SOCAP365 PNW: Impact Investing in the Pacific NW
Social Capital Markets (SOCAP), the premier conference at the intersection of money and meaning, will return to the Pacific Northwest in 2019. Aimed at increasing the flow of capital toward social good, this event brings together impact investors new to the field along with experts steeped in experience. While content will be sourced and developed throughout the year, you can expect a full day of education and interactive workshops geared toward beginners, those with some knowledge or experience, and the lifetime learners who want to deepen their practices and connections in the field.
8:00 REGISTRATION OPENS
Breakfast in main event space
9:00 OPENING PLENARY: CLOSING THE RACIAL WEALTH GAP
10:30 BREAKOUT SESSIONS 1
- Impact Investing Across Asset Classes – Main Stage
- Opportunity Zones: What Are They and What’s Next? – 3rd Floor Learning Studio
- Decarbonizing the Built Environment – 4th Floor Learning Studio
11:45 NETWORKING LUNCH
Lunch served on all floors
1:00 BREAKOUT SESSIONS 2
- Preserving Oceans and Fisheries in the Pacific Northwest – Main Stage
- Investing in Indigenous Communities – 3rd Floor Learning Studio
- Global Health: Leading Voices from the PNW Region – 4th Floor Learning Studio
2:15 COFFEE BREAK
Coffee available on ground floor, 3rd floor, and 4th floor
2:45 BREAKOUT SESSIONS 3 (WORKSHOP FORMAT)
- Food Systems Demo Day – Main Stage
- Impact Measurement and Management – 3rd Floor Learning Studio
- Investing in Community-Driven Development – 4th Floor Learning Studio
4:30 CLOSING PLENARY: CROSS SECTOR COLLABORATION FOR REGIONAL PROGRESS
5:30 NETWORKING RECEPTION, HOSTED BY TECHSOUP
Drinks and appetizers in main event space
CLOSING THE RACIAL WEALTH GAP // 9:00 AM – 10:15 AM // MAIN STAGE, PLENARY SESSION
The fastest way to create wealth and quality jobs is through entrepreneurship. However, the average net worth of black and latino families is just 10% that of white families, making it significantly more difficult for minority entrepreneurs to fund and scale companies. This plenary will focus on financing and supporting entrepreneurs of color, and the catalytic potential these investments have to reverse the increasing racial wealth gap.
IMPACT INVESTING ACROSS ASSET CLASSES // 10:30 AM – 11:45 AM // MAIN STAGE, BREAKOUT SESSION
The term impact investing has come to represent a range of investment strategies: from private investments to public, debt to equity, negative screening to venture philanthropy.
Socially-minded investors and institutions have devised myriad options for investing in social and environmental returns alongside financial returns. This panel will explore how both institutional and individual investors can structure their portfolio to achieve a total impact lens, and the advantages and disadvantages of various investment strategies.
OPPORTUNITY ZONES: WHAT ARE THEY AND WHAT’S NEXT? // 10:30 AM – 11:45 AM // THIRD FLOOR STUDIO, BREAKOUT SESSION
The recent opportunity zone legislation has the potential to drive trillions of dollars of investment into economically distressed regions including urban, rural, and tribal areas. There is huge potential for job and wealth creation alongside considerable risks, including gentrification. This session will provide an overview of the new legislation, discuss how local opportunity zones were selected, and present both the opportunities and threats posed by this new legislation.
Melanie Audette, Senior Vice President, Mission Investors Exchange
Chuck Depew, Senior Director, National Development Council
Sarah Lee, Project Director, Washington State Department of Commerce
Kris Hermanns, Chief Impact Officer, Seattle Foundation
Sayer Jones, Director of Mission Related Investing, Meyer Memorial Trust
DECARBONIZING THE BUILT ENVIRONMENT // 10:30 AM – 11:45 AM // FOURTH FLOOR STUDIO, BREAKOUT SESSION
In the US, buildings are responsible for 40% of all CO2 emissions, more than any other country’s total emissions except China. As such, decarbonizing the built environment is a critical step in combating climate change. This session will explore new developments in the building sector, from the materials to the construction to the retrofitting of existing buildings. Panelists will discuss investments and innovations aimed to drive net zero carbon emissions for all new construction within the next decade.
Andrew Himes, Partner, Carbon Innovations
Kate Simonen, Associate Professor, University of Washington Department of Architecture
Don Davies, President, Magnusson Klemencic Associates
Charles Curtis, Vice President and Co-Chair, E8 Angels
PRESERVING OCEANS AND FISHERIES IN THE PACIFIC NORTHWEST // 1:00 PM – 2:15 PM // MAIN STAGE, BREAKOUT SESSION
The world’s oceans and fisheries are under increasing pressure, and iconic Pacific Northwest waters and species are no exception. Impact investing is improving water conditions and habitat for marine mammals, fisheries and other animals as well as creating new opportunities to support communities that live off the ocean. Join this lively discussion with leading investors to understand the players, where money is being invested, and successes and failures in preserving the ocean ecosystem.
