Outcomes, Tech, Arts, & More
Below, we've highlighted sessions related to a variety of themes at SOCAP19, including many sessions featuring MIE members. Sessions are also still evolving: visit the SOCAP session guide for the latest details closer to the conference date.
| Session Guide |
Sectors In Focus
Financing a Future that Works: Lessons from Innovations in Education Finance
- , Southside Theater
If we are to be living and working longer, with jobs transformed by automation, our skill development processes must be modernized. New market-based funding models, such as impact investing and income share agreements, are emerging to facilitate the necessary design, scale, and student participation. In this session, panelists will discuss the innovations necessary from a variety of public and private sector players to finance a future that works.
Tonio DeSorrento, Vemo Education
Maria Flynn, Jobs For The Future
Isabelle Hau, Omidyar Network
Brittany Stich, Guild Education
Maria Flynn, Jobs For The Future
Isabelle Hau, Omidyar Network
Brittany Stich, Guild Education
Can Happy Water Investors and Happy Rivers Co-exist in the American Southwest?
10:00 AM - 11:15 AM, Wed, Oct 23, 2019, C 230
There is no shortage of water investors in the American Southwest, but there are only a few existing examples of impact investments that directly help rivers and streams. How can environmental philanthropy encourage investing that actually helps? This session will present lessons learned about how – and where – impact investing that could help southwestern rivers is possible. Using case studies, we will discuss what failed and why, along with approaches that are working and under development.
There is no shortage of water investors in the American Southwest, but there are only a few existing examples of impact investments that directly help rivers and streams. How can environmental philanthropy encourage investing that actually helps? This session will present lessons learned about how – and where – impact investing that could help southwestern rivers is possible. Using case studies, we will discuss what failed and why, along with approaches that are working and under development.
Ricardo Bayon, Encourage Capital
Peter Culp, Culp & Kelly LLP
Jill Ozarski, Walton Family Foundation
Peter Culp, Culp & Kelly LLP
Jill Ozarski, Walton Family Foundation
Gender Lens Investment in Agriculture
1:00 PM - 2:15 PM, Wed, Oct 23, 2019, C 210
Women entrepreneurs are critical to the economic development of agricultural markets around the world, but do not receive the resources, funding, and support needed to scale. This is in part a reflection of gender biases in early-stage investment, but what can investors do to address this? Come and learn about options that investors could adopt to reduce gender bias in the agricultural investment pipeline, including alternative capital structures, gender lens impact toolkits, and acceleration services.
Diane Isenberg, Ceniarth, LLC
Heather Matranga, Village Capital
Lisa Willems, AlphaMundi Group
Women entrepreneurs are critical to the economic development of agricultural markets around the world, but do not receive the resources, funding, and support needed to scale. This is in part a reflection of gender biases in early-stage investment, but what can investors do to address this? Come and learn about options that investors could adopt to reduce gender bias in the agricultural investment pipeline, including alternative capital structures, gender lens impact toolkits, and acceleration services.
Diane Isenberg, Ceniarth, LLC
Heather Matranga, Village Capital
Lisa Willems, AlphaMundi Group
Corporations
Corporate Financial Innovation and Impact Investing: Direct investing, Supply Chain, and Accelerators
- , , BATS! Theater
Increasingly large corporations are becoming impact investors. Whether you work at a corporate foundation or manage a corporate social responsibility program, marketing department, and/or innovation team, this session is designed for you to learn by doing. Through this, you will better understand all available opportunities that can empower you to do well by doing good, simultaneously increasing revenue, decreasing costs, improving brand, and reducing risk. We will cover impact investing strategy, process, governance, and investment efficiency through a new framework for evaluating both philanthropy and investing. The learning format uses a case method, leveraging examples of successful impact investing strategies deployed by a diverse range of corporations, including: Patagonia Tin Shed Ventures Internal Fund, Clif Bar White Road Investments External Fund, Closed Loop Fund and Closed Loop Ventures Commingled Funds, Starbucks’ use of a green bond to upgrade its supply chain, TechSoup’s Direct Public Offering, and Wells Fargo’s and Nike Foundation’s use of an accelerator.
