2014 National Conference - Mission Investors Exchange

2014 National Conference
Sparking Change
Conference Program
May 13 - 15, 2014
Minneapolis – Saint Paul
@missioninvest
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Sparking Change
Welcome to the Mission Investors Exchange biennial conference,
Sparking Change.
Over the next three days, we will have the opportunity to join with
colleagues and friends in a high stakes exploration of the ways in
which philanthropic capital can be harnessed to address the greatest
challenges of our day: income inequality and climate change.
The future of our communities depends on immediate and ongoing
action at every scale and across many issues.
Whether your work is local, regional, national or global, no matter
whether you focus on jobs, education, health, food or forests, the
work you do today will drive the kinds of change we need for a better
tomorrow.
Our wish is that what you experience at Sparking Change will
inform and inspire you. We have organized a variety of sessions
and experiences rich in new ideas. Even more importantly, we have
structured the sessions and the conference to maximize opportunities
for making and strengthening connections within our growing
community of mission investors.
We encourage you to reach out to the people around you, participate
fully, share your ideas and experiences freely and enjoy this time
together. We are confident that if you do, you will return to your
work energized and afire, ready to spark the change we need in our
communities and our world.
Mission Investors Exchange Conference Co-Chairs
Kathleen Fluegel, HRK Foundation
Sam Marks, Deutsche Bank
Susan Phinney Silver, The David and Lucile Packard Foundation
Mission Investors Exchange Steering Committee Co-Chairs
Brinda Ganguly, The Rockefeller Foundation
Tracy Kartye, The Annie E. Casey Foundation
Christine Looney, Ford Foundation
Mission Investors Exchange Local Host Committee Chair
Kathleen Fluegel, HRK Foundation
Cover: Image courtesy of Chicago Avenue Fire Arts Center and Artspace
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Join Spark!, our private virtual conference
community on your mobile phone, tablet or
laptop and connect with fellow participants,
initiate individual or group conversations, learn
more about the session offerings, pitch a Firestarter session and download resources.
What is an Igniter?
Welcome! Thanks to our work with a very strong local host committee, we
have planned a number of ways to orient you to the Twin Cities by bringing in
cultural assets, facilitating your journey out into the community and building a
sense of community right here during the conference.
Longer breaks and a number of fun and educational events for your down
times in the evening round out opportunities for you to make connections
and ignite conversations and partnerships.
Some of you may be wondering about the ribbons called “igniter” seen on
name badges and on Spark! Igniter is a role crafted in the course of our
conference planning that recognizes the importance of a variety of voices
contributing to conversations at the concurrent sessions (and beyond!).
We are moving past the traditional panel format towards more dynamic,
productive, goal-oriented discussions. The session builders have identified
igniters as those who will take the lead in propelling your conversations
ahead.
So, expect to take part in this conference to its fullest. It is through you, your
expertise now and in the future, and your connections with others in the
mission investing community that together we will spark the change it will
take to move the field forward for good.
Peter Berliner
Managing Director
Spark! – Register at sparkingchange.org • Update your profile • Form a
group • Access handouts
Fire-starter sessions – Propose a session that you facilitate. Ideas will be
collected and voted upon during the Spark! Reception Tuesday evening.
Lightning Talks One on each day, predetermined investor-investee partners
to showcase a variety of investment types and tools. See Spark! for more
information.
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Which Sessions Should I Attend?
You will see many interconnected themes throughout the conference.
To help plan your conference agenda, here are some suggested themed
agendas:
Skill-Building
• The Fundamental Elements of Mission Investing (with breakouts
for community foundations, corporations, private and family
foundations and foundation finance officers)
• How to Source a Deal
• Social Impact Bonds and Beyond: New Models for Financing Social
Services
• From Theory to Action: Making Mission Investing Work
• Strengthening Nonprofits and Readying Them for Investment
Leadership
• Partnering for Good: Understanding the Global Community of
Impact Investors
• Investment and Fiduciary Imperatives of 100% for Mission
• Rethinking the Uses of Capital (for Foundation CEOs)
• Private “Fireside Chat” for Foundation Trustees
• Reimagining the Role of Philanthropy in the Capital Marketplace for
field and foundation leaders
Topical Issues and Sector Investing
• Investing for Educational Breakthroughs
• Investing in Affordable Housing Solutions
• Investments in Health Enterprises
• Pressing Climate Related Issues
• Conservation 3.0
• Sustainable Agriculture and Food Systems
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Ethics Policy
Sparking Change is an opportunity for funders and others in the mission
investing field to meet in a collegial atmosphere, free of requests
for financial support. It is not appropriate to solicit foundations at the
conference. Deal opportunities may be presented during Lightning Talk
sessions.
Conference Hotel
All conference events (unless specifically noted) will take place at the
Minneapolis Marriott City Center Hotel located at 30 South 7th Street,
Minneapolis, MN 55402. The phone number of the hotel is 612-349-4000.
Registration
Registration is located on the 4th floor in the hotel’s Ballroom Foyer. It
will be staffed on Tuesday, May 13, 7:00 am – 5:00 pm; Wednesday, May
14, 7:00 am – 5:00 pm and Thursday, May 15, 7:00 am – 12:00 pm. You
will receive your name badge when you register. The badge is required
for all meal functions; please wear it at all times.
Food & Drink
Your conference registration fee includes lunch on Tuesday and
Wednesday, the Spark! Reception, breakfast on Wednesday, Explosive
Mill City Museum Reception, brunch on Thursday and refreshments
throughout the conference. Some offsite dining options have an
additional cost.
Evaluation Forms
We need and appreciate your feedback. Please take a few minutes to
complete your evaluation form each day. An overall conference evaluation
will be emailed to you after the conference.
Business Center
The hotel’s self-service business center is open 24 hours per day and is
located on the 5th floor of the hotel behind the concierge desk.
Smoking Policy
The hotel is a non-smoking facility.
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Agenda at-a-Glance
The registration desk will be open in the hotel’s Ballroom Foyer throughout
the conference.
