Investors Circle


                               November 10 - 12, 2008
                           Boston Harbor Hotel, Boston, MA
Monday, November 10th

11:00 – 3:30 pm    PAI – Power of Angel Investing Seminar

4:00 – 5:00 pm     New Member Orientation

5:00 – 7:00 pm     Members Only Meeting

7:00 – 10:00 pm    Members Only Reception

Tuesday, November 11th : Venture Fair Day

8:00 – 8:45 am     Registration & Breakfast

8:45 – 9:15 am     Welcoming Remarks

9:15 – 10:15 am    Company Presentations: Organics & Natural Products

10:15 – 10:30 am   Break

10:30 – 11:10 pm   Company Presentations: Community & International Development

11:10 – 12:00 pm   Company Presentations: Health & Wellness

12:00 – 12:30 pm   Entrepreneur Showcase

12:30 – 1:45 pm    Lunch

1:45 – 2:35 pm     Company Presentations: Media & Education

2:35 – 3:35 pm     Company Presentations: Energy & Environmental Solutions

3:35 – 3:45 pm     Closing Remarks

3:45 – 4:45 pm     Entrepreneur Showcase

4:45 – 6:30 pm     The Investors’ Circle

6:30 – 7:00 pm     Learn About the Patient Capital Collaborative (PCC)

6:00 – 9:00 pm     Reception – Sponsored by RSF Social Finance
Wednesday, November 12th : Education Day

7:30 – 8:30 am        Registration & Breakfast

8:30 – 9:00 am        Welcoming Remarks

9:00 – 10:30 am       Plenary Session: The Crisis on Wall Street and the Future of Social

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      Break & Networking

11:00 – 12:15 pm      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.

12:15 – 1:45 pm       Lunch – Sponsored by Expansion Capital Partners

1:45 – 3:15 pm        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

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,

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

       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         Break & Networking

4:00 – 5:30 pm         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

       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 previously-
segregated 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         Reflections: A Quaker Style Meeting

5:30 – 9:00 pm         Closing Reception & Networking