Dr. Stephanie Gripne, Impact Finance Center, CO Impact Days and Impact Investing Institute
Erika Murdock Balbuena, Amazon Web Services
Claudine Emeott, Salesforce
Ryan Macpherson, Autodesk Foundation
Ken Tsunoda, TechSoup
Increasingly large corporations are becoming impact investors. Whether you work at a corporate foundation or manage a corporate social responsibility program, marketing department, and/or innovation team, this session is designed for you to learn by doing. Through this, you will better understand all available opportunities that can empower you to do well by doing good, simultaneously increasing revenue, decreasing costs, improving brand, and reducing risk. We will cover impact investing strategy, process, governance, and investment efficiency through a new framework for evaluating both philanthropy and investing. The learning format uses a case method, leveraging examples of successful impact investing strategies deployed by a diverse range of corporations, including: Patagonia Tin Shed Ventures Internal Fund, Clif Bar White Road Investments External Fund, Closed Loop Fund and Closed Loop Ventures Commingled Funds, Starbucks’ use of a green bond to upgrade its supply chain, TechSoup’s Direct Public Offering, and Wells Fargo’s and Nike Foundation’s use of an accelerator.
Dr. Stephanie Gripne, Impact Finance Center, CO Impact Days and Impact Investing Institute
Erika Murdock Balbuena, Amazon Web Services
Claudine Emeott, Salesforce
Ryan Macpherson, Autodesk Foundation
Ken Tsunoda, TechSoup
Outcomes-Based Financing
Pay for Success 2.0: The Next Generation of Outcomes-Based Funding
12:15 PM - 1:15 PM, Wed, Oct 23, 2019, Southside Theater
While early signs of the Pay for Success financing model were promising, a number of obstacles have emerged and prevented widespread uptake. These challenges include overly rigid deal structures, insufficient consideration of government contracting and non-profit operating realities, and lack of a strong infrastructure centered on outcomes. Come hear from social innovators who, through improved contracting, performance management, research, and payment structures, are advancing the next generation of outcomes-based funding.
Ian Galloway, Federal Reserve Bank of San Francisco
Sindhu Lakshmanan, Living Cities
Roger Low, America Forward at New Profit
Sara Peters, MPP, Project Evident
Angeli Weller, PhD, Weller Worldwide
While early signs of the Pay for Success financing model were promising, a number of obstacles have emerged and prevented widespread uptake. These challenges include overly rigid deal structures, insufficient consideration of government contracting and non-profit operating realities, and lack of a strong infrastructure centered on outcomes. Come hear from social innovators who, through improved contracting, performance management, research, and payment structures, are advancing the next generation of outcomes-based funding.
Ian Galloway, Federal Reserve Bank of San Francisco
Sindhu Lakshmanan, Living Cities
Roger Low, America Forward at New Profit
Sara Peters, MPP, Project Evident
Angeli Weller, PhD, Weller Worldwide
Moving Beyond the Hype: What Works in Results-Based Finance for Health Outcomes
2:30 PM - 3:45 PM, Wed, Oct 23, 2019, C 210
Results-based financing (RBF) is becoming increasingly popular in the health arena. However, strong criticisms have been raised about these instruments, including that they are overly complex and increase transaction costs. To date, only a handful of projects have been attempted, but these have provided some interesting lessons. This session will candidly debate various results-based finance instruments, examine what has and hasn’t worked to date, and explore priorities moving forward.
Dianne Calvi, Village Enterprise
Kusi Hornberger, Dalberg
Omer Imtiazuddin, USAID
Jake Segal, Social Finance
Results-based financing (RBF) is becoming increasingly popular in the health arena. However, strong criticisms have been raised about these instruments, including that they are overly complex and increase transaction costs. To date, only a handful of projects have been attempted, but these have provided some interesting lessons. This session will candidly debate various results-based finance instruments, examine what has and hasn’t worked to date, and explore priorities moving forward.
