SOCIAL CAPITAL MARKETS 2017

OCTOBER 10 ° 11 ° 12 ° 13

WELCOME | 1
 SOCAP17 CAMPUS
FIREHOUSE

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Cowell Lobby
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entry to
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COWELL (3rd Floor)
HERBST PAVILION
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BUILDING C
See below for details

B a y
BATS Annex (3rd Floor)

F r a n c i s c o
Embark Gallery/ BUILDING B BATS Theater
Sartle Library (3rd Floor)
Gallery
Gallery 308 Tent

WEST PIER GATEHOUSE

BUILDING A

ENTRANCE

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BUILDING C / 2ND FLOOR

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elev.
stairway
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Restrooms

F r a n c i s c o
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MAIN
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Coffee/Drinks Meeting Room #4

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WELCOME 6
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Meeting Room #1 41

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CONNECTIONS 10
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Meeting Room #6 ENTREPRENEURS 14
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CONTENT 22
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SESSIONS 30
103
Coffee/Drinks 102
101

Press
PARTNERS 66

Registration
TEAM 80
BEER GARDEN FIREHOUSE

TRANSPARENCY 88
Restrooms
Meeting Room #7
(Upstairs)

Entry

to Big Top
WELCOME
WELCOME
FROM THE FOUNDERS
It's hard to believe that this is the 10th annual Conference at the Intersection
of Money and Meaning: SOCAP17. It has been our privilege to convene this
amazing group of people from around the world for ten years; gathering
people who want to put their money where their values are, and to use
capital to change the world for good.
In our 10th year, we're focusing increasingly on the
big problems with systemic origins. Rather than
only sessions on alternative energy startups, we
are also looking at how the market can positively
impact climate change adaptation. Rather than
a few sessions on inclusion, this year we have a
major theme on racial equity, where we look
seriously at both the historic racial wealth gap and
also the ways people are using a mix of funding for
entrepreneurs with policy and attitude change.
Figuring out how to work with development
agencies on the UN’s Sustainable Development
Goals (SDGs) is another recognition of the cross
sector collaboration and integration that comes
with maturity. The way forward for SOCAP in year
ten seems to be: continue to include the role of
entrepreneurs and disruptive ideas, while also
figuring out how to work with all sectors and
players on the long-term problems facing us.
We are also happy to introduce the new owners
of SOCAP – SOCAP Group, headed by Bob Caruso.
As we have reached our tenth year of producing,
Kevin and I want to make sure that this amazing
conference will continue to be relevant and vibrant,
and hopefully have an even greater impact in the
world than had we continued to convene SOCAP
independently. We are not going anywhere, and
will be continuing in our roles as Convener and
Executive Producer. And we’re happy to know that
6 | SOCAP17 CONFERENCE GUIDE
our work will be even richer because of the added
resources and partnerships that SOCAP Group is
bringing to the table.
So, let us introduce to you here, Bob Caruso,
the Chair of SOCAP Group. Bob is an investor,
entrepreneur, and philanthropist, and he’s
been working in the impact space for almost
10 years. After a career in asset and investment
management, Bob founded The Human Elevation
Company, a media and technology company that is
focused on “building people that build the world.”
Bob is also the founder of Kantian Social Ventures,
an investment company that invests, incubates,
and invents in a new generation of purpose driven
companies. Bob, and the other investors in SOCAP
Group – all of whom have been deeply engaged
in this space – are perfectly suited to take SOCAP
to the next level as we continue to nurture what’s
growing at the intersection of money and meaning.
We are proud to be celebrating this new partnership,
and to see where it goes as the impact economy
matures and learns to play a reliable, important
role in our collective work with public sector and
philanthropic sector partners all working toward
the Sustainable Development Goals.
While you’re here this week, we hope you reconnect
with old friends and be sure to make many new
connections, too – because SOCAP isn’t just a
On behalf of SOCAP Group, we could not be prouder to
partner with the team at SOCAP to continue the great
work they have been doing for more than 10 years.
SOCAP has been a pioneer of the impact investing
industry and the largest convener in the space.
SOCAP’s place has always been in the vanguard of
the emerging global impact economy – convening
ideas and capital to catalyze world change. Rosa Lee
and Kevin have started and grown a brand that has
done far more than become the largest convener in
this space, it has a become a community. It is time to
engage this community in a collective effort with the
broader capital markets. And I’m glad to be part of
this new engagement and effort.
Each of us has a different perspective, approach,
and style, and together we share a mission of
accelerating capital flows to purpose driven
investments. Philanthropy and public-sector
support – while critical – is not sufficient to solve the
world's toughest challenges; we need market-based
solutions and investment to play their role to fill the
capital gap. We firmly believe the financial markets
will be a catalyst for good in the years ahead, and
are excited to continue SOCAP’s mission to convene
ideas and capital to catalyze world change.
We look forward to ramping up SOCAP’s efforts to
conference, it’s also a family reunion. If you’re an
investor, meet an entrepreneur or two. If you’re
an entrepreneur, meet an investor! Get up-to-date
on the latest happenings in impact investing. See
what people have figured out that is working to
create community wealth, or new technologies, or
thoughtful solutions that link justice with financial
return. But mostly, we hope you have a great time.
As always, the partnerships that begin at SOCAP
change the lives of the people who are building
a world where our grandchildren will be able to
thrive.
spread awareness of the impact market, curate
thought-leadership in the space, and educate the
community. SOCAP will begin expanding its brand
reach to larger, more mainstream audiences and
enhance its consumer engagement practices
to help bring impact investing into a broader
consciousness. In many ways, SOCAP’s mission to
be at the intersection of money and meaning is even
truer and more important today, in a world in which
impact investing is emerging into the mainstream
and grapples with how to generate innovative and
sustainable solutions to align the global financial
systems with the human needs of tomorrow.
With additional expertise, growth capital, and
partnerships, we are confident that SOCAP is the
brand to guide our industry’s next decades.
Thank you so much to
the dedicated SOCAP
community for your
continued support, and
enthusiasm, and effort!
Let’s go!
BOB CARUSO
CHAIR, SOCAP GROUP
We always look forward to this week to see the
amazing new work that will come to be, and
the lives that will be changed because of this
gathering! Welcome to SOCAP!
KEVIN JONES
CONVENER
ROSA LEE HARDEN
EXECUTIVE PRODUCER
WELCOME | 7
CONNECTIONS
 COMMUNITY-CURATED DISCUSSIONS
If you’re interested in connecting with a group of attendees around a specific topic or focus area, or continuing a
Pathable conversation face-to-face, we invite you to make it happen in the Impact Hub! Look for one of the Impact
Hub Hosts and ask them for help finding a time and location to host your discussion. They’ll help you get it onto
our SOCAP17 Pathable platform, so others can find you and join the conversation.

We encourage you to reach out via SOCAP17.pathable.com 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.

GENDER LENS INVESTING CHAMPIONS BREAKFAST

WEDNESDAY AND THURSDAY IN THE BIG TOP TENT

CONNECTIONS A highlight of SOCAP for many, the gender lens breakfast is an invitation to start your morning with a gender lens
focus and connect with people who you may not have otherwise. Grab breakfast in the front of the Big Top, then
@ SOCAP17 head to the back of the tent for this conversation that is intended to focus thinking, strategizing, and acting with a
gender lens.

MAXIMIZE YOUR CONNECTION VOLUNTEERS HEY – NICE PIN! PINT GLASS

Alongside the content, SOCAP has always been just as much about unstructured conversations
outside the sessions: in the hallways, and out on the piers, while enjoying the view! And to help
you find those unlikely allies who you have not yet met, SOCAP has created several opportunities
for connection.
POP-UP IMPACT HUB @ SOCAP17
Impact Hub is a growing, global human network that’s
leveraging its cultural, creative, and intellectual capital
to solve the increasingly complex and emergent
challenges that our world faces today.
At SOCAP17, in the center of the main hall, members
of the global community have created a pop-up Impact
Hub to help you connect and accelerate your work here.
We invite you to use the pop-up Impact Hub space the
same way that 15,000+ members utilize Impact Hubs in
100+ locations around the world each day of the year:
connect with fellow innovators, host meetings, get work
done, relax, and engage in the multiple opportunities
that present themselves in the open space. The host desk
at our pop-up Impact Hub is staffed with knowledgeable
hosts who are available to support your experience and
answer any questions you may have.
Beyond SOCAP17, we heartily encourage you to discover
and join your local Impact Hub community – from Austin
to Oakland, Tokyo to Moscow. An investment in Impact
Hub membership is an investment in your project, your
local community, your city, and our collective future!
Learn more and see a full list of global Impact Hub
locations at impacthub.net.
ONLINE COMMUNITY
Ask an Impact Hub Host if you need support!
Accessing Pathable (our online SOCAP networking and
scheduling platform) allows you to:
» » create a profile and meet fellow attendees
» » view SOCAP17 sessions
» » locate the room assignments for the sessions you
want to attend
» » create your personal schedule
» » view speaker profiles
» » start and join community discussions
» » receive real-time event updates
SOCAP17.pathable.com
Twitter: Include #SOCAP17 in your tweets for a
global audience who is following live. And
follow us at @SOCAPmarkets.
Facebook: Like something you see or hear at
the event? Tag it with #SOCAP17 and share it
with your friends! We’ll be sharing too. Like us
at facebook.com/SocialCapitalMarkets.
Instagram: Once you pick the right filter for
your SOCAP pics, tag them with #SOCAP17,
and share! Follow us at @SOCAPlive.
SOCAP17 welcomes
more than 100
volunteers who will
act as your guides
to the gathering.
Our volunteers are inquisitive
students, career changers, inspiring
entrepreneurs, and knowledgeable
social enterprise staff who are
available to answer questions and
offer unique perspectives. Keep an
eye out for this year’s blue volunteer
t-shirt.
SOCAP SOIRÉE
TUESDAY, 6:00 PM
At 6 pm on Tuesday night in
Festival Pavilion, we will kick off
our celebration of the 10th Annual
convening of SOCAP in style. Acre
Gourmet is catering our welcome
party with international hors d’oeuvres
to welcome people from around the
world! Hang with your SOCAP buddies,
and meet new ones. You won’t want to
miss this spread. The party will start at
the end of Tuesday’s plenary session
as we kick off our 10th annual SOCAP.
You don’t want to miss that session.
Hint: There will be cake!
We are big fans of
everyone in the SOCAP
community, and hope
this pin will make it
easier to recognize a fellow SOCAP-
er out in the world. Add it to a
bag, laptop case, or jacket, and
be delighted when it prompts an
unexpected connection with another
changemaker who recognizes the
yellow star. If you missed yours when
you checked in, you can pick one up
at the registration desk.
WINE DOWN
WEDNESDAY, 6:00 - 7:00 PM
Join us for an Impact Hub tradition:
the Wine Down. Located in Festival
Pavilion in the Impact Hub, this on-
site happy hour is an opportunity to
connect with friends and make dinner
plans in the fabulous city of San
Francisco. (Additional local meet-ups
are encouraged to self-organize via
Pathable! SOCAP17.pathable.com)
PARTY FAVOR
We’re so pleased to have
you as our guest at our
10th Anniversary Bash
that we’re handing out
party favors! When you
registered, you were given
a coupon to pick up your pint glass
at the bookstore, located in Festival
Pavilion. You also got a coupon for a
drink – to help you fill up that glass
(if you want) – at one of the parties.
Don’t forget to pick up your glass so
you can take home a memento of
these 10 years of money + meaning!
FOOD TRUCKS AND FESTIVITIES
WEDNESDAY, 6:00 - 10:00 PM
Join us for perhaps the best SOCAP
tradition: the Food Truck Party.
And because this is our big 10th
Anniversary be sure to bring your
dancing shoes, this party is going to
be Hot! We've moved this kick-off
tradition to later in the week and are
upping the volume. The party will
spill out from the front of Festival
Pavilion into the parking lot and
the Big Top, too. Starting out with a
more mellow, jazzy feel, expect the
rhythms to accelerate as the evening
continues.

10 | SOCAP17 CONFERENCE GUIDE CONNECTIONS | 11

ENTREPRENEURS
ENTREPRENEURS
@ SOCAP17
IMPACT ACCELERATOR @ SOCAP
The entrepreneur experience at SOCAP kicks off
before the opening plenary. We invite more than 150
social entrepreneurs from all over the world to the
Impact Accelerator: a day-long program to support
our scholarshipped social entrepreneurs. The Impact
Accelerator helps entrepreneurs amplify the benefit
they receive from SOCAP and connects them with a
network of peers and mentors that will extend beyond
the conference.
#SOCENT CENTRAL
If you are an entrepreneur, want to connect with
entrepreneurs, or are looking for entrepreneur-focused
resources, make your way to the #SOCENT Central
lounge in the Big Top. In this space, you’ll overhear and
join lively conversations about partnerships, scaling,
and problem-solving from the front lines, and find
profiles of our 150+ scholarshipped attendees.
14 | SOCAP17 CONFERENCE GUIDE
INNOVATION SHOWCASE
See the impact in front of you! Entrepreneurs featured in
our Innovation Showcase have products and prototypes
of their innovative solutions on-site. Visit the ventures
in the Big Top to learn more about the geography where
they work, their hurdles to scale, and the impact they’ve
experienced while growing their venture.
THE REAL DEAL: ADAP DEAL ROOM @ SOCAP
Through an open application process, ADAP Capital
has selected 8-10 companies to meet with a panel of
investors on Tuesday, October 10 at SOCAP. Join us as
ADAP performs their “Four Hour Due Diligence” process
and then selects 2-4 companies to invest in, with selected
ventures receiving $75,000 and a year of legal services
from Westaway Law. ADAP investments will be finalized
and announced in the Friday plenary on October 13 –
witness real deals in real time! ADAP will also work with
other investors who attend the pitch sessions who may
be interested in investing.
INNOVATION
SHOWCASE
CORAL VITA
Coral Vita restores dying reefs. We
accelerate coral growth up to 50x
natural rates while strengthening
their resiliency to climate change.
By supplying restoration projects
at scale with more diverse, rapidly
grown, and stronger corals, we
can preserve reef health and the
benefits they provide for more than
500 million people globally.
SUREHATCH
Surehatch manufactures and
sells automatic egg incubators
and hatchers. Founded in 2006
with zero capital, Surehatch has
sold incubators to more than
5,000 customers in more than 25
countries. Our incubators enable
entrepreneurs to start their own
poultry businesses, generate
incomes, and provide food security
to their communities.
CHANGE:WATER LABS
change:WATER Labs is developing
disruptive solutions to the problem
of non-piped or "off-line" sewage.
Our portable, evaporative toilet is
for applications with no power or
plumbing. Our toilet rapidly shrinks
daily sewage volumes by 10-20x,
expanding access to dignified, safe
sanitation for the 2.6 billion people
in vulnerable, off-line communities.
DIVINE BAMBOO CHARCOAL
Divine Bamboo Charcoal provides
a cooking solution that is clean
and sustainable to the 30 million
people in Uganda. We do this
by manufacturing and selling
high-quality bamboo charcoal
from our sustainable plantation.
The problem we are solving is
deforestation where indigenous
forests are being cleared for the
production of charcoal.
LUCKY IRON FISH
Lucky Iron Fish is a carefully
formulated and tested cast iron
fish that, when used in cooking, is
shown to substantially, safely, and
cost-effectively reduce instances of
iron deficiency and anemia in the
developing and developed world.
As a certified B Corporation, we are
committed to doing business in a
socially responsible way.
EARTHENABLE
EarthEnable is building clean,
healthy, affordable and sustainable
floors for people who live on dirt
floors. Dirt floors are impossible
to clean and harbor bacteria and
parasites, but the leading alternative
– cement – is unaffordable for most
people in developing countries.
EarthEnable provides flooring that
is 75% cheaper than cement.
ENTREPRENEURS | 15

