and the gaps
and opportunities for farmers, entrepreneurs, and investors
within the food system.
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Building from last year’s theme and our recent SOCAP
Health conference, we look at the challenges and
opportunities of creating better health outcomes for
people globally. Innovative approaches to improving health
outcomes through low-cost interventions are on the verge
of unprecedented scale and impact. Systems and solutions
from the developing world are being used to reform a
costly US health and medical care system, while new
technologies and creative financing are extending care to
previously underserved populations around the world.
THEMES 27
WITH SUPPORT FROM:
WITH SUPPORT FROM:
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Unique solutions spring from engaging the distinct
challenges, assets, and stakeholders of a city or
community. Where and how does place matter? How can
communities find strengths and create what they need
to thrive? Though they are often context-dependent,
exploring place-based innovations can inspire each of
us to see the scope of tremendous opportunities of the
places where we aim to have an impact.
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The sharing economy represents a shift towards a
new community-driven economic model, with people
collaborating, sharing, and renting access to goods
and services, rather than simple “ownership.” How do
we ensure that accessibility and equitability are at the
foundation of this new market system? What types of
community-sourced capital and governance do startups
in the collaborative economy need? And what are the
corresponding investment models and opportunities?
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SOCAP Open is our means of curating community-
generated content, and crowdsourcing input on sessions
that participants would like to see at SOCAP14. Open
sessions may fall within one of our existing content
themes, and will be listed as both. Or they may stand alone
as Open, and as just too good an idea to pass up. Thanks
to all participants for collaborating to make SOCAP an
even richer dialogue!
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In the face of rapid global change, we must plan and
build so that our cities, natural ecosystems, and personal
sustainability are resilient. Understanding the design of
resilient systems and the leading thinking to prepare for
an unknown future will be the focus of these sessions.
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Wildcard sessions are those that don’t fit particularly
within another theme, but are important or emerging
conversations. Though they may be out-of-the-box and as
yet undefined in the sector, we find it’s important to take
note of these discussions on the edge. This year, we have
several sessions focused on cross-sector partnerships in
the Wildcard theme.
SOCAP14 / CONFERENCE GUIDE 28
WITH SUPPORT FROM:
THEMES 29
SOCAP14 CONTENT TEAM
Many hours of effort went into bringing you this content,
not only from the official SOCAP Content Team, but also
by leaders who gave their time to corral speakers and
work with us as we juggled schedules and harassed them
about deadlines. In addition to overall content generation
and oversight from Kevin Jones and Elizabeth Krueger, our
content areas were orchestrated by:
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Senior Content Associate Lindsay Norcott curated our
impact investing content, as well as our Resilience theme.
Learn more about Lindsay on the SOCAP team page. She
was assisted by Nathan Entrekin, who works on various
impact investing and social enterprise efforts, and came to
SOCAP through the Frontier Market Scouts program. On
the Real Assets segment of the Impact Investing theme,
Lindsay was assisted by Emily Simone.
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Returning to SOCAP this year, Tim Soerens
led both the Meaning and Place-Based
Innovation themes. Tim is the co-founding
director of the Parish Collective, a faith-
based social enterprise that convenes
leaders for holistic renewal rooted in
particular neighborhoods while also
linking collaboratively across the city. He is
a co-founding adviser of the Impact Hub Seattle and this
year’s “meaning” curator for SOCAP. Tim was assisted by
Kate Hanford, who worked remotely from Uganda while
supporting Unreasonable East Africa’s program, and came
to SOCAP as a Frontier Market Scout.
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Rebecca Powers led curation of the Financial Inclusion
theme. She joined SOCAP from the Frontier Market
Scouts program, bringing a background in financial literacy
and working in the State of California with financially
marginalized populations.
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Sarah Stamatiou Nichols led curation of
both Food Systems and Sharing Economy
themes. Sarah was a co-founder of
Impact Hub Vienna and has been active
in the global Impact Hub network. She
also co-led the Entrepreneur program for
SOCAP14. Sarah was assisted by Srdana
Pokrajac, who joined the SOCAP team
from Presidio Graduate School, where she is pursuing a
Masters in Public Administration.
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Darla Brewer led the curation of the Health theme. She
joined SOCAP from the Frontier Market Scouts program,
bringing a background in healthcare systems, including
having assisted with the rollout of the Affordable Care Act
in New Mexico.
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Douglas Martin and Mia Lauter organized the SOCAP
Open sessions, with Mia in the behind-the-scenes role
during the submissions and voting, and Douglas taking
on the communications, preparation, and logistics at the
conference, once Mia switched to full-time volunteer
coordinator. Douglas has previously volunteered at
SOCAP.
SOCAP14 / CONFERENCE GUIDE 30
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SOCAP14 / CONFERENCE GUIDE 32
WEDNESDAY BREAKOUT BY ROOM
Meaning Stage Money Stage Cowell Theater Golden Gate Southside Theater BATS Theater Firehouse Fleet Room C260 Marina C205 C210
10:45


100 Resilient Cities


Impact Investing Gets Spicy


Impact Investing in 2014:
the State of the Field

Building a New Economy:
How Does Love Fit In?

Health: It’s Where You Live!


What’s Actually Involved in
Scaling Impact?


Building Blocks: Green
Real Estate and Community
Development


Financial Services Innovation
and Decision Making


Impact and Land-based
Real Assets 101: the Easiest
Way to Add Impact to Your
Portfolio


Chicken vs. Egg: Resilient
People or Resilient Systems?

From Philanthropy to
Pay-for-Success: Using
the Right Capital at the
Right Time


Urban Impact: How Startups
are Changing the Cities We
Live In
12:00


Breaking Good: Creating
Second Chances for
America’s Most Overlooked
Talent Pool


The Growth, Impact, and
Pitfalls of Sustainable
Agriculture


The Prevention Paradox:
Tackling Barriers to Health
and Wellness


From a Venture Perspective:
What is a Win in Impact
Investing?


Real Prosperity Starts Here


Real Assets for Community
Development: Impact
Investing at Scale, Today


The Nature of Investing

First in Flight: the Challenge
of Scaling Inventions


What Does It Mean to Be
“Investment-Ready”?

Growing Great Governance in
Social Ventures


For-Profit? Non-Profit?
Hybrid? How to Make the
Choice and Live with It.


The Invisible Market of Aging
1:10
1:00 PM / LUNCH
Impact Hub @ SOCAP
What’s Next for
Financial Inclusion?
Pitch Sessions, Live!
1:00 PM / LUNCH
Impact Hub @ SOCAP
2:20


Delivering Health


The Complex Anatomy of
Social Impact Bonds


Spent: Looking for Change


Tales from the Table:
Real Stories from Impact
Investors Doing Deals


Investment Readiness:
How Grants can Procure
Expertise that Enables
Investable Markets


Accelerating Use of a
Gender Lens in Impact
Investing


Investing in the Margins


Investing without Exits

How David Sells to Goliath:
Connecting Small Farms with
Large Buyers

Global Health and Innovation
around Sanitation

Weaving Impact: How Strong
Internal Leaders Create the
Fabric of Social Enterprise

Hey “Fish Lady,” is there
REALLY Such a Thing as
Sustainable Aquaculture?
3:30


Private Capital, Public
Good: Why Smart Federal
Policy is Urgent and Good


Health and Medical Care in
the Palm of your Hand: the
mHealth Revolution


Access and Equity in the
Sharing Economy


New Prosperity Models:
Designing US Financial
Inclusion Products and
Services


What Detroit and Liverpool
are Doing Right: the
Power of Local Ecosystem
Investing


Innovation Ecosystems in
Emerging Markets


A Tale of Two Cities: How
Portland is Striving toward
Equitable Opportunity for
All Residents


The "Rogue Seed" Stage
of Investment

Millennials and Meaning:
Investing in the Next
Generation of Global Leaders


Pathways to Scaling Impact


Sustainable Fisheries, Due
Diligence and You
4:30
BREAK / Impact Hub @ SOCAP
Be sure to stop by for some FeedGood grilled cheese and a Make a Stand Lemon-aid!
5:00


Vibrant Communities
as an Outcome of a
Robust Economy


It’s Heating Up in the
Kitchen: the Current State
of the Investment Market
for Food & Agriculture


New Models of
Underwriting: Can They
Further Financial Inclusion
Reach?


Are You Building
Regenerative Economies
and Businesses, or Just
Saying You Are?


Fun with Failure!


Impact Syndication:
Financing by Nuns,
Families, Foundations, and
Multinational Corporations

Health and Technology: Going
the Distance and Doing More
with Technology


Transformative Networking:
Connecting for a Change


Indigenous Approaches to
Investing in Resilience


Future of Work
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
33 SESSIONS
WEDNESDAY BREAKOUT BY ROOM
Meaning Stage Money Stage Cowell Theater Golden Gate Southside Theater BATS Theater Firehouse Fleet Room C260 Marina C205 C210
10:45


100 Resilient Cities


Impact Investing Gets Spicy


Impact Investing in 2014:
the State of the Field

Building a New Economy:
How Does Love Fit In?

Health: It’s Where You Live!


What’s Actually Involved in
Scaling Impact?


Building Blocks: Green
Real Estate and Community
Development


Financial Services Innovation
and Decision Making


Impact and Land-based
Real Assets 101: the Easiest
Way to Add Impact to Your
Portfolio


Chicken vs. Egg: Resilient
People or Resilient Systems?

From Philanthropy to
Pay-for-Success: Using
the Right Capital at the
Right Time


Urban Impact: How Startups
are Changing the Cities We
Live In
12:00


Breaking Good: Creating
Second Chances for
America’s Most Overlooked
Talent Pool


The Growth, Impact, and
Pitfalls of Sustainable
Agriculture


The Prevention Paradox:
Tackling Barriers to Health
and Wellness


From a Venture Perspective:
What is a Win in Impact
Investing?


Real Prosperity Starts Here


Real Assets for Community
Development: Impact
Investing at Scale, Today


The Nature of Investing

First in Flight: the Challenge
of Scaling Inventions


What Does It Mean to Be
“Investment-Ready”?

Growing Great Governance in
Social Ventures


For-Profit? Non-Profit?
Hybrid? How to Make the
Choice and Live with It.


The Invisible Market of Aging
1:10
1:00 PM / LUNCH
Impact Hub @ SOCAP
What’s Next for
Financial Inclusion?
Pitch Sessions, Live!
1:00 PM / LUNCH
Impact Hub @ SOCAP
2:20


Delivering Health


The Complex Anatomy of
Social Impact Bonds


Spent: Looking for Change


Tales from the Table:
Real Stories from Impact
Investors Doing Deals


Investment Readiness:
How Grants can Procure
Expertise that Enables
Investable Markets


Accelerating Use of a
Gender Lens in Impact
Investing


Investing in the Margins


Investing without Exits

How David Sells to Goliath:
Connecting Small Farms with
Large Buyers

Global Health and Innovation
around Sanitation

Weaving Impact: How Strong
Internal Leaders Create the
Fabric of Social Enterprise

Hey “Fish Lady,” is there
REALLY Such a Thing as
Sustainable Aquaculture?
3:30


Private Capital, Public
Good: Why Smart Federal
Policy is Urgent and Good


Health and Medical Care in
the Palm of your Hand: the
mHealth Revolution


Access and Equity in the
Sharing Economy


New Prosperity Models:
Designing US Financial
Inclusion Products and
Services


What Detroit and Liverpool
are Doing Right: the
Power of Local Ecosystem
Investing


Innovation Ecosystems in
Emerging Markets


A Tale of Two Cities: How
Portland is Striving toward
Equitable Opportunity for
All Residents


The "Rogue Seed" Stage
of Investment

Millennials and Meaning:
Investing in the Next
Generation of Global Leaders


Pathways to Scaling Impact


Sustainable Fisheries, Due
Diligence and You
4:30
BREAK / Impact Hub @ SOCAP
Be sure to stop by for some FeedGood grilled cheese and a Make a Stand Lemon-aid!
5:00


Vibrant Communities
as an Outcome of a
Robust Economy


It’s Heating Up in the
Kitchen: the Current State
of the Investment Market
for Food & Agriculture


New Models of
Underwriting: Can They
Further Financial Inclusion
Reach?


Are You Building
Regenerative Economies
and Businesses, or Just
Saying You Are?


Fun with Failure!


Impact Syndication:
Financing by Nuns,
Families, Foundations, and
Multinational Corporations

Health and Technology: Going
the Distance and Doing More
with Technology


Transformative Networking:
Connecting for a Change


Indigenous Approaches to
Investing in Resilience


Future of Work
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
FI NANCIAL
I NCLUSI ON
SOCAP14 Theme I cons
RESI LI ENCE
HEALTH
MEANI NG
PLACE-BASED
I NNOVATI ON
I MPACT
I NVESTI NG
OPEN
SHARI NG
ECONOMY
WI LDCARD
FOOD
SYSTEMS
SOCAP14 / CONFERENCE GUIDE 34
THURSDAY AND FRIDAY BREAKOUT BY ROOM
Meaning Stage Money Stage Cowell Theater Golden Gate Southside Theater BATS Theater Firehouse Fleet Room C260 Marina C205 C210
10:45


Investing in the Sharing
Economy: Equity and
Ownership


The Rise of Gender
Capitalism


Funding Health: It’s an
Inside and an Outside Job

Sustainable Supply Chains
and Agricultural Finance in
the Developing World


Exploiting the Dark Art
for Social Good: Building
a National Movement of
Impact Investors


Resilience Investing
Informed by Global Data


All Together: Awakening the
Heart of the Entrepreneur


Peer Workshop: Becoming
a Multilingual Leader


Rebuilding to Remain:
Village-Centered Design &
Crowd-Funded Mortgages
in Palestine


Real Asset Impact Investing:
Two Big Deals

Social Credit: Using
Relationships and Trust to
Underwrite Financial Capital

Putting Humans Before
Capital: Innovative
Investments in Education
12:15


Social Innovation:
Inspiration & Perspiration

Pay-for-Success in
Developing Countries:
a Case Study of
Education in India


Major Wealth Platforms in
Impact


For Better Returns, Look for
the Women


Collaborative R&D:
Engineering New Hardware-
Based Solutions for the BoP
(Workshop at 1:30 in Fleet Room)


A Place for Digital
Currencies in Financial
Inclusion


All That Glitters is Not
Gold: Mining the Core of
Transformative Impact
of Financial Inclusion


continued

Food Finance: Solving the
Problem of Food Deserts
with Public and Private
Capital

Strengthening Community
Solutions and Local Capacity


From One to One Billion:
Last-Mile Strategies for
Scaling Access to Energy


The Meaningful Game:
the Power of Soccer as
a Tool for Sustainable
Social Change
1:30 1:15 PM / LUNCH
Impact Hub @ SOCAP
Vodafone Americas
Mobile Fast Pitch
Collaborative R&D
Innovation Workshop



continued
1:15 PM / LUNCH
Impact Hub @ SOCAP
2:45


Scaling the Progression
of Financial Inclusion
with Large Institutional
Facilitative Support


Impact Employer:
Two Ways to Have
an Impact


To Go Far, Go Together:
Harnessing Cross-Sectoral
Partnerships to Scale
Social Impact


Investing in Breakthrough:
Corporate Venture Capital


Community Capital and
Alternative Finance in the
Sharing Economy


Not Your Mother’s Non-
Profit: Leveraging Fiscal
Sponsorship in an Impact-
Focused World


Ecosystems for Community
Entrepreneurship
 


Growing Entrepreneurship
in the Local Food System:
Helping Early Stage Food
Startups Thrive


Harnessing the Power of
the LGBT Marketplace
and Social Capital to Drive
Positive Change

Emerging Markets
Entrepreneurs: Live and
Investment Ready

Reject the System:
Disruptive Giving?
4:00


Powering Africa Beyond
the Grid


The Evolution of
Conservation Finance

The Path to Scale through
Mission-Aligned Sales:
Plum Organics and
Campbell Soup Company


A Recipe for Catalyzing
New Markets: How an
Ecosystem Approach is
Scaling a Movement


Impact Investing:
Value Creation or Value
Extraction?


Putting Money to Work


When the Community IS
the Crowd: Place-Based
Crowdfunding

Investing for Impact in the
Public Markets


Amplify Your Impact by
Engaging a Non-Traditional
Workforce


continued


Let’s Play Ball! Youth Sports
as a Solution to Health
Challenges Facing Kids in
America
8:30


Bringing it Home:
Place-Based Innovation
in the Bay


Durable over Disposable:
Sustainable Product Design
in the Sharing Economy
 


Food and Technology:
How Does Technological
Innovation Foster
Sustainability?


How Human-Centered
Design (HCD) is Shaping
Financial Product and
Service Development


The Access to Internet
Ecosystem
(Workshop at 9:45 in Fleet Room)


The Untapped Potential of
Diaspora Populations  


Replicating Coffee: How the
Impact Sector Transformed
an Entire Industry
 


New Theorem: Money + Job
Inclusion = Better Health


The L3C: the Perfect
Business Form for the
Multi-stakeholder
Social Venture?


Open Source Housing
for Good
9:45

Feeding 10 Billion on a
Finite Planet: Investor
Risks and Opportunities


Too Big Not to Help:
Financial Industry Players
Making a Difference


Measuring the Impact of
the Sharing Economy


Getting to the Heart of
the Bay Area’s Financial
Ecosystem


Divest-Invest: Committing
to a New Energy Economy


100% Value-Aligned
Portfolios
 


Cross-Subsidization: a
Sustainable Model for
Financing Health and
Medical Care for the Poor


The Access to Internet
Ecosystem: Innovation
Workshop


Diversity in the Social Sector

Platforms, Funds, and
Products: Innovations across
Canada’s Impact Investing
Landscape
11:00


Increasing Mainstream
Awareness to Social
Finance through Employee
Engagement


Startup Climate:
Harnessing Climate
Change Data to Ignite
Entrepreneurial Innovation


Rwanda: Rebuilding
through Social Enterprise

What Does Spirit Have
to Do with Finance?


The Reinvention of
Mentoring: Activating Our
Community’s Wisdom

Mental Health: Are We
Ready for the Epidemic?

Community Health Workers:
Reaching the Underserved
with Some Help from the
Community


continued


Multipurpose Prevention
Technologies: Impact
Investing for Global
Reproductive Health


The Making of Impact
Hub Oakland: Love is
the Bottom Line
12:00 LUNCH / Impact Hub @ SOCAP LUNCH / Impact Hub @ SOCAP
SESSIONS 35
THURSDAY AND FRIDAY BREAKOUT BY ROOM
Meaning Stage Money Stage Cowell Theater Golden Gate Southside Theater BATS Theater Firehouse Fleet Room C260 Marina C205 C210
10:45


Investing in the Sharing
Economy: Equity and
Ownership


The Rise of Gender
Capitalism


Funding Health: It’s an
Inside and an Outside Job

Sustainable Supply Chains
and Agricultural Finance in
the Developing World


Exploiting the Dark Art
for Social Good: Building
a National Movement of
Impact Investors


Resilience Investing
Informed by Global Data


All Together: Awakening the
Heart of the Entrepreneur


Peer Workshop: Becoming
a Multilingual Leader


Rebuilding to Remain:
Village-Centered Design &
Crowd-Funded Mortgages
in Palestine


Real Asset Impact Investing:
Two Big Deals

Social Credit: Using
Relationships and Trust to
Underwrite Financial Capital

Putting Humans Before
Capital: Innovative
Investments in Education
12:15


Social Innovation:
Inspiration & Perspiration

Pay-for-Success in
Developing Countries:
a Case Study of
Education in India


Major Wealth Platforms in
Impact


For Better Returns, Look for
the Women


Collaborative R&D:
Engineering New Hardware-
Based Solutions for the BoP
(Workshop at 1:30 in Fleet Room)


A Place for Digital
Currencies in Financial
Inclusion


All That Glitters is Not
Gold: Mining the Core of
Transformative Impact
of Financial Inclusion


continued

Food Finance: Solving the
Problem of Food Deserts
with Public and Private
Capital

Strengthening Community
Solutions and Local Capacity


From One to One Billion:
Last-Mile Strategies for
Scaling Access to Energy


The Meaningful Game:
the Power of Soccer as
a Tool for Sustainable
Social Change
1:30 1:15 PM / LUNCH
Impact Hub @ SOCAP
Vodafone Americas
Mobile Fast Pitch
Collaborative R&D
Innovation Workshop



continued
1:15 PM / LUNCH
Impact Hub @ SOCAP
2:45


Scaling the Progression
of Financial Inclusion
with Large Institutional
Facilitative Support


Impact Employer:
Two Ways to Have
an Impact


To Go Far, Go Together:
Harnessing Cross-Sectoral
Partnerships to Scale
Social Impact


Investing in Breakthrough:
Corporate Venture Capital


Community Capital and
Alternative Finance in the
Sharing Economy


Not Your Mother’s Non-
Profit: Leveraging Fiscal
Sponsorship in an Impact-
Focused World


Ecosystems for Community
Entrepreneurship
 


Growing Entrepreneurship
in the Local Food System:
Helping Early Stage Food
Startups Thrive


Harnessing the Power of
the LGBT Marketplace
and Social Capital to Drive
Positive Change

Emerging Markets
Entrepreneurs: Live and
Investment Ready

Reject the System:
Disruptive Giving?
4:00


Powering Africa Beyond
the Grid


The Evolution of
Conservation Finance

The Path to Scale through
Mission-Aligned Sales:
Plum Organics and
Campbell Soup Company


A Recipe for Catalyzing
New Markets: How an
Ecosystem Approach is
Scaling a Movement


Impact Investing:
Value Creation or Value
Extraction?