Dianne Calvi, Village Enterprise
Kusi Hornberger, Dalberg
Omer Imtiazuddin, USAID
Jake Segal, Social Finance
Divide, Conquer and Collaborate: The Case for Cross-Sectoral Outcomes-Based Funding
1:30 PM - 2:30 PM, Thu, Oct 24, 2019, Gallery 308
The way we find, train, and retain talent is rapidly evolving, yet we know little about which programs and practices are effective. This is the allure of outcomes-based funding: paying only for things that work. This panel will discuss an interlocking set of tools, from Social Impact Bonds (governments paying for achievement of policy goals), to Career Impact Bonds (learners paying for increased earnings) to Employer Impact Bonds (companies paying for better retention and advancement).
Stuart Andreason, PhD, Federal Reserve Bank of Atlanta
Jake Edwards, Social Finance
Isabelle Hau, Omidyar Network
Sarah Keh, Prudential Financial
Justin Steele, Google.org
The way we find, train, and retain talent is rapidly evolving, yet we know little about which programs and practices are effective. This is the allure of outcomes-based funding: paying only for things that work. This panel will discuss an interlocking set of tools, from Social Impact Bonds (governments paying for achievement of policy goals), to Career Impact Bonds (learners paying for increased earnings) to Employer Impact Bonds (companies paying for better retention and advancement).
Stuart Andreason, PhD, Federal Reserve Bank of Atlanta
Jake Edwards, Social Finance
Isabelle Hau, Omidyar Network
Sarah Keh, Prudential Financial
Justin Steele, Google.org
Arts & culture
The Next Big Thing? A Thousand Little Things: Arts, Culture, and Sustainable Economies
1:30 PM - 2:30 PM, Wed, Oct 23, 2019, SFMOMA Artists Gallery
Nature’s ecosystem services, such as breathable air, clean water, wildlife and aquatic life, are the direct and indirect contributions of ecosystems to support human’s quality of life. These services are being assigned monetary value in the trillions per year. This fascinating discussion will focus on how arts and culture are playing an increasing role in strategies and transitions that are moving from extraction to regeneration.
Nature’s ecosystem services, such as breathable air, clean water, wildlife and aquatic life, are the direct and indirect contributions of ecosystems to support human’s quality of life. These services are being assigned monetary value in the trillions per year. This fascinating discussion will focus on how arts and culture are playing an increasing role in strategies and transitions that are moving from extraction to regeneration.
Aviva Kapust, The Village of Arts and Humanities
Tatewin Means, Thunder Valley CDC
F. Javier Torres, Surdna Foundation
Kaiton Williams, Impact America Fund
Tatewin Means, Thunder Valley CDC
F. Javier Torres, Surdna Foundation
Kaiton Williams, Impact America Fund
Saying No to Opioid Money is Not Enough: bringing $60 billion of arts organization endowments off the sidelines for impact investing.
Thurs Oct 24 , 2:45pm, Gallery 308
Museums have been in the news recently for declining donations tainted by opioids and tobacco, but no one is asking how U.S. arts organizations are investing their $60 billion in endowments. Libraries, museums, and performing arts organizations often anchor low income communities and many artists are warriors for social justice, so how can we get these endowed arts organizations off the sidelines and into impact investing?
Tom Campbell, Fine Arts Museums of San Francisco
Max Anderson, Souls Grown Deep Foundation)
Ravi Rajan, California Insitute of the Arts
Philippe Gaboriau, Louvre Fund
Laura Callanan, Upstart Co-Lab
Justina Lai, Wetherby Asset Management
Tom Campbell, Fine Arts Museums of San Francisco
Max Anderson, Souls Grown Deep Foundation)
Ravi Rajan, California Insitute of the Arts
Philippe Gaboriau, Louvre Fund
Laura Callanan, Upstart Co-Lab
Justina Lai, Wetherby Asset Management
Technology
Investing in Workforce Tech Without Losing Your Shirt
2:45 PM - 3:45 PM, Wed, Oct 23, 2019, Gallery 308
We’re entering a new era of innovation to ensure workers thrive in the age of automation. But as startups hustle to solve critical workforce issues, both tech entrepreneurs and investors are grappling with the role of philanthropy and impact investing to seed and scale the best ideas. We’ll explore the frontier of workforce tech, and debate the role different capital sources can play in jumpstarting successful worker-centric technologies and business models.