NONSPEC
Nonspec makes low-cost, durable,
and adjustable prosthetic limbs for
people in developing nations. We
have developed a limb which meets
FDA, ISO, and CE standards while
still remaining affordable to more
than 80% of the world's amputees.
We achieve this by providing a
mass-producible, yet customizable
kit for upper and lower limbs.
SUSTEQ
Susteq has the goal to get safe water
to people in countries like Kenya,
Tanzania, Uganda, and Ghana. We
do this through a prepaid water
ATM that allows people to pay a
small amount for water. The money
is used to pay for infrastructure that
pumps up water, treats it if needed,
and transports it to end users.
ROOTS STUDIO
Roots Studio is a social enterprise
that digitizes culturally iconic
artwork from remote villages in
non-industrialized regions of the
world. The impact of digitization on
these artists is profound, as they can
distribute their creations globally,
sell a piece multiple times on many
mediums, and generate income
through electronic remittances.
PEACH HEALTH TECHNOLOGIES
Peach is a mobile electronic
medical records platform that uses
machine learning to detect diseases
and help health workers develop a
treatment plan. Peach's software
gives every health worker in Ghana
the ability to predict, detect, and
diagnose diseases with the same
competency as experts in a leading
healthcare institution.
16 | SOCAP17 CONFERENCE GUIDE
OLIO
OLIO is a free app tackling
the problem of food waste by
connecting neighbors with each
other, and with local shops and
cafes, so that surplus food can be
shared, not thrown away. We have
more than 250,000 users who have
together shared more than 350,000
items of food, and are growing
rapidly thanks to our 12,000+
volunteers. OLIO is being used all
over the world to facilitate hyper-
local food sharing networks.
THE NEW DENIM PROJECT
The New Denim Project is a venture
dedicated to fabricating 100%
upcycled and sustainable textiles.
Our main raw material is textile
waste (pre- and post-consumer),
which we break down back into
fiber and spin into new and
premium yarns, to weave and knit
ethically-made top quality fabrics.
Our operation is based on a closed-
loop process.
THISFISH
ThisFish is the leading provider of
affordable, easy-to-use seafood
traceability technology that
improves business efficiency, supply
chain transparency and consumer
trust in products. We target small-
and medium-sized operators, which
make up 80% of global seafood
supply chains.
TINY DOCS
Tiny Docs improves pediatric health
outcomes on a global scale. We're
Magic School Bus meets WebMD,
changing the world with cartoons
for any child in any language.
PASTUREMAP
PastureMap is ranch management
software that is building a climate
smart meat supply. We make it
easy for ranchers to adopt carbon-
friendly grazing practices, build
healthy grasslands, share data with
conservation landowners through
the supply chain, and access the
carbon market.
PRIDE PAD
PRIDE Sanitary Pad was established
in Ghana to produce organic and
biodegradable sanitary pads for
rural women and girls who lack
access to proper menstrual hygiene
products and education. We also
offer sustainable empowerment
of women’s livelihood through the
extraction of banana and plantain
fiber for use in our products,
cultivation of banana and plantain,
and more.
WATERQUEST
WaterQuest's solution is an
Artificial Intelligence based
Virtual Prospecting technology
with 98% accuracy to map and
identify renewable crustal water
from depths of 300-800 meters,
followed up by eco-conscious
drilling to develop a decentralized
perennial fresh water resource. Our
experience of developing more than
1,200+ sustainable perennial water
sources since 1977 across several
countries has revealed that the
Earth’s continental crust consists
not only renewable groundwater of
meteoric origin but also renewable
“crustal water” formed wholly
within the Earth’s crust in enormous
amounts.
YOUR TICKET:
SPONSORING ENTREPRENEURS
Entrepreneurship is central to our focus. And, supporting those who are out solving the world’s
problems remains one of our key objectives. So, again this year, SOCAP is setting aside 150
tickets (a quite substantial portion of our budget) to provide entrepreneur scholarships. Your
ticket, our many speakers who pay their way to the event, and sponsor contributions all make
this financially achievable. By making scholarships available and bringing these on-the-
ground entrepreneurs to SOCAP, we create the vibrant mix of entrepreneurs, investors, and
other players that sustains a growing marketplace for impact. We thank you for the role you
play in making this space accessible and inclusive. It is an honor to have you at SOCAP17.
SOCAP17 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 entrepreneur attendees
is available on our conference site.
Mateen Abdul / India / Grassroots Energy Inc Richard Bbaale / Uganda / BanaPads
Olawale Adebiyi / Nigeria / Wecyclers Nigeria Limited Stephen Bediako / United Kingdom / The Social
Innovation Partnership
Rose Afriyie / United States / mRelief
Ben Best / United States / Numida
Ankit Agarwal / India / helpusgreen
Akash Bhavsar / India / WaterQuest Hydroresources
Chike Aguh / United States / EveryoneOn
Management
Saad Ahmad / Pakistan / Nizam Bijli
Michelle Brown / United States / CommonLit
Aleem Ahmed / United States / Love Grain
Angelo Campus / United States / BoxPower
Matt Alexander / Colombia / Suyo
Stephanie Carlson / United States / Reflection Sciences,
Anna Amegatcher / Ghana / Growth Mosaic Inc
Jack Amend / United States / Web Neutral Project Caroline Caselli / United States / Haven Connect
Kobby Amoah / Ghana / Peach Health Technologies Emiliano Cecchini / United States / Off Grid Box
Habib Anwar / India / ayzh Domenico Centrone / Italy / EggPlant
Michelle Arevalo-Carpenter / Ecuador / IMPAQTO Jimmy Chen / United States / Propel
Gavin Armstrong / Canada / Lucky Iron Fish Brent Chism / United States / TaroWorks
Ricky Ashenfelter / United States / Spoiler Alert Dustin Claretto / United States / Tiny Docs
Alloysius Attah / Ghana / Farmerline Tessa Cook / United Kingdom / OLIO
Peter Awin / Ghana / CowTribe Africa Minda Cutcher / United States / Golden
Morgan Babbs / Nicaragua / Colibrí Eric Dales / Canada / TAMGA Designs
Isaac Baker / United States / Resonant Energy Gayatri Datar / United States / EarthEnable
Claire Baker / United States / The Toothpick Project Linda Davis / Kenya / Partnership on Women's
Entrepreneurship in Renewables (wPOWER)
Lindsey Barrow / United States / Lowcountry Street
Grocery Brittany Déjean / United States / AbleThrive
ENTREPRENEURS | 17
Jeff Denby / United States / The Renewal Workshop
Denis Kimbugwe / Uganda / Pure Products Limited
Arianne Engelberg / Guatemala / The New Denim
Project
Meg Erskine / United States / Multicultural Refugee
Coalition
Rudy Espinoza / United States / The Restore Fund
Catherine Flatley / Guatemala / Develop Link
Andrew Foote / Kenya / Sanivation
Dmitry Fotiyev / Senegal / Partagria
Khalil Fuller / United States / Learn Fresh
Sishir Garemella / India / Sunvest Energy
Luis Garza / Mexico / Kinedu
Lalit Gautam / India / Handscart
Gabriel Gimenez / United States / Unconventional
Neha Goel / United States / Intelehealth
Maneet Gohil / India / Lal10
Rochelle Gorey / United States / SpringFour
Juliana Gutiérrez / Colombia / Low Carbon City
Sabrina Natasha Habib / Kenya / Kidogo
Gator Halpern / United States / Coral Vita
Heinrich Hanekom / South Africa / Surehatch
Sarah Hemminger / United States / Thread Community
Model
Heather Hochrein / United States / EVmatch
Cassie Hoffman / United States / Conservation X Labs
Megan Hryndza / United States / Mighty Deposits
Rebecca Hui / United States / Roots Studio
Shrenik Jain / United States / Sunrise Health
Carl Jensen / Zambia / Good Nature Agro
Anup Karwa / India / SFPL Crop Life Science
Zak Kaufman / Switzerland / Vera Solutions
Erin Keaney / United States / Nonspec
Tumwebaze Khamutima / Uganda / Young Farmers
Champions Network
Christine Kim / United Kingdom / Simprints
Ashley King-Bischof / Kenya / Markit Opportunity
18 | SOCAP17 CONFERENCE GUIDE
Jon Kornik / South Africa / Plentify
Sandra Kwak / United States / 10Power
Kennedy Lamwenya / Kenya / SunPoynt Health
Manuel Ricardo Laredo Garnica / Bolivia / Mamut
Technological Materials of Construction
Julio Lavalle / Brazil / Poupa Certo
Mubarak Lawrence / United States / Ones Up
Tania Gabriela Limon Mendez / Mexico / iLab
Fanyu Lin / China / Fluxus
Mónica López / Mexico / PROtrash
Kristian Lundquist / Sweden / Gro Play
Michael Lwin / Myanmar / Koe Koe Tech
Mmakgantsi Mafojane / United States / New Sun Road
Mélanie Marcel / France / SoScience
Lanese Martin / United States / The Hood Incubator
Eugene Maseya / Malawi / Craft and Theory Flying Labs
Malawi
Jonathan Mativo / Kenya / ICT for Development Kenya
Alfred Mbinglo / Ghana / PridePad
Joseph McCord / United States / Medical Devices As A
Service (MDaaS)
Miriam Mehdi / Pakistan / Kafayak
Sonali Mehta-Rao / India / Awaaz.De
Wesley Meier / United States / EOS International
Ángel Mejía / Mexico / Inventive Power
Sara Minard / Guinea / Dechets a l'Or
Sara Minkara / United States / Empowerment Through
Integration
Eli Mitchell-Larson / United States / SunFarmer
Dorcas Mueni / Kenya / Ubuntu-Afya
Divine Nabaweesi / Uganda / Divine Bamboo
Bicky Nguyen / Vietnam / Cricket One
Joseph Nkandu / Uganda / Nucafe
Aaron Olson / United States / NovoMoto
David Paull / United States / Compostwheels
Rocio Perez-Ochoa / United Kingdom / Bidhaa Sasa
Amarys Preuss / France / The Nubian Vault Association
Mariángela Ramírez / Colombia / Impulsa Cacao
Shamus Reid / Canada / New/Mode
Hira Rizvi / Pakistan / She’Kab
Ryan Robinson / United Kingdom / Aeropowder
Fien Fomunung Rosette Forkom / Cameroon / Kayvey
Nutri Foods
Ann Runnel / Estonia / Reverse Resources
Reid Saaris / United States / Equal Opportunity Schools
Amit Saraogi / India / Oorja Development Solutions
Lauren Servin / United States / Di LORÉN
Sheeza Shah / United Kingdom / UpEffect
Akhil Sivanandan / Canada / Green Story
Katrina Spade / United States / Recompose
Steph Speirs / United States / Solstice
Paul Stevers / Canada / Think Renewables
Emily Stone / United States / Uncommon Cacao
Christine Su / United States / PastureMap
Marten Susebeek / Netherlands / Susteq
Eric Enno Tamm / Canada / ThisFish
Grant Taylor / Mexico / Quotanda
Sonya Taylor / United States / The Body Is Not An
Apology
Zeluis Teixeira / United States / Markit Opportunity
Allen Bailochan Tuladhar / Nepal / Picosoft
Bart van der Vossen / Netherlands / Healthy
Entrepreneurs
Kotchakorn Voraakhom / Thailand / Porous City
Network
Amy Vreeland / United States / TrueSchool Studio
Marianne Walpert / Tanzania / SimuSolar
Yi Wang / United States / MyH2O
Tony Weaver / United States / Weird Enough Productions
Deepthi Welaratna / United States / Thicket Labs
Kyle Wiggins / United States / Keteka
Kwami Williams / Ghana / MoringaConnect
Diana Yousef / United States / change:WATER Labs
Albert Yu Tai / Canada / Hypercare
ENTREPRENEURS | 19
CONTENT
SOCAP17
PROGRAMMING
President Obama’s last day in office was also my last day in the office, before taking maternity
leave to welcome my twin girls into the world. The aftermath of the US election and the process
of becoming a parent have both drawn my attention to the importance of communication and
healthy debate. Disagreements are productive; retreating to our own corners and hunkering
down is not.
In curating SOCAP, there are best practices and success stories to be shared that support
the growth of social enterprise and impact investing. But there are also current tensions and
distinctly different opinions about how this field will grow that warrant a place on stage. As we
prepare for sessions, I encourage the panelists to speak up if they have a different opinion or
perspective to offer – engage in the conversation so that we can all learn from navigating these
complex questions.
SOCAP convenes the space between various sectors and stakeholders because, year after year,
we’ve seen the progress and clarity that come from supporting conversations across silos. This
year, we invited five guest curators, from communities just adjacent to SOCAP, to bring the best of
their networks and engage the SOCAP community in their key conversations as our first Spotlight
series. Each took this invitation very seriously and I thank Gary Community Investments, Mission
Investors Exchange, CultureBank, B Lab, and Jed Emerson for their thoughtful contributions to
this year’s programming.
While prioritizing diversity of perspective has always been a hallmark of SOCAP, this year we
were compelled to go beyond inclusion and focus programming specifically on racial equity.
The Kellogg Foundation has been a committed and essential partner in curating this content.
These conversations might be uncomfortable, but they are critical for a just and sustainable
economy. I hope that every attendee ventures beyond their comfort zone to engage with this
topic, opens lines of communication, and navigates through the tension rather than around it.
Ten years in, the SOCAP conference is still created anew each year, in collaboration with
stakeholders from every corner of this lively and growing marketplace. I am grateful to all of
you who take time to offer your session ideas and share meaningful
work and challenging questions with a broader audience.
LINDSAY SMALLING
SOCAP17 Producer & Curator
22 | SOCAP17 CONFERENCE GUIDE
SPOTLIGHT SERIES
To celebrate the 10th anniversary of SOCAP, we have reached out to leaders in the impact
space and asked them to join us as Guest Curators. Each guest curated “Spotlight” is focused on
a core inquiry, and utilizes multiple sessions and various formats to explore that inquiry with
SOCAP attendees.
While developing their core inquiry and aligned sessions, SOCAP Guest Curators were asked
to draw from their own perspectives and networks while considering the diverse, cross sector
SOCAP community. Our hope is that our Guest Curators will help bring new ideas and voices
into the conversation at the intersection of money and meaning.
These Spotlights are in addition to the Themes that are driving content for SOCAP17.
B LAB | BCORPORATION.NET
CORE INQUIRY: What is the next generation of systemic change being driven by enlightened
businesses?
ORGANIZATIONAL STATEMENT: B Lab serves a global movement of people using business as a
force for good.
CULTUREBANK | CULTUREBANK.ORG
CORE INQUIRY: What if the path to an economy of shared prosperity is not through the capital
markets?
ORGANIZATIONAL STATEMENT: Founded at Yerba Buena Center for the Arts, CultureBank – a
new investment model that’s rooted in the belief that artists are uniquely equipped to transform
underserved communities – redefines investment and returns so that community wealth – plus
assets of all kinds – is uncovered, understood, leveraged, and shared.
GARY COMMUNITY INVESTMENTS | GARYCOMMUNITY.ORG
CORE INQUIRY: For the greatest impact on improving school success, increased earnings, and long-
term health, what if the smartest and most significant investment is in young children?
ORGANIZATIONAL STATEMENT: Gary Community Investments invests in for-profit and philanthropic
solutions for Colorado’s low-income children and families.
JED EMERSON | BLENDEDVALUE.ORG
CORE INQUIRY: To ensure that what we promote for the future is well grounded within our
traditions, cultures, and deep historical experiences of the past, what if we were to re-engage our
“how to” strategies in a deeper exploration of various community and individual understandings of
The Purpose of Capital?
ORGANIZATIONAL STATEMENT: Jed Emerson is an internationally recognized thought-leader
within impact investing and social entrepreneurship, navigating the blend of economic, social, and
environmental value creation and stewardship.
MISSION INVESTORS EXCHANGE | MISSIONINVESTORS.ORG
CORE INQUIRY: Mission Possible: how are foundations innovating and partnering across sectors to
drive more capital to real impact?
ORGANIZATIONAL STATEMENT: Mission Investors Exchange is the leading impact investing network
for foundations.
THEMES | 23
SOCAP17 THEMES
Themes are identified early in the year through conversation and listening, and they evolve
as specific sessions add range and depth to the topic. These themes are not boundaries or
suggested tracks to follow – there are many Wildcard sessions that do not fit within these
themes, and also sessions that fit in more than one theme – but rather are beacons to highlight
current areas of activity and innovation within this growing field. We encourage you to explore
across themes, and to follow your curiosity as often as your expertise.
IMPACT INVESTING
As more capital flows into impact investing, how do we maintain the spirit
and ethos that led to SOCAP’s creation ten years ago while preparing for
the future of the field? For this 10th anniversary year, founders, leaders,
practitioners, and provocateurs convene to look back and look forward,
strengthening the foundation of investing for impact, while also developing
new mindsets and models to invigorate the future of impact investing. Impact
increasingly has a place across all asset classes and investor types, all represented within the
big tent of SOCAP, which makes the conversation more dynamic and approachable than ever
before.
MEANING
From the beginning, SOCAP has been focused on the intersection of money
and meaning. Each year we devote time to explore the foundational
underpinnings of what motivates and connects us, the purpose of capital,
the spirit behind the work, and the larger context of investing with intention.
Reflecting on both timely and timeless themes, sessions will explore infusing
activist principles, transforming relationships, creativity, and the self-care
needed to take a stand, among other topics. The Meaning track at SOCAP17 will anchor the
conversation of how to individually and collectively seek meaning in our efforts and connect to
a larger purpose.
RACIAL EQUITY
As the community gathers to discuss the vision for the next ten years, now is
the time for an individual, institutional, and systemic examination of racial
equity in the impact investment field. In order to ensure that the solutions
being created and invested in are truly fair, just, and equitable they must
deeply engage with the legacy of racial bias in capital markets. In this track
we invite everyone to create a common language around equity, explore
processes for change and lessons learned, and apply a racial equity lens to investing and
entrepreneurship.
24 | SOCAP17 CONFERENCE GUIDE
NEIGHBORHOOD ECONOMICS
PRESENTED BY: Place-based investing and financial inclusion are not quaint ideas, they CO-PRESENTED BY:
activate local capital and drive critical economic growth in communities
around the globe. What are the next steps for investing in resilient and
economically just communities? Conversations in this track will examine:
engaging a wide variety of stakeholders, activating community voice,
exploring small-scale manufacturing, and creating prosperity for all to
CO-PRESENTED BY: retain and solidify local wealth.
EDUCATION
CO-PRESENTED BY: A quality education is a leading indicator in economic growth for individuals, CO-PRESENTED BY:
communities, and nations, yet is elusive to millions of people on the planet.
The nature of a quality education is also shifting rapidly to keep pace with
21st century skills and innovation. This track will examine the importance
of early childhood education as the basis of any educational system,
strengthening the pipeline of new economy ready students, global trends in
education, the connection between employers and education systems, and how technology is
being leveraged to increase access to education in the US and emerging markets.
CLIMATE CHANGE
PRESENTED BY: The need to address climate change continues to escalate from urgent to CO-PRESENTED BY:
desperate. Previous US administrations have neglected to prioritize the
issue and the current administration has publicly rejected action to address
climate change. In the absence of government, what solutions exist for
CO-PRESENTED BY: entrepreneurs, private capital, and the diverse community of changemakers
at SOCAP to make a difference on climate change, locally and globally?
Beyond regulation, business and capital markets are exploring options for mitigation and
adaption that recognize and value the real assets of a healthy planet.
THEMES | 25

