Monday, October 13
| DAY ONE | |
| 11:00am | Registration opens |
| 1:00pm - 3:00pm | Sessions |
| 3:00pm - 3:30pm | Break |
| 3:30pm - 6:30pm | Sessions |
| 6:30pm - 8:00pm | Reception |
| Plenary Sessions > Fort Mason Conference Center: | |
| 1:00pm | Opening Address: Kevin Jones, Good Capital, Description Kevin Jones, Principal at Good Capital and Founder of SoCap08, kicks off the conference by laying out the landscape of the social capital market: who is here, why we're here and why it matters. Major underwriter of SoCap08, Harry Halloran of Halloran Philanthropies gives a welcome. |
| 5:00pm | Round Up: Kevin Jones, Good Capital, Description Kevin Jones of Good Capital recaps the day and provides a roadmap for the rest of the conference. |
| 5:10pm | Keynote Address: Asad Mahmood, Deutsche Bank, Description Mark Beam, from Xigi.net, will introduce Asad Mahmood who will speak about Social Investing: a global perspective on what's new and what's changing from a leading practitioner. |
| 5:45pm | Capital Networking: Connections Concierge Team, Description The assetmap.org assetmap.org Connections Concierge team will help SoCap08 participants to expand their networks to find new people and organizations with common interests and complimentary needs. These new relationships will also provide a context for the "Capital Collaboration" session facilitated by IDEO on Tuesday morning. |
| 6:30pm | Reception Opening: Herbst Pavilion, Description Tony Carr, Executive Director of Halloran Philanthropies, will open the reception with a welcome message. Following a brief introduction to the Social Capital Landscape you'll be invited to put yourself on the map. |
| 6:40pm - 8:00pm | Reception: Herbst Pavilion, Description Enjoy food and drinks while mingling with new friends. Sponsored by Halloran Philanthropies, whose is to create a healthy world community that promotes economic development and human dignity guided by ethical principles. |
| 101 Track > Golden Gate Room: | |
| 1:30pm | > Panel: Social Capital Markets 101
An introduction to the vehicles that enable you to make your money make good, evolving ways to look at impact and return, and the players who are making a difference in the emerging capital market. |
| 2:15pm | > Panel: Social Investing 101
A primer on how to make your money make an impact, choosing the right investments based on your goals, accelerating change, and measuring results. |
| 3:30pm | > Panel: Social Enterprise 101
How social entrepreneurs are finding new ways to use the market to make a positive impact on the world. Get the basics on how social enterprises work, grow and thrive. |
| 4:15pm | > Panel: Money & Meaning
Discover how investors are rethinking the meaning of money through new perspectives on investment, philanthropy and (most importantly) the overlaps between the two. |
| New Wealth Management Track > Marina Room: | |
| 1:30pm | > Panel: New Wealth Management
Clients demanding investment approaches that blend social impact and returns are creating challenges for wealth and investment managers across the world. Discover how leading wealth managers are meeting the demand, adding value, and driving results. |
| 2:15pm | > Panel: Mission-Related Investing
Foundations are beginning to put a portion of their foundation's corpus (the 95% of assets that are invested) into line with their overall purpose. Innovative foundations and analysts explain trends and movements. |
| 3:30pm | > Panel: Market Creators
The emerging social capital market requires a new support system to reduce friction, increase trust, and accelerate growth--from rating agencies to new legal structures to exchanges. Discover how the infrastructure's being built, and what is left to be done. |
| 4:15pm | > Panel: Democratic Capital
Power to the money of the people. From Uganda to India to the US to the Internet, learn about the emerging platforms that enable the "average" person to make an impact with their investment dollars. |
| Social Entrepreneur Track > Room 370C: | |
| 1:30pm | > Panel: Building a Business Plan
How to create a new type of business plan that's both a pragmatic roadmap to financial and social returns, AND a compelling, persuasive document for investors. |
| 2:15pm | > Panel: Pitching Your Organization
How to pitch investors, partners, and talent: getting into the minds of your audience; telling your story; communicating your difference and impact; and acing the close. |