Amon Anderson, Acumen
Elizabeth Garlow, Lumina Impact Ventures - Lumina Foundation
Sonali Kothari, JFFLabs
Jason Palmer, New Markets Venture Partners
Jean Shia, Autodesk Foundation
We’re entering a new era of innovation to ensure workers thrive in the age of automation. But as startups hustle to solve critical workforce issues, both tech entrepreneurs and investors are grappling with the role of philanthropy and impact investing to seed and scale the best ideas. We’ll explore the frontier of workforce tech, and debate the role different capital sources can play in jumpstarting successful worker-centric technologies and business models.
Amon Anderson, Acumen
Elizabeth Garlow, Lumina Impact Ventures - Lumina Foundation
Sonali Kothari, JFFLabs
Jason Palmer, New Markets Venture Partners
Jean Shia, Autodesk Foundation
Evolving Labor Market Models for the Future of Work
8:30 AM - 9:45 AM, Thu, Oct 24, 2019, C 210
The future of work is being shaped by both technological disruption and shifts in societal preferences. People and organizations will need to mitigate against the negative effects of disruption, especially for underskilled populations. This panel will discuss evolving labor market models, which are moving to close the enormous supply/demand gap between jobs and qualified workers. We’ll also cover what needs to change in our current conception, definition, and implementation of education to meet future job requirements.
Kerri Briggs, Ph.D., Cicero Social Impact
Geoff Davis, Cicero Impact Capital
Sarah Keh, Prudential Financial
The future of work is being shaped by both technological disruption and shifts in societal preferences. People and organizations will need to mitigate against the negative effects of disruption, especially for underskilled populations. This panel will discuss evolving labor market models, which are moving to close the enormous supply/demand gap between jobs and qualified workers. We’ll also cover what needs to change in our current conception, definition, and implementation of education to meet future job requirements.
Kerri Briggs, Ph.D., Cicero Social Impact
Geoff Davis, Cicero Impact Capital
Sarah Keh, Prudential Financial
Tech's Turn to Impact
8:30 AM - 9:45 AM, Thu, Oct 24, 2019, Cowell Theater Mainstage
Impact investors have long backed tech-powered solutions. Now, mainstream tech venture capitalists increasingly are targeting global social and environmental challenges as they search for world-positive companies and “impact alpha.” Tech’s turn toward impact has the potential to unlock exponential solutions, but raises new issues about accountability, community engagement, and unintended consequences. We’ll explore the opportunities, deals, and dangers.
David Bank, ImpactAlpha
Seth Bannon, Fifty Years
Maryanna Saenko, Future Ventures
& More
A Global Movement that Matters to Millions
- , , Cowell Theater Mainstage
It will take collaboration from all of us, bravely exploring ideas and solutions, to solve the world’s toughest problems. Represented on stage and in the audience are efforts that are reaching millions and addressing complex systems like feeding 10 billion people by 2050 and pursuing equity and justice for all. Inspiring announcements and updates from across issue areas and geographies will kickstart the convening of this global ecosystem and marketplace.
Andrew Brower, W.K. Kellogg Foundation
Sara Farley, The Rockefeller Foundation
Tom Ferguson, Imagine H2O
Nicholas Glicher, Thomson Reuters Foundation
Marcos Gonzalez, VamosVentures Social Impact Fund
Anna Lappé, Panta Rhea Foundation
Raul Pomares, Sonen Capital
Rod Robinson, Connxus, Inc.
Manoj Sinha, Husk Power Systems
Roy Steiner, Rockefeller Foundation
Sara Farley, The Rockefeller Foundation
Tom Ferguson, Imagine H2O
Nicholas Glicher, Thomson Reuters Foundation
Marcos Gonzalez, VamosVentures Social Impact Fund
Anna Lappé, Panta Rhea Foundation
Raul Pomares, Sonen Capital
Rod Robinson, Connxus, Inc.