SUSTAINABLE LIVELIHOODS
The global workforce and the future of work is changing as industries are
disrupted by automation, globalization, and new technologies, creating
both risks and opportunities for ensuring sustainable livelihoods. Human
capital is an area ripe for impact investment in both urban and rural areas,
regardless of sector, for the obvious economic impact as well as related
health, education, and societal outcomes. Sessions in this track will discuss
what makes a “good job,” the latest research around jobs that are beneficial for business and
society, creating good companies from the start, and how investors and entrepreneurs can align
their efforts to invest in employees for meaningful return.
BEYOND AID: ACHIEVING DEVELOPMENT GOALS
To address the world’s persistent challenges, additional capital beyond
government and traditional aid must be aligned with the Sustainable
Development Goals (SDGs). Despite decreasing public sector resources for
development, the SDGs provide a unifying framework for impact investors,
development agencies, philanthropy, companies, countries, financial
INCLUSIVE FINTECH
institutions, and multi-stakeholder engagements to coordinate meaningful
SUB THEME
impact. How can we better organize funding, collective goal setting, and measuring and
PRESENTED BY:
integrating impact in support of the SDGs? This track explores various roles capital can play,
ecosystem building to mobilize additional stakeholders, and case studies of innovative tools,
models, and approaches for replication and scale.
OPEN
SOCAP Open is our means of curating community-generated content, and
crowdsourcing input on sessions that participants would like to see at
SOCAP. Open sessions may fall within one of our existing content themes,
and then 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!
WILDCARD
Wildcard sessions are those that don’t particularly fit within another theme,
but are still important or emerging conversations. Though these topics may
be out-of-the-box or undefined in the sector, we find it’s important to be
responsive to the diversity of interests within our community. This year,
several sessions within the Wildcard theme are interactive sessions designed
to help attendees leverage the incredible insight and experience of the
community that gathers at SOCAP17.
26 | SOCAP17 CONFERENCE GUIDE
GOOD CAPITAL PROJECT
@ SOCAP17
GOODCAPITALPROJECT.COM
The Good Capital Project (GCP) is a collaborative, two-year initiative to drive more capital to purpose driven
investments. Leveraging expertise from the financial, design, academic, non-profit, governmental, and impact
communities, GCP aims to promote innovative work, support existing initiatives, and develop new solutions to align
the global capital markets with the human needs of tomorrow.
GCP launched in June of this year in New York City, gathering select senior-level attendees to kick-off the industry-wide
collaborative effort, and form the foundation of the project. Ongoing efforts are focused on six Grand Challenges*,
which are reflected in many sessions independently suggested and generated by the SOCAP community. Join this
industry-wide effort by participating in one of the GCP workshops, or attending the various sessions addressing these
common challenges. (Check Pathable for additional details and room assignments.)
Good Capital Project Design Workshop: Education Programs to Scale Impact Investing - Tuesday, 12:30 - 2:00 pm
*Addressing the Grand Challenges of Enabling the Entrepreneur, Creating Shared Understanding, Impact Measurement
Good​ ​Capital​ ​Project​ ​Design​ ​Workshop:​ ​the​​Impact​​Economy​​Supply​​Chain - Tuesday, 2:30 - 4:00 pm
*Addressing the Grand Challenges of Investable Solutions, Legal Structures & Policy, Product Design & Distribution
C0-PRESENTED BY:
Below are a few SOCAP17 sessions that are aligned with the GCP Grand Challenges.
Creating Shared Understanding
»» Authentic Marketing for Social Impact Businesses - Wednesday, 10:45 am
»» From the Talk to the Walk: Collaborate or Die - Thursday, 5:15 pm
»» Communicating about Impact - Thursday, 5:15 pm
Enabling the Entrepreneur
»» Flying Blind: No Way to Build a Social Enterprise - Wednesday, 10:45 am
»» Failing at Scaling: It’s Not All About Capital - Wednesday, 2:30 pm
»» Accelerators and Access to Finance: What New Evidence Is Telling Us - Wednesday,
3:45 pm
Product Design & Distribution
»» Insights from Impact Advisors and Consultants - Wednesday 1:15 pm
»» Engaging Donor Advised Funds in Impact Investing - Wednesday 2:30 pm
»» Scaling Up through Public Markets: Structures and Strategies for Accessing New
Capital - Thursday, 4:00 pm
Legal Structures & Policy
»» Looking Beyond Venture Capital: Understanding the Need for Alternative Deal
Structures - Wednesday, 1:15 pm
»» Making the Law Work for Social Entrepreneurs - Thursday, 11:00 am
»» How to Embed and Ensure Impact, Legally - Thursday, 5:15 pm
Impact Measurement
»» Evolution of Impact Reporting - Wednesday, 1:15 pm
»» The Data Conundrum - Wednesday, 3:45 pm
»» Evolution of B Lab’s Gold Standard and Assessment Tools - Friday, 11:30 am
Investable Solutions
»» Banks and Impact Investors: Allies or Adversaries? - Wednesday, 12:00 pm
»» Is Impact Investing Ready for a Secondary Market? - Thursday, 12:15 pm
»» Syndicating for Good - Thursday, 4:00 pm
THEMES | 27
SESSIONS
 ICON LEGEND 8:30 AM
SPECIAL PROGRAM REGISTRATION OPENS
IMPACT INVESTING
IMPACT ACCELERATOR
The Impact Accelerator is specifically designed
for social entrepreneurs, to amplify the benefit
MEANING they receive from SOCAP and connect them with
a network of peers and mentors that will extend
beyond the conference.
RACIAL EQUITY
9:00 AM
NEIGHBORHOOD ECONOMICS
ACCELERATING THE ACCELERATORS
An annual SOCAP gathering, this year accelerator
leaders will convene to learn about the accelerator
EDUCATION selection tool, talk about and share best practices,
and breakout into working groups to discuss new
shared tools and processes. This year, additional
unstructured time has also been set aside to help
CLIMATE CHANGE accelerator leaders from around the world meet
and get to know more about each other's programs.
12:00 PM
SUSTAINABLE LIVELIHOODS
BEYOND AID GENERAL REGISTRATION OPENS
OPEN 12:30-2:00 PM
FACILITATED NETWORKING BY SECTOR
Meet other attendees in similar or related areas of
WILDCARD
work from around the world. All are welcome and
invited to self-select into these broad categories
based on interest, experience, or otherwise. For
both longtime SOCAP attendees and first-time
GOOD CAPITAL PROJECT
attendees, take this opportunity to make new
connections that will last beyond SOCAP17. Look
for signs by registration directing you where to go.
Agriculture – including but not limited to the fields of
INCLUSIVE FINTECH
energy, water, sustainable fashion, food, conservation,
climate change, and sustainable livelihoods
Technology – including but not limited to media,
SPOTLIGHT
arts, fintech, cryptocurrency, mobile, marketing,
30 | SOCAP17 CONFERENCE GUIDE
and future of work
Community Health and Development – including
but not limited to public health, education, food,
government, racial equity, community organizing,
urban planning, and creative placemaking
GOOD CAPITAL PROJECT DESIGN WORKSHOP:
EDUCATION PROGRAMS TO SCALE IMPACT
INVESTING
What training and education programs
are needed for students, entrepreneurs,
advisors, investors, and practitioners alike
to develop a common lexicon, taxonomy,
and measurement for impact? This is an
open workshop that continues the Good
Capital Project’s discussion around the Grand
Challenges of Enabling the Entrepreneur, Creating
Shared Understanding, and Impact Measurement
and Management. Come participate to share your
ideas and insight. through increasing their own personal capacity
Carolina Henriquez-Schmitz / Thomson Reuters
Pamela Jacobs / Envestnet
Good Capital Project Design Team
MOVEMENT MAKERS: THE METHOD BEHIND
THEIR MOMENTUM
The strategies propelling successful
movements are uniquely applicable to
increasing engagement for positive social
impact. Those that influence the social norms
affecting their market – instead of campaigning or
competing – will lead our future. You'll take away
the three must-haves in all movements – including
the six roles that enable success – and pinpoint
the unique role you're most needed to play in the
movement you're making.
Charlie Brown / Context Partners
Robert Benedict / Context Partners
1:00 - 4:00 PM
THE REAL DEAL: ADAP DEAL ROOM @ SOCAP
ADAP (A Different Approach to Poverty)
is hosting an action-oriented deal room,
and all interested SOCAP attendees
are invited to join the conversation. Five to ten
outstanding entrepreneurs selected through an
open application process will meet with (not
pitch to!) a group of investors. After this session,
ADAP will perform rapid due diligence and make
investments by the end of the week of SOCAP.
Winners will receive a $75,000 investment from
ADAP Capital as well as a year of legal services
from Westaway Law.
TUESDAY OCTOBER 10
CONSCIOUS LEADERSHIP FOR IMPACT
WORKSHOP @ SOCAP*
Hosted by Conscious Company Media
In this half-day, highly interactive
workshop participants will create and
deepen the connection with other
conscious leadership peers, and
also learn how to realize their full potential as
a values-aligned leader. Participants are invited
to dive deep into the interdependent connection
of personal leadership to ignite collective action,
thus creating sustainable impact – a holistic
approach to creating greater good in the world
of “Me” to build a stronger team of “We” and
ultimately make the world a better place.
*separately ticketed event
2:30-4:00 PM
GOOD​​CAPITAL​​PROJECT​​DESIGN​​WORKSHOP:​ ​
THE​​IMPACT​​ECONOMY​​SUPPLY​​CHAIN
From deal sourcing and due diligence to
distribution and promotion, what are the
central gaps and challenges preventing
our industry from achieving an integrated supply
chain for impact investments at scale? This is an
open workshop that continues the Good Capital
Project’s discussion about the Grand Challenges
of Investable Solutions, Legal Structures and
Policy, and Product Design and Distribution. Come
participate to share your ideas and insight.
Agnes Dasewicz / United States Agency for
International Development (USAID)
Caroline Vance / Deutsche Bank
Lisa Willems / AlphaMundi
Megan Fielding / TIAA Investments
Reggie Stanley / ImpactUs
Good Capital Project Design Team
FACILITATED NETWORKING BY GLOBAL REGION
Whether you have traveled in from these regions
of the world, are engaged in work related to these
SESSIONS | 31
 geographies, or are just interested in meeting other
attendees with a similar interest, all attendees are
encouraged to participate in one of four parallel
networking sessions, organized by global region.
You will surely learn something new and convert
a few strangers into friendly faces around campus
TUESDAY, OCTOBER 10
throughout SOCAP. Regions will include Asia, Latin
America, Europe and Africa.
3:00 PM
GETTING THE MOST FROM YOUR SOCAP
EXPERIENCE
60 MINUTE SESSION
Whether this is your first SOCAP, or you’ve attended
every year, orient yourself to SOCAP17 with an
overview of this year’s programming and venues,
along with tips on how to maximize your time and
align your activity to get the most out of SOCAP.
4:30 PM
OPENING PLENARY
THIS IS URGENT, AND WE ARE INSPIRED
90 MINUTE SESSION
As we reconvene for the tenth anniversary of
SOCAP, some challenges loom large – like social
justice and climate change – that we must face
head on. But, the wind in our sails is the progress
that has been made, and the many opportunities
ahead to engage a broader audience in the
conversation around investing in regenerative,
equitable, culturally aware solutions. Kick off
SOCAP17 with some of the most passionate and
inspiring members of this global community.
Penelope Douglas / CultureBank
Deborah Cullinan / Yerba Buena Center for the Arts
Marc Bamuthi Joseph / Yerba Buena Center for the Arts
Sonya Renee Taylor / The Body Is Not An Apology
Hunter Lovins / Natural Capitalism Solutions
John Morris / Good Capital Project
Tony Carr / Halloran Philanthropies
Audrey Selian / Artha Initiative
Music Action Lab
32 | SOCAP17 CONFERENCE GUIDE
6:00 PM
WELCOME PARTY
FESTIVAL PAVILION
Our SOCAP Soirée welcomes the global SOCAP
community with international hors d'oeuvres, and
plenty of time for greeting old and new friends.
7:30 AM
B R E A K FA S T
FESTIVAL PAVILION AND BIG TOP
8:30 AM
PLENARY SESSION
A GLOBAL MOVEMENT WITH ROOM TO GROW
120 MINUTE SESSION
To set the stage for this milestone convening,
members of the Global Social Impact Investment
Steering Group update on the international
conversation, and the head of the UNDP speaks to
the critical role of this community in achieving the
Sustainable Development Goals. Impact industry
pioneers – all celebrating a ten year anniversary
– discuss the roadmap for the next ten years. And
leading foundations explain how they are doubling
down on mission. New opportunities for impact,
so far ignored or unexplored, are illuminated and
invite consideration.
Tracy Palandjian / Social Finance
Fran Seegull / US Impact Investing Alliance
Rodrigo Villar Esquivel / New Ventures México
Kartik Desai / Asha Impact
Achim Steiner / United Nations Development
Programme (UNDP)
Patricia Farrar-Rivas / Veris Wealth Partners
Giselle Leung / Global Impact Investing Network
(GIIN)
Bart Houlahan / B Lab
Lindsay Smalling / SOCAP
Matt Onek / Mission Investors Exchange
Clara Miller / Heron Foundation
Emmett Carson / Silicon Valley Community
Foundation
Luis Duarte / Gary Community Investments
Satya Nitta / IBM’s Watson Internet of Things
Miljana Vujosevic / Prudential
Kesha Cash / Impact America Fund
Stephen DeBerry / Bronze Investments
Daniel Borok / Newark Venture Partners
10:45 AM
PA R A L L E L S E SS I O N S
WEDNESDAY, OCTOBER 11
THE CASE FOR INVESTING IN EARLY
CHILDHOOD: WHY WE CAN’T AFFORD TO WAIT
Neuroscientists and economists cite
early childhood as both a critical period
of development and when investments
can have some of the strongest returns.
The early care and education sector
represents an estimated $157 billion
dollar market. New knowledge is setting the
stage for breakthrough impact on the learning
and development of young children, particularly
for those at risk of falling behind. This session
will provide the background that investors and
entrepreneurs need for action.
Amy Klement / Omidyar Network
Matthew Weatherley-White / CAPROCK Group
Judy Cameron / National Scientific Council on the
Developing Child
Rob Grunewald / Federal Reserve Bank of
Minneapolis
IMPACT INVESTING: A DISCUSSION ON THE
STATE OF THE FIELD
Without question, impact investing is
scaling. $8.7 trillion in the US is invested
with impact, and $115 billion is invested
with deep impact globally. Incumbent wealth
platforms and asset managers have entered the
market seeking to raise billion dollar funds. Yet,
many impact ventures, funds, and institutions
struggle to raise capital. And what about enabling
functions like data, research, metrics, and policy?
Join us for a discussion on the state of the field.
Cathy Clark / CASE at Duke
Fran Seegull / US Impact Investing Alliance
THE BUSINESS CASE FOR RACIAL EQUITY
Advancing racial equity is not only a social
justice goal, it can spur business success
and economic growth. Our communities,
states, and nation are not realizing the full
potential of all of our people. This resource rich
session will present the facts of the laws and
practices perpetuating a system of racism in the
US. We'll begin to understand how this intersects
with our own worldview and hear examples of
SESSIONS | 33
 groundbreaking work in the investment field.
Howard Walters / W.K. Kellogg Foundation
Ani Turner / Altarum Institute
WEDNESDAY, OCTOBER 11
Jacinta Gauda / Gauda Group
FLYING BLIND: NO WAY TO BUILD A SOCIAL
ENTERPRISE
Delivering social good typically involves
scrambling with limited resources to tackle
pressing and desperate challenges. The
understandable instinct is to reach as many people
as quickly as possible. But – without timely data to
understand customer experience, social impact,
and business drivers – social enterprises are often
flying blind. Lean Data and other customer-centric
techniques can deliver important insights at low
cost, leading to greater social impact at scale.
Ann Mei Chang / US Global Development Lab at USAID
Maryana Iskander / Harambee Youth Employment
Accelerator
Sasha Dichter / Acumen
Lindsay Louie / William and Flora Hewlett Foundation
REDEFINING PERSONAL WELLNESS
Our society has allowed the marketplace to
define our sense of significance and well-
being based on success and appearances.
However, we have the opportunity to step out
of that framework and build another basis for
our well-being. This requires that we first take a
personal journey to understand our own values
and motivations around money. This session will
explore how to take that understanding and move
towards the economy of being well.
Vince Siciliano / New Resource Bank
Donna Morton / Change Finance
IMPACT INVESTING AS A PALLIATIVE OR AS A
SYSTEMIC INTERVENTION FOR JUSTICE?
Impact investing gained popularity based
on the notion that investors are able to
“have their cake and eat it too.” Yet, many
worthwhile interventions still seem palliative,
rather than looking at the underlying causes.
Can impact investing fulfill its promise without
addressing systemic injustice and wealth inequality
to redefine who wins and who loses in the economy?
Andrea Armeni / Transform Finance
Rodney Foxworth / BALLE
Regan Pritzker / Libra Foundation
Aner Ben-Ami / Candide Group
34 | SOCAP17 CONFERENCE GUIDE
SCALING IMPACT IN EMERGING MARKETS VIA
LOCAL FUNDS
Local fund managers stand at the nexus of
supporting promising entrepreneurs and
offer the unique ability to leverage millions
of investment dollars into the generation of
hundreds of millions in revenue, employment
for thousands, and scalable products and
services that can improve the lives of millions. This
panel will illuminate common challenges and best
practices in scaling up the flow of capital in local
economies and the subsequent impact on social and
environmental issues worldwide.
Will Poole / Capria
Patrick Cannell / Performa Investimentos
Megan Walsh Thompson / Ford Foundation
Dmitry Fotiyev / Brightmore Capital
Rich Ambrose / Pomona Impact
Nicholas Vickery / International Finance
Corporation (IFC)
AUTHENTIC MARKETING FOR SOCIAL IMPACT
BUSINESSES
When your mission drives every decision
you make, gaining a competitive advantage
requires articulating your impact. This panel
of experts from the worlds of marketing,
branding, video, mobile technology, social
media, and influencer strategy will share
today’s best practices for effective, authentic digital
communications for mission-driven businesses,
from startups to established enterprises operating
multi-million dollar campaigns. The group will offer
tactical strategies, tips, and a look at emerging
technologies that are disrupting the industry.
Janet Fouts / Tatu Digital Media
Gerard Adams / Fownders
Cassie Fowler / Pledgeling
Paul Lynch / Cage Free Productions
Gopika Prabhu / Elefint Designs
Justin Belleme / JB Media Group
INVESTING WITH PURPOSE: SUSTAINABLE COFFEE
Coffee is the second most traded
commodity globally. While the demand for
ethically- and sustainably-sourced products
grows exponentially, coffee is still grown by
smallholder farmers living near or below
the poverty line. With 80% of the world’s
coffee produced by ~25 million smallholders,
supporting farmers to grow high-quality products
and linking them to the specialty coffee value
chain is critical. This panel will explore how major
stakeholders are enabling farmers to thrive and
encouraging investors to take action.
Harper McConnell / Starbucks Coffee Company
Jamie Martin / Morgan Stanley
Rachel Serotta / Root Capital
Tara O'Shea / Planet
GOOD JOBS ARE GOOD INVESTMENTS
Why should investors care about jobs? Many
early-stage companies focus on minimizing
employee costs, yet new evidence suggests
that maximizing human capital strategies
can be a competitive advantage. How can
we use the power of money to promote
quality jobs, good people management, and human
capital practices? During this session, field leaders
and investors will showcase recently launched
software for assessing job quality outcomes and
discuss strategies for considering human capital in
the investment process.
Mark Popovich / Aspen Institute
Renata Hron Gomez / Investors’ Circle
Ed Briscoe / Weave Social Finance
Mary Jo Cook / Pacific Community Ventures
RISKY BUSINESS: HOW CAN WE LOWER RISKS TO
SCALE INNOVATIVE FINTECH COMPANIES?
One of the key challenges for impact
investors is figuring out the level of risk
involved in early-stage companies. But
what if that risk could be somewhat
removed to pave the way for more
money to flow to innovative solutions?
In this session, investors and startups of Catalyst
Fund will discuss ways to de-risk investments in
fintech startups in emerging markets by working
with a group of like-minded investors, funders,
entrepreneurs, and fintech specialists.
Adam Sorensen / Gates Foundation
Yoann Berno / Catalyst
David del Ser / Catalyst Fund
Tahira Dosani / Accion Venture Lab
Miguel Duhalt / Comunidad4Uno
WE’RE ALL GETTING OLDER! SOCIAL
ENTREPRENEURSHIP CHALLENGES &
OPPORTUNITIES IN THE AGING ECONOMY
Increasing longevity has created
unprecedented opportunities in healthcare,
finance, interpersonal relationships,
communication technologies, and more. What do
older Americans need and want, and what are the
unique challenges in this space that entrepreneurs
WEDNESDAY, OCTOBER 11
and impact investors must overcome? Hear from
successful company founders who are creating
value across diverse market verticals, unified by
our buoyancy in this demographic tidal wave.
The founders will share how they have overcome
challenges, and how they quantify social impact.
Val Ornoy / LifeAssist Technologies
Kai Stinchcombe / True Link Financial
Thuc Vu / OhmniLabs
Marcie Rogo / Stitch
Victor Wang / care.coach
12:00 PM
PA R A L L E L S E SS I O N S
REWRITING THE ROLE OF FAILURE
Failure is an inevitability of the
entrepreneur experience. Social change
leaders experience pressures to “get it
right” – the mission is critical, they have
teams to motivate, or they’re helping
people consider old problems in new
ways. Although failure can be an innovator’s best
learning tool, the ways money is tied to impact can
leave little room to experience and learn from it.
How can the ecosystem rewrite the role of failure
to sustain and develop impact entrepreneurs?
Eric Dawson / Peace First
Katrina Spade / Recompose
Rey Faustino / One Degree
Christopher Ategeka / Health Access Corps
BANKS AND IMPACT INVESTORS: ALLIES OR
ADVERSARIES?
Are banks and social impact paradoxical?
Can investing in banks ever be impact
investing? What impact do your deposits
have while you’re asleep? This session
will provide a deep-dive in sustainable
banking, exploring both the investment
and impact case.
Vince Siciliano / New Resource Bank
Clara Miller / Heron Foundation
Lisa Hall / Anthos Asset Management
Laurie Spengler / Enclude
SESSIONS | 35
 OPPORTUNITIES IN EARLY CHILDHOOD: A
SECTOR RIPE FOR INNOVATION
With a strong research foundation from
WEDNESDAY, OCTOBER 11
child neuroscience, development, and
evaluation, we know a lot about how
children learn and develop. The next frontier
for early childhood education is applying that
knowledge in new ways. Learn where the innovation
opportunities are from the investor, science,
business, and implementation perspectives.
Isabelle Hau / Omidyar Network
Judy Cameron / National Scientific Council on the
Developing Child
Henry Wilde / Acelero Learning
George Halvorson / Kaiser Permanente
GO BIG OR GO DEEP? IMPACT AS COMPETITIVE
ADVANTAGE
While the entrance of mainstream
financial institutions is critical for scaling
impact investing, the opportunity to
delight investors with bespoke impact offerings is
in the sweet spot for more boutique organizations.
This panel will explore how longtime impact
practitioners are innovating at the deep end of the
pool as a competitive differentiator to avoid being
absorbed or compromised by the mainstream.
Tim Freundlich / ImpactAssets
Maya Chorengel / The Rise Fund
Patricia Farrar-Rivas / Veris Wealth Partners
Wayne Silby / Calvert Foundation
UNLOCKING THE POWER OF CAPITAL FOR
SYSTEMIC CHANGE
Investors, donors, and changemakers must
speed the transition to a regenerative
economy. Thousands of highly motivated
wealth holders have committed to
activating a majority of their assets
towards lasting well-being for society
and the environment. Find out how you can
join a growing group of financial activists and
field leaders who are training in the necessary
philosophy, strategies, and practices of moving
major money toward a more just future.
Deb Nelson / RSF Social Finance individually and culturally. Whoever
Joel Solomon / Renewal Partners controls the distribution channels, controls
Akaya Windwood / Rockwood Leadership Institute
Don Shaffer / RSF Social Finance
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BEYOND ENERGY: BLENDED FINANCE AND
IMPACT INVESTING IN UNDERSERVED NATURAL
CAPITAL MARKETS
The world loses between 5 and 20 trillion
dollars of ecosystem services each year,
primarily those provided by natural
resources such as forests, water, soil, and
oceans. The booming green bond market
is one example of market demand, but the
majority is directed towards renewable energy
and infrastructure. This session will explore
lessons learned from mainstreaming investments
in conservation and how capital providers with
different risk-return and impact expectations
scale investment for critical natural resource
management challenges.
Kevin Smith / Goldman Sachs
Joan Larrea / Convergence
Adam Connaker / Rockefeller Foundation
Dale Galvin / Rare
Stacey Faella / Woodcock Foundation
ASSET DISCOVERY AND DEVELOPMENT: A
FUTURE OF SHARED PROSPERITY
CultureBank is a new model for mobilizing
community cultural assets for social
impact that seeks to trigger a culture shift
in investment systems so that community wealth
is understood, leveraged, and shared. This lively
roundtable will discuss definitions of wealth and
explore the process of discovering and developing
valuable assets in and with communities. We’ll
consider new models for asset discovery and
development that make community investments
more productive in the long-term.
Penelope Douglas / Yerba Buena Center for the Arts
Daryn Dodson / Illumen Capital
Ashara Ekundayo / Impact Hub Oakland
Marina Gorbis / Institute for the Future (IFTF)
FREE YOUR MIND: NARRATIVE CHANGE AND THE
ROLE OF MEDIA AND ART
Change the narrative and change
perceptions. Media and art play a massive
part in the perception of what we value
the narrative. Not your typical place for
impact investing, come hear of the disruptive
work and opportunities that investors, business,
and entrepreneurs are engaged in to bring diverse
voice, cultures, and programming for all.
Solly Granatstein / America Divided
J. Period / Mixtape DJ & Hip-Hop Producer 1:15 PM
AJ Jones II / W.K. Kellogg Foundation PA R A L L E L S E SS I O N S
WEDNESDAY, OCTOBER 11
TRANSFORMING INGO BUSINESS MODELS: THE
INNOVATING FOUNDATIONS (IT’S NOT YOUR
ROLE OF MARKET-BASED SOLUTIONS AND
GRANDFATHER’S PHILANTHROPY)
IMPACT INVESTING
What does innovative impact investing
This panel will explore three key themes
by foundations look like? Pioneering
related to the role of international non-
foundations will respond to rapid-fire
governmental organizations in impact
questions meant to spark debate and
investing. First, it will unpack the true assets
reveal strategies for employing the most
of INGOs and surface cases of when assets
innovative investment models in the
have and haven’t proven effective. Second,
impact investing space. This lively and interactive
it will explore operational questions including
conversation will address opportunities for “deep
new structures and partnerships with investors
impact,” and how foundations use first-in capital,
and corporations to improve impact and business
the heft of endowments, and their prominent
outcomes. Lastly, it will explore how INGO assets
platforms to partner for social change.
can be leveraged for impact, and what needs to
Jamie Merisotis / Lumina Foundation
change – whether rooted in culture, partnerships,
Tracy Palandjian / Surdna Foundation
or other – to push the sector to a new level.
Kelly Ryan / Incourage
Alice Gugelev / Global Development Incubator
Debra Schwartz / MacArthur Foundation
Marilia Bezerra / CARE Enterprises
Patrick Fine / FHI 360
Drew von Glahn / World Bank Group WOMEN, LEADERSHIP, & POWER: WHAT WILL IT
Richard Gomes / Shell Foundation TAKE?
Women are still vastly underrepresented
in leadership and spheres of influence
INDIGENOUS FINANCE: RE-BUILDING SOCIAL
including media, finance, politics, and
CAPITAL TO UNLOCK OPPORTUNITIES FOR
business. With heightened awareness of the
IMPACT
social and economic consequences of persistent
This panel will showcase innovative
gender inequity, advancing women in leadership
instruments and recent transactions that
will require a fresh, transformative, and cross-
are overcoming the financial exclusion of
sector approach to address the challenges and
Indigenous Peoples. How can Indigenous
opportunities. We will tackle important questions
communities benefit from and contribute
related to women’s pathways to leadership, what
to the growing world of impact finance
cultural and structural changes are needed,
and more traditional finance? How can this be
and how women can model new paradigms of
done in a non-colonial manner that builds on
leadership and power.
and respects their unique assets? This panel will
Marianne Schnall / What Will It Take to Make a
address these questions and highlight incredible
Woman President?
impact investments opportunities that Indigenous
Suzanne Biegel / Catalyst at Large
communities are leading.
Aimee Allison / Democracy in Color
Lourdes Inga / International Funders for
Cynthia Nimmo / Women’s Funding Network
Indigenous People (IFIP)
Tiffany Shlain / 50/50 Day
Shaun Paul / Ejido Verde
Josue Velasquez / Intercultural Indigenous
University of Michoacán EVOLUTION OF IMPACT REPORTING
Chrystel Cornelius / First Nations Oweesta Impact measurement, reporting, and
Corporation assessment all command heightened
Nicole McDonald / J.W. McConnell Family attention in today's marketplace. As well
Foundation they should, given that everybody wants
to know how their assets are performing.
SESSIONS | 37
 And yet, there are still many different approaches
to providing investors and philanthropists with
the impact data they covet. In this session, several
WEDNESDAY, OCTOBER 11
industry leaders will share recent developments in
impact reporting, and discuss how the discipline
must continue to evolve.
Nick Flores / CAPROCK Group
Todd Johnson / iPAR
Sara Olsen / SVT Group
LANGUAGE MATTERS
Language is a powerful tool for dividing
and uniting. Many terms have systemic
underpinnings and help maintain the status
quo. In this session, we will clarify the differences
between equity, diversity, and inclusion to give
everyone a common, actionable language. This
active session is a unique opportunity for collective
conversation, not just a semantics lesson. We
will create a safe, nonjudgmental space to be
vulnerable and ask questions.
Uma Viswanathan / W.K. Kellogg Foundation
Daryn Dodson / Illumen Capital
Joseph Mouzon / Anita Borg Institute for Women
and Technology
Annette Evans Smith / Alaska Native Heritage Center
NEIGHBORHOOD PLACEMAKING IS THE REMEDY
TO “UNNATURAL CAUSES” AFFECTING HEALTH
This session will bridge silos in
conversations taking place around
“building healthy communities,”
“gentrification,” and “opportunity in the innovation
economy.” Communities themselves are often left
out of neighborhood development, and even well-
intentioned groups can fail to address systemic
problems and create sustainable pathways
forward. This panel will feature real talk from
community leaders on ways to support place-
based innovation that help communities meet
their own needs and drive their own development.
Markese Bryant / Remix: The Soul of Innovation
Sandra Davis / California Endowment
Nicole Lee / Urban Peace Movement
Tiffany Gibson / Higher Ground Neighborhood
Development
Mariela Uribe / Alameda County Public Health
Department and health outcomes over their lifetimes. Targeted,
Tyrone Stevenson Jr. / Original Scraper Bike Team
38 | SOCAP17 CONFERENCE GUIDE
INSIGHTS FROM IMPACT ADVISORS AND
CONSULTANTS
As the demand for impact products and
services grows, financial advisories are
emerging globally with an evolving focus
on impact. Who are these advisors? Who
are their customers and how is their
clientele changing? What innovation are
they bringing to the field to address cost
and impact management? What do they
see trending in impact over the next five
years? Join us as we hear from six global leaders
in the field of impact investing.
Lisa Kleissner / Toniic
Jessica Matthews / Cambridge Associates
Annie Roberts / Open Capital Advisors
Jennifer Kenning / Align Impact
Martin Rich / Future-Fit Foundation
Jonathan Firestein / Ascent Private Capital
Management of U.S. Bank
Glen Yelton / SNW Asset Management
LOOKING BEYOND VENTURE CAPITAL:
UNDERSTANDING THE NEED FOR ALTERNATIVE
DEAL STRUCTURES
Ten years of direct impact investments
have taught us a lot about what type of
capital works well for social enterprises
– and it's not always venture capital or
straight debt. This session explores in detail
the rise in alternative deal structures and
how they can lead to more just results. Building
on the expertise of practitioners, the session will
showcase a range of emerging models by sector,
stage, growth, and exit opportunity.
Andrea Armeni / Transform Finance
Aner Ben-Ami / Candide Group
Victoria Fram / Village Capital
Astrid Scholz / Sphaera
FINANCIAL INNOVATION: PAY-FOR-SUCCESS
AND OTHER CAPITAL STRATEGIES IN SUPPORT
OF OUR YOUNGEST GENERATION
Research suggests that children from
low-income or vulnerable families face
challenges from an early age that often
result in negative social, economic, educational,
high-quality interventions and investment in
children, their families, and their communities
can close some achievement and opportunity
gaps. This panel will discuss innovative work from
around the United States that more thoughtfully
invests resources in underprivileged children
through models like pay for success, lending
strategies, and public-private-partnerships.
Jim Sorenson / Sorenson Impact Foundation
Neeraj Aggarwal / Michael & Susan Dell Foundation
Deborah Kasemeyer / Northern Trust Corporation
Jessica LaBarbera / Nonprofit Finance Fund
“ENTREPRENEUR FRIENDLY” INVESTORS: DO
THEY REALLY EXIST?
Many impact investors say they are
“entrepreneur-friendly,” but what do
entrepreneurs most need from investors?
Hear from a panel of honest, direct speaking
social entrepreneurs about what has worked and
not worked in their investor relationships, and
how the right kind of support has helped drive
their business success. This panel should appeal to
both entrepreneurs as well as investors seeking to
mitigate risk and add value to entrepreneurs.
Rachel Connors / Yellow Leaf Hammocks
Shelley Saxena / Sevamob
Tracey Turner / Copia
Andy Lower / A Different Approach to Poverty (ADAP)
Minhaj Chowdhury / Drinkwell
CIVIL INVESTING: SOCIAL CAPITAL AND THE
CIVIC MEDIA CRISIS
“Fake news,” “alternative facts,” and the
designation of independent news media
as “enemies of the people” are threatening
democracy worldwide. With massive digital
disruption sweeping through the news business,
mission-driven investment and ownership models for
media companies globally are becoming ever more
important. A panel of international impact-focused
media owners and investors explore ways to finance
news organizations to protect the civic role of the
media and sustain its vital function in democratic life.
Patrice Schneider / Media Development
Investment Fund
Burt Herman / Lenfest Institute for Journalism
Harlan Mandel / Media Development Investment
Fund
Nienke Venema / Stichting Democratie en Media
David Haas / Wyncote Foundation
ONLINE EDUCATION FOR CHANGEMAKERS:
BREAKTHROUGHS ON THE HORIZON
This panel will explore recent progress in
WEDNESDAY, OCTOBER 11
bringing higher quality online education
to changemakers in developing nations.
Panelists will discuss key advances emerging
from Philanthropy University, the pioneering
work of +Acumen, and others. Panelists will
explore the challenges in using technology to scale
an education system with tangible benefits, with a
focus on solving the problem of creating a product
originating in the North and West that is able to
serve learners in the Global South.
Miriam Chaum / Philanthropy U
Jo-Ann Tan / +Acumen
Ben Mangan / BerkeleyHaas
IMPACT INVESTING IN PEACEBUILDING
Today, we face an unprecedented level of
human conflict around the world. At the
same time, impact investing is increasingly
used to address a wide variety of global
challenges. This session will explore the
use of impact investing to heal divides,
alleviate conflict, and create shared purpose.
While conflict regions are often considered high-
risk and areas to avoid by investors, there is a
critical role to be played by thoughtful impact
investors and brave entrepreneurs to lay the
economic foundation for conflict resolution and
peace.
Julie Hammerman / JLens
Kola Masha / Babban Gona
Catherine Gill / Root Capital
Aryeh Green /Gigawatt Global
Alexis Bonnell / United States Agency for
International Development (USAID)
2:30 PM
PA R A L L E L S E SS I O N S
MONEY DIVAS
Women are reinventing every aspect of
capital markets. Meet women from diverse
backgrounds who believe in justice,
love, and intact ecosystems as radical
approaches to how money moves. They
work in public markets, private equity,
and philanthropy and collectively bring humor,
SESSIONS | 39
 artistry, and boldness to reinvent money.
Rosa Lee Harden / SOCAP
Donna Morton / Change Finance
WEDNESDAY, OCTOBER 11
Kimberly King / Kimberly King Media
Akaya Windwood / Rockwood Leadership Institute
Georgette Wong / Correlation Consulting
SCALING FINTECH FOR INCLUSION AROUND THE
WORLD
Fintech innovators have the potential to
increase access to, improve the quality of,
and reduce cost of financial services for the
underserved at scale. But to scale successfully, they
need access to different kinds of support throughout
their growth trajectory. This session explores the
capital and non-financial needs of scaling inclusive
fintech. Startups at different stages, funders, and
investors speak to the challenges of identifying the
right resources to support growth at the right time.
Vikas Raj / Accion Venture Lab
Christopher Sheehan / WorldCover
Allison Lu / Tala
Alex Lazarow / Omidyar Network
Jacob Haar / Community Investment Management
THE ESSENTIAL INTERMEDIARY
The system entrepreneur is the one
who catalyzes the ecosystem to build
community wealth. Despite being essential,
it’s often hard to fund this central role due to a
funder bias for funding direct impact. The system
entrepreneur is one step removed from direct
impact but drives evolution of the whole system.
In a pilot project in Armenia, the UNDP is showing
the right way an anchor institution can fund the
system entrepreneur. Join us to hear more about
this role and this project.
Kevin Jones / SOCAP
Mariianne Crary / HubSV
Audrey Selian / Artha Initiative
Artak Melkonyan / UNDP
INVESTING IN CLIMATE CHANGE INNOVATION
Private capital and entrepreneurs are
stepping up to address climate change
despite the inaction of government and
entrenched interests. While money is an
essential way to contribute to new ventures,
the expertise, networks, and resources to
take an idea from concept to commercialization
often account for equal or greater value. Learn
40 | SOCAP17 CONFERENCE GUIDE
from a variety of organizations working to build a
more effective ecosystem of support and expand it
as quickly as possible.
Joe Speicher / Autodesk $80 billion are a powerful tool through
Victoria Fram / Village Capital
Nicole Systrom / Primera Coaching and Consulting
Melissa Uhl / Elemental Excelerator account at a public charity that lets the
Philip Varnum / Lemelson Foundation
FAILING AT SCALING: IT’S NOT ALL ABOUT CAPITAL
Why are there thousands of new mission-
driven enterprises but few ventures
that serve millions? Capital is the issue,
right? Wrong. The Innovation Investment
Alliance (IIA) – a partnership of the Skoll
Foundation, USAID’s Global Development
Lab, and Mercy Corps – has invested nearly $50
million to scale up some of the highest-performing
social enterprises in the world. Hear seasoned
entrepreneurs and funders share real stories
about what went wrong and how they navigated
to get back on track.
Alexis Bonnell / USAID Center for Development
Innovation
Keno Sadler / Echoing Green
Ella Gudwin / VisionSpring
Michael MacHarg / Mercy Corps
Erin Worsham / CASE at Duke
COME TOGETHER, RIGHT NOW: CATALYZING
PLACE-BASED IMPACT INVESTING ECOSYSTEMS
What does building a place-based impact
investing ecosystem really mean? Who
is involved and how are they learning
from each other? Rooted in research, this
session features foundation leaders and
others who have come together focused on
the common goal of improving a place. Whether
you are an investor, investee, or advisor, come to
hear how stronger networks and coordination can
amplify your work. Leave with a vision and tips for
growing your own impact investing ecosystem.
Susan Hammel / Minnesota Council on Foundations
Cynthia Muller / W.K. Kellogg Foundation
William Towns / Benefit Chicago
Melanie Audette / Mission Investors Exchange
ENGAGING DONOR ADVISED FUNDS IN IMPACT
INVESTING
Donor advised fund (DAF) assets totaling
which to practice impact investing and
grant making. A DAF is a charitable
donor advise on capital deployment.
Increasingly, DAFs are being used as family
foundation alternatives. Join us to hear from our
expert panelists about how capital can be donated
and invested for impact out of these lesser- known,
but potent and growing charitable vehicles.
Fran Seegull / US Impact Investing Alliance
Bert Feuss / Silicon Valley Community Foundation
Tim Freundlich / ImpactAssets
Sarah Gelfand / Fidelity Charitable
BUILDING A PIPELINE FOR RACIAL EQUITY
It is time to change the story around who is
an entrepreneur and founder. Entrepreneurs
of color are underrepresented and
underfunded today. How can the field better identify,
cultivate, accelerate inclusive entrepreneurship?
Hear from leaders in the field who are creating
different and unique structures. We’ll feature
a number of case studies and examples in this
resource heavy and tactical discussion. Ample time
for questions will be a part of this session.
Tony Tolentino / Blackstone Inclusive
Entrepreneurship Challenge
Cliff Barber / Expanding Black Business Initiative
Emile Cambry / Blue1647
Humaira Faiz / Arabella Advisors
LEARNING THROUGH PLAY IN EARLY CHILDHOOD
Evidence shows that the biggest impact on
a child’s trajectory through life takes place
during the early years. Emerging research
demonstrates that play is a powerful tool for
educational development and enables children
to become creative, engaged, lifelong learners.
During this session, experts and practitioners will
present high quality, low-cost and scalable play-
based models that have the potential to yield
high impact for children, their families, and their
communities in the developing world.
Devon McLorg Ritzer / BRAC
Fiona Smith / LEGO Foundation
Sarah Jaffe / Worldreader
Afzal Habib / Kidogo Early Years
THE NETHERLANDS SOCIAL IMPACT (R)EVOLUTION:
AN ENGINE FOR ECONOMIC GROWTH
The Netherlands social enterprise sector is
WEDNESDAY, OCTOBER 11
gaining mass momentum. In five years, the
sector grew by 70% to €3.5 billion. It creates
more jobs than commercial peers, and accounts for
3% of Dutch GDP growth. This is the result of a unique
ecosystem with business, finance, and government
collaborating in a National Social Enterprise
Platform. The Dutch share insights on creating
this vibrant ecosystem and how this approach can
transfer to other countries and regions.
Willemijn Verloop / Social Enterprise NL
Stef van Dongen / Enviu
Warner Philips / Social Impact Ventures NL
Leila Janah / Samasource
Founders of Fairphone, GoodUp, and The Social
Medwork
FORGET NET ZERO: IT’S TIME TO INVEST IN
NEGATIVE CARBON
Turning the tide on climate change is the
most urgent challenge facing humanity.
What we do in the next 50 years will
determine the next 10,000 years of life
on Earth. Not only do we need to reduce
human-caused greenhouse gas emissions,
but we must rapidly, and massively, draw carbon
down from the atmosphere. How? Land-use. Soil,
forests, and coastal wetlands offer enormous
carbon sinks that can stabilize and cool our
precipitously warming planet. Hear from leading
researchers, ranchers, forestland managers, and
impact investors on the best technology available
for solving global warming: natural systems.
Bettina von Hagen / Ecotrust Forest Management
Amrita Vatsal / Ecotrust Forest Management
Kat Taylor / Beneficial State Bank
Cory Carman / Carman Ranch
ECONOMIC EQUITY IN WOMEN’S REPRODUCTIVE
RIGHTS – A COORDINATED PLATFORM APPROACH
Access to reproductive care is critical to
economic opportunity and equity. Mission-
driven investors who care about women’s
health and reproductive rights and justice now
have a range of investment opportunities to
complement their philanthropy and advocacy.
This is a field ripe for innovation. This panel will
examine new investment approaches and specific
opportunities, supporting current providers, and
spurring innovation in the sector.
SESSIONS | 41
 Shelley Whelpton / Arabella Advisors
Ben Powell / Agora Partnerships
Nancy Swanson / Linked Foundation
WEDNESDAY, OCTOBER 11
Lisa Molinaro / Tara Health Foundation
3:45 PM
PA R A L L E L S E SS I O N S
STORIES FROM THE FIELD: PERSPECTIVES FROM
ENTREPRENEURS AND RESEARCHERS IN THE
EARLY CHILDHOOD SECTOR
Similar to other industries, the early
childhood sector has produced incredible
amounts of research, valuable and
effective interventions, and prototypes.
This session will feature successful
entrepreneurs who have figured out how
to tap into these high-potential resources. You
will leave with insight into the balancing act of
designing a successful venture that draws on
existing research.
Nicola Boyd / Starling By VersaMe
Matt Glickman / BabyCenter
Teju Ravilochan / Uncharted
Bob Pianta / University of Virginia's Curry School
of Education
Luis Garza / Kinedu
THE FIRST MILE: RACIAL EQUITY IN CAPITAL
DEPLOYMENT
How can the impact investing field begin
to address systemic racism at the capital
deployment level? We’ll discuss the
internal processes and procedures being used to
make capital more diverse and representative.
This session will get into the weeds on how
practitioners put equity into practice everyday.
From blind screens for investments to HR policies,
participants will leave with actionable steps to
take back home for their organizations.
Edward Dugger III / Reinventure Capital
Stefanie Thomas / Impact America Fund
Ulili Onovakpuri / Kapor Capital
42 | SOCAP17 CONFERENCE GUIDE
DONE DEALS: INVESTMENT OPPORTUNITY
FORUM OF THE MISSION INVESTORS EXCHANGE
Real deals come to life in Mission Investors
Exchange’s Investment Opportunity Forum
with fast-paced, investor / investee side-
by-side stories of social and environmental
problem-solving. Every deal presented was
fueled by foundation capital.
John Balbach / MacArthur Foundation
Gireesh Shrimali / Climate Policy Initiative, India
Joan Briggs / Fink Family Foundation
Martin Edlund / Malaria No More
Madeline Wu / David and Lucile Packard Foundation
Julie Rosser Mahowald / Housing Trust Silicon Valley
Nhadine Leung / Mission Investors Exchange
LOCAL ECOSYSTEM INVESTING FOR ECONOMIC
JUSTICE
Local Ecosystem Investing (LEI) is emerging
as the innovative edge of the domestic
impact field. Leveraging the social and
financial capital in place-based networks, LEI
opens financing opportunities in underserved
communities by reducing investor risk and cost.
LEI achieves organic dealflow, enhanced due
diligence, customer loyalty, and political influence
by activating communities to invest in and organize
for portfolio success. Explore the right roles for
investors, advisors, and philanthropy to advance
this dynamic field.
Aaron Tanaka / Center for Economic Democracy
Jessica Norwood / Runway Project
Lucas Turner-Owens / Boston Ujima Project
Kevin Fanfoni / Calvert Foundation
THE DATA CONUNDRUM
As data, measurement, and transparency
continue to plague impact investing's
ability to reach scale, recent growth of the
ecosystem suggests a new chapter. Join
four organizations that have identified
problems across transparency, data
measurement, and data management and
learn about the tools and solutions they
have created. Together, we’ll discuss the
range of challenges and opportunities that have
surfaced along this journey.
Rehana Nathoo / Case Foundation
Amanda Feldman / Bridges Impact+
John Duong / Lumina Foundation
Amanda Kizer / B Lab
ACCELERATORS AND ACCESS TO FINANCE:
WHAT NEW EVIDENCE IS TELLING US
Ask an entrepreneur about his or her
greatest concerns and there is a good
chance that you will hear about access to
capital. But what does the research tell us
about financing constraints for small and
growing businesses, especially in emerging
markets? How do accelerators really help SGBs
secure more capital? How does access to finance
really influence SGB growth rates? Panelists will
discuss these questions, drawing from several
recent studies of accelerator programs.
Peter Roberts / Social Enterprise @ Goizueta
Susannah Eastham / Aspen Network of
Development Entrepreneurs (ANDE)
Katherine Arblaster / Deloitte
Oscar Artiga / TechnoServe
INVESTING IN EQUALITY: TOTAL PORTFOLIO
APPROACHES TO LGBT IMPACT INVESTING
This panel will address leading LGBT
investment themes and opportunities
across asset classes, ranging from high-
impact shareholder activism around anti-
discrimination policies and practices, to
emerging forms of investor engagement in
public policy at both the state and global levels,
to direct investing in private companies providing
LGBT-friendly products and services. Speakers
bring diverse perspectives: a highly engaged asset
manager, an activist LGBT foundation, a social
entrepreneur, and a non-profit thought leader.
Kris Hermanns / Pride Foundation
Matt Patsky / Trillium Asset Management
Andres Wydler / StartOut
Kristin Lang / Croatan Institute
THE OTHER CAPITAL: HOW IMPACT INVESTORS
CAN HELP PORTFOLIO COMPANIES TACKLE
TALENT CHALLENGES
Seventy-five percent of early-stage
entrepreneurs believe that the inability
to attract and retain talent is a critical
impediment to scaling. In this panel, we’ll discuss
the ways that investors can help their portfolio
companies tackle human capital challenges (like
recruiting and retaining the best talent, cultivating
senior leaders, and defining the right culture and
values) to unlock their world-changing potential.
Paul Breloff / Shortlist
Dena Trujillo / Omidyar Network
Lauren Cochran / Blue Haven Initiative
Tim Kunihiro / RippleWorks
WEDNESDAY, OCTOBER 11
APPLYING EXPONENTIAL TECHNOLOGIES TO
ACHIEVE ZERO HUNGER
International aid agencies have the benefit
of tremendous scale, infrastructure,
and local expertise but are not always
considered as agile or innovative as actors
in other sectors. Yet, with heightened
attention on achieving the Sustainable
Development Goals (SDGs) by 2030, some global
players are defying expectations by accelerating
frontier technologies to reach their goals. Focusing
on SDG #2: Zero Hunger, this session will showcase
new approaches to identifying, developing and
scaling proven solutions.
Bernhard Kowatsch / World Food Programme (WFP)
Alexis Bonnell / United States Agency for
International Development (USAID)
Io Blair-Freese / Bill & Melinda Gates Foundation
THE FRONT LINE: HOW MILLENNIALS ARE SHAPING
SOLUTIONS TO TACKLE CLIMATE CHANGE
The majority of millennials acknowledge
that climate change is an issue. Yet a sea of
complexity and slow-moving policy debates
overwhelm the conversation, making it
harder to inspire people to get involved.
At the same time there are millennials
who are rising up with solutions to tackle climate
change. Join this session to learn how … and how we
can join the movement.
Steph Speirs / Solstice Initiative
Clementine Chambon / Oorja
Christine Su / PastureMap
Gator Halpern / Coral Vita
Arpit Dhupar / Chakr Innovation
Neil Yeoh / Echoing Green
OFF WALL STREET: THE DEMOCRATIZATION OF
IMPACT-FIRST INVESTING
Impact investing is going through a golden
age of democratization. Technology
and knowledge are eroding the barriers
keeping everyday investors out of impact.
Learn more about recent innovations that
are ushering in a new paradigm of citizen
engagement and bring impact into their portfolios.
Tyler Jackson / Low Income Investment Fund (LIIF)
Amy Cortese / Locavesting
SESSIONS | 43
 Dorrit Lowsen / Change Finance CHANGING THE NARRATIVE FOR WOMEN
Liz Sessler / ImpactUs
WEDNESDAY, OCTOBER 11
COMMUNITY BANKS AS INNOVATORS? HOW
PARTNERSHIPS ARE CHANGING LOCAL ECONOMIES
Learn how community banks are
partnering with fintech companies to solve
neighborhood problems such as access
to capital, data usage, foreign exchange,
and reaching the un- and underbanked.
Partnerships between startups and banks
are allowing for innovation nationwide
with the goal of expanding globally. The
panel will go over current programs and
discuss future directions, with time for questions
from the audience.
Damon Magnuski / PeopleHedge Marina Kaneti / Global Development Incubator
Angel Rich / WealthyLife capital, depending upon heritage, traditions, and
Colleen Poynton / Core Innovation Capital worldview. Hear from four leaders in the field
Tammy Halevy / Association for Enterprise
Opportunity (AEO)
5:00 PM
PA R A L L E L S E SS I O N S
10 YEARS LATER: HOW FAR WE'VE COME, AND
WHERE WE ACTUALLY ARE
Over the past decade, impact investing
has grown from a niche concept to a
mainstream opportunity. From small
conversations to major conferences, from boutique
investments to public markets. How much progress
have we made? What risks lie ahead? And where
do we go from here? We'll hear from industry icons
who've been here since the beginning and get their
take on the big issues of the past alongside the big
questions for the future.
Dave Chen / Equilibrium Capital
Fran Seegull / US Impact Investing Alliance
Maya Chorengel / The Rise Fund
Ron Cordes / Cordes Foundation
Mark Newberg / Womble Carlyle
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ENTREPRENEURS IN EMERGING MARKETS
Only 3% of companies backed by venture
funding are run by women. Why is it
critical to support women entrepreneurs,
especially in financial services, technology,
and clean energy in emerging markets?
To reframe the narrative, it is important to
move beyond “household livelihood” support for
women. This panel will discuss what it means to be
a female entrepreneur, the role of investors, and
how the narrative changes across sectors, markets,
and the value chain.
Linda Davis / wPOWER Hub
Lisa Curtis / Kuli Kuli Foods
Tahira Dosani / Accion Venture Lab
Victoria Fram / Village Capital
YOU ARE DOING IT WRONG: INVESTING
WITHOUT EXITS
90 MINUTE SESSION
It seems crazy and presumptuous to say
that the hundred billion dollar startup
investing industry does business all wrong, but it’s
true. It’s even more crazy that impact investors
follow this flawed model, waiting for exits in
markets and geographies that have never seen
an acquisition. This hands-on workshop will teach
you alternative structures for investing without
exits, including revenue-, dividend-, and royalty-
based structures used around the world today.
Luni Libes / Fledge
Andrea Armeni / Transform Finance
Jim Davidson / Investors' Circle
Rodrigo Villar Esquivel / New Ventures Group
Aner Ben-Ami / Candide Group
Ron Boehm / Boma Investments
Jenny Kassan / Jenny Kassan Consulting
SIBS, DIBS, AND PIE: GLOBAL & DOMESTIC
PERSPECTIVES ON OUTCOMES BASED
FINANCING MODELS
90 MINUTE SESSION
Outcomes Based Financing sits at
the intersection of evidence-based
policy making, impact investing, government
accountability, and transformative scale. Learn
about practitioners leveraging green bonds to
combat global climate change, infrastructure
bonds to meet domestic sustainability goals,
and how development impact bonds (DIBs) help
mothers, children, and students. Hear how pay for
success (PFS) is evolving beyond traditional forms
to reach population-level scale through outcomes
rate cards and a new Public Impact Initiative
better known as "pie” (PII).
Alexis Bonnell / United States Agency for
International Development (USAID)
Jeff Shumway / Social Finance
Mike Pollack / Educate Girls
Samiksha Nair / World Bank
Shu Dar Yao / Social Finance
THE PURPOSE OF CAPITAL: PAST PERSPECTIVES,
PRESENT POSSIBILITIES
90 MINUTE SESSION
Even within impact investing, there are
diverse perspectives on the purpose of
regarding their journey and understanding of
this question, including an attorney specializing
in Sharia law, a specialist in worker-owned
cooperatives, and a long-time equity activist.
This interactive session will share perspectives
among participants of how they came to their
understanding of the purpose of capital.
Jed Emerson / Blended Value
Umar Moghul / Roberts Moghul & Partners
Alison Lingane / Project Equity
Morgan Simon / Candide Group
THE POWER OF STORY: HOW EXPLORING YOUR
OWN NARRATIVE LEADS TO CHANGE
90 MINUTE SESSION
If you are hoping to transform the economy
for good, you have a story for how you got
involved. But that’s only a part of the larger story
that is your life. Every part of your journey matters.
Don’t let generational stories of lack or scarcity
limit what you can achieve. Join these experts in
narratives for an interactive session to creatively
look at your past and present in order to move
with greater clarity, purpose, and vision towards
the future.
Romal Tune / ClereStory
Daisy Ozim / Resilient Wellness
BJ Harden Jones / Institute for The Work of Byron
Katie
SIX PRINCIPLES OF LEADERSHIP FOR SOCIAL
INNOVATION
90 MINUTE SESSION
WEDNESDAY, OCTOBER 11
Drawing from Echoing Green's 30 years
providing leadership development,
participants in this session will engage in
an exercise to highlight their strengths and
areas of improvement as it relates to six
core leadership principles. The workshop will be
highly interactive, including personal reflection,
small group work, and large-group discussions.
Upon completion, participants will have an
actionable plan to improve their leadership so
they can better show up as leaders in the social
innovation space.
Kate Hayes / Echoing Green
INVESTING IN THE RESISTANCE: IMPACT &
INNOVATION IN A TIME OF CHANGE
From the Women's March to the rise of
grassroots groups like Indivisible, the
last year has brought an outpouring of
civic engagement. Have you wondered
how these efforts tie together, what the
movement will do next, or how your
investments can help build the future we want?
Join us to discuss the big ideas emerging in
this moment, challenges associated with this
outpouring of energy, and how investors can
rethink impact as a result.
Christie George / New Media Ventures
Leah Hunt-Hendrix / Solidaire Network
Ari Wallach / Synthesis Corp
Sarah Williams / Propel Capital
MAKING MAKER CITIES
The way we make things is changing: instead
of mass production, consumer demand is
increasing the market for artisanal goods.
With new local manufacturing and micro-
business opportunities, cities are poised to
create job growth and prosperity – but will
miss the boat if they don’t foster an environment
supporting business innovation, skills alignment,
and entrepreneurial training. In this session,
learn how cities are preparing for new economic
development, with a focus on creative industries
and the emerging maker movement.
Ilyssa Meyer / Etsy
Nicole Heckman / Made By Project
Derek Ozkal / Kauffman Foundation
Emily Robbins / National League of Cities
SESSIONS | 45
 CROSS-BORDER IMPACT INVESTMENT IN CHINA
90 MINUTE SESSION
Social investing in China consists of venture
WEDNESDAY, OCTOBER 11
philanthropy by foundations and some foreign
impact investors, but it is a small capital market to
support a fast-growing number of Social Purpose
Organizations (SPOs). Many Chinese institutions are still
debating, learning, and navigating impact investing,
resulting in a dearth of impact capital. Bridging this
funding gap will require collaboration among different
types of investors, hybrid social finance tools, and
reducing barriers for cross-border impact investors.
Tat Lam / Shanzhai City
Daniel Hsu / Village Capital
CC Huang / Equilibrium Capital
Bin Li / China Social Innovation Forum
Calvin Chin / Early Stage Investor
Andrew Pidden / Deutsche Asset Management
Wenrao Wang / Social Venture Partners China
WHERE DO YOU FIT?
90 MINUTE SESSION
Despite being more rehearsed discussing
racism on personal and interpersonal
levels, we often remain poorly equipped
to address its systemic roots. Join this
opportunity to explore how systems
of racial oppression impact us personally and
professionally. Learn about deconstructing these
systems through intentional truth telling that
leads to healing and collective power. In a spirit of
humility, generosity and authenticity, this powerful
experience will help you begin to understand
systemic racism and human hierarchy.
Oronde Miller / W.K. Kellogg Foundation
Andrew Brower / W.K. Kellogg Foundation
UNCOVERING OPPORTUNITY IN OVERLOOKED
COMMUNITIES
How do you measure and address a
community’s access to opportunity? In
this session, we will explore examples of
successful, place-based approaches to
community development through strategic
impact investments, while extracting
lessons that can be applied to any neighborhood
nationwide. We will also do a deep dive into
evaluating the success of investments while
assessing and addressing a community’s challenges
through cross-sector data, community engagement,
and new data-driven approaches to measurement.
Lori Chatman / Enterprise Community Loan Fund
Tiffany Manuel / Enterprise Community Partners 100 SOCAP attendees.
46 | SOCAP17 CONFERENCE GUIDE
David Erickson / Federal Reserve Bank of San Francisco
Maggie Super Church / CLF Ventures
6:00 - 7:00
PM
WINE DOWN
Come kick back and unwind with us in the Impact
Hub @SOCAP after the second day of SOCAP17!
This on-site happy hour is an opportunity to
connect with friends and make dinner plans in the
fabulous city of San Francisco.
6:30 PM
FILM SCREENING
AMERICA DIVIDED
“In a country divided, our stories unite us.”
America Divided is an EPIX Original docu-
series – executive produced by Norman
Lear, Shonda Rhimes, and Common – that features
narratives around inequality in education,
housing, healthcare, labor, criminal justice, and
the political system; all woven into an eight-
story, five-part series. The show follows high-
profile correspondents as they explore aspects of
inequality related to their own biographies. Join
us Join us in the Southside Theater for a montage
screening and Q&A following the screening.
AJ Jones II / W.K. Kellogg Foundation
Solly Granatstein / America Divided Director
J. Period / Mixtape DJ & Hip-Hop Producer
7:00 PM
AUXILIARY EVENT
SUM AND SUBSTANCE @ SOCAP17*
Sum and Substance shares stories of purpose at work.
You spend more time at work than anywhere else,
and research has shown that loving what you do for
work is a critical piece of living a happy life. Sum and
Substance is a challenge for all of us to ask ourselves
the tough questions, refuse to settle, and take smart
risks in the name of living a life to be proud of.
*This separately ticketed event, is free for the first
7:30 AM
B R E A K FA S T
FESTIVAL PAVILION AND BIG TOP
8:30 - 10:30 AM
PLENARY SESSION
WE HAVE TO DO BETTER – BUT WHAT IS BETTER?
120 MINUTE SESSION
In pursuing “better,” are we overlooking the roots
of inequity? Where are opportunities for impact
systematically under-recognized and unfunded,
and what might come from actively seeking out our
blind spots? Once we identify a theory of change,
how do we know if things are changing? And
though we may consider ourselves enlightened
capitalists, what insights does history offer on the
purpose of capital? This session is a call for rigor
and accountability in pursuing impact.
Morgan Simon / Candide Group
AJ Jones II / W.K. Kellogg Foundation
Ross Baird / Village Capital
Jim Sorenson / Sorenson Impact Foundation
Jed Emerson / Blended Value
Kola Masha / Babban Gona
Warren Valdmanis / Bain Capital Double Impact
Brian Trelstad / Bridges Fund Management
Lauren Booker Allen / Omidyar Network
Mike McCreless / Root Capital
Andrew Lee / UBS Investment Bank
11:00 AM
PA R A L L E L S E SS I O N S
WHAT B CORPS ARE DOING TOGETHER THAT
THEY CAN’T DO ALONE
Certified B Corporations are the drum
majors of the social business movement,
embedded within a thriving ecosystem of
investors, academics, policymakers, and businesses
that together accomplish great feats. Cross-sector
collaborations propel the movement forward, such
as: ~100 global researchers convening to unlock
impact data; and 700 North American businesses
gathering locally to dig into the role of diversity,
equity and inclusion in business. Hear motivating
THURSDAY, OCTOBER 12
stories of collaboration in a time otherwise
marked by division.
Ben Anderson / B Lab
Michael Whelchel / Big Path Capital
Andrea Walker / Beneficial State Bank
Jessica Thomas / North Carolina State University
USING IMPACT INVESTING TO DRIVE PUBLIC
SECTOR CHANGE
As city, county, and state governments
operate in an increasingly capital-
constrained environment, it can be difficult
for public sector officials to make the case for
investment in new, innovative solutions with limited
public dollars. Join us as we explore how impact
investing can be a testing ground for public sector
priorities, helping to drive innovation and create
better outcomes, particularly for low-income people.
Brinda Ganguly / Living Cities
Jen Mayer / City Accelerator Cohort 3
Mark Kim / DC Water
Kimberlee Cornett / Kresge Foundation
Chuck Laven / Forsyth Street Advisors
Judith Dangerfield / City of New Orleans’ Office
of Supplier Diversity
THE PROMISE OF CARBON FARMING: LEVERAGING
INVESTMENT TO BALANCE THE CLIMATE
In this facilitated interactive session, we’ll
explore how regenerative agriculture
enterprises can create positive outcomes for
the climate while being uncompromising on
social justice. In the investment community
there is growing interest around "carbon
farming," including planned grazing, tree planting,
and compost application. We'll discuss carbon
offsetting and share stories of bio-based carbon
sequestration and investment opportunities. We'll
share ideas for addressing racial and socioeconomic
divides while creating maximum benefit for people,
climate, and ecosystems.
Erin Axelrod / LIFT Economy
Nikki Silvestri / Soil and Shadow
Kevin Bayuk / LIFT Economy
Andrew Baskin / LIFT Economy
Esther Park / Cienega Capital
Marlena Sonn / Treebeard Financial
SESSIONS | 47
 MOVING FROM AID TO INVESTMENT: HOW THE
DEVELOPMENT COMMUNITY IS PIVOTING TO
ADDRESS INVESTOR PRIORITIES
Aid agencies are becoming increasingly
THURSDAY, OCTOBER 12
important providers of catalytic and risk-
taking capital. This panel will discuss the
changing role of USAID, outline recent examples of
work it has done with the investment community to
mobilize private capital in emerging markets (e.g.
structuring blended finance instruments, deploying
innovative credit guarantees, developing currency
risk mitigation products), and outline how it plans
to expand this work and transform itself into a
dynamic center of financial innovation.
Amy Bell / Tideline
Jake Cusack / CrossBoundary
Gerhard Pries / Sarona Asset Management
Agnes Dasewicz / US Agency for International
Development (USAID)
THE $2.5 TRILLION CHALLENGE HANGING IN
OUR CLOSETS: CAN THE FASHION INDUSTRY
BECOME A SOURCE FOR GOOD?
Fashion is a $2.5 trillion industry with
enormous negative impacts on our forests,
rivers, oceans, climate, and people. While
alarming, these implications also mean
the industry is uniquely positioned to drive
transformative change and contribute to
achieving the UN’s SDGs. In this session, leading
experts in the field will explore the biggest
challenges we will face on that journey and identify
specific ways the fashion industry can leverage
social capital to become a source for good.
Maxine Bédat / Zady
Jessica Schreiber / FABSCRAP
Amy Hall / Eileen Fisher
STRATEGIES FOR CHANGE: USING FINANCE TO
ADDRESS DOMESTIC VIOLENCE
Domestic violence is a daily reality for
many. Although the experience is on the
individual level, society shares the impact.
Gender-based violence affects: the roles
and status of women (and men), efforts
to develop local and regional economies,
and the destabilization of family structures –
which all present significant risks to individuals,
communities, businesses, industries, and regions.
This panel will explore finance-based strategies
for shifting patterns around domestic violence for
long-term impact.
48 | SOCAP17 CONFERENCE GUIDE
Joy Anderson / Criterion Institute
Chris Andersen / InFaith Community Foundation
Sara Kriksciun / Futures Without Violence
Alisi Tuqa / Pacific Islands Private Sector
Organisation, Fiji
Kate Wilson / Pacific RISE
ACCESS AND OPPORTUNITY: BUILDING AN
INCLUSIVE FOOD SYSTEM
Low-income communities of color often
lack access to healthy, affordable,
culturally-relevant food and to career
pathways and quality job opportunities.
Capital Impact Partners sees its healthy
food work as building an inclusive
food system, where the community can fully
participate, prosper, and benefit. Learn how this
vision for equity through food becomes reality
from examples in California.
Olivia Rebanal / Capital Impact Partners
Rudy Espinoza / Leadership for Urban Renewal
Network (LURN)
Meghan Whirley / Food Service Partners
Corey Rennell / CORE Foods
MAKING THE LAW WORK FOR SOCIAL
ENTREPRENEURS
Social entrepreneurs and impact investors
need sophisticated legal practitioners
who understand impact economy
nuances. Emerging companies face
particular challenges when launching,
such as: high costs, cross-border work,
and straddling for-profit and non-profit worlds. As
they grow, social enterprises benefit from strong
legal foundations and governance as they face
mission-focus considerations, and investors need
mechanisms for impact measurement. Echoing
Green and its Legal Advisory Group highlight
learnings at the intersection of law and impact
and de-mystify the legal landscape.
Shannen Naegel / Morrison & Foerster LLP
Steph Speirs / Solstice
Kyle Westaway / Westaway Law
Min Pease / Echoing Green
FROM CHARITY TO JUSTICE
America is experiencing an unprecedented
political and social moment. As a result, we
have seen an increased and rapid response
in funding priorities – rooted in discomfort – among
philanthropists and investors. Many foundations
have dropped funding lines, radically shifted their
strategies, and abandoned communities they’ve
worked in for years. These moves have equity
implications. This panel will discuss the risk of scaling
and funding based on discomfort and challenge
philanthropy to shift from charity to justice.
Tiffany Thompson / Echoing Green
Alex Peay / Ones Up
Edgar Villanueva / Schott Foundation for Public
Education
Brian Barnes / TandemEd
THE ARTIST AS THE CENTRAL ACTOR: THE
ENTREPRENEUR THAT MOVES CULTURE
Why are artists paid to perform at social
investment conferences but are never given
decision-making roles when investments
are made? How do we begin to think about artist
entrepreneurs as part of a new investment model
and ROI that celebrates many forms of assets, not
just financial ROI? We’ll explore how artists elucidate
problems in a way that allows people to converse
without power structures blocking the process. How
might investments in artists unleash opportunity for
transformation and real, long-term outcomes?
Judilee Reed / Surdna Foundation
Clyde Valentín / Ignite/Arts at Meadows School of
the Arts
Christie George / New Media Ventures values such as a healthy environment,
Deanna Van Buren / Designing Justice +
Designing Spaces
INNOVATIVE FINANCE TO ADVANCE HEALTH
AND SCIENTIFIC DISCOVERY
The private sector has an increasingly vital
role to play in funding health R&D, and
addressing market failures that prevent
lifesaving tools from achieving scale. A unique
collaboration between a life sciences venture capital
firm and two leading non-profits is demonstrating
how incentives and innovative finance can advance
scientific discovery – in this case, cancer-focused
basic research and improved treatment for parasitic
worms – and drive investment for greater health
equity and global impact.
David Shoultz / PATH
Michele Park / Clarus Ventures
Meghan Gutierrez / Lymphoma Research Foundation
Thane Kreiner / Miller Center for Social
Entrepreneurship
HYPE OR REALITY: AI FOR FINANCIAL INCLUSION
Artificial Intelligence is today’s buzzword.
AI has the potential to reduce costs, boost
client engagement and improve business
THURSDAY, OCTOBER 12
decision-making. For low-income populations,
AI can mean better margins, higher employment
rates, and manageable fees on financial services.
But how is AI currently used by fintech companies,
in both developing and developed markets? This
session covers how fintech companies, financial
institutions, and Silicon Valley investors view
AI’s potential in global financial services and the
implications for low-income customers.
David del Ser / BFA
Felipe Cunha / ToGarantido
Sheel Mohnot / 500 Startups
Qiuyan Xu / Cignifi
12:15 PM
PA R A L L E L S E SS I O N S
BUILDING A WHOLE PERSON ECONOMY
Impact investors are embedded within
an economy that cares exclusively about
growth and profit. This paradigm does
not take into consideration qualitative
civil liberties, and happy people. To
truly build the future we want to see, we must
question basic economic concepts, understand
where they work against our intentions, and craft
practical alternatives. Come learn from leading
practitioners trailblazing the way to build an
economy that works for all.
Evan Steiner / A Whole Person Economy
Konda Mason / Impact Hub Oakland
Jed Emerson / Blended Value
Penelope Douglas / CultureBank
Amanda Ravenhill / The Buckminster Fuller Institute
CORPORATE IMPACT INVESTORS: AN EMERGING
COHORT
Despite the rapid growth of impact
investing, corporations have been notably
absent from this space. However, that
trend is changing with the recent launch of
impact investment funds from Salesforce Ventures
and Twilio.org, and diversity-focused funds like
Comcast Ventures’ Catalyst Fund. In this panel, a
SESSIONS | 49
 traditional impact investor draws out the stories
of three corporate investors, who discuss their
motivation, opportunities, and challenges, and the
strategic value they want to add.
THURSDAY, OCTOBER 12
Robynn Steffen / Omidyar Network
Suzanne DiBianca / Salesforce
Kai Bond / Comcast Ventures Catalyst Fund
Erin Reilly / Twilio.org
REMEMBER YOUR FIRST TIME? LESSONS
LEARNED FROM FIRST-TIME FUND MANAGERS
There's nothing like learning by doing,
but it's challenging when you’re doing it
with someone else's money. Hear honest
reflections and practical advice from fund
managers about their first fund. What is
the hardest and easiest thing about raising
money? How do you generate deal flow as a new
investor? What is enough due diligence?? Come
join us for a lively and direct conversation with the
next generation of leaders in impact investing.
Sarah Williams / Propel Capital
Victoria Fram / Village Capital
Christie George / New Media Ventures facing the SDGs. We’ll take apart historical
Jackie Carmel / Endeavor Catalyst
Wes Selke / Better Ventures
Kesha Cash / Impact America Fund
SDGS AND FINANCING UNIVERSAL ENERGY
ACCESS: IS IMPACT INVESTING TOO HOT, TOO
COLD, OR JUST RIGHT?
Recent heightened discussion focuses
on whether the financing of Sustainable
Development Goal (SDG) #7 and energy
access has overheated, under-heated,
been wrongly configured, or whether
intended populations have been reached.
There is also a growing realization that the sector
is more complicated than first thought, and at
times lacks commercial viability. This session will
explore what is needed to catalyze the sector from
both supply and demand sides.
Thane Kreiner / Miller Center for Social
Entrepreneurship
Leslie Labruto / Acumen
Marc Van Den Berg / DBL Partners
Ajaita Shah / Frontier Markets
Mateen Abdul / Grassroots Energy
50 | SOCAP17 CONFERENCE GUIDE
IS IMPACT INVESTING READY FOR A SECONDARY
MARKET?
A more active secondary market for impact
assets would greatly facilitate more capital
flowing to developing markets. With the
support of the MacArthur Foundation,
Enclude has developed a detailed concept
design, “The Liquidity Vehicle,” that has
the potential to kick-start a secondary market. This
session will look at the current state of the impact
investment market and investor needs, some of the
barriers that investors currently face to deploy more
capital, and possible ways to address those barriers.
Debra Schwartz / MacArthur Foundation
Sasha Dichter / Acumen
Laurie Spengler / Enclude
MIND THE GAP: HOW TO ACHIEVE THE SDGS
WITH BLENDED FINANCE
Blended finance leverages public and
philanthropic funding to unlock billions of
private sector dollars, and has the potential
to close the $2.5 trillion per year funding gap
blended finance deals spanning diverse
sectors and regions to explore how they are done
and what makes them work. We’ll also identify where
and when to invest, emerging market potential, and
how to replicate and scale up these models.
Joan Larrea / Convergence
Tami Kesselman / UNDP SDG Impact Finance
(UNSIF)
Agnes Dasewicz / USAID
Lauren Cochran / Blue Haven Initiative
Jason Henning / Global Partnerships
AMPLIFYING IMPACT THROUGH SHAREHOLDER
ENGAGEMENT FOR INDIVIDUALS & ADVISORS
Shareholders have the right – some say
the responsibility – to speak up in support
of sound social and environmental
business practices that can also encourage a
company’s long-term financial success. Individual
investor demand for shareholder engagement
opportunities is growing, as are the resources and
networks to support sophisticated and successful
campaigns. Join us to learn how financial advisors
can support individuals to use their shareholder
voice to drive positive change.
Justina Lai / Wetherby Asset Management Lisa Hagerman / DBL Partners
Mark Bateman / Aperio Group Darius Mir / 9to5 Seating
Sarah Milne / As You Sow
HOW CAN INCOME SHARING BECOME THE
FUTURE OF FINANCING FOR EDUCATION?
This panel brings together perspectives
from the US, Latin America, and Asia to
discuss how we can sustainably fund
access to quality education for all. You will learn
how income sharing has evolved in the last few
years, and how it can become the tool of choice
to finance traditional and vocational education for
tens of millions of students globally.
Mario Ferro / Wedu
Stuart Davidson / Sonen Capital
Felipe Vergara / Lumi
Ian Inaba / Learners Guild
Morgan Simon / Candide Group
INVESTING IN AFFORDABLE HOUSING FOR RETURN
AND IMPACT ACROSS THE CAPITAL STACK
Affordable housing creates many positive
social and environmental outcomes.
High demand leads to low market risk,
and returns are steady and non-cyclical,
making it the real estate asset class with
the lowest default rate. This “201” panel
will present the perspective of large and small
institutional investors, how they assess impact in
the sector, and their view on risk and return, plus
will discuss a variety of investment types and their
appeal to non-traditional housing investors.
Jeff Finkelman / Athena Capital Advisors
Catherine Banat / RBC Global Asset Management
Julia Shin / Enterprise Community Partners
Lisa Davis / Pembrook Capital Management
Stephen Lee / TIAA Investments
CAN MANUFACTURING PROSPER IN THE US? IF
SO … HOW?
The US lost more than 5 million manufacturing
jobs since 2000, disproportionately affecting
low-income families and communities. By
investing in manufacturing in the US, good jobs
are created that provide average wages of $26 per
hour with health and retirement benefits. Hear from
investors financing the manufacturers of tomorrow.
What are the financial tools they use? Are they
enough? What other financial tools might help the
US keep and grow this important sector?
Deborah La Franchi / Strategic Development
Solutions
Dan Bronfman / Pacific Western Bank
1:30 PM
PA R A L L E L S E SS I O N S
THURSDAY, OCTOBER 12
BUILDING THE BRIDGE TO WATER ACCESS
To unleash the level of scale and impact
needed to meet SDG #6, we must tap into
global capital markets and level the playing
field for those living at the base of the economic
pyramid. Access to finance for water supply and
sanitation solutions empowers those living in
poverty to participate as consumers thereby
strengthening formal delivery systems. This panel
will explore the roles organizations play in building
the bridge from water poverty to water access.
Shivani Garg Patel / Skoll Foundation
Elan Emanuel / WaterEquity
Mitchell Strauss / Overseas Private Investment
Corporation (OPIC)
Jan Creidenberg / Shore Capital Partners
Diana Yousef / change:WATER Labs
DRIVING SOLUTIONS TO SCALE IN THE
EDUCATION SECTOR
In order for education entrepreneurs to
build the capacity to reach students at
scale, they need access to people, processes,
systems, and capital. What are the experiences of
leading education sector investors, using a variety
of investment strategies, in building capacity and
driving solutions to scale? This session provides case
studies of specific investments and portfolio business
building initiatives that drive solutions to scale and
improve educational outcomes.
John Rogers / The Rise Fund
Amy Klement / Omidyar Network
Phil Alphonse / Vistria Group
TECHNOLOGY & INNOVATION STRATEGIES:
POSITIVELY IMPACTING CHILDREN AND
CREATING OPPORTUNITIES
Design thinking, technology, and machine
learning are being used to create better
products and services and to bring scale and
efficiency to many industries. This panel will share
how some of these tools are currently being used
within the early childhood sector and explore the
potential that technology has for diverse stakeholders
aiming to create impact for young children.
Shalu Umapathy / IDEO.org
SESSIONS | 51
 Chalapathy Neti / IBM’s Watson Internet of Things
Julie Clark / WeeSchool
Fumiko Hoeft / UCSF Hoeft Laboratory for
Developmental Cognitive Neuroscience
THURSDAY, OCTOBER 12
affordable rental and ownership opportunities for
some of the most vulnerable market segments,
ways that financial institutions capitalize such
organizations, and how groups have been
A TEST OF OUR HUMANITY: INVESTING IN
HUMAN RIGHTS
This session will explore the unique
opportunities and challenges associated
Anna Fink / Amalgamated Bank
Nikki Silvestri / Soil and Shadow
DON’T BE AFRAID OF THE BIG GUYS – HOW CAN