| 3:30pm | > Panel: Building a Sustainable, Scalable Business
How to create a business with high impact that pays the bills, grows in size and impact, but doesn't require constant fundraising. |
| 4:15pm | > Panel: Learning From Serial Entrepreneurs
Tales from the trenches: real stories of how social entrepreneurs started, grew and scaled their businesses, overcame challenges, made money... and kept their sanity. |
Tuesday, October 14
| DAY TWO | |
| 7:00am | Registration opens |
| 8:30am - 1:00pm | Sessions |
| 1:00pm - 2:30pm | Lunch |
| 2:30pm - 6:30pm | Sessions |
| 6:30pm - 8:00pm | Reception |
| Plenary Sessions > Cowell Theater: | |
| 8:30am | Opening Address: Katherine Fulton, Monitor Group, Description Katherine Fulton, an expert on new philanthropy and social investing, takes a look ahead at the future of social capital markets. |
| 9:00am | Panel: Social Capital Markets Roundtable
Perspectives on social investing from innovators, leading practitioners and thought leaders from the worlds of finance, social enterprise, and journalism. |
| 10:00am | IDEO "Capital Collaboration," Description
Begin turning new contacts from Monday into deeper connections by building empathy with your potential partners, learning how to accelerate relationships, and boosting your collaboration IQ. |
| 5:00pm | Keynote: Matthew Bishop, The Economist, Description
Matthew Bishop of The Economist discusses the theory behind his new book Philanthrocapitalism: How The Rich Can Save The World and highlights the effective ways new philanthropists are working to solve the world's most intractable problems. |
| 5:30pm - 6:30pm | The Economist Debate Series,
Motion: This house believes you can maximize social returns by maximizing financial returns. Two voices for, two voices against. |
| Reception > Herbst Pavillion: | |
| 6:45pm | Retrospective, Description
Tim Freundlich, Founding Partner at Good Capital and Senior VP at Calvert Foundation, will introduce Calvert Social Funds' Founding Chair, Wayne Silby. His topic will be the social capital market, where it's come from, where it is now, where it's going from here. |
| 6:30pm - 8:00pm | Reception, Description
Enjoy food and drinks while mingling with new friends. Sponsored by GOOD Magazine to celebrate the launch of GOOD Business, the new semi-annual edition focusing on social enterprise and entrepreneurship, and by The Case Foundation. |
| Breakout > Cowell Theater: | |
| 11:00am | > Panel: Beyond Microfinance
Micro-loans were one of the first innovations to lifting people out of poverty. We look beyond MFI at new financial structures, technology, and services designed to help the people at bottom of the pyramid lift themselves. |
| 12:05pm | > Panel: New Private Equity Funds
There's a new breed of funds raising money from investors that blend social impact and financial return. Innovators discuss different strategies, challenges and opportunities. |
| 2:30pm | > Panel: Breaking Silos
The willingness to break down silos is the keystone of the new social capital movement. Learn how big, established players (from the UN Development Program to the Federal Reserve to a coalition of the largest US foundations) are coming together to make sense of the emerging social capital market and create a new kind of impact, from urban America to the developing world. |
| 3:35pm | > Panel: Funding Food Chain
As the social capital markets mature, there's a new food funding chain - from foundations to syndicates to investors' circles, to social funds - that (like the traditional venture capital system) fills the investment needs of social enterprises through all stages of growth, including listing on stock exchanges. |
| Breakout > Room 260C: | |
| 11:00am | > Panel: Design in the Developing World
It's not just consumers in advanced economies that can benefit from design. Truly great design can improve lives, create economic opportunity, and lift people out of poverty across the world. Leading practitioners and entrepreneurs discuss how design can make the difference. |
| 12:05pm | > Panel: Pitching In Action
Four leading nonprofit organizations will pitch their respective youth and media ventures. This session may be of particular interest to investors, funders, and entrepreneurs. |
| 2:30pm | > Panel: Big Brother or Big Investor?