Putting Money to Work


When the Community IS
the Crowd: Place-Based
Crowdfunding

Investing for Impact in the
Public Markets


Amplify Your Impact by
Engaging a Non-Traditional
Workforce


continued


Let’s Play Ball! Youth Sports
as a Solution to Health
Challenges Facing Kids in
America
8:30


Bringing it Home:
Place-Based Innovation
in the Bay


Durable over Disposable:
Sustainable Product Design
in the Sharing Economy
 


Food and Technology:
How Does Technological
Innovation Foster
Sustainability?


How Human-Centered
Design (HCD) is Shaping
Financial Product and
Service Development


The Access to Internet
Ecosystem
(Workshop at 9:45 in Fleet Room)


The Untapped Potential of
Diaspora Populations  


Replicating Coffee: How the
Impact Sector Transformed
an Entire Industry
 


New Theorem: Money + Job
Inclusion = Better Health


The L3C: the Perfect
Business Form for the
Multi-stakeholder
Social Venture?


Open Source Housing
for Good
9:45

Feeding 10 Billion on a
Finite Planet: Investor
Risks and Opportunities


Too Big Not to Help:
Financial Industry Players
Making a Difference


Measuring the Impact of
the Sharing Economy


Getting to the Heart of
the Bay Area’s Financial
Ecosystem


Divest-Invest: Committing
to a New Energy Economy


100% Value-Aligned
Portfolios
 


Cross-Subsidization: a
Sustainable Model for
Financing Health and
Medical Care for the Poor


The Access to Internet
Ecosystem: Innovation
Workshop


Diversity in the Social Sector

Platforms, Funds, and
Products: Innovations across
Canada’s Impact Investing
Landscape
11:00


Increasing Mainstream
Awareness to Social
Finance through Employee
Engagement


Startup Climate:
Harnessing Climate
Change Data to Ignite
Entrepreneurial Innovation


Rwanda: Rebuilding
through Social Enterprise

What Does Spirit Have
to Do with Finance?


The Reinvention of
Mentoring: Activating Our
Community’s Wisdom

Mental Health: Are We
Ready for the Epidemic?

Community Health Workers:
Reaching the Underserved
with Some Help from the
Community


continued


Multipurpose Prevention
Technologies: Impact
Investing for Global
Reproductive Health


The Making of Impact
Hub Oakland: Love is
the Bottom Line
12:00 LUNCH / Impact Hub @ SOCAP LUNCH / Impact Hub @ SOCAP
SOCAP14 / CONFERENCE GUIDE 36
8:30 AM
SPECIAL PROGRAM
REGISTRATION OPENS
Registration Desk
BREAKFAST FOR
SPECIAL PROGRAM PARTICIPANTS
Impact Hub @ SOCAP
9:00 AM
IMPACT ACCELERATOR
Fleet Room
The Impact Accelerator is specifically designed
for social entrepreneurs, to amplify the benefit
they receive from SOCAP and connect them
with a network of peers and mentors that will
extend beyond the conference.
9:30 AM
LATAM @ SOCAP
Firehouse
Agora Partnerships is bringing the voice of the
Latin American impact ecosystem to SOCAP14.
The program for the day includes entrepreneur
pitches and deal discussions, allowing investors
and entrepreneurs to get to know each other
in an intimate setting. These sessions are by
invitation only.
10:00 AM
ACCELERATE THE ACCELERATORS
C260
This year, the teams at the Global Social Benefit
Institute (GSBI
®
), SOCAP, and the Impact
Accelerator Network have worked together to
bring you a new offering specifically tailored
to serve Accelerator Leaders. We have shifted
our focus to leaders of impact accelerators to
do a deep dive into your unique opportunities,
challenges, and best practices.
3:00 PM
GETTING THE MOST FROM YOUR
SOCAP EXPERIENCE
60 minute session / Golden Gate
COHORT MEETUPS
60 minute session / Impact Hub @ SOCAP
Check in with the Impact Hub Host to find out
where various geographic and other groups are
gathering at this time.
4:30 PM
BUILDING THE IMPACT ECOSYSTEM: THE
PARTNERSHIP BETWEEN INVESTORS
AND ENTREPRENEURS
60 minute session / Golden Gate
50 years ago, venture capitalists
and entrepreneurs joined together
in Silicon Valley to build a culture of
innovation and wealth creation. The ethos of
these pioneers was based on disrupting, not
protecting, the status quo. In Latin America,
entrepreneurs are emerging with a similar
mission, but with a focus on creating positive
social and environmental impact. We invite you
to a dynamic discussion featuring Silicon Valley
venture capitalist and philanthropist William
Draper.
Ana Barrera / Aflore
William Draper / Draper Richards Kaplan
Foundation
Nancy Lee / Inter-American Development
Bank
Emily Stone / Maya Mountain Cacao
5:30 PM
OPENING NIGHT PARTY
Outside the Impact Hub @ SOCAP
Join us for a mobile San Francisco tradition —
Off the Grid food truck feast and live music.
T
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2

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SESSIONS 37
7:30 AM / BREAKFAST
Impact Hub @ SOCAP
8:30 AM / PLENARY SESSION
Meaning Stage (simulcast on Money Stage)
WELCOME
Kevin Jones / SOCAP
RECOGNIZING A CATALYTIC PARTNER –
HALLORAN FOUNDATION
Tim Freundlich / SOCAP
Rosa Lee Harden / SOCAP
Kevin Jones / SOCAP
INNOVATIONS IN FINANCE FOR SOCIAL
IMPACT
Judith Rodin / The Rockefeller Foundation
MULTILINGUAL LEADERSHIP = IGNITION
Cathy Clark / CASE at Duke
Ben Thornley / ICAP Partners
THAT WAS THEN, THIS IS NOW.
OMG, HERE’S TOMORROW!
Shirlee Sharkey / Saint Elizabeth
OBSERVATIONS FROM THE FIELD
Antony Bugg-Levine / Nonprofit Finance
Fund
Willy Foote / Root Capital
Judy Wicks / White Dog Cafe & Business
Alliance for Local Living Economies (BALLE)
PRIVATE CAPITAL, PUBLIC GOOD: AN
UPDATE ON THE US NATIONAL ADVISORY
BOARD ON IMPACT INVESTING
Matt Bannick / Omidyar Network
Penelope Douglas / Mission Hub LLC
A STORY
Ed Edmo / Wisdom Elder
10:30 AM / BREAK
Impact Hub @ SOCAP
10:45 AM / PARALLEL SESSIONS
100 RESILIENT CITIES
60 minute session / Meaning Stage
Approximately 50% of the world’s
population lives in cities; estimates
project that by 2050 this will increase
to 75%. Cities face more frequent and intense
natural and manmade threats. These trends
indicate that cities need to think and act
differently. 100 Resilient Cities — an initiative
of the Rockefeller Foundation — is supporting
cities to help them adopt innovative approaches
to build resilience and maintain vibrant urban
communities, including three cities right here in
the Bay Area.
Amy Armstrong / 100 Resilient Cities
Fred Blackwell / The San Francisco
Foundation
Patrick Otellini / City and County of
San Francisco
Jason Payne / Palantir Technologies
IMPACT INVESTING GETS SPICY
60 minute session / Money Stage
Join us for a panel
showcasing one of the fastest
growing impact investing
ecosystems in the world: México. Did you know
that already 35% of venture capital invested
in México is impact investing? The topics we
will be covering include hard data about the
sector, why big companies like FEMSA are so
interested in impact investing and why this is
a great moment to consider impact investing
in México. We welcome you to learn a bit more
about the Méxican moment.
Mark Beam / Halloran Philanthropies
Rafael de la Guía / Omidyar Network
Javier Lozano / Clínicas del Azúcar
Montse Mora / Spectron Desarrollo, S.C.
Dr. Andrés Röemer / Mexican General
Consul in San Francisco
Francisco Suárez / FEMSA
W
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3

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SOCAP14 / CONFERENCE GUIDE 38
W
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3

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IMPACT INVESTING IN 2014: THE STATE
OF THE FIELD
60 minute session / Cowell Theater
As impact investing continues to attract
a larger and more diverse audience,
Fran Seegull and Julia Sze will address
the state of the field. Their scope includes key
driving forces that create investment opportunity
for financial, social, and environmental return; an
overview of the landscape of players; key myths,
successes, opportunities, and barriers to scale;
as well as an industry outlook. The session is
designed for those new to impact investing as
well as those more experienced in the practice.
Fran Seegull / ImpactAssets
Julia Sze / Sonen Capital
BUILDING A NEW ECONOMY: HOW DOES
LOVE FIT IN?
60 minute session / Golden Gate
Building the case for a more
compassionate, sustainable, and place-
based economy, Judy Wicks describes
the value of investing in businesses that grow
deeper in their communities to build local self-
reliance and resilience, as well as greater health
and happiness. With examples from her own
career, she shows how cooperation, sharing,
and making business decisions with a balance
of head and heart are necessary to address the
urgent challenges of our time.
Judy Wicks / White Dog Cafe & Business
Alliance for Local Living Economies (BALLE)
HEALTH: IT’S WHERE YOU LIVE
60 minute session / Southside Theater

Your postal code affects your health
more than your genetic code. People
in different neighborhoods, states,
and countries can have vastly different life
expectancies and health outcomes … with
similar access to health care. Violence, access
to clean water, educational and employment
opportunities all affect health outcomes.
Understanding these “social determinants of
health” can lead to innovation and opportunities,
and these panelists will help point the way.
Kristin Gilliss / The Mulago Foundation
Stephanie Mercier / Corporation for
Supportive Housing
Michael Murphy / MASS Design Group
Alexandra Quinn / Health Leads
Charles Ransford / Cure Violence
Michael E. Rhein / Institute for Public Health
Innovation
WHAT’S ACTUALLY INVOLVED IN
SCALING IMPACT?
60 minute session / BATS Theater
How could we improve upon positive
social impact? By having more of it!
How can an organization scale up its
impact without having to scale itself? What must
funders do and look for in order to have the
most impact “bang for the buck”? Hear from a
variety of stakeholders as we define scale in
practical terms, explain scale-readiness, and
discuss specific and practical scale strategies,
models, and examples of organizations that
have succeeded.
Greg Coussa / International Centre for
Social Franchising
Thane Kreiner / Global Social Benefit
Institute (GSBI) at Santa Clara University
Julie McBride / Population Services
International (PSI)
Kevin Starr / The Mulago Foundation
BUILDING BLOCKS: GREEN REAL ESTATE
AND COMMUNITY DEVELOPMENT
60 minute session / Firehouse
Solving two challenges with one
building, leading real estate investors
are forging innovative green building
projects that dramatically reduce impact on the
environment and can also improve quality of
life for underserved communities. Learn more
about these real asset investments, with major
potential for positive change, from some of the
most forward-thinking sector leaders.
Drew Ades / Housing Partnership Network
Matt Edlen / Gerding Edlen
Douglas Lawrence / 5 Stone Green Capital
Cynthia Muller / Arabella Advisors
Jonathan Rose / Jonathan Rose Companies
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FINANCIAL SERVICES INNOVATION AND
DECISION MAKING
60 minute session / Fleet Room

Impact is always difficult to assess, but
it’s especially so with financial products
because of a lack of standard metrics
and effective measurement tools. Financial
services innovators and thinkers discuss how
to effectively measure success in underserved
communities. Hear how these panelists measure
their own work, how to build a more cohesive
impact performance system, and how data
actually impacts their decision-making.
Saurabh Narain / National Community
Investment Fund (NCIF)
Arjan Schütte / Core Innovation Capital
Jennifer Tescher / CFSI
Raul Vazquez / Progreso Financiero
IMPACT AND LAND-BASED REAL ASSETS
101: THE EASIEST WAY TO ADD IMPACT
TO YOUR PORTFOLIO
60 minute session / C260
Real assets provide an opportunity
to replace existing investments with
high-impact options. This session will
examine the global private real assets space
and discuss how land-based sectors (i.e., timber,
ranching, and agriculture) advance sustainability
and conservation goals. We will present real
world examples of these current investment
vehicles and discuss appropriate considerations
for adding them to your portfolio.
Kent Gilges / Conservation Forestry
Robert Keith / Beartooth Capital
Justina Lai / Sonen Capital
Chris Larson / New Island Capital
CHICKEN VS. EGG – RESILIENT PEOPLE
OR RESILIENT SYSTEMS?
60 minute session / Marina
Just as insights from psychology and
biology are illuminating markers of
resilience in individuals, more and more
businesses and social enterprises are looking
to create and support systems that allow people
and communities to respond to adversity in
healthy ways. How does individual resilience
bridge to community resilience and vice versa?
This panel discussion explores resilience
science and systems thinking to illuminate
practical top-down and bottoms-up approaches
that support human flourishing: for individuals,
and at scale.
Janxin Leu / HopeLab
Robert Ricigliano / University of Wisconsin–
Milwaukee
Dana Van Gorder / Project Inform
Monica Worline / Vervago
FROM PHILANTHROPY TO PAY-FOR-
SUCCESS: USING THE RIGHT CAPITAL AT
THE RIGHT TIME
60 minute session / C205
How do philanthropy and
philanthropic equity in early
stage organizations, or before
a period of growth in mature organizations,
enable a different type of capital absorption at
a later stage? We’ll look at the success of the
Center for Employment Opportunities (CEO)
— a member of the REDF venture philanthropy
portfolio — as a case study. We’ll also examine
the use of philanthropy to leverage impact
investing and examples of an integrated capital
approach to financing social sector impact.
Bill Heiser / Center for Employment
Opportunities (CEO)
Carla Javits / REDF
Dana Pancrazi / F.B. Heron Foundation
Nicole Simoneaux / REDF
URBAN IMPACT: HOW STARTUPS ARE
CHANGING THE CITIES WE LIVE IN
60 minute session / C210

The world is urbanizing rapidly,
yet many urban problems are
getting worse. How does one
launch a startup to improve city living? How can
the regulatory and legislative challenges that
come with launching an urban impact company
be overcome? Come to hear case studies from
entrepreneurs who are developing scalable
consumer products and services that solve
some of our most pressing urban challenges.
Clara Brenner / Tumml
Rose Broome / HandUp
Andrea Funsten / Tumml
Daniel Miller / Fundrise
Molly Turner / Airbnb
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11:45 AM / BREAK
Impact Hub @ SOCAP
12:00 PM / PARALLEL SESSIONS
BREAKING GOOD: CREATING SECOND
CHANCES FOR AMERICA’S MOST
OVERLOOKED TALENT POOL
60 minute session / Meaning Stage
We’re all ex-somethings. What if we
asked ourselves, “What would it be
like if I was only known for the worst
thing I’ve done?” Moved by empathy, we’d
recognize people for who they are today and
not for the mistakes they made yesterday.
Millions with criminal histories would unlock
their potential. Defy Ventures is a NYC-based
entrepreneurship, employment, and character
training program that recognizes that many
former drug dealers and gang leaders can
become successful, legal entrepreneurs.
Jamel Graham / Defy Ventures
Catherine Hoke (Rohr) / Defy Ventures
Coss Marte / Defy Ventures
Lasyah Palmer / Defy Ventures
THE GROWTH, IMPACT, AND PITFALLS OF
SUSTAINABLE AGRICULTURE
60 minute session / Money Stage
With social, environmental, and
economic impact, potential to scale,
and a real asset to anchor the
investment, sustainable agriculture seems like
a clear choice for impact investors. However,
there are many complex questions just below
the surface. Which has greater impact: organic
or local? sustainable or non GMO? small
or big? How is the landscape of agriculture
changing? Who is already investing, and in
which opportunities? Understand these issues
before making your next sustainable agriculture
investment.
Dave Chen / Equilibrium Capital
Rob Hurlbut / Equilibrium Capital
Kellee James / Mercaris
Craig Wichner / Farmland LP
THE PREVENTION PARADOX: TACKLING
BARRIERS TO HEALTH AND WELLNESS
60 minute session / Cowell Theater
The model for US health and medical
care has been “sick care”: managing
and treating diagnosed illnesses rather
than supporting individuals in maintaining
healthy lifestyles. Funding and financial
incentives built around treatment of chronic
diseases constrain medical resources that could
support prevention approaches before the onset
of these conditions. How can we both create
effective behavior-changing interventions that
support health and wellness AND shift the
system to have these tools valued, deployed,
and paid for?
Lance Henderson / Zamzee
Margaret Laws / California HealthCare
Foundation (CHCF)
Dean Ornish, MD / Preventive Medicine
Research Institute
Dr. Cameron Sepah / Omada Health
FROM A VENTURE PERSPECTIVE: WHAT
IS A WIN IN IMPACT INVESTING?
60 minute session / Golden Gate
For more than a decade, impact
investors have been putting capital
to work to generate both social and
financial returns. As the industry grows — even
though identifying “winners” is still a challenge
— it is attracting venture capital investors. Join
this panel of VC investors who are committed
to impact for a discussion on whether there are
winners, what the wins look like, why we haven’t
seen more of them, and how actors in this
space can bridge the gap to success.
Lara Druyan / SRI Ventures
John Fullerton / Capital Institute
Hal Kruth / Factor(E) Ventures
Mark Straub / Khosla Impact
Scott Wu / Development Innovation Ventures
at USAID
REAL PROSPERITY STARTS HERE
60 minute session / Southside Theater