DESIGNING A MORE OPEN AND COLLABORATIVE
SOCIAL SECTOR
Today’s problems require not just more
innovative solutions but a more inclusive,
collaborative, and iterative social sector.
How might we foster more collaboration and
less competition? How might we better find and
support unusual suspects and outside voices? Hear
from a panel of social sector leaders about how
they are fostering innovation using new models
that emphasize openness and transparency.
Jason Rissman / OpenIDEO
Nadia Roumani / Effective Philanthropy Lab
Kerry Medek / GHR Foundation
Steffanie Clothier / Gary Community Investments
successful in delivering measurable impact and
steady financial return for investors of different
types and motivations.
Debbie Campbell / Community Housing Capital
Sahra Halpern / Schwab
Merilyn Rovira / Community Development Trust
Ommeed Sathe / Prudential
Oscar Abello / Next City
ADVANCING RACIAL EQUITY AT SCALE: POLICY
CHANGE FOR SYSTEMS CHANGE
Business leaders and policymakers are
both critical in advancing racial equity at
scale. Hear about some of the interesting
partners that are at the intersection of policy,
racial equity, investment, and enterprise. What
with taking a human rights approach to
investing. Panelists will discuss the current
state of investing for human rights, some
of the investment approaches being taken,
where investment capital is most needed, and
what needs to happen to deploy more capital
that helps tackle issues such as human trafficking,
forced labor, exploitative supply chains, and a
rapidly expanding refugee population.
Chemain Sanan / Humanity United
John Kluge / Alight Fund
Andrea Armeni / Transform Finance
Francois de Borchgrave / Kois Invest
Daniel Brett / Pacific Community Ventures
ACCELERATING THE NGO: USING ACCELERATOR
THURSDAY, OCTOBER 12
YOU FIT IN THE MOBILE ECOSYSTEM?
From sending an SMS to your customers
to getting your offers promoted by mobile
money agents on the ground, there
are many ways a startup or social enterprise
can leverage mobile technology and position
themselves as a supplier, a client, or a partner,
depending on the context. Startups and partners
will discuss these opportunities and provide
recommendations and tips for the audience.
Christine Kim / Simprints
Alloysius Attah / Farmerline
Scott Onder / Mercy Corps’ Social Venture Fund
Max Cuvellier / GSMA’s Ecosystem Accelerator