Tuesday, May 13
7:00 am – 5:00 pm
Registration and help desk
7:30 am – 8:30 am
New member and first time conference attendee breakfast
7:30 am – 8:30 am
Nice Ride Bike Sharing Tour
8:30 am – 9:45 am
The Fundamental Elements of Mission Investing
10:15 am – 11:30 am
The Fundamental Elements of Mission Investing concurrent breakout
sessions
8:30 am – 11:30 am
Partnering for Good: In Coordination with the GIIN
8:30 am – 11:30 am
Offsite learning tours –Investments in the Twin Cities
11:30 am – 12:00 pm
Break
12:00 pm – 1:30 pm
Launchpad! Luncheon Plenary featuring U.S. Senator Olympia Snowe
(R - ME, retired) and welcome by Mayor Betsy Hodges
1:30 pm – 2:00 pm
Break
2:00 pm – 3:15 pm
Concurrent sessions
3:15 pm – 3:45 pm
Break featuring Cookie Cart
3:45 pm – 5:00 pm
Concurrent sessions
5:00 pm – 5:30 pm
Break
5:30 pm – 6:30 pm
Spark! Reception
7:00 pm
Twins vs. Red Sox Ball Game, dine-arounds, other optional activities
Wednesday, May 14
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7:00 am – 5:00 pm
Registration and help desk
8:00 am – 9:30 am
Investing in Equity for All Community Breakfast Plenary featuring
Kat Taylor, CEO, One PacificCoast Bank and welcome by Congressman
Keith Ellison
9:30 am – 10:00 am
Break featuring Brotherhood Brews
10:00 am – 11:30 am
Concurrent sessions
11:30 am – 11:45 am
Break
11:45 am – 1:15 pm
Investing to the Challenge of Climate Change Luncheon Plenary featuring
Mark Tercek, President and CEO, The Nature Conservancy
1:15 pm – 1:30 pm
Break
1:30 pm – 4:30 pm
Offsite learning tours
1:45 pm – 3:30 pm
Fire-starter Pop-up Sessions
1:45 pm – 3:30 pm
Reimagining the Role of Philanthropy (for foundation and field leaders)
3:45 pm – 5:00 pm
Lightning Talks II
3:45 pm – 5:00 pm
Concurrent sessions
4:15 pm – 5:30 pm
Private “Fireside Chat” (for foundation trustees by invitation)
Wednesday, May 14
5:15 pm – 5:45 pm
Buses depart for Mill City Museum
5:30 pm – 7:00 pm
Explosive Mill City Museum Reception!
7:00 pm
Kicking the Embers of the Day – various dining options
Thursday, May 15
7:00 am – 12:00 pm
Registration and help desk
7:30 am – 9:00 am
Healthy Morning - on your own
7:45 am – 8:45 am
Lightning Talks III
9:00 am – 10:15 am
Concurrent sessions
10:15 am – 10:30 am
Break
10:30 am – 12:00 pm
Harnessing the Power of Capital - A Global Perspective Brunch Plenary
featuring Willy Foote, CEO, Root Capital and Antony Bugg-Levine, CEO,
Nonprofit Finance Fund
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Thank You 2014 National Conference Sponsors
PRESENTING
PLATINUM
GOLD
SILVER
BRONZE
COMMUNITY
Clif Bar Family Foundation
D’Amico Catering
The Minneapolis Foundation
Mill City Museum
National Development Council
Initiative Foundation
Philanthropy Northwest
Northland Foundation
Prize Capital
Southwest Initiative Foundation
The Saint Paul Foundation
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National Conference Planning Committee
Thank you to our conference planning committee for their hard work in
making this conference a success!
Allison Clark, The John D. and Catherine T. MacArthur Foundation
Kimberlee Cornett, The Kresge Foundation
Katheen Fluegel, HRK Foundation, Co-Chair, Chair of local host committee
Micah Sagebiel, Michael & Susan Dell Foundation
Karen Halazon, Bill & Melinda Gates Foundation
Lisa Hiller, Helen Bader Foundation, Inc.
Amy Jensen, Northwest Area Foundation
Sam Marks, Deutsche Bank, Co-Chair
Debra Moniz, Cedar Tree Foundation
Rodney Overcash, Margaret A. Cargill Philanthropies
Chris Perez, Rasmuson Foundation
Susan Phinney Silver, The David and Lucile Packard Foundation, Co-chair
David Wood, Initiative for Responsible Investment, Harvard University
Local Host Committee
Thank you to our local host committee for their efforts to connect
conference participants to the learning opportunities and culture of
Minneapolis-St. Paul:
Kate Barr, Nonprofits Assistance Fund
Gary Cunningham, Northwest Area Foundation
Karen Florez, The Minneapolis Foundation
Kathleen Fluegel, HRK Foundation, Chair
Lori Miller-Shiell, Minnesota Council on Foundations
Scott Marquardt, Southwest Initiative Foundation
Christine Searson, The Saint Paul Foundation/Minnesota Philanthropy
Partners
Cris Stainbrook, Indian Land Tenure Foundation
Linda Tacke, Carl & Eloise Pohlad Family Foundation
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Day One
Tuesday, May 13
Agenda
7:00 am – 5:00 pm Registration and help desk
7:30 am – 8:30 am New member and first time conference attendee breakfast
7:30 am – 8:30 am Nice Ride Bike Sharing Tour
8:30 am – 9:45 am The Fundamental Elements of Mission Investing
10:15 am - 11:30 amThe Fundamental Elements of Mission Investing concurrent
breakout sessions
8:30 am – 11:30 am
Partnering for Good: In Coordination with the GIIN
8:30 am – 11:30 am
Offsite learning tours –Investments in the Twin Cities
11:30 am - 12:00 pm
Break
12:00 pm – 1:30 pm Launchpad! Luncheon Plenary featuring U.S. Senator Olympia
Snowe (R - ME, retired) and welcome by Mayor Betsy Hodges
1:30 pm – 2:00 pm
Break
2:00 pm – 3:15 pm
Concurrent sessions
3:15 pm – 3:45 pm Break featuring Cookie Cart urban nonprofit bakery
3:45 pm – 5:00 pm
Concurrent sessions
5:00 pm - 5:30 pm
Break
5:30 pm – 6:30 pm
Spark! Reception
7:00 pm -Twins vs. Red Sox Ball Game, dine-arounds, other optional
activities
Photo Courtesy of Bruce Silcox Photographer
10 and The Minneapolis Foundation
Day One • Tuesday, May 13
7:30 am – 8:30 am
New member and first time conference attendee breakfast
MINNESOTA - 6TH FLOOR
First time attendees and/or new members of Mission Investors Exchange will convene to
meet members of the Mission Investors Exchange steering committee, receive an overview
of events and connect with folks who can orient you to the conference and the mission
investing community.
Kathleen Fluegel, HRK Foundation
Shiho Fuyuki, Mission Investors Exchange
Sandra Mikush, Mary Reynolds Babcock Foundation
Vivian Vasallo, AARP Foundation
7:30 am – 8:30 am
Nice Ride Bike Sharing Tour Offsite Tour
Start off your morning with a bike ride on the renowned trails of the Twin Cities and learn
about Nice Ride, a nonprofit bike share program. Meet up at the front of the lobby. Optional:
Meet up with Midtown Global Market Tour (see below) or continue to bike on your own until
11:00 am.
