AGENDA

REGISTRATION OPENS

7:30 AM

Networking BREAKFAST

8:00 AM

9:00 AM

 

Plenary Session

Welcome to the Good Capital Project

ROBERT J. CARUSO Chairman, SOCAP Group

ROBERT J. CARUSO
Chairman, SOCAP Group

LINDSAY SMALLING Producer and Curator, SOCAP Group

LINDSAY SMALLING
Producer and Curator, SOCAP Group

ROSA LEE HARDEN Executive Producer, SOCAP Group

ROSA LEE HARDEN
Executive Producer, SOCAP Group

KEVIN JONES Founder & Convener, SOCAP Group

KEVIN JONES
Founder & Convener, SOCAP Group

JOHN MORRIS Managing Partner, SOCAP Group

JOHN MORRIS
Managing Partner, SOCAP Group

 

Introducing the series

A conversation to set the stage for our work together.

KEVIN JONES Founder & Convener, SOCAP Group  

KEVIN JONES
Founder & Convener, SOCAP Group
 

RODNEY FOXWORTH Founder & CEO, Invested Impact

RODNEY FOXWORTH
Founder & CEO, Invested Impact

JED EMERSON Co-author of Impact Investing and Founder of Blended Value Group

JED EMERSON
Co-author of Impact Investing and Founder of Blended Value Group

CATHY CLARK Director, Case i3 Initiative on Impact Investing, Fuqua School of Business (Duke University)

CATHY CLARK
Director, Case i3 Initiative on Impact Investing, Fuqua School of Business (Duke University)

DEVAL PATRICK Managing Director, Bain Capital Double Impact; former Governor of Massachusetts

DEVAL PATRICK
Managing Director, Bain Capital Double Impact; former Governor of Massachusetts

 

GOOD CAPITAL INSIGHTS

Key players in the impact space share the view from their corner of the impact investing world. 

JACOB HAAR Managing Partner, Community Investment Management, LLC

JACOB HAAR
Managing Partner, Community Investment Management, LLC

MATT ONEK CEO, Mission Investors Exchange

MATT ONEK
CEO, Mission Investors Exchange

WILLIAM ORUM Partner and Managing Director, Capricorn Investment Group 

WILLIAM ORUM
Partner and Managing Director, Capricorn Investment Group 

BONNY MOELLENBROCK Executive Director, Investors Circle

BONNY MOELLENBROCK
Executive Director, Investors Circle

TOM MITCHELL Managing Director, Cambridge Associates

TOM MITCHELL
Managing Director, Cambridge Associates

 
 

Introduction to the Six Grand Challenges

Participants will choose one of these grand challenges, and dive deeper into the issues below with help of category experts.

CHERYL HELLER Founder, CommonWise

CHERYL HELLER
Founder, CommonWise

 

Morning Networking Break

11:00 AM

"Grand Challenges" Design Series

11:30 AM

 

CREATING SHARED UNDERSTANDING 

How can we better explain the importance and necessity of such investments? How can we map the impact investing ecosystem, and the processes we currently use, in order to improve and streamline them? How do we develop better educational tools to educate and inspire those who seek additional knowledge?

Erika Karp CEO, Cornerstone Capital Group

Erika Karp
CEO, Cornerstone Capital Group

Abigail Noble CEO, The ImPact

Abigail Noble
CEO, The ImPact

Katrina Ngo Membership Manager, The GIIN 

Katrina Ngo
Membership Manager, The GIIN 

Martin Whittaker CEO, Just Capital

Martin Whittaker
CEO, Just Capital

Bonny Moellenbrock Executive Director, Investors Circle

Bonny Moellenbrock
Executive Director, Investors Circle

 

Investable Solutions

Understanding the risk return spectrum of impact investment opportunities is extremely important. While, there is much recent focus on “market-based” returns, we cannot lose sight that there must also be room for the deeply intentional investments that are not profit maximizing. Investable Solutions will provide clarity between investment opportunities that are and are not concessionary. This track will address some of the following questions: Which sectors are ready for market rate returns and where are subsidies needed to catalyze the market? What can we learn from what’s working already, and what’s starting to work?

Lisa Hagerman Ph.D., Director of Programs, DBL Partners

Lisa Hagerman
Ph.D., Director of Programs, DBL Partners

Sherryl Kuhlman Managing Director, Wharton Social Impact Initiative at the University of Pennsylvania

Sherryl Kuhlman
Managing Director, Wharton Social Impact Initiative at the University of Pennsylvania

Lori Scott Senior Underwriter, Impact Investments, MacArthur Foundation

Lori Scott
Senior Underwriter, Impact Investments, MacArthur Foundation

Alexis Bonnell Chief of Applied Innovation, USAID          

Alexis Bonnell
Chief of Applied Innovation, USAID          

Colleen Briggs Executive Director of Community Innovation, JPMorgan Chase

Colleen Briggs
Executive Director of Community Innovation, JPMorgan Chase

 

Enabling the entrepreneur

Innovation is the engine that drives change, spurs growth, creates social impact and jobs, and propagates new ways of thinking. Entrepreneurs are the ones that launch the disruptive innovations that scale, but the impact landscape is inefficient and fragmented, with a conflicting mix of investor demands. Now, tools and approaches are emerging that need rapid replication to increase the volume of high quality deal flow.