Stephanie Kimber / Australia’s Department of
Foreign Affairs and Trade
FINANCING A FOOD WASTE FREE FUTURE:
EMERGING APPROACHES TO FUNDING
SOLUTIONS
Food waste is an enormous problem that
presents unprecedented opportunity
to achieve social, environmental, and
economic benefits. Existing solutions
could cut US food waste by 20 percent,
conserving natural resources, creating
jobs, and feeding the hungry. These solutions
would generate $100 billion in economic value –
but require an $18 billion investment. This panel
will tap experts from the philanthropic, impact
investment, and innovation sectors to examine
traditional and emerging approaches being used
to fund solutions.
Sarah Vared / MissionPoint Partners
Kyle Pogue / CalRecycle
Chris Cochran / ReFED
HOME MATTERS: THE IMPACT OF AN
AFFORDABLE PLACE TO LIVE
The affordable housing crisis in the US is
well-documented. Less documented are
the methods people and organizations
are using to provide impactful solutions
from multiple entry points. Learn about
organizations that are actively creating
approaches are happening at a geographic
and community level? How can investors and
entrepreneurs approach new communities with
an equity lens? Dynamic cross-sector speakers will
explore the macro-level view and field questions
from participants.
Liz Jaff / Lab 736
David Bank / ImpactAlpha
John Holdsclaw / National Cooperative Bank
TRANSFORMING EDUCATION SYSTEMS
WORLDWIDE BY LEVERAGING TECHNOLOGY
Over the past decade, the use of technology
in education has moved from periphery
to mainstream. The edtech market is
expected to grow to $252 billion by 2020. The
edtech promise assumes that large and disruptive
changes in education are possible, but in most
countries change has been incremental. This
session will focus on how learning technologies
can aid learning transformation at scale in
education systems across the globe.
Ana Roca Castro / Genius Plaza
Rob Hutter / Learn Capital
David Stofenmacher / UTEL Mexico.
Jeff Maggioncalda / Coursera
Juliana Guaqueta Ospina / International Finance
Corporation (IFC)
2:45 PM
MODELS TO DRIVE IMPACT IN GLOBAL
DEVELOPMENT
Once a tool for the private sector,
accelerators are now being run by a variety
PA R A L L E L S E SS I O N S
of global NGOs as a strategy for addressing
specific development needs. Explore the
ARE INVESTORS GETTING THE ADVISORY
various motivations behind NGO adoption
SERVICES THEY REALLY NEED?
of accelerator methodologies, the
The intermediary landscape in impact
challenges and insights of running an accelerator
investing is becoming more vibrant every
within large, complex organizations, and the
day: with consultants, brokers and dealers,
impact of various strategies thus far.
networks, platforms, and investment advisors
Savannah Miller / CARE USA
responding to a diverse array of asset owner needs.
Rebecca Holliday / CARE USA
But is this increasingly crowded market easing the
Stephanie Marienau Turpin / FHI 360
burden for impact investors, or simply creating
Mathu Jeyaloganathan / World Vision
another layer of complexity and confusion? A panel
Michael MacHarg / Mercy Corps
of investors reflects on the services they need, and
where there might be opportunities for greater
SHOULD WE GET POLITICAL? EXPLORING efficiency and transparency in intermediation.
INVESTING AND ACTION IN AN AGE OF EXTREMISM Christina Leijonhufvud / Tideline
In this era of extremist politics, what is Ommeed Sathe / Prudential
our role? Impact investors and the benefit Robynn Steffen / Omidyar Network
corporation movement represent a growing John Duong / Lumina Foundation
voice in the US and beyond, but until now our Shuaib Siddiqui / Surdna Foundation
voice has been more focused on consumer choices Fran Seegull / US Impact Investing Alliance
and boardroom leadership, without necessarily
connecting to ballot box activism. Join us for a deep
discussion around non-partisan politics, the moral
obligations of our growing sector, and explorations
of how we might “get political.”
Melonie Tharpe / Center for Civic Innovation
Andrea Armeni / Transform Finance
Devita Davison / FoodLab Detroit