Karen Florez, The Minneapolis Foundation
Lori Miller-Shiell, Minnesota Council on Foundations
Linda Tacke, Carl & Eloise Pohlad Family Foundation
8:30 am – 9:45 am
The Fundamental Elements of Mission Investing
DEER/ELK LAKE - 4TH FLOOR
Learn about the basic concepts and applications of mission investing and become familiar
or refresh your knowledge of the key terms and legal and other requirements. We’ll also
discuss entry points for investing and use a case example to illustrate one foundation’s
recent journey from initial discussion to first investment.
Peter Berliner, Mission Investors Exchange
Tomer Inbar, Patterson, Belknap, Webb & Tyler LLP
Vivian Vasallo, AARP Foundation
9:45 am - 10:15 am Break
10:15 am – 11:30 amConcurrent Breakouts from The Fundamental Elements
of Mission Investing
Nuts and Bolts of Mission Investing
EXCELSIOR BAY - 8TH FLOOR
This session will delve deeper into the process of implementing and executing a mission
investing program. It will include a discussion of the internal and external capacity
requirements, processes and procedures, deal finding, execution, monitoring and reporting.
We will focus on program-related investments and other concessionary investments made
directly or to intermediary organizations.
Lisa Hiller, Helen Bader Foundation, Inc.
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Paul Reich, Meyer Memorial Trust
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Day One • Tuesday, May 13
Fundamental Elements for Corporations and Corporate Foundations
BIRCH/MAPLE LAKE - 4TH FLOOR
Corporate donors and investors play an important role in the mission investing ecosystem.
Find out how corporations and corporate foundations are incorporating mission investments
into their social impact portfolios.
Amy Bell, JPMorgan Chase & Co.
Peter Broffman, Encore Fellow, Mission Investors Exchange
Jenny Harms, The Hitachi Foundation
John Kinghorn, Prudential Foundation
Fundamental Elements for Community Foundations
DEER / ELK LAKE - 4TH FLOOR
How do community foundations develop mission investing programs? This informal
roundtable will cover issues unique to community and other public foundations, provide
case examples and introduce the Community Foundation Field Guide to Impact Investing.
Stuart Comstock-Gay, The Vermont Community Foundation
Mauri Ingram, Whatcom Community Foundation
Kate Lyda, The Denver Foundation
Kathy Merchant, The Greater Cincinnati Foundation
Fundamental Elements for Foundation Finance Officers
LAFAYETTE BAY - 8TH FLOOR
An opportunity to learn from experienced foundation finance and investment officers about
the challenges and requirements of developing and implementing a mission investing
program. We will cover critical elements and questions related to mission investments
across the full spectrum of returns.
Tina Castro, Avivar Capital
Tomer Inbar, Patterson, Belknap, Webb & Tyler LLP
Debbie Rooney, The Vermont Community Foundation
8:30 am – 11:30 am
artnering for Good: Understanding the Global
P
Community of Impact Investors
GRAYS BAY - 8TH FLOOR
Join us to explore the benefits of investing in partnership with a range of capital providers.
We will identify the diverse resources, skills and expertise that each type of investor
can bring. The session will focus on the role of foundations as catalytic first-loss capital
investors and their leadership role in maintaining a focus on generating positive social or
environmental impact. We’ll also address impact measurement and evaluation to promote
transparency, ensure accountability and prevent mission drift.
Luther Ragin, Global Impact Investing Network
Sapna Shah, Global Impact Investing Network
Kent Gilges, Conservation Forestry, LLC
Morgan Miller, Huntington Capital
Carl Palmer, Beartooth Capital
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Day One • Tuesday, May 13
8:30 am – 11:00 am
Midtown Global Market (Offsite Learning Tour)
BUSES DEPART FROM THE FRONT OF THE HOTEL
Experience the Midtown Global Market, a redevelopment project that is home to
entrepreneurs from diverse communities. The discussion will cover investing in real estate,
CDFIs and business development. We will also share ways to build capital stacks using
different types of investments from a variety of partners – and explore in this bustling and
colorful market.
Mike LaFave, Neighborhood Development Center
Chris Perez, Rasmuson Foundation
Jo-Anne Stately, The Minneapolis Foundation
8:30 am – 11:30 am
inancing Permanently Affordable Live/Work Space for
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the Arts (Offsite Learning Tour)
MEET AT THE FRONT OF THE HOTEL
The Twin Cities and the state of Minnesota are home to a robust arts community and
creative financial and donor communities. Learn more about the financial model used by
Artspace to create live/work facilities across the country as we visit the Jackson Flats and
Cowles Center projects in Minneapolis. We will also visit Juxtaposition Arts to learn how
intermediary organizations have worked together to leverage PRIs and catalyze community
development.
Kate Barr, Nonprofits Assistance Fund
DeAnna Cummings, Juxtaposition Arts
Kathleen Fluegel, HRK Foundation
Greg Handberg, Artspace
Cree Zischke, JPMorgan Chase & Co./Artspace trustee
8:30 am – 11:30 am
Affordable Housing (Offsite Learning Tour)
BUSES DEPART FROM THE FRONT OF THE HOTEL
Minneapolis-St. Paul is rich with active developers and investors. This visit featuring Aeon
and CommonBond Communities will showcase efforts not only to build and preserve
housing units but also develop resources needed for tenants to thrive. Learn about
investments and opportunities that can be applied in your own communities.
Allison Clark, The John D. and Catherine T. MacArthur Foundation
Alan Arthur, Aeon
Paul Fate, CommonBond
Erika Poethig, Urban Institute
12:00 pm – 1:30 pm
Launchpad! Luncheon Plenary
featuring housing champion U.S. Senator Olympia Snowe (R - ME, retired) and welcome
by Mayor Betsy Hodges
BALLROOM I & II
Senator Snowe worked successfully across the aisle as a champion for Low Income
Housing Tax Credit legislation, oceans and fisheries issues, health care and other topics
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Day One • Tuesday, May 13
relevant to mission investors. She will share her thoughts on policy, poverty and working
together for impact. Senator Snowe has recently released her newest book, Fighting for
Common Ground: How We Can Fix the Stalemate in Congress.
1:30 pm – 2:00 pm
Break
2:00 pm - 3:15pm
Concurrent Sessions
2:00 pm – 3:15 pmInvestment and Fiduciary Imperatives of 100% for
Mission
EXCELSIOR/LAFAYETTE BAY - 8TH FLOOR
Many have read The F.B. Heron Foundation’s “The World Has Changed and So Must
We,” which describes Heron’s decision to align 100% of their assets to help people out
of poverty. But what does it really take to use all of a foundation’s assets to further its
mission? This session will explore how Heron and other foundations are taking on this
challenge. We’ll discuss the strategic and practical implications of mobilizing the full range
of investments in support of your mission.