This spring, 230 people who own
30% of the world’s financial stock
came together in London to explore
a path to “inclusive capitalism”. They were well
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intentioned, but their ideas for change were
shockingly few. Luckily, local communities have
been creating a checkerboard of solutions,
increasingly backed by data, that illuminate the
path to real prosperity for all. These steps aren’t
top down, but if we all joined in and invested, we
could build an economy that works for everyone.
Michelle Long / Business Alliance for Local
Living Economies (BALLE)
REAL ASSETS FOR COMMUNITY
DEVELOPMENT: IMPACT INVESTING AT
SCALE, TODAY
60 minute session / BATS Theater
With a growing pool of investors
seeking impact, affordable housing
and community development offer
scaled and integrated solutions to address
critical housing, health, education and
economic challenges facing low-income
communities. These well-established sectors
have been investing for decades in strong
social enterprises that demonstrate excellent
performance and transformative impact.
Explore existing investment opportunities in the
community development sector — including a
multi-family housing social venture Real Estate
Investment Trust (REIT) — that can generate
triple bottom line returns at scale to social
investors.
Matt Franklin / MidPen Housing Corporation
Dana Pancrazi / F.B. Heron Foundation
Rebecca Regan / Housing Partnership
Network
Debra Schwartz / MacArthur Foundation
THE NATURE OF INVESTING
60 minute session / Firehouse
There is vast potential to
create more coherent and
regenerative economic activity
by examining the ways in which nature creates
robust and resilient ecosystems. Investments
can be designed with a “whole system,” bio-
mimicry approach that creates processes and
products that support the health of the whole.
This approach highlights the role that local
connection and local engagement play as
essential components of any healthy system.
Katherine Collins / Honeybee Capital
Shaun Paul / Reinventure Capital
Greg Wendt / StakeHolders Capital
FIRST IN FLIGHT: THE CHALLENGE OF
SCALING INVENTIONS
60 minute session / Fleet Room
As scientists, engineers, inventors,
and innovators strive to develop
technological solutions to pressing
global challenges, the elusive step remains:
transforming research into products with
market potential delivered via self-sustaining
ventures. Coming at this challenge from many
perspectives — the scientist, the entrepreneur,
and the investor — panelists will share
successful strategies for getting inventions out
of the lab and into the hands of the individuals
and communities their products are designed
to benefit.
Tricia Compas-Markman / DayOne
Response, Inc.
Janine Elliott / NCIIA
Victoria Fram / Village Capital
Abby Sarmac / The Lemelson Foundation
Rob Weiss / D-Rev
WHAT DOES IT MEAN TO BE
“INVESTMENT-READY”?
60 minute session / C260
Social entrepreneurs require capital
to create impact, and impact investors
with capital are looking for investment
ready deals. But how can investment readiness
be measured and understood by both
entrepreneurs and investors? The Capability
Assessment Matrix (CAM) is a benchmarking
tool for social enterprises, designed to guide
and measure where an enterprise is along the
continuum of conception to implementation,
which also helps inform how investors evaluate
if a social enterprise is investment ready.
Tevis Howard / Komaza
Lisa Kleissner / KL Felicitas Foundation
Thane Kreiner / Global Social Benefit
Institute (GSBI) at Santa Clara University
Andy Lieberman / Global Social Benefit
Institute (GSBI) at Santa Clara University
Vineet Rai / Intellecap
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GROWING GREAT GOVERNANCE IN
SOCIAL VENTURES
60 minute session / Marina
Board members are expected to
exercise fiduciary responsibility toward
the institutions that they govern.
But what does this mean for social ventures?
How do we exercise fiduciary responsibility in
situations that could potentially require a trade-
off between financial performance and social
impact? What best practices are emerging? This
panel looks at how we build capacity to address
the complex challenges of governing institutions
that are focused on achieving both social impact
and financial goals.
Julie Abrams / Impact Investment Analytics
Brian Cayce / Gray Ghost Ventures
Jeffrey Hom / Omidyar Network
Beau Seil / Unitus Impact
FOR-PROFIT? NON-PROFIT? HYBRID?
HOW TO MAKE THE CHOICE AND LIVE
WITH IT.
60 minute session / C205
Join this honest conversation
about corporate structure
and its implications for
funding, access, partnership, and more. Ayesha
Khanna — founder of the Points of Light Civic
Accelerator — will moderate and attorney
Jeff Woodward — of Taylor English — will
provide legal and tax insights in this “real-talk”
dialogue of the ups and downs of legal and
tax structures. The founders of early stage
organizations — AltrUHelp and Benevolent —
will share insights about their organizations’
structures in this interactive session.
Megan Kashner / Benevolent
Ayesha Khanna / Points of Light Civic
Incubator
Antoinne Machal-Cajigas / AltrUHelp
Brandon Whitney / ioby
Jeff Woodward / Taylor English
THE INVISIBLE MARKET OF AGING
60 minute session / C210

Old age isn’t what it used to be. The
baby boom is now the aging boom,
with 8,000 boomers a day turning
65, and living longer, healthier, more active
lives. This has implications for work, housing,
health care, transportation, and technology.
The aging market is huge and growing
quickly, with important implications for social
entrepreneurship. What are the basics you need
to know about the older demographic?
Laura Darling / Episcopal Senior
Communities
Margaret Dyer-Chamberlain / Stanford
Center on Longevity
Marc Freedman / Encore
1:00 PM / LUNCH
Impact Hub @ SOCAP
1:10 PM
WHAT’S NEXT FOR FINANCIAL
INCLUSION? PITCH SESSIONS, LIVE!
60 minute session / Golden Gate
Join Village Capital, the eBay
Foundation, along with SOURCE
initiative partners Hitachi Foundation
and Investor’s Circle, to learn about what’s next
in Financial Inclusion. Over lunch that will be
served in the session room, entrepreneurs with
technology innovations that increase access to
financial services for underserved populations
worldwide will be making short pitches.
Pierce Alizadeh / RiskAutomation
Ross Baird / Village Capital
Nikita Brodskiy / SavedPlus
Francisco Cervera / eMoneyPool
Renata Hron Gomez / Hitachi Foundation
Rakaan Kayali / Bashar and Fadia’s Financing
Damon Magniusky / PeopleHedge
Niketa Malhotra / Pulse Savings
Bonny Moellenbrock / Investors’ Circle
Jerry Nemorin / LendStreet
Jim Sorenson / Sorenson Global Impact
Investing Center
Vincent Turner / Planwise
Julie Vennewitz-Pierce / eBay Foundation
Sebastian Villareal / LendSquare
Ben Weiss / Moneyworks
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2:20 PM / PARALLEL SESSIONS
DELIVERING HEALTH
60 minute session / Meaning Stage
A collaborative group of global actors
is working to transform traditional
definitions of “healthcare,” as well
as where, by whom, and how it is provided
and paid. Shifting from a focus on providing
sick care to the promotion of health; from a
system centered on disease management to
one rooted in prevention, community wellness,
comprehensive treatment, and resilience. This
panel will highlight the impact of both individual
efforts and the potential of the collective.
Gary Cohen / Health Care Without Harm
Kimberly Dasher Tripp / Strategy for Scale
Amy Lockwood / UCSF Global Health
Sciences
Jean Nudelman / Kaiser Permanente
Rebecca Onie / Health Leads
Cassia Van Der Hoof Holstein / Partners
In Health
THE COMPLEX ANATOMY OF SOCIAL
IMPACT BONDS
60 minute session / Money Stage
In the past year, multiple social impact
bonds have been launched. The initial
deals have been time-consuming,
complex, and highly customized. There is hope,
however, for a streamlined, repeatable process
that will bring creative financing and scale to
organizations with proven impact. Dive into
a discussion of the toughest challenges and
pivotal turning points so far, as well as the
innovations and best practices that will lead to
more efficient dealmaking.
Gary Graves / Santa Clara County
Bill Heiser / Center for Employment
Opportunities
Eileen Neely / Living Cities
Amy Olson / Ropes & Gray LLP
Andrea Phillips / The Goldman Sachs
Group, Inc.
Caroline Whistler / Third Sector Capital
Partners
SPENT: LOOKING FOR CHANGE
60 minute session / Cowell Theater
The United States financial system
is failing the needs of millions of
Americans. Yet, where there is failure
lies opportunity. This film will give you a first-
hand glimpse of the lives of America’s financially
underserved, and the organizations and people
who are working to change this. Later, join us
in the domestic track, New Prosperity Models,
to see first-hand how some organizations are
successfully filling the space outside of the
formal financial systems.
Neal Sample / American Express
TALES FROM THE TABLE: REAL STORIES
FROM IMPACT INVESTORS DOING DEALS
60 minute session / Golden Gate
Identify an inspiring entrepreneur,
support a compelling business, see the
positive impact of your assets — these
are reasons to become an impact investor.
However, there are as many kinds of impact
investors as there are business ideas and the
dance between investors and entrepreneurs can
be frustrating for both sides. These early stage
investors will have a frank discussion about
their varied approaches to investing for impact
and their own evolution as investors.
Kesha Cash / Impact America Fund
Christie George / New Media Ventures
Taryn Goodman / The Nature Conservancy
Kristin Hull / Nia Global Solutions
Andy Lower / ADAP Capital LLC
INVESTMENT READINESS: HOW GRANTS
CAN PROCURE EXPERTISE THAT
ENABLES INVESTABLE MARKETS
60 minute session / Southside Theater
This session will look at interventions
from the UK and Australia, where
grants are used to help social
enterprises pay for specialist investment
readiness business support to scale up their
operations and impact. A recent Boston
Consulting Group evaluation of the UK Cabinet
Office’s £10m Investment and Contract
Readiness Fund has demonstrated how
approximately £800,000 in targeted grants has
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helped eight ventures win deals of almost £35
million, representing a factor of 20x multiple.
Seb Elsworth / The SIB Group
Bessi Graham / The Difference Incubator
Claire Michelet / UK Cabinet Office
Vinay Nair / The SIB Group
Adam Spence / MaRS Centre for Impact
Investing
ACCELERATING USE OF A GENDER LENS
IN IMPACT INVESTING
60 minute session / BATS Theater
Gender lens investing incorporates
analysis of gendered dynamics to
better execute a financial, social,
or blended investment thesis. While gender-
based approaches permeate development and
philanthropy, the application remains nascent
and uneven in impact investing. As a field, how
do we accelerate gender-mainstreaming best
practices across diverse missions, functions,
industries, etc.? Join investors, fund-managers,
field-builders, and ground-level experts to
discuss what it will take for sophisticated
gender-based approaches to amplify the impact
of this market.
Katherine Collins / Honeybee Capital
Jenny Everett / Aspen Network of
Development Entrepreneurs
Willy Foote / Root Capital
Jennifer John / Gender Lens Capital
Jennifer Tweddell / Global Alliance for
Clean Cookstoves
INVESTING IN THE MARGINS
60 minute session / Firehouse

How can investment break the
cycle of poverty that some urban
neighborhoods have experienced
for generations? What are the cutting-edge
strategies for working with residents of
underserved neighborhoods? What are the roles
of capital, time, mentorship, and access? Join
this rich discussion to hear inspiring stories of
what is working, to discern the challenges that
might surprise you, and to meet colleagues
dedicated to investing in holistic renewal and
localized capacity.
Emile Cambry Jr. / Blue 1647
Ivan Gonzalez / Christian Community
Development Association (CCDA)
Catherine Hoke (Rohr) / Defy Ventures
Jimmy Lee / Goodcity
Leigh Phillips / City and County of
San Francisco
INVESTING WITHOUT EXITS
60 minute session / Fleet Room
Early stage impact investors now face a
market that has few acquisitions, fewer
I POs, and is filled with entrepreneurs
who liken selling their companies to selling
out. How can investors earn a reasonable (or
market rate) return? This workshop will share
the investment structure used by Fledge —
the conscious-company accelerator — as a
framework for discussing and sharing our ideas
for investing in a world without exits.
“Luni” Libes / Fledge
HOW DAVID SELLS TO GOLIATH:
CONNECTING SMALL FARMS WITH
LARGE BUYERS
60 minute session / C260

Across the US, small farms
and social entrepreneurs
are organizing food hubs to
efficiently distribute source-identified farm
products to regional markets. Engage with
leading-edge entrepreneurs and experts to
discuss the nationwide growth and development
of food hubs, the social impact they deliver, the
risks they face, and the innovative investment
approaches.
Kate Danaher / RSF Social Finance
John Fisk / Wallace Center at Winrock
International
Thomas Nelson / Capay Valley Farm Shop
Aaron Perry / SOURCE Local Foods
GLOBAL HEALTH AND INNOVATION
AROUND SANITATION
60 minute session / Marina
2.5 billion people worldwide live
without access to toilets, forcing them
to defecate in the open. In India alone,
100,000 tons of human excrement is left out
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in the open every day, spreading fatal diseases.
Organizations in Haiti, Africa, and India bring
solutions to sanitation that reduce illness
while providing value-added solutions to global
problems. Come get the scoop on how these
innovative organizations are improving access to
toilets while creating fertilizer and energy.
Becky Auerbach / Sanergy
Sanjay Banka / Banka Bioloo
Allyson Burns / Case Foundation
Anoop Jain / Humanure Power
Sasha Kramer / SOIL
Sebastien Tilmans / Resource Sanitation
WEAVING IMPACT: HOW STRONG
INTERNAL LEADERS CREATE THE FABRIC
OF SOCIAL ENTERPRISE
60 minute session / C205

We often celebrate the role of the
visionary founder in building a social
enterprise. Less frequently, we
recognize those who play internal leadership
roles and help make big ideas succeed by
building both operational infrastructure and
strong teams. In conjunction with the Impact
Weavers Award, this panel will explore the role
these individuals play in building successful
organizations, discovering best practices,
acquiring battle scars, and what to look for
when seeking such partners.
Lindsey Engh / Impact Hub Seattle
Shivani Ganguly / Friday Consulting
Sal Giambanco / Omidyar Network
Mary Voelbel / Upwardly Global
HEY “FISH LADY,” IS THERE REALLY
SUCH A THING AS SUSTAINABLE
AQUACULTURE?
60 minute session / C210

Aquaculture is the world’s
fastest-growing food industry,
but it remains mysterious —
think tilapia and razed mangroves. Impressions
of aquaculture remain mired in what the industry
once was. Cheryl Dahle wants to introduce
investors, change agents, and seafood lovers
to the entrepreneurs and the innovative models
that are reinventing aquaculture, from fish farm-
to-plate, and helping to feed the world.
Yemi Amu / Oko Farms
Cheryl Dahle / Future of Fish
Norman McCowan / Bell Aquaculture
Øistein Thorsen / Benchmark Sustainability
Science
3:20 PM / BREAK
Impact Hub @ SOCAP
3:30 PM / PARALLEL SESSIONS
PRIVATE CAPITAL, PUBLIC GOOD: WHY
SMART FEDERAL POLICY IS URGENT
AND GOOD
60 minute session / Meaning Stage
Engage with leaders of the US
National Advisory Board (NAB) on
Impact Investing as they discuss the
recommendations from their seminal report on
the future of impact investing. How can policy
help unleash new capital, talent, and energy for
social, economic, and environmental good? How
can we work together to foster impact investing
across the country and worldwide? What are the
implications of the US report on the G7 Social
Impact Task Force?
Matt Bannick / Omidyar Network
Dave Chen / Equilibrium Capital
Maya Chorengal / Elevar Equity
John Goldstein / Imprint Capital
HEALTH AND MEDICAL CARE IN THE
PALM OF YOUR HAND: THE MHEALTH
REVOLUTION
60 minute session / Money Stage
Streaming videos that teach Hispanics
in Spanish how to access ACA
insurance; cell phones that diagnose
malaria or ovarian cancer in African Villages
and provide data to public health officials
and insurance companies through the cloud;
subsidies for lower income patients calculated
and paid to clinics instantly at the point of
service. These are just some of the exciting
mHealth solutions impact investors are bringing
to the market in the developed and developing
world alike.
Michael Brownrigg / Total Impact Advisors
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Abner Mason / ConsejoSano
Amit Safir / MobileOCT
Onno Schellekens / Investment Fund for
Health in Africa
ACCESS AND EQUITY IN THE SHARING
ECONOMY
60 minute session / Cowell Theater
The sharing economy holds the
promise of a new, distributed, and
community-driven economic model.
However, in order to fulfill this promise, we
need to ensure that the sharing economy is
not replicating old power systems, but building
responsible marketplaces. How do we ensure
that fair and equal access are at the foundation
of this new market system? How do we make
sharing platforms inclusive of and empowering
for all communities?
Andrea Armeni / Transform Finance
Douglas Atkin / Airbnb
Cheryl Contee / Fission Strategy
Nikki Silvestri / Green for All
Tabreez Verjee / Uprising
NEW PROSPERITY MODELS: DESIGNING
US FINANCIAL INCLUSION PRODUCTS
AND SERVICES
60 minute session / Golden Gate

A significant challenge to financial
inclusion is in designing competitive
products and services that meet
customer needs. US products that intersperse
incentives, credit repair, and access to
immediate cash while simultaneously
encouraging savings are essential. Learn
how organizations have examined consumer
behavior and needs to create products that
bridge the gap to formal financial participation,
using techniques such as prize-linked savings,
loan pools, just-in-time financial education,
alternative underwriting models, and payday
lending alternatives.
Francisco Cervera / eMoneyPool
Rob Levy / PayPerks
Ben Mangan / EARN
Leslie Payne / LendUp
Kat Taylor / Beneficial State Bank
WHAT DETROIT AND LIVERPOOL ARE
DOING RIGHT: THE POWER OF LOCAL
ECOSYSTEM INVESTING
60 minute session / Southside Theater
In the most vulnerable
communities there is still
potential to create new
economic and social opportunities, not only
through large scale revitalization efforts but also
by leveraging local investment. Focusing on two
current examples — the Liverpool City Region
Impact Fund (UK) and Empowerment Plan from
Detroit’s emerging social enterprise sector
— this session will be a conversation among
entrepreneurs, investors, and funders on how to
attract local early stage capital for systemically
marginalized populations.
Jim Bildner / Draper Richards Kaplan
Foundation
Chris Dadson / The SIB Group
Val Jones / Social Enterprise North West
Veronika Scott / The Empowerment Plan
Arnetta Smith / The Empowerment Plan
INNOVATION ECOSYSTEMS IN
EMERGING MARKETS
60 minute session / BATS Theater
The success of emerging
market entrepreneurs
depends on an ecosystem
of investors, donors, accelerators, consultants,
fellow entrepreneurs, and more. This network of
support, so critical to developing a pipeline of
impact ventures, is actively being developed by
organizations on the ground in Asia and Africa.
Panelists with deep understandings of regional
assets and challenges will discuss the gaps
that still need to be filled to prevent great social
ventures from falling through the cracks.
Shalaka Joshi / Toniic
William Poole / Unitus Seed Fund
Aditi Shrivastava / Intellecap
Lina Sonne / Okapi Research and Advisory
Ritu Verma / Ankur Capital
SESSIONS 47
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A TALE OF TWO CITIES: HOW PORTLAND
IS STRIVING TOWARD EQUITABLE
OPPORTUNITY FOR ALL RESIDENTS
60 minute session / Firehouse

While Portland, Oregon’s quality of life
is nationally recognized, it remains
out of reach for many Portlanders.
Gentrification has moved poverty to the
periphery, we have a widening prosperity gap,
and pervasive inequities affect communities of
color. A panel of national and local community
leaders will discuss how Portland is addressing
these challenges with innovative partnerships in
neighborhoods and among the entrepreneurial
and workforce ecosystems.
Kimberly Branam / Portland Development
Commission
Rey Espana / Native American Youth and
Family Center
Jenny Glass / The Rosewood Initiative
Duncan Hwang / Asian Pacific American
Network of Oregon
Joe McFerrin II / Portland Opportunities
Industrialization Center
THE “ROGUE SEED” STAGE OF
INVESTMENT
60 minute session / Fleet Room

The pioneer gap has yet to be
filled. How might we invest
in early stage non-profits,
for-profits, and everything in between in a
way that truly aligns incentives for investors
with entrepreneurs? Together we deconstruct
and reconstruct the seed stage investment
agreement. We will hack into several unique
impact investment offerings and possibly create
something new together.
Megan Christenson / Points of Light Civic
Accelerator
Victoria Fram / Village Capital
Alex Neckles / Impact Assets
MILLENNIALS AND MEANING: INVESTING
IN THE NEXT GENERATION OF GLOBAL
LEADERS
60 minute session / C260

More than 50% of millennials would
take a pay cut to find work that
matches their values. This is not the
“me, me, me generation” but a generation that
wants to work with purpose. A focus on creating
skill-development initiatives, especially for
youth living in developing countries, is critical
to catalyzing change. This panel will explore
how to engage this new talent pipeline, support
millennial entrepreneurs, and invest in the next
generation of global leaders.
Andrea Davila / Echoing Green
Cesar Gonzalez / StartingBloc
Marti Grimminck / International Connector
Adam Smiley Poswolsky / Author,
The Quarter-Life Breakthrough
PATHWAYS TO SCALING IMPACT
60 minute session / Marina

Over the past couple of
decades, social entrepreneurs
have developed a growing
catalog of effective programs and practices.
They have demonstrated the ability to
successfully replicate these processes,
reaching thousands or even millions of people.
Despite this progress, however, even the most
impressive programs rarely reach more than a
fraction of the population in need. It is time to
marry the separate bursts of program innovation
with financial innovation to create scalable
solutions to meet our most pressing social
problems.
Paul Carttar / The Bridgespan Group
Michael Etzel / The Bridgespan Group
Shazeen Virani / The Bridgespan Group
SUSTAINABLE FISHERIES, DUE
DILIGENCE, AND YOU
60 minute session / C210
Ever wonder what it is like to be
an impact investor, invest with a
syndicate, and perform due diligence
on investment opportunities in sustainable
fisheries or aquaculture? Join us as we
put you in the spotlight and run through an
experiential workshop that is guaranteed to
be thought-provoking, illuminating, and maybe
even addictive! Investors, entrepreneurs, and
intermediaries welcome.
Monica Jain / Manta Consulting
Lisa Kleissner/ KL Felicitas Foundation
SOCAP14 / CONFERENCE GUIDE 48
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4:30 PM / BREAK
Impact Hub @ SOCAP
Be sure to stop by for some FeelGood grilled
cheese and a Make a Stand Lemon-aid!
5:00 PM / PARALLEL SESSIONS
VIBRANT COMMUNITIES AS AN
OUTCOME OF A ROBUST ECONOMY
60 minute session / Meaning Stage
What is the purpose of our economy?
In this panel we will talk to exceptional
practitioners who are working with
our communities to build agency that results
in vibrancy. We will discuss: designing for
community ownership and governance in impact
investment; supporting anchor businesses as
community development morality; and justice
and the role of community organizing.
Andrea Armeni / Transform Finance
Jose Corona / Inner City Advisors
Lisa Sharon Harper / Sojourners
Steve Wright / Resilience Exchange
IT’S HEATING UP IN THE KITCHEN: THE
CURRENT STATE OF THE INVESTMENT
MARKET FOR FOOD & AGRICULTURE
60 minute session / Money Theater
In 2013, 26 new
private funds
focusing on food
& agriculture investing were launched, and
investment in the sector grew 33% from 2012.
Is food & agriculture investing just the hot, new
trend or is there real opportunity to transform
our food system? Is there an opportunity to
make venture-style returns? What does the
emergence of mainstream investors mean to the
sector? This session will delve into the current
state of the sector and answer these questions
and more.
Taryn Goodman / The Nature Conservancy
Danielle Gould / Food+Tech Connect
Samir Kaul / Khosla Ventures
Ali Partovi / Angel Investor
NEW MODELS OF UNDERWRITING:
CAN THEY FURTHER FINANCIAL
INCLUSION REACH?
60 minute session / Cowell Theater