52 | SOCAP17 CONFERENCE GUIDE SESSIONS | 53

 BUSINESS MODELS FOR SPARKING AGRICULTURAL
DEVELOPMENT IN EMERGING MARKETS
What are the best strategies for tapping
into complex rural smallholder markets
THURSDAY, OCTOBER 12
in emerging economies? How can these
strategies spark achievement of the SDGs?
Panelists will show how their models
use sustainable business approaches to
create meaning and money in underdeveloped
agricultural markets. Panelists will show how
activities like farmer training, behavior change
campaigns, and farmer surveys advance marketing
models in innovative ways, making the case for
public funders to invest in agriculture.
Elisa Burrows / Feed the Future Partnering for
Innovation
Heinrich Hanekom / Surehatch
Carl Jensen / Good Nature Agro
Kola Masha / Babban Gona
Laura Ostenso / Feed the Future Partnering for
Innovation
LOOKING AT INVESTMENTS FROM A RACIAL
EQUITY PERSPECTIVE
Capital allocation decisions affect racial
equity dramatically – yet the world of
finance has seldom intersected explicitly
with the struggle for racial justice. It is
crucial for all capital – which is rarely
race neutral – to consider how it affects
communities of color. Yet, how exactly does race
manifest in finance, and what can an asset owner
committed to racial justice do to ensure that their
investments are not acting at cross purposes?
Andrea Armeni / Transform Finance
Ellis Carr / Capital Impact Partners
Morgan Simon / Candide Group
MATCHING CAPITAL WITH OPPORTUNITIES: HOW
INVESTORS ARE EVALUATING INVESTMENTS IN
THE EARLY CHILDHOOD SECTOR
Investing in the early childhood sector is
not only a science but an art. Thresholds,
investment policy statements, and
portfolio approaches differ from other
industries, given current scientific research
and market dynamics. Investors featured
in this panel will share how they crafted their own
investment criteria, including traditional diligence
and evidence-based knowledge, to evaluate
investments in this nascent and promising sector.
Jennifer Lee / Learn Capital
54 | SOCAP17 CONFERENCE GUIDE
Ashley Beckner / Omidyar Network
Lauren Loktev / Collab+Sesame
Luis Duarte / Gary Community Investments
THE RISE OF IMPACT SEED FUNDS
Though accelerators and incubators
first addressed the dearth of funding for
mission-oriented companies, producing a
cohort of early-stage startups searching
for seed funding, many of these
accelerators have transformed into seed
funds as the field has matured. In this panel,
leading impact seed funds talk shop, discussing
specific investment strategies and how their focus
on impact boosts performance. Come hear from a
line-up of paradigm-busting VCs who are leading
the charge to back early-stage mission-oriented
tech startups.
Tasha Seitz / Impact Engine
Julie Lein / Urban Innovation Fund
Brian Dixon / Kapor Capital
Shauntel Poulson / Reach Capital
Wes Selke / Better Ventures
THE FUTURE OF WORK – AND WHAT’S WORKING
ALREADY
Hardly a day goes by when you don’t hear,
“Robots are stealing our jobs!” or another
expression of negativity and uncertainty
surrounding the future of work. However,
there is also much to celebrate about the
future of human capital. We’ll discuss the
power of technology to increase access to education,
improve matching with job opportunities, and build
skills for careers of the future.
Ryan Craig / University Ventures
Ashwin Bharath / Revature
Alexandra Pisano / General Assembly
Paul Breloff / Shortlist
Adam Braun / MissionU
REBUILDING THE JOBS MACHINE FOR EQUITY
Why aren’t people of color starting and
growing more companies? A recent
estimate says a 10% increase in the
number of firms owned by people of color
could result in 1 million net new jobs for
people of color. Join us as we explore how
our antiquated job creation machine is failing to
deliver the goods for our nation’s fastest-growing
populations, and hear what impact investors and
social sector leaders are doing about it.
Demetric Duckett / Living Cities
Craig Vaughan / Vaughan Capital Advisors
Monique Woodard / 500 Startups
POWERFUL CROSS-SECTOR SYNERGIES: EARLY
CHILDHOOD DEVELOPMENT, WORKFORCE, AND
HEALTH
Lack of affordable housing and financial
security, low-quality early childhood
education, and poor healthcare all are
interconnected challenges putting young
children, their families, and communities
at risk. But there are new approaches
to tackling these issues, including platforms to
leverage the health system, companies offering
high-quality childcare for employees, and
strategies to alleviate poverty that support child
development. This session will feature cross-sector
approaches to supporting families and creating
successful outcomes for communities.
Meera Mani / David and Lucile Packard Foundation
Catherine Atkin / Early Learning Lab
Liddy Romero / WorkLife Partnership
Steffanie Clothier / Gary Community Investments
DESIGNING INCLUSIVE FINANCIAL PRODUCTS
FOR TRUST
Trust is the backbone of business success,
and it is ever more important when
offering digital financial services to low-
income customers. From product design to product
delivery, how can startups build and maintain trust
with their customers? This panel discusses the key
elements of building trust in inclusive product
design, the challenges faced by early-stage
companies, and a roadmap to build trust along the
customer journey.
Maelis Carraro / Catalyst Fund
Rohit Bhatia / PayLatr
Kristen Berman / Common Cents Lab
Michael Mori / Dalberg’s Design Impact Group (DIG)
SME FINANCING: WHY ARE WE MAKING SUCH
LITTLE PROGRESS?
While there has been a strong dedication
of resources in the past decades for micro-
enterprises in emerging markets, we do not
seem to have moved the needle on driving growth
in SMEs – an important provider of employment
in emerging markets. The reason, we suggest, is
that we have been too focused on finding the next
Steve Jobs in Ethiopia. This session will discuss
challenges in financing SMEs in emerging markets
and promising approaches for bridging that
THURSDAY, OCTOBER 12
financing gap.
Philip Varnum / Lemelson Foundation
Marnix Mulder / Triple Jump
Sam Parker / Shell Foundation
Shalaka Joshi / International Finance Corporation (IFC)
Laurie Spengler / Enclude
LESSONS FROM GROWING THE B CORP
MOVEMENT IN LATIN AMERICA AND BEYOND
The fastest growing B Corp communities
are in Latin America, Australia, and Europe.
This momentum is driven by inspired
business leaders and supported by philanthropy,
universities, and government in these markets.
What can the SOCAP community learn from B Lab’s
successes and failures in balancing uniformity with
local experimentation? What challenges lie ahead
in scaling this work to East Africa, Southeast Asia,
or the Middle East?
Alicia Darvall / B Lab
Danny Almagor / Small Giants
Olivia Muiru / B Lab East Africa
Michelle Arevalo / Sistema B Ecuador
Joyce Sou / B Lab Canada
SOCIAL MEDIA: THE NEW SHAREHOLDER ACTIVISM
Social activism is evolving, led by
millennials and technological advances.
Fintech companies and thought leaders
are broadening grassroots access to
divest-invest actions and shareholder
engagements, while opening up new
channels such as direct messaging companies.
While social media is blamed for watering down
social discourse, it is also creating the backbone of
a new form of holding corporations accountable.
Join leaders in this movement as we discuss how
social media is influencing activism and divestment.
Megan Morrice / HIP Investor
Shannon Coulter / #GrabYourWallet
Andrei Cherny / Aspiration
Josh Levin / OpenInvest
Myron Dewey / Digital Smoke Signals
SESSIONS | 55
 4:00 PM
PA R A L L E L S E SS I O N S
THURSDAY, OCTOBER 12
SYNDICATING FOR GOOD
The world of impact investing is
collaborative by nature, but what does that
mean when it's time to put money on the
table? In this conversation, we'll explore
the art of bringing together multiple
investors around a single deal. The notion
of "Syndicating for Good" is a critical component
for driving impact forward. We'll hear from leading
practitioners and membership organizations as we
go behind the scenes and learn the art of getting
good deals done.
Pam Rothenberg / Womble Carlyle
Adam Bendell / Toniic
Justin Desrosiers / Investors' Circle
Logan Yonavjak / CREO Syndicate
FORMERLY INCARCERATED: CONNECTING
TALENT TO OPPORTUNITY
There is a burgeoning awareness of
the sheer number of individuals in the
criminal justice system and the societal
impacts, let alone the economic impacts, of
incarceration. Until recently this has been a
topic that lives in the shadows. It’s so easy
to forget about people we don’t see. This session
will provide insights into innovations from across
sectors that are creating viable opportunities for
formerly incarcerated people. Investment examples
will be included.
Marcus Littles / Frontline Solutions
Debra Schwartz / MacArthur Foundation
Jose Osuna / Homeboy Industries
SCALING UP THROUGH PUBLIC MARKETS:
STRUCTURES AND STRATEGIES FOR ACCESSING
NEW CAPITAL
As impact investing continues to evolve
and mature, there are increasing examples
of pioneering work that has reached a
tipping point and is ready to scale up.
But what are the signs that a market has
reached that tipping point and how do
we make the jump? This panel will explore real
examples of impact finance products that have
made the leap – both successfully and not – to
56 | SOCAP17 CONFERENCE GUIDE
better understand what it takes to attract more
mainstream investors.
Adam Connaker / Rockefeller Foundation
Thomas Venon / 18 East Capital
Christina Travers / Local Initiatives Support
Corporation
Roy Swan / Morgan Stanley
BRIDGES NOT WALLS: INTERDEPENDENCE
POWERING GREATER IMPACT IN NORTH
AMERICA AND BEYOND
We face a rising tide of nationalism that
threatens our ability to address pressing
problems. Our communities, countries,
and ecosystems are interdependent. It is ever
more necessary to create genuine connections
between regions and convergence across sectors
to effectively mobilize impact entrepreneurs and
investors. Explore SVX as a case study of bridge-
building and interdependence in impact investing
from Canada to Mexico. Join our interactive
workshop to design practical bridges between
nations and sectors today.
Adam Spence / SVX
Laura Ortiz Montemayor / SVX México
John Katovich / Cutting Edge Capital
Marie Ang / SVX
POWERING SOLUTIONS FOR A FINANCIALLY
HEALTHY AMERICA
Financial health is achieved when an
individual’s day-to-day financial system
functions well and increases the likelihood
of financial resilience and opportunity. But what
does it take to achieve that? Come hear from the
latest investees of the FinLab who are identifying,
testing, and bringing to scale financial innovations
that substantially improve the lives of hard-
working Americans.
Ryan Falvey / Center for Financial Services
Innovation’s Financial Solutions Lab
Colleen Briggs / JPMorgan Chase
Morgan Conbere / Token Transit
Nico Barawid / Nova Credit
Jerry Nemorin / LendStreet
FISCAL SPONSORSHIP: A SOCIAL IMPACT PLATFORM
TO MANAGE CHANGE AND SCALE IMPACT
Fiscal sponsors can be a powerful partner
for incubating new social ventures, scaling
existing initiatives and managing the
complexity of multi-stakeholder collaborations.
In this session, leading fiscal sponsors and their
social change partners discuss how the role of
fiscal sponsors has evolved to meet the demands
of today’s increasingly complex initiatives.
Facilitation skills, networks, resources, and
expertise are needed to make collective action
work and help fiscal sponsors provide the tools
necessary to drive lasting change.
Andrea Granada / Tides
Lisa Guide / The Women Effect Fund
Jessica Love Robinson / Arabella Advisors
Susannah Brouwer / The Center for Care
Innovations
Alex Sloan / Tides
INDIA & AMERICA: EXCHANGING LESSONS IN
IMPACT INVESTING
India and the United States are both hubs of
social innovation and impact investing. What
are the lessons the two can share with each
other on how to catalyze impact investment
in developed versus various emerging market
contexts? Leading practitioners from these
unique markets draw insights on the journey of
impact investment in each geography, what each can
learn from their major differences, and best practices
across North and South to develop a common agenda
for global collaboration on impact investment.
Kartik Desai / Asha Impact
Vikram Gandhi / Harvard Business School
Maya Chorengel / The Rise Fund
PR Ganapathy / Villgro Innovations Foundation
Audrey Selian / Artha Initiative
Anuj Sharma / ASCo
Ross Baird / Village Capital
BENEFIT CORPORATION: WHAT ARE INVESTORS
THINKING?
Many attending SOCAP often have
questions about benefit corps, the new
type of corporate legal status that has
been adopted by 5,000 companies. This session
will dig into a range of questions specific to the
SOCAP audience. What do investors think about this
corporate structure? How will the public markets
receive benefit corps? How do I know if it makes
sense for my business or investment? And more …
Donald Simon / Wendel Rosen
Matt Laessig / data.world
Nitin Chopra / Shasta Ventures
Drew Tulchin / Meow Wolf
GENDER INCLUSION IN CLEAN ENERGY AND
SUSTAINABLE AGRICULTURE
As many investors and SMEs pursue impact
in emerging markets, what strategies can
THURSDAY, OCTOBER 12
be adopted by businesses that improve
the business’ impact on the livelihoods
of women and girls? This expert panel
of investors, entrepreneurs, technical
advisors, and researchers focused on clean energy
and agriculture discuss how gender inclusion can
enhance SME performance, and share key findings
and best practices from their work.
Rebecca Fries / Value for Women
Alex Eaton / Sistema Biobolsa
Richard Gomes / Shell Foundation
Catherine Gill / Root Capital
Allie Glinski / International Center for Research
on Women
HOW BLOCKCHAIN WILL CHANGE THE WAY WE
INVEST FOR IMPACT
What is the opportunity for blockchain
technology to change the way we
accelerate impact? This panel will explore
two themes. The first being the intersection of
blockchain and impact, diving into potential use
cases for accelerating impact, feasibility for scale,
and debunking myths around its use as a “silver
bullet.” And the second, how blockchain can affect
impact investing itself, including catalyzing new
capital, measuring success, and providing new
liquidity events like initial coin offerings.
Erika Boll / Global Development Incubator
Xiaochen Zhang / Blockchain Frontier Group
David Cohen / IOTA Foundation
Yoshiyuki Yamamoto / United Nations Office for
Project Services (UNOPS)
THE MISSING LINCHPIN IN LOCAL ECONOMIES
Land ownership impacts every aspect of
people’s lives including health, education,
and work opportunities. Property rights set
the foundation for economic and social
stability, yet their importance, role in
securing human rights, and ability to drive
critical economic growth is frequently overlooked.
This session will explore diverse solutions to
securing land rights. Speakers will highlight
case stories from the Global South that illustrate
successes, failures, and the role that property
rights play in enabling prosperity.
Ashley Toombs / BRAC USA
SESSIONS | 57
 Sajeda Farisa Kabir / BRAC
Aanchal Anand / World Bank
Mike Graglia / New America Foundation
Frank Pichel / Cadasta
THURSDAY, OCTOBER 12
INCLUSIVE GROWTH STRATEGIES FOR RAPIDLY
CHANGING NEIGHBORHOODS
Urban communities throughout the
US are experiencing rapid growth and
revitalization, bringing both economic
opportunity and new residents, and putting
pressure on existing residents and businesses.
This panel will focus on urban communities in
the process of change and explore the challenges
of rising rents on local residents and businesses.
We will highlight potential tools and solutions,
including Capital Impact's pilot of minority
developer program in Detroit, community-directed
strategies in West Oakland and Baltimore, and
local policy efforts to preserve neighborhoods.
Ellis Carr / Capital Impact Partners
Scott Sporte / Capital Impact Partners
Rodney Foxworth / BALLE
Mariela Cedeño / Mandela Marketplace
Sasha Hauswald / Grounded Solutions Network
5:15 PM
PA R A L L E L S E SS I O N S
SUPPORTING SUSTAINABLE SME DEVELOPMENT
IN EMERGING MARKETS
Small and medium enterprises (SMEs)
account for more than 95% of businesses
worldwide and provide more than half of
all jobs. While these SMEs play a pivotal
role in driving sustainable development,
they face many barriers that stifle their
potential for lasting impact. Public and private
players have implemented many approaches
to stimulate the development and investment
worthiness of the sector. This panel showcases
some approaches, such as: grant funding for ESG,
mentorship for SME fund managers, building
entrepreneurial ecosystems, and supporting
inclusive finance and impact measurement.
Melwyn Dcosta / MaRS Centre for Impact Investing
Edward (Ted) Thomas / Deloitte
Marie-Claire Duguay / Développement
international Desjardins (DID)
58 | SOCAP17 CONFERENCE GUIDE
Gerhard Pries / Sarona Asset Management
Karim Harji / Purpose Capital
FROM THE TALK TO THE WALK: COLLABORATE
OR DIE
Join us for the sexiest conversation about
the unsexiest part of the social capital
market: its plumbing! The fragmentation
and competition among brands who “own”
particular methods, tools, or networks are
clear. Entering its 4th year, work on the
Social Data (SODA) Commons is forging ahead with
the dirty work of aligning interests, integrating
platforms, and merging business models. The
revolution requires radical collaboration to scale
liquidity in both the impact finance and knowledge
markets.
Nayelli Gonzalez / Conveners.org
Cameron Burgess / Uncompromise
Astrid Scholz / Sphaera
Audrey Selian / Artha Initiative
Jeff Tuller / SOCAP
WHY GRANTS ARE STILL A CRITICAL PART OF
THE CAPITAL SPECTRUM FOR DEVELOPMENT
INNOVATIONS
As impact investing begins to realize its
promise of achieving impact using for-
profit models, is there still a role for grant
capital? Funders and investors discuss innovative
ways they use grants and other forms of subsidized
capital to catalyze support and financing for
entrepreneurs by de-risking investment in nascent
industries and for untested but potentially
transformative new business models.
Rob Schneider / USAID
Chris Jurgens / Omidyar Network
Aun Rahman / World Bank
Stephanie Kimber / Australia’s Department of
Foreign Affairs and Trade
Victoria Fram / Village Capital
HOW TO EMBED AND ENSURE IMPACT, LEGALLY
Once you agree on mission, and mission
objectives, how do you incorporate them
into enforceable legal obligations? Today’s
impact investors and portfolio companies
are aligning around mission, but how is
mission articulated and incorporated into
the company’s charter and deal documents? Learn
strategies, ideas, and best practices for embedding
mission and impact into enforceable obligations.
Align social financial objectives, now and in the
future.
Allen Bromberger / Perlman & Perlman LLP
Susan Mac Cormac / Morrison & Foerster
VODAFONE AMERICAS MOBILE FAST PITCH
It’s a tradition at SOCAP for Vodafone
Americas Foundation to bring mobile
technology innovation from around the
world, driving a movement to create social change
at scale through mobile technology solutions.
See and hear cutting-edge social entrepreneurs
who leverage mobile technology, presenting
innovative solutions to some of the world’s most
pressing problems.
Albert Tai / Hypercare
Saad Ahmad / Nizam Bijli
Ashley King-Bischof / Markit Opportunity
Gretchen Karl / Beyond 12
Alex Bernadotte / Beyond 12
Neil Shah / Concrn
Zeluis Teixeira / Annona
Arturo Noriega / Centro Community Partners
Naldo Peliks / Centro Community Partners
Derene Allen / Pacific School of Religion
Ondřej Zapletal / Depositum Bonum Foundation
June Sugiyama / Vodafone Americas Foundation
UNLOCKING IMPACT CAPITAL ACROSS THE
INVESTOR SPECTRUM
Demand for impact investments is
outpacing the supply of investment
opportunities prepared to meet the
appetite and needs of individual to
institutional investors. This panel will
explore various approaches to bridge the
gap. Learn how the Rockefeller Foundation is
fostering innovative finance by funding project
developers like Blue Forest Conservation. Hear
how Cambridge Associates mobilizes institutional
capital for impact. Discover how Kiva and Swell
leverage technology to make impact investing
attainable for all.
Leigh Madeira / Blue Forest Conservation
Adam Connaker / Rockefeller Foundation
Danielle Reed / Cambridge Associates
Jonny Price / Kiva
Amberjae Freeman / Swell Investing
COMMUNICATING ABOUT IMPACT
Do people struggle to understand what you
mean by impact investing? Are meaningful
relationships with your audiences elusive,
THURSDAY, OCTOBER 12
as you promote financial services,
structures, and deals? People working
at the intersection of language, money,
and impact will share data, stories, and case
studies about what it takes to convert ideas into
meaningful, measurable, and shareable positive
change. You will leave with specific examples
of successful tested messaging to support
communicating about impact.
Amy Hartzler / Do Good Better
Nikki Silvestri / Soil and Shadow
Alfa Demmellash / Rising Tide Capital
Rodney Foxworth / BALLE
Andrew Parrucci / Calvert Foundation
THE CHALLENGES OF EARLY-STAGE
ENTREPRENEURSHIP IN AFRICA
Entrepreneurship in Africa is soaring and
could be a key way to achieve large-scale
impact. But before that, entrepreneurs
need to go through the startup phase, to
attract investors and learn how to partner
efficiently with them. How does the
entrepreneur feel when the investor is considering
entering into his or her business, and what makes
a good investment opportunity in the eye of
an investor? How is impact being targeted and
measured by investors and entrepreneurs, and how
can it be replicated to scale in the African context?
Susannah Eastham / ANDE
Sally Walkerman / Small Foundation
Fabrizio Cometto / MCE Social Capital
David Munnich / Investisseurs et Partenaires (I&P)
DOES CAPACITY-BUILDING SUPPORT IN IMPACT
INVESTING DISTORT THE MARKET?
Capacity-building support – also known
as non-financial support or technical
assistance – strengthens a business’
operations, impact, or strategy. According to a
GIIN study, this support is used by impact investors
to assist businesses in several areas including
HR, impact, and financial management. Does
this support distort the market by providing an
unsustainable advantage to weak businesses? Or,
does it support innovative businesses that deliver
solutions in new markets?
Tahira Dosani / Accion Venture Lab
SESSIONS | 59
 Vaughan Lindsay / LeapFrog Labs
Catherine Gill / Root Capital
Abhilash Mudaliar / Global Impact Investing
Network (GIIN)
THURSDAY, OCTOBER 12
THE COMMUNITY WEALTH TOOLKIT
The movement of cultivating community
wealth through entrepreneurship in
historically marginalized neighborhoods is
gaining traction. How is this happening? What are
the critical roles and pieces of the ecosystem that
make community wealth far more possible? Join
the conversation and learn how you can map out
and connect the resources, identify what is missing,
and pursue a movement of equity, innovation, and
community resilience in the place you call home.
Rosa Lee Harden / SOCAP
Tim Soerens / Neighborhood Economics
Derrick Braziel / MORTAR
Kevin Jones / SOCAP
THE WAR ON FINANCIAL INSTABILITY: BUILDING
A MOVEMENT
Financial instability is the new reality
for Americans, affecting individuals,
employers, communities, and prospects
for the next generation. A challenge of this
size will take a movement to solve. In this
session, learn how a cross-sector approach
is engaging experts, elected officials, educators,
business owners, and diverse communities to
address income volatility nationwide. We’ll explore
these topics and the journey of Finance Forward,
an event series to create national dialogue and
innovate solutions.
Georgia Gonder / LendUp GRASSROOTS ENTREPRENEURS: UNIQUE
Kat Taylor / Beneficial State Bank BARRIERS AND SOLUTIONS TO ACCESSING
Sasha Orloff / LendUp FUNDING
Daniel Schneider / UC Berkeley
Joanna Smith-Ramani / Expanding Prosperity
Impact Collaborative (EPIC) incubators, and support programs. But for
Tishaura Jones / City of St. Louis
60 | SOCAP17 CONFERENCE GUIDE
6:00 - 10:00 PM
FOOD TRUCKS AND FESTIVITIES
We've moved this kick-off tradition to later in the
week and are upping the volume. The party will
spill out from the front of Festival Pavilion into the
parking lot and the Big Top, too. Starting out with
a more mellow, jazzy feel, expect the rhythms to
accelerate as the evening continues. So, bring your
dancing shoes!
7:30 - 8:30 AM
B R E A K FA S T
FESTIVAL PAVILION
8:30 - 10:15 AM
PLENARY SESSION
CHANGE ON THE HORIZON
90 MINUTE SESSION
Looking ahead, the trends already indicate
growing momentum for the impact economy in
terms of generational wealth transfer, and women
and millennials who are much more inclined
to invest with their values. Are we effectively
engaging across sectors to prepare for this shift
and facilitate the flow of capital to transform our
economy? Gather to reflect on emerging themes
and be energized for the work ahead.
Joel Solomon / Renewal Funds
Kevin Jones / SOCAP
Donna Morton / Change Finance
Andy Lower / A Different Approach to Poverty (ADAP)
Penelope Douglas / CultureBank
10:30 AM
PA R A L L E L S E SS I O N S
Impact investing is exploding around the
world, and we have thousands of accelerators,
most impact entrepreneurs, the quest to find capital
to fuel their growth seems just as tough as ever. What
are the barriers that keep impact entrepreneurs from
accessing the funding they need to succeed? What
solutions are being tried? And what can entrepreneurs
do to tip the odds in their favor?
Cathy Clark / CASE at Duke University
Suzanne Biegel / SPRING
Jenny Kassan / Jenny Kassan Consulting
WHAT DOES RACIAL EQUITY LOOK LIKE IN
PRACTICE?
2 HOUR WORKSHOP
Fact – if we still have the same biases we’ll
create systems that continue to perform
inequity more efficiently. How does
this show up in the investment process?
FRIDAY, OCTOBER 13
This experiential workshop will take a
hypothetical social enterprise from idea through
investment at scale. At critical junctures we’ll reflect
how race or bias showed up. Through the lifecycle
of a deal, from various stakeholder perspectives,
participants identifying practices for reducing
implicit bias and building equity and inclusion.
Jenny Abramson / Rethink Impact
Rodney Foxworth / Invested Impact
Michael McAfee / PolicyLink
Cynthia Muller / W.K. Kellogg Foundation
IMPACT AND THE DIGITAL WORK ECONOMY
It doesn’t matter whether robots and
software might affect our jobs in 30
years: automation and globalization are
already dramatically reshaping our economy.
Only by reimagining a few small things – the
nature of work, the purpose of the corporation,
and our entire educational system – can we
help to create a future of broad prosperity. This
session will provide a new way of looking at this
seismic market transition, and offer a vision for a
collaborative future.
Gary Bolles / Charrette LLC
Vivienne Ming / Socos
Kristin Sharp / New America
CHALLENGES AND OPPORTUNITIES
For grassroots entrepreneurs – solving
problems in their own community or country
– it can be a struggle to attract the right
capital and resources to scale. Challenges around
perceived risk, proof of traction, transparency, and
exits are as applicable to grassroots entrepreneurs
raising money in emerging markets as in the
inner cities of developed markets. This session
will discuss opportunities to unlock capital
for entrepreneurs who deeply understand the
problems they are solving from lived experience.
Alloysius Attah / Farmerline
Kwami Williams / MoringaConnect
Derrick Braziel / MORTAR
SESSIONS | 61
 OVERHAULING MODERN PORTFOLIO THEORY: A
NEW HYPOTHESIS TO INTEGRATE IMPACT
Modern Portfolio Theory does not serve
the impact investing community, as it
has nothing to say regarding how impact
risk and return is related to financial risk and
return – impact is considered an externality. The
FRIDAY, OCTOBER 13
existing benchmarking industry only serves non-
impact intermediaries, while impact investors
struggle to measure outcomes and impact.
Impact practitioners and researchers are now
collaborating to develop new theories and
hypotheses that tackle deeper systemic issues and
to research frameworks that integrate impact.
Charly Kleissner / 100% Impact Network
Lisa Molinaro / Tara Health Foundation
Falko Paetzold / University of Zurich
VISION BOOST FOR CHANGEMAKERS
2 HOUR WORKSHOP
Ready for a vision boost? Join us for
an energizing session to unleash life’s
possibilities. In this workshop, we will explore how
to support our bold aspirations as changemakers.
Whether you are still developing your vision,
thinking about your next chapter, or need that
boost to make it happen, you will walk away with
the inspiration, daily tools, and best practices for
living your vision.
Kristin Hayden / Vision Venture
Fernanda Flandoli / Vision Venture
ACTIVIST BOOT CAMP
2 HOUR WORKSHOP
In a world where “politics as usual” is out the
window, many of us wonder what we can
do to bring about change and channel frustrations
into impact. This interactive workshop will give
you a clear framework and easy-to-implement
steps to move forward, including insights around
leadership, collaboration, and advocacy. Apply
all that you’ve learned at SOCAP to your favorite
cause because, as Alexander Hamilton said, "If you
don’t stand for something, you'll fall for anything."
Darian Rodriguez Heyman / Numi Foundation
INTERNATIONAL CONTEXT
The US is not the only country addressing
systemic racial bias. Across the globe, open
dialogue about race and racism is taboo.
How are equity conversations taking place outside
62 | SOCAP17 CONFERENCE GUIDE
of the US? This session will highlight innovative
solutions to address racial and ethnic inequities
and investment examples from across the globe.
Loyce Pace / Global Health Council
EVOLUTION OF B LAB’S GOLD STANDARD AND
ASSESSMENT TOOLS
The B Impact Assessment has become the
most widely adopted impact measurement
management tool in the world, used by
65,000+ companies, and hundreds of
institutional partners. This session will
highlight the types of best practices that
impact companies are learning through the Impact
Assessment. We will hear about how companies
are improving on these practices, and discuss how
investors, governments, supply chain managers,
and business groups can recommend these tools
to businesses.
Amanda Kizer / B Lab
Judy Park / Bain Capital
Todd Wegner / Laureate
Emily Allbritten / Athleta
Margaret Berger Bradley / Ben Franklin
Technology Partners
FORM FOLLOWS FUNCTION: LEGAL STRUCTURE
FOR SOCIAL ENTERPRISE
2 HOUR WORKSHOP
Though the decision is never simple,
this interactive workshop is designed to
help social entrepreneurs and attorneys have a
clear and simple process to select the optimal
legal structure for an organization. The goal
of the process will be to reduce complexity and
confusion while giving the social entrepreneur a
few clear options; narrowing down their potential
legal structures from seven to only two or three.
Kyle Westaway / Westaway Law
12:00 - 1:00 PM
BOX LUNCH
FESTIVAL PAVILION
CONTINUE THE CONVERSATION YEAR-ROUND
SOCAP 365 invites you to step into a year-round network of professionals,
convening to talk about market-based solutions to today’s toughest
challenges. In the past two years, we’ve hosted a broad range of For more information
conversations in three major US cities. about programming and
partnership opportunities,
please contact:
With the help of dedicated partners, global thought-leaders, and growing
Liz Maxwell
demand in local audiences across the US, SOCAP 365 has produced 30
SOCAP 365 Product Manager
events, engaging nearly 2,500 participants since launching at SOCAP15 liz@socialcapitalmarkets.net
to strengthen local impact investing networks. As the field continues
socap365.com
to grow, SOCAP 365 events serve as a platform to cultivate an ongoing
dialogue at the intersection of money and meaning. We’ll see you there!
SOCAP 365 EVENTS AND PARTNERS*
Corporate Innovation for Impact:
Ethical Fashion for
Unique Partnerships for
Global Markets
Developing Markets
MARCH 2017 - NEW YORK CITY
NOVEMBER 2016 - NEW YORK CITY
Divest-Invest “Clean 15”: Fossil-Free Investing in Cultural Shift:
Impact Investing in Climate Solutions Capital + the Creative Sector
NOVEMBER 2016 - NEW YORK CITY MAY 2017 - SAN FRANCISCO
The Secret Life of Bankers:
Cross-Sector Investment
How They’re the Key to
for Equitable Cities
Building the New Economy
NOVEMBER 2016 - WASHINGTON, DC
JUNE 2017 - SAN FRANCISCO
A Developing Future:
Welcome Party: Poverty Stoplight
Impact Investing & Foreign
Comes to Washington, DC
Aid for a Greater Good
FEBRUARY 2017 - WASHINGTON, DC
JULY 2017 - WASHINGTON, DC
Financing Broad-Based Ownership Human Capital: Investing in
for Community Wealth the Future of Work
FEBRUARY 2017 - WASHINGTON, DC NOVEMBER 2017 - NEW YORK CITY
2017 SERIES SPONSORS
Capital Shifts for a
Regenerative Economy
MARCH 2017 - BERKELEY
*Events since SOCAP16 are listed here. For a full list of past events and partners, visit socap365.com
PARTNERS
PARTNERING TO
GROW THE FUTURE
It’s impossible to look at what we’ve been able
to accomplish together these past 10 years,
without recognizing the vital contributions
of SOCAP’s partners. From organizations
like the Omidyar Network and Halloran
Philanthropies helping us lay the foundation
for what we’ve built, to Prudential and Tides
helping to sustain us year after year, to
incredible new partners such as W. K. Kellogg
Foundation and AARP Foundation helping us
to push the boundaries of thought-leadership
– we could not do this without you.
We extend our gratitude to YOU, our partners,
for your financial commitment and for
investing in the “how” we do things, and not
just the “what” we do. The conversations you
are helping to spark, will change more lives
than any of us will ever know. Entrepreneurs,
investors, and other members of our
community will leave SOCAP with a renewed
commitment to making the world better. And
none of it would happen without you. We
see a world where, together, we can move
tremendous resources and energy – and even
whole communities and the world – towards
a better future.
Thank you!
JAMIE MCGONNIGAL
Director of Business
Development
66 | SOCAP17 CONFERENCE GUIDE
SUCCESS PARTNER
WKKF.ORG
The W.K. Kellogg Foundation (WKKF) – founded in 1930
as an independent, private foundation by breakfast
cereal pioneer Will Keith Kellogg – is among the
largest philanthropic foundations in the US. Guided
by the belief that all children should have an equal
opportunity to thrive, WKKF works with communities to
create conditions for vulnerable children so they can
realize their full potential in school, work, and life. In a
fast-changing world with scarce resources and complex
challenges facing children, families, and communities,
we employ below market and market rate impact
investment dollars to make a difference in the lives of
vulnerable children, to advance our mission.
INVESTMENT
PARTNERS
BAINCAPITAL.COM
Bain Capital Double Impact partners with for-profit
mission-oriented companies – primarily located in
North America – that have strong business models
and great impact potential. We focus broadly on three
core themes: sustainability, health and wellness, and
community building.
BFAGLOBAL.COM & CATALYST-FUND.ORG
BFA is a global consulting firm specializing in financial
services for low-income people. Our approach is to seek
out, create, and implement financial solutions to help
people manage challenges and seize opportunities. In
creating solutions, we integrate our deep expertise in
customer insights, business strategy, new technology,
and growth-enabling policy and regulation. Founded in
2006, BFA’s clients include donors, investors, financial
institutions, policymakers, insurers and payment service
providers. BFA has offices in Boston, New York, Nairobi,
Medellín, and India. Catalyst Fund is a philanthropic
grant fund at the forefront of Inclusive Fintech, an
initiative managed by BFA and supported by the Bill &
Melinda Gates Foundation and JPMorgan Chase & Co.
Since 2016, Catalyst Fund has been accelerating startups
developing financial services for the needs of the low-
income demographic. We also seek to build up industry
knowledge and customized tools from our direct work
supporting and accelerating early-stage startups building
digital financial services for the next billion.
BUSHFOUNDATION.ORG
At the Bush Foundation we invest in great ideas and
the people who power them. We encourage individuals
and organizations to think bigger and think differently
about what is possible in communities across Minnesota,
North Dakota, South Dakota, and the 23 Native nations
that share the same geographic area. The Foundation
was established in 1953 by 3M executive Archibald Bush
and his wife, Edyth. Inspired by the Bushes' desire to
build their community and encourage innovation, the
Foundation has invested nearly one billion dollars in
grants to thousands of organizations and individuals.
JPMORGANCHASE.COM
JPMorgan Chase & Co. is a leading global financial
services firm with assets of $2.5 trillion, and operations
worldwide. The Firm is a leader in investment banking,
financial services for consumers and small businesses,
commercial banking, financial transaction processing,
and asset management. A component of the Dow Jones
Industrial Average, JPMorgan Chase & Co. serves millions
of consumers in the United States and many of the world's
most prominent corporate, institutional, and government
clients under its J.P. Morgan and Chase brands.
PRUDENTIAL.COM
Prudential Financial, Inc. is a financial services leader –
with more than $1 trillion of assets under management
as of March 31, 2017 – and has operations in the United
States, Asia, Europe, and Latin America. The company's
diverse and talented employees are committed to
helping individual and institutional customers grow and
protect their wealth through a variety of products and
services, including life insurance, annuities, retirement-
related services, mutual funds, and investment
management. In the US, the company's iconic Rock
symbol has stood for strength, stability, expertise,
and innovation for more than a century. For more
information, please visit news.prudential.com.
Join us as a partner for SOCAP18!
Email jamie@socialcapitalmarkets.net
for more information.
PARTNERS | 67
INNOVATION
PARTNERS
AARP.ORG/AARP-FOUNDATION
AARP Foundation's vision is "a country that is free of
poverty and where no older person feels vulnerable."
Therefore, the Foundation is dedicated to serving
vulnerable people 50+ by creating solutions that help
them secure the essentials and achieve their best life.
AUTODESK.ORG
The Autodesk Foundation supports the design and
creation of innovative solutions to the world's most
pressing social and environmental challenges, most
notably climate change.
BLACKSTONE.COM
The Blackstone Charitable Foundation invests
philanthropic and human capital to create opportunity
and support economic development globally.
68 | SOCAP17 CONFERENCE GUIDE
ECHOINGGREEN.ORG
For 30 years, Echoing Green has unleashed next-
generation talent to solve the world's biggest problems.
These leaders spend their lives working with purpose,
define their generations, and make society better.
Echoing Green continues to build a global community
of more than 700 emerging leaders who have launched
Teach For America, City Year, One Acre Fund, SKS
Microfinance, and hundreds more. Through our
Fellowships and other innovative leadership initiatives,
we unleash unexpected potential by tracking down the
best and the brightest leaders, bringing them together,
and launching them on a path to success. We drive
positive social change further, faster.
FAIRR.ORG
Established by Jeremy Coller of Coller Capital, FAIRR and
its founding members believe that a worrying knowledge
gap has emerged among investors in relation to the
material investment risks and opportunities connected
with intensive livestock farming and poor animal
welfare standards: risks to human health, depletion
of the world’s natural resources, food safety, and food
security issues. The FAIRR initiative aims to close this
knowledge gap, ensuring that investors understand
the sustainability risks of intensive animal agriculture
throughout the supply chain, in addition to raising
awareness of the innovative investment opportunities
emerging in the alternative protein space.
GARYCOMMUNITY.ORG
Gary Community Investments (GCI) invests in for-profit
and philanthropic solutions for Colorado's low-income
children and their families. GCI focuses the majority
of its resources on improving outcomes for young
children ages prenatal through five, and is committed to
catalyzing innovation in early childhood at the program,
company, system, and policy levels.
HALLORANPHILANTHROPIES.ORG
The Halloran Philanthropies’ mission is to inspire,
innovate, and accelerate positive social change to build
the world we all want: where the financial, social, and
environmental forces are aligned to create positive social
and economic impact. Our vision promotes economic
empowerment, access to financial services, education,
clean energy, and environmental sustainability. We
make grants and impact investments to support:
Entrepreneurship, Business Innovation, Wellbeing,
Education, Clean Energy, and the Performing Arts.
JBMEDIAGROUPLLC.COM
JB Media Group is a digital marketing agency dedicated
to increasing the reach and impact of mission-driven
companies and organizations. We work with clients
who have a social impact story to tell – from promising
startups to global leaders. Our clients include SOCAP,
Social Venture Network, StartingBloc, and Conscious
Company Media. We offer services including strategy,
content, social media, SEO, public relations, and
advertising. We can provide training for your team – or
manage your marketing for you. We bring expertise,
passion, and creativity to every campaign.
MACFOUND.ORG
The John D. and Catherine T. MacArthur Foundation
supports creative people, effective institutions, and
influential networks building a more just, verdant, and
peaceful world. MacArthur is placing a few big bets that
truly significant progress is possible on some of the
world’s most pressing social challenges, including: over-
incarceration, global climate change, nuclear risk, and
significantly increasing financial capital for the social
sector. In addition to the MacArthur Fellows Program,
the Foundation continues its historic commitments to
the role of journalism in a responsible and responsive
democracy, as well as the strength and vitality of our
headquarters city, Chicago. One of the nation's largest
independent foundations, MacArthur has made impact
investments for three decades, and today leverages
a $500 million pool of dedicated assets to help raise,
structure, and deliver flexible capital to high-impact
enterprises and funds across multiple sectors.
PARTNERS | 69