Ellen Dorsey, Wallace Global Fund
Kate Starr, The F.B. Heron Foundation
2:00 pm – 3:15 pmPartnering between Corporations and Other
Foundations
PNE/CEDAR/BIRCH/MAPLE - 4TH FLOOR
Corporations have a range of assets they can apply to drive positive social change in
partnership with foundations and community organizations. This session is designed for
representatives from corporate foundations and corporate community investment teams as
well as private and community foundations who are interested in working collaboratively in
local communities and/or in shared areas of common interest where each contributes their
unique and complementary expertise, skills, motivations and perspectives.
Jennifer Harms, The Hitachi Foundation
Sam Marks, Deutsche Bank
Edward Powers, Bank of America
Megan Teare, Wells Fargo
Cree Zischke, JPMorgan Chase & Co.
2:00 pm – 3:15 pm
Conservation 3.0
Does investing represent the future of conservation?
WAYZATA/GRAYS BAY - 8TH FLOOR
Recognizing that the availability of government and donor funding is insufficient,
conservation finance professionals are looking for new sources of capital. This session will
explore opportunities and trends in conservation investing and discuss how we can apply
lessons from other sectors, including community and economic development.
Ricardo Bayon, EKO Asset Management Partners
Amy Bell, JPMorgan Chase & Co.
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Day One • Tuesday, May 13
Jennifer Morris, Conservation International
David Nicola, Armonia LLC
Susan Phinney Silver, The David and Lucile Packard Foundation
2:00 pm – 3:15 pm
Investing in Health Enterprises
Identifying or creating domestic and global opportunities that seed solutions to the world’s
most trying health dilemmas
MINNESOTA - 6TH FLOOR
Advances in medicine, information technology and social networking have created
opportunities for affordable, scalable innovations that can improve health outcomes. This
session will use California HealthCare’s and Kresge Foundation’s experiences as a jumping
off point to explore ways to bring health care innovations to underserved populations.
We will also discuss opportunities to help community health centers improve access,
affordability and patient experience, and we’ll look at ways to spur innovation in health care
in the U.S and abroad.
Nancy Barrand, Robert Wood Johnson Foundation
Tina Castro, Avivar Capital
Kim I. Dempsey, The Kresge Foundation
C. John Duong, W.K. Kellogg Foundation
Margaret Laws, California HealthCare Foundation
David Rossow, Bill & Melinda Gates Foundation
2:00 pm – 3:15 pm
Investing in Affordable Housing Solutions
ST. CROIX I - 6TH FLOOR
Stakeholders in Minnesota have a history of developing creative and collaborative
partnerships to address its affordable housing challenges. By engaging philanthropy, public
agencies and the developers, the affordable housing community has been able to use
PRI capital to leverage additional funds to focus on issues such as housing preservation,
supportive housing and homeownership. This session will examine Minnesota as a case
study and highlight the ways in which philanthropy has supported collaborative efforts to
increase affordable housing options in the Twin Cities and throughout the state.
Allison Clark, The John D. and Catherine T. MacArthur Foundation
Paul Fate, CommonBond
Tom Fulton, Family Housing Fund
Warren Hanson, Greater Minnesota Housing Fund
Erika Poethig, Urban Institute
2:00 pm – 3:15 pm
Lightning Talks I
Investment Opportunity Forum
DEER/ELK LAKE - 4TH FLOOR
Learn from foundations and their investment partners about market rate and belowmarket mission investment opportunities. Foundation representatives will discuss how
an investment vehicle they have chosen advances their mission and goals. Investees will
brief you on their track record, investment thesis, social/environmental impact and financial
return. Information about each investment opportunity will be available on Spark!
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Day One • Tuesday, May 13
3:15 pm – 3:45 pm
Break
ATRIUM - 4TH FLOOR
This break is sponsored by The Minneapolis Foundation and features Cookie Cart, an urban
nonprofit bakery which provides teens with lasting and meaningful work, life and leadership
skills through experience and training.
3:45 pm - 5:00pm
Concurrent Sessions
3:45 pm – 5:00 pm
Social Impact Bonds and Beyond
New models for financing social services
EXCELSIOR/LAFAYETTE BAY - 8TH FLOOR
Impact investors and practitioners are working to develop new financial tools and structures
to finance the delivery of social services. Social impact bonds are one example of this new
financing that may create social benefit and financial sustainability. This session will explore
these new tools, including a focus on pay for success models, agreements with public and
private sector partners (e.g., government jurisdictions, insurers) and the data requirements
for this new type of transaction.
Kimberlee Cornett, The Kresge Foundation
Ben Phillips, Mercy Housing California
Lara Metcalf, Social Finance
Christa Velasquez, Independent Consultant
David Wood, Initiative for Responsible Investment, Harvard University
3:45 pm – 5:00 pm
Plain Talk Among Corporations
PINE/CEDAR/BIRCH/MAPLE - 4TH FLOOR
This session will address specific challenges that are unique to the corporate environment
and the ways in which successful companies have made the business case for mission
investing. Corporate representatives will discuss mission investing with peers and
colleagues, establish contacts with people who share your interests and work environments
and develop a cohort of corporate colleagues and partners.
Amy Bell, JPMorgan Chase & Co.
Peter Broffman, Encore Fellow, Mission Investors Exchange
Barbara Dyer, The Hitachi Foundation
John Kinghorn, Prudential Foundation
3:45 pm – 5:00 pm
Sustainable Agriculture and Food Systems
Layered, partnership approaches
WAYZATA/GRAYS BAY - 8TH FLOOR
Creating a just and sustainable food economy requires a systemic approach that may include
a variety of support—from technical assistance and capacity building grants to research—to
complement investments and produce robust and productive investee infrastructure. We
encourage both new entrants into the sustainable food landscape and experienced investors
to join this session to explore ways to put capital to work.
John Berdes, Craft3
Jesse Fink, The Betsy & Jesse Fink Foundation
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Day One • Tuesday, May 13
Taryn Goodman, RSF Social Finance
Karla Miller, Northwest Area Foundation
Paul Reich, Meyer Memorial Trust
Jeff Rosen, Solidago Foundation
3:45 pm – 5:00 pmBridging Organized Philanthropy (Of special interest to
community foundations)
Engaging donor advisors and individual investors in mission investing
MINNESOTA - 6TH FLOOR
At its heart, community philanthropy is driven by personal passion, regardless of approach
or organizational form. Community foundations are rapidly gaining experience in helping
individual donors connect with investment opportunities and to power up their giving
through donor advised funds. Join colleagues in sharing stories about what works (and
doesn’t!) to attract and engage individual donors in impact investing.