What do social media, mobile phones,
and psychometrics have in common?
These are just a few new models of
credit assessment in the world of alternative
underwriting. The use of alternative data and
analytics have sparked major institutional
interest where working models showcase a
reduction in risk and delivery costs of financially
inclusive products while improving traditionally
slim margins. This session will explore these
models, their impact, and the potential
disruption to traditional underwriting and
scoring models.
DJ DiDonna / Entrepreneurial Finance Lab
(EFL)
Jenny Everett / First Access
Angela Granger / Experian
Ajay Rajani / Inventure
ARE YOU BUILDING REGENERATIVE
ECONOMIES AND BUSINESSES, OR JUST
SAYING YOU ARE?
60 minute session / Golden Gate
As evidenced by the predominance
of “greenwashing,” individuals and
organizations can be tempted to
rename their current work by the buzzwords
of new trends or ideas, without real reflection.
Even mission-driven businesses and leaders
are susceptible, which matters because it slows
real change and allows dumbing down and co-
opting of new pathways to responsible business.
Discover the core criteria of regeneration and
its application to economic development and
business from two established leaders in this
field.
John Fullerton / Capital Institute
Carol Sanford / The Responsible
Entrepreneur Institute
SESSIONS 49
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FUN WITH FAILURE!
60 minute session / Southside Theater
A session of failure tales. Four
entrepreneurs will share in 10 images
(40 seconds each) their failure: what
was their original business idea? What went
wrong? What did they learn? What would they
have done differently? This is followed by a
Q&A session with the audience. This movement
to share failure stories was born in Mexico City
and now has reached 37 cities in 12 countries.
Karla Breceda / El Buen Socio
Kevin Jones / SOCAP
Ben Powell / Agora Partnerships
Andrés Roemer / Poder Cívico
IMPACT SYNDICATION: FINANCING BY
NUNS, FAMILIES, FOUNDATIONS, AND
MULTINATIONAL CORPORATIONS
60 minute session / BATS Theater
Diverse groups of impact-oriented
capital sources are being brought
together to structure creative
solutions that mitigate key risks while also
delivering attractive, commercial rates of
return. This session highlights three impact
deals that provided financing to Clean Fund
and to M-KOPA Solar, and created the Barak
Sustainable Trade Finance Fund. These
transactions bring together the world’s biggest
foundation, one of its largest insurance
companies, a group of Franciscan nuns, several
family foundations, and individual investors.
John Goldstein / Imprint Capital
Brent Kessel / Abacus Wealth Management
John Kinney / Clean Fund
Prieur du Plessis / Barak Fund Management
Miljana Vujosevic / Prudential Financial, Inc.
HEALTH AND TECHNOLOGY: GOING
THE DISTANCE AND DOING MORE WITH
TECHNOLOGY
60 minute session / Firehouse
Reaching the underserved is foremost
in the thinking about innovation in
Global Health. Technology has proven
to be a valuable tool, whether it is reminding
people to take their medication, tracking data,
or connecting people to the nearest doctor or
clinic. mHealth and other technologies can only
grow in partnering with health and medical care
professionals in solving health problems. How
can we make the most of technology, and what’s
next in technology to complement services?
Mainul Islam / Medic Mobile
Amy Lockwood / UCSF Global Health
Sciences
Shelley Saxena / Sevamob
Garrett Spiegel / D-Rev
Matt Theis / Dimagi
TRANSFORMATIVE NETWORKING:
CONNECTING FOR A CHANGE
60 minute session / Fleet Room
Let’s face it, “networking”
is a drag. We leave with
heaps of business cards and
few genuine connections. In this interactive
workshop we will uncover meaningful ways
of connecting with others, more for who they
are rather than what they do. You will leave
this workshop with a greater understanding of
yourself and with connections than you have
ever experienced before.
Michael Williams / MOSAIC International
INDIGENOUS APPROACHES TO
INVESTING IN RESILIENCE
60 minute session / C260
Indigenous peoples worldwide have
been pursuing resilient practices
for centuries, well before the recent
climate-related interest in resilience. This panel
will share perspectives on private investment
and business practices by and with indigenous
peoples, informed by traditional wisdom and
innovating for a rapidly changing world. Topics
include competitive investments in undervalued
markets, award-winning business strategies,
and business solutions that build resilience in
indigenous communities and territories. These
practices and principles are applicable to all.
Donna Morton / Principium
Shaun Paul / Reinventure Capital
Michael Roberts / First Nations Development
Institute
Cris Stainbrook / Indian Land Tenure
Foundation
SOCAP14 / CONFERENCE GUIDE 50
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FUTURE OF WORK
60 minute session / Marina
“Work” looks much different than
it did just a few years ago. In the
new economy, people are looking
for work that is meaningful, offers flexibility,
autonomy, creativity, and connection. People
are experiencing both a change in how they
define work, and finding that their needs
around insurance, health and medical care,
and workspace look fundamentally different
from their former 9 to 5 jobs. This panel will
explore our changing definitions and desires
around work, and explore what new services are
needed.
Emily Castor / Lyft
Denise Cheng / MIT Center for Civic Media
Hinnerk Hansen / Impact Hub
Timothy Nichols / Impact Hub Bay Area
Sam Witherbee / Peers
6:10 PM / PLENARY SESSION
Meaning Stage (simulcast on Money Stage)
WHEN LIFE GIVES YOU LEMONS,
CHANGE THE WORLD!
Vivienne Harr / Make a Stand
CHANGING THE FACE OF TECH
Van Jones / #YesWeCode
7:20 PM / MOVIE
Southside Theater
RISE OF THE ECO-WARRIORS —
EVERY INDIVIDUAL MATTERS.
EVERY ACTION COUNTS.
SESSIONS 51
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7:30 AM / BREAKFAST
Impact Hub @ SOCAP
8:30 AM / PLENARY SESSION
Meaning Stage (simulcast on Money Stage)
IMPACT UNCENSORED: A
CONVERSATION WITH LEILA JANAH
Leila Janah / Samasource
Kevin Jones / SOCAP
FAST PITCHES BY GRATITUDE AWARDS
FINALISTS
Randy Haykin / The Gratitude Network
Lynley Sides / The Gratitude Network
MAKE YOURSELF INVALUABLE, NOT
IRREPLACEABLE
Betsy Beaumon / Benetech
Penelope Douglas / Mission Hub LLC
Jim Fruchterman / Benetech
REDUCING COSTS AND TRANSFORMING
LIVES FOR THE FINANCIALLY
UNDERSERVED
Kevin Jones / SOCAP
Dan Schulman / American Express
HOW SOCIAL FUNDING IS CHANGING
THE ROLE OF FINANCIAL GATEKEEPERS,
FOR GOOD
Danae Ringelmann / Indiegogo
A STORY
Ed Edmo / Wisdom Elder
10:30 AM / BREAK
Impact Hub @ SOCAP
10:45 AM / PARALLEL SESSIONS
INVESTING IN THE SHARING ECONOMY:
EQUITY AND OWNERSHIP
60 minute session / Meaning Stage
People are using sharing platforms
for everything from homes and cars
to tools and time, with asset owners
operating autonomously, through sharing
platform companies experiencing tremendous
growth. But what does an investor exit look like
when companies do not own the very assets
that create value? How do different ownership
structures influence the investment model? This
panel will explore the nuances and tensions of
growing and scaling a company built on shared
value.
Lisa Gansky / The Mesh
Mike Jackson / The Westly Group
Janelle Orsi / Sustainable Economies Law
Center
Arun Sundararajan / NYU Stern School
of Business
Adam Werbach / yerdle
THE RISE OF GENDER CAPITALISM
60 minute session / Money Stage
From seed-stage investors to the
world’s largest banks, the word is out:
women entrepreneurs are seeking
capital, companies with gender-inclusive
practices are prospering, and understanding
the consumer preferences of women is key
to business growth. The evolving investment
landscape now holds enough examples to bear
out the thesis that a gender lens highlights
opportunities and assists in risk avoidance. Join
us to discuss the challenges, opportunities, and
innovations created by this mega-trend.
Ross Baird / Village Capital
Patience Marime-Ball / International Finance
Corporation
Jenn Pryce / The Calvert Foundation
Jackie VanderBrug / U.S. Trust, Bank of
America
SOCAP14 / CONFERENCE GUIDE 52
FUNDING HEALTH: IT’S AN INSIDE AND
AN OUTSIDE JOB
60 minute session / Cowell Theater

Inside- and outside-the-
box thinking are needed to
fund health in the global
market and in the US. How can we convince
mainstream investment firms and funders that
health can be profitable while accomplishing
social good? The key is evidence. A variety of
funders and thought leaders discuss investing
in health both in the US and around the globe.
How is the case being built that funding health
is both profitable and “good”?
Rick Brush / HICCup
David Erickson / Federal Reserve Bank
Brian Prater / Low Income Investment Fund
(LIIF)
John Simon / Total Impact Advisors
Jenny Yip / Gates Foundation
SUSTAINABLE SUPPLY CHAINS AND
AGRICULTURAL FINANCE IN THE
DEVELOPING WORLD
60 minute session / Golden Gate

Globally, 2.5 billion people are involved
in full- or part-time smallholder
agriculture, the majority living in rural
developing areas. Challenges such as long-
term under-investment in agriculture, lack of
access to financial markets, and climate change
lead to market failure, impeding on smallholder
productivity, financial returns, and livelihoods.
This panel will explore how social impact
investments into durable and resilient supply
chains can lower the cost of access to capital
and can grow rural prosperity.
Thomas Carroll / Initiative for Smallholder
Finance
Jorge Cuevas / Sustainable Harvest
Frederick Kellett / Aga Khan Foundation
U.S.A.
Benjamin Schmerler / Root Capital
Emily Tucker / TaroWorks
EXPLOITING THE DARK ART FOR
SOCIAL GOOD: BUILDING A NATIONAL
MOVEMENT OF IMPACT INVESTORS
60 minute session / Southside Theater
To date, the impact investing
movement has focused its attention on
foundations, institutional investors, and
high net worth individuals — those who control
the majority of wealth in the capital markets.
What about Main Street? The promise of impact
investing is a universal reshaping of investor
behavior regardless of wealth. Join us for a
discussion about the importance of building an
inclusive impact investing movement; and the
experiments, tools, and tactics that can make it
real.
Patrick Davis / The Calvert Foundation
Amy Hartzler / Free Range Studios
Katie Smith / Katie Smith Inc
RESILIENCE INVESTING INFORMED BY
GLOBAL DATA
60 minute session / BATS Theater
How can businesses and the public
sector prioritize investments for a more
efficient response to the immediate
global challenges ahead? Leading organizations
are investing for the future of vulnerable
populations in both rural and urban areas,
and data tools are key to effectively building
resilience and successfully implementing
adaptation solutions. Learn more about the
ways that investing for resilience is informed,
challenged, and improved by global data.
Eric Cesal / Architecture for Humanity
Joyce Coffee / Notre Dame Global Adaptation
Index
Manasee Desai / Innovations for Poverty
Action
Evan Gill / Aga Khan Development Network
Aditi Shrivastava / Intellecap
ALL TOGETHER: AWAKENING THE HEART
OF THE ENTREPRENEUR
60 minute session / Firehouse
As Albert Einstein said, “We cannot
solve our problems with the same
thinking we used when we created
them,” and we definitely can’t build a new
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SESSIONS 53
economy without tapping into a deeper level
of our humanity. New systems conditions
require new leadership capacities. We may
be living in uncertain times, but one truth has
emerged as an organizing principle for this era:
interdependence. We are in this together.
Jakada Imani / Pacific School of Religion
Dacher Keltner / UC Berkeley
Michelle Long / Business Alliance for Local
Living Economies (BALLE)
Konda Mason / Impact Hub Oakland
PEER WORKSHOP: BECOMING A
MULTILINGUAL LEADER
120 minute session / Fleet Room
As business and finance become
more collaborative (anchored in
greater transparency, attention to
constituency, and with an outcome-based
orientation), the Impact Investing 2.0 project
found that “multilingual leadership” will become
an essential approach for individuals and
organizations to master. In this first-of-its-kind
workshop, attendees will participate in hands-
on activities to introduce the cross-sector skills
for success in impact investing and social
entrepreneurship. An exceptional group of
“coaches” has been assembled to work in small
groups with participants who pre-registered on
Pathable.
Cathy Clark / CASE at Duke
Jed Emerson / ImpactAssets
Ben Thornley / ICAP Partners
REBUILDING TO REMAIN: VILLAGE-
CENTERED DESIGN & CROWD-FUNDED
MORTGAGES IN PALESTINE
60 minute session / C260
This panel tells the inspiring
story of Al Aqaba, a
Palestinian village that is
building its future despite demolition orders
issued against 97% of its buildings. After years
of destruction — including homes, mosques,
medical clinics, and even kindergartens — the
village successfully petitioned for Israeli military
training to stop in their village. They then
went through an incredible period of growth,
assembling a village council, forming their own
credit union, and creating affordable homes
through revolving mortgage loans.
Arik Ascherman / Rabbis for Human Rights
Donna Baranski-Walker / Rebuilding
Alliance
Steve Coyle / National Charrette Institute
Haj Sami Sadeq / Mayor of Al Aqaba village,
Palestine
REAL ASSET IMPACT INVESTING:
TWO BIG DEALS
60 minute session / Marina
Through a detailed examination
of two big deals, this session will
explore how exemplary conservation
finance transactions have worked (or not). The
objective will be to outline different sources of
public, private, and philanthropic capital and
their particular role in the deals. Case studies
will focus on the St. Croix and the Brule River
Forest as well as the Great Bear Rainforest,
with a discussion on common characteristics
that will help to scale and replicate these
models.
Paul Richardson / Renewal Funds
Evan Smith / The Conservation Fund
Peter Stein / The Lyme Timber Company
SOCIAL CREDIT: USING RELATIONSHIPS
AND TRUST TO UNDERWRITE FINANCIAL
CAPITAL
60 minute session / C205
Using social capital to
underwrite financial capital is
the natural sibling of social
networks, driving and monitoring businesses
such as eBay, Airbnb, and Yelp. We will explore
different ways we bring people together in
social relationships to build financial capital.
Mark Herrera / RSF Social Finance
Rachel Maxwell / Community Sourced
Capital
Jonny Price / Kiva Zip
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PUTTING HUMANS BEFORE CAPITAL:
INNOVATIVE INVESTMENTS IN
EDUCATION
60 minute session / C210
Investing in human capital is
critical for poverty alleviation
and fostering growth in
advanced economies. In this panel we will
discover how a group of global innovators
is changing the way we fund human capital
creation by introducing Income Sharing
Agreements and a true venture capitalist
approach to developing each talent. How do
you want to contribute to this global trend, and
invest in your talent and that of those around
you?
Kate Cochran / Vittana
Claudine Emeott / Kiva
Mario Ferro / Wedu Fund
11:45 AM / BREAK
Impact Hub @ SOCAP
12:15 PM / PARALLEL SESSIONS
SOCIAL INNOVATION: INSPIRATION &
PERSPIRATION
60 minute session / Meaning Stage
Thomas Edison is famously quoted as
saying that genius is 1% inspiration
and 99% perspiration. Social
innovation today is driven by new ideas but also
by the execution of those ideas. The best teams
have what it takes to innovate and execute with
great strategy, talent, mentorship, partnership,
and collaboration. This session will explore
several personal entrepreneurial experiences
from those who have been in the trenches and
emerged victorious.
Christa Gannon / FLY Program
Sajan George / Matchbook Learning
Randy Haykin / Gratitude Network
Premal Shah / Kiva
PAY-FOR-SUCCESS IN DEVELOPING
COUNTRIES: A CASE STUDY OF
EDUCATION IN INDIA
60 minute session / Money Stage
Learn how “pay-for-success”
works in addressing the social
issues affecting developing
countries. This panel will provide an insider’s
look into current pay-for-success initiatives in
international development, including the first-
ever Development Impact Bond, which focuses
on increasing school enrollment numbers
and learning outcomes for girls in India. The
panel will involve an interactive discussion and
debate on the implications of pay-for-success
for the future of social programs in developing
countries.
Antony Bugg-Levine / Nonprofit Finance
Fund
Michael Eddy / Instiglio
Safeena Husain / Educate Girls
Faith Rose / Children’s Investment Fund
Foundation
Fay Twersky / UBS Optimus Foundation
Drew von Glahn / World Bank
MAJOR WEALTH PLATFORMS IN IMPACT
60 minute session / Cowell Theater
Major wealth platforms have increased
their commitment to sustainable
investing over the past few years
through research reports, investing their own
balance sheets for social or environmental
benefit, developing proprietary sustainable
investment products, and including impact
products in their platforms. Hear directly from
financial institutions that are responding to the
interests of clients and engaging with value
creation that is social, environmental, and
financial.
Ron Cordes / AssetMark
Gary Hattem / Deutsche Bank
Hilary Irby / Morgan Stanley
Margaret Moore / Goldman Sachs
Jackie VanderBrug / U.S. Trust, Bank
of America
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FOR BETTER RETURNS, LOOK FOR THE
WOMEN
60 minute session / Golden Gate

Gender diversity in leadership teams
leads to better performance. Yet,
women-led companies consistently
get less capital. Panelists discuss the data that
documents superior results from companies
founded and led by women, and what can be
done to improve investment parity for women-
led social enterprises. Accelerate global impact
and generate better returns for investors by
addressing this gender gap.
Suzanne Biegel / ClearlySo
Gloria Feldt / Take the Lead Women
Deb Nelson / Social Venture Network
Sharon Vosmek / Astia
Ruby Yeh / Yinspire Media & Heart of
All Women
COLLABORATIVE R&D: ENGINEERING
NEW HARDWARE-BASED SOLUTIONS
FOR THE BOP
60 minute session / Southside Theater
The base of the pyramid (BoP)
represents a multi-trillion dollar a
year consumer market. As social
enterprises, local businesses, and global
corporations alike look to develop hardware-
based products that serve the needs of
BoP communities, how can they join forces,
collaborate, and learn from each other? What
support does each need in terms of financing,
R&D and prototyping facilities, logistics, and
more? And what role can the broader impact
sector play in the BoP hardware equation?
Kamau Gachigi / Gearbox
Michael Lin / Fenix International
Joe Speicher / Autodesk
Jason Spindler / I-DEV International
Janeen Uzzell / GE
A PLACE FOR DIGITAL CURRENCIES IN
FINANCIAL INCLUSION
60 minute session / BATS Theater