SCU.EDU/MILLERCENTER
Founded in 1997, Miller Center for Social
Entrepreneurship is one of three Centers of Distinction
at Santa Clara University in California. ​M iller Center for
Social Entrepreneurship accelerates entrepreneurship
to end global poverty and protect the planet. Its
strategic focus is on poverty eradication with an
emphasis on climate resilience and women's economic
empowerment. To learn more about the Center or any of
its social entrepreneurship programs, visit our website.
TIDES.ORG
Tides is a philanthropic partner and non-profit
accelerator dedicated to building a world of shared
prosperity and social justice. Tides works at the nexus
of funders, changemakers, and policy, with extensive
impact solutions including: philanthropic grantmaking,
impact investing, fiscal sponsorship, collaborative
workspaces, and policy initiatives. Their extensive
tools and know-how give their partners the freedom
to hit the ground running and drive change faster than
they can on their own. Tides has managed project and
grantmaking activities totaling more than $3 billion,
provides fiscal sponsorship for 140 social ventures, and
in 2016 granted more than $200 million to organizations
around the world.
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VODAFONE-US.COM
The Vodafone Americas Foundation fosters social
change in global and local communities through
connected solutions. Our mission is to connect an
ecosystem of partners that use wireless technology to
spark innovation, improve lives, transform the global
development sector, and empower women and girls.
We mobilize social good by analyzing the needs of a
community, collaborating with expert partners, and
creating vehicles of knowledge sharing and learning
throughout Vodafone's 27 foundations worldwide.
WALTONFAMILYFOUNDATION.ORG
The philanthropic vision of Sam and Helen Walton has
driven the work of the Walton Family Foundation for
three decades. Our legacy is more important than ever
as we accelerate our efforts to improve K-12 education
for all students in America, to protect our rivers and
oceans and the communities they support, and to give
back to the region that first gave opportunity to Sam
and Helen Walton.
PITCH PARTNERS
THEALLIANTCOMPANY.COM
Alliant Strategic is focused on ensuring the preservation
and long-term affordability of multifamily residential
properties throughout the United States. All of our
investments impact the lives of families and individuals
residing in our communities, who will enjoy the benefits
of a safe, healthy, and stable living condition that
provides the foundation for them to thrive in work,
school, or retirement.
AHPFUND.COM
American Homeowner Preservation utilizes crowdfunding
to make an impact in real estate. By crowdfunding the
purchase of distressed mortgages at deep discounts, AHP
is able to provide restorative solutions to families crushed
by unaffordable mortgages; solutions such as loan
modifications with favorable terms, deeds-in-lieu, or cash
for keys arrangements. By keeping families in their homes
and finding alternatives to foreclosure, AHP helps make
American communities and families strong.
CALVERTFOUNDATION.ORG
Calvert Foundation harnesses the power of investing
to connect, cultivate, and inspire those who want
to shape the world for good. Through its flagship
product, the Community Investment Note, Calvert
Foundation has raised more than $1.5 billion from
more than 18,000 investors, which has been invested
in hundreds of organizations, projects, and funds that
are making a positive, measurable impact around the
world. Alongside this, Calvert Foundation is forging new
partnerships, incubating innovative ideas, and sharing
knowledge to grow the impact investing movement.
CAPITALIMPACT.ORG
Through capital and commitment, Capital Impact
Partners helps people build communities of opportunity
that break barriers to success. A non-profit CDFI, we
have a 30-year history delivering strategic financing,
social innovation programs, and capacity building that
creates social change and delivers financial impact
nationwide. Capital Impact Partners believes every
underserved community has the potential to be a strong,
vibrant place of opportunity. We see a world where low-
to-moderate-income individuals have access to quality
health care and education, healthy foods, affordable
housing, and the opportunity to age with dignity. Capital
Impact provides the right investment and support to
catalyze this potential. We work with communities
to create a strong fabric of high-quality services that
foster good health, job creation, economic growth,
and interconnectedness – empowering individuals to
improve their lives and livelihoods.
PARTNERS | 71
CRS.ORG & VIICONFERENCE.ORG
Catholic Relief Services is the official international
humanitarian and development agency of the Catholic
community in the United States. Founded in 1943, it is an
organization of 5,000, working in more than 100 countries,
and reaching nearly 120 million of the world's poorest
and most vulnerable, without regard to race, religion, or
nationality. CRS acts to promote human development
by responding to major emergencies, fighting poverty,
nurturing peaceful and just societies, and serving Catholics
in the United States as they live their faith in solidarity
with their brothers and sisters around the world.
CLARUSFUNDS.COM
Clarus is a leading global investment firm dedicated
to life sciences. Founded in 2005 by a team of
accomplished investment and operating professionals,
Clarus manages more than $2.6 billion, and has invested
in more than 50 private and public companies in the
biotechnology, medical device, and diagnostic spaces. In
every investment, Clarus employs a hands-on approach,
while leveraging its scientific and clinical development
expertise, and ability to adapt to an ever-changing
investment landscape. Clarus strives to generate
outstanding returns for its investors by identifying and
financing innovative medicines that improve people’s
lives. Clarus has offices in Cambridge, Massachusetts,
and South San Francisco, California.
72 | SOCAP17 CONFERENCE GUIDE
CROATANINSTITUTE.ORG
Croatan Institute is an independent, non-profit
research institute whose mission is to harness the
power of investment for social good and ecological
resilience by working at the critical nexus where
sustainability, finance, and economic development
intersect. The Institute – along with a consortium of
other organizations – has launched the Clean Portfolio
Project, an educational project developing fossil-
free model portfolios for diversified investors and
showcasing the wide range of opportunities available
to invest across asset classes in high-impact climate
solutions.
DELOITTE.COM
Deloitte LLP helps clients deal with the increasing
amount of change and complexity in our highly
connected world – as part of Deloitte Touche Tohmatsu
Limited, the largest professional services organization
globally, which spans more than 150 countries and
territories. Deloitte provides audit, consulting, tax,
and advisory services to clients – and its US client
base includes 80 percent of Fortune 500 companies.
Throughout its global footprint the company operates
as a purpose-driven organization with an inclusive and
diverse culture that encourages its professionals to serve
communities where they work and live through client
projects, pro bono work, and skill-based volunteering.
DB.COM
Deutsche Bank provides commercial and investment
banking, retail banking, transaction banking, and asset
and wealth management products and services to
corporations, governments, institutional investors, small
and medium-sized businesses, and private individuals.
Deutsche Bank is Germany’s leading bank, with a strong
position in Europe and a significant presence in the
Americas and Asia Pacific.
CORPORATE.FORD.COM/COMPANY/COMMUNITY.HTML
For more than a century, Ford has been committed
to improving the world. Through volunteering and
charitable giving, we provide support that strengthens
the global community.
IFC.ORG
IFC, a member of the World Bank Group, is the largest global
development institution focused on the private sector in
emerging markets. IFC invests in private education to create
opportunities for students in emerging markets to access
quality education and develop skills that will help them find
employment. IFC’s active total education portfolio, a blend
of debt and equity, is around $700 million invested mainly in
tertiary education. Good examples include: AdvTech South
Africa, which is expanding access to vocational training
in Africa; the highly-innovative, globally-oriented online
education platform Coursera; and the leading technical
vocational education and training provider Luminus in
Jordan, which has an impressive record of aligning skills
with industry needs.
IMPACTASSETS.ORG
ImpactAssets connects donors and investors to the
organizations and entrepreneurs that are addressing the
world's biggest problems. We do this through the Giving
Fund, a donor advised fund that democratizes access
to entrepreneurs and fund managers best positioned to
deliver on a wide range of opportunities in the world
of impact investing. Our educational resources, The
ImpactAssets 50 and library of Issue Briefs, support
investors and advisors looking to engage and help build
the field of impact investing.
KORNFERRY.COM/IMPACT-INVESTING
Korn Ferry is the premier global provider of talent
management solutions, offering a broad and
comprehensive range of human capital services, including:
Executive Recruitment, Leadership and Talent Consulting,
and Mid-Level and Outsourced Recruiting. Korn Ferry has
76 offices in 36 countries worldwide. Korn Ferry’s Impact
Investing Center of Expertise serves global for-profit, non-
profit, philanthropic, and hybrid organizations globally.
NEWRESOURCEBANK.COM
New Resource Bank is a triple-bottom-line bank serving
values-driven businesses and non-profits that are
building a more sustainable world. We see money as an
agent of positive social, environmental, and economic
change. We use banking to transform the economy
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deposits to work for good by lending to organizations
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By using banking to promote well-being, we aim to
have an impact in four key areas: environmental
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empowerment, and sustainable commerce.
PARTNERS | 73