Manoj Sinha, Husk Power Systems
Roy Steiner, Rockefeller Foundation
Anchors Aweigh: How & Why Anchor LPs Help Impact Fund Managers Get Started
- , , Cowell Theater Mainstage
Who are today’s “impact anchors” and what is their role in the impact ecosystem? This panel brings together anchor LPs and impact fund managers to dive into this question from both the investor and investee perspective. Panelists will explore the responsibility of anchor investors to get fund managers into business, the risks they are and aren’t willing to take, and the creative ways they can shape the playbook for the next generation of anchor LPs.
Tony Berkley, Prudential
Kesha Cash, Impact America Fund
Shawn Cole, Harvard Business School
Shuaib Siddiqui, Surdna Foundation
Marieke Spence, Impact Capital Managers
Kesha Cash, Impact America Fund
Shawn Cole, Harvard Business School
Shuaib Siddiqui, Surdna Foundation
Marieke Spence, Impact Capital Managers
The Future of Capitalism
9:45 AM - 10:45 PM, Thu, Oct 24, 2019, Cowell Theater Mainstage
From climate change to gun violence, from rising populism to millennial activism - corporations, investors, and capitalists of every stripe are being asked to account for the role of capital in the global social order. But are we at an inflection point or a breaking point? Panelists will discuss how impact investing will reshape our political economy, and what this means for investors, asset managers, businesses, entrepreneurs, and citizens around the world.
Andrea Armeni, Transform Finance
Fran Seegull, U.S. Impact Investing Alliance
Shuaib Siddiqui, Surdna Foundation
From climate change to gun violence, from rising populism to millennial activism - corporations, investors, and capitalists of every stripe are being asked to account for the role of capital in the global social order. But are we at an inflection point or a breaking point? Panelists will discuss how impact investing will reshape our political economy, and what this means for investors, asset managers, businesses, entrepreneurs, and citizens around the world.
Andrea Armeni, Transform Finance
Fran Seegull, U.S. Impact Investing Alliance
Shuaib Siddiqui, Surdna Foundation
The Missing Middle in the LDCs: How to Fill A Persistent Funding Gap
10:00 AM - 11:15 AM, Wed, Oct 23, 2019, C 205
Small and midsize enterprises (SMEs) in Least Developed Countries (LDCs) - many led by women - are chronically unable to secure startup or growth capital from local banks. Yet, local SMEs are engines of growth that can create jobs, build dynamic economies, and provide a path out of poverty for millions. Leaders from the impact investment and economic development space will share ideas for how to fill this funding gap in order to advance verifiable development impact in LDCs.
Small and midsize enterprises (SMEs) in Least Developed Countries (LDCs) - many led by women - are chronically unable to secure startup or growth capital from local banks. Yet, local SMEs are engines of growth that can create jobs, build dynamic economies, and provide a path out of poverty for millions. Leaders from the impact investment and economic development space will share ideas for how to fill this funding gap in order to advance verifiable development impact in LDCs.
Pierre Berard, MCE Social Capital
Emilie Debled, Investisseurs & Partenaires-I&P
Richard Greenberg, OPIC
Emilie Debled, Investisseurs & Partenaires-I&P
Richard Greenberg, OPIC
Democratizing Impact Investing… One Financial Advisor at a Time
11:00 AM - 12:00 PM, Wed, Oct 23, 2019, Cowell Theater Mainstage
Financial advisors play a key role in democratizing impact investing for the retail market. “Mass affluent” clients account for the majority of the $25 trillion in U.S. professionally managed assets, and these clients are supported by an army of over 310,000 advisors. This panel will explore the ways in which large institutions and new tech-based entrants are upping their game to provide advisors with impact investing access and education as never before.
Christina Leijonhufvud, Tideline
Joshua Levin, OpenInvest
Rehana Nathoo, Spectrum Impact
Financial advisors play a key role in democratizing impact investing for the retail market. “Mass affluent” clients account for the majority of the $25 trillion in U.S. professionally managed assets, and these clients are supported by an army of over 310,000 advisors. This panel will explore the ways in which large institutions and new tech-based entrants are upping their game to provide advisors with impact investing access and education as never before.