David Berge, Underdog Foundation
Rosalie Sheehy Cates, Community Investing Consulting
Bert Feuss, Silicon Valley Community Foundation
Shalaka Joshi, Toniic
Kathy Merchant, The Greater Cincinnati Foundation
Dana Lanza, Confluence Philanthropy
Marian Moore, Play BIG
Laura Tomasko, Council on Foundations
3:45 pm – 5:00 pm
How to Source a Deal
Identifying market gaps and investment opportunities
ST. CROIX I - 6TH FLOOR
Finding the right investment opportunities can be challenging. This session will offer a
framework for identifying and assessing potential deals. We will also discuss a number
of strategies that can be tailored for the size and scope of your foundation, including the
use of sectorial and geographic scans, networking, engaging consultants, working with
intermediaries and tapping into online resources.
John Goldstein, Imprint Capital
Tracy Kartye, The Annie E. Casey Foundation
Ginger McNally, Opportunity Finance Network
Karen Seabury, CARS
3:45 pm – 5:00 pmDivesting from Fossil Fuels and Investing in Climate
Solutions
Mission investors using their assets to create a New Energy Economy
DEER/ELK LAKE - 4TH FLOOR
Many private foundations have committed to a shift in their endowment portfolios away
from fossil fuel investments and into clean energy solutions. They are calling upon all
of philanthropy to follow suit. Sharing creative ideas and models for new avenues of
investing, this session will explore the exploding grassroots movement of students, faith
groups and cities and examine how organized philanthropy can contribute to kicking the
fossil fuel habit and building a new energy economy.
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Day One • Tuesday, May 13
Ellen Dorsey, Wallace Global Fund
Christine Reeves, National Committee for Responsive Philanthropy
Tom Van Dyck, RBC Wealth Management
5:00 pm – 5:30 pm
Break
Vote for fire-starter sessions near the registration desk. Voting will close at 6:00 pm.
5:30 pm – 6:30 pm
Spark! Reception
ATRIUM - 4TH FLOOR
Mix and mingle with your colleagues while enjoying hors d’oeuvres and drinks.
7:00 pm- wins vs. Red Sox Ball Game/Informal Dine-Arounds/
T
Other Optional Activities
Please check at the registration desk for options and availability.
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Day One • Tuesday, May 13
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Day Two
Wednesday, May 14
Agenda
7:00 am – 5:00 pm Registration and help desk
8:00 am – 9:30 am Investing in Equity for All Community Breakfast Plenary
featuring Kat Taylor, CEO, One PacificCoast Bank and
welcome by Congressman Keith Ellison
9:30 am– 10:00 am
Break featuring Brotherhood Brews
10:00 am – 11:30 am Concurrent sessions
11:30 am – 11:45 am
Break
11:45 am – 1:15 pmInvesting to the Challenge of Climate Change Luncheon
Plenary featuring Mark Tercek, President and CEO, The
Nature Conservancy
1:15 pm – 1:30 pm Break
1:45 pm – 3:30 pm
Fire-starter Pop-up Sessions
1:30 pm – 4:30 pm Offsite learning tours
1:45 pm – 3:30 pm Reimagining the Role of Philanthropy (for foundation and field leaders)
3:45 pm - 5:00 pm
Lightning Talks II
3:45 pm - 5:00 pmConcurrent sessions
4:15 pm - 5:30 pm
Private “Fireside Chat” (for foundation trustees by invitation)
5:15 pm - 5:45 pm
Buses depart for Mill City Museum
5:30 pm – 7:00 pm Explosive Mill City Museum Reception!
7:00 pmKicking the Embers of the Day – dining on own or preregistered events
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Day Two • Wednesday, May 14
8:00 am – 9:30 am
Investing in Equity for All Community Breakfast Plenary
featuring Kat Taylor, CEO, One PacificCoast Bank and welcome by Congressman
Keith Ellison
BALLROOM I & II
Kat Taylor is founder of One PacificCoast Bank, a CDFI that finances traditionally
underserved community-based businesses and nonprofits, working in low-income
communities and promoting sustainable businesses and job creation. Kat is a vocal advocate
of the bank’s mission to foster economic justice and environmental sustainability through
banking.
9:30 am – 10:00 am
Break
ATRIUM - 4TH FLOOR
This break is sponsored by The Saint Paul Foundation and features coffee from Brotherhood
Brews, a comprehensive reintegration and prevention program that strives to take a holistic
approach to community-building through culturally-sensitive social services, educational
opportunities and onsite employment for African American youth and young men.
10:00 am - 11:30 am
Concurrent Sessions
10:00 am – 11:30 am
Investing Internationally
Emerging investment approaches in global women’s and children’s health
EXCELSIOR/LAFAYETTE BAY - 8TH FLOOR
Historically, funding for women’s and children’s health initiatives around the world has been
driven by donors, governments and multilateral aid agencies. Increasingly, philanthropic
investors are supporting market-based approaches that incorporate franchise models and/
or biomedical or technological advances to improve care. Others are using proven relending models but tailoring them to influence health outcomes. What have we learned so
far in these experiments, and what does it bode for the future of global health investing
initiatives?
Beth Bafford, Calvert Foundation
Lester Coutinho, The David and Lucile Packard Foundation
John Goldstein, Imprint Capital
Susan Phinney Silver, The David and Lucile Packard Foundation
David Rossow, Bill & Melinda Gates Foundation
Shuaib Siddiqui, Acumen Fund
10:00 am – 11:30 am
Pressing Climate Related Issues
The impact of investing for change
PINE/CEDAR/BIRCH/MAPLE - 4TH FLOOR
Climate change issues are immediate and pervasive, touching all aspects of investment
portfolios as well as philanthropic work. As mission investors, it is impossible for us to
ignore the great risks and potential opportunities climate change presents as we work to
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Day Two • Wednesday, May 14
align our portfolios with mission. At the same time, there are many opportunities to invest
proactively in climate solutions. This session will focus on how to find and target climate
investments that provide both impact and financial return.
Catherine Chen, RBC Wealth Management
Mark Cirilli, The Betsy and Jesse Fink Foundation/MissionPoint Capital
Debra Moniz, Cedar Tree Foundation
Tim Larson, Ross Strategic
Sarah Kearney, PRIME Coalition
Kate Wolford, The McKnight Foundation
10:00 am – 11:30 amInvesting in the Development of Sustainable and
Equitable Cities
The role that mission investing can take in a region’s transformation.
MINNESOTA - 6TH FLOOR
What role can mission investment play in the (re)development of sustainable cities? This
session will highlight ways investment can support sustainable and equitable community
development to ensure that the needs of residents are met now and in the future. Session
leaders will describe the levels of readiness and engagement necessary to develop, receive
and make use of mission investments. They will touch upon the importance of community
voice and the role that foundations can play to drive a diversity of investors to meet the
needs of regions across the country.