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 $1 billion to for-profit companies and non-
profit organizations that foster economic advancement
and encourage individual participation across multiple
initiatives, including: Education, Emerging Tech,
Financial Inclusion, Governance & Citizen Engagement,
and Property Rights.
SBS.OXFORD.EDU/SOCIALFINANCE
Saïd Business School at Oxford University blends the
best of new and old. We are a young, vibrant, and
innovative business school deeply embedded in an
800 year old world-class university. We deliver cutting-
edge education and ground-breaking research that
transforms individuals, organisations, business practice,
and society. We seek to be a world-class business school
community, embedded in a world-class university,
tackling world-scale problems. We are the first business
school in the world to deliver a series of executive
social impact programmes focused on the critical areas
of impact investing, impact measurement, and social
finance.
74 | SOCAP17 CONFERENCE GUIDE
SYMBIOTICSGROUP.COM
Symbiotics is an investment company specialized in
emerging, sustainable, and inclusive finance. Since its
inception in 2005, it has invested $3.75 billion in more
than 300 financial institutions in more than 70 emerging
countries, working as an advisor or manager of about
30 investment funds and many institutional investors.
The firm is headquartered in Geneva, Switzerland,
with offices in Cape Town, London, Zurich, Mexico City,
and Singapore, regrouping more than 100 employees
globally. Symbiotics currently reaches out – indirectly
through its investments – to 1,600,000 small enterprises
and low-income households at the base of the pyramid
in emerging and frontier markets.
TIDELINE.COM
Founded in 2014, Tideline is a consulting firm that
provides tailored advice to clients developing impact
investment strategies, products, and solutions. Tideline
serves a variety of clients with a team of 18 based in New
York, California, and Texas, including: market leading
foundations, financial services firms, development
finance institutions, international donors, family offices,
and non-profits. Tideline's Managing Partners, Christina
Leijonhufvud, Ben Thornley, and Kim Wright-Violich,
have deep expertise in financial services, public policy,
and philanthropy and represent more than 30 years of
collective impact investment market experience.
USAID.GOV/GLOBALDEVLAB
USAID's US Global Development Lab serves as an
innovation hub. We take smart risks to test new ideas and
harness the power of innovation for development impact.
Working collaboratively with the Agency and our external
partners, the Lab's mission is two-fold: 1. To produce
breakthrough development innovations by sourcing,
testing, and scaling proven solutions to reach hundreds
of millions of people. 2. To accelerate the transformation
of the development enterprise by opening development
to people everywhere with good ideas, promoting new
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and evidence to bear, and harnessing scientific and
technological advances.
US.WAKA-WAKA.COM
WakaWaka is an award-winning social enterprise
that develops, manufactures, and markets premium
solar consumer products. WakaWaka believes in safe,
sustainable solar for all. With our Share the Sun model,
every purchase will help spread light and power to the
more than 1 billion people without access to electricity.
IDEA PARTNERS
AERISINSIGHT.COM
Aeris® guides capital to good. We are the
information service for the nation’s leading
community investors. Since 2004, Aeris has
provided ratings, data, and consulting that support
investment in underserved places and people. Aeris’
clients range from large financial institutions with
Community Reinvestment Act (CRA) obligations,
mission-driven charitable foundations, government,
private wealth managers, and more. Aeris’ proprietary
ratings help investors evaluate opportunities that meet
their impact goals and risk parameters. Learn more on
our website.
AMALGAMATEDBANK.COM
For nearly a century,
Amalgamated Bank has been the most trusted financial
institution for progressive people and organizations.
By helping those who do good do better, we work
to help make the world more just, compassionate,
and sustainable. Our extensive experience, financial
resources, and community of like-minded customers
offers labor unions, philanthropies, political campaigns,
socially and environmentally responsible corporations,
as well as individuals, a unique set of financial services
enabling them to lead the charge to improve our
communities and our country. Amalgamated is proud to
be America’s largest Certified B Corp Bank and member
of the Global Alliance for Banking on Values.
COBLENTZLAW.COM/SERVICES/INDUSTRIES/
SOCIAL-ENTERPRISE/
Coblentz Patch Duffy & Bass LLP
advises clients with social enterprise
goals to create positive change in the community.
Our substantial knowledge in the areas of corporate
and tax law, intellectual property, and finance allows
us to advise clients in successfully deploying public,
private, and philanthropic investment capital that both
generates business and achieves their social, cultural,
economic, and environmental objectives. Our attorneys
are also experienced in sophisticated charitable giving
techniques; generating creative structures for novel
charitable activities, venture philanthropy, and impact
investments; and creating the right vehicle for planned
giving and impact investing.
OWEESTA.ORG
As the only national Native CDFI
intermediary, First Nations Oweesta’s
mission is to provide opportunities
for Native people to develop assets and create wealth
by assisting in the establishment of strong, permanent
institutions and programs, contributing to economic
independence, and strengthening sovereignty for all
Native communities. For nearly two decades, we’ve
accomplished this mission by following an integrated
asset-building strategy and supporting the creation,
development, and capitalization of Native CDFIs.
Oweesta provides Native CDFIs with debt capital
investments, technical assistance, and training to deliver
financial and wealth building educational programs to
Tribal members.
PARTNERS | 75
 HBS.EDU/
SOCIALENTERPRISE
The HBS Social Enterprise
Initiative applies innovative business practices and
managerial disciplines to drive sustained, high-impact
social change. It's grounded in the mission of Harvard
Business School and aims to educate, inspire, and
support leaders across all sectors to tackle society's
toughest challenges and make a difference in the world.
The Social Enterprise Initiative engages with the non-
profit, for-profit, and public sectors to generate and
share resources, tools, and knowledge. Courses that
focus on social enterprise are embedded into the MBA
curriculum and Executive Education program offerings.
Beyond the classroom, HBS offers career development
programs designed to support students and alumni who
are engaged professionally in the social sector.
LOCUSIMPACTINVESTING.ORG
LOCUS Impact Investing is an
"on-ramp" for foundations and donors who want to
unlock their philanthropic capital to make direct
mission investments to build more prosperous, vibrant
communities. LOCUS (a wholly owned subsidiary of a
$218 million non-profit CDFI) is a trusted partner for
place-focused foundations interested in local impact
investing. LOCUS assesses the landscape for investable
entrepreneurial opportunities, conducts financial due
diligence, and services and monitors these community
investments. LOCUS can assist foundations in aggregating
funds to create a local impact investing fund. Our team
has a proven track record of impact: more than $915
million of project impact in underserved communities;
$15 million in PRIs and MRIs; and experience working
with more than 40 CDFIs and foundations for community
impact. LOCUS has one goal: local investing for impact.
MICROSOFT.COM/EN-US/AFFORDABLE-ACCESS-INITIATIVE/HOME
Microsoft Airband Initiative is a partnership-based
model that delivers products, solutions, and business
models designed to enable billions more customers to
affordably get online, and access online applications
and services. We focus on internet and energy access
within education, healthcare, and agriculture verticals.
76 | SOCAP17 CONFERENCE GUIDE
IN-KIND PARTNERS
WORLDVISIONPHILANTHROPY.ORG/VISIONFUND
ONTARIO.CA/PAGE/MINISTRY-ECONOMIC-DEVELOPMENT-AND-GROWTH
The majority of people living in extreme poverty are women,
Ontario is committed to supporting a thriving marketplace and most of them are subsistence farmers with small plots
of sustainable and scalable social enterprises that of land. Lack of access to finance and know-how prevents
drive economic development while creating social and farmers from achieving full productivity and from generating
environmental impact. In 2016, Ontario's Ministry of sufficient income to invest in their children’s education and
Economic Development and Growth launched Ontario's health. VisionFund International, World Vision’s financial
Social Enterprise Strategy 2016-2021. This five year institution, is developing a suite of innovative agri-finance
strategy makes significant commitments in three key products, including savings, microloans, and crop insurance,
areas: equipping social enterprises with solid business tailored for small holder farmers and focused on women. NETWORK PARTNERS
fundamentals; connecting social enterprises to markets VisionFund leverages fintech to reach more rural women ALTERNA IMPACT
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value of social enterprise and social finance. ASHOKA
information to the most remote communities.
ARTEMISIA
SOPROCFO.COM MEDIA PARTNERS ARTHA PLATFORM
SoPro provides growth-stage Social ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS
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BUCKMINSTER FULLER INSTITUTE
office work because they have reached an inflection
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(BALLE)
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GOOD COMPANY VENTURES
WRPARTNERSHIP.COM IMPACT ENGINE
Whitten & Roy Partnership INVEST WITH VALUES
is a sales and management MISSION INVESTORS EXCHANGE
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than 120 sales improvement projects in 26 Global South
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Whitten & Roy Partnership's 40+ trained consultants are EED SPOT
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with specialists in B2B, B2C and B2B2C channels.
SOCIAL VENTURE NETWORK
SVX IMPACT INDEX
TONIIC
UNCHARTED
WAMDA CAPITAL
PARTNERS | 77
TEAM
SOCAP TEAM
SOCAP17 is the 10th time that the Conference at the Intersection of Money and Meaning has
convened at Fort Mason in San Francisco. Founded by Kevin Jones, Rosa Lee Harden, Gary Bolles,
Heidi Kleinmaus, Mark Beam, and Tim Freundlich, the first convening gathered more than 600
changemakers and has grown to the 3000 who are gathered here today.

This year – with the acquisition of SOCAP by a new group of investors – the people who bring
you SOCAP has expanded to include a new team on the East Coast; both in management and
with an additional team working on the Good Capital Project (GCP). While SOCAP convenes and
educates, GCP has added to the SOCAP family by focusing its attention on building collaboration
and partnerships to drive more capital to purposeful investment.

This year’s team of amazing folks who have brought you SOCAP17 includes:

KEVIN JONES | CO-FOUNDER & CONVENER
Kevin is currently focusing most on
neighborhood economics (both the
organization of that name and the
area of impact) – helping to create
wealth in marginalized communities
through an ecosystem approach to
entrepreneurship. He is committed to
both finding the resources for and participating in a
learning network of those system entrepreneurs who
are creating similar ecosystem approaches – using a
mix of investing and providing support to neighborhood
scale startups and businesses. He is also working
increasingly in a similar ecosystem multisector
partnership with the United Nations Development
Programme in Armenia, that is expected to expand to
other countries nearby. He continues to enjoy grounding
himself and his family on a farm just outside of Asheville,
North Carolina, where the Swannanoa River that flows
in his backyard reminds him of constant dynamic
changes, and where his two grandkids and his dogs
remind him to take time to play.
LINDSAY SMALLING | PRODUCER & CURATOR
Lindsay curates all content for
SOCAP, and also oversees production,
marketing, and business development.
Since joining SOCAP in 2012, Lindsay
has served as Entrepreneur
Coordinator (2012), Program Manager
for the Oceans track (2013), Senior
Content Associate (2014), and Director of Programming
(2015), before becoming Producer and Curator in 2016.
Lindsay was previously Strategic Initiatives Officer at
ImpactAssets where she was focused on building
knowledge resources that advance the field of impact
investing, such as Issue Briefs and the annual
ImpactAssets 50. Lindsay is a graduate of Columbia
Business School and Pomona College.
ROSA LEE HARDEN | CO-FOUNDER & EXECUTIVE
PRODUCER
Rosa Lee has been producer
throughout the entire decade of
SOCAP. (Has it really been a decade!?)
Her daughter says she is a blend of
heart-centered mystic and future-
focused achiever – straddling the
inner realms of reflection and the
outer realities of walking her truth with integrity. She's
been a serial entrepreneur since she took over the
family newspaper in her 20s. An Episcopal priest, she
recently was honored for her contributions to her peers
and community with an honorary doctorate by her alma
mater, the Church Divinity School of the Pacific in
Berkeley. She speaks and preaches on Money & Meaning
– living with money as a moral and ethical extension of
our selves – and not long ago was invited to speak on
this topic at The Vatican. Having one foot in the faith
world and one foot in entrepreneurship has been a
great place from which to grow the conference at the
intersection of money and meaning. Her family is very
important to her, and she actively nurtures familial ties.
Rosa Lee has historically limited her endeavors into
territory where she knew she could excel, and is
courageously expanding in the art of being a beginner
through her new passion: ballroom dancing!
JAMIE MCGONNIGAL | DIRECTOR OF BUSINESS
DEVELOPMENT
Jamie is proud to be a part of the
SOCAP team, following five years
organizing RootsCamp, the nation’s
largest progressive “unconference.”
Prior to that, Jamie produced more
than 200 Broadway concerts and
events, benefiting organizations
such as The Matthew Shepard Foundation, National
AIDS Fund, United Nations Association, and Broadway
Cares / Equity Fights AIDS. In his free time, Jamie is a
cartoon voice actor for Pokémon, Yu-Gi-Oh! and several
other animated features and video games. He can also
be heard as a political commentator on SiriusXM
Progress 127 and currently serves on the board of
Upswing Strategies. He lives in DC with his husband
Sean. Find out more at jamiemcg.me.

80 | SOCAP17 CONFERENCE GUIDE TEAM | 81

DIANA CONNOLLY | PRODUCTION MANAGER
Diana has been managing the
production of SOCAP conferences
and events since SOCAP13. She is the
founder of Groundswell Marketing,
and offers more than 20 years of
creativity and experience in
orchestrating large-scale events. She
recently completed an MBA in Sustainable Enterprise,
and has a passion for bringing social and environmental
responsibility to event operations.
JUSTIN BELLEME | MARKETING MANAGER
Justin leads the SOCAP17 marketing
team with more than a decade of
experience in internet marketing
and event promotion. He is the
Founder and Director of Strategy at
JB Media Group, an online marketing
agency based in Asheville, North
Carolina. In addition to working for SOCAP, JB Media
has also offered marketing or training services to the
following organizations: Social Venture Network,
Conscious Company Media, StartingBloc, Ashoka, and
Hive Global Leaders. He is a lead instructor for the JB
Media Institute.
LIZ MAXWELL | SOCAP 365 PRODUCT MANAGER
Liz manages the year-round SOCAP
365 series, which has convened
nearly 30 thought-leadership events
in New York City, Washington, DC,
and San Francisco since launching at
SOCAP15. In developing SOCAP’s
multi-site event series, Liz has
brought together more than 2,500 people to support the
development of local impact investing networks.
Previously, Liz served as Artistic Director for the Art
Monastery Project, living at the pilot site in Italy for
three years to revitalize underused historic spaces with
arts-based programming and international cultural
exchange. Liz recently relocated to Philadelphia, where
she lives with a very sweet puppy dog.
82 | SOCAP17 CONFERENCE GUIDE
FABIENNE BLANC | REGISTRAR & SPONSOR
ASSOCIATE
Fabienne has been the SOCAP
Registrar since 2011, and is also
supporting SOCAP sponsorship
coordination for SOCAP17. After
studying law in France, she moved to
San Francisco to join her husband and
raise her children. When she is not
nagger-in-chief to her teenagers, she enjoys long walks
with her dog, hiking or skiing in the Sierra, and doing
genealogical research.
CONTENT STAFF
CARI HANSON | SENIOR CONTENT MANAGER
Cari returns to the SOCAP team this
year to support content and speaker
relationships for the Education and
Racial Equity themes, as well as the
guest curated Spotlight series. She was
a content consultant for SOCAP16, and
also curated content for the Oceans Track at SOCAP13
with Future of Fish. She is the Principal at Orng Dot, a
strategic systems development and designed
experiences consultancy working with startups, social
enterprises, and the impact investment community. Her
work focuses on bringing people together to strengthen
initiatives and deepen impact.
LIZ GROSSMAN | CONTENT COORDINATOR
Liz is a New York City-based educator,
communicator, and strategist
supporting African and American
entrepreneurs and organizations build
mutually beneficial relationships and
launch successful projects. She lived in
West Africa for more than ten years, working on
education, youth and women’s empowerment issues in
Senegal, Cameroon, Malawi, Uganda, Chad, Gambia,
Guinea, Mauritania, Guinea Bissau, and Mali, and
consulting for think tanks, UN agencies, governments,
social enterprises and non-profits. She is currently
Managing Director of Baobab Consulting, promoting
mutual understanding and equitable collaboration
between Africa and the US through communications,
strategic consulting, and education.
SOCAP GROUP
ROBERT CARUSO
CHAIR & MANAGING PARTNER
Bob is Founder and Chairman of The Human Elevation Company, a global media
and digital technology company; and is the Founder of Kantian Social Ventures, an
investment company that invents, incubates, and invests in a new generation of purpose
driven companies. He is Managing Partner and Chairman of SOCAP Group, a portfolio
company of Kantian Social Ventures. Prior to these positions, he was President of Select
Equity Group, Inc., which manages more than $24 billion in client funds. Prior to Select
Equity, Bob was a Managing Partner, Chief Operating Officer, and a member of the Board
of Directors’ of Highbridge Capital Management. Highbridge managed more than $40
billion in AUM. Prior to Highbridge, he was a Managing Director, Chief Financial Officer,
and the Treasurer of Robertson Stephens, a San Francisco-based global investment bank.
He lives in Princeton, New Jersey with his wife Michelle and five kids. (He is regularly
seen running around to various soccer games in the Princeton area.)
JOHN MORRIS
MANAGING PARTNER
John is dedicated to future initiatives and strategies to expand the SOCAP brand and
the impact marketplace. John is responsible for the “Good Capital Project” – a two-year
design thinking initiative recently launched by SOCAP Group. As CEO of V2V Associates,
John consulted to the previous ownership of SOCAP before partnering with Robert
Caruso, CEO of Kantian Social Ventures to lead the formation of SOCAP Group to provide
the resources needed to expand the brand and social impact. Previously, John Co-
founded Snowden Lane Advisors, a wealth management firm currently with 3.5 billion
in assets. Initially, John spent 23 years at Merrill Lynch, 15 years working with clients in
London and Dubai, then New York where he was Chairman of Latin America and Head of
International Product and Marketing. He and his wife live in Princeton, New Jersey, and
are thrilled about the newest edition to their family, a grandbaby.
LUC FAGERBERG
CHIEF OPERATIONS OFFICER
Luc is COO for SOCAP Group. He is Head of Business Strategy & PMO at V2V Capital,
where he is responsible for strategy development and managing the various mandates of
the firm. Luc was a partner in Impulse Catalysts, an advisory firm specializing in helping
renewable energy startups navigate the political, business, financial, and regulatory
landscapes of international markets. Luc’s experience includes vast international
familiarity – having lived in Switzerland, Pakistan, Namibia, Mozambique, and Brazil
– holding a number of instruction and financial support positions and receiving his
education. Luc is quadrilingual, graduated from Babson College with concentrations in
Finance and Economics. He is currently living in Paris, the city of love.
TEAM | 83
EVENT STAFF
VASHONE HUFF | SPONSOR ASSOCIATE
VaShone returns to SOCAP again this
year to support sponsors on-site during
the event. A California native, VaShone
is an educator, policy maker, advocate,
and servant leader. After teaching in
Oakland, VaShone spent more than 15
years in Government Affairs working with the California
State Senate, Port of Oakland, and City of Oakland
Office of the Mayor. VaShone’s passion for empowering
young people brought her to the East Coast where she
worked with New Organizing Institute and George
Washington University. She loves music, writing,
dancing, and spending time with her family.
MARYSIA GRABOWSKA | VOLUNTEER COORDINATOR
Marysia is a recent Master’s graduate in
Social Entrepreneurship. She is
currently working at TechSoup on the
Impact and Strategy team, helping non-
profits plan for a more financially
sustainable future. Prior to coming to
San Francisco, she worked at a youth development
organization in Copenhagen. Outside of work, Marysia
likes to spend her time making pottery and windsurfing.
SARAH STERLING | ENTREPRENEUR COORDINATOR
Sarah has several years of work
experience in Central America where
she currently lives and works for
Pomona Impact in Antigua, Guatemala.
As coordinator for the Scholarship
Entrepreneurs since 2015, she brings
her skills in event management, logistics, and outreach
to the team at SOCAP17. She is excited to be joining the
SOCAP team again this year and hopes to be part of
SOCAP for years to come.
NICOLETTE OLIARO | PRODUCTION COORDINATOR
Nicolette has more than 10 years
experience managing large and small
scale events. Her clients and events
experience include non-profit
organizations, production and staffing
at major conferences, gala fundraisers,
registration management, donor stewardship, veteran’s
retreats, performing arts management, corporate
84 | SOCAP17 CONFERENCE GUIDE
meetings, and international celebrity and donor trips.
When not planning and producing events, Nicolette can
be found in the dance studio teaching Zumba. This will
be her fifth SOCAP, working as part of the Groundswell
Marketing Production team.
CASEY TERRAZAS | SOCAP TECHNICAL DIRECTOR
Since 2011, Casey has managed the
equipment setup and labor crews
needed to make SOCAP a full-scale
production. When not at SOCAP, Casey
travels the globe producing all kinds of
events. Additionally, in 2013 Casey
founded Porch Party Records in his home city of Long
Beach, releasing vinyl and cassettes of California bands.
BJ HARDEN JONES | COPY EDITOR
The daughter of SOCAP founders Kevin
Jones and Rosa Lee Harden, BJ has
proudly worked with her parents as
copy editor for the SOCAP program
book all ten years. She lives in Asheville,
North Carolina with her beloved partner
and son, across town from her parents’ farm. Her passion
lies in coming to see and understand the inherent
goodness of all things. Her favorite tool for this
endeavor is the meditative self-inquiry called The Work
of Byron Katie, and she feels so privileged when she
gets to share this paradigm-shifting work with others.
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.
GCP TEAM
CHRIS DANNER
PARTNERSHIPS & BUSINESS DEVELOPMENT, GOOD CAPITAL PROJECT
Chris focuses on new business initiatives for SOCAP Group, specifically the Good
Capital Project. Previously, he was CEO and Co-founder of TAYLR, a digital marketplace
for ethically manufactured clothing and accessories. He is originally from Berkeley,
California and currently lives in New York City. He is an avid cook and cyclist. He received
his BA from Case Western Reserve University, where he studied Art History, Political
Science, and Classics. He is recently engaged.
SHARADIYA DASGUPTA
STRATEGY & PARTNERSHIPS, GOOD CAPITAL PROJECT
Growing up in India, Sharadiya witnessed first-hand the impact of and opportunity for
substantially improving lives of those less privileged. She hopes to leverage her decade-
long experience in asset management and institutional banking in her current pursuit
– enabling capital movement towards segments that need it the most. She has an MBA
from Indian School of Business and an MPA with a focus on economic policy from
Columbia University. She is currently reading on the history of the rise of nationalism
and liberalism in Europe following the French Revolution. She lives in Manhattan.
ROBERT HAYNIE
PROJECT STRUCTURE & COLLABORATION, GOOD CAPITAL PROJECT
Robert is consulting the Good Capital Project on project structure and collaboration
efforts. He has more than 15 years of experience working with governments, companies,
entrepreneurs, foundations, and non-profit organizations building cross-sector
partnerships and stakeholder engagement campaigns. His expertise focuses on using
innovative, market-based approaches to drive social change and generate economic
prosperity for communities in need. Robert holds an MBA from Georgetown University
and is currently an adjunct professor with Georgetown’s Executive Master program in
Global Strategic Communication.
HOLLY SANDERSON SCHADE
FOUNDATIONS & INTERNATIONAL DEVELOPMENT, GOOD CAPITAL PROJECT
Holly is the Foundations and International Development Director for Good Capital
Project Design Lab. She is the former Executive Director of Princeton in Africa where
she was instrumental in transitioning the small non-profit into a thriving organization.
Holly has served on a number of non-profit boards and committees in the New York
and New Jersey area, including: The Crisis Ministry of Trenton, The Princeton Symphony
Orchestra, and The Princeton Junior School. Holly has been an active board member of
Planned Parenthood in New Jersey for over 13 years, most recently as Vice Chair of the
board and Chair of the development committee. She has extensive non-profit experience
in development work including capital campaigns, fundraising strategies, and event
planning. She lives in New York City.
TEAM | 85
TRANSPARENCY
TRANSPARENCY
@ SOCAP17
For the fifth year in a row, 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 this year.
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 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.
fortmason.org
SOCAP17 returns for the tenth 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.
88 | SOCAP17 CONFERENCE GUIDE
tripzero.com
For the second year, SOCAP has partnered with TripZero
to find great hotel rates for attendees, and also to offset
the carbon footprint of their trip! When you book your
accommodations through TripZero, they calculate
the carbon footprint created by your trip. Then, they
offset your footprint by funding reforestation and
renewable energy projects – at no charge to you. Last
year, TripZero offset more than 3,400 tonnes of CO2 to
erase the travel footprint of not just the attendees who
booked a hotel through the program, but everyone who
attended SOCAP16. That’s like eliminating the annual
emissions of 718 cars or erasing the impact of burning
3,628,123 pounds of coal. TripZero is a certified B Corp,
and has created a different kind of travel agency to help
protect the planet.
allpowerlabs.com
To provide carbon negative power for phone and laptop
charging, SOCAP is thrilled to partner again this year
with All Power Labs. As the global leader in small-scale
gasification, they make biomass gasifier generators
that solve for both energy access and climate change,
by turning organic waste into clean energy. Their
Power Pallet and Powertainer systems can be found in
dozens of countries around the world, and they support
research in more than 50 universities. They combine
the best usability features of diesel generators with the
clean running of typical renewables, while helping to
reverse climate change.
ASHBURY IMAGES & NEW DOOR VENTURES
ashburyimages.org & newdoor.org
We’re so consistently pleased with the quality and
impact of our SOCAP apparel that, once again this year,
SOCAP volunteers and staff are wearing t-shirts from
Ashbury Images. Ashbury Images rebuilds lives one shirt
at a time by providing paid employment, job training,
and supportive services to at-risk youth recovering
from poverty, substance abuse, and homelessness.
Ashbury Images is part of New Door Ventures, a youth
development social enterprise.
ACRE GOURMET
acregourmet.com
From the very beginning, Acre Gourmet has been a
signature SOCAP staple. We are all so nourished by
the integrity of this organization that shines through in
the exquisite buffets they create for us each year. Acre
Gourmet makes choices that support sustainability. Acre
sets an example by committing to their principles of
using local, organically-grown produce and humanely
raised meats; buying directly from local purveyors;
aiming for ‘zero waste’ by following sustainable
practices like full composting and recycling programs;
no use of pre-packaged, processed foods; using modern
energy-saving equipment and high temperature
dishwashers that cut down on the use of chlorine; using
the freshest, least-processed ingredients available and
whenever possible using organic products that are
naturally low in sugar and saturated fats. Acre’s menus
are consistently diverse, balanced, and exceed USDA
guidelines for nutrition.
THE TOWN KITCHEN
thetownkitchen.com
Receiving a SOCAP entrepreneur scholarship in 2016,
The Town Kitchen has continued their amazing growth
and we are thrilled to provide lunch on Friday from this
SOCAP alum startup social enterprise. The Town Kitchen
creates community through local food. They provide
fair wage jobs and employment training to Oakland
youth, and introduce them to talented chefs & startup
entrepreneurs so they have the skills and network to
pursue their future. Check out their seasonally-inspired
menus crafted by an award-winning Executive Chef
and sourced locally from a community of growers and
artisan bakers – and available for delivery five days a
week!
U.S. PURE WATER
uspurewater.com
We’re pleased again to offer delicious drinking water
to our attendees from U.S. Pure Water Corporation.
The full spectrum water treatment service and sales
company’s aim is to reduce plastic waste and the use
of fossil fuels in the delivery and production of plastic
bottles, by providing equipment that treats at the point-
of-use (POU) rather than at a treatment plant far away.
USPW converted SF City and County to POU systems,
and is helping to green events, preventing hundreds of
thousands of bottles from landing in the waste stream.
IMAGE 4
image4.com
Image 4 is providing the majority of the banners
you’ll see throughout our event this year. Image 4 is
the first Environmental Branding company to join the
USGBC (US Green Building Council). Their USGBC LEED
accredited staff are trained in the latest approaches to
project sustainability in the built environment. And they
measure and adjust their accomplishments through the
internationally-recognized Sustainability Management
System.
SAN FRANCISCO CONSERVATION CORPS
sfcc.org/recycling.html
All event waste at Fort Mason Center is managed by
the San Francisco Conservation Corps with an aim
toward landfill diversion and resource recovery. Each
year, SFCC tells us that SOCAP consistently receives the
highest rating and is one of the greenest events for the
City of San Francisco. SOCAP and SFCC couldn’t do it
without you!
TRANSPARENCY | 89
NOTES NOTES
VALUABLE PEOPLE WHO SHOULD
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I HAVE MET NEXT YEAR

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SOCAP18