Christina Leijonhufvud, Tideline
Joshua Levin, OpenInvest
Rehana Nathoo, Spectrum Impact
When Winners (Don't) Take All: Narratives and Tools for Economic Mobility
11:00 AM - 12:00 PM, Wed, Oct 23, 2019, Southside Theater
Issues like growing inequality and the extreme effects of climate change suggest that our economic system is failing. We’ll look at the history and limits of the current paradigm and hear from leaders who have combined the best of the public, private, and people sectors to address disparities. Panelists will discuss income share agreements, alternative ownership models, investing for racial equity, and more. Together, we can forge a new economic narrative to reshape our future.
Issues like growing inequality and the extreme effects of climate change suggest that our economic system is failing. We’ll look at the history and limits of the current paradigm and hear from leaders who have combined the best of the public, private, and people sectors to address disparities. Panelists will discuss income share agreements, alternative ownership models, investing for racial equity, and more. Together, we can forge a new economic narrative to reshape our future.
Joelle Gamble, Omidyar Network
Brinda Ganguly, Living Cities
Brendan Martin, The Working World, Inc.
Carol Tan, New York City Economic Development Corporation
Brinda Ganguly, Living Cities
Brendan Martin, The Working World, Inc.
Carol Tan, New York City Economic Development Corporation
Innovative Lending to Catalyze Employment Enterprises
8:30 AM - 9:30 AM, Thu, Oct 24, 2019, Firehouse
Employment social enterprises (ESE’s) are revenue-generating businesses that employ, train and support people striving to overcome serious employment barriers. Like any business, ESE’s need flexible capital to grow. Traditional lenders and even impact investors haven’t caught up with the potential so new models are emerging to deliver the capital and advisory services needed to accelerate the movement. Join innovative lenders to learn why ESE is a smart investment, and what other investors can do to get involved.
Sindhu Lakshmanan, Living Cities
Emilie Linick, REDF Impact Investing Fund
Reed Mayfield, RSF Social Finance
Employment social enterprises (ESE’s) are revenue-generating businesses that employ, train and support people striving to overcome serious employment barriers. Like any business, ESE’s need flexible capital to grow. Traditional lenders and even impact investors haven’t caught up with the potential so new models are emerging to deliver the capital and advisory services needed to accelerate the movement. Join innovative lenders to learn why ESE is a smart investment, and what other investors can do to get involved.
Sindhu Lakshmanan, Living Cities
Emilie Linick, REDF Impact Investing Fund
Reed Mayfield, RSF Social Finance
The Business Case for Gender Lens Investing: Calibrating Investor and Entrepreneur Expectations
8:30 AM - 9:45 AM, Thu, Oct 24, 2019, Gallery Tent
The business case for bringing a gender lens to investing has been established. Entrepreneurs and investors understand that empowering women and ensuring gender equity leads to improved business performance. However, putting this into practice can be challenging and costly for entrepreneurs, not always equipped with the tools, skills and resources needed to make changes to their businesses. Should the impact investing sector pioneer these practices into mainstream investing? Examples of companies and best practices included.
Nicole Etchart, NESsT
Katie Naeve, Root Capital
Jessica Villanueva, MEDA
Yasmina Zaidman, Acumen
The business case for bringing a gender lens to investing has been established. Entrepreneurs and investors understand that empowering women and ensuring gender equity leads to improved business performance. However, putting this into practice can be challenging and costly for entrepreneurs, not always equipped with the tools, skills and resources needed to make changes to their businesses. Should the impact investing sector pioneer these practices into mainstream investing? Examples of companies and best practices included.
Nicole Etchart, NESsT
Katie Naeve, Root Capital
Jessica Villanueva, MEDA
Yasmina Zaidman, Acumen
Deconstructing Impact Jargon: A Workshop on Social Enterprise Legal Structure
10:00 AM - 11:15 PM, Thu, Oct 24, 2019, Gallery Tent
This workshop will provide an overview of the various social enterprise legal structures available to entrepreneurs and investors. Panelists will explore why corporate form matters for mission-driven organizations and how legal structure can be a tool to embed impact into deals through several diverse case studies.