Though you’ve likely heard of Bitcoin
and other digital currencies, their
potential to reduce transaction costs
and support financial inclusion is yet to be fully
explored and understood. However, investors
and entrepreneurs agree that alternative
digital currencies are sparking innovation that
could have dramatic economic impact around
the world. Join us for a demystification of the
cryptocurrency phenomenon and an application
of how alternative currencies can catalyze
positive social change.
Steve Kirsch / Cointrust
Tomas Melis / Volabit
Alan Safahi / ZipZap
Arjan Schütte / Core Innovation Capital
ALL THAT GLITTERS IS NOT GOLD:
MINING THE CORE OF TRANSFORMATIVE
IMPACT OF FINANCIAL INCLUSION
60 minute session / Firehouse
Financial inclusion is often referred
to as one of the most promising
areas for unlocking the power of
entrepreneurship, BoP access, and untapped
profitable investments. However, reaching
out to women is critical to create meaningful
and transformative impact in this area. We will
explore a myriad of successful models and
newly-proposed solutions that have broken
barriers for women around the world.
Manasee Desai / Innovations for Poverty
Action
Duncan Goldie-Scot / Economist &
Entrepreneur
Rachel Lehrer / Continuum Innovation
Patience Marime-Ball / International
Finance Corporation
Will Tucker / ideas42
FOOD FINANCE: SOLVING THE PROBLEM
OF FOOD DESERTS WITH PUBLIC AND
PRIVATE CAPITAL
60 minute session / C260

Close to 30 million people in
the US have limited access
to healthy and nutritious
food because they live in areas identified as
food deserts. Food deserts are characterized
by a large low-income population and very low
presence of supermarkets and other healthy
and fresh food outlets. The panel will showcase
successful projects in the field — those that
rely on public funds as well as those that utilize
private funds — to address the problem of
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limited access to food and generate resilient
solutions.
Judith Bell / PolicyLink
Jacqueline Gjurgevich / Stockbox
Neighborhood Grocery
Oran Hesterman / Fair Food Network
Donald Hinkle-Brown / The Reinvestment
Fund (TRF)
Noelle St. Clair / UpLift Solutions
STRENGTHENING COMMUNITY
SOLUTIONS AND LOCAL CAPACITY
60 minute session / Marina
Learn how “First Nations” across
Canada and a non-native health
organization are working together
to realize solutions developed by and for
communities. The panel will highlight the
partnership approach that has been taken,
various solutions and initiatives that are
achieving results for First Nations community
members and strengthening local capacity in
health and healthcare, and the assessment
framework design to capture impact.
Lesley Larsen / Saint Elizabeth Health Care
Nadia Shahbaz / Saint Elizabeth Health Care
Adam Spence / MaRS Discovery District
FROM ONE TO ONE BILLION:
LAST-MILE STRATEGIES FOR SCALING
ACCESS TO ENERGY
60 minute session / C205
The quest to solve the
energy access problem
with innovative technology
has become sexy — myriad startups and
multinational corporations have thrown
themselves into the game, backed by private,
angel, social, foundation, and VC investors. Yet
few of these technology players are reaching
scale. We will discuss what it really takes
to solve the energy access challenge — the
right distribution partnerships, an innovative
proprietary last-mile sales channel, and effective
financing — and to truly scale access.
Niki Armacost / Arc Finance
Jonathan Ceder / BioLite
John Keane / SunnyMoney
Radhika Thakkar / Greenlight Planet
THE MEANINGFUL GAME: THE
POWER OF SOCCER AS A TOOL FOR
SUSTAINABLE SOCIAL CHANGE
60 minute session / C210
There is arguably no social
phenomenon on earth with the same
power as soccer to inspire, unite,
and connect. Soccer is the world’s favorite
sport, a global language, and a multi-billion
dollar industry. This panel features leading
innovators using the game to promote health
and education, to build resilient communities,
and to create social enterprise. It is led by
streetfootballworld, the leading global network
in the dynamic and expanding field of “soccer
for social change.”
Rob Cann / Street Soccer USA
Drew Chafetz / love.fútbol
Mike Geddes / streetfootballworld
Ben Gucciardi / Soccer Without Borders
Lisa Wrightsman / Street Soccer USA
1:15 PM / LUNCH
Impact Hub @ SOCAP
1:30 PM / PARALLEL SESSIONS
VODAFONE AMERICAS MOBILE
FAST PITCH
60 minute session / Golden Gate

For the second year in a row, Vodafone
Americas Foundation is bringing
innovation in mobile technology to
SOCAP, fueling a movement to create social
change at scale through mobile technology
solutions. Come be inspired by cutting-edge
social entrepreneurs who leverage mobile
technology, presenting innovative solutions to
some of the world’s most pressing problems.
This fast pitch session is moderated by Wes
Selke of Better Ventures.
Pavel Dostál / Remote Assistant
Gwen Floyd / Soko Enterprises
Filip Ježek / Rekola
Vít Ježek / Rekola
Daniel Novak / BlindShell
Amit Safir / MobileOCT
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Wes Selke / Better Ventures
Petr Svobodník / BlindShell
Michal Zwinger / Levebee
COLLABORATIVE R&D: ENGINEERING
HARDWARE-BASED SOLUTIONS FOR
THE BOP INNOVATION WORKSHOP
120 minute session / Fleet Room
The Collaborative R&D Innovation
Workshop focuses on developing
actionable, business-based
partnerships between global corporations,
social enterprises, impact investors, and
local businesses who are working to develop
hardware-based products and solutions for the
BoP market. Using I-DEV’s proven methodology,
this highly interactive, activity based workshop
engages senior level decision makers with on-
the-ground problem solvers to form “maximum
impact” collaboration strategies. Forge new
relationships and develop actionable initiatives,
leaving with clear steps for successful
implementation.
Patricia Chin-Sweeney / I-DEV International
Jason Spindler / I-DEV International
2:45 PM / PARALLEL SESSIONS
SCALING THE PROGRESSION OF
FINANCIAL INCLUSION WITH LARGE
INSTITUTIONAL FACILITATIVE SUPPORT
60 minute session / Meaning Stage
There is a new space growing in the
realm of financial inclusion where
technological initiatives allow for new
customer reach and spark fantastic possibilities
in financial services. It’s here that pioneering
entrepreneurs and experts have caught the eye
of financial institutions and investors. Visit us for
a discussion with members of this exciting mix
of relationships who facilitate the development
of meaningful progress in financial services
innovations.
Neal Sample / American Express
Arjan Schütte / Core Innovation Capital
Jennifer Tescher / CFSI
IMPACT EMPLOYER: TWO WAYS TO HAVE
AN IMPACT
60 minute session / Money Stage
Most impact enterprises focus on the
ways companies have an impact on
the world. Equally important is the
impact employers have on their employees and
their families. This discussion will focus on the
ways early stage companies can build inclusive
workplaces that have a positive impact on their
employees, families, and communities.
Ross Baird / Village Capital
Renata Hron Gomez / Hitachi Foundation
Freada Kapor Klein / Kapor Capital
Shauntel Poulson / NewSchools Venture
Fund
Vince Siciliano / New Resource Bank
TO GO FAR, GO TOGETHER:
HARNESSING CROSS-SECTORAL
PARTNERSHIPS TO SCALE SOCIAL
IMPACT
60 minute session / Cowell Theater
Partnerships across sectors are
evolving to better leverage the
assets and expertise of each sector
and realize the potential of impact investing.
While much of SOCAP is focused on social
entrepreneurs and impact investors, there are
vital roles for governments, corporations, and
NGOs to play in accelerating the growth of high
impact social ventures. Hear from organizations
that are actively working to broker and engage
in cross-sector partnerships to scale social
impact.
Ann Mei Chang / Mercy Corps
Jamie Gardner / SMALLIFY
Ricardo Michel / USAID, Center for
Transformational Partnerships
Doug Sabo / Visa Inc.
INVESTING IN BREAKTHROUGH:
CORPORATE VENTURE CAPITAL
60 minute session / Golden Gate
We are living through the early stages
of a market revolution — where
business leaders will need to adapt
and thrive in the face of emerging 21st century
demands. In this session, Volans will explore
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the emerging role of corporate venture capital
in scaling solutions to some of the greatest
social and environmental challenges we face.
What is the nature, purpose, and risk appetite of
this pool of capital — and how might it connect
to impact ventures who need it, and impact
investors with similar objectives?
Amanda Feldman / Volans
COMMUNITY CAPITAL AND ALTERNATIVE
FINANCE IN THE SHARING ECONOMY
60 minute session / Southside Theater
New investment models are needed
to address the financing gap for the
good economy. For many startups,
the traditional exit model is not feasible or
desirable. What alternative models for financing
are out there, and what should investors know
about these new vehicles? This panel will dive
deep into the latest trends in crowd investing,
direct public offerings (DPOs), revenue-based
financing, as well as successful investments into
co-ops, all to understand the options available
for funding startups in the new economy.
Katie Fitzgerald / CircleUp
Christie George / New Media Ventures
Michael Grossman / New Island Capital
Management
Jenny Kassan / Cutting Edge Capital
Alex Mondau / Community Sourced Capital
NOT YOUR MOTHER’S NON-PROFIT:
LEVERAGING FISCAL SPONSORSHIP IN
AN IMPACT-FOCUSED WORLD
60 minute session / BATS Theater
Once viewed as a temporary stopgap
while applying for non-profit tax
exemption, fiscal sponsorship
has emerged as powerful tool for social
entrepreneurs seeking value-added support
from the philanthropic sector. Learn the secrets
of entrepreneurs who have leveraged fiscal
sponsorship for a competitive edge in unusual
ways: the kick-starter, the backbone, the asset
protector, the coalition-builder, the grant maker,
and more. If you want philanthropic support but
don’t know how to maximize it, this session’s
for you.
Hilary Abell / Project Equity
Ryan Cabinte / Presidio Graduate School
Anthony Chang / Kitchen Table Advisors
Laura Deaton / Trust for Conservation
Innovation
Beau Perry / Premium Oceanic
Anushka Ratnayake / myAgro
ECOSYSTEMS FOR COMMUNITY
ENTREPRENEURSHIP
60 minute session / Firehouse
Community entrepreneurship — with
its commitment to place-based supply
chains, cooperation, opportunity,
and environmental innovation — contributes
solutions to many economic, social, and
environmental challenges. But how is operating
this kind of enterprise different from running a
traditional business? What unique challenges
do these “localist” entrepreneurs face? What
cross-sector coordination can strengthen the
ecosystem for these community entrepreneurs?
Join us for a conversation with BALLE Local
Economy Fellows: the pioneers of place-based,
networked entrepreneurship.
Pamela Chaloult / Business Alliance for
Local Living Economies (BALLE)
Andrea Chen / Propeller: A Force for Social
Innovation
Jamee Haley / Lowcountry Local First
D’Artagnan Scorza / Social Justice Learning
Institute
GROWING ENTREPRENEURSHIP IN THE
LOCAL FOOD SYSTEM: HELPING EARLY
STAGE FOOD STARTUPS THRIVE
60 minute session / C260
How can food startups create impact
in their local communities and beyond?
What do early stage food start-ups
need in order to thrive? What challenges do
they face and how can they best be supported?
Join a group of entrepreneurs, enablers, and
investors as they explore the success factors
in bringing local food entrepreneurship to the
next level.
Geetika Agrawal / La Cocina
Gabriel Cole / Fare Resources
Jonny Price / Kiva Zip
Harvindar Singh / Whole Foods Market
Anna Tvelova / Anda Piroshki
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HARNESSING THE POWER OF THE LGBT
MARKETPLACE AND SOCIAL CAPITAL TO
DRIVE POSITIVE CHANGE
60 minute session / Marina
Social capital, alternative funding, and
concern for the triple bottom line are
now moving beyond generalities and
into specific targeted areas and communities.
A new movement is harnessing the power and
resources of Chicago’s African American LGBT
community. They are aiming to create change
through cutting-edge social enterprise initiatives
— including sustainable city farms and medical
marijuana — and relying on innovative legal and
financial structures, including for-profit and non-
profit stakeholders, investors, and governments.
Kevin Jones / SOCAP
Danielle Kizaire-Sutton / Bronzeville Urban
Development
Marc Lane / Marc J. Lane Wealth Group
Marc Loveless / Coalition for Justice and
Respect
Kevin O’Malley / TechTalk | Studio
Charles Sutton / Bronzeville Urban
Development
EMERGING MARKETS ENTREPRENEURS:
LIVE AND INVESTMENT READY
120 minute session / C205
This session is for accredited investors
only. Sankalp — renowned for its work
with social entrepreneurs in India
and Africa — brings a cohort of entrepreneurs
seeking investment. To see the full cohort
presenting and link to entrepreneur profiles,
check the online schedule on Pathable.
Arielle Molino / Intellecap
Aditi Shrivastava / Intellecap Impact
Investment Network
REJECT THE SYSTEM: DISRUPTIVE
GIVING
60 minute session / C210
Today’s donors are faced with
a seemingly never-ending list
of worthy causes, from clean
water to leadership training. While combating
poverty, modern non-profits must navigate the
social and technological innovations that affect
their donors. How can charities remain mission-
focused while re-imagining those relationships?
Learn how DIGDEEP, UniversalGiving, and
Groundwork Opportunities (GO) are disrupting
the traditional giving model by inspiring donors
to become activists and storytellers in unique
and unprecedented ways.
Pamela Hawley / UniversalGiving
George McGraw / DIGDEEP
Bartlomiej Jan Skorupa / Groundwork
Opportunities
Eric Harr / Make a Stand
3:45 PM / BREAK
Impact Hub @ SOCAP
4:00 PM / PARALLEL SESSIONS
POWERING AFRICA BEYOND THE GRID
60 minute session / Meaning Stage
A new generation of clean, reliable
energy companies — bolstered by
innovative business models, falling
costs and rapid advances in technology —
holds great promise to leapfrog centralized
infrastructure across Africa. The Obama
Administration recently announced Beyond
the Grid — within the President’s Power Africa
initiative — and engaged private sector partners
that committed more than $1 billion in the next
five years to seed and scale distributed energy
solutions. Panelists will discuss the potential
for this unique partnership to accelerate energy
access.
Simon Desjardins / Shell Foundation
Sandhya Hegde / Khosla Impact
Graham Smith / Off.Grid:Electric
Robynn Steffen / White House Office of
Science and Technology Policy
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THE EVOLUTION OF CONSERVATION
FINANCE
60 minute session / Money Stage
Conservation finance is at a pivotal
point. There is rapidly expanding
interest in moving beyond donor-driven
models to commercial, investor-driven tools and
strategies that protect valuable natural habitats
and ecosystems. This session will explore
opportunities and trends as this market evolves,
and what it will take to attract traditional
investors and recruit new sources of capital.
Ricardo Bayon / EKO Asset Management
Partners
Eric Hallstein / The Nature Conservancy
Susan Phinney Silver / The Packard
Foundation
Peter Stein / The Lyme Timber Company
John Tobin / Credit Suisse
THE PATH TO SCALE THROUGH MISSION-
ALIGNED SALES: PLUM ORGANICS AND
CAMPBELL SOUP COMPANY
60 minute session / Cowell Theater
Plum Organics — the country’s #1
organic baby food company — was
acquired last year by Campbell Soup
Company, making it the first Certified B Corp
to be acquired by a Fortune 500. Plum became
the first wholly owned subsidiary of a publicly
traded company to be incorporated as a benefit
corporation. Come hear from both Plum and
Campbell Soup Company about how they’re
teaming up to demonstrate that scaling up
doesn’t have to mean sacrificing values.
Debra Dunn / Stanford d.school & FEED
Collaborative
Neil Grimmer / Plum Organics
Dave Stangis / Campbell Soup Company
A RECIPE FOR CATALYZING NEW
MARKETS: HOW AN ECOSYSTEM
APPROACH IS SCALING A MOVEMENT
60 minute session / Golden Gate
Many experts are now calling for an
ecosystem approach to supporting
impact enterprises. The Global Alliance
for Clean Cookstoves and its partners will share
their lessons learned from taking this approach
to create a global market for clean cookstoves
and fuels. Panelists will discuss the importance
of a sector catalyst when starting an ecosystem,
the role of the private sector from small startups
to large corporations, and the impact that
collaboration can have on market and enterprise
development.
Gary Hattem / Deutsche Bank
Radha Muthiah / Global Alliance for Clean
Cookstoves
Allison Spector / Global Impact Investing
Network (GIIN)
Michael Yaw Agyei / Man and Man Enterprise
Limited
IMPACT INVESTING: VALUE CREATION
OR VALUE EXTRACTION?
60 minute session / Southside Theater
Stakeholders are increasingly
concerned with the extraction (versus
creation) of value through impact
investing. Do we truly have a positive social
impact when an investment captures and
extracts more value from a community than it
creates for the community’s benefit? When do
investments result in a net-loss of value locally?
The panel explores examples of value creation,
ways of avoiding extraction, and metrics to
evaluate it.
Sean Ansett / Liberty & Justice
Andrea Armeni / Transform Finance
Brendan Martin / The Working World
Morgan Simon / Pi Investments
PUTTING MONEY TO WORK
60 minute session / BATS Theater
Impact Investing is evolving, and
investment options are being
developed across the spectrum of risk,
return, and impact. This session will feature a
range of opportunities in impact, discussing
the profile of that investment type, the story
behind the approach, and areas where product
infrastructure still needs to be developed as
impact expands to a broader pool of investors.
Bonny Moellenbrock / Investors’ Circle
Mark Newberg / 5 Stone Green Capital
Arjan Schütte / Core Innovation Capital
Fran Seegull / ImpactAssets
Julia Sze / Sonen Capital
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WHEN THE COMMUNITY IS THE CROWD:
PLACE-BASED CROWDFUNDING
60 minute session / Firehouse
Social media is transforming finance,
in part by ushering in the age of
crowdfunding. While the term “crowd”
conjures up anonymous masses, some of the
most innovative crowdfunding models are
taking root in communities where residents
are inspired by a sense of civic pride and a
desire to revitalize the places they call home.
This panel will explore some new place-based
crowdfunding models, as well as the impact they
have on local entrepreneurship and job growth.
Amy Cortese / Locavesting
Rachel Maxwell / Community Sourced
Capital
Chris Miller / City of Adrian, Michigan
Daniel Miller / Fundrise
Amy Pearl / Springboard Innovation and
ChangeXchange NW
Premal Shah / Kiva
Brandon Whitney / ioby
INVESTING FOR IMPACT IN THE PUBLIC
MARKETS
60 minute session / C260
This session features a panel of impact
investing experts focused on the public
markets — all seeking to own, support,
and profit from “companies of the future.” Most
impact investors have the majority of their
investment assets in publicly traded securities,
not in private debt or equity options. The panel
will address how a portfolio of public companies
can be intentionally designed for positive
impact, allowing investors to truly go “all in” for
impact.
Ron Cordes / AssetMark
Kristin Hull / Nia Global Solutions
Garvin Jabusch / Green Alpha Advisors
Gloria Nelund / TriLinc Global
Steve Schueth / First Affirmative Financial
Network
AMPLIFY YOUR IMPACT BY ENGAGING A
NON-TRADITIONAL WORKFORCE
60 minute session / Marina
An organization’s success
depends on a team of
individuals with passion and
know-how to achieve a mission. However, there
are millions of individuals worldwide who want
to work and create a positive impact, yet are
disconnected from opportunities to engage
due to poverty, homelessness, history of
incarceration, and mental illness. This panel will
discuss how leaders can multiply the impact of
their organizations by successfully hiring and
integrating individuals who are facing these
barriers.
Nadia Anggraini / REDF & Stanford MBA
Candidate
Jose Corona / Inner City Advisors
Sarah Smith / REDF
Kabira Stokes / Isidore Electronics Recycling
LET’S PLAY BALL! YOUTH SPORTS AS
A SOLUTION TO HEALTH CHALLENGES
FACING KIDS IN AMERICA
60 minute session / C210
There is a growing movement
in the US to address negative
childhood health outcomes
by designing investable youth sports programs.
The “sports-based youth development” (SBYD)
movement combines 30 years of expertise
in mentoring and adolescent-friendly health
and medical care into a results-oriented
methodology for increasing physical activity,
reducing violence, and promoting physical,
mental, and social well-being. Panelists will
share research results on the impact of SBYD
and its potential as a health investment strategy.
Paul Caccamo / Up2Us
Rob Castaneda / Beyond the Ball
Kristine Madsen / UC Berkeley
Colin Schmidt / America SCORES, Bay Area
Diane Terrell / Memphis Grizzlies Charitable
Foundation
5:00 PM / BREAK
Impact Hub @ SOCAP
SOCAP14 / CONFERENCE GUIDE 62
5:30 PM / PLENARY SESSION
Meaning Stage (simulcast on Money Stage)
GRATITUDE AWARDS
Randy Haykin / The Gratitude Network
Lynley Sides / The Gratitude Network
CROSS-POLLINATING INNOVATION
Jacquelline Fuller / Google
IMPACT WEAVER AWARDS
Shivani Ganguly / Friday Consulting
A PUBLIC-PRIVATE PARTNERSHIP TO
BRIDGE THE PIONEER GAP
Ross Baird / Village Capital
Ann DeRosa / Chilton Capital
Victoria Fram / Village Capital
Jim Sorenson / Sorenson Impact Foundation
Margaret C. Sullivan / USAID
6:30 PM / PARTY
Impact Hub @ SOCAP
THE SOCAP GET-DOWN
Come out for the last after-party of the
conference and strut your stuff to a great
DJ and a funk-soul band. Acre Gourmet is
providing food influenced by the American
South. Celebrate and get down together with
your vibrant community on this last night of
SOCAP14!
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7:30 AM / BREAKFAST
Impact Hub @ SOCAP
8:30 AM / PARALLEL SESSIONS
BRINGING IT HOME: PLACE-BASED
INNOVATION IN THE BAY
60 minute session / Meaning Stage
SOCAP is a place for the global
community to share their experiences
with the world. Meanwhile, significant
opportunities and challenges exist in our
backyard. We’ve seen a burst of innovation here
in the Bay Area, but we’re also experiencing
employment and housing challenges, and
broad issues around income and economic
inequality. Join us for a discussion with
local changemakers working in and with our
communities to bridge these divides and create
opportunity for all.
Alexandra Bernadotte / Beyond 12
Fred Blackwell / The San Francisco
Foundation
Frederick J. Ferrer / The Health Trust
Justin Steele / Google.org
Kristen Yamamoto / GLIDE
DURABLE OVER DISPOSABLE:
SUSTAINABLE PRODUCT DESIGN
IN THE SHARING ECONOMY
60 minute session / Money Stage
As people’s possessions become
key assets in the new economy, the
preference is shifting towards goods
that are durable, replaceable, modular, and
sustainable. Join leading companies — from
the world’s first fair smartphone, to renowned
furniture design, and an innovative collaboration
between a sharing platform and a pioneer
in responsible fashion — as they discuss
sustainable product design, choice of materials,
durability, and life cycle management in the new
economy.
Sean Ansett / Fairphone
Allison Cook / Story of Stuff
Thaddeus Owen / Herman Miller
Andy Ruben / yerdle
FOOD AND TECHNOLOGY: HOW DOES
TECHNOLOGICAL INNOVATION FOSTER
SUSTAINABILITY?
60 minute session / Cowell Theater

