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Spring Program
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April 19:
11:00-3:30 – PAI session focusing on post-investment relationships (open to all interested)
5:00-7:00 – Members Only Meeting (IC Members only)
7:00-10:00 – Evening Members Only Reception & Networking with Venture Fair Presenters
April 20: (day open to accredited investors only)
8:00-9:15 – Breakfast & Welcoming Remarks
9:15-9:50 – Health
& Wellness Track
9:50-10:30 –
Community & Int’l Development Track
10:30-10:45 – Short Break
10:45-11:55 –
Energy & Environmental Solutions Track
12:00-12:45 – Exhibition
Showcase & Networking
1:00-2:00 – Lunch
2:00-2:50 – Alternative
Media & Education Track
2:50-4:00 –
Sustainable Consumer Products Track
4:00-5:00 – Exhibition
Showcase & Networking
5:00-6:30 – The Investors’ Circle
6:30-7:00 – Patient Capital Collaborative Meeting
6:30-9:00 – Venture Fair Reception (open to all attendees)
April 21: (day open to all interested)
8:30-9:00 – Interactive
Morning Session
Social Enterprise: Seizing Emergent Opportunities
9:00-10:30 – Plenary Session: The Prospects for Social Enterprise
Transcend the headlines. Experts in policy, academia, journalism and the field of SRI will share insights about the effects of the economic climate and of the new administration’s priorities on the prospects for social enterprise. This innovative, provocative and highly interactive session will separate the hope from the hype and help you navigate this rapidly evolving environment.
Featuring Jerry Engel, Cheryl Smith, Peter Frykman, and David Crane.
10:30-11:30 – Breakout Sessions I
- "Role of Advocacy in Social Enterprise"
Investing in great mission-based businesses is just one step towards developing a more just, sustainable world. Learn how policy changes and advocacy work also impact the business environment of the sustainable sector and how you can get involved with this important work. Investors’ Circle members will share their experiences alongside our “Take Action” partners: E2, B-Corporation and Green For All.
Featuring Peter Waldman, Maureen Blanc, Vien Troung, and Andrew Kassoy.
- "Designing Successful, Mission-Aligned Exits"
Both founders and investors bemoan the potentially disastrous effects of ownership transfer on enterprise mission. With so many exit options available – ESOP, IPO, leveraged recapitalizations, secondary market sales and more – can we construct productive transactions that preserve missions? Exit experts will talk about the possibilities for your venture.
Featuring Terry Mollner, Mark Bowers, Sunny Vanderbeck, and Bryan Redd.
**Learn more about exit strategies of socially-responsible businesses here.**
- "Sector Showcase: Emerging Opportunities in Water"
Water is becoming as precious – and contentious – as oil has been for decades. Explore early-stage H2O investing opportunities, including water efficiency, purification and transportation technologies.
Featuring David Zetland, Brian Dunn, and Dominic Kulik.
11:30-12:30 – Exhibition Showcase & Networking
12:30-1:45 – Lunch
1:45-2:45 – Breakout Session II
- "Embedding Social Metrics in Corporate Structures"
Social entrepreneurs and their stakeholders share good intentions – but are intentions enough? Learn about innovative ways to embed social metrics into deal and corporate structures so that mission focus is preserved through good times and lean times.
Featuring David Berge, Paul Richardson, and Brigitte Baumann.
- "What Companies Need in a Downturn and How to Supply It"
An engaged investor knows that the
relationship doesn’t end with writing a check. Learn from active
investors and experts as they share their experience in helping portfolio
companies succeed in good times and bad.
Featuring Paul Bryne, Adam Lowry, Kevin Jones, and Carol Sands.
- "Impact Investing"
Explore how using profit-seeking
investment to generate social and environmental good is moving from a periphery
of activist investors to the core of mainstream financial institutions. Hear
from investors and learn from a case study example featuring IC company:
Icestone.
Featuring Amit Bouri, Peter Strugatz, Brinda Ganguly, and Don Shaffer.
**Learn more here about the Investing for Social and Environmental Impact report. http://www.monitorinstitute.com/impactinvesting/index.html
2:45-4:15 – Exhibition Showcase & Networking
4:15-5:30 – IC
Debate: “The Sell Out”
Mark Albion, the founder of Net Impact and best-selling author of such titles as True to Yourself and More Than Money will be moderating our provocative IC Debate: "The Sell Out." With over twenty years experience balancing business with community and personal happiness, Mr. Albion will urge our panelists and audience to tackle the big issues of scaling a mission-driven business. Social enterprise pioneer Judy Wicks, Founder of White Dog Café and Pierre Ferrari, Board Chair of Ben & Jerry’s will tackle the thorny, intriguing and complex issues such as:
- Is a successful, mission-aligned exit possible? If so, how?
- How do you prepare values-led business for the next round of capital?
- How much is enough?
- What constitutes a "sell-out"?
- What is the key obstacle for everyone (all stakeholders) coming out ahead?
5:30-6:30 – Reflection Circle
6:00-7:00 – Short Reception and Dine Around