Aviva Aminova, Omidyar Network
This workshop will provide an overview of the various social enterprise legal structures available to entrepreneurs and investors. Panelists will explore why corporate form matters for mission-driven organizations and how legal structure can be a tool to embed impact into deals through several diverse case studies.
Aviva Aminova, Omidyar Network
Jennifer Barnette, Cooley LLP
Joel Beck-Coon, Humanity United
Sushil Jacob, Lawyers' Committee for Civil Rights
Walking a Mile in Their Shoes: An Experiential Networking Game Around Financial Inclusion and Resource Access
11:30 AM - 12:45 PM, Thu, Oct 24, 2019, Gallery Tent
This session will explore the themes of inequality, privilege, and financial exclusion through an interactive networking game of working together and trading resources. We’ll explain the rules and set everyone loose for 20-minutes of fast-paced action. Afterwards, we’ll debrief and discuss our shared experience. Join us for this fun and engaging session where you’ll make new friends and learn something as well! (Note: please arrive within the first five minutes to participate)
This session will explore the themes of inequality, privilege, and financial exclusion through an interactive networking game of working together and trading resources. We’ll explain the rules and set everyone loose for 20-minutes of fast-paced action. Afterwards, we’ll debrief and discuss our shared experience. Join us for this fun and engaging session where you’ll make new friends and learn something as well! (Note: please arrive within the first five minutes to participate)
Danielle Burns, MBA, AIF, CNote
Becca Shepherd, Tides
Becca Shepherd, Tides
Within Reach: New Vehicles that Bridge Philanthropy and Impact Investing
2:45 PM - 3:45 PM, Thu, Oct 24, 2019, SFMOMA Artists Gallery
The most cutting-edge foundations are making headlines with billion-dollar impact investing commitments, yet these commitments often represent less than 1% of their assets. What is keeping them from investing more across their charitable portfolios and endowments? For many, impact investing requires new skills, involves taking uncomfortable risk, and raises internal confusion. This session examines intermediary-based approaches and partnerships that leverage outsourced investment capacity, maintain charitable compliance, and foster collaboration to bring impact investing within reach.
The most cutting-edge foundations are making headlines with billion-dollar impact investing commitments, yet these commitments often represent less than 1% of their assets. What is keeping them from investing more across their charitable portfolios and endowments? For many, impact investing requires new skills, involves taking uncomfortable risk, and raises internal confusion. This session examines intermediary-based approaches and partnerships that leverage outsourced investment capacity, maintain charitable compliance, and foster collaboration to bring impact investing within reach.
Alejandra Castillo, YWCA USA
Kate McAdams, Arabella Advisors
William Towns, Ph.D, MBA, Benefit Chicago
Jeffrey Usher, Kansas Health Foundation
Stakeholders to Investors: The New Funding Model for NGOs and Social Enterprises
2:45 PM - 3:45 PM, Thu, Oct 24, 2019, SFAI Seminar 2
Learn how the global nonprofit social enterprise, TechSoup, flipped its funding model to raise capital, deepen community engagement, and grow revenue. TechSoup is the first SEC-qualified nonprofit to raise funds nationally through a Reg A+/Tier 2 offering. Using several investment vehicles, including a Direct Public Offering (DPO), they raised $8 million of growth capital in less than a year. A must-see session for nonprofits and social entrepreneurs seeking new capital-raising strategies.
Learn how the global nonprofit social enterprise, TechSoup, flipped its funding model to raise capital, deepen community engagement, and grow revenue. TechSoup is the first SEC-qualified nonprofit to raise funds nationally through a Reg A+/Tier 2 offering. Using several investment vehicles, including a Direct Public Offering (DPO), they raised $8 million of growth capital in less than a year. A must-see session for nonprofits and social entrepreneurs seeking new capital-raising strategies.
Jessamine Chin, VMware
John Katovich, Cutting Edge Counsel
Rebecca Masisak, TechSoup
Kayley McSprint, Microsoft