Brock Mansfield, Managing Partner, Salmon Fund
Sheida Sahandy, Director, Puget Sound Partnership
Sarah Lee, Project Director, Washington State Department of Commerce
Mike Skinner, Executive Director, Center for Inclusive Entrepreneurship
INVESTING IN INDIAN COUNTRY // 1:00 PM – 2:15 PM // THIRD FLOOR STUDIO, BREAKOUT SESSION
If mission + money is your focus, there is no better investment than Indian Country. Rich in land base, natural resources, and talent, Indian Country investments can bring deeper meaning to your work all while promising returns. Opportunity Zone projects, renewable energy, small business development, market rate housing, health care clinics, drug & alcohol treatment centers, are but a few of the types of projects that hold the promise to intersect money and meaning. Learn about opportunities and challenges to drive more investment and cross sector collaborations sparking new solutions from practitioners from around the state.
Ren Dietel, Senior Partner, Dietel & Partners
Daniel Glenn, Principal, 7 Directions Architects and Planners
Julie Knott, Director, Emerald Coast Opportunity Zone
Sharayah Lane, Office of Economic Development & Competitiveness, Washington State Department of Commerce
Ernest Rasmussen, Senior Planner Economic Development, Colville Confederated Tribes Department of Planning & Land Use
Rosalie Sheehy Cates, Executive-in-Residence Impact Investing, Philanthropy Northwest
GLOBAL HEALTH: LEADING VOICES FROM THE PNW REGION // 1:00 PM – 2:15 PM // FOURTH FLOOR STUDIO, BREAKOUT SESSION
The Pacific Northwest is one of the world’s great hubs of global health innovation, with tens of thousands of employees working on projects generating billions in output and touching every country in the world. This session will explore the growth of this ecosystem, and how this success has been fueled by innovative collaborations between government, NGOs and the private sector.
Dena Morris, President, Washington Global Health Alliance
Line Kewe, Assistant Controller, Amplio
Theresa Tamura, Deputy Director, Philanthropy, PATH
K.J. Zunigha, Research & Impact Officer, Global Partnerships
FOOD SYSTEMS DEMO DAY // 2:45 PM – 4:15 PM // MAIN STAGE, BREAKOUT SESSION
Learn about exciting new developments in the PNW food system as several local entrepreneurs pitch their innovative organizations to a panel of food systems experts. Entrepreneur pitches will be followed by questions and feedback from the panel of judges, as well as insights into the broader PNW food ecosystem.
Erika Lindholm, VP, Senior Business Lender, Craft3
Michael Lufkin, Local Food Economy Manager, King County
Veena Prasad, Executive Director, Project Feast
Christopher Coburn, Rainier FoodWorks
Kara Martin, Program Director, Food Innovation Network
Mikail Kiva, Co-Owner, General Manager of Iggy’s Alive & Cultured
Austin Becker, Manager, Farmstand Local Foods
Michael Frazier, Executive Director, Viva Farms
Francis Kungu, Founder, Jamii Coffee
IMPACT MEASUREMENT AND MANAGEMENT // 2:45 PM – 4:15 PM // THIRD FLOOR STUDIO, BREAKOUT SESSION
As impact investing continues to move into the mainstream, consistency and transparency around impact measurement and management have become increasingly important. This session will begin with a discussion on the most recent developments and standards in the industry, followed by a hands-on workshop highlighting applications of impact measurement and management at portfolio, fund, and enterprise levels.
Jane Reisman, Founder, ORS Impact
Abhilash Mudaliar, Director, Research, GIIN
Sachi Shenoy, Chief Impact Officer and Co-Founder, Upaya Social Ventures
Uma Sekar, Director, Impact and Fund Manager Advancement, Capria
Min Pease, Director, Impact Funding, Echoing Green
INVESTING IN COMMUNITY DRIVEN DEVELOPMENT // 2:45 PM – 4:15 PM // FOURTH FLOOR STUDIO, BREAKOUT SESSION
Traditional approaches to planning and funding community development are being reimagined with community voice at the center of the process. Impact investing can support community ownership and culturally rooted development that confronts the impacts of racism and displacement. Innovators from across the ecosystem will share active efforts that have the potential to lead a systemic shift in equitable development. Roll up your sleeves and join this interactive session towards a more equitable Pacific Northwest.
Boting (Bo) Zhang, Real Estate Strategist, City of Seattle Equitable Development Initiative
Jaebadiah Gardner, Managing Partner, Onpoint Properties
Bishop Garry Tyson, Goodwill Missionary Baptist Church
Mark Jones, Administrator, Association of Beloved Communities
Yordanos Teferi, Chair, Multi-Cultural Coalition
Curtis Brown, Executive Director, Southeast Seattle Senior Foundation
Julie-C Schulman, Organizer, Artist Coalition for Equitable Development
Sharon Chen, Investor
CROSS SECTOR COLLABORATION FOR REGIONAL PROGRESS // 4:30 PM – 5:30 PM // MAIN STAGE, PLENARY SESSION
The Pacific Northwest is home to many of the world’s most successful businesses, largest philanthropies, most innovative NGOs and progressive governance, yet these sectors operate mostly siloed from one another. This plenary discussion will explore how cross-sector collaboration can encourage both innovation and social good, and can help to combat many of the issues still facing the region.
Paul Shoemaker, Founding President, Social Venture Partners
Mayor Jenny Durkan, City of Seattle
David Wertheimer, Director, Community and Civic Engagement, Bill & Melinda Gates Foundation
Leslie Christian, Senior Investment Advisor, NorthStar Asset Management
Michelle Connor, President and CEO, Forterra NW
Thanks to our 2019 sponsors!