Technological innovation is driving
transparency, traceability, and ultimately
sustainability in the food supply chain.
Online marketplaces help aggregate demand
and supply in new ways, giving consumers
easy access to sustainable food choices, and
enabling producers to enter new markets. Join
some of the leading entrepreneurs in the field
as they share their stories, perspectives on
market developments, and future opportunities
in the sector.
Danielle Gould / Food+Tech Connect
Naithan Jones / AgLocal
Heidi Krauel Patel / New Island Capital
Management
Martin Reed / Blue Sea Labs
Benzi Ronen / Farmigo
HOW HUMAN-CENTERED DESIGN (HCD)
IS SHAPING FINANCIAL PRODUCT AND
SERVICE DEVELOPMENT
60 minute session / Golden Gate
The Financial Inclusion sector is at a
pivotal stage: with technology, global
commitments, and sector investment
making it possible to finally reach distant
markets. Then again, too many innovations fall
short of meeting consumers’ everyday needs,
leaving an underutilized network of products
and services. This session will explore how
human-centered design (HCD) models are
being applied to generate demand side insights
for financial inclusion product and service
development.
Ben Knelman / Juntos Finanzas
Rachel Lehrer / Continuum Innovation
Will Tucker / ideas42
Shalu Umapathy / IDEO.org
THE ACCESS TO INTERNET ECOSYSTEM
60 minute session / Southside Theater
From customized smartphones that
enable access to BoP-specific apps
that drive demand, the challenges
of getting internet access to the BoP go far
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beyond the connectivity question. This panel
will explore how global corporations, social
enterprises, and the impact sector are working
together to develop the Access to Internet
Ecosystem.
Patricia Chin-Sweeney / I-DEV International
Scott Coleman / Google
Jim Forster / Angel Investor
Erik Hersman / Ushahidi and BRCK
Alex Marquez / PropellerFish
Bob Spielvogel / Education Development
Center (EDC)
THE UNTAPPED POTENTIAL OF
DIASPORA POPULATIONS
60 minute session / BATS Theater
More than 62 million Americans — a
full fifth of the nation — are first or
second generation diaspora. The
number of people globally living outside their
country of origin has almost tripled over the
past 45 years. As a result, remittance transfers
back to home countries reached $534 billion
in 2012 alone. While most remittances support
families, the diaspora can play a critical role as
entrepreneurs who launch small businesses and
as investors that can have an impact in their
countries of origin. This session will explore
the untapped potential of diaspora populations
to support socioeconomic development that
is sustainable and creates both financial and
social return.
Romi Bhatia / USAID, Global Partnerships
Division
Alexander Dixon / Aspen Institute
Eric Guichard / Homestrings
Leigh Moran / The Calvert Foundation
REPLICATING COFFEE: HOW THE IMPACT
SECTOR TRANSFORMED AN ENTIRE
INDUSTRY
60 minute session / Firehouse
The global coffee industry is one of
the most complex systems in the
world, coordinating the efforts of
millions of smallholder farmers, cooperatives,
intermediaries, exporters, roasters, and
distributors, and requiring painstakingly granular
attention to quality markers. Yet, the industry
has been touted as a leader in optimizing supply
chains for social and environmental impact. How
can lessons from the coffee industry be applied
to a variety of other sectors, from textiles to
fisheries to electronics?
Jorge Cuevas / Sustainable Harvest
Scott Leonard / Indigenous Designs
Ben Schmerler / Root Capital
Benjamin Skinner / Tau Investment
NEW THEOREM: MONEY + JOB
INCLUSION = BETTER HEALTH
60 minute session / C260
Investing in job inclusion programs to
reduce health and medical care issues:
crazy idea? In fact, scientists have
demonstrated that long-term unemployment
leads to mental & physical health deterioration,
especially among disadvantaged and young
populations. By giving individuals the tools
to land on their own feet and find adequate
employment, social enterprises that focus on
work integration contribute to reducing health
issues in disadvantaged communities. Hear
more about innovative job inclusion investments
and cross-border collaboration.
Nicolas Hazard / CALSO
Carla Javits / REDF
Douglas Jutte / UC Berkeley
Nora Sobolov / Job Train
Jasmine Thomas / Citi Foundation
THE L3C: THE PERFECT BUSINESS FORM
FOR THE MULTI-STAKEHOLDER SOCIAL
VENTURE?
60 minute session / Marina
The low-profit limited liability company
(L3C) can leverage foundations’
program-related investments, and is
unique in its ability to engage stakeholders
around an irrevocable ordering of charitable or
educational purposes above all others. Marc will
show how two very different L3Cs meet their
stakeholders’ financial and social objectives.
The Sustainability Exchange helps cities
develop modern infrastructures. Counseling
Data — launched by two non-profits — is
fundamentally transforming housing counseling
throughout the nation.
Marc Lane / Marc J. Lane Wealth Group
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OPEN SOURCE HOUSING FOR GOOD
60 minute session / C205
Can a proven tool from the digital
open source software movement
create affordable housing? Can
public licenses for apartments eliminate the
need for debt and let people working for the
common good be able to live in high-rent
cities? Brewster Kahle — internet entrepreneur,
creative systems builder, and leader of Internet
Archive — explores the potential of a model that
could be replicable across the country.
Brewster Kahle / Internet Archive
9:30 AM / BREAK
Impact Hub @ SOCAP
9:45 AM / PARALLEL SESSIONS
FEEDING 10 BILLION ON A FINITE
PLANET: INVESTOR RISKS AND
OPPORTUNITIES
60 minute session / Meaning Stage
Global food production will have to
nearly double by 2050 to feed our
growing population. Yet, scientists
predict global agricultural yields to actually
decline. Demographic shifts, climate change,
and lack of land and water resources have
rendered food security the crisis of the 21st
century. How can investors manage risks
and capitalize opportunities related to the
commodities crunch? Join the panel and learn
from experts at the forefront of sustainably
financing agricultural commodities and land-
based investments.
Kaitlin Y. Cordes / Columbia Center on
Sustainable Investment
Bruce M. Kahn, PhD / Sustainable Insight
Capital Management
Joshua Levin / World Wildlife Fund
TOO BIG NOT TO HELP: FINANCIAL
INDUSTRY PLAYERS MAKING A
DIFFERENCE
60 minute session / Money Stage
Contrary to conventional wisdom, the
financial sector can be a significant
force for positive change, thanks to
leading thinkers and institutions. In so many
ways — such as connecting capital markets;
impact-driven companies; moving the needle on
philanthropic giving among the next generation
of wealth; reviving the principles of true
community banking — today’s panelists bring a
fresh perspective from the world of finance.
Preston Dodd / AllianceBernstein
James Schaffer / Schaffer&Combs
Vince Siciliano / New Resource Bank
Chad Spitler / Blackrock
Jackie VanderBrug / U.S. Trust, Bank
of America
MEASURING THE IMPACT OF THE
SHARING ECONOMY
60 minute session / Cowell Theater
The sharing economy holds promise
of a distributed and more sustainable
economic model. Sharing assets can
lead to reduced emissions, better product
lifecycle management, and less waste. It can
create opportunities for income generation and
economic development, and bring communities
closer together. This panel will show how
leading sharing economy players take a first
shot at articulating and measuring their impact,
present first results and insights, and try to
analyze what impact the sharing economy can
truly have.
Kit Hayes / Peers
Katie Hunt-Morr / Etsy
Daniel Rosen / Solar Mosaic
Anita Roth / Airbnb
GETTING TO THE HEART OF THE BAY
AREA’S FINANCIAL ECOSYSTEM
60 minute session / Golden Gate
This session illustrates
San Francisco’s financial
inclusion ecosystem, where
successfully forged, cross-sector relationships
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create an infrastructure to meet the needs
of the community’s most economically fragile
stakeholders. We will delve into the methods
of panelists for successfully navigating
collaborative work between startups, investors,
non-profits, and government, including how
this influences the development of successful
financial inclusion products and services.
Saundra Davis / Sage Financial Solutions
Naldo Peliks / Centro Community Partners
Leigh Phillips / The San Francisco Office of
Financial Empowerment
José Quiñonez / Mission Asset Fund
Eric Weaver / Opportunity Fund
DIVEST-INVEST: COMMITTING TO A NEW
ENERGY ECONOMY
60 minute session / Southside Theater
A network of more than 35 foundations
from around the world have committed
approximately $3 billion in assets
to divest from fossil fuels and invest in clean
energy solutions. Along with student-led
divestment campaigns, these major asset
owners are driving a system-wide transition
toward a sustainable energy economy. This
session will discuss a strategy for building a
movement while retaining pressure to divest,
and will outline investment and leadership
opportunities along with new financing
mechanisms and barriers to scaling.
Mark Campanale / The Carbon Assets Fund
Jenna Nicholas / Phoenix Global Impact
Deirdre Smith / 350.org
Thomas Van Dyck / RBC Wealth
Management
100% VALUE-ALIGNED PORTFOLIOS
60 minute session / BATS Theater
The 100% Impact Movement — a
movement to intentionally align your
investments with your values and the
world you want to live in — is not just for high-
net worth individuals. More and more investors
(including those with less than $10 million in
assets) are shifting their portfolios to express
their values by seeking aligned investments
across asset classes. Charly Kleissner discusses
current options and explores the future of this
movement with leading practitioners in the field.
Bruce Campbell / Blue Dot Law
Richard Graves / Ethical Electric
Kristin Hull / Nia Global Solutions
Kim Jordan / New Belgium Brewing Company
Charly Kleissner / KL Felicitas
CROSS-SUBSIDIZATION: A SUSTAINABLE
MODEL FOR FINANCING HEALTH AND
MEDICAL CARE FOR THE POOR
60 minute session / Firehouse