Douglas Bitonti Stewart, Max M. & Marjorie S. Fisher Foundation
Margot Kane, Calvert Foundation
Pat Modugno, Conrad N. Hilton Foundation
Eileen Neely, Living Cities Integration Initiative
Kris Pierre, U.S. Environmental Protection Agency Barbara VanScoy, Community Capital Management
David Wood, Initiative for Responsible Investment, Harvard University
10:00 am – 11:30 am
The Critical Role of Data in Mission Investing
The reliance on data in order to identify need, assess performance and advance the field.
DEER/ELK LAKE - 4TH FLOOR
Tools for capturing, visualizing and sharing data have evolved but are mission investors
using these tools to their greatest advantage? This session will explore the variety of
approaches foundations are using to assess their programs and make stronger and more
mission investments. We’ll address internal, collaborative and field-building data efforts.
Tony Berkley, W.K. Kellogg Foundation
Annie Donovan, CoopMetrics
Paul Feldman, Mission Investors Exchange
Adnan Mahmud, LiveStories
Cynthia Muller, Arabella Advisors
Beth Richardson, B Analytics
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Day Two • Wednesday, May 14
10:00 am – 11:30 am
Rethinking the Uses of Capital (For Foundation CEOs)
How foundation leaders are reframing conventional notions about the use of philanthropic
capital.
WAYZATA/GRAYS BAY - 8TH FLOOR
The first step in becoming a mission investor is challenging prevailing assumptions about
the purpose and uses of philanthropic capital. This session will offer foundation leaders
the opportunity for a frank discussion about the process of building support for mission
investing. We’ll also discuss ways to manage expectations and risks, respond to success
and failure, and address other issues of interest to foundation executives.
Stuart Comstock-Gay, The Vermont Community Foundation
Kathy Merchant, The Greater Cincinnati Foundation
Doug Stamm, Meyer Memorial Trust
Kevin Walker, Northwest Area Foundation
10:00 am – 11:30 amKeeping Me Up at Night (For Foundation Finance
Officers and Legal Counsel)
Facts and misconceptions about financial and legal matters in mission investing.
ST. CROIX I - 6TH FLOOR
This advanced session is for active mission investing professionals who are interested in
sharing best practices in finance, accounting and legal issues that arise in the process of
managing a mission investing program. We will also explore the development of a peer
network through which to continue these conversations.
Mia Burton, Michael & Susan Dell Foundation
Tomer Inbar, Patterson, Belknap, Webb & Tyler LLP
Tie Kim, Omidyar Network
Ian Magee, The F.B. Heron Foundation
Rodney Overcash, Margaret A. Cargill Philanthropies
Mary Anne Rodgers, The David and Lucile Packard Foundation
11:30 am - 11:45 am
Break
11:45 am – 1:15 pm
I nvesting to Meet the Challenge of Climate Change
Luncheon Plenary
featuring Mark Tercek, President and CEO, The Nature Conservancy
BALLROOM I & II
Mark Tercek is a champion of the idea of natural capital—valuing nature for its own sake as
well as for the services it provides for people, such as clean air and water, productive soils
and a stable climate. His recent book is Nature’s Fortune: How Business and Society Thrive
by Investing in Nature.
Break
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1:45 pm – 3:30 pm Fire-starters
CHECK ROOM ASSIGNMENTS AT REGISTRATION DESK
Pop-up, crowd-sourced topics; sessions onsite at hotel. See page 3 or Spark! to learn more
about Fire-starter sessions. Sessions with the most votes on 5/13 evening will be assigned
a space to convene.
1:30 pm – 4:30 pm I ndian Country in the Twin Cities
(Offsite Learning Tour)
BUSES DEPART FROM THE FRONT OF THE HOTEL
This offsite learning tour will showcase unique Urban Native nonprofits working on home
ownership, youth entrepreneurship and community and economic development. It also will
include a discussion of the American Indian Community Blueprint, a result of convening
members of native communities to develop a long-range community vision for the Twin
Cities metropolitan region. Stops include All My Relations art gallery, American Indian
Cultural Corridor development on Franklin Avenue, and The Little Earth of United Tribes.
ORGANIZERS: Gary Cunningham, Northwest Area Foundation
Justin Huenemann, Northwest Area Foundation
Cris Stainbrook, Indian Land Tenure Foundation
1:30 pm – 4:30 p.m. t. Paul Brownfields Redevelopment
S
(Offsite Learning Tour)
BUSES DEPART FROM THE FRONT OF THE HOTEL
St. Paul is home to some of the most transformative and innovative brownfield
redevelopment projects in Minnesota. By leveraging millions of dollars in public and private
investment, these projects have a significant impact on the economy of the MinneapolisSt. Paul region and the entire state through the creation and retention of good jobs, a
substantial increase in property values and major social and environmental benefits. We
will hear their powerful stories of transformation, see how these properties are making an
impact and learn how mission investors played a key role.
ORGANIZERS: Martha Faust, Minnesota Brownfields
Scott Marquardt, Southwest Initiative Foundation
1:30 pm – 4:30 pm reating Benefits Beyond the Rail: The Central Corridor
C
(Offsite Learning Tour)
BUSES DEPART FROM THE FRONT OF THE HOTEL
The Central Corridor Light Rail Transit—set to open in June 2014—will connect the
downtowns of Minneapolis and St. Paul while travelling through some of the region’s most
diverse neighborhoods. On this tour you will learn about the partnerships, programs and
projects designed to ensure that the corridor’s neighborhoods are places of opportunity
accessible to people of all income levels, reflect community identities and link all riders to
local amenities and regional opportunities.
ORGANIZERS: Eric Muschler, The McKnight Foundation
Mary Kay Bailey, Minnesota Philanthropy Partners and Living Cities
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Day Two • Wednesday, May 14
1:30 pm – 4:30 pm orth Minneapolis Economic Recovery & Transformation
N
(Offsite Learning Tour)
BUSES DEPART FROM THE FRONT OF THE HOTEL
North Minneapolis is home to several examples of high-impact, innovative and
transformative investments by mission investors in urban disaster recovery, foreclosure
mitigation and affordable housing, community engagement, arts and culture, community
amenities and other aspects of neighborhood economic development. We will see many
of these great community assets, learn from the investors and leaders whose vision and
resources made them possible and hear the powerful impact these investments are having
on the residents and businesses in this part of the community, which has historically faced
poverty and other long-term neighborhood challenges.
ORGANIZERS: Karen Florez, The Minneapolis Foundation
Scott Marquardt, Southwest Initiative Foundation
Linda Tacke, Carl & Eloise Pohlad Family Foundation
1:45 pm – 3:30 pm
Reimagining the Role of Philanthropy in the
Capital Marketplace
(For foundation and field leaders)
BALLROOM III
With the growth in impact investing and the emergence of new actors, investment platforms
and products, there are many more opportunities to direct private capital to public purposes.