The US federal government and several states are creating ways to make social enterprise and social investing the fuel for a new form of economic development. |
| 3:35pm | > Panel: Venture Philanthropy and International Government Investment
International development is collaborating with venture philanthropy and social venture funds from Africa to redefine development and create new ways of working. Learn from practitioners what's working... and what's not. |
| Breakout > Room 362C: | |
| 11:00am | > Panel: ICT for Development
Technology is a path out of poverty and the key accelerant of development. Social entrepreneurs discuss innovative approaches, key challenges, and opportunities for sustainability, scalability and growth. |
| 12:05pm | > Panel: Clean and Green
Entrepreneurs and investment professionals with clean investment experience discuss needs, opportunities, market trends, and how to maximize opportunity. |
| 2:30pm | > Panel: Capital Cohabitation
Dealmakers talk candidly about how they get grantors, development funders and equity partners to break down silos, collaborate, and make more money and more impact than if they'd gone it alone. |
| 3:35pm | > Case Study: AssetMap.org
Every project is a puzzle, and the pieces are the ideas, skills, materials, relationships and other assets that must be leveraged for success. Join Nathaniel Whittemore and Danny Moldovan of assetmap.org, the company behind the SoCap08 Connection Concierge program, to learn more about its platform, a pilot project in northern Uganda, and how organizing, visualizing, and sharing information about assets can improve your ability to get things done and enable sustainable social change. |
| Breakout > Room 205C: | |
| 11:00am | > Panel: Online Communities
Learn how Web 2.0 vehicles are effectively changing the landscape by creating new pathways for information flow, user participation and increased exposure for emerging change-makers. |
| 12:05pm | > Case Study: Ideablob
Darren Sudman, VP of Innovation at Advanta Bank Corp., helped launch Advanta's KivaB4B and ideablob initiatives. He welcomes three "blobbers" and aspiring social entrepreneurs in this interactive session to discuss the challenges and successes from the front lines of social entrepreneurism. |
| 2:30pm | > Panel: Unlocking Consumer Demand for Fair Trade
How do you affect consumer behavior and grow demand for Fair Trade? Fair trade leaders discuss their efforts to impact consumer awareness and accelerate growth against Fair Trade products. |
| 3:30pm | > Panel: Investing in Fair Trade
Fair Trade is fast becoming a play for investors. Entrepreneurs who’ve succeeded in gaining serious investor capital and experienced fair trade funders talk about why fair trade is becoming the next emerging sector of the social capital market. |
| Breakout > Room 210C: | |
| 11:00am | > Panel: New Funding Models for Nonprofit Social Ventures
As more investment dollars move into the for-profit social enterprise space, nonprofits are increasingly deploying their own earned income strategies. This session will examine up-and-coming nonprofit social venture funding models and discuss opportunities for a social market that combines the best of traditional for-profit and non-profit funding and support for social ventures. |
| 12:05pm | > Panel: Act Differently
Capital is a trailing indicator to a new way of thinking…from media to local currency to the founding of the AIDS Ride, this panel discusses what it took to get people to act and work differently, and the lessons for the future. |
| 2:30pm | > Panel: Social Enterprise in Nearly Failed States
ASocial enterprise is hard enough when you’re working in a stable economy and political system. But what if you don’t have even that? See what it took to bring back the cacao industry in Liberia after the civil war, and how relief and development money came together with debt and equity financing to make it happen. |
| 3:35pm (cont.) | > Panel: Social Enterprise in Nearly Failed States
ASocial enterprise is hard enough when you’re working in a stable economy and political system. But what if you don’t have even that? See what it took to bring back the cacao industry in Liberia after the civil war, and how relief and development money came together with debt and equity financing to make it happen. |
| Breakout > Room 370C: | |
| 12:05pm | > Panel: New Spin on Old World Development
Experienced international development private equity funds come together with new innovative funds to talk about what they've learned and what's working now. |
| 2:30pm | > Panel: New African Capital
Social investment isn't just for advanced economies. Social venture funds and angel investors started in Africa by Africans discuss their experiences, successes and challenges. |