Derrick Braziel Co-Founder and Managing Director, MORTAR Cincinnati

Derrick Braziel
Co-Founder and Managing Director, MORTAR Cincinnati

Cathy Clark Faculty Director, CASE and CASE i3: Initiative on Impact Investing, Duke Fuqua School of Business

Cathy Clark
Faculty Director, CASE and CASE i3: Initiative on Impact Investing, Duke Fuqua School of Business

Jason Rosado President and CEO, Givkwik, Inc.            

Jason Rosado
President and CEO, Givkwik, Inc.  
         

Michele Demers CEO, Boundless Impact

Michele Demers
CEO, Boundless Impact

Rani Langer-Croager Co-Founder, Uptima Business Bootcamp

Rani Langer-Croager
Co-Founder, Uptima Business Bootcamp

David del Ser Director, BFA and Project Director, Catalyst Fund

David del Ser
Director, BFA and Project Director, Catalyst Fund

 

Impact management and metrics

While big advances are being made in metrics for social and environmental impact and sustainability, many of these impact metrics are often redundant, confusing and in conflict. This is a costly and distracting problem for both investors and entrepreneurs running their companies. How can we create a Rosetta Stone that overcomes the fragmented, siloed approach and ensures the right things are being measured?

Brian Trelstad Partner, Bridges Fund Management         

Brian Trelstad
Partner, Bridges Fund Management         

Sapna Shah Director, Strategy, The GIIN

Sapna Shah
Director, Strategy, The GIIN

Sasha Dichter Chief Innovation Officer, Acumen             

Sasha Dichter
Chief Innovation Officer, Acumen             

Veronica Olazabal Director, Measurement, Evaluation & Organizational Performance, The Rockefeller Foundation 

Veronica Olazabal
Director, Measurement, Evaluation & Organizational Performance, The Rockefeller Foundation 

Flory Wilson Director, Measure What Matters Initiative at B Lab

Flory Wilson
Director, Measure What Matters Initiative at B Lab

Todd Johnson Founder and CEO, iPAR

Todd Johnson
Founder and CEO, iPAR

 

Legal structure and policy 

What are the organizational legal structures and investment vehicles that are needed? What policies and regulatory changes would unleash growth, and how can we imagine and garner the support needed? How can policy bring new participants to the table who have been excluded?

Holly Ensign-Barstow Manager, Mission Alignment at B Lab      

Holly Ensign-Barstow
Manager, Mission Alignment at B Lab      

Marc Lane Founder, Marc J. Lane Wealth Group

Marc Lane
Founder, Marc J. Lane Wealth Group

Fran Seegull Executive Director, The U.S. Impact Investing Alliance

Fran Seegull
Executive Director, The U.S. Impact Investing Alliance

Tracy Palandjian Co-Founder and CEO, Social Finance

Tracy Palandjian
Co-Founder and CEO, Social Finance

 

Efficient Distribution and Product Design

The impact pioneers have proven that sustainable and stakeholder-focused companies can also achieve market rate risk & return profiles. What are the barriers to replicating those successful models at scale? How do we learn from the traditional asset managers who have long mastered the ability to launch a product that fits nicely on the shelves of bank or brokerage firms to be seamlessly delivered to the end consumer?

Craig Pfeiffer President and CEO, Money Management Institute

Craig Pfeiffer
President and CEO, Money Management Institute

Hilary Irby Managing Director, Head of Investing with Impact, Morgan Stanley

Hilary Irby
Managing Director, Head of Investing with Impact, Morgan Stanley

Joan Trant Managing Partner, TriLinc Global                    

Joan Trant
Managing Partner, TriLinc Global                    

Dr. Stephen R. Freedman Head of Thematic and Sustainable Investing Strategy, UBS

Dr. Stephen R. Freedman
Head of Thematic and Sustainable Investing Strategy, UBS

Ron Cordes Co-Founder, Cordes Foundation              

Ron Cordes
Co-Founder, Cordes Foundation              

Tim Freundlich President, Impact Assets Inc.

Tim Freundlich
President, Impact Assets Inc.

 
 
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Working lunch will be provided during work sessions. Sponsored by 

afternoon networking break

3:45 PM

4:00 PM 

 

plenary session

Challenge Groups Report Back

Grand Challenge team presentations include framing of the ecosystem, challenges, strategies, and opportunities.

Good Capital Project Next Steps

Plans for evaluating, scoping and budgeting for how the grand challenges can be implemented over the next two years will be announced as well as timelines for next steps and milestones.The next meeting of the group as a whole will be at SOCAP17, where we will reconvene to measure progress and plan next steps.

John Morris Managing Partner, SOCAP Group

John Morris
Managing Partner, SOCAP Group

LINDSAY SMALLING Producer and Curator, SOCAP Group

LINDSAY SMALLING
Producer and Curator, SOCAP Group

 

COCKTAILS AND CONVERSATION

5:30 PM

 

Sponsored by 

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The Venue

The Good Capital Project's launch event on June 19, 2017 will be held at Convene at 730 Third Avenue in New York City. 

The venue is Manhattan’s largest dedicated corporate conference center, featuring private executive boardrooms and built-in, state-of-the-art technology, as well as on-site fine dining.

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