Yet the level of activity within philanthropy as a whole is still modest. What can we do to
catalyze greater adoption? What role should foundations play in the context of the broader
field of impact investors and capital markets? Given the recommendations of the National
Advisory Board, what are the policy and/or structural changes we should pursue? This will
be a provocative examination of ways we can accelerate the pace and impact of mission
investing.
Peter Berliner, Mission Investors Exchange
Antony Bugg-Levine, Nonprofit Finance Fund
Audrey Choi, Institute for Sustainable Investing, Morgan Stanley
Jeff Clarke, Philanthropy Northwest
Christine Looney, Ford Foundation
Jennifer Pryce, Calvert Foundation
Luther Ragin, Global Impact Investing Network
Debra Schwartz, The John D. and Catherine T. MacArthur Foundation
Christa Velasquez, Independent Consultant
David Wood, Initiative for Responsible Investment, Harvard University
3:45 pm - 5:00 pm I nvesting in Water Sustainability: In coordination with
Confluence Philanthropy and the Water Investors Group
BIRCH/MAPLE - 4TH FLOOR
What exactly constitutes a “sustainable water investment?” This session invites participants
to share information about their interests and work in water sustainability, and to discover
the range of investment vehicles than can be applied in this field. Learn about the Water
Investors Working Group and explore how investors can together address one of the most
critical issues of our times.
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Day Two • Wednesday, May 14
Alex Jovanovic, Trillium Asset Management
Jon Jensen, Park Foundation
Dana Lanza, Confluence Philanthropy
Susan Phinney Silver, The David and Lucile Packard Foundation
Jon Scott, Singing Field Foundation
Peter Stein, The Lyme Timber Company
3:45 pm - 5:00 pm Lightning Talks II
Investment Opportunity Forum
WAYZATA/GRAYS BAY - 8TH FLOOR
Learn from foundations and their investment partners about market rate and belowmarket mission investment opportunities. Foundation representatives will discuss how
an investment vehicle they have chosen advances their mission and goals. Investees will
brief you on their track record, investment thesis, social/environmental impact and financial
return. Information about each investment opportunity will be available on Spark!
3:45 pm - 5:00 pm Financing Medical Breakthroughs: A Focus Group
(in coordination with Prize Capital)
DEER/ELK LAKE 4TH FLOOR
How can foundations fund game changing technologies while mitigating the risks of
investing in early-stage innovation? How do new breakthrough funds fill the innovation
“valley of death” gap while lowering investment hurdles for foundations? Prize Capital,
a venture philanthropy group developing innovative financing techniques to facilitate
radical breakthroughs in the fields of Health, Energy and Environment, is hosting this
focus group to explore these areas. Join to hear how investments can be leveraged with
an international, multi-million dollar XPRIZE competition to profoundly advance medical
technology.
Starts from 4:15 pm
rivate “Fireside Chat” (For foundation trustees by
P
invitation)
OFFSITE AT THE MCKNIGHT FOUNDATION
BUSES WILL DEPART FROM THE FRONT OF THE HOTEL PROMPTLY AT 4:00 PM.
Meet with other foundation trustees to share stories and insights about the role of
foundation boards in building and shaping mission investing programs. Hosted by The
McKnight Foundation.
Jesse Fink, The Betsy and Jesse Fink Foundation
Phillip Wm. Fisher, Max M. & Marjorie S. Fisher Foundation
Kate Wolford, The McKnight Foundation
5:30 pm – 7:00 pm
Explosive Mill City Museum Reception!
BUSES BEGIN DEPARTING FROM THE FRONT OF THE HOTEL PROMPTLY AT 5:15 PM.
Buses will continue to shuttle until 5:45 pm.
Built into the ruins of what was once the world’s largest flour mill, Mill City Museum is
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Day Two • Wednesday, May 14
located on the historic Mississippi Riverfront. Sip and socialize and enjoy live music by
local artists George Maurer Trio. Limited buses will begin to shuttle participants back to the
conference hotel at 6:45 pm.
7:00 pm
Kicking the Embers of the Day
Explore the Twin Cities
Take a stroll along the riverfront or sign up to meet-up. (Fee-based opportunities include Solar
Arts Building and craft brew tour or a culinary experience at Cooks of Crocus Hill). Please
check at the registration desk for availability and more information.
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Day Three
Thursday, May 15
Agenda
7:00 am – 12:00 pm
Registration and help desk
7:30 am – 9:00 am Healthy Morning - on your own
7:45 am – 8:45 am
Lightning Talks III
9:00 am – 10:15 am Concurrent sessions
10:15 am – 10:30 am Break
10:30 am – 12:00 pmHarnessing the Power of Capital - A Global
Perspective Brunch Plenary featuring Willy Foote,
CEO, Root Capital and Antony Bugg-Levine, CEO,
Nonprofit Finance Fund
Photo Courtesy of Aeon
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Day Three • Thursday, May 15
7:45 am - 8:45 am Lightning Talks III
Investment Opportunity Forum
PINE/CEDAR/BIRCH/MAPLE - 4TH FLOOR
Learn from foundations and their investment partners about market rate and below-market
mission investment opportunities. Foundation representatives will discuss how an investment
vehicle they have chosen advances their mission and goals. Investees will brief you on their
track record, investment thesis, social/environmental impact and financial return. Information
about each investment opportunity will be available on Spark!
7:30 am – 9:00 am
Healthy Morning
Bike the trails, take a walk or run by the riverside, coffee will be available at the 4th Floor
Atrium.
9:00 -10:15 am
Concurrent Learning Sessions
9:00 am – 10:15 am
From Theory to Action: Making Mission Investing Work
Co-investment, syndication and capacity-sharing
EXCELSIOR/LAFAYETTE BAY - 8TH FLOOR
This session will showcase recent foundation experiments in co-investment, syndication
and capacity-sharing that model promising ways for investors to partner to benefit their own
practice and better meet the needs of investees. You’ll have an opportunity to share your own
pain points in executing mission investing and brainstorm innovations and collaboration that can
help mission investors get your work done more easily and effectively while becoming better
able to leverage more private capital for public good.
Stuart Comstock-Gay, The Vermont Community Foundation
Kimberlee Cornett, The Kresge Foundation
Lewis Hower, Sorenson Global Impact Investing Center
Dana Pancrazi, The F.B. Heron Foundation
Debra Schwartz, The John D. and Catherine T. MacArthur Foundation
Sarah Abbe Taylor, The San Francisco Foundation
David Wood, Initiative for Responsible Investment, Harvard University
9:00 am – 10:15 am
Practical Issues in Investing Internationally
Exploring opportunities, avoiding pitfalls and working in conjunction with others who are
investing internationally
ST. CROIX I - 6TH FLOOR
The majority of the world’s poverty exists outside of the United States. Mission investing
provides opportunities to address the needs of those at the bottom of the economic scale.
