INVESTORS’ CIRCLE FALL CONFERENCE PROGRAM
PATIENT CAPITAL FOR A SUSTAINABLE FUTURE November 10 - 12, 2008 Boston Harbor Hotel, Boston, MA
Monday, November 10th 11:00 – 3:30 pm 4:00 – 5:00 pm 5:00 – 7:00 pm 7:00 – 10:00 pm PAI – Power of Angel Investing Seminar New Member Orientation Members Only Meeting Members Only Reception
Tuesday, November 11th : Venture Fair Day
8:00 – 8:45 am 8:45 – 9:15 am 9:15 – 10:15 am 10:15 – 10:30 am 10:30 – 11:10 pm 11:10 – 12:00 pm 12:00 – 12:30 pm 12:30 – 1:45 pm 1:45 – 2:35 pm 2:35 – 3:35 pm 3:35 – 3:45 pm 3:45 – 4:45 pm 4:45 – 6:30 pm 6:30 – 7:00 pm 6:00 – 9:00 pm
Registration & Breakfast Welcoming Remarks Company Presentations: Organics & Natural Products Break Company Presentations: Community & International Development Company Presentations: Health & Wellness Entrepreneur Showcase Lunch Company Presentations: Media & Education Company Presentations: Energy & Environmental Solutions Closing Remarks Entrepreneur Showcase The Investors’ Circle Learn About the Patient Capital Collaborative (PCC) Reception – Sponsored by RSF Social Finance
Wednesday, November 12th : Education Day 7:30 – 8:30 am 8:30 – 9:00 am 9:00 – 10:30 am Registration & Breakfast Welcoming Remarks Plenary Session: The Crisis on Wall Street and the Future of Social Investing
Plenary Session: The Crisis on Wall Street and the Future of Social Investing Our panelists will lead a discussion around these pressing questions: What are the immediate impacts of the current crisis on social investing, and what role will social investors play in rebuilding the capital markets of the future? From complexity and opaqueness to accountability and transparency: how can we assure that fiduciary responsibility reflects economic, social, and environmental realities? Does the future demand a period of accelerated “fourth sector” innovation? Moderator: Doug Bauer, Senior Vice President, Rockefeller Philanthropy Advisors John Abele, Founder & Chairman, Boston Scientific Corporation Ben Cohen, Founder, Ben & Jerry’s Mindy Lubber, President, Ceres
10:30 – 11:00 am 11:00 – 12:15 pm
Break & Networking Keynote Address: Majora Carter President, Majora Carter Group, LLC Founder, Sustainable South Bronx Dr. Majora Carter is a MacArthur “Genius” Fellow, one of Essence Magazine’s 25 Most Influential African-Americans in 2007, and one of the NY Post’s Most Influential NYC Women for the past two years. Lunch – Sponsored by Expansion Capital Partners Breakout Sessions: Field Building Evolution of Capital Markets: Examples from the U.S. and Beyond Filling the Gap: Developing the Social Entrepreneurship Ecosystem Slow Money: The Answer to a Slow Economy
12:15 – 1:45 pm 1:45 – 3:15 pm
Evolution of Capital Markets: Examples from the U.S. and Beyond Innovative ways to provide capital and exit opportunities for mission-based businesses are gaining traction around the globe, including regional stock exchanges in the UK and Brazil. What are the implications for US capital markets and funding for social entrepreneurs? Moderator: Antony Bugg-Levine, Managing Director, Rockefeller Foundation
Todd Millay, Managing Director, Choate Investment Advisors Roy Jacobowitz, Managing Director, External Affairs, ACCION International Shelby Clark, Portfolio Risk Director, Kiva.org Filling the Gap: Developing the Social Entrepreneurship Ecosystem In the traditional world of venture capital there is an organized and efficient network for entrepreneurs that includes a robust capital market, a full talent pipeline, a dedicated media platform, and a supportive government and tax code. This is largely absent in the social entrepreneurship realm. Panelists will share the latest developments in the creation of an ecosystem that allows social entrepreneurship to flourish. Moderator: Jay Coen Gilbert, Co-Founder, B. Lab Leslie Christian, President, Portfolio 21 Investments & Board Chair, Upstream 21 Jed Emerson, Managing Director for Integrated Performance, Uhuru Capital Todd Johnson, Founder & Partner, Jones Day New Strategies: Slow Money A founding group of advisors, funders and members are making 2008 the year of Slow Money. The newly organized 501c3, incubated by Investors’ Circle, is designing strategies for investing in local food systems and promoting new definitions of fiduciary responsibility around principles of carrying capacity, cultural and biological diversity, non-violence and care of the commons. Woody Tasch, joined by one of his collaborating partners, will present the vision, mission, and strategy for the new intermediary and share from his recently published book, Inquiries into the Nature of Slow Money. Woody Tasch, Chairman, Investors’ Circle Tom Stearns, President, High Mowing Seeds Peter Kinder, President, KLD Research & Analytics, Inc.
3:15 – 4:00 pm 4:00 – 5:30 pm
Break & Networking Breakout Sessions: Stakeholder Education Skill Builder: Effective Board Participation Sector Showcase: Media that Matters Investing Strategy: Portfolio Alignment Slow Money: The Answer to a Slow Economy Continued
Skill Builder: Effective Board Participation Navigating inclusive, stakeholder-focused business intentions with little legal precedence can be daunting. What are best practices for board participation in multi stakeholder environments? Moderator: Ronan O’Brien, Partner, Seyfarth Shaw LLP Charlie Kireker, Chair, Air America Media Phil Villers, President, Families USA Foundation Carol Atwood, Spartacus Media Enterprises Steve Gelerman, Former President, Ian’s Natural Foods
Sector Showcase: Media that Matters What is the role of independent media in strengthening and promoting the social entrepreneurship sector? Moderator: Melissa Bradley-Burns, Founder & Managing Director, New Capitalist Jurriaan Kamp, Founder, Ode Magazine Simran Sethi,Environmental Correspondent, CNBC & Professional Chair, University of Kansas School of Journalism Ben Goldhirsh, Founder & Chairman, Good Magazine Investing Strategy: Portfolio Alignment How does one create a portfolio that satisfies both investment return and philanthropic objectives? Panelists will offer insights in how to awaken your “entire investor self” through the use of previouslysegregated philanthropic capital. Moderator: Don Shaffer, President & CEO, RSF Liz Hart McMillan, Angel Investor, McMillan Group Willy Foote, President & Founder, Root Capital Peter Knight, President, Generation Investment Management 5:30 – 6:30 pm 5:30 – 9:00 pm Reflections: A Quaker Style Meeting Closing Reception & Networking