Modern health and medical care is so
expensive, it is difficult to imagine how
the poorest populations can afford it.
But at the Aga Khan University Hospital System
in East Africa and South Asia, and at Aravind
Eye Care System in India, the poor pay what
they can afford, with the difference between
that and the cost of care borne by wealthier
patients. How does this system not only survive,
but grow, scale, and attract investment?
Al-Karim Haji / Aga Khan University
Sachin Rudra / Acumen Fund
Onno Schellekens / Investment Fund for
Health in Africa
John Simon / Total Impact Advisors
THE ACCESS TO INTERNET ECOSYSTEM:
INNOVATION WORKSHOP
120 minute session / Fleet Room
This Innovation Workshop focuses
on developing actionable, business-
based partnerships between global
corporations, social enterprises, impact
investors and other key social stakeholders
who are working to build the Access to Internet
Ecosystem. Using I-DEV’s proven methodology,
this highly interactive, activity based workshop
engages senior level decision-makers with on-
the-ground problem solvers to form “maximum
impact” collaboration strategies. Forge new
relationships and develop actionable initiatives,
leaving with clear steps for successful
implementation.
Patricia Chin-Sweeney / I-DEV International
Jason Spindler / I-DEV International
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DIVERSITY IN THE SOCIAL SECTOR
60 minute session / C260
To address the challenges facing our
world, we need a social enterprise
sector that includes diverse voices with
the necessary tools and agency to contribute to
the solution ecosystem. What are the paths for
more diverse individuals to access the space?
Access is often routed through elite social
capital structures and institutions. How do we
shift structures in ways commensurate with
the diversity of challenges? This panel provides
perspectives from organizations addressing the
challenges.
Jonathan Brack / Code2040
B. Cole / Brown Boi Project
Justin Davis / Kapor Center for Social Impact
Shannon Farley / Fast Forward
Decker Ngongang / Echoing Green
PLATFORMS, FUNDS, AND PRODUCTS:
INNOVATIONS ACROSS CANADA’S
IMPACT INVESTING LANDSCAPE
60 minute session / Marina
Impact investing in Canada
has reached new heights of
activity. Learn about Canada’s
unique approach to impact investing that
harnesses the talent from across the public,
private, and community sectors. This panel
will introduce you to innovative investment
platforms, financial products, and funds that
are changing the way we access money that
matters.
Garth Davis / New Market Funds
Tim Jackson / Capital Solutions at MaRS
Donna Morton / Principium
Magnus Sandberg / Social Capital Partners
Adam Spence / SVX
10:45 AM / BREAK
Impact Hub @ SOCAP
11:00 AM / PARALLEL SESSIONS
INCREASING MAINSTREAM AWARENESS
TO SOCIAL FINANCE THROUGH
EMPLOYEE ENGAGEMENT
60 minute session / Meaning Stage
A corporation’s social responsibility
program has greater impact when
it harnesses the potential of its
employees. Learn more about how Deutsche
Bank, Hewlett Packard, and Google developed
innovative partnerships with Kiva to offer a
hands-on way for their employees to participate
in impact investing.
Marlon Evans / Hewlett Packard
Gary Hattem / Deutsche Bank
Premal Shal / Kiva
STARTUP CLIMATE: HARNESSING
CLIMATE CHANGE DATA TO IGNITE
ENTREPRENEURIAL INNOVATION
60 minute session / Money Stage
The White House recently launched the
Climate Data Initiative (CDI), aligning
Administration efforts to open data on
climate change risks and impacts with ambitious
private and philanthropic sector commitments
to mobilize data and information technology
for climate change action. Learn about Climate
Ventures 2.0, and join with CDI partners to
explore the role of big data, expert networks,
and entrepreneurship in climate preparedness
and resilience.
Beth Beck / NASA
Garrett Melby / GoodCompany Ventures
Sophia Tu / IBM
RWANDA: REBUILDING THROUGH
SOCIAL ENTERPRISE
60 minute session / Cowell Theater
Twenty years ago, Rwanda experienced
a genocide that killed more than 1
million people in just 100 days. Today,
Rwanda is a thriving country with universal
health and medical care, free education for
every student, a progressive focus on a green
economy, and is the world leader in women’s
SOCAP14 / CONFERENCE GUIDE 68
representation in parliament. Come reflect
on personal narratives of rebuilding through
social enterprise, each of them exploring one
of Africa’s most successful examples of growth
and reconciliation.
Francis Gatare / Rwanda Development Board
Clarisse Iribagiza / HeHe Limited
Henri Nyakaruni / African Renewable Energy
Distributors
Julienne Oyler / African Entrepreneurship
Collective
WHAT DOES SPIRIT HAVE TO DO WITH
FINANCE?
60 minute session / Golden Gate
Explore the connections
between spiritual and faith-
based practices and our
relationship with money. How do we find a new
moral basis for working with money? How might
we view working with money and finance as a
path to self-knowledge? Participants will share
their reflections on these themes as well as
relevant practices. There will be ample time for
questions and conversation.
John Bloom / RSF Social Finance
Rose Feerick / Harvest Time
Barbara Sargent / Kalliopeia Foundation
THE REINVENTION OF MENTORING:
ACTIVATING OUR COMMUNITY’S
WISDOM
60 minute session / Southside Theater
Entrepreneurs around the world
are seeking access to advice and
industry expertise to help scale their
companies. Many of us have wisdom to share
and care deeply about fueling the growth of
world changing entrepreneurs. Hear from
those building new networks that accelerate
collaboration among changemakers, deliver the
power of human capital to where it’s needed,
and enable each of us to share our wisdom to
accelerate impact.
Penelope Douglas / Mission Hub LLC
Ian Fisk / Mentor Capital Network
Peter Gardner / Startgrid
Allison Kelly / Pacific Community Ventures
Anita Ramachandran / MicroMentor
Pamela Roussos / Santa Clara University
MENTAL HEALTH: ARE WE READY FOR
THE EPIDEMIC?
60 minute session / BATS Theater
The WHO estimates that by 2030,
depression will be the leading cause
of disability worldwide, outpacing heart
disease, cancer, and HIV. Academics and health
professionals alone cannot solve the projected
problem, as it impacts whole systems. Innovation
is the key to fix both the human suffering and
economic costs of depression, psychosis, and
PTSD. Let’s open the discussion to innovators,
social entrepreneurs, foundations, governments,
investors, and philanthropists to solve a
significant social impact issue of our time.
Nicolas Hazard / CALSO
Sean Mayberry / StrongMinds
Allison Pavia / Peter C. Alderman Foundation
Karlee Silver, PhD / Grand Challenges
Canada
Lena Verdeli, PhD / Columbia University
Victor Wang / GeriJoy
COMMUNITY HEALTH WORKERS:
REACHING THE UNDERSERVED WITH
SOME HELP FROM THE COMMUNITY
60 minute session / Firehouse
Providing health services to a growing
population has been a challenge in
global health for years and — with the
Affordable Care Act — is gaining attention in
the US. Can models using community health
workers be an answer while also providing
employment in local communities? What can we
learn from other countries using these models?
Learn about investable opportunities including
franchises, exchanges, and certification
organizations. Put your money where your
community is!
Mark Arnoldy / Possible Health
Victoria Heart / Alaska Native Tribal
Health Consortium
Lesley Larsen / Saint Elizabeth
Lisa McCandless / Living Goods
Ranjabi Rajesh / Last Mile Health
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SESSIONS 69
MULTIPURPOSE PREVENTION
TECHNOLOGIES: IMPACT INVESTING
FOR GLOBAL REPRODUCTIVE HEALTH
60 minute session / C260
Global health depends upon
women. There are 86 million
unintended pregnancies
a year, 1 million new sexually transmitted
infections a day, and a woman is infected with
HIV every minute. Multipurpose Prevention
Technologies (MPTs) combine protection
against these interrelated risks, pushing past
age-old approaches to disease prevention and
family planning. Learn about the groundbreaking
progress of an international strategy that aligns
financial incentives of product developers with
the social good efforts of funding agencies.
Manjula Lusti-Narasimhan / World Health
Organization
Joseph Romano / NWJ Group, LLC
Laura Vyda / CAMI
Trisha Wood Santos/ Gates Foundation
Bethany Young Holt / CAMI
THE MAKING OF IMPACT HUB OAKLAND:
LOVE IS THE BOTTOM LINE
60 minute session / Marina
Impact Hub Oakland grew to more
than 375 members in 3 months — the
fastest growth in the history of the
network. But it’s more than just the numbers,
it’s the buzz you feel when you walk in the door.
What’s the secret behind the success? And how
did such an unlikely and inexperienced team
of women blow it up? Hear from the founding
team.
Lisa Chacón / Impact Hub Oakland
Ashara Ekundayo / Impact Hub Oakland
Kevin Jones / SOCAP
Konda Mason / Impact Hub Oakland
12:00 PM / LUNCH
Impact Hub @ SOCAP
Pick up a box lunch to eat before, during, or
after the Closing Plenary Session.
12:30 PM / CLOSING SESSION
Meaning Stage (simulcast on Money Stage)
A STORY
Ed Edmo / Wisdom Elder
CATALYZING INNOVATION AND
INVESTMENT TO END EXTREME
POVERTY: A NEW MODEL OF
DEVELOPMENT AT WORK
Rajiv Shah / USAID
LOOKING AHEAD
Penelope Douglas / Mission Hub LLC
Kevin Jones / SOCAP
Vineet Rai / Intellecap
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SOCAP14 / CONFERENCE GUIDE 72
PARTNERING TO MOVE THE WORLD
Each year, it’s amazing to see who steps up to help
drive the social capital market. Legacy partners such as
Halloran Philanthropies, Omidyar Network, and Rockefeller
Foundation return year after year to ensure that this
movement continues to expand and grow. Great new
partners like American Express and Google have played
significant roles in bringing their energy to the event
— demonstrating that large, cutting-edge organizations
are making new waves at the intersection of money and
meaning.
We extend our gratitude to YOU, our partners for your
financial commitment — commitment that expands beyond
this annual convening to support our collective ecosystem
that is growing organizations, companies, and individuals
who embed good into the fabric of their efforts and lives.
We see a world where, together, we can move tremendous
resources and energy — and whole communities —
towards a better future.
MOVEMENT PARTNERS
AMERICAN EXPRESS
spentmovie.com
American Express is a global services company, providing
customers with access to products, insights, and
experiences that enrich lives and build business success.
The company has been actively raising awareness
for the growing issue of financial exclusion in the US.
This summer, the company sponsored “Spent: Looking
for Change,” a documentary about the issue that was
executively produced by Davis Guggenheim, directed by
Derek Doneen, and narrated by Tyler Perry. American
Express also offers low cost alternatives to checking and
debit accounts: American Express Serve and Bluebird. To
learn about American Express’ work in financial inclusion
and its products visit spentmovie.com, serve.com, and
bluebird.com.
GOOGLE.ORG
google.org
The Bay Area’s social entrepreneurs strengthen our
community, and Google is proud to back their work.
Through the recent Bay Area Impact Challenge, the
company invited local innovators to share their best
ideas for making Bay Area communities even better —
ultimately investing $5 million and Google support into
25 powerful social impact projects. In the past three
years, Google has also given more than $60 million to
Bay Area changemakers working in education, economic
development, social, environmental, and health causes. In
total, each year Google invests more than $100 million
in grants and $1 billion in free and discounted ads and
products to social entrepreneurs working around the
world.
PARTNERS 73
HERMAN MILLER
hermanmiller.com
Herman Miller is a 100-plus-year-old company that places
great importance on design, the environment, community
service, and the health and well-being of their customers
and their employees. Innovative ways to improve the
performance of customers’ organizations have become the
hallmark of Herman Miller.
HALLORAN PHILANTHROPIES
halloranphilanthropies.org
The Halloran Purpose is to inspire, innovate, and
accelerate sustainable social and economic innovations
that raise levels of human well-being. We accelerate
change-making solutions that advance the well-being
of communities by integrating social innovations with
sustainable business models. We make grants, loans, and
investments that demonstrate social impact and foster
a thriving entrepreneurial ecosystem. Our core areas
are Mexico, Colombia, Brazil, Uganda, Mali, India, and
the United States. We support outstanding leaders who
are advancing well-being and reducing poverty through
job creation, financial inclusion, clean energy and water,
agriculture, education, housing and healthcare.
OMIDYAR NETWORK
omidyar.com
Omidyar Network is a philanthropic investment firm
dedicated to harnessing the power of markets to create
opportunity for people to improve their lives. Established
in 2004 by eBay founder Pierre Omidyar and his wife
Pam, the organization invests in and helps scale innovative
organizations to catalyze economic and social change.
Omidyar Network has committed more than $709 million
to for-profit companies and non-profit organizations
that foster economic advancement and encourage
individual participation across multiple initiatives, including
Consumer Internet & Mobile, Education, Financial
Inclusion, Government Transparency, and Property Rights.
THE ROCKEFELLER FOUNDATION
rockefellerfoundation.org
For more than 100 years, The Rockefeller Foundation’s
mission has been to promote the well-being of humanity
throughout the world. Today, The Rockefeller Foundation
pursues this mission through dual goals: advancing
inclusive economies that expand opportunities for more
broadly shared prosperity, and building resilience by
helping people, communities, and institutions prepare for,
withstand, and emerge stronger from acute shocks and
chronic stresses. To achieve these goals, The Rockefeller
Foundation works at the intersection of four focus areas
— advance health, revalue ecosystems, secure livelihoods,
and transform cities — to both address the root causes
of emerging challenges and create systemic change.
Together with partners and grantees, The Rockefeller
Foundation strives to catalyze and scale transformative
innovations, create unlikely partnerships that span sectors,
and take risks others cannot — or will not.
SOCAP14 / CONFERENCE GUIDE 74
IDEA-MAKER PARTNERS
ELEFINT DESIGNS
elefintdesigns.com
Elefint Designs creates strategic designs for good causes.
The firm works with non-profits, NGOs, social startups,
innovators, and the like to give them beautiful tools to
communicate who they are and what they do. Elefint’s
work includes website, interaction, print, mobile, motion
graphics and information design, as well as strategy and
branding.
VODAFONE AMERICAS FOUNDATION
vodafone-us.com
Vodafone Americas Foundation is one of Vodafone’s
network of 28 foundations worldwide supporting Mobile
for Good projects. In the US, the Foundation seeks to
partner with organizations that develop and utilize new
technologies to help solve some of the critical issues
around the world. The Foundation supports organizations
under the 3 pillared criteria to improve people’s lives, help
stimulate innovation, and advance the global development
sector. The Foundation also operates an annual
competition called the Vodafone Americas Foundation
Wireless Innovation Project, with total prizes worth
$600,000 awarded to organizations with the best wireless
innovation to make a social impact.
SUPPORTING PARTNERS
DAVID AND LUCILE PACKARD FOUNDATION
packard.org
The David and Lucile Packard Foundation is a family
foundation that is guided by the enduring business
philosophy and personal values of Lucile and David,
who helped found one of the world’s leading technology
companies. The Foundation works on the issues the
founders have cared about most: improving the lives
of children, enabling the creative pursuit of science,
advancing reproductive health, and conserving and
restoring the earth’s natural systems.
FORD FOUNDATION
fordfoundation.org
The Ford Foundation is an independent, non-profit
grantmaking organization. For more than 75 years it
has worked with courageous people on the frontlines
of social change worldwide, guided by its mission to
strengthen democratic values, reduce poverty and
injustice, promote international cooperation, and advance
human achievement. With headquarters in New York, the
foundation has offices in Latin America, Africa, the Middle
East, and Asia.
PARTNERS 75
GLOBAL ALLIANCE FOR CLEAN COOKSTOVES
cleancookstoves.org
The Global Alliance for Clean Cookstoves is a public-
private partnership with a mission to save lives, improve
livelihoods, empower women, and protect the environment
by creating a thriving global market for clean and efficient
household cooking solutions. The Alliance’s ten-year
goal calls for 100 million households to adopt clean and
efficient cookstoves and fuels by 2020. We are working
in collaboration with more than 1,000 public, private, and
non-profit partners to overcome the market barriers that
hinder the production and distribution of clean cookstoves
and fuels in the developing world. The Alliance and its
partners have driven more than $50 million in investment
into clean cookstove and fuels companies.
Global Social
Benefit Institute
GLOBAL SOCIAL BENEFIT INSTITUTE
scu.edu/GSBI
The Global Social Benefit Institute evolved as a program
of the Center for Science, Technology, and Society
whose mission is to accelerate global, innovation-based
entrepreneurship in service to humanity. We aim to
positively impact the lives of 1 billion by 2020. Through
our unique, integrated program approach, the GSBI®
pairs social entrepreneurs with Silicon Valley mentors, to
help them reach their profound potential and scale. Our
Impact Capital initiative develops new investment vehicles
and provides thought leadership to the impact investment
community. Our Global Social Benefit Fellows program
provides life-changing educational opportunities for
undergraduate students to participate in action research
with social enterprises.
HANSON BRIDGETT
hansonbridgett.com
Founded in 1958, Hanson Bridgett has more than 150
attorneys located in offices in San Francisco, the North
Bay, Sacramento, and the East Bay. Our clients range
from multinational Fortune 500 corporations to startups to
individuals and government agencies. We are a founding
B Corporation member and 3 of our 4 offices have
received green certification.
INDIEGOGO
indiegogo.com
Indiegogo empowers people around the world to fund
what matters to them. As the largest global crowdfunding
platform, campaigns have launched from almost every
country around the world with millions of dollars being
distributed every week due to contributions made by the
Indiegogo community. At its core, Indiegogo is an open
platform dedicated to democratizing the way people
raise funds for any project — creative, entrepreneurial or
cause-related. The company was launched in 2008 and
is headquartered in San Francisco, with offices in Los
Angeles and New York.
SOCAP14 / CONFERENCE GUIDE 76
INTER-AMERICAN DEVELOPMENT BANK
iadb.org
The Inter-American Development Bank (I DB) Group works
with sustainable businesses in Latin America and the
Caribbean (LAC) by offering tailored financial products
and services to maximize development impact. The I DB
is the oldest and largest multilateral lender for the region
and promotes economic and social development by
working with governments, companies, and civil society
organizations. In addition to the I DB, the I DB Group
includes the Multilateral Investment Fund, the biggest
provider of technical assistance for the private sector in
LAC, and the Inter-American Investment Corporation, the
only multilateral lender focused primarily on lending to
small and medium-sized companies.
IMPACT HUB
impacthub.net
Impact Hub is a shared work, event, and acceleration
space for a global community of entrepreneurs, activists,
creatives, and professionals taking collaborative action
to drive positive social and environmental change. The
first Impact Hub was founded in London in 2005 and has
evolved into a rapidly expanding global network of nearly
10,000 professional members in 50 shared workspaces
(and growing) — from Amsterdam to Johannesburg,
Singapore to Mexico City. The US network has grown
exponentially in the last three years with locations in
San Francisco, New York City, DC, Philadelphia, Seattle,
Boulder, Los Angeles, Salt Lake City, Oakland, Boston,
and Berkeley. Through our global network and the shared
principles of innovation, collaboration and courageous
action, we are building a movement. We believe that
a better world can be created through the combined
accomplishments of creative and committed individuals
focused on a common purpose — taking a leadership role
towards our shared future and positive impact.
IMPACTASSETS
impactassets.org
ImpactAssets is a non-profit financial services firm that
increases the flow of capital into investments that deliver
financial, social, and environmental returns. Our impact
investment strategies, donor advised fund, and knowledge
resources provide a dynamic platform for wealth
managers and the clients they serve to advance social or
environmental change through investment. ImpactAssets
seeks to shed light on and drive capital to the field’s most
promising organizations and initiatives, helping to build the
field of impact investing.
THE JAMES IRVINE FOUNDATION
irvine.org
The James Irvine Foundation is a private, non-profit,
grantmaking foundation dedicated to expanding
opportunity for the people of California to participate
in a vibrant, successful, and inclusive society. The
Foundation’s grantmaking focuses on three program
areas: Arts, California Democracy, and Youth. Since
1937 the Foundation has provided more than $1.3 billion
in grants to more than 3,500 non-profit organizations
throughout California. With about $1.8 billion in assets,
the Foundation made grants of $69 million in 2013 for
the people of California.
PARTNERS 77
THE LEMELSON FOUNDATION
lemelson.org
The Lemelson Foundation uses the power of invention to
improve lives by inspiring and enabling the next generation
of inventors and invention-based enterprises to promote
economic growth in the US, and social and economic
progress for the poor in developing countries. Established
by prolific US inventor Jerome Lemelson and his wife
Dorothy in 1992 and led by the Lemelson family, to date
the Foundation has provided or committed more than
$175 million in grants and Program-Related Investments
in support of its mission. The Foundation is proud to
support SOCAP 2014 to advance the field of high-impact
invention, entrepreneurship, and investment.
RSF SOCIAL FINANCE
rsfsocialfinance.org
RSF Social Finance is a financial services organization
dedicated to transforming the way the world works
with money. RSF offers investing, lending, and giving
services that generate positive social and environmental
impact while fostering community and collaboration
among participants. Our growing community of clients is
furthering the work of social entrepreneurs in the fields of
Food & Agriculture, Education & the Arts, and Ecological
Stewardship. Building the field of social finance through
community-based economic practices and a productive
ecosystem of social finance partners is part of our work
toward a human-centered culture of finance. Since 1984,
RSF has made more than $275 million in loans and more
than $100 million in grants to non-profit and for-profit
social enterprises.
THE SAN FRANCISCO FOUNDATION
sff.org
At The San Francisco Foundation, we leverage our
resources, expertise, and relationships to innovate and
achieve shared prosperity and equity in the Bay Area. For
more than six decades, strong community relationships
and local expertise have been the core of our approach.
We bring together the sharpest minds, with on-the-ground
expertise, to invest in effective, long-term solutions for
Bay Area residents. We granted more than $800 million
in the last ten years, and have more than 800 donors
and $1.2 billion in assets. We’re excited to join with
innovators, investors, and partners investing in social good
at SOCAP14, and share our experiences in place-based
innovation. Join us, and let’s keep building.
WELLS FARGO
wellsfargo.com/nmtc
Through the New Markets Tax Credit program, Wells
Fargo Community Lending and Investment provides
debt for construction or substantial rehabilitation of
commercial and community-oriented properties located
in low income census tracts nationwide. We also provide
investments in low-income communities through our own
NMTC allocation or partnering with third party community
development entities (CDEs).
SOCAP14 / CONFERENCE GUIDE 78
COMMUNITY PARTNERS
AGA KHAN FOUNDATION U.S.A
akdn.org
The Aga Khan Foundation U.S.A. is committed to the
struggle against poverty, hunger, illiteracy, and poor
health. As part of the Aga Khan Development Network,
the Foundation fosters the growth of a strong civil
society and promotes awareness of values and integrated
approaches that enable people to improve the quality
of their lives. We address the root causes of poverty by
investing in innovative solutions in health, education,
rural development, civil society, and the environment in
communities throughout Africa and Asia. The Foundation
works for the common good of all citizens, regardless of
their gender, origin, or religion.
CLAREMONT LINCOLN UNIVERSITY
claremontlincoln.org
Imagine a new kind of university that teaches collaboration
and harmony in the world, that educates experienced
professionals to reach across borders of all kinds —
international, cultural, socioeconomic, religious, and
political — for the common good. Now imagine a new
generation of skillful leaders who are ethically grounded
and socially responsible, who lead with heart. You’ve just
imagined Claremont Lincoln University, an innovative
values-based, not-for-profit graduate school that
prepares leaders across the private, public, and social
sectors for the realities of an increasingly interconnected
world. At Claremont Lincoln, students learn to integrate
the personal with the professional to create a more
sustainable world in a global era.
CRI
cri-sf.com
Furnishing an office doesn’t have to be complicated. Not
if you have sound advice, an experienced project team,
and a clearly-defined process. That’s what you get with
CRI, one of San Francisco’s oldest and largest office
furnishing dealerships. Since 1986 we’ve been making
things easier for companies of all sizes and vastly different
requirements, from a single office to a corporate campus.
DEUTSCHE BANK
db.com/usa
For more than 20 years, Deutsche Bank has been a
leader and trusted partner in the field of social finance.
Leveraging its core capabilities as a global financial
services firm, the Bank has financed opportunities to
serve the poor ranging from affordable housing and
microfinance to clean energy and healthcare. This
collective work represents more than USD $2.5 billion in
capital deployed, with write-offs of less than 1%. Deutsche
Bank’s Global Social Finance group has relationships with
more than 130 microfinance institutions (MFIs) and social
enterprises in 50 countries around the world.
PARTNERS 79
HELPING HUMANITY THRU BUSINESS AND TECHNOLOGY
ENABLE IMPACT
enableimpact.com
Enable Impact and Unreasonable Institute have
partnered to create a platform to connect the players in
the global impact venture and investing community. Visit
us online to: search thousands of social ventures and
entrepreneurs; find more than 400 support programs,
incubators, accelerators, mentors, and competitions: and
discover more than 1000 impact investors. The platform
serves all stages of investment, across all sectors, all