But as a U.S. investor, how do you know the funds you invest will reach those you intend?
Can impact be evaluated adequately? Explore the risks, tactics and challenges of international
mission investing and ways that mission investors can work together to become as efficient
and effective as possible. We will highlight both successful and unsuccessful mission
investments as case examples.
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Day Three • Thursday, May 15
Willy Foote, Root Capital
Brinda Ganguly, The Rockefeller Foundation
Jason Henning, Global Partnerships
Shalaka Joshi, Toniic
Christine Looney, Ford Foundation
9:00 am – 10:15 amUsing Competitions to Expand Investment
Opportunities
Through the lenses of Fish 2.0, the Social Entrepreneur Challenge and other strategies
GRAYS BAY - 8TH FLOOR
We can design competitions for a variety of reasons: to build a field, create an ecosystem,
seed invention or inspire solutions. Mission investors can use competitions to expand
the pool of investment opportunities and/or spur learning and engagement. Discover how
foundations work with competition designers to identify appropriate partners, processes
and prizes that will create lasting impacts.
Jay Benforado, U.S. Environmental Protection Agency (Challenge Competitions)
Daniel Claussen, Prize Capital (XPRIZE Competitions)
Monica Jain, Manta Consulting (Fish 2.0)
Jamie Shea, Mission Throttle (Pure Michigan Social Entrepreneurship Challenge)
9:00 am – 10:15 amStrengthening Nonprofits and Readying them for
Investment
How to effectively use training and other capacity building strategies
WAYZATA BAY - 8TH FLOOR
Foundations around the country are discovering ways to provide more than grants and
investments to promote mission investments with nonprofits. In this session, practitioners
will discuss how they effectively utilize training, technical assistance and other capacity
building strategies to help nonprofit organizations to use mission investments. Examples
to be highlighted include executive education and cohort support, training on legal and
financial considerations, and consulting services that position nonprofits to use investment
capital.
Kate Barr, Nonprofits Assistance Fund
Susan Gordon, Mission Throttle
Linda Holliday, Initiative Foundation
Tony R. Wells, Tony R. Wells Foundation
Patrick Westerland, Tony R. Wells Foundation
9:00 am – 10:15 am
Investing for Educational Breakthroughs
Creative uses of capital to solve intractable problems in education
MINNESOTA - 6TH FLOOR
Education has long been a focus for foundations, but only recently have there been means
to deploy investment capital to improve academic outcomes and reduce the achievement
gap. The session will explore the intersection between public and private initiatives and the
financial marketplace and discuss ways to assess impact at both the investment and the
fund levels. We will also address investment options at both market rate and concessionary
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Day Three • Thursday, May 15
terms; options for investing at the local, regional and/or national level and opportunities for
investing for scale.
Tony Berkley, W.K. Kellogg Foundation
Anthony Wilder Miller, Vistria and formerly U.S. Department of Education
Brian Trelstad, Bridges Ventures
Micah Sagebiel, Michael & Susan Dell Foundation
9:00 am – 10:15 am
Identifying and Utilizing Advisors for Impact Investing
Finding a new investment consultant through the RFP process (advanced)
DEER/ELK LAKE - 4TH FLOOR
There are two important starting points for foundations looking to deploy their assets
for mission across all asset classes to generate both social impact and financial returns
comparable to conventional investments. The first is to develop of a comprehensive
investment policy. The second is to establish relationships with investment advisors and
asset managers who can serve the foundation’s financial and social impact goals. This
session is for foundation leaders, financial officers and advisors who want to share ways
to accomplish these tasks, including through the use of RFPs to find qualified impact
investment advisors.
Sheila Healy Berube, NEPC
Amy Jensen, Northwest Area Foundation
Sandra Mikush, Mary Reynolds Babcock Foundation
Cynthia Muller, Arabella Advisors
Rick Scott, The McKnight Foundation
10:15 am - 10:30 am
Break
10:30 am – 12:00 pm
arnessing the Power of Capital - A Global Perspective
H
Brunch Plenary
featuring Willy Foote, CEO, Root Capital and Antony Bugg-Levine, CEO, Nonprofit
Finance Fund
BALLROOM I & II
Willy Foote of Root Capital and Antony Bugg-Levine of Nonprofit Finance Fund will draw on
their collective experience making impact investments to illuminate the ways in which capital
can address the major challenges of the day, domestically and globally.
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Mission Investors Exchange Steering Committee and Staff
Steering Committee
Tony Berkley, W. K. Kellogg Foundation
Jeff Clarke, Philanthropy Northwest
(ex-officio)
Stuart Comstock-Gay, The Vermont
Community Foundation
Kimberlee Cornett, The Kresge
Foundation
Kathryn Dunn, Greater Milwaukee
Foundation
Brinda Ganguly, The Rockefeller
Foundation*
Lisa Hiller, Helen Bader Foundation, Inc.
Tracy Kartye, The Annie E. Casey
Foundation*
Tie Kim, Omidyar Network, Inc.
Christine Looney, Ford Foundation
Ian Magee, The F.B. Heron Foundation
Sam Marks, Deutsche Bank
Sandra Mikush, Mary Reynolds Babcock
Foundation
Chris Perez, Rasmuson Foundation
Paul Reich, Meyer Memorial Trust
Susan Phinney Silver, The David and
Lucile Packard Foundation
Advisory Committee
Antony Bugg-Levine, Nonprofit Finance
Fund
Catherine Clark, Duke University
Jeff Clarke, Philanthropy Northwest
Frank DeGiovanni, Ford Foundation
Jed Emerson, Blended Value
Clara Miller, The F.B. Heron Foundation
Luther Ragin, Jr, Global Impact Investing
Network
Mary Anne Rodgers, The David and
Lucile Packard Foundation
Debra Schwartz, The John D. and
Catherine T. MacArthur Foundation
Doug Stamm, Meyer Memorial Trust*
Christa Velasquez, Independent
Consultant
Stephen Viederman, The Christopher
Reynolds Foundation
Mission Investors Exchange Staff
Melanie Audette, Education and Training
Manager
Peter Berliner, Managing Director
Peter Broffman, Encore Fellow
Paul Feldman, Information Resources
Manager
Shiho Fuyuki, Member Services
Manager
Ryoko Nozawa, Program Associate
Jennifer Warren, Administrative
Assistant
2101 Fourth Ave, Suite 650
Seattle, WA 98121
206-443-8463
[email protected]
www.missioninvestors.org
@missioninvest #MIEcon14
Mission Investors Exchange, in strategic partnership with
the Initiative for Responsible Investment, is a project of
Philanthropy Northwest.
32
www.missioninvestors.org
* chair

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