| 3:35pm | > Panel: Successful IT Initiatives
A roundup of the best of what's working in partnering for successful IT initiatives in the developing world, key trends, and unmet needs. |
| Breakout > Room 190C: | |
| 12:05pm | > Case Study: Socialmarkets.org
SocialMarkets.org raises the visibility and liquidity of the enormous social capital being created all around us by providing a web-based market for non-profits, social entrepreneurs and those who invest in them. Using both the objectivity of performance data and the subjectivity of crowd sourcing, SocialMarkets.org helps direct monetary currency to where it can create the most social currency. |
| Breakout > Room 230C: | |
| 2:30pm | > Panel: Investing in Sustainable Social Enterprises
Join this panel to discover some very interesting investment opportunities – across a broad range of the risk/return/social return spectrum – and the powerful impact they can have in leveling the playing field for disadvantaged families and communities. Low income people deserve good business solutions and financial products, in addition to needed social services. |
| 3:35pm | > Panel: Aspen Network for Development Entrepreneurs
Learn about a platform to bring developing world funds together to agree on definitions, build infrastructure, share costs and set standards. The people pulling it together discuss what is happening and why it's needed. |
| Breakout > Room 235: | |
| 11:00am | > Panel: New Kind of Capital for New Kind of Company
As the current generation of successful social enterprises moves beyond the startup phase and starts to plan for future growth, it needs a new kind of capital designed to scale both social impact and financial value. Come find out what Good Capital, a social investment firm created by and for social entrepreneurs, and its portfolio companies have learned about how investors can most effectively put their money to work for good. |
| 12:05pm | > Panel: Sustainable Energy Investments for the Base of the Pyramid
According to some estimates, 1.5 billion people around the world have no access to electricity, two thirds of which live in India and Sub-Saharan Africa. A panel of international experts explores the trends, opportunities and challenges for providing sustainable energy investments to those at the base of the pyramid. |
| 2:30pm | > Panel: Innovative Ways to Invest, from Brazil to Kenya
Social capital being deployed in cutting edge ways by startup funds in Africa and South America. |
| 3:35pm | > Panel: Scaling U.S. Social Enterprise
For social enterprises to have a significant impact on poverty and wealth generation in the U.S. they must reach a much greater scale than we've seen before from the movement. This session will explore three distinct models that redefine our understanding of social enterprise. Panelists will share learnings from their current pursuits of innovative scalable models that balance social impact with financial sustainability. |
| Sponsored Sessions > Room 220C: | |
| 11:00am | > Panel: Village Enterprise Fund
The new flow of capital now available to entrepreneurs through microfinance and social investing is showing real promise to bring new economic strength in developing countries. However, deploying social capital in rural areas remains a challenge to those who want to invest in the rural poor. This session will discuss models for deploying capital and other resources in rural areas. |
| 12:05pm | > Panel: Investing in SME's in West Africa
You have heard about micro-finance: the next frontier is macro-finance, investing in SME's. WOW is in its third year working in West Africa developing a model to support and grow SME's. Come and hear about the WOW model and share your perspectives in an interactive working session. |
| 2:30pm | > Panel: A Convenient Truth
Meet social wealth investors blending impacts with returns to improve global participation in climate change science and innovations. Learn how social capitalists can accelerate global climate forecasting accuracy to save lives and strengthen ethical development policies around the world. |
| 3:35pm | > Pro Bono Net Networking Salon
Take a break with Pro Bono Net. Enjoy our refreshments, learn about what pro bono resources are available and network with Adam, Liz as well as your fellow investors and entrepreneurs. We will also provide a brief update on the exciting and innovative work Pro Bono Net is doing to more closely link law firms and legal aid organizations to maximize the impact of pro bono lawyers. |
| Breakout > Room 355C: | |
| 11:00am | > Panel: LivingCities.org