sizes of deals, and all continents. Future functionality will
provide automatic matching and the ability to connect with
and message others. We hope you will join the community
and help Enable Impact become an invaluable resource
for all.
EXYGY
exygy.com
Exygy is a technology partner to the world’s leading
changemakers. Clients include the UN World Food
Program, Skoll Foundation, Google.org, USAI D, the
Cities of San Francisco and New York, UNICEF, Mercy
Corps, and more. Exygy provides strategy, design, and
engineering services with an agile, human centered
approach. As a certified B Corporation for more than four
years, Exygy is a leader in the business for social impact
movement.
GOODCOMPANY VENTURES
goodcompanygroup.org
GoodCompany Ventures transforms innovators into
entrepreneurs, and dreamers into doers. We give them
tools and resources to envision persistent social problems
as market opportunities, design business models that
support long term change, and mobilize capital to
accelerate their impact.
I-DEV INTERNATIONAL
idevinternational.com
I-DEV International is a management strategy and
financial advisory firm that specializes in building and
financing competitive, viable businesses and industries in
emerging markets worldwide. We work with local SMEs
and social enterprises, global corporations and impact
investors to develop business-based partnerships focused
on both impact and profit.
THE JAMES LEE SORENSON GLOBAL IMPACT
INVESTING CENTER
sgiicenter.com
The James Lee Sorenson Global Impact Investing Center
(SGI I Center) at the University of Utah’s David Eccles
School of Business provides data-driven capacity building
support to leading entrepreneurs, impact investment funds,
family offices, foundations, and organizations across the
globe in a cost-efficient manner. The SGI I Center’s model
is built by university experiential education where trained
and professionally managed students provide research
and due diligence, and value-add and support across
the impact investing space. This world-class experiential
education is building the field today, while also providing
the services needed to grow the sector for the future.
SOCAP14 / CONFERENCE GUIDE 80
NEW RESOURCE BANK
newresourcebank.com
New Resource Bank’s goal is to help build sustainable
communities. We advance sustainability with everything
we do — the loans we make, the way we operate, and
our commitment to putting deposits to work for good. We
work primarily with businesses and non-profits, but we
also serve individual depositors who want their money to
support sustainable enterprises. We’re experts in clean
energy, organic food and natural products, and green
building, but we also value relationships with companies
that want to be more sustainable. Organizations come
to us because we understand their sector and mission
and can provide valuable expertise as well as access to
a powerful network of sustainability leaders. We strive to
be the bank for people who are leading the way to a more
sustainable world. Ultimately, we want to change banking.
PRESIDIO GRADUATE SCHOOL
presidioedu.org
Presidio Graduate School educates and inspires a new
generation of skilled, visionary, and enterprising leaders
to transform business and public policy and create a more
just, prosperous and sustainable world. Through innovative
MBA, MPA, Dual Degree, and Certificate programs in
Sustainable Management, PGS activates students and
professionals across a range of disciplines, industries and
sectors to bridge the gap between commerce and the
common good.
PRUDENTIAL
prudential.com
Prudential Financial, Inc. (NYSE: PRU), a financial services
leader with more than $1.1 trillion of assets under
management as of March 31, 2014, has operations in the
United States, Asia, Europe, and Latin America. Prudential
directs both financial and human capital to create
innovative, lasting solutions to complex social challenges
— focusing on eliminating barriers to financial and social
mobility. Over the past four decades, Prudential has
provided more than $800 million in philanthropic grants
and invested nearly $2 billion in impact investments.
Recently, the company committed to building and
managing a $1 billion impact investment portfolio by
2020.
REDF
redf.org
REDF is a California non-profit organization that creates
jobs and employment opportunities for people facing the
greatest barriers to work. Founded in 1997 by George R.
Roberts, REDF provides funding, know-how, and networks
to help entrepreneurial organizations launch and grow
social enterprises. These double-bottom line businesses
employ young people and adults who would otherwise
face bleak prospects of ever getting a job because of
histories of homelessness, incarceration, addiction, and
mental illness. With a rigorous focus on measuring results,
REDF builds the social enterprise field nationally through
its thought leadership, publications, convenings, and
widespread influence of the social enterprise ecosystem.
PARTNERS 81
SHELL FOUNDATION
shellfoundation.org
Shell Foundation is an independent charity — established
in 2000 by the Shell Group — that creates and scales
new solutions to global development challenges linked
to energy and mobility. It works with a small number of
pioneers to identify the underlying market failures behind
intractable problems and co-create new social enterprises
to solve them. The Foundation provides patient grant
funding, extensive business support and market links
to help partners validate new models, achieve financial
independence and expand their operations — and creates
specialist intermediaries to accelerate the growth of
inclusive markets. Several of these partners are now
delivering large-scale impact across Africa, Asia, and
Latin America.
SOCIALENTERPRISEGOIZUETA
SOCIAL ENTERPRISE @ GOIZUETA BUSINESS
SCHOOL
Goizueta.Emory.edu/Faculty/SocialEnterprise
The focus of Social Enterprise @ Goizueta is that of
applying business acumen and market-based solutions
to achieve meaning and enduring societal impacts. By
actively working across the spectrum of for-profit, non-
profit, and hybrid organizations, we engage in important
conversations and debates that are taking place in
business schools around the world. In our Research,
we illuminate the factors that induce and impede the
realization of societal impacts using markets or business
models and acumen. In our Fieldwork and Outreach, we
engage faculty and students in projects that deepen
understanding, or organizations that strive to achieve
meaningful societal impacts, while developing our ability
to enhance overall effectiveness. In our Teaching and
Student Support, we expose students to ways that
business education can be applied to societal challenges.
SOCIAL INVESTMENT BUSINESS GROUP
sibgroup.org.uk
The Social Investment Business Group exists to raise and
connect capital to achieve the maximum possible social
impact in the UK. We work to provide simple finance
for extraordinary charities and social enterprises in the
form of loans, grants, and other investment products. We
support charities and social enterprises at all stages of
their development from startup to growth and scale. As an
engaged investor we provide more than just money, with
business support and mentoring to help our investees to
reach their full potential.
TECHSOUP GLOBAL
techsoupglobal.org
TechSoup Global is an international network of 57 partner
NGOs in Africa, the Americas, Asia Pacific, Europe, and
the Middle East. Since 1987, it has leveraged technology
to build NGO capacity towards solving problems in
local communities and fostering global social change.
Collaborating with corporate and foundation partners
to support NGOs across the globe, at scale, it serves
92 countries in 35 languages. TechSoup Global’s core
capabilities include running one of the biggest technology
philanthropy programs in the world; providing NGO
validation services to funders and corporations; gathering,
analyzing, and distributing global social-sector data; and
catalyzing community-oriented technology innovations.
SOCAP14 / CONFERENCE GUIDE 82
TINT
tintup.com
More than 40,000+ brands around the world today
use Tint to aggregate, curate, and display ANY social
media feeds ANYWHERE. Whether you’re a non-profit
organization, investment firm, restaurant, hotel, or retail/
e-commerce brand,Tint has features and integrations
that will help you drive deeper relationships with your
audiences through social media. Connect any page,
handle, hashtag, playlist, or tagged location from any
social network, personalize it with our elegant, responsive
templates, moderate which posts you want to display to
curate the best content, and finally display it on any of
your websites, mobile apps, retail TV displays, event walls,
or huge jumbotrons.
U.S. GLOBAL DEVELOPMENT LAB
usaid.gov/GlobalDevLab
The U.S. Global Development Lab is a new entity within
the US Agency for International Development (USAI D)
that seeks to increase the application of science,
technology, innovation, and partnerships to achieve,
sustain and extend the Agency’s development impact to
help hundreds of millions of people lift themselves out
of extreme poverty. Our mission is to discover, test, and
scale breakthrough development innovations to solve
development challenges faster and cheaper in support
of US foreign policy and development goals and to
accelerate the transformation of USAI D as the world’s
premier development agency.
IN-KIND PARTNERS
PARTNERS 83
MEDIA PARTNERS NETWORK PARTNERS
Artemisia
ArthaPlatform.com
Aspen Network Development Entrepreneurs (ANDE)
B Corp
BidNetwork
Business Alliance for Local Economies (BALLE)
CASE at Duke
Coparmex
Council on Foundations
Ennovent
Full Circle Fund
Future of Fish
GatherWell
HI Angels
Latin American Impact Investing Forum (FLI I)
New Ventures Mexico
ReWork
Village Capital
SOCAP14 / CONFERENCE GUIDE 84
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SOCAP TEAM
The incredible team behind SOCAP has been working
to ignite and sustain vibrant communities in various
capacities since 2008 when SOCAP was first launched.
SOCAP was founded by Kevin Jones, Rosa Lee Harden,
Gary Bolles, Heidi Kleinmaus, Mark Beam, and Tim
Freundlich. And SOCAP08 brought more than 600 people
together to build a real-time community of folks interested
in the intersection of money and meaning.
Since that time, Mission Hub has gone on to create living
communities through the Impact Hub network in five cities
— San Francisco, Berkeley, New York City, Philadelphia,
and Washington, DC — as well as partner with other cities
to bring their Impact Hubs online.
The team that has been working together to bring you
SOCAP14 includes this amazing group of folks:
JON AXTELL
Partnerships
Jon Axtell leads partnerships for
SOCAP. Jon joined the organization
in its infancy and has played a
leadership role at both SOCAP and
Impact Hub Bay Area, demonstrating
how local ecosystems of innovators can be
connected towards a bigger picture conversation on how
we design our systems for the betterment of communities
and humanity. Jon lived in China and speaks Mandarin
Chinese, and is an experimental musician. While getting
his MBA, Jon also spent two years helping start up a
social enterprise bike company in Zambia called Zambikes.
Jon lives in Oakland where he likes to go for long runs
around the lake.
FABIENNE BLANC
Registrar
Fabienne, a native of France,
was raised by parents who were
enthusiastic early adopters of organic
gardening and she ate fantastic fresh
food à la Chez Panisse throughout her
childhood. After studying law in France, she moved to
San Francisco to join her husband and raise her children.
She has been SOCAP’s registrar since 2011. Fabienne’s
husband, John Quarterman, is an avid bicyclist and is also
involved in the impact investing space.
DIVYA CHANDRAN
Communications Consultant
Divya comes with a diverse background
in communication with experience in
industry, social impact, and journalism.
To address the need for stronger
communication programs in the impact
sector, she is committed to bringing operational solutions,
specifically branding and content strategies, to social
impact businesses.
DIANA CONNOLLY
Production Manager
Diana has recently completed an
MBA in Sustainable Enterprise, and
combines a passion for producing
events with a social mission with
the expertise to manage them in an
environmentally responsible way. Diana brings more than
15 years of creativity and experience in managing large-
scale events and programs. Diana and her team come
to us through Diana’s company, Groundswell Marketing
(groundswellmktg.com).
JACQUELINE DAVIS
Partnerships Associate
Jackie brings five years of experience
in development, strategy, marketing,
and project management in the private
and non-profit sectors. She recently
completed her MBA from the University of
Texas at Austin (Hook ‘Em!) where she was President of
the McCombs Net Impact Chapter, winning Chapter of the
Year Award in 2014. She recently joined the SOCAP team
motivated by her commitment to build connections and
value at the intersection of social impact and business.
Jackie is fluent in Spanish and loves to ski, wakeboard,
and play volleyball.
PENELOPE DOUGLAS
Board Chair, Mission Hub LLC
Penelope became Chair of the Board
of Mission Hub LLC in early 2011.
Penelope’s personal focus is on
leadership, financing and enterprise
models, and partnerships. Penelope
is an Advisor to Halloran Philanthropies, and also
serves on several Boards, including New Resource
Bank, Startgrid, and the Opportunity Finance Network.
Previously, Penelope co-founded and served as CEO of
Pacific Community Ventures for the first 12 years of the
organization’s life.
TEAM 87
HEATHER FAISON
Brand Manager
Heather Faison is an award-winning
communicator and digital strategist.
She recently joined SOCAP in the
role of Brand Manager where she
manages all digital properties for the social
enterprise and leads the communications strategy. Before
joining SOCAP, she served as Senior Digital Producer at
the United Nations Foundation, a non-profit that builds
public-private partnerships to address the world’s most
pressing problems, and broadens support for the United
Nations through advocacy and public outreach. In this
capacity, she gained a reputation for building successful
online marketing campaigns for #GivingTuesday, Girl Up,
and Mashable’s Social Good Summit.
TIMOTHY FREUNDLICH
President, Mission Hub LLC
and Co-Founder, SOCAP
Tim is an innovator of financial
instruments for impact investing and
social entrepreneurship. Over the last 17
years, he served in a number of capacities
at Calvert Foundation, and conceived of and launched
the Giving Fund — a more than $125 million impact
investment-based donor advised fund that was spun out
as ImpactAssets. He co-founded Good Capital, which
manages the Social Enterprise Expansion Fund LP. Tim
helped found SOCAP in 2008, and the social innovation
acceleration spaces that are the Impact Hubs in San
Francisco, Berkeley, New York City, DC, and Philly. He is
also active in the global network of Impact Hubs across
five continents.
PHILIP GASKIN
Director, East Coast Operations and Business
Development, Mission Hub LLC
Philip’s career spans more than
20 years in global corporate
management, strategic visioning and
planning, revenue generation, business
development, community organizing,
political operations and fundraising.
He has consistently excelled at positively
impacting organizations and collaborating with diverse
teams to accomplish extraordinary goals, resulting in
highly profitable business ventures and the development
of strategic partnerships. As Field Director in Philadelphia
for President Obama’s 2012 re-election campaign, Philip’s
leadership helped secure the highest voter turnout in
city history.
BJ HARDEN JONES
Copy Editor
BJ’s passion in life revolves around
developing and sharing clarity: the
inner clarity (self-awareness) that
naturally generates outer clarity
(worldview). Her service springs from
kindness and effectiveness. What is loving,
what works most optimally, what is true? She guides
clients through these simple questions to help establish
higher orders of coherence. As the daughter of SOCAP
founders Kevin Jones and Rosa Lee Harden, she has
been to every SOCAP conference until this year and
worked as copy editor for the program book most of those
years. Her most recent project with her partner Aaron is
co-luminate — an Urban Hub for Transformational Culture
(co-luminate.com).
ROSA LEE HARDEN
Co-Founder & Executive Producer
As one of the original founders of the
SOCAP conference, Rosa Lee has
always been the person to keep the
focus shining on the meaning street of
the intersection of money and meaning.
An Episcopal priest for 15 years, she also serves at
the Cathedral of All Souls in Asheville, NC, leading
conversations there about how faith connects to all of
who we are, and asking questions about the moral and
ethical implications of how we spend and invest our
money. This past year she added the Wild Goose Festival
to her producing portfolio. The Goose brings together
spirituality, justice, and the arts at a 2,000-person event
in the woods in Western North Carolina. She, along with
Kevin Jones and Tim Soerens, is producing a faith-based
event on Neighborhood Economics in Louisville, Kentucky
in November.
KEVIN JONES
Co-Founder & Convener
The idea for SOCAP came to Kevin
because he realized the prevailing
mode of creating convenings in the
market that’s arisen in the space
between giving and investing was fatally
flawed. The other events back in 2006 wanted to kickstart
the market for investing in social enterprise by getting
the “right people” in the room. Kevin realized it was the
valuable stranger — the unlikely ally — that you need
to design for, in order to create the vitality that the best
interdisciplinary events foment. That design principle
has led SOCAP to sell out and grow every year, until it
is nearly four times the size of the original Social Capital
Markets gathering in 2008. Kevin is also a co-founder of
SOCAP14 / CONFERENCE GUIDE 88
the Impact Hubs in San Francisco, Berkeley, Philadelphia,
TriBeCa, and DC. He is a member of the General
Partnership of Reinventure Capital, which invests at the
intersection of biodiversity and inclusion, and through
Good Capital he invests in individual companies, such as
Startgrid, an online platform that manages the relationship
between an entrepreneur and her mentors and advisors.
ELIZABETH KRUEGER
Content Director
Elizabeth has been part of SOCAP
since 2009, and brings experience from
traditional financial services, consulting
and complex project management,
most recently as Director of Content for
the SOCAP and Mission Hub team. In that capacity, she
led production of SHARE and SOCAP Health events in
2014, and oversaw content and project management for
SOCAP14. After SOCAP this year, she’ll be leaving for her
next adventure in the social capital markets.
MIA LAUTER
Volunteer Coordinator
Mia manages the volunteers at SOCAP
and has coordinated the volunteer
program at SOCAP13, SHARE and
SOCAP Health. After several years
working special events in LA, she
relocated to Madrid, Spain for 2 years, learning
Spanish and perfecting the art of eating a big lunch at
2pm. She later returned stateside to work in international
exchange programs through several universities in San
Francisco. She easily made the decision to return to the
SOCAP team this year because of the great attitude of
her 100+ volunteer team.
AARON MARET
Design Consultant
Designer, craftsman, polymath, futurist,
perennial optimist, student of the
universe, Aaron Maret brings a broad
set of passions and interests to the
creative process. His work ranges in scale
and scope from web and graphic design, to architecture,
to community development, to conscious business
development. He’s part of the creative family of SOCAP,
as son-in-law of Kevin Jones and Rosa Lee Harden,
and partner to their daughter BJ. View his portfolio at
aaronmaret.com.
JENNIFER NICE
General Manager, SOCAP and
Mission Hub LLC
Jennifer is General Manager of the
company that runs the Impact Hubs in
San Francisco, Berkeley, Philadelphia,
Washington, DC, and New York, as
well as produces SOCAP events. This robust platform
cultivates, connects, and supports smart, diverse, and
talented leaders in impact investing, social innovation, and
entrepreneurship to create organized impact communities.
These communities convene, curate, and collaborate
through Impact Hub locations worldwide, SOCAP
conferences, and an online presence. Previous to this,
Jennifer has worked successfully to advance the field of
social entrepreneurship and investing through high profile
roles with ImpactAssets, Good Capital, and the Women’s
Equity Mutual Fund.
TIM NICHOLS
Impact Hub Community @ SOCAP
Timothy J Nichols is the Managing
Director of Impact Hub San Francisco
and Berkeley. He has grown the
membership to 1000+ members over the
last 5 years to create a thriving community within the Bay
Area. He is always excited by the opportunity to learn
about new projects and connect them to the resources
that the Impact Hub network, locally and globally, can
offer. In his spare time, he is a co-owner of a small movie
theater and cafe on the mighty Russian River called the
Rio Theater. The group uses the space to put on events
and programs for the town and region and it serves as a
cultural center for the area.
LINDSAY NORCOTT
Senior Content Associate
Lindsay has worked on SOCAP
for three years as Entrepreneur
Coordinator (2012), Program Manager
for the Oceans track (2013), and Senior
Content Associate (2014). Lindsay is also
Strategic Initiatives Officer at ImpactAssets, focused on
building knowledge resources that advance the field of
impact investing, such as Issue Briefs and the annual
ImpactAssets 50. Previously at Entrepreneurs Foundation,
Lindsay helped venture-backed companies in the Bay
Area to develop and execute community involvement
programs. Lindsay is a graduate of Columbia Business
School and Pomona College.
TEAM 89
NICOLETTE OLIARO
Production Coordinator
Nicolette has more than seven
years experience managing large
and small scale events. Her events
experience includes production of
major conferences, gala fundraisers,
donor stewardship, veterans’ retreats, performing arts
management, non-profit and corporate meetings, donor
trips and more. She is a part of the Groundswell Marketing
team and this is her second year working on SOCAP.
LEIGH RODWICK
Director of Marketing, Mission Hub LLC
Leigh started her career at Walt Disney
Studios, then spent eight years at
teen retailer Hot Topic as Director of
Operations and Director of Marketing.
She moved to the Bay Area two years
ago to change her network and start using
her experience to make a positive impact. As Director of
Marketing for Mission Hub, she oversees marketing and
communications for the SOCAP conference series, Impact
Hub locations in San Francisco and Berkeley and the East
Coast expansion to Philadelphia and New York. She loves
backcountry hiking and camping.
CASEY TERRAZAS
SOCAP Technical Director
Since 2011, Casey has managed the
equipment setup and labor crews
needed to make SOCAP the all-campus,
full-scale, live-streaming production that
it is today. Casey comes to SOCAP with a
long history of conference management and hundreds
of events of experience. Casey was formerly the Audio
Visual Operations Manager at the Long Beach Convention
Center. In 2011, he started his own company and works
on events around the world. Additionally, in 2013 Casey
founded a record label in his home city of Long Beach and
is releasing vinyl records of bands throughout California.
SOCAP SUPPORT TEAM
Diana Galbraith / Content Assistant
Dana Herrick / Program Book Layout
View her portfolio at: danakay.net
Adrian Knight / Wildcard Wrangler
Willa Peng / Marketing Intern
Nicole Shore / PR Manager
Special Thanks to Steve Wright for his inspiring talk
at SOCAP13 which led our team to choose this year’s
theme of Igniting Vibrant Communities. Steve, YOU are
an inspiration!
SOCAP14 / CONFERENCE GUIDE 90
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TRANSPARENCY @ SOCAP14
For the second year, SOCAP has engaged Groundswell
Marketing to help produce our events. One of the high
priorities we set with the Groundswell team is to help us
produce as sustainable a conference as possible. Below
are some of the ways we have found to do that together.
GROUNDSWELL MARKETING
groundswellmktg.com
As Groundswell Marketing, we love working with SOCAP
because what matters to us matters to them, too. Together
we source as much as we possibly can from our partners
who are following sustainable practices. Groundswell
Marketing is an event production firm specializing in
Sustainable Tradeshows and Conferences. Our clientele
ranges from startup enterprises to the Fortune 500. We
tailor our services for every project, offering strategy,
design, staffing, and production expertise. We are a Bay
Area Certified Green Business, and are committed to
helping our clients produce successful programs with
triple bottom line results.
FORT MASON CENTER
fortmason.org
SOCAP14 returns for a seventh year to its dynamic
waterfront home at Fort Mason Center, a unique
destination for thought-provoking programs, events,
and organizations that support and reflect the evolving
cultural fabric of San Francisco. The campus is a National
Historic Landmark and part of the Golden Gate National
Recreation Area, the country’s largest urban national
park. This year the Herbst Building has reopened with an
impressive solar array that adds to Fort Mason’s already
huge commitment to the environment.
ASHBURY IMAGES
ashburyimages.org
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, a youth
development social enterprise (newdoor.org).
ACRE GOURMET
acregourmet.com
Acre Gourmet makes choices that support sustainability.
Acre wants to set an example by protecting the
environment for future generations by abiding by these
business principles:
• Using local, organically-grown produce and humanely
raised meats
• Buying directly from local purveyors to cut down on
food miles and increase their profits
• Following sustainable practices like our full
composting and recycling program that aims for ‘zero
waste’ and our use of ‘to go’ packaging made from
biodegradable sugar cane fibers
• No use of pre-packaged, processed foods
• Using modern energy-saving equipment and high
temperature dishwashers that cut down on the use of
chlorine
• In all of our kitchens, Acre uses the freshest, least
processed ingredients available and whenever
possible uses organic products that are naturally
low in sugar and saturated fats. Menus are diverse,
balanced, and exceed USDA guidelines for nutrition.
TRANSPARENCY 93
U.S. PURE WATER
uspurewater.com
The water in Festival comes from U.S. Pure Water
Corporation. The full spectrum water treatment service
and sales company’s aim is to reduce plastic waste &
the use of fossil fuels in the delivery and production of
plastic bottles, by providing equipment that treats at the
point-of-use (POU) rather than at a treatment plant far
away. USPW converted SF City & County to POU systems,
and is helping to green events, preventing hundreds of
thousands of bottles from landing in the waste stream.
SAN FRANCISCO CONSERVATION CORPS
sfcc.org/recycling.html
SOCAP and SFCC couldn’t do it without you! All event
waste at Fort Mason Center is managed by the San
Francisco Conservation Corps with an aim toward landfill
diversion and resource recovery. Following SOCAP11,
we received this update from SFCC: “We were able to
produce a resource recovery / landfill diversion rate of
96.19%, which means that only 3.81% of the event’s total
generated waste of 11,799.72 lbs is headed to landfill.
These great numbers could not have been achieved
without your support and cooperation in striving for a
‘zero waste’ event. SOCAP is absolutely one of, if not the
greenest event that we do. It is obvious that the SOCAP
producers and attendees have a real interest in putting on
as green an event as possible, which is extremely rare and
a pleasure for us to be involved in.”