Living Cities believes that in order to address the challenges of revitalizing America's cities, capital from many types of investors will need to be pooled and deployed in new ways. As a collaboration among foundations and financial institutions, Living Cities has a 17-year track record of bringing together philanthropic, government and private sector resources to invest in improving education, enhancing neighborhoods, supporting health and wellness and supporting wealth-building efforts for low income urban communities. This session will focus on how social investors can put their dollars to work through new vehicles being created at the local and national level. |
| 12:05pm | > Social Investing in Independent News
Independent sources of news and information are vital for any functioning democracy. But how can independent media obtain the investment capital needed to survive and prosper in increasingly competitive environments? What are the unique strengths, from a mission and return perspective, that come from media infrastructure investments? Two organizations, Media Development Loan Fund and Public Radio Capital, describe why independent media is becoming a vital and successful social investment both in the US and across the globe. |
| 2:30pm | > Case Study: Entrepreneur Commons
Social Investment: Angels and VCs are not really addressing the financial needs of early stage entrepreneurs, and especially not for social entrepreneurs. From the social investor prospective the Angel and VC model (equity deals) is also not adapted. The Entrepreneur Commons™ is a not-for-profit for and by entrepreneurs dedicated to resolving these issues. The organization provides a platform hosting a social network of entrepreneurs, that promotes mentoring between entrepreneur-members and that manages an investment fund providing seed money through debt. |
| 3:35pm | > VolunteerMatch.org Investors' Briefing
VolunteerMatch.org is an award-winning online service strengthening communities across the country by making it easier for good people and good causes to connect. The leadership team is currently seeking growth capital to finance a $400 million expansion of its annual social impact and bridge its path to long-term sustainability. Please join us to learn more about this unique opportunity and explore its connections to your own interests and priorities. |
Wednesday, October 15
| DAY THREE - PARTICIPANT-LED SESSIONS | |
| 8:00am - 9:00am | Light Breakfast |
| 9;00am - 12:00pm | Sessions |
| 12:00pm - 1:00pm | Lunch |
| 1:00pm - 3:00pm | Sessions |
| 3:00pm - 4:00pm | Wrap-up |
| > Next Steps & Further Conversations |
What to Expect on Day Three:
Participant-led sessions that will help you:
- Take advantage of the assembled brains and means
- Pursue initiatives, test ideas, find partners
- Turn the first couple days' energy into action
SoCap08 has shaped up to be the most comprehensive convening of social venture funds from around the world; more people who are raising money from investors who are buying a mix of financial return along with social impact have gathered in one place at one time than ever before. This means the conversation in the halls are dynamic and can be valuable to everyone who wants to see money intersect with meaning.
At most conferences, those conversations have to take place in the hallway between sessions. We have devoted a day to those potential partnership discussions. Jerry Michalski, a world-class facilitator, will lead the further conversations you want to have on topics that matter to you.
At SoCap08 Wednesday is the day to those potential partnership discussions, the further discussions you want to have on topics that matter to you. It's time to get to know people who care about what you care about, who are working on projects like the ones you are working on that you might not have known.
It's a time for the experts to talk together but it's also a time to discover the unknown experts in the community, the people who might have an answer or know who to refer you to if you’re working on issues from supply chain security in Sub-saharan Africa to new legal structures that enable American businesses to make sure all stakeholders are included.
It's a time to explore new ideas, to pursue new initiatives, to find new potential partners, to carry the discussion into next steps. It's a time and a place for the people who want to change the world to get things done together. It will be led by world class facilitators, but the value is created by the attendees, not the experts up on the podiums. A day for next steps, and further conversations, because the people you know you need to talk to are all in one place.
For a list of committed speakers, click here.
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The event schedule will be updated as information is available and is subject to change without notice.